Live EHR integration

MedReceptionist books patient calls into Jane

For chiropractic, PT, wellness, and aesthetics clinics running Jane, MedReceptionist answers the call, identifies the patient and visit reason, checks the configured scheduling workflow, creates an appointment in Jane when write-back is enabled, and hands off safely when it cannot confirm the booking.

How booking works

From phone call to confirmed Jane appointment.

Call capture

The AI collects caller identity, reason for visit, preferred timing, contact details, and any practice-approved intake fields.

EHR mapping

The configured provider, facility, reason code, service duration, and patient lookup rules determine whether the appointment can be created.

Fail-safe handoff

If Jane cannot confirm the write, the receptionist captures the call and routes it to staff instead of silently changing the schedule.

Supported vs not claimed

Honest Jane capability boundaries.

What this integration does

  • Books approved Jane appointment types with the configured practitioner, location, duration, and reason code.
  • Can create the Jane appointment with patient details inline when Jane is configured that way.
  • Uses appointment-list subtraction for availability rather than claiming a separate native open-slot endpoint.

What this page does not claim

  • Does not override Jane double-booking rules unless the practice config allows that workflow.
  • Does not promise document upload through Jane from the voice receptionist page.

Operational setup

What Justin or onboarding still confirms per clinic.

Setup itemWhy it matters
Provider/resource mappingPrevents calls from being booked into the wrong person, room, or schedule.
Appointment type and duration mappingKeeps new patient, consult, follow-up, and emergency slots distinct.
Escalation rulesRoutes urgent, clinical, billing, or unsupported calls to the right staff path.
Write-access validationConfirms the adapter can create appointments in the specific practice account before going live.

FAQ

Jane integration FAQ.

Can MedReceptionist book directly into Jane?

Yes, when the Jane account, credentials, mapped providers, appointment types, facilities, and write permissions are configured. If the integration cannot confirm the write, the call is captured for staff instead.

What Jane capabilities are public claims on this page?

This page is limited to the registered MedSiteAI adapter boundary: list appointments, resources, reason codes, search patients, create, cancel, reschedule appointments, estimate availability from the Jane calendar, and search by phone. It does not claim capabilities outside that implementation boundary.

Does the AI receptionist give clinical advice?

No. It follows the practice-approved phone script, books or routes the call, and escalates clinical questions to staff.

What happens during onboarding?

The practice maps providers, locations, services, appointment durations, call scripts, escalation rules, and any EHR-specific access required for safe booking.

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