Intake Protocol
A history that varies with whoever answered the phone is hard to act on. This is about the protocol itself: fixing the question set, setting your own red-flag thresholds, and recording gaps instead of filling them in.
Your team decides which questions are asked, in what order, and what counts as a red flag — a frequency threshold you set, a prior failed preventive, medication overuse. The script is built around your protocol rather than a generic one.
Structured intake reveals whether a patient has kept a headache diary, which abortive dose failed, or whether a preventive was tried and abandoned. Those patterns are only visible because the same questions were put to everyone.
When a patient cannot remember a prior medication, that is noted as incomplete rather than guessed at. Your staff follow up before the appointment, or the clinician fills it during the visit — and either way you know which of those happened.
Patient history is captured once, on the phone, in your system. Your front desk doesn't transcribe forms or email you for missing details after the fact.
Structured intake completed
Migraine history, triggers, medications, and prior treatments documented during call
Chart ready at check-in
Staff review summary and file into EMR; clinician opens a complete record
First appointment time extended
Intake handled beforehand; exam and treatment plan get full focus
Patient context clear
Clinician knows trigger patterns and failed treatments before they walk in the room
Yes. Your team defines which questions are asked, in what order, and what triggers a red flag (e.g., frequency >15 days/month, prior failed preventive, medication overuse). The intake script is built around your protocols.
The AI notes what the patient recalls and flags it as incomplete. Your staff follow up before the first appointment, or the clinician fills gaps during the visit. No data is invented; gaps are recorded as gaps.
Plain English, structured for easy reading. Staff review it, add any notes, and paste it into the EMR alongside structured fields (like medication list, allergies, comorbidities). The system doesn't code diagnoses or populate clinical decision-making — that's your clinician's work.
No. The AI can ask insurance questions and capture policy details, but this information can be handled separately by your staff via the patient portal or front desk. Clinical information (medical history, medications, allergies) is returned as a structured summary ready for EMR filing.
Because a history that varies by who took the call is hard to compare. When the same questions are asked in the same order, patterns — a diary kept or not, an abortive that failed, a preventive abandoned — are visible across your panel instead of buried in whichever details happened to get asked that day.
Process
Patient intake
Intake over phone, not paper: captures structured data, speeds chart readiness, and reduces front-desk rework.
Next step
Configured per specialty
What changes between specialties.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
Related
New Patient Migraine Intake Captured on the Phone Call
New migraine patients have complex histories. Phone intake forms don't capture nuance; email pre-registration gets skipped.
Related
Stop Asking Patients the Same Questions Three Times
Patients answer medical history on the phone, and a structured summary is captured and ready for provider review before arrival.
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
