New Patient Onboarding
MedReception captures new patient name, DOB, phone, and address during the call and writes them to Kareo before the patient's first appointment.
By MedReception AI, physician-built by Paul Toomey, MDPublished
Basic demographics are already there. Your front desk verifies, doesn't re-enter. Check-in is a quick confirmation instead of a full round of data collection.
The AI collects insurance carrier, member ID, and group number during the call and returns them in a structured summary. Your billing team reviews and files those details into Kareo's insurance section—no double-entry from a form.
The AI captures reason for visit and any relevant history during intake and returns it as a structured summary. Your staff reviews and files this into Kareo's chart for the provider to see before the appointment.
Once a new patient confirms and the appointment is booked into Kareo, they have a real appointment—not a pending call-back. Accountability increases.
New patient demographics written to Kareo on call completion
Name, DOB, phone, and address synced instantly
Structured intake summary provided for staff review
Medical history, symptoms, and questionnaire answers ready for chart filing
Insurance information captured and documented
Insurance details captured during call for your billing team to process
Check-in time reduced because Kareo is pre-populated
Patients verify existing data instead of completing intake from scratch
Name, date of birth, phone number, and address are written to Kareo automatically. Insurance information and medical history are captured and returned as a structured summary for your staff to review and file.
Yes. The AI creates a new patient record in Kareo during the call if the caller is not in your system. They appear as a scheduled appointment with demographics populated.
Your staff can edit Kareo records anytime. The AI confirms details during the call (e.g., 'Let me confirm that's spelled J-O-H-N'), but if mistakes happen, staff can correct them before or after the appointment.
Yes. If you have multi-location Kareo setup, the AI can route the caller to the right location and create their record there, or update an existing chart if they're already in your system at a different location.
Questionnaire responses (symptoms, allergies, medications, chief complaint) are captured during the call and returned as a structured summary. Your staff reviews it and files it into the patient's Kareo chart—typically as a note or attachment.
The AI captures what the caller provides and notes any incomplete fields in the summary. Your staff can follow up at check-in or the provider can ask during the visit. No data is fabricated.
Workflow
Patient intake
How the AI captures and structures new patient information for Kareo filing.
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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