Data Capture
AI receptionist gathers new patient information on the phone. Demographics write to Kareo; medical history and symptoms return as a structured summary your team reviews and files to the chart.
Name, date of birth, phone, and address are captured on the call and written directly to a new Kareo record. Staff can then add insurance and clinical details.
AI captures chief complaint, medical history, allergies, and medications as a structured summary. Your clinical team reviews, edits, and approves before filing to the chart.
Patient can share insurance details and photo ID during the call. Secure structured data is delivered to your team for verification and entry.
Complete intake happens during the first call. New patients do not receive a second 'we still need information' call before their appointment.
Intake is structured and mostly complete; staff paste and refine rather than transcribe. Clinical team focuses on review, not transcription.
New patient demographics written to Kareo
Name, DOB, phone, address — on first call
Intake summary returned as structured data
Ready for staff review before chart entry
Insurance and ID captured securely
Handed to staff for verification
Complete first-call intake
No second call to gather information
The AI gathers demographics (name, DOB, phone, address, emergency contact), chief complaint, relevant medical history, current medications, allergies, and insurance information.
Demographics (name, DOB, phone, address) are written directly to a new Kareo patient record. Medical history and intake summaries are returned as a structured summary for your staff to review and file to the chart.
The AI respects patient choice. Sensitive information can be collected during the first appointment. Staff will note what was deferred in the intake summary.
The AI returns the intake as a structured summary in plain text. Your clinical team reads it, adds any clinical notes, edits if needed, and then files it to the patient record in Kareo.
Yes. All patient information captured during the call is encrypted in transit and at rest. The system is designed to meet HIPAA requirements for patient data handling.
Yes, depending on your configuration. Contact MedReception to set up language support for your patient population.
Feature
Patient intake
Structured intake capture on inbound calls, ready for your staff to review and file.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
Next step
Kareo call handling
How the receptionist works alongside Kareo.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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