Patient Intake
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.
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.
Insurance carrier and policy type are captured during the call and available to your billing team for eligibility verification and authorization before the appointment.
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.
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, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, PS Suite, Nextech
Insurance carrier captured
Billing and eligibility teams have coverage info before the visit
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.
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.
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.
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.
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.
MedReception integrates with athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, PS Suite, and Nextech. Contact our team to confirm your specific EMR integration capabilities.
Integration
EMR and EHR integrations
See all EMR systems where new patient records and demographics are written automatically.
Related Topic
Patient intake
Learn how AI intake extends beyond demographics to include medical history and clinical questionnaires.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
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Capture new patient calls that would normally be lost to slow scheduling
New patients calling to schedule their first appointment often reach a busy line or voicemail.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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