Compliance

Secure intake data capture and Kareo integration that protects patient privacy

The AI receptionist collects intake data on HIPAA-secure phone lines, returns structured summaries for staff review and filing, and integrates with Kareo without exposing patient data to third parties.

How it pays back

Data stays on secure, HIPAA-audited servers

Recordings and intake summaries are stored in compliance-certified data centers. No patient PII flows through unsecured third-party systems.

Kareo integration without API key exposure

The system uses OAuth and Kareo's security model. Your Kareo API credentials never leave your network or appear in logs.

Staff review before chart entry

Intake summaries are returned as structured data for your clinical staff to review and approve. Your team controls what is filed to Kareo—nothing bypasses your governance.

Audit-ready call documentation

Every call is timestamped, transcribed, and linkable to the Kareo patient record. Your compliance team can audit the full intake chain.

HIPAA-secure call infrastructure

BAA-compliant hosting, encryption at rest and in transit

OAuth Kareo integration

No API keys or passwords stored in third-party hands

Staff-controlled chart entry

Intake summaries reviewed and approved before Kareo filing

Audit trail by patient

Call timestamps, transcripts, and summaries linked to Kareo record

Frequently asked questions

Is the connection between the AI receptionist and Kareo encrypted?

Yes. The system uses TLS encryption for all data in transit. Kareo credentials are handled via OAuth, and API tokens are rotated automatically.

Are call recordings stored and how long?

Call recordings are stored on HIPAA-compliant servers. Your retention policy is configurable—recordings can be auto-deleted after a set period or retained per your compliance requirements.

Can patients request their call recording or transcript?

Yes. Patients can request recordings and transcripts under HIPAA right of access. Your staff can pull the call audio and transcript from the MedReception portal and deliver them per your workflow.

Does the AI receptionist train on my patient data?

No. Patient data from your calls is never used to train the AI model. Your call content stays in your account and is not fed to any machine learning pipeline.

What if we have a HIPAA audit—can we produce call documentation?

Yes. All calls are timestamped and linked to Kareo patient records. Call transcripts, summaries, and metadata are available for audit. Your compliance team can generate reports by date, patient, or provider.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

Want the numbers first? See plans and pricing