Workflow

Automate new patient onboarding in Mesa with AI receptionist intake

Capture new patient demographics and health history on the first call. AI-guided intake delivered as structured EMR-ready summary for staff review.

How it pays back

Complete intake before the first appointment

Patient has already provided full history and insurance details. Provider walks into exam with accurate, up-to-date chart.

No pre-visit paperwork delays

Patient doesn't need to arrive 15 minutes early to fill out forms. They're ready the moment they arrive.

Insurance details captured during the call

Collect insurance information conversationally. Staff can verify coverage before the appointment, not after billing.

Structured summary, not raw notes

AI-returned intake is organized by field (allergies, medications, chief complaint, etc.), not freeform text. Faster staff review and EMR entry.

Structured intake summary

EMR-pasteable format, organized by clinical and demographic field

New patient record creation

Demographic sync to EMR on the call

Insurance captured

Stored in MedReception portal for staff verification and prior authorization workflow

HIPAA-secure storage

All PHI encrypted at rest and in transit

Frequently asked questions

Does the AI write patient data directly into our EMR?

Appointment bookings and new patient demographic data (name, DOB, phone, address) are written directly to your EMR. Clinical intake—allergies, medications, chief complaint, health history—is returned as a structured, pasteable summary for your staff to review and file into the chart.

How are insurance cards handled?

The AI asks the patient to provide insurance details verbally during the call. Those details are captured and stored in the MedReception portal for your staff to review and verify. Photo ID and driver's licence can also be uploaded by the patient via portal or captured by staff during the visit.

What if the patient doesn't have insurance information on hand?

The AI notes the missing information and flags it for staff follow-up. Your billing team can contact the patient or verify coverage when the chart is reviewed.

Can I customize the intake questions?

Yes. MedReception intake flows can be customized per specialty and practice workflow. Common templates include primary care, dermatology, orthopedics, mental health, and more. Custom questionnaires are built during onboarding.

Does this reduce my front desk workload?

Yes. Staff no longer spend time manually entering patient demographics or chasing missing insurance cards. The AI captures it on the call, and staff verify and file the summary into the chart.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

Want the numbers first? See plans and pricing