Kareo + Intake

AI receptionist gathers patient history, preferences, and insurance details during the initial call—structured data ready for Kareo clinical intake

MedReception captures new patient information, reason for visit, and medical history on inbound calls and returns it as a structured summary for Kareo, eliminating paper forms and manual data entry.

How it pays back

Eliminate Paper New-Patient Forms

No more clipboards in the waiting room. Details are captured on the call and ready in Kareo before the patient arrives.

Faster Chair Time

Clinical staff see a complete intake summary in Kareo, saving time per new-patient visit. More time for care, less time on paperwork.

Complete First-Visit Records

Allergies, medications, past medical history, and chief complaint are all captured in one call. Kareo clinical note has all context.

Reduce Phone-Tag with Callers

Insurance verification and ID details are gathered upfront, not sent back and forth between caller and staff.

Complete medical history captured

On the initial booking call

Structured intake summary

EMR-pasteable format for Kareo clinicians

Insurance details collected

Uploaded to portal for staff verification

Patient preferences documented

Stored in Kareo for continuity of care

Frequently asked questions

Does the AI ask the same questions every practice uses?

No. During setup, you define your intake questions and clinical workflows. The AI's questions are custom to your specialty and Kareo configuration.

What if the caller doesn't know their allergy history?

The AI notes if information is unavailable and flags it for clinical staff. No fabricated data—just clear gaps for the clinical team to follow up on.

How does insurance information get into Kareo?

Insurance details are captured during the call and also available in the MedReception portal for upload. Staff review and enter insurance into Kareo directly—it is not auto-populated.

Can the patient update intake information before their visit?

Yes. After the initial AI call, the patient can receive a portal link to review and update their information before the appointment.

What if there are language barriers?

MedReception supports multiple languages. The AI conducts intake in the caller's preferred language and returns a structured English summary for Kareo staff.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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