Kareo Integration
The AI receptionist works alongside Kareo while maintaining HIPAA compliance—encrypted calls, secure Kareo writes for appointments and demographics, structured summaries for clinical intake, no patient data stored outside your control, and audit trails for every interaction.
Patient data from Kareo calls doesn't sit in a third-party cloud waiting to be mined or leaked. The AI connects directly to Kareo, writes only appointment and demographic data, and returns clinical intake (symptoms, medical history, allergies, medications) as a structured summary for your staff to review and file. Everything stays within your HIPAA-covered entity's control.
Every call is logged—who called, when, what was said, what was booked, and who it was escalated to. During a compliance audit or incident investigation, you have a complete record. No guesswork, no 'the receptionist forgot.'
The AI respects state-level regulations: consent for telehealth recordings, caller location rules, provider licensure verification. Your Kareo integration stays compliant across all 50 states and Canadian provinces.
End-to-end encrypted
All call audio and data transmissions secured
Kareo writes: appointments & demographics
Clinical intake returned as structured summaries for staff review
Automatic audit logs
Timestamp, caller, actions, escalations recorded for every call
HIPAA-aware by design
Built for healthcare compliance, not retrofitted from a general tool
Yes. The connection uses industry-standard TLS/SSL encryption. All appointment data and patient demographics transmitted to Kareo are encrypted in transit. Data at rest in Kareo is governed by Kareo's own HIPAA compliance controls.
Call audio can be stored on secure, HIPAA-compliant servers (encrypted, access-controlled, with automatic deletion policies) or can be streamed without storage. You choose the retention policy. Transcripts are not automatically stored unless you enable logging for training or compliance purposes.
Yes. At any time during the call, a patient can request a live staff member and the call transfers immediately. This also protects your practice from liability—informed consent is built in.
The AI can use a simple identity verification step—date of birth, phone number on file, last appointment date—before providing appointment details or scheduling. For sensitive requests (prescription refill, medical information), escalation to staff is required.
Yes. The system can be configured to announce recording consent, verify caller location for telehealth regulations, and confirm provider licensure in the state of the caller. Your Kareo admin team controls these settings per state.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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