Kareo + Tebra Integration

Chiropractic practices on Kareo miss after-hours calls to voicemail. Annie answers every call, captures injury details and pain patterns, escalates true emergencies to your on-call provider, and logs everything for your team to review and file.

MedReception's Annie AI receptionist handles after-hours calls for Kareo-based chiropractic practices. The AI gathers caller information, injury context, and urgency signals, then routes acute cases directly to your on-call provider via SMS or call. Routine requests queue for daytime handling. All call details are captured and returned as a structured summary for your team to review and file in Kareo.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Injury Calls Reach the Right Person, Not a Voicemail Box

Patients with acute pain or new injuries call after hours and get a real answer. Annie asks what happened, where it hurts, and how urgent it feels. If your protocol flags it, the on-call provider is notified immediately. If it's routine, the caller hears a callback appointment will be scheduled first thing.

Your On-Call Provider Decides; the AI Routes

You set the escalation rules: certain pain patterns, trauma types, or caller statements trigger an alert to your on-call chiropractor. The AI does not make clinical decisions. Your provider reads the summary and decides whether to call back, advise urgent care, or wait for morning. You stay in control.

Kareo Has the Full Record by Morning

Every after-hours call is captured with caller name, phone, injury details, and urgency flag. Your daytime staff receives a structured summary to review and file in Kareo. No separate voicemail system, no lost details, no duplicate charts. Continuity is built in.

Routine Requests Scheduled Without Staff Intervention

Callers asking for follow-up appointments, prescription refills, or non-urgent advice are offered times from your Kareo schedule. If they accept, the appointment books automatically. If they don't, the request queues for your staff to handle in the morning.

Every call answered

No after-hours voicemail dead ends; every caller speaks to Annie

Urgent calls escalated per your rules

You define what triggers on-call notification; AI routes, clinician decides

Call details captured for your team

Full transcript and structured summary provided for review and filing

13+ integrations supported

Kareo/Tebra, plus athenahealth, eClinicalWorks, Elation, and more

Frequently asked questions

How does Annie know whether a caller's injury is truly urgent?

Annie doesn't make that judgment. You set the escalation rules during setup: certain keywords (like 'can't move my neck,' 'numbness,' 'severe pain'), caller tone, or injury type trigger an alert to your on-call provider. Annie captures the details and flags the call. Your provider reads the summary and decides next steps.

What happens if the on-call provider doesn't answer?

You choose the protocol. Annie can try a second number, send an SMS with a callback request, or offer the caller an urgent care referral and a first-thing-morning callback. The call is logged and available for your team to review, so you have a record of what happened.

Can Annie book appointments into Kareo after hours?

Yes. For routine requests, Annie offers times from your Kareo schedule and books if the caller accepts. If your schedule is closed after hours, Annie queues the request for your staff to handle in the morning. Either way, the request is in Kareo and ready for your team.

Does the call summary appear in the patient's Kareo chart?

The call details are captured and returned as a structured summary for your staff to review and file in Kareo. Caller name, phone, injury details, and urgency flag are captured on the call. Your staff reviews the summary once and files it into the chart, so it stays in your control.

What if a caller is already in Kareo?

Annie looks up the patient by phone number or name before the call ends. If found, the call is linked to the existing chart. If not, a new patient record is created with the caller's name, date of birth, and phone number, ready for your staff to complete on arrival.

Related reading

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