Intake

Eliminate chart prep delays; new migraine patients complete intake on the first call

When a new migraine patient calls for an appointment, the AI captures their name, DOB, phone, and full migraine history in real time. Their chart record is created and ready for the provider before the call ends.

How it pays back

Chart exists before the visit

No more morning-of scramble to build a new patient record. The AI creates name, DOB, and phone in your EMR; staff review and activate. History and intake are already prepared for filing.

New patients book without callback

AI checks real-time availability and confirms an appointment slot on the first call. New patient never waits for a scheduler to call back.

Complete intake summary for provider review

Attack pattern, prior treatments, current medications, and family history are returned as a structured summary. Provider reads context before the visit, not during it.

Compliance documentation in one call

Consent capture, HIPAA acknowledgment, and patient history are recorded and documented. Less paperwork at the desk.

New patient charts created

Name, DOB, and phone created in EMR during the call; staff activate and verify

Appointment booked immediately

No callback needed; real-time availability check and booking confirmation

Structured intake summary

Migraine history, medications, and prior treatments ready for provider review

Insurance and ID collected

Returned as structured summary for staff review and entry; portal upload for ID/license

Frequently asked questions

How does the AI create a new patient chart without staff input?

During the call, the AI captures the patient's first and last name, date of birth, and phone number. These are created as a new patient record in your EMR. Staff verify the entry and activate the chart. The AI does not write insurance data, photo ID, or clinical history directly to the chart—those are captured during the call and returned as a structured, EMR-pasteable summary for staff to review and file.

What migraine history is captured during the new patient call?

Age of onset, frequency of attacks (per month), pain location and intensity, associated symptoms (aura, nausea, light sensitivity), prior medications and their effectiveness, current treatments, family history of migraine, and any recent changes in pattern or severity.

Can the patient provide insurance information on the call?

Yes. The AI captures insurance details during intake. The information is returned to your staff as a structured summary. Your staff enter the insurance into your billing module. The AI does not write insurance data directly to the chart, as your practice's insurance verification workflow may require human review.

What happens to the new patient intake form?

The AI returns a complete structured summary of all captured intake. Your staff review it, make any corrections, and file it into the patient record. At the same time, the patient receives a link to a web-based pre-visit questionnaire they can complete before their appointment if your practice uses one.

How does this speed up the patient's first visit?

The provider has the full history and intake summary before the patient arrives. No time spent asking background questions. The visit can focus immediately on clinical assessment and treatment planning.

Does this work if the patient already has a record from a prior referral?

Yes. The AI checks for existing records by phone number and name during the call. If a chart is found, the AI updates it with new information instead of creating a duplicate.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

Want the numbers first? See plans and pricing

New Migraine Patient Calls: Capture Full History & Book Appointments | Medreception AI