Data Entry
New callers are verified and added to your Kareo patient database during their intake call. Name, date of birth, and phone are written automatically—no duplicate records, no manual data entry delays.
The AI checks Kareo for matching names and DOBs before creating a new record. If a patient already exists, their existing record is used instead of creating a duplicate.
The caller confirms their name, DOB, and phone on the call. That verified information is written directly to Kareo—no receptionist guessing how to spell a name or recording a wrong phone number.
Demographics are done. Your staff reviews the structured intake summary and adds allergies, medications, and clinical notes to Kareo at their own pace—no interruptions during the appointment.
Name, date of birth, and phone number written to Kareo during the call
Verified caller identity
Duplicate detection across existing Kareo records
Prevents re-entry of patients already in your system
Verified caller identity before record creation
AI confirms demographics on the call
Structured intake summary returned for staff review
Insurance, ID, and history prepared for manual filing
The AI asks the caller for their name, date of birth, and phone number during the intake call. The caller confirms each piece of information. Before creating a new record in Kareo, the AI checks for duplicates by name and DOB.
The AI recognizes the match and uses the existing patient record instead of creating a duplicate. Your staff is alerted so they can confirm the patient's reactivation or transfer.
No. The AI captures insurance cards, photo ID, medical history, and symptoms during the call and returns them as a structured summary. Your staff reviews and files these details into the Kareo chart manually—insurance and clinical information are not auto-populated.
Yes. You can configure the AI to capture specific demographics, clinical history, and intake questions based on your specialty and Kareo workflow.
The AI captures what the caller is willing to share and flags the record for your staff to complete. The appointment is booked regardless; missing data does not block the booking or chart creation.
Workflow
Patient intake
Structured capture of demographics and medical history on first call.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
Next step
Kareo call handling
How the receptionist works alongside Kareo.
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New Patient Records Created Automatically From AI Calls
When a new patient calls, the AI captures their demographics and creates a new patient record in your EMR if integrated.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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