Primary Care

Streamline new patient intake for Mesa primary-care practices with AI-captured demographics, insurance details, and medical history

Mesa primary-care practices handle high volumes of new patient calls. AI receptionist captures demographics and insurance contact information on the call, returns intake questionnaire responses as a structured summary for your staff to review, and books the appointment—so your team can focus on chart prep and clinician readiness.

How it pays back

New patient calls don't bottleneck your intake staff

The AI answers the phone, qualifies the caller, and captures all intake data. Your front desk never leaves the phone. New patient processing moves from call to chart in one step—no repeat entry, no missing fields.

Insurance information is captured upfront

The AI asks for insurance carrier, member ID, group number, and subscriber relationship. Your billing team receives a structured summary to verify and set up the account. Your staff reviews and enters it into your billing system.

Medical history is documented before arrival

Caller reports allergies, current medications, prior surgeries, and relevant family history. Your clinician has full context before stepping into the room, so the visit is shorter and more focused.

No-shows drop because confirmation is crystal clear

The AI repeats the appointment date, time, location, and parking instructions before hanging up. Patients have context and remember. Your staff can also send a reminder text 24 hours prior.

After-hours new patient calls are captured for morning callback

Evening or weekend callers can request a callback. The AI captures their contact info and reason for the call, and your team reaches out first thing in the morning with available slots.

New patient intake on the call

Demographics, insurance contact info, and medical history captured without staff involvement

Appointment booked and confirmed

New patient record created in EMR with booking and intake summary attached

Chart prep completed before arrival

Your staff reviews intake summary and insurance details before patient check-in

After-hours callbacks queued

Evening or weekend new patient calls captured and routed to your team for morning follow-up

Frequently asked questions

What insurance information does the AI receptionist capture?

The AI asks for insurance carrier name, member ID, group number, and the subscriber's relationship to the patient (self, spouse, parent, etc.). This information is returned as a structured summary for your billing team to review and verify. Your staff enters it into your billing system.

Does the new patient record get created in my EMR automatically?

Yes. The AI writes the patient's name, date of birth, phone number, and email to your EMR as a new patient record. Your staff receives the intake summary separately and reviews it before the patient arrives. If any information needs correction or clarification, your team makes the edits before the visit.

What happens if the caller has questions my AI can't answer?

The AI is trained to handle common new patient questions: hours, location, parking, insurance accepted, what to bring. If a caller has a complex medical question or needs to speak with a clinician, the AI can transfer them to your nurse line or offer a callback from a staff member.

How do I customize the new patient intake questionnaire?

Your practice manager works with MedReception to build your intake template. You can include chief-complaint questions, past medical history, allergies, medications, family history, and anything else relevant to your primary-care model. The AI asks these questions in a natural conversational flow.

Can the AI receptionist handle after-hours new patient calls?

Yes. After-hours callers can request an appointment and provide basic contact information and reason for the call. The AI captures this and queues it for your team to call back first thing in the morning with available appointment slots.

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