Patient Intake
When a new caller reaches MedReception's AI, the system captures name, date of birth, and phone number, then creates the patient record in Kareo automatically. Structured intake is returned as a summary for staff to review and file.
By MedReception AI, physician-built by Paul Toomey, MDPublished
Caller gives name and DOB. The AI builds the Kareo patient profile immediately, and your staff sees it live.
Traditional new-patient forms are filled out after scheduling. The AI captures intake *during* the booking call, so appointment and health data arrive together.
Chief complaint, medical history, allergies, and medications are organized in a pasteable format for your staff to review and file, not buried in voicemail.
Your front desk and clinical staff already have demographics and history when the patient arrives. Check-in is verification, not data collection.
New patient record syncs to Kareo
Name, date of birth, and phone number write to the EMR automatically
Intake captured on the call
Medical history, allergies, and chief complaint recorded and returned as a structured summary for staff
No re-entry or manual patient setup
Demographics populate Kareo; staff focuses on clinical documentation
Staff control preserved
All clinical notes reviewed by your staff before filing to patient chart
The AI asks the caller to spell it. If there's any doubt, it confirms the spelling and date of birth twice to ensure the Kareo record is accurate.
Yes, the AI asks for insurance details on the call. Insurance info is captured and returned in the structured summary for your staff to enter into Kareo's insurance fields, not synced automatically.
The AI creates the patient record in Kareo and books the appointment in the same call. Your staff sees both—new patient profile and scheduled appointment—instantly.
The AI checks Kareo by name and date of birth. If there's no match, it's treated as new. If a match is found, the existing record is updated instead.
Yes. During onboarding, we configure the intake questionnaire based on your practice's specialty and clinical workflow. You can update it anytime.
Staff reviews and files them. The AI returns structured intake as a summary; your staff decides what goes into the medical record and ensures clinical accuracy and compliance.
Workflow
Patient intake
Deep dive into AI-driven intake capture and structured summary for EMR entry.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
Next step
Kareo call handling
How the receptionist works alongside Kareo.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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