Patient Intake
Replace paper intake forms and check-in delays. AI asks configured intake questions during appointment booking calls, captures structured responses, and returns a summary for staff to verify and file into Kareo.
Intake happens during the call, not at check-in. Patient arrives with their information already captured. Front desk does not re-ask questions or hand out forms. Patients go straight to the clinical area.
AI captures responses in a structured format — not free-form dictation. Your staff receives a clean summary organized by question, which they review and paste or import into the Kareo patient chart. No transcription guesswork.
Your clinician sees the intake summary with medical history, current medications, allergy alerts, and chief complaint before the patient sits down. They can start the visit on time, ready to address the patient's needs.
Every patient answers the same questions in the same way. No variable intake, no missing allergies, no gaps in medication history. Baseline data quality improves across your patient population.
Customizable intake questions
Configure by specialty, appointment type, or patient status
Structured response summaries
Staff-reviewed, chart-ready, no re-entry
Captured during booking call
Intake complete before appointment day
Filed by staff into Kareo chart
Your team verifies and documents per workflow
The AI can ask any question your practice uses: current medications, allergies, previous surgeries, symptom duration and severity, family history, recent travel, vaccination status, and more. Your Kareo admin configures the question set by specialty, appointment type, or patient demographic.
The AI is trained to clarify and rephrase. If a patient says 'I don't know' or seems confused, the AI explains the question in simpler terms. If the patient truly cannot answer, the AI notes that and moves on.
The AI flags inconsistencies in its summary (e.g., 'Patient reports taking a medication that was discontinued in 2015'). Your staff reviews the flag, contacts the patient if needed to clarify, and documents the correct information in Kareo.
No. The intake summary is returned to your staff as a structured summary. Your team reviews it for accuracy, flags any concerns, and then documents it into the Kareo chart according to your clinical workflow. Staff retain control and accountability for what goes into the official patient record.
Yes. The AI can be configured to ask conditional follow-ups. For example, if a patient reports severe headache, the AI can ask about duration, recent head injury, or fever. Your practice defines the logic.
The AI notes which questions were skipped. Those items still appear in the summary as 'Not provided' so staff know a gap exists. Patient can complete intake at check-in or during the visit.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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