Workflow: Triage
New migraine patients and returning patients need different intake and routing. AI reception identifies patient status, captures appropriate history, and schedules into the correct clinical pathway without voicemail or manual callback.
By the time a new migraine patient sits in the chair, your neurologist has reviewed their headache pattern, prior treatments, triggers, and comorbidities—and can start the preventive or acute treatment plan immediately.
When a returning patient calls, the system recognizes them, confirms they're calling about migraine care (not a different issue), and routes them to urgent escalation, routine refill, or follow-up—no 'wait, let me look up your chart' delays.
New patients are asked about insurance during intake; captured information is logged for your billing staff to verify eligibility and flag any required prior authorizations before the visit.
Established patients are not asked 'when did your migraines start?' again. The system pulls their history, asks about changes, and focuses the call on the reason they're calling today.
Patient status identified at call start
EMR lookup determines established or new status and routing
Full intake for new patients
Headache history, triggers, prior meds, comorbidities, and insurance captured
Streamlined follow-up for established
Identity verified, history pulled, current status updated on the call
Acute vs. routine routing
Any new or established patient with active symptoms escalated; routine calls scheduled
During setup, we integrate your EMR (athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed, and others). When a call comes in, we query your patient database by phone number. If found, the patient is recognized as established; if not, they're offered new-patient intake.
The AI asks clarifying questions during the call to fill gaps—but does not delay scheduling. If critical information is missing, the system notes it and flags it for your clinical staff to complete at check-in.
Yes. The system asks, 'Are you still taking [current meds from chart]?' and captures the updated summary. Changes are flagged for your provider to review before the visit or at check-in.
New patients are asked for insurance carrier, member ID, and group number during the call. This information is captured and returned as a structured summary for your billing staff to verify eligibility and prior-auth requirements. Your team reviews and files it.
Core Feature
Patient intake
Comprehensive intake workflows tailored for new vs. established patient calls.
Integration
EMR and EHR integrations
Real-time patient lookup, history retrieval, and appointment write-back across named EHR platforms.
Security
HIPAA and compliance
How patient identification, data capture, and insurance information are protected under HIPAA.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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