New Patient Setup
New patients call, provide details once, and their demographics (name, DOB, contact info) are written to Kareo. Medical history and chief complaint are captured and returned as a structured summary for your team's review before the first appointment.
By the time your front desk schedules the appointment, the new patient record in Kareo already has name, date of birth, and phone. No manual chart creation, no duplicate entry.
Medical history, medications, and presenting complaint are captured on the phone and returned to your team as a structured, pasteable note. A staff member reviews it before the patient walks in the door—ready to file in the chart.
Insurance questions are asked during the call and documented in the intake summary. Your billing team has the information immediately to begin verification before the appointment, reducing delays at check-in.
The call that books the appointment is the same call that creates the Kareo record and captures intake. One interaction, end-to-end—no handoff delays or dropped appointments.
New patient demographics written to Kareo on first call
Name, DOB, phone synced; no manual chart creation
Medical intake captured and structured
History, symptoms, and chief complaint returned as a summary for staff review and filing
Insurance inquiry documented on first contact
Your billing team has the information immediately to begin verification
Appointment written to Kareo calendar instantly
Staff sees booked time immediately; no confirmation loop needed
The AI documents what's available and flags incomplete sections in the intake summary. Your team can follow up before the appointment or complete it during the first visit. Nothing is lost.
Yes, if your practice protocol includes it. The AI asks standard insurance questions and captures the information. It's returned in the intake summary for your billing team to verify and process.
The AI offers available slots and confirms the selection on the call. The appointment writes to your Kareo calendar in real-time. Your staff can see booked times immediately and reach out to confirm if needed.
The AI recognizes urgency or patient preference and can escalate to your staff at any point. The patient's call information is handed over with context—nothing is lost in the transfer.
Workflow
Patient intake
Structured capture of medical history and chief complaint for EMR review and filing.
Overview
AI medical receptionist
How AI handles the full receptionist role: answering, scheduling, intake, and compliance.
Security
HIPAA and compliance
How patient data is encrypted, stored, and protected during intake capture and transfer.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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