Integration

Connect your AI receptionist to your EMR — appointments book directly from the call, new patients sync instantly

Mesa medical practices using AdvancedMD, athenahealth, Tebra, eClinicalWorks, Epic, Elation, Cerbo, Hint, or ModMed can connect an AI receptionist that books appointments and creates new patient records directly in your chart — no manual entry, no data loss.

How it pays back

No double data entry

The AI captures patient details on the call. Appointment and patient demographics sync to your EMR automatically. Your staff doesn't type the same information twice — it's already there.

Your schedule is real-time

When a patient books on the call, the appointment is in your calendar immediately. No delay, no 'let me check and get back to you'.

New patients are pre-registered before their visit

The patient's record exists in your system the moment they book. Your front desk checks them in, not creates them. Check-in is streamlined.

Insurance data is captured for your team

The AI captures insurance information during the call and returns it as a structured summary for your billing team to review and verify.

Your team gets context, not a call dump

When the AI routes a call to your staff, they see the caller's name, phone, reason for visit, and any prior context already in the patient chart. They don't start from zero.

8 named EMR integrations

AdvancedMD, athenahealth, Tebra, eClinicalWorks, Epic, Elation, Cerbo, Hint, ModMed

Direct appointment sync

Bookings appear in your calendar when the call ends

Auto new-patient creation

Name, DOB, phone synced to your EMR on the call

Encrypted data flow

HIPAA-compliant integration with full audit trail for compliance

Frequently asked questions

Does my EMR have to be on the list of named integrations?

Ideally, yes — direct integration is fastest and most reliable. If your EMR isn't listed, we can discuss custom API integration or a workaround. Contact the team to explore options.

What if my EMR is down when the AI tries to book an appointment?

The AI captures the patient's details and holds the appointment in a queue. When your EMR comes back online, the appointment is pushed through automatically. Your team also receives a backup summary so you can book manually if needed.

How does the AI know which insurance plan the patient has?

The patient tells the AI the name of their insurance carrier during the call. The AI records it and returns it as a structured summary for your billing staff to verify and file.

Can the AI pull patient history from my EMR to personalize the call?

Yes, for established patients. If a returning patient calls, the AI can look up their record, greet them by name, and note their previous visits. For new patients, the AI captures details and creates the record.

What does the AI write to my EMR?

The AI writes appointment bookings and new patient demographics (name, DOB, phone). Insurance information, symptoms, medical history, allergies, medications, and clinical details are captured on the call and returned as a structured, EMR-pasteable summary for your staff to review and file — the AI does not write clinical content to the chart.

How long does integration take to set up?

For one of the 8 named direct integrations, setup typically takes 1–6 weeks depending on the EMR. Your IT team provides API credentials, and the integration is tested in your environment. Custom integrations may take longer — the team will give you a timeline.

Related reading

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AI Receptionist with EMR Integration for Mesa Medical Practices | Medreception AI