ModMed Integration

ModMed practices: answer every new patient call and capture structured intake data during the conversation

AI receptionist that answers ModMed calls, captures new patient information during intake conversations, and returns structured data for your staff to review and file in ModMed charts.

Answers all new patient calls—day, night, weekends—without routing to voicemail
Conducts natural intake conversations: name, date of birth, phone, reason for visit, insurance carrier name
Returns structured intake summary that staff review and file directly into ModMed patient records
Staff confirm intake summary, then new patient profile creates in ModMed with a single save
Eliminates manual data entry and callback delays—intake captured during first contact
Works alongside ModMed's scheduling module to book appointments in real time

How it pays back

No new patient calls slip through

Every new patient inquiry is answered by AI and captured. No voicemail dead ends or delayed callbacks that lose prospective patients.

Clean, structured data ready for ModMed

Intake information arrives as an organized summary—name, DOB, phone, chief complaint, insurance carrier name—that staff quickly verify and file into the chart.

Faster new patient onboarding

Patient details collected on the call. Staff spend minutes, not hours, completing the chart. ModMed new patient record created immediately.

Staff focus on clinical setup, not data entry

Your team concentrates on clinical intake and prior authorization rather than transcribing notes or making follow-up calls for missing information.

Structured new patient intake on first contact

Name, date of birth, phone, chief complaint, insurance carrier captured during the call

ModMed new patient records created when staff confirm

Staff review and confirm the intake summary, then patient profile creates in ModMed with a single save

HIPAA-aware intake conversations

All patient data encrypted in transit and at rest; compliant with medical practice regulations

Real-time appointment booking in ModMed

AI schedules new patients directly into ModMed availability while on the call

Frequently asked questions

Does the AI write patient data directly into our ModMed charts?

No. The AI captures intake information during the call and returns it as a structured summary. Your staff review the summary, verify accuracy, and file it into ModMed. This workflow keeps your team in control of the chart and ensures compliance with your documentation standards.

What patient information does the AI collect during new patient intake?

The AI gathers name, date of birth, phone number, email, reason for visit, and insurance carrier name. This information is returned as a clean, EMR-pasteable summary that staff can quickly review and file in ModMed.

Can the AI create a new patient record in ModMed automatically?

The AI triggers new patient record creation in ModMed when staff confirm and save the intake summary. This means the new patient is registered and ready for scheduling within moments of the intake call.

Does this work for after-hours new patient calls?

Yes. The AI answers calls 24/7, including nights, weekends, and holidays. New patient inquiries are captured in real time, and your staff see the summary when they return to the office or check the portal.

How does this integrate with ModMed's scheduling?

The AI can see ModMed availability and book new patient appointments directly during the call. Confirmed bookings sync to ModMed's calendar and the patient receives a confirmation message.

What if the AI doesn't collect all required fields?

The intake summary highlights any missing data. Staff can quickly contact the patient for missing details or note that information will be gathered during the first visit. Your team remains responsible for final chart accuracy.