Intake & Triage

Filter new migraine referrals and identify urgent cases before they reach your scheduler

AI receptionist pre-screens new patient calls, confirms migraine diagnosis relevance, and flags high-acuity cases so your neurology practice books appointments in the right order and avoids unsuitable referrals.

How it pays back

No wasted referrals or misrouted calls

Callers with non-migraine headaches or primary care issues are politely redirected. Your neurology practice books only relevant, appropriate referrals.

Urgent cases prioritized without manual review

Red-flag features (thunderclap, sudden severe escalation, progressive worsening) are automatically flagged and escalated to your provider or clinical coordinator for same-day or next-day booking.

Faster new patient access

Your scheduler focuses on finding available slots and confirming appointments, not on phone screening. Referrals move from call to booking in minutes.

Referring providers respect your practice

Professional triage and rapid booking confirmation improve relationships with referring PCPs and specialists. They know migraine referrals will be handled appropriately.

Referral pre-screening at first contact

Diagnosis relevance confirmed, red flags identified, and chief complaint captured before scheduling

Appropriate referral filtering

Non-migraine or unsuitable cases politely redirected; your provider sees only relevant new patients

New patient record created

Name, date of birth, phone, and appointment details synced to EMR; chief complaint and symptom summary returned for staff review and filing

Urgent escalation pathway

Red-flag cases automatically routed to clinical staff for priority booking and provider notification

Frequently asked questions

How does the AI know if a call is a legitimate migraine referral?

The AI asks about headache frequency, severity, associated symptoms (aura, nausea, light sensitivity), and duration. If the chief complaint is migraine-consistent and the practice scope matches, the call proceeds to scheduling. If not (e.g., patient reports constant dull headache or neck pain), the AI politely explains the practice specializes in migraine and suggests the caller consult their PCP for further evaluation.

What are 'red flags' that trigger urgent escalation?

Thunderclap features ('worst headache of my life'), sudden onset with fever/stiff neck, progressive worsening over days/weeks, recent medication change with severe escalation, or neurological deficits (weakness, vision loss, speech difficulty). These are immediately flagged for your clinical staff to triage.

Can the AI capture insurance information during the screening call?

Yes. The AI can ask for insurance plan and member ID. This information is captured on the call and returned as a structured summary for your staff to verify and file. Insurance details are not auto-populated into the EMR—your staff confirms coverage and files the information as part of the new patient intake process before finalizing the appointment.

What happens if a caller doesn't have a referral?

Some practices accept self-referred patients for migraine consultation. Your AI can be configured to screen them just as it screens referred patients—confirming migraine relevance and chief complaint. New patient record is created regardless of referral source.

Do urgent referrals skip the normal scheduling queue?

Yes. Red-flag cases are flagged for immediate clinical review and same-day or next-day scheduling when possible. Routine referrals go to your standard new-patient scheduling queue.

Related reading

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AI New Patient Screening for Migraine Practices | Medreception AI