Clinical Workflow
MedReception captures new patient details and structured intake summaries on the initial call, then creates Kareo records with demographics and appointment info. Intake summaries are returned to staff as structured, EMR-pasteable documents for review and filing—eliminating repeat intake questions.
Caller dials after hours, provides name and DOB. MedReception creates the Kareo patient record and schedules the appointment. Your front desk opens to a complete new patient in the system.
MedReception asks about allergies, medications, prior surgeries, and chief complaint during the booking call. The structured summary is returned to your staff, who review and file it into the Kareo chart. No patient repeats the history at check-in.
If a caller mentions a recent hospitalization, active chest pain, or drug allergy, MedReception flags it in the summary. Your staff see it before the appointment and can triage or reschedule if needed.
Provider opens the chart to see structured intake already logged. No time wasted asking 'What brings you in today?' and 'Any allergies?'—they start where the clinical work begins.
New patient records created
Demographics and appointment synced to Kareo on call
Structured intake captured
Medications, allergies, chief complaint in one contact
Intake summary for staff review
Ready to paste into patient chart
Red flag detection
Urgent or concerning findings flagged for triage
No. Insurance details are captured on the call and returned as part of the structured intake summary. Your staff review the information and enter it into Kareo's insurance fields according to your data entry workflow.
MedReception respects caller preference. If they prefer a quick booking with intake at check-in, the call is brief and only essential details (name, time, chief complaint) are captured. Staff handle the full questionnaire in-office.
Yes. The structured summary is formatted for easy copy-paste into Kareo's clinical note fields. Your staff can edit or expand it before the provider opens the chart.
MedReception captures both responses and flags the discrepancy in the summary. Staff see it immediately and can clarify with the patient before the appointment or at check-in.
Yes. The summary is transmitted securely and only accessible to staff with Kareo login credentials. No unencrypted email or public sharing.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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