Workflow

Capture full injury history and medical context during the first phone call

New sports medicine patients call with current and past injuries. The AI collects mechanism, prior treatments, imaging, and medical history on the call and creates a complete new patient record.

How it pays back

Clinician sees prior injury context on arrival

Is this a repeat sprain? Prior ACL tear? Prior imaging? The AI captures the injury timeline on the first call, eliminating the need to re-ask during check-in. Exam efficiency improves.

Insurance and medical history pre-collected

New patient intake forms are a bottleneck. The AI collects insurance, allergies, medications, and relevant history during the phone intake. Staff verify and file; check-in is faster.

New patient chart is ready before arrival

Name, DOB, phone, and contact info sync to your EMR. Medical history and insurance details are returned as a structured summary for your staff to review and add to the chart before the patient walks in.

Prevents duplicate patient records

The AI checks existing patients by name and DOB before creating a new record. Returns are recognized as existing patients, reducing administrative burden.

Full injury history captured

Current and prior episodes, mechanism, and treatment context

Medical history and insurance collected

Allergies, medications, and insurance details on the call

New patient record created in EMR

Demographics and appointment details sync automatically

Pre-visit summary prepared

Clinician and staff see full intake context before arrival

Frequently asked questions

What injury history questions does the AI ask?

Current injury: mechanism, location, onset. Prior history: prior sprains or injuries to the same area, prior imaging (X-ray, MRI), prior treatment. The AI asks how long ago prior episodes occurred and whether they required surgery or special treatment.

Does the AI collect insurance during intake?

Yes. It asks for insurance carrier name, policy number, and group number. This information is captured on the call and returned as a structured summary for your staff to verify and file into the chart. Your staff manually enters or scans insurance into the EMR per your workflow.

What happens if a new patient doesn't have insurance or is self-pay?

The AI notes self-pay status and skips insurance questions. Patient demographics and injury history are still captured. Your billing team can follow up on payment arrangement during check-in.

Can the AI ask about allergies and medications?

Yes. It asks about drug allergies, environmental allergies relevant to care, current medications, and any prior surgeries. This information is captured and returned as a structured note for your staff to file into the patient's medical history section.

How is this information entered into the EMR?

New patient demographics (name, DOB, phone, contact) sync directly to your EHR. Medical history, allergies, medications, and insurance details are returned as a structured summary that staff review and file into the appropriate chart sections before or during the visit.

Related reading

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