Patient Intake

Every intake call yields structured, ready-to-file patient data, no forms, no re-entry, no gaps.

MedReception AI listens during the intake call and captures the details your team needs: demographics, visit reason, medical history, medications, allergies, insurance information, and answers to your custom intake questions. Everything arrives as a structured summary your staff reviews and files, not auto-populated, not guesswork.

By MedReception AI, physician-built by Paul Toomey, MDPublished Oct 24, 2026

Captures name, date of birth, phone, email, insurance carrier and policy details during the call
Records visit reason, symptom timeline, medication list, and allergy history in natural conversation
Custom intake templates built to your specialty workflow (orthopedics, dermatology, urology, etc.)
All responses returned as structured text summaries, ready for your staff to paste into the EMR
Appointment details and new patient demographics sync directly to your EMR; medical history and questionnaire answers are captured on the call and returned as a structured summary for your staff to review and file
Urgent flags surface during the call so your team knows who needs priority routing

How it pays back

No Clipboard, No Portal Login Friction

Callers answer questions out loud during the intake call. No forms to mail, no patient portal login required before the first visit, no incomplete submissions sitting in a queue. The AI asks naturally, captures everything, and your team has the summary before the appointment.

Staff Review and File, Not Retype

Medical history, allergies, medications, and questionnaire answers come back as a single structured summary. Your staff reviews it for accuracy, then files it into the chart. No re-entry from paper or portal, no transcription errors, no data loss between systems.

Custom Questions Match Your Workflow

Your intake template is built during onboarding to match your specialty and your team's needs. The AI learns your questions, asks them conversationally, and returns answers in the order your staff expects. Change your questions anytime; we update the AI at no extra cost.

Insurance and Demographics Sync Directly

Name, date of birth, phone, email, and appointment details write directly to your EMR. Insurance carrier and policy information are captured on the call and handed to your team to verify and file. No manual entry, no duplicate records.

Built Custom for Your Practice, Not Plug-and-Play

Every intake template is written for your specialty and your team's workflow during onboarding. We refine it based on your feedback, and you own lifetime edits and optimization at no extra charge. Your AI grows with your practice.

Every call answered

Intake begins on the first ring, day or night, no voicemail dead ends

Structured summaries, staff-reviewed

Medical history and questionnaire answers returned as EMR-pasteable text, reviewed and filed by your team

Direct EMR write for demographics

Name, date of birth, phone, email, and appointment details sync to your system; staff verify and file clinical data

13+ EMR integrations

Direct sync with athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech

Frequently asked questions

What exactly gets captured during an intake call?

Name, date of birth, phone, email, visit reason, symptom timeline, medical history, current medications, allergies, insurance carrier and policy number, and answers to any custom intake questions you define. The AI asks these conversationally; callers don't fill out forms.

Does the intake data go straight into my EMR?

Appointment details and demographics (name, DOB, phone, email) sync directly to your EMR. Medical history, medications, allergies, and questionnaire answers are captured on the call and returned as a structured summary for your staff to review and file into the chart. This keeps your team in control and ensures accuracy.

Can I customize the intake questions?

Yes. Your intake template is built during onboarding to match your specialty and workflow. You can change questions anytime; we update the AI at no extra cost. This is part of our free lifetime edits and optimization.

What if a caller doesn't answer a question or gives incomplete information?

The AI flags gaps in the summary your staff receives. Your team can call the patient back, or the patient can provide missing details at check-in. Nothing is guessed or auto-filled; your staff always reviews before filing.

How does this work if I don't use one of your integrated EMRs?

Katie, our AI receptionist, still answers every call and captures all intake data. The structured summary is returned to your staff via the MedReception portal and email. Your team enters demographics and clinical data into your EMR manually. Custom integration available: want MedReception integrated with your EHR? We build custom EHR integrations; book a demo and we will scope yours.