Kareo Integration

After-hours calls screened by AI and escalated to on-call provider—all logged in Kareo

Kareo practices receive after-hours calls answered by AI, screened for urgency, and escalated to on-call staff in seconds. Urgent cases are flagged in your Kareo workflow; routine calls logged for daytime callback.

How it pays back

Urgent Calls Never Miss the On-Call Provider

The AI screens every after-hours call in seconds and routes true emergencies to your on-call physician or triage nurse. Your Kareo records are accessible to the provider during the escalated call.

Routine After-Hours Calls Don't Wake Your Staff

Non-urgent inquiries (appointment questions, prescription refills, billing) are logged by the AI and scheduled for callback during business hours. Only genuine emergencies interrupt on-call staff.

Full Audit Trail in Kareo

Every after-hours call—including escalation decision, call summary, and on-call provider response—is logged in your Kareo system for compliance and continuity of care.

On-Call Provider Has Patient Context

When an urgent call is escalated, your provider receives the patient's Kareo history and chief complaint in real time. No fumbling for charts or patient demographics.

Urgent calls escalated on demand

AI screens and routes to on-call provider within seconds of intake

Call summary logged in Kareo

Full escalation audit trail and call summary recorded in patient chart for review and filing

Routine calls queued for callback

Non-urgent inquiries documented and scheduled for business-hours follow-up

Provider call context available

On-call physician receives patient Kareo history and chief complaint during escalation

Frequently asked questions

How does the AI know if a call is urgent?

The AI asks screener questions aligned with your practice's triage protocols. Keywords and clinical context determine urgency. Your triage rules can be customized by your medical director.

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

The AI can be configured to escalate to a second on-call number, route to your answering service, or offer the caller an emergency number. All attempts and outcomes are logged in Kareo.

Are call details stored in the patient's Kareo chart?

The call summary and escalation decision are captured and returned as a structured, EMR-pasteable summary for your staff to review and file in the patient's Kareo chart for continuity of care and compliance.

Can routine after-hours calls be booked into Kareo appointments?

Yes. For non-urgent calls that require follow-up, the AI can book a callback appointment into your Kareo calendar during business hours. Your staff confirms or adjusts the time the next morning.

Is this compliant with on-call coverage regulations?

Yes. All call handling, escalation timing, and on-call provider availability are logged in Kareo with timestamps and audit trails. Your compliance team can review call flows to verify protocol adherence.

Related reading

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