Workflow

Capture insurance and consent on therapy intake calls, verified by your staff

MedReception asks new therapy patients for insurance details, payment method and consent to treat on the initial call. Information is returned as a structured summary for your staff to verify and file.

How it pays back

Insurance details captured without a staff callback

New patients provide insurance information on the initial call. Your staff reviews and verifies coverage; no separate insurance call needed.

Consent and privacy forms acknowledged during intake

The AI confirms patient consent to treat and privacy practices on the call. Your staff files the acknowledgment into the chart; no forms printing or chasing.

Staff can verify coverage before the first appointment

Insurance details are captured and organized in a summary. Your billing staff can review the information and identify any prior auth requirements before the patient arrives.

Missing or invalid information is flagged

The AI notes incomplete responses (e.g., no member ID, incorrect insurance name). Your staff can follow up before the appointment to collect missing details.

Insurance captured on first call

Carrier, member ID, group number and subscriber recorded

Consent acknowledged during intake

Patient confirms privacy practices and consent to treat

Structured summary for staff review

Insurance details, consent and demographics organized for your verification

Appointment booked and patient record created

Booking and demographics sync into your EHR; insurance summary ready for filing

Frequently asked questions

Does insurance information auto-populate the patient chart?

No. Insurance details are captured on the call and returned in a structured summary for your staff to review. Your staff verifies the information and files it into the chart. You retain full control over insurance verification.

What if a new patient does not have insurance or has a high deductible?

The AI notes this during intake. Your staff reviews the summary and can follow up to discuss payment options or other arrangements before the first appointment.

How do we confirm patient consent to treat?

The AI asks the patient to confirm they understand your privacy practices and consent to treatment. Your staff files this acknowledgment into the chart as part of the intake summary.

Can the AI ask about prior therapy or medications?

Yes. You configure intake questions based on your clinical needs. The AI can ask about psychiatric history, current medications, previous therapy and other clinical details. Answers are returned in the summary for your clinician to review.

What happens if the patient's insurance information is incorrect or incomplete?

The AI flags missing or invalid information in the intake summary. Your staff can call the patient before the appointment to collect or correct details.

Related reading

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