Mental Health

Every intake call answered. Psychiatric history, medications, and crisis flags captured and routed to the right clinician.

Mental health practices on Kareo field intake calls during sessions, between appointments, and after hours. MedReception AI answers every new patient call, captures psychiatric history and current medications on the call, flags crisis or safety concerns for immediate escalation, and books routine intakes into Kareo. Intake summaries are structured and ready for your clinician to review and file. Urgent cases route to your on-call provider or crisis line based on rules you set.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Intake Workflow That Protects Your Schedule

Your clinicians stay in session. Katie answers the phone, asks about current symptoms, medications, psychiatric history, and any safety concerns. Callers who describe active crisis, suicidal ideation, or severe distress are routed immediately to your on-call provider or crisis line. Routine new patient calls are booked into Kareo and logged with a structured summary. Your team reviews the intake before the appointment and starts ahead.

Crisis Flags Escalate; Routine Calls Book

You set the escalation rules: which keywords or caller statements trigger immediate routing to a clinician or crisis protocol, which calls can be scheduled as routine intakes, and which should route to your answering service or emergency line. The AI follows your rules. Callers in crisis never wait in a queue or leave voicemail. Routine intakes book into available slots in Kareo without staff phone time.

Structured Intake Ready for Your Clinician

The AI captures chief complaint, presenting concerns, psychiatric history, current medications, allergies, substance use, and any safety flags mentioned on the call. That summary is returned as a structured, EMR-pasteable note for your clinician to review before the appointment. Your clinician knows the caller's background and can start the session with context instead of repeating intake questions.

Kareo Booking, Portable AI

Appointments book directly into Kareo. If you switch EHRs later, MedReception stays with you. Your intake workflow, escalation rules, and clinical templates are custom-built for your practice and move to your next system. No rebuild, no re-onboarding.

Every call answered

New patient intake requests captured day and night, no voicemail dead ends

Crisis flags escalated

Safety concerns routed to on-call provider or crisis protocol based on your rules

Structured intake captured

Psychiatric history, medications, and concerns returned as a summary for clinician review

Booked into Kareo

Routine intakes scheduled automatically; your team starts ahead with context

Frequently asked questions

How does the AI know when to escalate a call to crisis or on-call?

You define the escalation rules during onboarding. You tell us which keywords, caller statements, or situations should trigger immediate routing to a clinician, your crisis line, or an emergency protocol. The AI follows those rules on every call. Examples: active suicidal ideation, acute psychosis, severe intoxication, or domestic violence. Routine intakes that don't match your escalation criteria are booked into Kareo and logged for your team.

What psychiatric information does the AI capture on the call?

The AI asks about chief complaint, presenting concerns, current psychiatric diagnoses, current medications and dosages, allergies, substance use history, and any safety concerns the caller mentions. That information is captured on the call and returned as a structured summary for your clinician to review before the appointment. Your team decides what goes into the chart.

Can the AI book intakes into Kareo automatically?

Yes. Routine new patient calls are booked directly into Kareo's available slots based on your intake appointment types and provider schedules. Callers confirm their appointment time on the call. If a caller needs a callback or a specific provider, that request is logged and returned to your team. Your staff can adjust or override any booking.

What happens if a caller is in crisis during business hours?

The AI escalates to the on-call provider or crisis protocol you've set up. You decide: does it ring your clinical staff, page an on-call psychiatrist, connect to your crisis line, or route to an emergency service. The AI follows your rules and does not make clinical decisions. Your clinician handles the call and decides next steps.

How does this work after hours or on weekends?

MedReception answers calls 24/7. After hours, the AI follows the same escalation rules you set for business hours. Crisis calls route to your on-call provider or crisis protocol. Routine intakes are booked into the next available appointment slot and logged with a summary. Your team reviews the intake the next morning and follows up if needed.

Related reading

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