Workflow
Pain procedures often require prior authorization. Scheduling an appointment without confirming insurance eligibility and auth requirements delays treatment and wastes clinical time. AI collects insurance, procedure history, and auth status on intake calls.
Instead of clinician discovering missing auth during chart review, your AI asks during scheduling. Staff has time to request auth or discuss payment before the patient arrives.
Known insurance and prior auth status entered at booking; staff begins auth request immediately. Patient arrives for consultation with pathway to procedure already clear.
Uninsured patients flagged during intake call. Your staff can discuss cost, payment plans, or financial assistance before first visit rather than at the desk.
AI asks what procedures patient has had and with which insurers. Useful context for staff when requesting new auth and for clinician planning.
Insurance collected on first call
Capture policy, group number, coverage details during intake—not on arrival
Prior auth requirements flagged
Identified procedures needing preapproval; staff begins request immediately
Structured summary for your team
Insurance and auth info returned as editable summary your staff reviews and files into EMR
Uninsured identified early
Cash-pay patients flagged for cost discussion before visit
No. The AI collects insurance information (policy number, group, carrier name, and subscriber info) on the call. Your staff uses this to verify coverage and request prior auth through your normal channels. The AI summary is a structured starting point, not real-time verification.
The AI asks for member ID or group number but can also work with patient name and date of birth for staff to look up later. The AI documents what was and wasn't available, so your team knows what to request from the patient before the visit.
Yes. Patient demographics (name, DOB, phone) sync to your EHR (AdvancedMD, Tebra, athenahealth, Epic, eClinicalWorks, Elation, Cerbo, Hint, AdvancedMD, ModMed), and insurance information is returned as a structured summary your staff reviews and files. Your team uses this to log into your carrier portals and submit auth requests.
The AI asks about primary and secondary coverage. Both are captured in the intake summary your staff files into the chart. Your team handles any coordination-of-benefits calls needed.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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