Patient Intake

AI receptionist books Mesa new patient appointments and captures intake for your EMR

New patient calls take time. AI receptionist captures name, DOB, phone, and chief complaint — then writes appointment and demographics directly to your EMR. Staff receive a structured intake summary for clinical review and filing before the first visit.

How it pays back

Reduce New Patient Phone Time

Staff don't spend time on each new patient call collecting details. The AI handles it in real-time and staff receive a complete, ready-to-review summary.

No Double Data Entry

Patient demographics and appointment write to your EMR once. Staff review the structured intake summary and file it — no re-typing into multiple systems.

Better New Patient Conversion

Caller reaches a responsive AI, gets an immediate appointment slot, and receives a confirmation text. They feel heard and confirmed, not shuffled to voicemail.

Chart Prep Starts Before Patient Arrives

Staff see the new patient record, chief complaint, and intake summary. They can flag items for follow-up and have the chart organized on day one.

Appointment booked directly to EMR

Real-time slot checking and confirmation

New patient record auto-created

Name, DOB, phone, contact method populated

Intake summary for staff review and filing

Chief complaint, insurance, and history returned as structured data

Confirmation text sent automatically

Appointment time and pre-visit instructions

Frequently asked questions

How does the AI know which appointment slots are available?

The AI is integrated with your EMR. It checks your real-time schedule, applies any rules (e.g., new patients only on Tuesdays and Thursdays), and offers available times to the caller.

Does insurance information write to the EMR?

Insurance details are captured on the call and returned as a structured summary for your staff to review and file. Your staff decide what goes into the chart and verify accuracy.

What if the patient has complex medical history?

The AI captures the chief complaint and any history the caller volunteers. This is returned as a structured summary for staff to review. Clinical staff make the final judgment on what to include in the medical record.

Can I customize the new patient intake questions?

Yes. We configure the AI with your specialty-specific intake questions. Dermatology asks different questions than orthopedics. The AI learns your workflow.

What if a new patient calls after hours?

The AI captures their info and books them into the next available slot during office hours. A confirmation text is sent. Staff see the new record and follow up first thing Monday.

Are patient records secure in the EMR?

Yes. All data written to the EMR goes through encrypted channels. Your EMR's existing security and access controls apply. No patient data is stored outside your EMR or shared with third parties.

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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