Patient Onboarding
New patient calls; the AI receptionist gathers name, date of birth, phone, address, and insurance on the call. Demographics are written to Kareo. Intake summaries are returned to staff for quick review and filing.
Demographic data is already in Kareo. Staff pull up the chart and focus on clinical intake instead of re-entering basic information.
Patients do not spend 20 minutes filling out forms in the waiting room. Check-in is instant; your clinician can begin care immediately.
Intake is captured digitally on the call. Staff receives a structured summary they can review and file in Kareo in seconds.
Insurance details are part of the initial call. Your staff can verify coverage before the appointment, not during check-in when the patient is already in the waiting room.
Demographics written to Kareo
Name, DOB, phone, address synced at call end
Structured intake summary returned
Medical history, allergies, meds, chief complaint captured for staff review
Insurance captured on call
Returned to staff as structured data for verification and entry
HIPAA-secure from first contact
Encrypted call handling and encrypted data transfer to Kareo
Demographics (name, DOB, phone, address) are written directly to Kareo. Medical history, allergies, medications, and chief complaint are captured and returned as a structured summary that your staff reviews and files in Kareo. This keeps your clinical documentation accurate and under your control.
The AI receptionist captures what the patient shares. If the history is extensive, the summary is flagged for your staff to review and add detail if needed. Clinical notes remain a staff responsibility.
Allergies are captured on the call and included in the intake summary. Your staff enters allergies into the Kareo allergy field so they are prominent in the chart and visible at every visit.
Yes. Insurance information is collected on the call and returned as structured data to your staff. You enter it into Kareo or your billing system. Card details are never stored by the AI receptionist.
The AI receptionist captures what the patient provides. If information is missing, it notes the gaps in the summary. Your staff can call the patient back before the appointment or collect it at check-in.
Yes. After-hours callers can complete the same intake process. The data is returned to your staff for Kareo entry the next business day, so the chart is ready when the patient arrives.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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