Appointment Booking

AI intake creates new patient record, writes demographics and appointment to your EMR automatically

When a new patient calls, the AI receptionist gathers intake information and books the appointment. Confirmed details—name, date of birth, phone, appointment time—sync directly to your EMR. Your staff review the medical history summary and file it into the chart.

How it pays back

Zero Manual New Patient Entry

Demographics, appointment, and contact information write to the EMR directly. Staff no longer hand-type new patient records.

Immediate Chart Readiness

New patient appears in your system the moment the call ends. Clinician can pull up appointment and demographic context before the visit.

EMR-Agnostic Integration

Custom-built per client for named EMR systems. Switch EMRs and keep your AI—your configuration is portable.

Reduced Onboarding Friction

Patients are booked and in the system before arrival. No delays due to missing new patient setup.

New patient record created on the call

Appointment, demographics, and verified phone number written directly to EMR

Named EMR integrations

athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed

Medical history and allergy summary for staff review

Captured during call, structured for accuracy check before staff file into chart

Insurance information handled by your billing team

Captured on call and returned in summary; staff manage verification per your workflow

Frequently asked questions

Does the AI write the patient's medical history directly into the EMR chart?

No. Medical history, allergies, and clinical details are captured during the call and returned as a structured summary. Your staff review and file this information into the chart, ensuring a clinician verifies it before it becomes part of the permanent record.

What EMR systems are supported?

We have named integrations with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. Check with our team during setup if your system is on the list or if we can support it via structured export.

Can the AI pull existing patient records during the call to check for duplicates?

Yes. The AI checks your EMR for existing patients before creating a new record, reducing duplicate accounts. If a patient is already in the system, the call is routed to reschedule or update their appointment.

Does this affect our data security or HIPAA compliance?

No. EMR integration is encrypted and role-based. Call storage, data transmission, and access controls meet HIPAA standards. Your compliance team can review audit trails and access logs anytime.

What if a patient's information changes after the call (e.g., they move)?

Staff can update the new patient record in your EMR or via the patient portal. The AI intake is a starting point; your team retains full control over chart content and updates.

Related reading

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New Patient Intake and EMR Sync: From Call to Chart in One Flow | Medreception AI