Workflow
Migraine callers have different needs: some need a same-day appointment, others need immediate clinical guidance. MedReception handles both in one call—booking routine cases and escalating true emergencies without asking patients to call twice.
By MedReception AI, physician-built by Paul Toomey, MDPublished Updated
Once the AI confirms an appointment, the booking is live in your calendar and EMR. Patients know their appointment time, date, and location. No voicemail tag, no email confirmation delay, no patient confusion about whether they're actually scheduled.
If a migraine call meets your escalation criteria during business hours, your on-call provider (or clinical staff) is alerted in real time with the full intake summary. Patients with true emergencies bypass the appointment queue and reach clinical staff immediately.
Routine calls are booked overnight or before staff arrives. Your appointment schedule is already filled with confirmed patients, your EMR has new demographics and chief complaints, and your staff can focus on clinical prep instead of data entry.
Patients don't repeat information to the AI, then again to a staff member, then again to the provider. The AI gathers all triage and demographic details in one call; your staff and provider see the full context immediately.
Appointment confirmed on the call
Booking writes to EMR immediately; no re-entry
Emergency escalation with full context
Provider receives triage summary and intake details, not just a call alert
No voicemail tag required
Patients confirm booking during the call and receive confirmation details
Insurance and demographics captured
Structured intake data returned for staff review and filing
If the AI detects urgency that meets your escalation criteria, it routes the call to an available provider or on-call clinician. For non-urgent calls, patients can request a provider by saying 'speak to a doctor'—the AI transfers them if clinical staff are available.
You configure the triage rules during setup. For example: 'If severity ≥ 8 or neurological signs present or medication failed, escalate. Otherwise, offer appointment booking.' The AI applies those rules consistently on every call.
Yes. Patients receive appointment details (date, time, location, any prep instructions) during the call. They can also log into your patient portal (if you have one) to view or reschedule their appointment. The booking is live in your EMR.
The AI can offer next available appointments or put the patient on a waitlist/callback list. You can also configure the AI to escalate high-urgency cases to a provider even if slots are full. Non-urgent calls can be booked for the next available day.
Yes. The AI captures insurance carrier, member ID, group number, and plan type on the call. This data is returned as a structured summary for your staff to review and verify. Insurance information is not written directly to the EMR without staff confirmation.
Next step
How appointments get booked on the call
Booking, rescheduling and calendar rules the receptionist applies on every call.
Related Topic
Call routing and triage
Routing decisions determine whether a migraine call gets booked or escalated—MedReception applies your clinical criteria consistently on every call.
Next step
How it differs by specialty
What changes between specialties.
Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
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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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