Patient Intake

How AI receptionists complete new patient intake and sync appointments to your EMR on the same call

AI captures new patient demographics and books an appointment—then syncs demographics and appointment to your EMR automatically. Medical history, allergies, medications, and insurance are returned as a structured summary for your staff to review and file.

How it pays back

One Call, Complete Onboarding

Patient contacted once. Intake, appointment booking, and EMR entry all happen in real time. No follow-up call, no email exchanges.

Automatic EMR Population

Name, DOB, phone, email, appointment date/time, and new patient flag sync directly to your EMR from the call. Demographics never manually re-entered.

Medical History Ready for Review

Chief complaint, medical history, allergies, and medications are captured on the call and returned as a summary for your staff to validate and file into the chart.

Insurance Captured, Staff-Handled

Insurance information is collected on the call and returned in the intake summary for your staff to verify and file—not automatically entered into the chart.

New patient record auto-created

Demographics and appointment synced to EMR instantly

Structured intake summary

Chief complaint, medical history, allergies, medications organized for staff review

Zero manual data entry

Appointment and demographics all automated

Named EMR integrations

Direct sync to athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed

Frequently asked questions

What data syncs to my EMR automatically when a new patient books?

Name, date of birth, phone number, email, appointment date/time, and new patient flag sync automatically. Medical history, allergies, medications, and insurance details are returned as a structured summary for your staff to review and file.

Does the patient record get created before the appointment is booked?

The record is created during the call as the AI collects demographic information. The appointment is added immediately after, and both sync to your EMR at the end of the call.

What if a new patient's information is incomplete or wrong?

Your staff review the intake summary and can correct any information before it's finalized in the chart. Phone and email are synced immediately for calendar purposes, but all clinical data is staff-validated before filing.

Does insurance information auto-populate in the EMR?

No. Insurance details are collected on the call and returned in the intake summary for your staff to review and file. This ensures your team verifies coverage and eligibility before the appointment.

Can the AI handle new patient requests from your website or online form?

Yes. When a patient submits a new patient form online, the AI can automatically call them, complete the intake, book the appointment, and sync everything to your EMR without any staff intervention.

Related reading

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New Patient Intake + Instant Appointment Sync | Medreception AI