Specialty Logic
Intake questions that adapt to specialty and visit type, flagging allergies and concerns early rather than at the appointment.
Patients call, answer questions conversationally, and hang up. No PDFs to email, sign, or lose. No follow-up calls to collect missing info. Kareo chart is complete and ready for the visit.
Intake questions adapt based on Kareo visit type and provider notes. A cardiology patient answers different questions than an orthopedic patient. Logic branches built into the AI.
AI asks about allergies, medications, and medical history. Critical information is flagged and routed to your team for provider review before the appointment.
Front desk no longer spends time re-asking intake questions or chasing patients for missing info. Providers open Kareo and have a complete picture before the visit.
Structured Data Collection
Every answer mapped to Kareo field names and data types
Allergies and Contraindications
Flagged and stored with alerts for provider review
Insurance Verification
AI can validate insurance details against Kareo records
Multi-Language Capable
Conduct intake in patient's preferred language
You configure intake flows in the dashboard, organized by visit type (new patient, follow-up, urgent, etc.). When a patient books an appointment in Kareo through the AI, the system selects the right intake flow automatically.
The AI can rephrase, provide examples, or route the patient to a staff member. You set a confidence threshold; if the AI is unsure of an answer, it flags it for manual review or escalation.
By default, verified intake data goes directly into Kareo. You can enable a review mode where flagged or low-confidence answers are held for a staff member to approve before writing to the chart.
Yes. The dashboard includes a form builder. You add, remove, or reorder questions, set branching logic, and assign them to visit types. Changes take effect immediately.
Feature Deep Dive
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