Triage

AI receptionist routes urgent cases to staff immediately while booking routine calls into your Kareo schedule

MedReception triages inbound calls by symptom and urgency. Urgent cases interrupt staff instantly; routine requests are scheduled into available Kareo slots and confirmed to callers automatically.

How it pays back

Urgent Cases Don't Wait in Queue or Voicemail

The AI recognizes high-acuity presentations (acute pain, shortness of breath, fever, etc.) and interrupts staff immediately. Your clinician or nurse gets the caller details, Kareo history, and symptoms in one handoff. Decision-to-action time collapses.

Routine Calls Never Slow Your Staff

Appointment requests, refill follow-ups, and billing questions don't interrupt busy staff. The AI books them into Kareo and confirms the time to the caller. Your team tackles chart closures and clinical work instead of call-shuffling.

Callers Get Outcome, Not Transfers

Routine callers leave knowing their appointment is booked and what time. Urgent callers reach a provider decision within seconds. No 'We'll call you back' tag-alongs.

Triage Data Lives in Kareo

Call tags, urgency notes, and routing decisions are stored with the patient chart. Your providers review call context before the appointment and make better care decisions.

Urgent calls routed instantly

Staff interrupted with caller and Kareo context; no hold queue

Routine calls booked automatically

Appointments written to Kareo and confirmed to caller in seconds

Triage logic customized

Your clinical protocols and symptom thresholds determine routing

Zero-transfer friction

Callers get outcome (appointment or provider guidance) on first attempt

Frequently asked questions

How does the AI decide if a call is urgent or routine?

We configure the AI with your clinical triage protocol. It listens for specific keywords, symptom severity, and acuity markers. If thresholds are met, the call is routed to staff immediately. Otherwise, it's scheduled.

If a call is urgent, do I have to staff my office 24/7?

No. If a call is urgent after-hours, it escalates to your on-call provider. During business hours, urgent calls go to available staff. You define escalation routing; MedReception handles the logistics.

Can I change my triage protocols or urgency thresholds later?

Yes. Triage protocols live in our dashboard and can be updated anytime. If you want to treat a new symptom as urgent or adjust thresholds, we update the AI within hours.

What happens to routine calls if my schedule is full?

The AI checks Kareo in real time. If no slots are open, it can offer next-day, next-week, or refer to urgent care—you decide the fallback. Callers are never told 'We're full; call back tomorrow.'

Are triage decisions logged somewhere staff can see them?

Yes. Every call includes a triage tag and routing note in the Kareo record. Staff can review why a call was routed or scheduled, and refine protocols based on patterns.

Related reading

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Kareo Call Routing: Urgent vs. Routine Workflows | Medreception AI