Patient Intake

Capture new migraine patients' full history on the phone; book and populate their chart before first visit

When a new patient calls seeking migraine care, the AI captures their demographics, migraine history, current medications, prior treatments, and triggers during the call, books their appointment, and writes patient record and demographics to your EMR—your staff has a complete intake summary before they arrive.

How it pays back

Complete intake before the first appointment

Your provider opens the chart the day of the visit and sees the full migraine history, prior treatments, current meds, and known triggers. No paper forms, no re-interviewing; the patient isn't re-telling their story in the exam room.

New patient record and demographics written to EMR during the call

Name, date of birth, phone, email, and address are captured and written directly to your EMR. Checking in at the front desk is faster because the patient already exists in your system.

Prep instructions and expectations sent instantly

After booking, the patient receives a text with appointment date/time, practice location, parking info, and any pre-visit instructions (e.g., 'Bring a list of all current medications and supplements').

Faster diagnosis and treatment planning

Your neurologist has a detailed migraine timeline and prior treatment trial record in hand, so the first appointment can focus on medication adjustment or advanced testing rather than history-taking.

No missed migraine details

The AI follows a structured protocol to ask about onset, pattern, duration, red flags, triggers, and prior medication trials. Nothing is overlooked, and the intake is consistent across all new patient calls.

Full new patient record created

Demographics and patient object written to EMR during the call

Structured migraine history

Onset, frequency, duration, aura/photophobia/nausea, triggers all captured and EMR-ready

Medication and allergy reconciliation

Current meds, supplements, and allergies documented for provider review

Appointment confirmed same-day

Patient hangs up with booking confirmation and prep instructions via text

Provider chart prep

Full intake summary available before patient arrives; no exam room delays

Frequently asked questions

Is the entire new patient intake form completed during the phone call?

Yes. The AI captures demographics, migraine history, current medications, allergies, prior treatments, and triggers during the conversation. Your staff receives this as a structured summary ready to file or paste into the patient's chart. If there are practice-specific questions (insurance authorization, consent forms), those can be completed via portal after the call or before the appointment.

How long does the new patient phone intake take?

Typical migraine intake calls take 5–10 minutes. The AI asks targeted questions (onset, frequency, associated symptoms, prior treatments, current meds) in a natural conversational flow, not a rapid-fire form.

Is insurance information captured and added to the EMR?

Insurance details are captured on the call and returned to your staff as part of the intake summary. Your staff reviews the insurance info, verifies coverage, and enters it into your EMR. Insurance information is not auto-populated into the chart; it is confirmed and entered by your billing team.

Can new patients upload photo ID or insurance cards after the call?

Yes. After the call, the patient can receive a text with a link to upload their driver's license, insurance card, and any other required documents via the MedReception portal. Your staff downloads them and files them in the patient chart or billing system.

What if the new patient has a complex migraine history?

The AI captures all the detail provided (prior neurologist visits, imaging results, medication trials, specialist consultations) and returns it as a structured timeline. Your provider can review the full summary before the appointment and order any additional testing if needed.

Related reading

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