Kareo Integration

Automated reminders and confirmations—pulled from your Kareo schedule, sent via text and voice

The AI sends appointment reminders and confirmations to patients booked in your Kareo calendar. Patients confirm their appointment, reschedule, or cancel. Appointment updates are returned to Kareo for your staff to review and action.

How it pays back

Fewer No-Shows, More Revenue

Patients who confirm their appointment are more likely to show up. Confirmed slots fill faster, reducing empty chair time.

Real-Time Cancellation Capture

When a patient cancels via text, your staff are notified immediately. You can update Kareo, flag the slot as open, and offer it to a waitlist or reschedule another patient.

Reschedules Handled Instantly

Patient texts 'reschedule'; AI offers available Kareo slots and the patient selects a new time. Your staff review and action the cancellation and new booking in Kareo.

No Manual Data Entry

Confirmations, cancellations, and reschedules are captured by the AI and presented to staff in a structured summary. Staff use that to update Kareo—no re-entry from scratch.

Reminders tied to Kareo schedule

Sent at intervals you configure (24h before, 2h before, custom)

Confirmation capture

Patient responses are recorded and returned to your staff for Kareo review

Cancellation and reschedule handling

Managed by AI; results presented to staff for Kareo action

Multi-channel delivery

Text, voice call, and email—patient's choice

Frequently asked questions

When are reminders sent?

You configure reminder timing during onboarding. Common schedules are 24 hours before, 2 hours before, or both. You can also set different reminder schedules for different appointment types or providers.

How does a patient confirm their appointment?

Patients receive a text with a link or simple reply options ('1 for yes, 2 to reschedule, 3 for help'). They can also call the AI and confirm verbally. Confirmations are captured and logged for your staff to review and action in Kareo.

What happens if a patient cancels?

The cancellation is recorded by the AI and presented to your staff. You are notified, update Kareo, and can flag the slot as available for backfill or waitlist booking.

Can a patient reschedule via text?

Yes. A patient can reply 'reschedule' and the AI offers available Kareo slots. Patient selects a new time, and your staff review the change and update Kareo with the cancellation and new appointment.

Are reminders compliant with HIPAA?

Yes. All reminders are encrypted, sent over secure channels, and comply with HIPAA and state regulations. Patient consent is documented in your system.

Related reading

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