EHR integration

Nextech Integration: What MedReception AI Syncs into Nextech

MedReception AI is live with practices on Nextech, the specialty platform used by dermatology, plastic surgery, ophthalmology and aesthetics practices. Katie answers every call, and MedReception AI syncs the call summary, the intake details and a task for your team into Nextech through a secure inbox, the API or SFTP, depending on how your practice is set up. Your staff stop retyping phone notes and act on each request where they already work.

Live with Nextech practices

Built for

Nextech

Dermatology, plastic surgery, ophthalmology and aesthetics practices on Nextech

Syncs

Into Nextech

Call summaries, intake details and tasks from every call Katie answers

Delivery

Your setup

Secure inbox, API or SFTP, whichever route your practice uses

Data Entry

Reduced

Less retyping of phone notes into Nextech for the calls the AI handles

What reaches Nextech

What MedReception AI Syncs into Nextech

Three kinds of information reach Nextech from each call: the summary, the intake details and the task it creates for your team. The conversation itself is handled by Katie, Annie after hours and Victoria for voicemail; the work it produces lands where your staff already look.

Call Summaries

  • Who called, for which patient, and the callback number confirmed back
  • Why they called, in the caller's own words
  • What they need and how urgent it is
  • How the call was routed, including any transfer or escalation
  • Voicemails, turned into structured summaries by Victoria

Intake Details

  • New patient registration details: name, date of birth, address, phone and email
  • Insurance carrier, member ID and subscriber, as read from the card
  • The referring provider and the records the patient expects were sent
  • The procedure or area of interest on a cosmetic inquiry
  • Changes a caller mentions, such as a new address, for staff to review

Tasks for Your Team

  • Scheduling requests with visit type, provider and preferred times
  • Cancellations and reschedules, marked so freed time can be offered
  • Refill requests with the medication and pharmacy, for clinical staff
  • Consult requests for your coordinator, with the caller's contact preferences
  • Callbacks your rules assign to a named person or team

What Stays With Your Staff

  • Clinical questions and clinical decisions, routed by your escalation rules
  • Prescriptions and refills, which the AI never approves or changes
  • Insurance eligibility checks and prior authorizations
  • Deposits and card payments; payment callers go to your billing line or payment link
  • Creating a new patient's chart, and all clinical documentation

Integration mechanics

How the Connection Works

Nextech practices are set up in different ways, so MedReception AI delivers to Nextech by one of three routes. Which one your practice uses is settled with your team during onboarding, and the connection usually takes one to three days.

Secure Inbox

Summaries, intake details and tasks are delivered to a secure inbox your team works from, so each call arrives as an item someone can pick up and close.

API

Where your Nextech setup supports it, the same information is sent to Nextech through the API.

SFTP

For practices set up for file transfer, the information is delivered over SFTP, a secure file transfer channel.

Whichever Route You Use

The content is the same: who called, why, what they need and how urgent it is, with the intake details and the task attached to the request. Scheduling requests arrive as tasks, and your schedulers keep control of the Nextech calendar. The AI never changes clinical content on its own.

Specialty workflows

Specialty Calls Katie Handles for Nextech Practices

Nextech practices carry calls a generic answering service handles poorly: cosmetic inquiries on the same line as medical patients, Mohs referrals, eye symptoms that cannot wait. Katie follows the rules your practice writes for each, and the result syncs into Nextech for the right person.

Cosmetic Consult Inquiries

  • Cosmetic inquiries kept apart from medical dermatology calls
  • Procedure of interest, timing and how the caller found the practice
  • Prices shared only as your policy allows
  • Deposit questions sent to your billing line or payment link
  • Voicemail and text preferences recorded for a discreet follow-up

Mohs Surgery Calls

  • Referring dermatologist, biopsy site and diagnosis as the patient was told it
  • Whether the pathology report has been sent, and from where
  • Dates that do not work, and whether someone can drive the patient
  • Logistics answered from the instructions your practice writes
  • Medication and health questions routed to clinical staff

Cataract and Eye Calls

  • New flashes, floaters or a curtain over vision follow your escalation rules
  • Pain or worsening vision after eye surgery goes to clinical staff
  • Referrals from optometry and primary care captured with the referring office
  • Medical insurance or vision plan noted for scheduling
  • After hours, Annie follows the same rules

Post-Op Calls

  • Scheduling requests kept separate from symptoms
  • Fever, swelling or a draining wound routed by your escalation rules
  • Follow-up requests with the surgery date and the surgeon
  • Travel dates for patients who came from out of town
  • Refill requests passed to clinical staff, never approved by the AI

Data security model

PHI Boundaries for Cosmetic and Surgical Practices

Cosmetic callers often want discretion, and surgical patients need their concerns to reach the right clinician quickly. MedReception AI collects what each request needs, no more, and sends it to your team in Nextech.

Cosmetic Inquiry Callers

  • Katie asks only the questions your practice sets for an inquiry
  • Voicemail and text preferences recorded before anyone follows up
  • No chart details read back to callers
  • Price answers come only from wording you approve

Established Surgical Patients

  • Identity confirmed with the questions your practice chooses
  • Concerns after surgery follow your escalation rules
  • While the office is open, urgent calls can transfer to your nurse
  • The summary syncs into Nextech for the surgical team

Family and Proxy Callers

  • Your rules decide what a caregiver or spouse may request
  • Katie collects information; she does not read records back
  • The caller's name and relationship are recorded in the summary
  • Your privacy officer writes the proxy rule, and Katie applies it on every call

BAA and Compliance Posture

  • HIPAA compliance verified by Compliancy Group
  • A Business Associate Agreement is included
  • The AI never gives medical advice and never changes clinical content on its own
  • No card numbers are taken on the call

Onboarding timeline

Taking a Nextech Practice Live in About a Week

First

Connect to Nextech

Choose the route that fits your Nextech setup: secure inbox, API or SFTP. The connection usually takes one to three days.

Sync route agreed with your team

Then

Write Your Rules

Visit types and their lengths, which calls go to a person, who receives transfers, your pricing and deposit wording, and the escalation list your physicians write.

Your physicians draw the urgent line

Finally

Go Live

Start with after hours or overflow, then widen coverage. Registering your number for patient text messages takes about five days and sets the pace of the week.

Summaries arriving in Nextech

See the integration in action

Watch a Call Reach Nextech

In the demo we place a cosmetic consult call to Katie, show the structured summary and task it produces, and walk through how that information would sync into Nextech for a setup like yours.

Book a Nextech Demo →

Pricing

Specialty Practice Pricing

Pricing depends on your call volume and the hours you want covered. The pricing page sets out the plans, and a demo is the place to ask how the Nextech sync fits yours.

See Pricing →

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