Kareo Triage
Not every call needs a receptionist, and not every urgent call should go to voicemail. MedReception's AI routes calls intelligently: scheduling to the AI, urgent to clinical staff, routine to appropriate team member—all with Kareo context.
Appointment requests handled by AI and booked to Kareo. Prescription refills routed to pharmacy. Urgent calls reach clinical staff with context. No more transferring callers around or losing details in transfers.
The AI pulls your Kareo schedule, knows which providers are available, sees patient visit history, and allergies. It routes based on clinical context, not just availability. Transfers are smarter and more efficient.
When a call transfers, your staff receives a summary of what the patient already said. No re-asking, no lost information. Callers spend less time on hold; staff resolve issues faster.
Your front desk is no longer the first stop for every call. Urgent calls go directly to clinical staff. Scheduling requests go to the AI. Refills go to pharmacy. Front desk focuses on in-person patients and pre-arrival prep.
Calls routed by type and urgency
Scheduling, clinical, refills each have their own path
Kareo schedule checked before offering slots
AI never books double-booked or unavailable times
Urgent calls escalated with full context
Provider sees patient history and reason for call
All transfers logged in Kareo
Audit trail and training data for compliance
Yes. You can configure routing rules in the MedReception admin panel. The AI can route based on chief complaint, provider availability, insurance type, or any custom field you define. Rules sync with your Kareo data.
The AI will escalate to on-call staff regardless. On-call staff receives the call with the intake summary the AI captured. They can create a new patient in Kareo during or after the call, and the interaction logs to the patient's chart.
Your staff receive a pop-up or SMS with the call summary before or as the transfer goes through. Alternatively, the summary can be logged as a structured note in Kareo's patient record so staff see it when they answer.
Yes. You can define time-based rules: during peak hours, route scheduling to AI; after hours, route all calls to escalation. Rules are set in the MedReception dashboard and can be updated anytime.
MedReception logs the transfer attempt, duration, and outcome in Kareo. If the call dropped, your team can see it and proactively call the patient back. Reduces patients feeling ignored.
Core Topic
Call routing and triage
Full guide to intelligent call routing by urgency, type, and clinical context.
Kareo Integration
AI receptionist for Kareo
How MedReception integrates with Kareo for routing, escalation, and logging.
Operations
Front desk workload
How AI reception reduces manual call handling and frees staff for other tasks.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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