Implementation

Connect MedReception AI to Kareo and handle your first AI-booked appointment within days

Quick API setup between Kareo and MedReception, staff training on call handling and intake review, and immediate access to real-time scheduling sync and after-hours routing.

How it pays back

Go-live in days, not weeks

Kareo integration is straightforward API-based setup. No custom coding, no month-long pilot. Your team can be taking AI-booked calls within 3–5 business days.

Staff sees the workflow before first call

Your team reviews how appointments appear in Kareo, where call summaries land, and how to handle escalations. Training is hands-on with real scenarios from your practice.

Real-time schedule sync means no stale availability

The AI reads Kareo's slots live and books directly. Appointments and new patient demographics sync to Kareo without delay or conflicts.

Hybrid mode lets you scale at your pace

Start with AI handling after-hours calls only, then expand to business hours once your team is comfortable. Kareo logs every interaction, so you can measure impact and adjust rules as needed.

Setup and go-live

Kareo API integration deployed within days, not weeks or months

Real-time schedule sync

AI reads live Kareo availability and books appointments without delay or conflicts

Staff trained on intake workflow

Your team understands how call summaries, new contacts, and escalations work

Hybrid launch supported

Start with after-hours only; expand to business hours as comfort grows

Frequently asked questions

What Kareo credentials do I need to provide?

MedReception needs API access to read your Kareo schedule and write appointments and new patient demographics (name, DOB, phone). Your Kareo admin can create a service account with appropriate permissions. No master login or sensitive credentials are stored.

Can I test the integration before going live?

Yes. We recommend a testing period where test calls are routed to Kareo's sandbox environment. Once your team verifies the workflow, we flip the switch to production.

What if I need to change my triage rules or routing after launch?

All AI behavior—triage rules, escalation thresholds, on-call routing—is configurable in the MedReception dashboard. Changes take effect immediately; no new setup or downtime needed.

How do I train my staff on the new workflow?

MedReception provides onboarding documentation, a walkthrough of the dashboard, and live support during your first week. Your staff reviews sample AI calls, learns where to find summaries in Kareo, and practices escalation scenarios.

Is there a rollback plan if something goes wrong?

Yes. During the hybrid or pilot phase, your office can disable AI intake at any time and revert to voicemail or manual routing. All call data is preserved in Kareo for review.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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Implement AI Receptionist With Kareo: Setup, Sync, and First Call | Medreception AI