Workflow
Two pain clinics rarely want the same intake script. This page covers choosing the questions Katie asks new patients, the wording choices that matter clinically, and the case types such as workers' comp that need their own branch.
Which questions Katie asks is set during onboarding based on your patient population and your providers' preferences, so your intake reflects how your clinic works rather than a generic template.
Asking about an allergic reaction such as rash, swelling, or difficulty breathing separately from asking about medications that caused side effects produces two useful answers instead of one ambiguous one.
Workers' compensation and personal injury callers need different fields, such as case type, date of injury, and attorney contact. A dedicated branch captures them and routes the summary to whoever handles those cases.
A carefully worded question in a language the caller does not speak fluently gathers less than a plain one in their own. Katie can run the same intake in another language, and the structured summary still reaches your team.
Structured clinical intake
Pain history, priors, medications, and allergies captured and documented
New patient demographics synced
Name, DOB, phone, and contact info written to EMR automatically
Intake summary ready for staff
Clinical notes and allergy flags available before patient's first visit
Insurance details captured
Information recorded for staff verification and eligibility checking
Start with the questions your providers ask at every new pain consultation and the ones they wish they had before the room. Those become the core script, and case-specific questions are added as branches rather than asked of everyone.
If your practice takes those cases, yes, and as a separate branch. Case type, date of injury, and attorney details are captured when relevant and routed in the summary so billing, clinical, and any legal hold are handled by the right people.
Because a rash or swelling and an upset stomach are different clinical facts that patients often report with the same word. Asking them as two questions keeps the distinction, and the summary documents each one clearly.
Yes. You can configure a language option at the start of the call, and the same intake questions are asked in the caller's preferred language. The structured summary is available to your staff either way.
Open-ended follow-up questions and a narrative summary work better than a checklist here. The timeline is documented as the patient tells it, and for genuinely complex cases your nurse can call before the visit to clarify.
Topic
Patient intake
How structured AI intake captures and summarizes clinical details for EMR filing.
Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
Next step
Pain management practices
How call handling differs for pain management practices.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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