Kareo Workflow
Let AI answer patient calls and book appointments in real time, with every entry flowing directly into Kareo. No double bookings, no manual scheduling, always in sync.
The AI reads your Kareo schedule every time a call arrives. Patients see only open slots, and double bookings are prevented because the system locks a slot the moment the AI books it.
Patients call anytime and get scheduled into Kareo without anyone at the front desk. Early morning and late-night callers find availability and confirm their appointment unattended.
Route new patients to your onboarding provider, flag urgent complaints for same-day slots, or require intake completion before booking. All logic reads Kareo data and executes automatically.
Patients hear their appointment details (date, time, provider, location, prep instructions) read aloud before hanging up. They also receive a text or email confirmation tied to their Kareo record.
Real-Time Kareo Query
Every call checks live availability; no cached data
Atomic Booking
Appointment locked in Kareo the instant the patient confirms
Concurrent Call Safety
Multiple simultaneous calls cannot claim the same slot
Visit Type Aware
AI respects Kareo visit duration and provider specialization
Yes. The AI reads Kareo's full schedule, including blocked times, lunch blocks, and provider breaks. It only offers open slots to patients.
The AI can be configured to ask patient preferences first. If that slot is available in Kareo, it books it. If not, it offers nearby alternatives or routes to a staff member.
Yes. Set a rule in the dashboard: new patients must complete intake before confirming their appointment. The AI collects the information and pre-fills the Kareo chart.
Yes. Once booked in Kareo, the system sends SMS, email, or both to the patient with full appointment details, directions, and any pre-visit instructions from your Kareo chart.
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