Kareo Integration

AI triage on the booking call identifies urgent cases and confirms attendance — Kareo shows fewer no-shows, better panel utilization

The AI receptionist captures chief complaint and urgency level during booking, then confirms appointment details before the visit. Kareo practices see fewer no-shows and better-prepared staff.

AI captures chief complaint during booking call — urgency pre-screened
Appointment confirmation call sent automatically — reduces no-shows
Medical history and allergies collected before arrival — staff better prepared
Kareo intake summary returned to staff before the visit for chart prep
Urgent cases flagged in the appointment note for immediate triage
Callbacks routed to appropriate provider based on chief complaint and availability

How it pays back

Callers confirm their appointments

The AI sends automated confirmation calls that ask the patient to confirm attendance. Patients who might no-show are contacted early. No-show rate drops.

Your staff knows what to expect

Chief complaint, medical history, and allergies are captured on the booking call and returned as a Kareo-ready summary. Staff prepares the room and chart before the patient walks in.

Urgent cases are triaged before the visit

During booking, the AI notes severity (mild, moderate, urgent). Urgent cases are flagged in the Kareo appointment note. Staff prioritizes them appropriately.

Better use of your Kareo schedule

Fewer no-shows means more patients seen. Urgent cases don't sit in queue. Chair time is used efficiently.

Chief complaint captured at booking

Urgency pre-assessed; staff alerted

Appointment confirmation sent

Automated reminder reduces no-shows

Pre-visit chart prep

Medical history and intake ready before arrival

Urgent cases flagged

Staff prioritizes high-acuity patients in Kareo

Frequently asked questions

How does the AI know if a call is urgent?

The AI is trained to recognize urgency keywords (chest pain, difficulty breathing, severe bleeding, unconsciousness, etc.). It also asks follow-up questions to assess severity. Urgent cases are immediately escalated or flagged in the appointment note for staff review.

Does the AI send appointment reminders automatically?

Yes. After the booking call, the AI can send automated confirmation and reminder calls or SMS to the patient. These increase appointment attendance and give patients a chance to reschedule if needed.

Is the intake summary written to the Kareo clinical note?

The AI captures medical history, allergies, medications, and chief complaint on the call and returns it as a structured summary. Your staff reviews it, verifies it, and files it into the Kareo clinical note — the AI does not write clinical data directly to the chart.

Can the AI reschedule or cancel appointments based on urgency?

The AI can flag urgent cases for staff review. If a patient calls back to reschedule, the AI can update Kareo with the new appointment time. Cancellations are noted and returned to staff for removal from Kareo.

What data appears in the Kareo appointment note?

The AI-captured chief complaint, urgency level, and any patient-stated allergies or medical history appear in the appointment note (or as a linked summary). Your staff can see this information immediately when they open the appointment in Kareo.