Intake
Callers provide their details once. The AI creates the Kareo patient record with name, DOB, phone, and contact info. Insurance, ID, medical history, and chief complaint are captured and returned as a structured, pasteable summary for staff to review and file.
New patients don't repeat their name, phone, or address at check-in. Kareo demographics are already populated. Clinical staff verify and proceed to visit prep.
AI captures insurance, ID, medical history, and medications. Staff receive an organized, pasteable summary to review and file into the patient's clinical record.
From inbound call to booked appointment and Kareo record created—zero follow-up needed. New patient is set up before hanging up.
Front desk confirms the pre-populated information and moves the patient straight to the waiting room. No re-entering name, DOB, or insurance details.
Kareo patient record created automatically
Name, DOB, phone, address synced to EMR
Insurance and ID data captured on call
Structured summary provided to staff for review
Medical history collected before first visit
Allergies, medications, chief complaint documented
New patient ready for clinical intake
Demographic entry bypassed; staff verify and proceed
The AI collects name, date of birth, phone number, email, address, insurance carrier and member ID, emergency contact, medical history, known allergies, current medications, and reason for visit. Demographics (name, DOB, phone, address) sync to Kareo. All other captured details are returned as a structured summary for staff to review and add to the chart.
The AI notes that insurance info is pending and creates the patient record without it. Staff can update Kareo when the information arrives. The patient is still booked and ready for their visit.
The demographics are in Kareo before the visit. Clinical staff review the AI summary, add any needed detail, and the chart is ready for the provider. The patient doesn't wait for paperwork or re-interview.
Not the basics. Check-in becomes a verification step—staff confirm the pre-populated name, DOB, phone, and insurance in Kareo. Patients only clarify or add new information.
All calls are HIPAA-compliant and encrypted. New patient records are created in Kareo under your standard access controls. No data is stored outside your Kareo instance or shared externally.
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Replace paper intake forms and check-in delays.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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