Workflow

AI-guided intake capturing pain history, prior treatments, medications, and contraindications—all structured and ready for provider review

New pain patients need comprehensive intake before their first visit. An AI receptionist conducts a clinical intake call, captures pain history and medication list, and delivers a structured summary for your provider to review and file—freeing staff from manual data entry.

How it pays back

Clinical Intake Without Staff Burden

Your front desk is not on the phone for 15 minutes asking pain history questions. The AI conducts the intake call, captures responses in a structured format, and your medical staff review the summary before the first appointment.

Contraindications Flagged Before Arrival

The AI screens for medical conditions that may affect procedure safety: anticoagulation, active infections, uncontrolled comorbidities, pregnancy. Flags are highlighted in the intake summary so your provider can modify the treatment plan or defer if needed.

Medication and Allergy List Accurate

The AI asks about current medications, supplements, herbal treatments, and allergies. This list is returned as a structured summary ready for your provider to verify and sign—not manually entered or left incomplete.

New Patient Record Ready for First Visit

Demographics, contact information, and emergency contact are written to your EMR before the patient arrives. The clinical intake summary is returned for your provider to review and authorize. Your provider opens the chart to a complete intake; nothing is missing or deferred.

New patient records created in EMR

Demographics and insurance written directly; clinical summary returned for provider review

Contraindications flagged

Bleeding disorders, infections, comorbidities, and allergies identified during intake

Structured clinical intake

Pain history, prior treatments, current medications, and emergency contact captured in review-ready format

Digital intake forms completed

Patients sign consent and HIPAA acknowledgment via email link before arrival

Frequently asked questions

What clinical questions does the AI ask during new patient intake?

The AI asks about pain onset and duration, pain location and radiation, prior treatments (physical therapy, medications, prior injections), current medications and supplements, allergies, relevant medical history (bleeding disorders, diabetes, heart disease), and reason for visiting your clinic today.

Does the AI screen for contraindications to procedures?

Yes. The AI asks about anticoagulation use, active infections, pregnancy, uncontrolled hypertension, and other conditions that may affect procedure safety. These are flagged in the intake summary for your provider to review before the first appointment.

Can new patients complete intake online instead of by phone?

Yes. The AI can send a digital intake form via email; patients complete it and submit before their appointment. Or the AI calls them—your clinic chooses. Most practices use a hybrid: digital forms for basic info, AI phone call for clinical details.

Is the clinical intake written to the patient chart?

The intake is returned as a structured summary for your provider to review and authorize before filing to the chart. Your provider may edit or add notes. This ensures clinical accuracy and accountability before documentation is finalized.

What if a new patient reports a serious medical condition during intake?

The AI flags significant comorbidities (recent cardiac event, active cancer, severe bleeding disorder) in the intake summary. Your staff or provider can call the patient before the appointment to clarify or defer the procedure if medically necessary.

Related reading

Bring this to your practice

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