Kareo Integration
The AI asks screening questions during the call—chief complaint, allergies, medications, prior surgeries—and returns a formatted summary your staff pastes directly into the Kareo note. No form hunting, no transcription.
Instead of staff hunting for a patient's symptoms or guessing at medications, the AI's structured summary sits in your Kareo inbox. Your clinician or nurse reviews, adds clinical notes, and files—one step instead of five.
The AI asks about symptoms and red flags during the initial call. If a patient reports severe pain, shortness of breath, or other urgent signs, the call escalates to on-call staff immediately. Non-urgent calls flow to the schedule.
Patients who call after hours still provide their intake data. The structured summary is waiting for your staff Monday morning—no information loss, no voicemail fragments to decode.
Structured intake captured
Chief complaint, allergies, medications, prior history in natural conversation
Urgent symptoms escalated
Red flags routed to on-call staff in real time
EMR-pasteable summaries
Staff copy intake into Kareo chart with no re-entry
After-hours intake completed
Data captured even when staff are offline; ready for review at start of day
No. The AI captures patient responses during the call and returns a structured summary. Your clinical staff review the summary, add assessment, diagnosis, and plan, and file the note into Kareo. This keeps clinical documentation in the hands of licensed providers.
The AI is configured with your clinic's standard intake protocol—chief complaint, allergies, current medications, relevant medical history, and any condition-specific questions. You control the flow and depth.
The AI notes what the caller can recall and flags the record for your staff to verify against prior visits or phone the patient to confirm. The summary includes a flag so no allergy information is assumed.
Yes, the AI can ask for insurance information and capture it on the call. Insurance details are included in the structured summary for your staff to verify and file according to your workflow.
You configure the AI to ask intake questions for new patients, or to re-capture key information (allergies, current meds, chief complaint) for established patients at each call. This ensures your Kareo records stay current without duplicative forms.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
