Kareo Integration
AI receptionist gathers new patient demographics while scheduling and writes appointment bookings and patient creation (name, DOB, phone) to your Kareo patient record. Structured intake summaries (history, symptoms, medications) are returned for your staff to review and file.
Name, DOB, and phone are already in Kareo. When the patient arrives, your staff opens an existing record instead of creating one from scratch.
Demographics already verified on the call. Check-in staff confirm details instead of re-collecting them.
Chief complaint, medical history, and questionnaire answers are captured as a structured summary and returned for your clinical staff to review and file into the chart.
New patient demographics synced
Name, DOB, phone written to Kareo on first call
Patient record pre-created
Kareo chart exists before patient arrives
HIPAA-compliant data collection
All demographics encrypted in transit to Kareo
If the patient is not already in Kareo, the AI creates a new patient record with name, DOB, and phone. If they're already in the system, it updates the phone number if needed.
The AI treats them as new and creates a Kareo patient record. Your staff can merge records later if the patient already existed under a different name or spelling.
The AI captures insurance information during the call and returns it as a structured summary for your staff to review. Insurance information does not auto-populate Kareo—your staff enters it during new patient setup.
Demographics sync within seconds of the call ending. Your staff should see the new patient record in Kareo immediately.
Yes. If the AI recognizes a returning patient and captures new phone or address info, it updates the Kareo patient record.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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