Patient Intake

Appointment bookings and new patient demographics (name, DOB, phone) are created in your EMR during the call. Clinical intake details are captured and returned as a structured summary for your staff to review and file—no manual data entry required.

AI receptionists capture intake data during the call and write appointment bookings and new patient demographics directly to your EMR. Clinical information—chief complaint, history, allergies—is returned as structured text ready for your staff to review and file in seconds.

How it pays back

Appointment Created on the Call

The moment a patient confirms their time slot, the appointment appears in your EMR calendar. No staff member needs to re-enter the booking. Your schedule is live and accurate from first contact.

New Patient Record Built Automatically

Name, date of birth, phone number, and initial appointment details are written to your EMR. Your staff doesn't manually create the patient in your system; the AI handles it. Check-in becomes rooming, not intake.

Clinical Summary Ready for Filing

All captured intake data—chief complaint, medical history, allergies, medications—is returned as a structured summary that your staff can review and file in your EMR in seconds, not re-type from a form.

Appointment and demographics written to EMR

Booking confirmed and new patient record created during the call

New patient auto-created

Demographics (name, DOB, phone) written to EMR; clinical data prepared as summary for staff to file

Named EMR integrations

Direct write-back to AdvancedMD, athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, and others

Staff focuses on chart completion

Booking and patient creation completed; no form re-entry required

Frequently asked questions

Does the AI write clinical notes directly to the patient chart, or just the demographics?

The AI writes appointment bookings and new patient demographics (name, DOB, phone) directly to your EMR. Clinical information—history, allergies, chief complaint, symptoms—is captured during the call and returned as a structured summary that your staff reviews and files in the chart. This keeps the clinical note under staff control while automating data capture and entry.

Which EMRs does the AI integrate with for direct write-back?

MedReception integrates with AdvancedMD, athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, and others for direct write-back of appointments and new patient demographics. For a complete list of named integrations and integration timelines, see our EMR integrations page.

What if the AI writes an appointment to the wrong time slot?

The AI books appointments based on real-time availability pulled from your EMR calendar. If a slot is shown as available when the patient confirms, the booking is accurate. Your staff can edit the appointment in your EMR afterward if needed, just as with any manual booking.

Does the new patient record include insurance information?

Insurance information is captured on the call and returned as part of the intake summary. Your staff can add it to the patient record in your EMR, or the patient can upload their insurance card in the MedReception portal. Insurance details are captured for your review and entry, not auto-populated to your EMR.

Can a staff member override or edit the AI-created appointment if needed?

Yes. The appointment and patient record are created in your EMR like any other entry. Your staff has full access to edit, move, or update appointments and patient details before or after the patient arrives.

Related reading

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From Call to EMR: How AI Intake Data Writes to Your EHR System | Medreception AI