New Patient Workflow

Screen new migraine patients and create EMR records during the initial call—no clinic visit required to start

Migraine clinics spend intake time on the phone with new patients before they ever book an appointment. Capture their migraine history, triggers, current treatments, and emergency contact during the call. Write new patient demographics to EMR; your clinical team reviews the structured intake summary and files it.

How it pays back

First appointment is already booked when staff reviews intake

New migraine patients don't have to make a separate booking call or wait for a callback. They provide their history, confirm an appointment slot during the call, and hang up scheduled. Your staff reviews and files the clinical intake before they arrive.

Eliminate the intake call from your phone queue

Your front desk no longer spends time on history and scheduling. AI handles both. Staff time moves to confirmations, cancellations, and urgent triage.

New patient record is ready in EMR before the visit

Your provider logs in and sees the patient's name, contact info, and intake summary—all populated and waiting. No blank chart on appointment day; the structured clinical summary is ready for review and filing.

Insurance and prior auth requests are documented

AI captures insurance contact info and PA requirements during the call and returns them as a summary. Your staff makes the insurance call and routes the PA request to your provider. No details are lost.

New patient record created

Demographic data writes to EMR; clinical intake returned as summary for staff review

Structured clinical summary provided

Staff reviews and files migraine history, triggers, and current medications

First appointment confirmed on call

Patient booked into your EMR during intake; no follow-up scheduling call needed

Insurance details captured

Contact info and PA requests returned as summary for staff action

Frequently asked questions

What if a new patient's migraine history is complex or requires more time?

AI asks a focused set of screening questions and returns the summary to your clinical staff. If the patient wants to provide more detail, they can—AI captures it as notes. Your nurse or physician can follow up by phone, chart note, or portal message before the visit to clarify anything.

Does insurance information automatically populate the patient's chart?

No. AI captures insurance contact information and policy details during the call and returns them as a structured summary. Your billing staff uses that summary to contact the insurance company and verify coverage. You remain responsible for the accuracy of the patient's insurance record.

Can I customize the intake questions for my migraine clinic?

Yes. You can define your own intake questionnaire—include or exclude questions about aura, family history, prior treatments, emergency triggers, or any other field your practice needs. AI will ask those questions consistently on every new patient call.

What if a new patient wants to speak to a provider before booking?

AI can offer that option. You can set rules so that new patients with complex or severe migraine symptoms are routed to your nurse or provider before confirming the appointment. AI will present that routing path to the caller.

How long does the new patient intake call take?

Typical intake takes 5–10 minutes, depending on migraine history complexity and appointment availability. The conversation flows naturally; AI asks follow-up questions and confirms details. The call ends when the appointment is booked and the patient is ready to hang up.

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.

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New Migraine Patient Intake on the Phone Call | Medreception AI