Patient Intake

AI receptionist collects name, DOB, address, and insurance during appointment booking—data syncs to your EMR

When new patients call to schedule, the AI receptionist captures demographics, insurance carrier, and contact information. Appointment bookings and new patient records are automatically created in your EMR.

Collects name, date of birth, address, phone, and email on every new patient call
Records insurance carrier and policy type for reference by your billing team
Creates new patient records in your EMR automatically as part of the booking
Appointment bookings and patient demographics (name, DOB, phone) are written to your EMR during the call
No duplicate patient entries; the AI checks for existing records before creating new
Insurance information is captured and made available to staff for verification and eligibility checking

How it pays back

Patient records ready before first appointment

By the time the patient arrives, their demographic record exists in your EMR. Your clinical staff doesn't have to create the chart on the fly during the visit.

Billing team has insurance info upfront

Insurance carrier and policy type are captured during the call and available to your billing team for eligibility verification and authorization before the appointment.

No duplicate records or data entry

The AI checks your EMR for existing patients before creating new records, and demographic data is entered once during the call, not re-keyed by staff.

Faster check-in on appointment day

With demographics already in the chart, your front desk check-in is quicker. Patients spend less time on paperwork and more time with their clinician.

New patient records created on call

Demographics and booking synced to your EMR

Duplicate patient detection

AI checks existing records to prevent duplicate chart creation

Named EMR integrations

athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed

Insurance carrier captured

Billing and eligibility teams have coverage info before the visit

Frequently asked questions

What demographic fields does the AI capture?

The AI collects name, date of birth, address, phone number, email, emergency contact, and insurance carrier. These fields are recorded during the call and written to your EMR as a new patient record.

Does the new patient record sync to my EMR automatically?

Yes. When the AI completes a new patient booking, appointment time and patient demographics (name, DOB, phone) are written to your EMR automatically. Insurance information is captured and returned as a structured summary for your billing team to review and file.

What if the patient's information doesn't match an existing record?

The AI compares the patient's name and date of birth against your existing patient database. If there's no match, a new record is created. If there's a close match, the AI flags this for your staff to review and confirm whether it's an existing patient or a new one.

Can I control which demographic fields are required?

Yes. You can configure which fields the AI must collect before completing the booking (e.g., phone and email required, insurance optional). This ensures your practice captures the data you need without making calls unnecessarily long.

Is the insurance information verified during the call?

The AI captures insurance carrier and policy type during the call. Your billing team can then verify coverage and check for eligibility requirements before the appointment using your standard verification process.

What EMR systems support automatic new patient record creation?

MedReception integrates with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. Contact our team to confirm your specific EMR integration capabilities.