Kareo Integration

One AI receptionist handles calls for all your Kareo locations—routes each call to the right clinic

Multi-location practices using Kareo can route all calls through a single AI receptionist. Callers specify which location or their call is routed based on appointment type and availability. Appointment bookings and patient demographics sync to Kareo.

How it pays back

Patients Don't Navigate Multiple Numbers

One main line. Callers say 'downtown' or 'north campus,' or the AI routes based on appointment type. All clinics are connected through one Kareo database, so patient history follows them.

No More Call Spillover or Lost Volume

If the downtown location is full, the AI checks availability at other sites and offers an alternative—all in one call. Appointments route to the right clinic in Kareo. No internal transfers, no caller frustration.

Consistent Experience Across Sites

Tone, intake, and scheduling logic are uniform. Every caller gets the same professional greeting and efficient booking process, regardless of which clinic they call.

All locations managed by one AI receptionist

Single phone number, multi-site routing through Kareo

Appointment inventory visible across all clinics

AI offers slots based on location availability in real time

Patient record unified across sites

One Kareo database, one complete history

Frequently asked questions

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

During onboarding, each location is mapped to its Kareo clinic ID and calendar. When a caller chooses a location or the AI detects one (e.g., 'I can't get downtown, how about north?'), the booking goes to that site's calendar.

If a patient moves appointments between locations, do they stay in one Kareo record?

Yes. All locations share one Kareo patient database. A patient can schedule at downtown Monday and north Tuesday—both appointments appear in their Kareo record under different clinics.

Can I set different business rules for each location?

Yes. Each location can have custom hours, appointment types, hold times, and escalation rules. The AI applies location-specific logic automatically based on which clinic the call is routed to.

What if two locations have the same appointment type? How does the AI decide?

You set the routing priority during setup: proximity, caller preference, availability, or appointment length. The AI uses your logic to choose optimally and presents the choice if there's a tie.

Related reading

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