Call Type

New Patient Intake Calls

The most commercially valuable call type, and the easiest one to lose to a hold queue. New patients are shopping.

The most commercially valuable call type, and the easiest one to lose to a hold queue.

New patients are shopping. If they reach voicemail they call the next practice on the list, and the acquisition cost of winning them back is far higher than the cost of answering.

What goes wrong today

New patients are shopping. If they reach voicemail they call the next practice on the list, and the acquisition cost of winning them back is far higher than the cost of answering.

How an AI front desk handles it

Every new-patient call is answered immediately, insurance and demographics are captured, and the visit is booked before the caller has a chance to reconsider.

  • Insurance and demographic capture
  • Referral source tracking
  • Immediate booking rather than a callback
  • Escalation if the caller needs a clinician

What to measure

Pick the metrics before go-live so the change is visible afterward. These are the ones that move first for this workflow.

  • Answer speed and abandonment rate
  • First-call resolution for this call type
  • Staff hours returned to other work
  • Patient-reported access experience

Getting it live

MedReception.ai personalizes this workflow to your practice: your rules, your escalation paths, your EMR. Personalized go-live typically runs 7 to 14 days.

  • Map your current handling of this call type
  • Define escalation and exception rules
  • Connect the EMR handoff
  • Test with real scenarios before go-live

Rollout checklist

  • Document how this call type is handled today.
  • Decide which cases must reach a human immediately.
  • Define where the record should land in your EMR.
  • Agree the metrics you will judge success on.
  • Test with real call scenarios before go-live.

Frequently asked questions

How long does this take to set up?

This workflow is part of a standard MedReception.ai go-live, which typically runs 7 to 14 days including mapping, personalization, and testing.

Can we keep a human in the loop?

Yes. You define which cases escalate and to whom. The AI handles volume; your team keeps the judgment calls.

Does it work with our EMR?

MedReception.ai integrates with the major EMR platforms and can pass structured records into your existing workflow.

Part of AnswerEvery call picked up, triaged, and routed — including the ones outside office hours.See the whole pillar →

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