Call Routing
AI receptionist triages inbound calls for Kareo practices. Urgent cases route to the right provider or on-call staff. Routine calls book appointments or schedule callbacks. Triage summaries are captured and returned as structured notes for staff review and filing.
The AI listens for critical clinical language ('I can't breathe,' 'chest pain,' 'bleeding,' or patient self-assessment of urgency) and routes to your provider or urgent line immediately. Routine calls resolve with booking or callback scheduling.
During busy periods (morning rush, lunch hour, end of day), the AI handles call volume and triage. Your front desk focuses on in-person patients and complex scheduling, not answering phones.
The AI returns a structured triage summary for each call. Your team sees which callbacks are semi-urgent, routine, or follow-ups. No guessing; they work through callbacks in the right order.
Each call's triage classification, symptoms, and escalation status are captured as a structured summary. Your providers see notes before the appointment; staff know what to prepare.
Clinical keyword detection and escalation
Urgent calls routed to provider or on-call line immediately
Structured triage summary for staff review
Chief complaint, urgency level, and routing decision recorded
Real-time appointment booking
Routine calls booked directly into Kareo schedule
Call volume peak handling
Front desk freed from phone burden during high-volume periods
You define triage rules. The AI listens for clinical keywords (difficulty breathing, chest pain, severe allergic reaction, etc.), patient self-assessment ('This is urgent'), and medical context (high fever, confusion, loss of consciousness). When a rule matches, the call escalates immediately.
No. The AI gathers information, detects urgency cues, and routes the call. It does not diagnose or provide medical advice. Your provider makes all clinical decisions.
The AI captures the caller's stated symptoms, chief complaint, medical history (if provided during the call), urgency classification, and escalation decision. This is returned as a structured summary for your staff to review and file. Appointment bookings and patient demographics (name, DOB, phone) are written to Kareo; clinical details are provided as a pasteable summary for staff to enter into the patient record.
Yes. You can set rules like: 'Allergic reactions route to the nurse,' 'Medication questions route to the pharmacist,' 'Chest pain routes to the provider or 911.' Each call type can have its own escalation path.
Workflow Hub
Call routing and triage
Full triage workflows, urgency classification, and escalation rules
EMR Integration
AI receptionist for Kareo
Kareo-specific triage configuration and integration
Workflow Hub
Front desk workload
How AI call handling frees front desk staff for higher-value tasks
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