Kareo Integration
The AI receptionist collects caller name, date of birth, phone number, and appointment details during the call and creates a new patient record in Kareo. Insurance and photo ID are captured on the call and returned as a structured summary for your staff to verify and file.
When a new patient arrives for their first appointment, their demographics are already in Kareo. Check-in is faster; staff time shifts from form collection to clinical prep.
Instead of asking the patient to fill out a clipboard, the AI conducts a conversational intake on the booking call. Your coordinator receives a formatted summary ready to verify and file.
Insurance cards and ID are collected but kept outside the chart until your team verifies coverage and consent. This keeps compliance audits clean and reduces rejected claims.
Your clinical team reviews the AI's intake summary before the patient arrives, so the appointment starts on time with full context—not a rushed form review mid-visit.
New patient record created in Kareo
Name, date of birth, phone number, appointment type
Structured intake summary returned
Medical history, allergies, medications, chief complaint for staff review
Insurance and ID captured separately
Requires staff verification before chart filing
Zero demographic re-entry
Check-in confirmation only; no transcription needed
Insurance data requires verification and compliance review—checking for active coverage, plan limits, and authorization rules. Your staff review the AI's capture, verify it against the insurer, and file it correctly to avoid claims rejection.
The AI captures what the caller provides (name, DOB, phone, appointment time) and marks incomplete fields for your staff to confirm at check-in. Your intake coordinator will have a partial record and a note about what's missing.
Yes. The AI can conduct a conversational intake using questions you configure. Answers are returned as a structured summary for your staff to review, verify, and document into Kareo's clinical sections.
The AI can obtain verbal consent and acknowledgment during the call, which is captured as a summary. Your staff review the record and file formal signed documents at check-in as part of your standard compliance workflow.
The AI supports multilingual intake. Your team configures preferred languages; the AI conducts the intake in the caller's language and returns a structured English summary for your staff.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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