New Patient Capture
Most Kareo practices collect new-patient info offline—caller provides name, insurance gets verified later. MedReception's AI captures name, DOB, phone, and reason on the call; structured summary and Kareo new-patient record prep instantly.
Instead of 'leave your information and we'll call you back,' you capture name, DOB, phone, and visit reason while the caller is on the line. Kareo patient record is pre-seeded before they ever arrive.
Caller spells out their name on the call; AI enters it once into Kareo correctly. Your staff sees it immediately and can flag duplicates before the chart is created.
Your clinician doesn't wonder why the patient is calling. The AI's structured note—screening questions and symptoms mentioned—is available for your staff to review before the appointment.
Insurance info is captured on the call and secured in your MedReception portal. Your staff verifies coverage while the appointment is already booked, not as a blocker to scheduling.
New patient arrives with name, DOB, phone, and visit reason already in Kareo and verified. Front desk confirms emergency contacts and medical history; skips the 'we need all your basic info' form.
Structured new-patient capture
Name, DOB, phone, and chief complaint recorded on the call
Kareo demographic sync
New patient record created instantly; no duplicate-entry workflow
Insurance secured separately
Captured on call and retained in MedReception for staff verification
Caller verifies in real time
AI reads back name and contact details; caller confirms or corrects on the spot
The AI captures their name, DOB, phone, and chief complaint—insurance is optional. Your staff can request insurance details when they confirm the appointment or at check-in. The appointment is never blocked by missing insurance; payment verification happens in parallel.
Yes. If the caller is new to your practice, the AI creates a new patient record in Kareo with their name, DOB, and phone during the call. Your staff can edit, add notes, or flag duplicates within seconds.
Yes. You can configure the AI to ask screening questions during the intake call. Answers are captured and returned as a structured summary for your staff to review and file to the patient record.
The AI asks the caller to spell it out during the call. The caller hears their name spelled back for confirmation. If corrections are needed, they're made on the spot—no post-call corrections.
No. The intake summary is retained in your MedReception portal for your staff to review, edit, and file to Kareo. Patients receive only the appointment confirmation and any automated reminders you've configured.
Yes. The AI can request an upload link during the call or via follow-up text/email. Your staff reviews the image in MedReception and files or verifies as needed before the first appointment.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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