Neurology

AI books new migraine patient appointments and registers demographics to your EMR—name, DOB, phone written to chart; insurance and ID captured for staff review

New migraine patients calling to schedule first visits need quick, frictionless booking. AI captures name, DOB, phone, insurance carrier, and appointment preference, then books the slot and creates a new patient record in your EMR with demographic data ready for intake staff.

Caller provides name, date of birth, phone number, insurance information; AI writes name, DOB, phone directly to EMR
Insurance details and photo ID captured during call and handed off to staff for pre-registration—not written to chart
Appointment availability shown based on provider schedule; caller selects preferred date and time
Booking confirmation sent via SMS and email with appointment details, prep instructions, and parking info
New patient record created in EMR with demographic data (name, DOB, phone, appointment)—intake staff see clean chart ready for first visit
Follow-up intake (migraine history, triggers, prior treatments) captured as structured summary for staff review before or during check-in

How it pays back

First contact is fully booked—no follow-up call needed

Caller hangs up with a confirmed appointment, date, time, and arrival instructions. No voicemails asking for callbacks, no scheduling friction.

New patient EMR record ready before arrival

Demographics (name, DOB, phone) are written to your EMR during the call. Intake staff pull a clean chart with correct contact info and no duplicate records.

Insurance and photo ID prepped separately from chart

Insurance details and ID photos are captured on the call and returned to staff for manual pre-registration—cleanly separated from clinical documentation, reducing errors.

Reduces no-show and improves attendance

Instant confirmation, SMS reminders, and clear parking/check-in instructions reduce confusion and improve first-visit attendance.

New patient record created in EMR

Name, DOB, phone, appointment written to chart during call

Appointment booked and confirmed

Caller receives confirmation SMS and email with full details

Insurance captured for staff review

Photo ID and insurance details handed off for manual pre-registration

Zero manual data entry for demographics

Chart populated with name, DOB, phone, appointment; eliminates duplicate records

Frequently asked questions

How does the AI capture insurance information?

The AI asks for insurance carrier name, member ID, and group number during the call. This information is captured in the call summary and provided to your intake staff for pre-registration. Insurance details are not written to the EMR chart—they're handled separately by your registration team.

What data goes into my EMR immediately?

Name, date of birth, phone number, and appointment booking (date, time, provider) are written to your EMR. Insurance, photo ID, and other pre-registration details are captured and given to staff to process.

Can the AI handle photo ID uploads during the call?

The AI can request that the patient upload their photo ID and insurance card through a secure portal link sent during the call. These are returned to your staff for verification and filing—not written to the chart.

What if the appointment time slot fills while the caller is on the phone?

The AI shows the next available slot and asks if the caller prefers to waitlist or choose a different time. If waitlisted, you can call back when a cancellation occurs, or the AI can offer overflow times at other locations.

How does this work with my scheduling rules (new patient only providers, lead time, etc.)?

You configure new patient booking rules during setup: which providers see new patients, minimum lead time, and which time slots are reserved. The AI respects these rules when showing availability.