Call Routing
The AI queries your Kareo patient list on every inbound call. Existing patients are recognized and routed by visit type, provider, and urgency. Faster triage, fewer transfers.
AI matches the inbound call to Kareo. No 'hold please while I look you up'—the patient hears their name and practice context immediately.
Calls from patients with follow-up appointments route to a nurse queue. Patients overdue for recall route to clinical staff. Each call lands where it matters most.
If a patient mentions pain, injury, or after-hours concerns, the AI escalates to the on-call provider or urgent line immediately, based on Kareo clinical flags.
Routing intelligence reduces call transfers and back-and-forth. Most calls reach the right person on the first attempt.
Kareo patient list queried on every call
Existing patients recognized by phone or name
Intelligent routing by visit history
Provider, specialty, urgency, and follow-up status considered
Urgent calls escalated
After-hours, acute symptoms, or flag keywords trigger escalation
One-call resolution improved
Fewer handoffs and transfers
The AI queries your Kareo patient list and any available visit history or flags. If a patient mentions acute symptoms or calls after-hours, escalation rules trigger automatically. You configure urgency keywords during setup.
Yes. If the Kareo chart shows a primary provider, the AI routes repeat visits to that provider. You can also create custom routing rules by specialty or provider preference.
The AI asks for the patient's name and date of birth to match against Kareo. If no match is found, the call is treated as a new patient and routed accordingly.
If your Kareo instance tracks recalls or follow-ups, the AI can access that data and route appropriately. Patients overdue for appointments can be flagged for clinical staff.
Yes. You define routing logic during setup—e.g., appointment requests route to scheduling, refill requests route to pharmacy, urgent calls escalate to on-call provider.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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