Intake
New patients often repeat insurance, medical history, and medications three times: on the phone, on paper forms, and again to the medical assistant. An AI receptionist captures this data on the initial call and returns a structured summary for your staff.
By MedReception AI, physician-built by Paul Toomey, MDPublished
New patient calls your Mesa office. The AI asks for their medical history, current medications, insurance, emergency contact, and reason for visit. By the time they arrive for their first appointment, you've already verified insurance and flagged allergies. Check-in is 2 minutes, not 15.
The AI captures insurance information on the call. Your staff verifies coverage and benefits before the patient walks in—so you know co-pays, deductibles, and prior auth requirements upfront. No billing surprises.
Instead of relying on the patient to remember and repeat their symptoms in the waiting room, the AI captures their reason for visit and relevant history on the call. Your clinical staff sees a structured summary before entering the room.
Medical assistants spend less time asking 'What medications are you on?' and more time on vital signs, EKG, or patient education. The boring repetition is gone.
Insurance and demographics captured on call
Name, DOB, phone, and insurance details ready for verification
Medical history structured for staff review
Allergies, medications, prior surgeries, and symptom details summarized
New patient appointment time optimized
Intake already complete—clinical visit can start on time
New patient demographics written to your EHR
Name, DOB, phone number auto-created in your chart system for staff to complete
No. Insurance details are captured on the call and returned as a structured summary for your staff to review and verify. Your billing team then enters insurance into your practice management system. This ensures accuracy and compliance.
The AI asks open-ended questions and listens carefully. It captures as much detail as the patient provides and structures it into a clear summary for your staff. Complex histories are flagged for clinician review before the appointment.
Yes—the AI writes new patient demographics (name, date of birth, phone number) directly to your EHR to create the record. Your staff then reviews the structured summary of medical history, allergies, medications, and symptoms captured on the call and files it in the chart.
Yes. The AI can be configured for Spanish or other languages common in the Mesa area. It will gather the same intake information and route to a bilingual staff member if needed.
The AI is respectful and explains that pre-visit intake makes their first appointment faster and ensures their medical history is accurate. If they still decline, the AI books the appointment and your staff handles intake in the usual way.
All calls are encrypted, no information is left in voicemail or unsecured email, and data is stored only in your practice management system. The AI receptionist is built to HIPAA standards.
Core Workflow
Patient intake
How AI receptionists capture structured intake data and return it to your staff.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
Next step
Front desk workload
Where front-desk time actually goes.
Next step
AI receptionist for Arizona practices
What changes for an Arizona practice: coverage, compliance and the local market.
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New Patient Onboarding Without the Paperwork Pile
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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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