Patient Intake
How intake is collected by phone for Kareo practices and handed over ready, so nothing is gathered at check-in.
New patients complete comprehensive intake during the appointment booking call. By the time they arrive, your Kareo system has complete history, allergies, insurance, and medications already entered.
Clinical staff spend less time at check-in entering patient information. Instead, they verify and review pre-populated Kareo forms, speeding up patient flow.
Structured AI intake ensures consistent data entry, fewer typos, and completeness. Kareo records are more accurate and useful for clinical decision-making and quality reporting.
AI explores patient symptoms and chief complaint conversationally, capturing clinically relevant context that pre-populated forms often miss. Notes are organized in Kareo for clinician review.
Automatic Kareo Field Mapping
AI intake responses populate your custom Kareo patient data fields
Conditional Intake Logic
Questions adapt based on visit type, age, and chief complaint from Kareo
Pre-Populated Records
New patient Kareo charts are complete before clinic arrival
Multi-Language Intake
Support for diverse patient populations in their preferred language
Yes. You can map AI intake questions to any field in your Kareo patient record, including custom fields. The AI will guide patients through your specific intake workflow.
Yes. The AI can use visit type, chief complaint, or patient age from Kareo to tailor intake questions. For example, routine follow-ups have shorter intake than new patient comprehensive exams.
Demographic data, insurance information, allergies, current medications, chief complaint summary, and any custom fields you've configured. All responses are recorded as chart notes for clinical review.
Yes. The AI receptionist supports multiple languages. Patient responses are recorded in their language and translated for Kareo chart notes if needed.
Intake is optional during the booking call. Patients can skip it and complete traditional check-in forms at the clinic if they prefer. Staff can still use the AI notes already in Kareo.
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