Workflow

Standardized phone intake for every migraine call: capture history, triage severity, and escalate in one call

Implement a consistent intake protocol for all migraine calls—established patients, new patients, and urgent cases. AI receptionist captures trigger history, medication list, symptom timeline, and severity, then routes appropriately.

Consistent intake questions for every migraine caller, reducing gaps in patient history
Captures trigger patterns (stress, hormones, foods, weather, sleep), medication allergy status, and current preventive/abortive regimen
Scores symptom severity and onset to identify acute vs. routine requests
Escalates acute or concerning cases to your nurse triage line or on-call provider
Routes routine follow-ups and medication refill requests to your appointment scheduler
All intake data returned as structured, EMR-pasteable summary for staff clinical review and chart filing

How it pays back

No missed clinical context

Every call captures the same core information: trigger history, current medications, prior treatments. Your clinician has the full picture before seeing the patient.

Faster triage decisions

Severity and symptom timeline are documented on the call, allowing your nurse or provider to make routing decisions immediately rather than reviewing a voicemail later.

Repeatable workflow across multiple providers

All callers go through the same intake protocol, ensuring new associates and patients experience consistent care, regardless of who answers.

Staff focus on clinical review, not data entry

Structured intake summary is ready to paste into the chart. Your team reviews and signs off rather than transcribing from a voicemail or paper note.

Better compliance with quality measures

Documented intake supports your quality reporting for headache/migraine management metrics and care coordination audits.

Structured intake template

Migraine-specific questions asked consistently

Severity and onset captured

Symptom timeline and acuity documented during the call

Escalation rules applied

Red flags routed to nurse triage or provider immediately

EMR-ready summary

All intake data formatted for staff review and chart filing

Consistency across shifts

Every call follows the same protocol, day or night

Frequently asked questions

What migraine-specific questions are asked during intake?

The AI asks about headache location, duration, severity (1–10 scale), associated symptoms (nausea, light sensitivity, aura), known triggers, current preventive and abortive medications, medication allergies, and when the current episode started.

How does the AI distinguish urgent from routine migraine calls?

The AI is trained to recognize sudden onset, severe intensity, neurological symptoms (vision changes, weakness, speech difficulty), or a change from the patient's usual migraine pattern. These trigger immediate escalation.

How is the intake summary returned to my EMR?

The structured summary is returned to your staff formatted as a pasteable note. Your clinician reviews, edits if needed, and files it into your EMR. Appointment bookings and patient demographics (name, DOB, phone) are written directly to the EMR; clinical content (medical history, medications, symptoms, allergies) is captured as a structured summary for your team to review and file.

What happens if a patient is aggressive or refuses to answer intake questions?

The AI is designed to remain calm and professional. If a patient becomes hostile or refuses to proceed, the call can be escalated to a staff member or routed to your voicemail system.

Does this protocol work for migraine preventive follow-ups too?

Yes. Routine follow-up calls—medication tolerance checks, appointment scheduling—use a streamlined intake. Urgent or complex calls are escalated to your clinical team.

Can we customize the intake questions for our practice's protocols?

Yes. The intake template is customizable during setup to align with your clinical protocols, medications, and triage criteria.