Intake

Capture patient information on the call and hand structured summaries to your staff

Mesa practices lose new patient bookings when intake is slow or incomplete. An AI receptionist gathers name, DOB, contact, and insurance questions on the call, books the appointment, and returns medical history and symptoms as a structured summary for your staff to review and file.

How it pays back

Faster new patient onboarding

Information is captured during the call, not typed later by your staff. The appointment books and new patient record is ready when they arrive.

Fewer incomplete charts

The AI asks for name, DOB, phone, address, and insurance questions in a consistent order. Your staff receive structured, complete summaries.

No paper intake forms to scan

Information is captured on the call and handed to your staff as a structured summary. No lost forms, no OCR errors, no manual re-entry.

Insurance questions captured

The AI asks about insurance during the call and captures responses as structured data handed to your staff for verification and filing.

Structured intake on every call

Name, DOB, phone, address, insurance captured consistently

Appointment and patient record created in your EMR

Booking and demographics (name, DOB, phone) sync instantly; clinical details returned as a summary for staff

Clinical summary returned to staff

Medical history, allergies, symptoms as a pasteable summary for review and filing

Insurance questions captured

Handed to staff as structured data, not buried in a note

Frequently asked questions

Does the AI write insurance information to the EMR?

No. The AI captures insurance questions and responses on the call and returns them as structured data for your staff. Your billing team verifies and files it separately. This keeps insurance details out of the chart and ready for your verification workflow.

What if the patient is a minor?

The AI collects the parent or guardian's name and contact. Medical history questions are asked about the minor, and the parent's information is recorded. Your staff can then customize the chart for pediatric intake.

Can the AI detect duplicate patients in my EMR?

The AI checks your EMR for existing patients by name and DOB during the call. If a match is found, it flags it for your staff so you don't accidentally create a duplicate record.

What if the patient doesn't speak English fluently?

The system supports bilingual intake. You can enable Spanish or other languages, and the AI conducts the entire intake conversation in the patient's preferred language.

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.

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New Patient Intake and Scheduling for Mesa Practices | Medreception AI