New Patient Onboarding
New patients are already on the phone booking an appointment. AI captures their full intake during that call, creates their EMR record with demographics, and returns a structured summary for chart setup—no separate forms or follow-up calls.
While the patient is still on the call, their name, DOB, contact info, and appointment details write to your EMR. Their chart is created, not waiting for an admin task. When they arrive, their record is already set up.
The AI captures allergy, medication, and chief complaint information. Your front desk receives a structured summary that's ready for the provider to review—no scrambling to get intake information on appointment day.
Insurance carrier and group number are captured on the call and included in the summary for your staff to verify and file. You have it before appointment day, giving time to check coverage or identify pre-auth requirements.
New patients calling after 5 p.m. don't get voicemail or a callback. They're booked, their intake is captured, and their chart is created—all before your morning team arrives.
New patient record created on the call
Demographics and appointment details automatically synced to your EMR
Complete intake summary for chart review
Staff receive organized clinical data before the first appointment
Insurance and allergy information documented
Captured during the call and included in the summary for pre-appointment verification
Ready for urgent or same-day appointments
Intake is structured and available immediately, even for rapid-turnaround bookings
No. The AI weaves intake questions naturally into the booking flow. It asks for appointment-related info first, then builds on follow-up questions as the patient provides information. Most calls feel conversational, not like an interrogation.
The AI recognizes existing relationships (patient mentions they're the child of [existing patient name]) and creates a separate new patient record while linking it to the family. Your EMR captures the relationship during setup.
Yes. The AI is configured by your practice to ask screening questions relevant to your specialty. A cardiology practice asks about chest pain history; a pediatric practice asks about pregnancy and delivery history. The questions adapt to the practice setting.
The AI captures what the patient is willing to provide and notes incomplete sections in the summary. Staff can follow up with a quick call or email before the appointment, focusing on the specific missing information instead of a generic form request.
New patient records, appointments, and demographics (name, DOB, phone, address) write to your EMR during the call. Clinical details (allergies, medications, chief complaint, medical history) are captured as a structured, EMR-pasteable summary for your staff to review and file into the chart.
Topic Hub
Patient intake
End-to-end AI intake workflows for new and established patients.
Topic Hub
EMR and EHR integrations
See exactly which patient data auto-syncs to your EMR and which is captured for staff review.
Product
Meet Katie, the AI receptionist
Learn how Katie guides patients through intake, appointment booking, and data collection seamlessly.
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
