Patient Intake
Stop asking new patients to arrive early. AI captures intake during the booking call and writes appointment and demographics to your EMR automatically. Your clinical team opens the chart minutes after the call ends.
Intake is done before the patient books. When they check in, they're ready for the clinical team. No waiting, no wasted chair time, no frustrated patients.
Instead of opening a blank chart and starting an interview from scratch, the provider walks in with medical history, allergies, current meds, and chief complaint already documented. Saves time and reduces clinical errors.
Insurance data is captured during the call and handed to your front desk as part of the intake summary. Your team can verify coverage before the visit. No billing surprises, no claim denials due to eligibility gaps.
Data is ready the moment it's captured. No need for someone to come in early to pre-populate charts or chase down missing information.
New patient intake completed on the phone
Demographics, chief complaint, medical history, allergies, medications
Appointment and patient demographics synced to EMR automatically
No manual entry, chart ready within minutes
Staff review and file in under a minute
Pre-structured summary, not raw notes
Zero chair time spent on intake forms
Clinical team starts care immediately
Appointment details (time, date, new patient flag) and patient demographics (name, DOB, phone) are written to your EMR immediately after the call. The intake summary (chief complaint, medical history, medications, allergies) is returned to your staff within seconds as a structured, pasteable summary ready to review and file. Most practices report the entire patient record is populated before the appointment starts.
The AI captures what it can during the call and flags items for clinical follow-up. Your staff can call the patient the day before the appointment to fill in details, or the provider can address it during the visit. Either way, the basic history and chief complaint are already documented.
For scheduled appointments, yes—intake happens when they call to book. Walk-ins can complete a rapid intake form or brief verbal intake with your staff on arrival. The workflow is designed primarily for scheduled new patients.
The patient record is created but the appointment is cancelled in your EMR. The data remains in the chart for future reference if they reschedule. No wasted effort—the information is there if they return.
Not required, but strongly encouraged. The AI will ask; if the patient prefers to provide it at check-in, they can. However, capturing it on the call allows your team to verify coverage before the visit and avoid surprises.
Hub
Patient intake
Full workflow for AI-driven intake and why it's faster and more accurate than paper processes.
Integration
EMR and EHR integrations
See which platforms support automatic syncing of appointments and new patient demographics.
Operations
Front desk workload
How AI intake eliminates manual data entry and frees your team for patient care coordination.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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