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.
By MedReception AI, physician-built by Paul Toomey, MDPublished Updated
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
Kareo onboarding typically takes about a week 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.
Next step
Automated patient scheduling
Booking, rescheduling and calendar rules the receptionist applies on every call.
Next step
Call routing and triage
Getting each caller to the right place first time.
Next step
AI receptionist for Kareo
How the receptionist works alongside Kareo.
Related
Getting Started: AI Receptionist for Your Fresno Medical Practice
Step-by-step guide for Fresno medical practices to implement AI reception. EMR integration, phone routing, staff training, and launch.
Related
Setting Up AI Reception for Your Kareo Practice
Learn how to integrate MedReception AI with your Kareo system, configure call routing and appointment booking, and go live.
Related
Setting Up AI Receptionist With Kareo: Prerequisites and Integration Steps
Step-by-step guide to integrating AI receptionist with your Kareo account.
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
