Getting Started
Step-by-step guide to connecting MedReception to Kareo, configuring call routing, linking your schedule, and training your team for AI-powered reception.
MedReception's integration team walks your admin through Kareo connection, appointment templates, and routing logic. White-glove onboarding gets you live quickly.
No custom fields, no data schema remodeling. MedReception works alongside your existing Kareo config—templates, locations, providers, and insurance classes.
We show your front desk and clinical staff how to review AI call summaries, when to escalate to a clinician, and how to file structured summaries to the chart—not a technical overhaul.
Start with after-hours calls or one line, verify accuracy, then expand to full day coverage when your team is confident.
Kareo API connection secure and verified
OAuth authentication, read/write permissions tested
Appointment templates mapped
All visit types, providers, and availability rules synced to AI routing
Call routing rules configured per practice
Urgent escalation, after-hours, location-based, and specialty-specific logic in place
Staff trained on AI workflows
Front desk and clinical team ready to work with AI call summaries and structured summary filing
Typically 5–10 business days from signing to live calls. This includes credential verification, API testing, provider/appointment mapping, and staff training.
Usually not. MedReception provides step-by-step OAuth setup. If your Kareo admin needs support, we offer a technical integration call—most practices handle it themselves.
Yes. We often start with after-hours calls, a single line, or one location. After a week or two of accuracy and staff confidence, you expand to all calls.
New providers, appointment types, or schedule changes sync automatically. You don't need to notify us—the AI updates live based on your Kareo configuration.
No. We use standard Kareo APIs. Your Kareo setup is unchanged. No custom fields, no migrations, no downstream issues when Kareo updates.
We provide dashboards showing call volume, routing accuracy, and call summaries. Your team can review recordings and flag issues for continuous refinement.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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