Kareo Integration

AI receptionist creates new patient records in Kareo during first call

First-time callers become new Kareo patient records automatically. AI gathers name, DOB, phone, and contact info during the booking call—no intake form delays or data re-entry by staff.

AI detects first-time caller during phone conversation
Captures name, date of birth, phone number, email, and address during call
Creates new patient record in Kareo automatically upon booking confirmation
Staff sees fully populated new patient chart in Kareo before appointment
Reduces pre-appointment paperwork and manual patient setup
Eligible for Kareo reporting and panel growth tracking

How it pays back

New patient records ready before first visit

By the time your staff pulls up the appointment, the patient already exists in Kareo with contact details filled in. No blank charts or missing data at check-in.

Faster appointment-day check-in

Patients arrive to a practice that already knows their name, phone, and address. Reduces check-in time and eliminates form re-entry.

Clean panel growth tracking

Every new patient created by AI is flagged in Kareo, so you can report on new patient acquisition accurately.

New patient record created during call

Name, DOB, phone, email, address synced to Kareo

Manual patient setup eliminated

AI captures demographic data; staff reviews and files

First appointment tied to complete patient profile

Demographics and contact details ready in Kareo

Frequently asked questions

How does the AI know if a caller is a new patient?

The AI asks a simple qualifying question early in the call and cross-references the caller's name with your existing Kareo patient list. If no match, it treats them as new.

What patient fields does the AI populate in Kareo?

The AI captures name, date of birth, phone number, email, and mailing address and writes these to Kareo. Medical history, allergies, medications, symptoms, and clinical questionnaires are captured separately and returned as a structured summary for your staff to review and file.

Can we customize which Kareo patient fields the AI fills?

Yes. We can configure which fields are required, optional, or skipped during the call. Common customizations include preferred pharmacy, preferred contact method, and emergency contact.

What if the AI captures a patient detail incorrectly?

Staff can edit the new patient record in Kareo before the appointment, just as they would with manual entry. The AI record is a starting point, not locked.

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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