Workflow
MedReception records call details—caller intent, medical history, chief complaint—and formats them as a structured summary. Your Kareo staff reviews, verifies, and files in seconds.
Structured summaries eliminate re-listening and note-typing. Staff can verify in seconds and file directly into Kareo without reformatting.
Original audio link is always available. Staff can click to hear the exact words, verify tone, and catch any AI misinterpretation before filing.
Call summaries are timestamped, attributed, and auditable. Kareo staff can file the summary and maintain a clear chain of custody for all inbound contacts.
The AI summarizes what the caller said. Your staff—not the AI—authors the final clinical documentation and files it into the Kareo chart.
Structured call summaries
Chief complaint, symptoms, allergies, and medications pre-formatted for Kareo filing
Original audio retained
Staff can verify any detail by clicking to the exact moment in the call recording
Pre-formatted for Kareo
Summaries are copy-paste ready; no reformatting required
Full audit trail
Every call, summary, and staff filing action logged for compliance review
No. The AI captures and structures the caller's words into a summary. Your Kareo staff reviews the summary, verifies it against the audio, and then authors and files the final clinical note. Staff maintains full control over what enters the chart.
Staff can click the audio link to hear the exact call moment, make corrections, and then file the corrected version. MedReception tracks all edits for audit purposes.
Because summaries are pre-structured and pre-formatted, filing is typically a quick review-and-click task. Staff listens to no audio unless they want to verify a detail.
Yes. MedReception summaries can be configured to match your practice's note template, section order, and detail level. Kareo staff input is available for customization.
Yes. Summaries live in the MedReception portal and are linked via call metadata. Staff chooses what to file into Kareo and when. This separation protects clinical control and allows audit without chart bloat.
Next step
Taking load off the front desk
Where front-desk time actually goes.
Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
Next step
Kareo call handling
How the receptionist works alongside Kareo.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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