Kareo + Intake
A single AI receptionist serves all your Kareo locations, captures intake once, and routes each caller to the correct location with full chart context—eliminating intake redundancy and missed location transfers.
If a patient calls your main clinic and needs a referral to your surgery center or satellite office, they don't re-answer intake questions. The data is captured once and made available; staff confirm and route.
All Kareo locations see the same patient intake summary. A patient's prior surgeries, allergies, or current medications are visible at any location—no silos, no redundant questions.
Instead of 'one moment while I transfer you,' the AI confirms the correct location, offers available times, and books in one flow. Transfers don't drop; they're confirmed before hand-off.
Multiple locations, one AI, one intake, one booking flow. Your Kareo instances stay in sync; your front desk team never guesses which location owns which call.
Intake captured once
Structured patient data—name, DOB, reason for visit, allergies—available to all Kareo locations
Appointments routed and synced
Each booking goes to the correct location's Kareo schedule automatically
Patient records created per location
New patient demographics written to the appropriate location instance in Kareo
No transfer drops or re-asks
Caller confirmed to correct location with appointment before human handoff
The AI asks the caller about location preference, specialty need, or urgency, then checks Kareo availability at each location and books into the most appropriate instance—or asks the caller to choose.
Yes, if your Kareo locations are networked or use a shared master patient index. The AI can retrieve existing patient info and avoid re-entry. If locations are separate instances, intake is captured once and associated with the new location.
The AI can re-route in real time, confirm availability at the new location, update the appointment, and notify the patient—all before staff involvement.
Yes. You can configure location-specific questionnaires (e.g., surgery center asks about pre-op requirements; satellite clinic asks about established patient status) while maintaining a unified intake backbone.
The single AI distributes calls across your locations based on availability, caller preference, and urgency. Your dashboard shows call volume per location, and each location receives their routed calls with full context.
EMR Integration
AI receptionist for Kareo
Complete Kareo integration—how appointments, new patients, and intake sync across your practice.
Workflow
Patient intake
Intake questionnaire design, data capture, and delivery to your EHR—tailored per specialty or location.
Next step
How calls get routed
Getting each caller to the right place first time.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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