New Patient Workflows
New migraine patients calling to schedule preventive therapy need to provide detailed trigger patterns, prior medication trials, and comorbidity history. Rather than a rushed phone screening, MedReception's AI receptionist gathers this structured intake during appointment booking—so your provider walks into the first visit with complete context.
By MedReception AI, physician-built by Paul Toomey, MDPublished
Instead of spending 10 minutes asking screening questions, your provider can walk in with a structured summary of triggers, failed treatments, and comorbidities—giving more time for clinical assessment and treatment planning.
Patients are asked thoughtful questions about their migraine pattern during scheduling. They arrive at the appointment feeling understood, not like they're starting from zero.
Every new migraine patient is asked the same set of questions. No missed family history, no forgotten medication trials. Staff see a structured summary, not a voicemail.
Name, DOB, phone, and appointment details are written to your EHR automatically. Your staff review the intake summary and file it in the chart before the visit.
Structured intake captured
Triggers, prior treatments, comorbidities, and family history logged per new patient
New patient record created
Demographics and appointment automatically written to your EHR
Chart-ready summary
Staff review and file intake summary into chart; provider sees it before first visit
Consistent intake workflow
Every new migraine patient asked same questions; no missed history
The AI asks about migraine frequency, typical duration, associated symptoms (nausea, light sensitivity), known triggers (stress, hormones, foods, sleep), prior preventive medications tried and why they were stopped, current medications and allergies, family history of migraine, and any comorbidities (anxiety, depression, hypertension). You can customize this questionnaire per your intake protocol.
The AI captures what the patient remembers ('I took something for prevention a few years ago but it made me tired'). Staff can follow up by phone or patient portal before the first appointment to get medical records from the prior provider.
Yes, the AI asks for insurance information during intake. This is captured and returned to your staff for verification and entry into your billing system.
The AI returns a structured summary (e.g., 'Triggers: stress, menstrual cycle. Prior meds: topiramate (stopped due to weight gain), propranolol (effective but discontinued). Comorbid anxiety'). Your staff review this, confirm accuracy, and file it into the chart. Your provider then sees it as chief complaint history or intake notes.
Yes. The AI asks intake questions and simultaneously checks your schedule. Once intake is complete, it offers available appointment slots and books the patient directly into your EHR.
The AI is trained to ask clarifying questions. If it can't resolve an answer (e.g., patient is unclear about a medication name), it notes the ambiguity in the summary for your staff to clarify before the visit.
Core Capability
Patient intake
Structured intake questionnaire configured per specialty; summaries reviewed by staff.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
Next step
AI receptionist workflows
Step-by-step workflows for the calls a practice actually gets.
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