New Patient

Conduct intake, answer patient questions, and book the appointment—all in one call

AI receptionists gather new patient information, address common questions, and schedule the visit in one conversation, eliminating call transfers and multi-step booking workflows.

How it pays back

Single Conversation Eliminates Transfer Friction

Patient calls once. AI handles intake and booking without transfer to a staff member. No 'hold on, let me check with the scheduler' or 'I'll need to call you back.' Everything is resolved in real time.

Answers Practice Questions While Booking

Patient asks, 'What should I bring?' or 'Where do I park?' AI answers from your practice knowledge base. This reduces pre-visit confusion and no-show risk.

Appointment and Intake Captured Together

When the patient hangs up, your calendar has the appointment and your EMR has the new patient record with demographics linked. Intake summary—medical history, chief complaint, and flags—is structured and ready for staff to review and file. No separate manual steps.

Reduces Staff Time Per New Patient Contact

Your front desk staff doesn't handle new patient phone intake. They receive the appointment confirmation and intake summary, verify if needed, and move to the next call.

Intake and booking combined

One call captures demographics and appointment confirmation

Practice FAQs answered

Hours, location, pre-visit instructions, parking—all handled in the conversation

Appointment booked to calendar

Booking goes to your calendar and linked to new patient record in EMR

Intake summary for staff review

Structured summary captured; staff confirms appointment and intake integrity; no data re-entry required

Frequently asked questions

What if the patient wants to talk to a real person before booking?

The AI can transfer the call to an available staff member at any point. If no one is available, the call is queued with the patient's intake summary, so your staff can call back with full context. The patient doesn't have to re-explain their situation.

Can the AI check real-time availability, or does it need a pre-set schedule?

The AI integrates with your EMR and calendar system to check real-time availability. It shows open slots that match the patient's preference and books directly into your schedule. Changes to availability are reflected immediately.

How does the appointment confirmation work?

The AI confirms the date, time, and location with the patient during the call. Once booked, the patient receives an SMS or email confirmation with appointment details, your practice address, parking information, and pre-visit instructions.

Does the patient need to fill out intake forms after booking?

The core intake—demographics—is captured during the call and written to your EMR. Medical history, allergies, medications, symptoms, and chief complaint are captured as a structured summary during the call and presented to your staff for review and filing before the visit. Your staff can send a secure portal link for any last-minute updates or additional details.

What if the AI can't find an open appointment?

The AI informs the patient of the next available slot and offers to add them to a waitlist or schedule them on a future date. Your staff is notified so they can follow up if a cancellation opens up sooner.

Related reading

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New Patient Intake and Appointment Booking in a Single AI Call | Medreception AI