Kareo Integration
When a new patient calls your Kareo-integrated practice, the AI collects name, date of birth, and phone number. That data writes directly to a new Kareo patient record, ready for your staff to complete.
Your front desk or clinical staff spend less time typing basic demographics. They focus on insurance verification, clinical history, and consent forms.
The AI captures phone numbers and DOB with confirmation logic on the call. Misspelled names and wrong area codes are caught and corrected before they enter Kareo.
New patients hear 'Thank you, I've added you to our system' instead of 'Please repeat that.' Caller confidence rises because they know they're in the system.
Correct phone numbers mean confirmation texts and calls reach patients reliably. Patients who feel properly registered are more likely to keep their appointments.
Patient demographics written to Kareo
Name, date of birth, phone number synced on every new patient call
Structured data capture
Confirmation logic ensures accuracy before entry
Ready for your staff
New Kareo record pre-populated, waiting for insurance and clinical history
Available during business hours and after-hours
New patients get registered whether you answer the phone or the AI does
No. The AI checks your Kareo database for existing records by phone number or name before creating a new one. If a match is found, it flags it for your staff to confirm.
The AI handles that gracefully—it captures what the caller will give and flags incomplete records for your staff to follow up or complete in person at check-in.
Yes. It checks for matches by name and phone. If a record is found, it alerts your staff so they can pull up the existing chart instead of creating a duplicate.
Yes. The AI looks up the patient in Kareo by phone number or name, confirms it's the right person, and books or reschedules the appointment without creating a new record.
All data is encrypted in transit and at rest. The AI runs on HIPAA-compliant infrastructure. Phone calls are not recorded or retained beyond the summary sent to your team.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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