Patient Intake
New patients calling a Kareo practice need to provide demographics. An AI receptionist captures patient name, date of birth, and contact info on the call and writes it directly to Kareo so charts are ready for your clinical team. Insurance details, photo ID, medical history, and allergies are captured and returned as a structured summary for staff to review and file.
By the time the patient arrives or the first provider opens the chart, demographics are already in Kareo. No rushing to catch up on paperwork.
Demographics are already in Kareo, captured during the call. Your team can focus on verifying insurance, collecting photo ID, and clinical prep instead of typing.
The AI captures what the patient says, but your staff handles insurance verification, photo ID, and final chart review to ensure accuracy and compliance.
The AI checks Kareo to see if the patient already exists, preventing duplicate chart creation and ensuring consistent patient identity.
New patient demographics written to Kareo during the call
Name, DOB, phone, email, address — no staff data entry needed
Insurance details captured for staff verification
Structured summary provided for compliance and billing review
Medical history and medications documented
Returned as summary for clinical review and filing
Duplicate prevention built in
AI checks existing Kareo records before creating new patient
The AI writes name, date of birth, phone number, email, and address (if provided) directly to Kareo as a new patient record. These demographics are written to the chart automatically.
Insurance information, photo ID or driver's license details, medical history, allergies, medications, and chief complaint are captured during the call and returned as a structured, pasteable summary for your staff to review and file in the chart. Your clinical team controls what goes into the medical record.
The AI queries Kareo to check if a patient with the same name and date of birth already exists. If a match is found, the staff is notified so they can link the call to the existing record instead of creating a duplicate.
Yes, the AI asks for insurance details and member ID during the call. This information is captured and returned in a structured summary for your billing or insurance verification staff to review and enter into Kareo's insurance module.
The summary is delivered to your staff via email or dashboard. Your team reviews it for completeness and accuracy, then files it in the Kareo chart or uses it to populate insurance, allergies, and medications fields in the patient record.
Workflow Hub
Patient intake
Learn how AI intake captures structured new patient data and preps charts for your team.
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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