Data Capture

AI captures patient intake on inbound calls; structured summaries ready for your team to review and file

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.

How it pays back

New patient records created in Kareo with demographics auto-populated

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.

Intake summary is ready for staff review before filing

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.

Insurance and ID information handed to staff securely

Patient can share insurance details and photo ID during the call. Secure structured data is delivered to your team for verification and entry.

Reduced phone tag and follow-up calls

Complete intake happens during the first call. New patients do not receive a second 'we still need information' call before their appointment.

Staff spend less time on data entry

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

Frequently asked questions

What patient information does the AI capture on the call?

The AI gathers demographics (name, DOB, phone, address, emergency contact), chief complaint, relevant medical history, current medications, allergies, and insurance information.

How does the data get into Kareo?

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.

What if the patient does not want to provide certain information on the phone?

The AI respects patient choice. Sensitive information can be collected during the first appointment. Staff will note what was deferred in the intake summary.

How does staff review and approve the intake before it goes to the chart?

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.

Is patient intake data encrypted and HIPAA-compliant?

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.

Can the AI handle intake in multiple languages?

Yes, depending on your configuration. Contact MedReception to set up language support for your patient population.

Related reading

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Kareo Patient Intake With AI — Structured Data for Your Team | Medreception AI