New Patient Experience
When a new patient calls, the AI books their appointment and collects comprehensive intake data in one conversation. Your staff receives a structured intake summary ready to review and file, with demographics and appointment details synced to your EMR.
The AI handles intake questions while booking, so the call doesn't get longer—it gets more productive. New patients complete their intake and leave the call with a confirmed appointment and appointment reminder.
Your staff doesn't chase new patients for missing information. The AI captures the full intake profile during the initial call and returns it as a structured summary, so your team can review and file it before the patient walks in.
Because new patients have confirmed their appointment, provided insurance, and feel engaged in a real conversation, they're more likely to show up. Your schedule is more reliable.
New patients experience a smooth, professional intake process on the phone. When they arrive, check-in is quick and welcoming—they feel valued, not like they're filling out endless forms.
Complete new patient intake on first call
Demographics, insurance, medical history, medications, allergies captured and structured
Appointment details and demographics sync to EMR
Name, DOB, phone, address, and appointment details automatically recorded in your chart system
Insurance information captured in workflow
Coverage information captured on call and uploaded for staff to verify and file
Ready-to-file summaries
Structured intake summaries organized by section for your staff to review before the appointment
No. The AI asks intelligently and briefly. Most new patient intake calls take 3–5 minutes. Because the questions are part of a natural conversation (not a form), patients don't mind. The call feels shorter than it actually is.
The AI captures 'patient doesn't recall' or 'to be reviewed at visit' and notes it for your clinical staff. Your provider can ask in person or request records. The summary is clear about what's missing.
The AI confirms name, date of birth, and phone number. It doesn't require a complex identity verification. Your staff can do a full verification at check-in or call the patient back if anything seems off.
Appointment details and demographics (name, DOB, phone, address) sync automatically to your EMR. Medical history, insurance information, and chief complaint are returned as a structured summary for your staff to review and file into the patient record.
Yes. They can call back, or you can send them a link to the MedReception patient portal where they can update any information before their appointment. Changes are reflected in the intake summary.
The AI notes 'self-pay' or 'uninsured' in the intake summary. Your billing staff can follow up about payment options before the visit. The appointment is still booked and confirmed.
Workflow Hub
Patient intake
See how new patient intake integrates with scheduling and EMR creation.
Integration Hub
EMR and EHR integrations
Learn which data syncs automatically to your EMR and what requires staff review.
Growth Insight
How Medical Practices Attract New Patients
Understand how professional phone handling and smooth intake improve new patient conversion.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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