Live EHR integration

MedReceptionist books patient calls into PtEverywhere

For physical therapy and rehab practices using PtEverywhere, MedReceptionist answers the call, identifies the patient and visit reason, checks the configured scheduling workflow, creates an appointment in PtEverywhere when write-back is enabled, and hands off safely when it cannot confirm the booking.

How booking works

From phone call to confirmed PtEverywhere 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 PtEverywhere 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 PtEverywhere capability boundaries.

What this integration does

  • Books PT evaluations and follow-up visits into mapped PtEverywhere therapist schedules.
  • Uses native availability behavior for PtEverywhere-backed booking flows where configured.
  • Supports therapist-specific scheduling and conservative conflict checks before write-back.

What this page does not claim

  • Does not override therapist capacity or clinic-specific visit rules.
  • Does not guarantee payer authorization without a separate verified eligibility workflow.

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

PtEverywhere integration FAQ.

Can MedReceptionist book directly into PtEverywhere?

Yes, when the PtEverywhere 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 PtEverywhere capabilities are public claims on this page?

This page is limited to the registered MedSiteAI adapter boundary: list appointments, therapists, visit types, search or create patients, create, cancel, reschedule appointments, check availability, search by phone, and push documents where configured. 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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