Intake: First Contact

Capture migraine trigger history, medication list, and symptom severity on first call — structured intake ready for chart before the appointment

First-contact calls with migraine patients need consistent trigger and medication history. AI reception gathers this data during scheduling and returns a structured summary for staff to review and file in the chart.

How it pays back

New patient appointments have complete intake before first visit

Intake is captured during the scheduling call, not during the appointment. Your clinician walks into the visit with trigger history, current medication list, and symptom profile already reviewed and ready in the chart.

Consistent intake across all new migraine patients

Every new patient is asked the same questions about triggers, medications, and comorbidities. Your intake is standardized, not dependent on which staff member answers the phone.

Medication overuse screening happens upfront

The AI asks about frequency of acute medication use and previous trials. This screening flag helps your clinician quickly identify medication overuse headache risk and adjust the treatment plan.

EMR filing is faster and more accurate

Staff receive a structured summary that mirrors your EMR's intake form fields. Review and filing takes minutes instead of hours of manual transcription and chart review.

Trigger history captured

Migraines, frequency, typical duration, and patient-identified triggers recorded on first call

Medication history recorded

Preventive and acute medications, doses, tolerances, and previous trials documented

Comorbidity screening completed

Depression, anxiety, sleep disorders, and medication overuse assessed

Structured intake formatted

Summary ready for clinician review and EMR filing before first visit

Frequently asked questions

What trigger questions does the AI ask new migraine patients?

The AI asks about typical triggers (stress, weather, hormonal, sleep, caffeine, certain foods), attack frequency (episodic or chronic), typical duration, and whether the patient has aura or visual symptoms. Patient-identified triggers are captured in their own words for clinical context.

Does the AI medication list go directly into the EMR chart?

No. The AI captures the patient's reported medications and returns them as a structured summary. Your clinical staff review the summary, verify it against any prior records or insurance information, and then file it in the patient's EMR. This ensures accuracy and clinical oversight.

How does the AI screen for medication overuse headache?

The AI asks how often the patient uses acute migraine medication (per week or per month) and whether they've been advised to limit use. Answers suggesting overuse (more than 10 days per month) are flagged in the summary for clinician review.

Are comorbidities like depression or anxiety always asked?

Yes. The AI asks about sleep quality, mood, and anxiety as part of the standard new patient intake. These are documented in the summary so your clinician can assess whether migraine management should include psychiatric or behavioral health referral.

Can the new patient intake be completed before the scheduled appointment?

Yes. Intake can be completed during the initial scheduling call or sent via a link that the patient completes before the appointment. Either way, the structured summary is available to your clinician before the visit begins.

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