New Patient Onboarding
When a new patient calls to schedule, the AI receptionist completes intake, creates a new patient record, and writes verified demographics to your EMR. Your staff receives a structured summary ready for review, not an incomplete booking.
The provider sits down with a new patient chart that already has demographics, allergy flags, medication list, and reason for visit—all presented as a structured summary for staff review. No 'tell me about yourself from scratch' delays.
The AI verifies name and DOB during the call. If the patient is already in the system under a different name or facility, the system identifies it. Your staff confirms the correct record before the appointment is booked.
Insurance details are captured on the call and handed to your billing team immediately. Coverage checks and benefit verification can begin before the first appointment, reducing check-in friction.
Patients receive a link to sign consent and upload their insurance card. They complete it on their own time and your staff files it before the visit. No forms to print or mail back.
New patient record created on the call
Demographics and roster entry automatic; appointment booking and verified demographics written to EMR
Complete intake before first appointment
Allergies, meds, history, and reason for visit all captured and returned as a structured summary for staff review
Insurance data captured and formatted
Ready for billing team verification and coverage checks
Consent and ID forms collected digitally
Signed and uploaded to portal; staff files before visit
During the call, the AI collects name, DOB, and phone. It checks your EMR for matches. If a potential duplicate is found, the system alerts your staff so they can verify the correct patient record before the appointment is booked.
Both options work. If they prefer the portal, they can complete intake there before their appointment. If they call, the AI completes it on the phone. Either way, your staff gets structured data ready for review.
Demographics (name, DOB, phone, address) and the appointment booking are written immediately. Clinical data (allergies, medications, medical history, reason for visit) is returned as a structured summary for your staff to review and file into the chart.
Yes. The AI can ask fewer questions for a follow-up visit and a full intake for new patients. You can also customize questions by visit type or specialty so pediatric intake is different from orthopedic intake.
The AI captures what is provided and flags gaps in the summary (e.g., 'Insurance carrier provided, but group number not stated'). Your billing team reviews the call recording and summary, then follows up with the patient for clarification before the visit.
Duration depends on complexity and visit reason. The AI is designed to be conversational and efficient. Staff can configure which questions are mandatory vs. optional to keep calls concise while capturing essential data.
Related
Patient intake
Structured intake workflows that capture and verify patient data during the call
Integration
EMR and EHR integrations
New patient record creation and automatic demographic population across supported EMRs
Product
Meet Katie, the AI receptionist
See how Katie handles new patient calls from scheduling through chart prep
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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