Kareo Integration
Run automated recall campaigns from your Kareo patient list. The AI identifies overdue patients, calls them with personalized messaging, and books them directly into your Kareo calendar.
Overdue recall patients are called proactively. Many reschedule immediately when reached by the AI. No revenue is lost to forgotten appointments or patient inertia.
As patients are reached and rebooked, Kareo's recall status is updated. Your team always sees which patients have been contacted and which still need outreach.
Your scheduling staff no longer spend hours calling overdue patients. The AI handles call attempts and booking; staff focuses on complex cases or new patient onboarding.
Each patient hears a message that references their provider by name, their specific overdue service (e.g., 'your annual exam'), and available appointment times they can accept.
Recall campaigns automated
Query Kareo for overdue patients; AI contacts them with zero staff involvement
Appointment booked and synced
Confirmed recall appointments written to Kareo calendar with patient demographics
Recall status updated
Patients marked as reached, booked, or unreachable in Kareo
Personalized for each patient
AI references provider name, overdue service, and available time slots
You or your staff define the recall criteria in Kareo (e.g., patients with no visit in the last 12 months, patients due for preventive screening). The AI queries Kareo and generates a list of patients to contact.
Yes. You provide a template message that includes your practice name, provider names, and the specific service being recalled. The AI personalizes it for each patient and adds available appointment times.
The appointment is written to Kareo immediately with the patient name, date of birth, time, and a note that it was a recall booking. Kareo's recall status for that patient is updated.
The AI can leave a voicemail with your practice name and a callback number, or it can flag the patient for staff follow-up. Kareo tracks the attempt, so you know which patients were reached and which still need outreach.
Yes. You can run separate recall campaigns for annual exams, preventive screenings, follow-ups, procedures, or any service tracked in Kareo. The AI personalizes each message.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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