New Patient Capture
The AI does not finish a Kareo registration; it seeds it. Name, DOB, phone and reason for visit are created during the call with the caller confirming them out loud. Insurance, emergency contacts and clinical history are captured and handed to your staff to verify and file.
Instead of asking the caller to leave their information for a callback, name, DOB, phone and visit reason are taken while they are on the line. The Kareo record is seeded before they ever arrive.
Names are spelled out and read back during the call. The person who knows how their surname is spelled is the one who confirms it, rather than a staff member reconstructing it from a note afterwards.
Insurance is captured on the call and held in your MedReception portal. Your staff verify coverage while the appointment is already booked, so verification runs in parallel with scheduling rather than gating it.
The registration your front desk opens is partly complete and already confirmed by the patient. Their work is filling the remaining fields and verifying, which is a shorter task than building a record from a message.
The patient arrives with name, DOB, phone and visit reason already in Kareo. The desk confirms emergency contacts and history instead of working through a basic-information 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
If the caller is new to your practice, the AI creates a patient record in Kareo with their name, date of birth and phone during the call. Your staff can edit it, add notes, or adjust it within seconds of the call ending.
Insurance, clinical history, medications, allergies and chief complaint. Those are captured on the call and returned as a structured summary for your staff to review and file to the patient record, so nothing clinical enters Kareo unreviewed.
The AI captures name, DOB, phone and chief complaint; insurance is optional. Your staff can request it when they confirm the appointment or at check-in. The appointment is never blocked by missing insurance.
The AI asks the caller to spell it out and reads it back for confirmation. Corrections are made on the spot rather than after the call.
Yes. You configure which screening questions are asked during the intake call. Answers are captured and returned as a structured summary for your staff to review and file to the patient record.
Yes. The AI can send an upload link during the call or by follow-up text or email. Your staff review the image in MedReception and file or verify it before the first appointment.
Related
Patient intake
Structured new-patient capture, history, and reason-for-visit workflows.
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Front desk workload
Reduce manual intake and registration work; let AI capture first-call details.
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New Patient Intake Forms Captured During Phone Call, Not After Appointment
Convert new patient calls into complete intake data in real time.
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Kareo New Patient Intake via AI: Capture and Prepare
The AI asks intake questions on the call: insurance, medical history, medications, allergies.
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Collect New Patient Information During First Call, Not After
Gather new patient information—demographics, insurance, medical history, allergies—in a single conversational call.
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New Patient Intake During Call—Not Via Voicemail Fallback
When an AI receptionist answers a new patient call, intake happens immediately during the conversation.
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New Patient Intake Without Voicemail Drop-Off
Voicemail sends new patients to dead ends. AI answers every new patient call, captures intake, and books the appointment on the first interaction.
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Phone-Based Patient Intake vs. Digital Forms: When AI Call Capture Wins
Compare phone-based AI intake with email-to-patient digital forms.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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