Kareo Integration

AI receptionist that fields calls for multiple Kareo locations, routes to the right site, and books appointments across your entire practice

Multi-location practices use one AI receptionist to answer all calls. The AI asks 'Which location?' or location is inferred from caller ID, then schedules into that site's Kareo calendar. No separate phone lines, no call forwarding confusion.

Single AI receptionist answers calls for all locations; caller hears consistent experience
Location routing: ask caller, use caller ID geography, or infer from chief complaint context
Each location's Kareo calendar fully integrated—AI sees all sites' availability in real time
Appointments booked to the correct location's Kareo instance with no manual routing
Urgent calls escalated to on-call staff at the specified location
Overnight calls queued to the closest location's morning schedule or on-call provider

How it pays back

One Phone Number, Professional Scaling

Patients call one main line. They don't navigate a menu or dial different numbers for each site. The AI handles the triage and routing. Your practice feels large and organized instead of fragmented.

No Scheduling Conflicts Across Sites

The AI sees every Kareo location's calendar simultaneously. If Site A is fully booked but Site B has openings, the AI can intelligently offer Site B to the patient or route based on your preferences. Utilization goes up; no-shows stay down.

Streamlined On-Call Coverage

Urgent calls automatically route to the nearest location's on-call provider or to the provider covering that night. No confusion about which site answered the call or who should pick up.

All locations integrated

Kareo calendars for each site synced to one AI receptionist

Automatic location routing

Caller intent, ID, or explicit request routes to the right Kareo location

Cross-site appointment visibility

AI knows availability at all sites and optimizes booking

Site-specific on-call escalation

Urgent calls route to the correct location's provider

Frequently asked questions

If I have 3 Kareo locations, do I need to configure the AI three times?

No. You configure the AI once with all three Kareo locations' calendar access and patient data credentials. The AI then seamlessly sees all three calendars, applies your location-routing rules, and books appointments accordingly.

How does the AI know which location a caller wants?

It can ask directly ('Which location?'), infer from caller ID or caller's stated address, or use the caller's past visit history. You set the priority—some practices prefer to ask; others prefer geo-routing. The AI adapts to your workflow.

What if a caller wants an appointment at Site A but we recommend Site B is closer to them?

The AI can present both options: 'Your nearest site has availability tomorrow at 2 p.m.; Site A has Friday at 10 a.m. Which works better?' Patients make the choice. This also lets practices load-balance intelligently.

Can the AI handle different Kareo configurations at each site?

Yes. Each Kareo instance can have different providers, visit types, and scheduling rules. The AI learns each site's configuration and applies it correctly. Site A might offer telehealth; Site B might not. The AI reflects those differences to the caller.

Do after-hours calls go to all locations or just one?

You control the logic. The AI can route all after-hours calls to a central on-call provider, distribute them by location, or offer callers a choice. Your Kareo setup determines the on-call schedule visibility; the AI enforces it.