Kareo + Workflow

Kareo users: AI confirms every Kareo appointment via call or text; captures patient commitment and flags likely no-shows before the visit.

AI receptionist confirms Kareo appointments 24 hours before the visit via phone or text. Patients who don't confirm are flagged for follow-up, reducing no-show waste and freeing up chair time.

How it pays back

Reclaim Wasted Chair Time

No-show slots are identified 24 hours early. Staff can move waitlist patients into open spots or free up provider time for other priorities.

Patients Self-Triage During Confirmation

When asked to confirm, a patient often realizes they don't need the appointment or have already resolved the issue. Unnecessary visits are cancelled before they waste time and revenue.

Kareo Schedule Stays Accurate

Confirmations and cancellations are captured on the call. Your schedule reflects reality, not a best guess.

Staff Spend Less Time on Confirmation Calls

The AI handles routine confirmations. Staff focus on flagged high-risk no-shows or complex cases that need human touch.

Cancellations captured and flagged for staff review

Slots backfilled from waitlist or freed for other use

Non-responders flagged for staff follow-up

Staff can intervene before the chair sits empty

Confirmation activity tracked for staff visibility

Staff see which patients confirmed, which need outreach

Frequently asked questions

When does the AI send confirmation calls or texts?

By default, 24 hours before the appointment. You can customize this to 48 hours, 72 hours, or the day of the visit depending on your practice type (e.g., surgical practices may confirm 72 hours prior).

What does the patient hear in a confirmation call?

The AI greets the patient by name, confirms the appointment date, time, and provider, and asks if they plan to attend. The patient can confirm, reschedule (if slots are available), or cancel.

If a patient wants to reschedule during the confirmation call, can the AI book a new slot?

Yes. The AI checks available Kareo slots in real time and offers alternatives. The new appointment is booked in Kareo, and the original slot is freed.

What if a patient doesn't respond to the confirmation call or text?

They're flagged in Kareo as 'unconfirmed.' Your staff can see this list in the morning and call high-risk patients to confirm. If they still don't respond by appointment time, the slot may be backfilled or opened for a waitlist patient.

Can I disable confirmations for certain appointment types?

Yes. You might confirm routine follow-ups but not surgery. You configure which appointment types require AI confirmation and which are auto-confirmed or flagged for staff.

Do confirmed appointments stay in Kareo?

Yes. Confirmed appointments remain in Kareo. Cancelled or rescheduled ones are updated in real time. Your Kareo schedule always reflects current confirmations.

Related reading

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Kareo Practices: Reduce No-Shows with AI-Powered Appointment Confirmations | Medreception AI