Kareo + Scale

Kareo clinics with multiple locations: single AI receptionist answers all calls, routes to the right location, and books appointments to the correct Kareo calendar.

AI receptionist handles inbound calls for all your Kareo locations from a single system. Callers are routed based on availability, insurance network, or location preference—and appointments are booked into each location's Kareo schedule.

How it pays back

Professional Single Point of Contact

Patients don't navigate multiple phone numbers or locations. They call once and are routed appropriately. Multi-location practices appear cohesive and easy to reach.

Balanced Load Across Locations

The AI can optimize routing based on availability and wait times at each location. Popular clinics don't get overwhelmed while others sit empty.

No More Call Transfers or Misdirections

The AI routes calls to the right location before an appointment is even offered. No more calling a patient back to say 'wrong location.' Kareo bookings ensure the appointment goes to the intended calendar.

Centralized Oversight, Local Autonomy

You see all calls and bookings across locations in one dashboard. Each location still manages its own Kareo instance and patient records independently.

Single AI receptionist for all locations

All calls answered by the same intelligent system

Calls routed by availability, insurance, or preference

Optimal matching between caller need and location capacity

Appointments booked to the correct Kareo location calendar

Each location sees its own schedule; no cross-location confusion

Centralized reporting with location-level drill-down

See total call volume and performance by site

Frequently asked questions

How does the AI know which Kareo location calendar to book into?

You configure the AI to ask the caller for their preferred location or to infer it from zip code, insurance network, or prior visit history. The AI then books into that location's Kareo calendar.

Can different locations have different hours or availability?

Yes. Each location's Kareo schedule can have different hours (e.g., location A closes at 5pm, location B at 7pm). The AI respects each location's calendar and only offers available slots.

What if a caller doesn't care which location they visit?

The AI can route them to the location with the shortest wait or first available slot. This balances patient demand across your network.

Do each location's staff see all multi-location calls?

No. Each location sees only calls routed to them and appointments in their own Kareo calendar. The central dashboard shows all activity; individual locations see filtered views.

How does insurance verification work across locations?

The AI captures insurance information on the call and returns it as a structured summary for your staff to review. Your staff can verify coverage in the relevant location's Kareo instance before the patient arrives.

Can urgent calls be routed to any location or specific on-call provider?

Yes. You configure whether urgent calls always go to a central on-call physician or to the location where the patient is scheduled. The AI respects your on-call routing rules.

Related reading

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Multi-Location Kareo Practices: Centralized AI Reception, Local Scheduling | Medreception AI