Patient Intake
The AI receptionist gathers treatment interests, skin type, allergies, prior procedures, and consent details during the first call. Structured intake summaries are returned to your aesthetics team for consultation prep and chart filing.
Your aesthetician has a complete intake summary before the client sits down. No time spent gathering medical history, skin type, or prior treatment details during the consultation.
Critical flags—allergies to ingredients, skin sensitivities, recent procedures, or medical conditions—are documented on intake and flagged in the summary. Your team has context before treatment planning.
The AI-captured summary replaces a paper intake form for most new clients. Staff spend less time on form management and more time on revenue-generating work.
All new clients receive the same intake questions in the same order. Your charts are consistent, and compliance auditors see uniform processes.
Treatment interest documented
Injectables, laser, facials, body treatments, and other services captured on first call
Allergy and medical history captured
Critical safety flags recorded and highlighted in staff handoff summary
Structured intake summary returned
Staff review, validate, and file in chart; nothing auto-populated to EMR without approval
HIPAA consent documented
Acknowledgment of privacy and data handling recorded during intake call
No. The AI captures the intake on the call and returns a structured summary for your staff to review and file. You control what goes into your chart and when.
The AI captures what the client reports. If the intake reveals serious medical concerns (active infections, recent surgery, severe allergies), your staff is alerted in the handoff summary and can discuss with the client or provider before booking.
Yes. If a client declines to answer a question, the AI notes the refusal. Your staff can follow up before the appointment or during the consultation.
A standard med spa intake takes 2–5 minutes depending on complexity. Routine consultations (first Botox appointment, repeat laser client) are faster. Complex cases (multiple prior procedures, extensive medical history) take longer.
Access is role-based and controlled by your practice. Typically, the aesthetician, clinical staff, and front desk can view the summary; staff credentials determine what data they see.
Core Workflow
Patient intake
Comprehensive guide to AI-powered intake workflows: what's captured, what syncs, and how staff use the data.
Next step
Med spa call handling
How call handling differs for med spas and aesthetic practices.
Next step
Allergy and immunology practices
How call handling differs for allergy and immunology practices.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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