Kareo Integration
MedReception captures insurance information on the call and returns it to your Kareo team for verification, keeping appointment booking separate and fast.
The AI books the appointment while you verify the insurance. Patients get confirmed slots on the call. Insurance details are added to Kareo after your team verifies eligibility.
All carrier, member ID, and group number details are captured and organized in the portal. Your billing team can verify and file immediately—no manual lookup or call-backs.
By the time the patient arrives, you've verified coverage and know any copay, deductible, or authorization requirements. Check-in is faster; patient expectations are set.
Intake, booking, and insurance verification happen in parallel, not in sequence. Your front desk doesn't wait for billing to verify before confirming an appointment.
Insurance information is attached to the patient record with a timestamp of when it was verified. Staff can see what was captured, when, and by whom.
Insurance captured on call
Carrier, member ID, group number collected during intake
Held in secure portal
Not auto-filed to Kareo; staff verify and attach manually
Booking independent of verification
Appointment confirmed and written to Kareo before insurance is verified
Audit trail in Kareo
Insurance details timestamped and traced to staff action
No. The AI asks for carrier, member ID, and group number and captures that data. Verification (copay, deductible, auth requirements) is your team's responsibility after the call, using your normal eligibility tools.
It is held in the secure MedReception portal, encrypted, and accessible only to your staff. You can retrieve it, verify coverage, and then attach it to the patient record in Kareo.
Yes. If a patient doesn't have their card on hand, the AI books the appointment and notes that insurance will be provided later. Your staff request it during check-in or can call the patient before the visit.
Your staff manually review the portal, verify eligibility using your tools, and then add the insurance details to the patient record in Kareo. This ensures accuracy and compliance with your verification process.
The AI will ask for as much detail as the patient can provide (carrier name, member ID, group) and capture it in free text. Your team can then look up the carrier and verify coverage.
No. The AI captures insurance on the call and stores it in the portal. Your staff review and manually add it to Kareo after verification. This workflow keeps verification under your control.
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
