Data Integration
No more 'Let me look up if you're in the system.' The AI identifies new callers, captures demographics during the conversation, and writes a new patient record to Kareo with a structured intake summary your staff can review and file.
When the patient arrives, their demographics and intake summary are already in Kareo. Check-in staff confirm rather than collect, and clinical staff see the captured information before the room visit.
Caller tells the AI once. That data flows to Kareo; your team reviews and files once. No re-keying on a phone slip, no transcription errors, no 'Is your middle initial...?' follow-ups.
The AI captures coverage info on the call. Your billing team sees this in the call summary, verifies eligibility while the patient is still on the line if needed, or follows up before the appointment.
Allergies, medications, chief complaint, and family history captured on the call appear in the intake summary. Staff review and file this into Kareo's visit note template — saves time per new patient.
New patient record created
Demographics synced to Kareo during the call; patient account ready on arrival
Structured intake summary
Medical history, allergies, and chief complaint captured and formatted for your staff to review and file
Insurance captured
Coverage and financial questions logged for your billing team to verify and update
No patient re-contact needed
All essential information collected in one call; no follow-up for missing demographics
The AI asks a verification question (e.g., 'Is this your first time calling us?' or checks the name in Kareo). If uncertain, it flags the call for your staff to review before creating a duplicate. This is rare but ensures data integrity.
The AI asks and records what the patient reports. For example, 'Any allergies?' The patient's answer is captured verbatim and returned in the intake summary for your clinical staff to review, verify, and file into Kareo's allergy and medication lists.
Yes. The AI asks for insurance carrier, plan name, and member ID. This is captured and returned in the intake summary. Your billing team verifies the information and updates Kareo's insurance fields to ensure accurate claims processing.
The AI captures demographics, creates the new patient record in Kareo, and books the appointment. When your office opens, the patient is already set up and on the schedule.
The AI asks which location the patient will visit or which provider they're calling about. The new patient record is created with the correct location assignment in Kareo.
Yes. Your team configures the intake flow — you can add specialty-specific questions (e.g., for orthopedics: 'Which body part bothers you?' or for behavioral health: 'Is this your first therapy experience?'). Answers are captured and returned in the structured summary for your staff to review and file.
Workflow
Patient intake
Deep dive into how AI-captured intake data reduces manual entry and improves chart completeness.
Integration
EMR and EHR integrations
Understand how MedReception syncs with Kareo and other EMR systems.
Next step
AI receptionist for Kareo
How the receptionist works alongside Kareo.
Related
Kareo Patient Data Sync From AI Intake Calls
MedReception AI captures caller information during intake and writes demographic data to Kareo as a new patient record or existing patient update.
Related
Stop Re-Asking Patient Info — AI Captures It on the Call for Kareo
MedReception captures full new patient intake on the first call, creates a Kareo record with demographics and contact info, and returns structured…
Related
Kareo AI Receptionist That Captures New Patient Demographics on the First Call
AI receptionist gathers new patient demographics while scheduling and writes appointment bookings and patient creation (name, DOB, phone) to your…
Related
Kareo New Patient Setup: Name, DOB, and Phone Auto-Populated from AI Calls
When a new patient calls your Kareo-integrated practice, the AI collects name, date of birth, and phone number.
Related
New Patient Setup for NextGen Practices
MedReception AI fields incoming new patient calls 24/7, gathers demographics and health history on the phone, and delivers a clean, organized summary…
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
