Compliance
Call records, consent documentation, and AI intake summaries are stored securely and linked to Kareo patient charts. Your compliance and quality team can review call recordings and audit trails by patient, date, or call reason.
Search by patient name, date, call reason, or AI decision. Click play and hear the full call. Consent status, intake accuracy, and escalation reasoning are all documented in Kareo. No guessing about whether consent was given.
If a caller claims they were not offered an appointment or were improperly escalated, you have the recorded call, the AI triage summary, and the Kareo booking (or escalation log) as evidence. Quality assurance is data-backed, not anecdotal.
Every call made by a patient is linked to their Kareo chart. Your clinical team can see the full intake summary from the last phone call, appointment booking details, and any escalation flags without hunting through separate systems.
When your practice undergoes a HIPAA audit or state board review, your call recording and AI intake procedures are documented, encrypted, and auditable. You're not scrambling to reconstruct call practices — the data is organized and ready.
Listen to call recordings to evaluate AI accuracy, caller satisfaction, and escalation decisions. Use the data to refine intake questions, triage rules, and appointment booking language over time.
Every call encrypted and recorded
HIPAA-compliant storage with per-call audit logging
Consent documented automatically
Proof of caller consent linked to patient chart in Kareo
AI decisions auditable
Triage reasoning, escalation logic, and intake summaries all traceable
Call metadata logged to Kareo
Duration, transfer time, hold time, urgency flag — visible for quality review
This depends on your state's consent laws. Two-party consent states require the caller to be notified and consent to recording. One-party consent states allow you to record without notifying the caller, but best practice is to disclose recording anyway. MedReception handles state-specific consent workflows; your compliance team should review your specific state laws with counsel.
You set the retention period (e.g., 3 years, 7 years). Recordings are automatically deleted after the retention period expires, or you can manually purge them. Compliance reports show deletion confirmation for audit purposes.
Yes. Call recordings are linked to the patient record in Kareo. A staff member with appropriate access rights can click the call record and play the recording directly. Playback is logged for audit purposes.
If a patient requests deletion of their call data, the recording and consent documents can be deleted upon confirmation. Kareo chart entries remain per your medical record retention policy, but the raw call data is purged. Your compliance team approves all deletion requests.
You have the recorded call as evidence. Play it back for the patient or their attorney. The AI's intake summary and any escalation decisions are documented in Kareo with timestamps. This protects your practice in complaint investigations.
Recordings are stored in a HIPAA-compliant recording system separate from Kareo. However, they are linked to and referenced from the patient's Kareo chart. Your team sees the link in Kareo and can access the recording without logging into a second system.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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