Phone Intake

Gather complete patient intake on the first call, no forms, no follow-up emails, no incomplete records.

MedReception AI answers every new patient call, asks intake questions naturally, and delivers structured summaries ready for your staff to review and file. Chief complaint, medical history, allergies, medications, and insurance information are captured during the conversation and returned as EMR-pasteable data for your team to verify and file into the chart.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

No Incomplete Intake Forms

Patients never leave intake half-finished or skip it entirely. The AI gathers everything on the call while booking the appointment, so your staff opens a chart with complete information, not a blank form.

Your Staff Reviews, Your Clinician Decides

Intake data is captured as a structured summary, not auto-populated into the chart. Your team reviews the summary, verifies accuracy, and files it, you stay in control of what enters the record.

One Call, One Outcome

New patient gets an appointment, you get their intake, and your front desk avoids a second call to chase missing information. Appointment prep time shrinks because the information is already organized for review.

Custom-Built for Your Workflow

Intake templates are tailored to your specialty and EMR. Whether you use athenahealth, eClinicalWorks, Elation, or another supported system, the AI asks your questions and returns data your staff recognizes. If you switch EMRs later, your intake logic stays with you, no rebuild needed.

Every new patient call answered

No missed intake opportunities, no voicemail dead ends

Intake captured during appointment booking

One interaction, complete information, ready for chart review

Structured, EMR-pasteable summaries

Staff review and file in seconds, not minutes of manual entry

Specialty-aware intake logic

Questions adapt to your practice type and patient answers

Frequently asked questions

Does the AI intake data go straight into the EMR chart?

No. Intake information, chief complaint, medical history, allergies, medications, is captured during the call and returned as a structured summary. Your staff reviews it for accuracy, then files it into the chart. Patient name, date of birth, phone, and address are created in your EMR during the call. This keeps you in control: clinicians verify and decide what enters the record, not the AI.

What happens if a patient doesn't answer an intake question?

The AI asks follow-up questions naturally and branches based on responses. If a patient says 'I don't know' or doesn't answer, the AI moves forward, it doesn't force an answer or loop endlessly. Your staff sees what was captured and can follow up later if needed.

Can intake questions change based on my specialty?

Yes. MedReception builds intake templates for your practice type, pediatrics, orthopedics, mental health, cardiology, and others. Questions, routing, and follow-ups are customized during onboarding. If your workflow changes, your team can request edits anytime at no extra cost.

Does this work if we use a non-integrated EMR?

Yes. Katie, the AI, answers every call, asks intake questions, and captures the information. Your staff enters the booking and intake summary into your chart manually, the same way you would handle a paper form. If you want MedReception integrated with your EMR, we build custom EHR integrations; book a demo and we will scope yours.

How long does setup take?

Launch takes about one week from signup. Your EHR connection and practice phone number are ready in 1 to 3 days. Registering the number for patient texting takes about 5 business days. Your intake templates are custom-built during onboarding, and you can request edits anytime for free.

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