ModMed Workflows
ModMed practices deploy AI reception to conduct phone intake calls during business hours—capturing chief complaint, insurance, and medical history. Information returns as a chart-ready summary for staff review and filing.
Instead of tying up a staff member on a 10-minute intake call, the AI conducts the call in parallel with other work. Staff receive a structured summary, verify accuracy, and file—no re-asking for information.
Chief complaint, medical history, and current medications are already in the chart summary. The provider doesn't discover allergies or medication interactions during the visit—they prepare.
Photos of insurance cards are captured during the call and uploaded to the patient portal for your billing team to verify. By the time the patient arrives, you know coverage and co-pay.
Structured intake captured on every new patient call
Chief complaint, history, medications, allergies, insurance info
Chart-ready summaries for staff review
Clinical data returned as EMR-pasteable text, not raw voice
Insurance details managed separately
Photos and policy info routed to staff—not auto-synced to avoid compliance gaps
It complements both. A new patient calling to schedule can be offered the option to complete intake by phone (via AI) or online (via your portal). Either way, the structured data lands in your staff inbox. For urgent calls, phone intake is faster.
The AI requests a photo of the insurance card during the call. The image is uploaded to a secure patient portal and flagged for your billing team to verify and file. Insurance policy details do not auto-sync to ModMed—your team reviews and enters them to ensure accuracy and compliance.
The AI captures as much detail as possible in a natural conversation. The structured summary is returned to your provider with verbatim notes. Your provider or clinician can review the call recording or reach out to the patient before the visit if clarification is needed.
Yes. The AI can ask if the patient knows whether their insurance requires prior authorization for the procedure or specialty. The answer is captured in the summary. Your team then handles the actual prior-auth request based on what was documented.
Workflow
Patient intake
How structured AI intake accelerates check-in and reduces staff re-entry.
Product
AI receptionist for ModMed
Full ModMed integration including intake, scheduling, and demographic sync.
Workflow
New patient scheduling
End-to-end first-visit booking with intake and confirmation.
Related
Automate new patient creation in ModMed with AI intake calls
AI receptionist captures new patient name, DOB, phone, and demographics on inbound calls and writes directly to ModMed.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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