Patient Creation
When a new patient calls, MedReception AI collects essential demographics and writes them to Kareo as a new patient record—ready for clinical staff to add insurance, history, and allergies.
By the time the new patient arrives or the next business day begins, their name, DOB, and contact are in your Kareo system. Your staff skips the data-entry step and moves directly to insurance verification, medical history, and clinical intake.
The patient record exists in Kareo before they walk in the door (or before their first telehealth visit). Your front desk confirms details instead of creating records under pressure during a busy morning.
MedReception captures insurance details on the call and returns them as a structured summary for your staff to review and enter into Kareo—keeping sensitive verification steps secure and compliant with your practice's intake protocol.
Because new patients are registered programmatically—not transcribed from voicemail by an overworked scheduler—your Kareo database has fewer typos, duplicates, and data gaps.
New patient records created on first call
Name, DOB, and phone synced to Kareo instantly
No manual patient setup required
Eliminates data-entry bottleneck for new patients
Insurance captured separately for staff review
Structured summary ready for your verification workflow
Medical history questionnaire ready to attach
Clinical staff adds clinical details; demographics already in Kareo
First name, last name, date of birth, phone number, and email address. These are the core patient identifiers that allow your team to tie future calls and chart entries to the same record.
Yes, the AI can ask for insurance information. However, that data is captured as part of the call summary and returned to your staff as a structured record for review. Your team enters insurance into Kareo using your standard intake workflow.
MedReception checks for duplicate entries before writing to Kareo. If a patient with the same name and DOB recently called, the second call is linked to the existing record rather than creating a duplicate.
The core demographics (name, DOB, phone, email) sync to all Kareo instances. Custom fields depend on your Kareo configuration. Your team can work with us to map additional Kareo fields if your practice captures them universally.
The AI captures what the patient provides and returns it as a summary. Your staff can fill in missing details when the patient arrives or call to confirm. The Kareo record is never left incomplete—it's created with available data and staff adds the rest.
Workflow
Patient intake
Learn how intake calls are structured, what data is captured on the call, and what flows into Kareo versus your intake forms.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
Next step
AI receptionist for Kareo
How the receptionist works alongside Kareo.
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First-time callers become new Kareo patient records automatically.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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