Setup
Step-by-step guide to connecting MedReception AI with Kareo, including credentials, schedule configuration, and staff training.
Setup takes 1-2 hours. Your Kareo data is ready on day one, and the AI goes live during off-hours so no scheduled calls are disrupted.
You define chief complaint fields, allergy checks, and routing rules that match your clinical protocols and Kareo setup—custom-built per client, not a one-size-fits-all template.
The AI syncs your Kareo schedule every night, so provider additions, time-off requests, and on-call rotations are live without manual updates.
MedReception provides guidance on call handling, chart review, and Kareo filing so your team is confident from day one.
Credentials are encrypted and stored securely; your Kareo login credentials are never shared or stored by MedReception.
Daily schedule sync
Provider availability and on-call rotation refresh automatically overnight
Customizable fields
Tailor intake questions and routing rules to your specialty and workflow
No Kareo disruption
AI integration runs alongside Kareo without affecting your existing operations
Secure credential handling
Encrypted API authentication with no access to practice login information
No. You can route your existing phone number (or a dedicated after-hours line) to the AI. Callers dial your current number and reach the AI when your staff is unavailable.
You need administrator or API access to connect the integration. MedReception provides a step-by-step guide, and Kareo support can help verify permissions if needed.
The AI syncs your full schedule once per day (overnight) and checks on-call status at the start of each call. If you manually update provider availability in Kareo mid-day, the AI will see it on the next call.
Yes. We recommend a pilot phase where you route one provider's after-hours line to the AI for 1-2 weeks. Once your team is confident, roll it out to all phone numbers.
MedReception provides onboarding support, including troubleshooting and Kareo API validation. If the integration fails, your phone system reverts to your previous setup—no patient impact.
No. The AI has read access to schedule and patient records, and write-only access to appointments, new patient creation, and patient demographics (name, DOB, phone). Clinical notes, lab results, and billing are captured as structured, EMR-pasteable summaries for your staff to review and file—the AI does not write clinical content directly to Kareo.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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