EMR Integration
When an unknown caller books an appointment, the AI captures name, date of birth, and phone number and creates the patient record in Kareo instantly. Your staff reviews and completes insurance and questionnaire data.
New patients are in your Kareo system on the day they call. Your front desk can send intake forms, pre-registration links, or appointment reminders immediately—no waiting for manual data entry.
The AI checks Kareo before creating a new record. If the patient exists but hasn't been seen in years, the AI recognizes them and reactivates their record.
The AI captures insurance carrier, member ID, and group number during the call. This information is returned as a structured summary that your billing team reviews and enters into Kareo alongside the appointment.
Medical history, current medications, allergies, and reason for visit are captured as a formatted summary. Your clinical staff reviews this before the patient's first visit, not typed into the chart during the appointment.
After the call, the patient receives a link to upload photo ID and insurance cards to a secure portal. Your staff reviews these images and can attach them to the Kareo record or keep them in your compliance folder.
New patient records auto-created in Kareo
Name, DOB, phone written immediately
Demographic capture during the call
Insurance, contact preference, emergency contact
Structured intake summary returned
Medical history, allergies, meds, chief complaint
No duplicate records created
AI verifies Kareo before patient creation
Secure document collection
Post-call portal link for ID and insurance uploads
Name, date of birth, and phone number are written to Kareo immediately when a new patient is created. Insurance, emergency contact, and other details are captured on the call and returned as a summary for your staff to review and enter into Kareo.
No. The AI captures insurance carrier, member ID, and group number during the call and returns this as a structured summary. Your billing staff reviews this information and enters it into Kareo's insurance section—this ensures accuracy and compliance with your verification process.
The AI recognizes the patient by phone number or name, retrieves their existing record, and reactivates it. No new record is created. Your staff can then update any changed demographics.
The AI asks targeted questions during the call: 'Do you have any drug allergies?', 'Any current medications?', 'Any chronic conditions we should know about?' Responses are captured and returned as a formatted summary for your clinical team to review before the appointment.
Yes. After the call, the patient receives a secure link to upload photo ID and insurance cards. Your staff reviews these documents in the MedReception portal and can attach them to the Kareo record or keep them in a compliance folder.
Your front desk or billing staff reviews the AI-captured insurance summary, verifies the details with the patient if needed, and enters confirmed information into Kareo's insurance section. This ensures accuracy before the first visit.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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