Workflow
See step-by-step how voice AI captures caller intent, checks availability, creates patients, and syncs appointments to your EMR—eliminating manual booking steps and staff re-entry.
No 'I'll check with the doctor and call you back.' The AI confirms availability in real time and books immediately, so callers hear their appointment details before hanging up.
Demographic capture happens naturally in conversation. AI creates the new patient record in your EMR with name, DOB, phone, and address—ready for clinical staff to review and assign to a provider.
Insurance carrier, billing info, and intake responses are captured on the call and returned as a structured summary. Your team reviews, verifies, and files—no AI guessing at clinical details.
Clerical staff no longer spend hours on the phone scheduling. Routine appointments book 24/7 without staff touch, freeing clinical time for patient care.
Live EMR availability check
AI sees real-time schedule and confirms slots immediately
New patient record creation
Demographics and contact info (name, DOB, phone) sync to chart during call
Structured intake summary
Captured data returned to staff for review and filing
Caller confirmation on first call
No 'we'll call you back' delays—appointment locked in during conversation
The AI connects to your EMR in real time and sees every provider's schedule. It understands specialty requirements (e.g., 'I need a dermatology appointment'), checks availability, and offers the soonest open slot that matches the patient's preference.
The AI detects it's a new patient and captures their core demographics (name, date of birth, phone, address) during the call. A new patient record is created in the EMR immediately. Insurance and photo ID are captured and returned to staff for verification.
For complex sequences, the AI schedules the first appointment and hands off additional bookings to staff with context. This keeps most routine bookings fully automated while preserving control for special cases.
The AI can send SMS and email confirmations immediately, or your practice can follow up with your standard confirmation workflow. The appointment is locked in the EMR, so no double-booking occurs.
Appointment, new patient demographics (name, DOB, phone, address) sync directly to the EMR. Insurance details, photo ID, and detailed intake answers are captured on the call and returned as a structured summary for your staff to review and file into the chart.
Topic
Patient intake
How voice AI captures and structures intake data for clinical staff.
Integration
EMR and EHR integrations
See which EMR platforms support real-time appointment sync and new patient creation.
Product
Meet Katie, the AI receptionist
Explore the full booking workflow and EMR integration in action.
Insight
Convert Callers Booked Appointments Revenue
Understand how instant appointment booking improves patient acquisition and practice revenue.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
