ModMed + Intake

How AI captures new patient information during the call and returns it as an EMR-ready summary

MedReception conducts structured new patient intake on the call—insurance, medical history, medications, allergies—and returns it as an EMR-ready summary your staff files into ModMed in seconds.

How it pays back

New patients self-qualify during the call

While booking their appointment, the AI gathers insurance, medical history, and allergies. Your staff no longer needs a separate intake phone call or paper form.

Fewer missing details in ModMed charts

Structured intake captures allergies, medications, and medical history in a consistent format. Staff review the summary and file it; nothing is lost or forgotten.

Faster new patient processing

Your front desk spends seconds filing a summary instead of minutes re-typing or scanning forms. ModMed's chart starts complete.

Insurance verified before the first appointment

The AI documents insurance information on the call. Your billing team has it in hand before the patient arrives, reducing claim delays and denials.

Structured intake

Insurance, medical history, allergies, medications captured and formatted for ModMed

Demographics capture

Name, date of birth, phone number captured and ready to file into ModMed

Staff review and file

Intake summaries formatted for one-step filing into the patient chart

HIPAA-compliant capture

All PHI handled securely and stored per compliance requirements

Frequently asked questions

What exactly does the AI ask during new patient intake?

The AI asks for insurance carrier and member ID, reason for visit, medical history, current medications, allergies, emergency contact, and any prior authorizations needed. The questions adapt based on your practice's intake requirements and clinical workflow.

Does insurance information sync to ModMed?

Insurance details are captured on the call and returned in the intake summary. Your staff stores the information in ModMed's insurance section. The data does not auto-populate the chart; your team reviews and files it to ensure accuracy.

What if a new patient doesn't have their insurance card during the call?

The AI can capture what the patient knows (employer, plan name) and note that the card will be verified at check-in. Your staff follows up with the patient to get the full ID before the appointment.

Can the AI capture new patient data for multiple ModMed locations?

Yes. If your practice has multiple ModMed instances or clinics, MedReception routes new patient calls to the correct location and returns intake data ready to file at the right ModMed site.

Does the intake summary replace my ModMed intake form?

The AI-captured summary is a starting point. Your staff reviews it, confirms accuracy, and files it into ModMed. This reduces manual data entry and ensures your ModMed records are complete and accurate.

Related reading

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