Workflow
Stop asking new patients to arrive 15 minutes early for paperwork. The AI captures demographics, insurance, and clinical history on the phone call. Appointment and patient demographics sync to your Kareo chart; clinical intake is returned as a structured summary for staff review and filing.
By the time a new patient walks in, their Kareo chart exists with demographics, appointment details, and intake summary ready for staff to review and finalize. The front desk moves them straight to the waiting room.
Insurance information is captured on the call and returned as a structured summary for your staff to verify against the patient's card and file. You know coverage status before the patient is in the exam room, avoiding billing surprises and eligibility holds.
Medical history, medications, allergies, and chief complaint are collected in conversation and returned as a clean summary your clinical staff can review for accuracy and file in Kareo in minutes.
No more 15-minute new patient check-ins for paperwork. Patients arrive, sign digital consent, and go to the exam room. Staff focus on payment verification and insurance follow-up, not data entry.
New patient demographics and appointment synced on call
Demographics and appointment written to Kareo before disconnect
Insurance information structured and ready for verification
Staff verify against patient's card and file; coverage known before visit
Clinical intake captured as structured summary
History, meds, allergies formatted for staff review and Kareo filing
Reduced front desk arrival time
Chart prep and data capture moves from lobby to phone call
Insurance details are collected in the call and encrypted immediately. The information is returned as a structured summary for your staff to verify against the patient's insurance card and file in Kareo.
The AI notes that insurance is pending and flags it for your staff to collect at check-in or follow up by phone. The patient is still booked and their chart is created with demographics; insurance is added when available.
Clinical data (history, medications, allergies, chief complaint) is captured on the call and returned as a structured summary. Your staff reviews it for accuracy and files it in the Kareo chart before the patient's visit—this step ensures clinical correctness.
Yes. They can update demographics and insurance through the patient portal or by calling back. Any changes are flagged for staff review and updated in Kareo.
Your staff reviews the structured intake summary and can contact the patient by phone or email for clarification. Once verified, the data is filed in Kareo and the chart is complete.
Workflow
Patient intake
Discover how insurance, history, and demographics are structured for chart filing.
Workflow
Front desk workload
Learn how phone-based enrollment eliminates front desk paperwork.
Next step
Kareo call handling
How the receptionist works alongside Kareo.
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New patients calling a Kareo practice need to provide demographics.
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Deploying AI Receptionist in Your Kareo Practice
MedReception integrates securely with your Kareo account.
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New Patient Booking on Kareo: From Call to Chart in One Step
New patient calls to Kareo practices are answered by AI, intake details captured on the call, and new records created in Kareo with demographics…
Related
New Patient Demographics Captured and Synced Into Kareo
AI receptionist captures new patient name, date of birth, phone, and address during the booking call and writes them directly into Kareo.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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