Patient Onboarding
MedReception guides new patient callers through intake questions on the phone, capturing insurance, medical history, and reason for visit as structured data that your staff reviews and files into Kareo—eliminating email intake forms and paper delays.
Instead of 'we'll email you a form,' the patient completes intake during the call. Your staff receives a structured summary, validates it, and files to Kareo the same day.
Your billing team reviews the insurance information MedReception captured, confirms the policy details, and enters it into Kareo. By appointment day, you already have the patient's information on file.
When the new patient arrives for their appointment, the physician sees the intake summary in Kareo—medications, allergies, prior surgeries, and reason for visit are all there, ready for review.
Name, DOB, phone, address, insurance, appointment slot—everything is in Kareo by the end of the intake call. No manual entry. No surprises on day-of.
New patient record created in Kareo
Name, DOB, address, phone, and demographics written automatically
Intake summary returned for staff review
Insurance, allergies, medications, and medical history—staff validates before filing
Appointment booked during intake call
New patient confirmed and written to Kareo schedule same call
No paper forms or email delays
Structured data captured live, returned as ready-to-file summary
MedReception covers: reason for visit, current medications, allergies, pharmacy name, prior surgeries/hospitalizations, and insurance. Your practice customizes the list based on specialty and workflow.
It's emailed immediately after the call, stored in the MedReception portal, and available via your practice's dashboard. Your team reviews, validates, and files it to Kareo.
MedReception captures what they can provide over the phone (carrier name, group number if known). Your billing team follows up for the policy number and enters it into Kareo before the first visit.
Yes. MedReception completes the intake and immediately checks your Kareo schedule for available slots. The new patient books during the call, and the appointment is written to Kareo instantly.
MedReception asks for DOB or phone and searches Kareo. If found, it retrieves their existing record, confirms details, and books an appointment without repeating intake.
Yes. Patients can call back or use the MedReception patient portal to update insurance, pharmacy, or medications before their appointment. Updates are sent to your staff for Kareo review.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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