Onboarding
Gather new patient information—demographics, insurance, medical history, allergies—in a single conversational call. Name, DOB, and phone write to your EMR; medical and insurance details are captured as a structured summary for staff review.
When a new patient calls to schedule, intake happens immediately. Your EMR gets their name, DOB, and phone. Medical and insurance summaries are ready for your staff to review. By the time the patient arrives, you have a complete new-patient file.
Many practices send new patients emails with links to pre-visit forms. Many forms go unfinished. With AI intake on the call, forms are done—no follow-up emails, no incomplete data, no patient frustration.
The AI captures insurance information during the call and returns it as a structured summary for your staff to verify. Your team can check coverage and alert the patient to copay or deductible before the appointment. No surprises at check-in.
Information is captured once, in real time, by the AI. No transcription errors, no blank fields, no 'I'll email that later.' New patients start with verified, clean records in your system.
New patient demographics written to EMR
Name, date of birth, phone number sync immediately to your EMR on booking
Insurance and medical summary captured
Structured data returned for staff review and filing—not auto-synced to chart
First-call intake completion
All new patient information collected in a single call; no follow-up forms required
Staff review before chart entry
Clinical and insurance data verified by human staff before entering patient record
Name, date of birth, and phone number write to your EMR automatically when the appointment is booked. Insurance and medical history are captured and returned as a structured summary for your staff to review and file into the patient chart.
The AI answers after-hours calls and can conduct full new-patient intake. Information is timestamped and waiting for your staff in the morning. Your team reviews it, verifies it, and enters it into the EMR before the appointment.
Yes. Intake flows are configured per practice or specialty. You can add allergy screening questions, surgery history, medication list details, or other information your specialty requires.
The AI captures what the patient knows and flags missing information in the summary. Your staff can follow up before the appointment or ask at check-in. You maintain control of data collection.
No. Intake and booking happen in the same call—it's one conversation. Patients answer intake questions, confirm their appointment time, and hang up. No additional steps, no extra calls.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
