Kareo Integration

Internal medicine practices receive referral calls meant for specific providers. Your AI receptionist reads your Kareo provider list and routes each caller to the right physician without manual transfers.

MedReception AI connects to your Kareo account and learns your internal medicine provider directory and specialty assignments. When a referral call arrives, the AI qualifies the caller's need, routes to the correct provider's queue, and books the appointment into that provider's schedule. Your front desk handles no routing decisions.

By MedReception AI, physician-built by Paul Toomey, MDPublished Nov 11, 2026

AI reads your Kareo provider directory and routes by physician name or specialty
Asks qualifying questions to identify which internal medicine provider the caller needs
Routes calls to the correct provider's queue or extension without manual transfer
Books referral appointments directly into the right provider's Kareo schedule
Captures referral source, chief complaint, and insurance on every call
Structured intake summary delivered to your team for chart filing

How it pays back

Referrals reach the right provider instantly

Your AI receptionist knows your Kareo provider setup and qualifies each referral call in seconds. Callers are routed to the correct physician's queue or extension without being transferred between staff members. Appointments book into the right provider's schedule on the first call.

No more referral intake bottlenecks

Referral calls are handled by your AI receptionist 24/7, even after hours. Your front desk is freed from routing decisions and can focus on complex calls that need human judgment. Referral source, insurance, and chief complaint are captured in a structured summary your team reviews once before filing.

Your Kareo configuration stays your source of truth

MedReception AI is custom-built for your practice. Your provider directory, specialty assignments, and location setup in Kareo drive the routing logic. If you add a provider or change a specialty in Kareo, your AI receptionist adapts automatically. You own the configuration, and edits are free for life.

Portable when you switch EHRs

Your AI receptionist is built independently of Kareo. If you migrate to another EHR in the future, your routing logic, intake templates, and phone number move with you. You do not rebuild your AI from scratch.

Every referral routed by provider

Your Kareo provider directory is the routing map

Intake structured and EMR-ready

Referral source, insurance, and chief complaint captured on call

Appointments booked into the correct schedule

No manual reassignment needed

Free lifetime edits and optimization

Routing logic updates as your practice grows

Frequently asked questions

How does the AI know which provider to route a referral to?

MedReception AI reads your Kareo provider directory and specialty configuration. During the call, the AI asks the referral source or caller which provider they are requesting, or it asks a qualifying question (for example, 'Are you calling for Dr. Chen or Dr. Patel?'). The caller's answer routes the call to the correct provider's queue or extension, and the appointment books into that provider's Kareo schedule.

Can the AI handle referrals across multiple locations?

Yes. If your internal medicine practice has multiple locations in Kareo, the AI can route referral calls by location and provider. Your Kareo location and provider setup drives the routing logic. The AI can ask the caller which location they prefer or route based on the referral source or appointment availability.

What information is captured from a referral call?

The AI captures referral source, reason for referral, insurance information, patient demographics, and chief complaint on the call. This information is returned as a structured summary for your team to review and file into the patient's chart in Kareo. Insurance details and any documents are provided to staff for manual review and filing; they are not auto-populated into the chart.

What if a referral call comes in after hours?

Your AI receptionist answers after-hours referral calls 24/7. The caller's information and routing preference are captured and queued for your team to review the next business day. You can also configure the AI to send an urgent callback flag to your on-call provider if the referral is time-sensitive.

How long does it take to set up referral routing on Kareo?

Launch takes about one week from signup. The Kareo connection and your practice phone number are ready in 1 to 3 days. Registering your number for patient texting takes about 5 business days. Your routing logic is configured during onboarding by our team, and you can edit it anytime for free.