Workflow

AI-guided intake captures pain history, prior treatments, and medications—before your staff review

Pain management new patient intake requires detailed questioning: onset, location, severity, prior interventions, medications, and allergies. Katie asks your configured questions, documents answers, and returns a structured summary your EMR staff can quickly review and file into the chart.

How it pays back

Reduce clinic wait time and improve new patient satisfaction

Patients who've already answered intake questions on the phone sit down with your provider without repeating their history. Check-in is faster, appointment time is used more efficiently, and patients feel the practice is organized and professional.

Catch red flags and clinical contraindications before the visit

Katie's intake summary includes allergies, prior surgical outcomes, failed treatments, and medication conflicts. Your clinical team reviews these details before the patient arrives and can prepare or reach out with safety questions. Fewer surprises during appointments.

Eliminate front-desk staff re-entry of new patient paperwork

Paper forms or patient portal links often don't get completed. Katie's intake is conversational, complete, and arrives as structured data for your staff to verify and file—no transcription, no manual data entry, no lost information.

Reduce new patient no-shows with clear appointment confirmation

Katie confirms the appointment, explains what to bring, and documents patient understanding. This clear confirmation—plus your automated reminder system—reduces no-shows compared to voicemail or email confirmations alone.

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

Frequently asked questions

What if a new patient's pain history is very complex (multiple prior surgeries, many failed treatments)?

Katie asks open-ended follow-up questions and documents the full timeline. Her summary is detailed and conversational, not abbreviated. Your clinical staff read a complete narrative, not a checklist. For very complex cases, your nurse can call the patient before the visit to clarify if needed.

Does Katie ask about worker's comp or personal injury claims?

Yes, if your practice handles those cases. During setup, you configure which intake questions Katie asks based on your patient population. She'll capture case type, date of injury, and attorney info if relevant. This information goes to your summary for staff to route appropriately (billing, clinical, legal hold).

How does Katie handle patients who don't speak English fluently?

Katie supports multiple languages. You can configure her to offer Spanish or other language options at the start of the call. She asks the same intake questions in the patient's preferred language, and the structured summary is available to your bilingual staff.

Can Katie ask about medication allergies vs. side effects to avoid incorrect drug reactions?

Yes. Katie is configured to ask 'Have you had any allergic reactions to medications (rash, swelling, difficulty breathing)?' separately from 'Are there any medications that have caused side effects?' This distinction is critical for pain management and is clearly documented in her summary.

What if a new patient says they've been to your clinic before but we don't have them in the system?

Katie asks for confirmation (date, provider name, procedure type). If no record is found, she documents the claim and flags it for your staff to investigate. This prevents duplicate records and helps you recover established patient revenue that was miscoded.

Related reading

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Streamlined New Patient Intake for Pain Management Clinics | Medreception AI