New Patient Workflow
The AI receptionist gathers new patient demographics and appointment details during the call, then returns a structured summary your staff can review and file. Medical history, allergies, medications, symptoms, and questionnaire responses are captured as organized notes for clinical review—not auto-populated into your chart.
Instead of managing incomplete forms, hunting for missing contact numbers, or waiting for patients to mail papers back, you receive structured data: demographics, insurance, chief complaint, and responses to your custom questions. Your staff reviews once and files it.
The AI converses naturally about their health concern while gathering intake data. Patients describe their symptoms and history in context, not by answering a rigid checklist. This builds rapport and captures richer clinical detail for your staff.
When intake happens on the call, there's no follow-up step for patients to forget or skip. By the time they arrive, your chart is ready. No surprise blank forms, no re-intake visits, no delays to seeing the provider.
The structured summary includes chief complaint and urgency flags. Your scheduler and clinical staff see the same organized picture from day one, so urgent patients aren't buried in a pile of forms.
Appointment and demographics recorded together
Single call captures booking and new patient enrollment
Intake summary delivered to staff instantly
No delay between call end and staff review
Structured format for EMR filing
Every field labeled and organized for quick import
Chief complaint and urgency flagged
Clinical staff can triage and prepare before first visit
You configure the questions and questionnaire structure you want the AI to use. The AI asks your questions naturally within conversation, not as a rigid script. If you use athenahealth, eClinicalWorks, Epic, Elation, or another supported EMR, your existing intake forms can be imported to guide the AI.
The AI captures what the patient offers and flags unanswered fields in the summary. Your staff can see the gaps, review the call transcript, and follow up at the first visit or by phone if needed. No data is discarded.
Yes. You can configure conditional questions (e.g., allergy screening for dermatology, medication list questions for primary care). The AI asks relevant questions based on the patient's answers and your practice configuration.
All intake data is encrypted during the call and stored in HIPAA-compliant systems. Call recordings are retained and indexed so your staff can retrieve specific details if needed. Data is never shared with third parties without your consent.
Patients receive a confirmation call or message with their key details (appointment time, any important confirmations). Detailed intake corrections happen during the first visit or via staff follow-up. Your staff always has the full call transcript to resolve discrepancies.
Workflow Hub
Patient Intake
Comprehensive overview of AI-powered patient intake processes.
Specialty
AI Receptionist for Primary Care
Primary care practices benefit from structured intake of medications, allergies, and chronic conditions.
Product
Meet Katie, the AI Receptionist
How Katie captures and organizes patient data during every call.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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