Implementation

How Kareo practices integrate MedReception AI — from EMR connection to live call handling

Kareo integration takes minimal setup. Connect your EMR, configure calling hours and on-call rules, and the AI begins answering calls within hours. This guide explains each step.

How it pays back

No training required for staff

Your team doesn't need to learn a new interface. The AI writes appointments and patient demographics to Kareo like your existing front desk does. Staff see bookings and structured intake summaries appear in your chart—no change to their workflow.

Live within hours, not weeks

MedReception connects to Kareo's published API. Most practices are live within 24 hours. Your IT team does not need to open firewall ports or build middleware.

Fully reversible if you want to go back

Call forwarding to MedReception can be disabled in minutes. All Kareo data stays in Kareo; nothing is lost. You can pause the service anytime without data migration risk.

Compliance and security are built in

All calls are HIPAA-encrypted, audit-logged, and encrypted at rest. Your compliance officer gets a full audit trail in Kareo's activity log plus call recordings and transcripts for review.

Kareo API connection secured

Encrypted, audit-logged, no passwords stored

Provider schedule synced

AI reads live availability every few minutes

On-call rules configured

Escalation, backup providers, callback queues

Live in hours, not weeks

No custom development or IT overhead

Frequently asked questions

What information do I need to provide to set up the Kareo integration?

Your Kareo login, list of providers and their specialties, on-call rotation schedule, appointment types, and any custom triage rules (e.g., 'page provider for fever >101'). We'll use this to configure the AI. Your IT team does not need to be involved.

Does MedReception store my patient data?

No. MedReception reads Kareo data in real time during calls but does not store patient charts or medical records. Call recordings and summaries are stored on HIPAA-compliant servers. All patient details stay in Kareo.

What if my Kareo schedule changes weekly?

The AI syncs Kareo every few minutes. When you update your schedule in Kareo—new provider, cancelled clinic, shifted hours—the AI sees it immediately. No manual updates needed.

Can I test the AI before switching my main number?

Yes. We assign a test phone number that routes to the AI. Your staff can call it and verify that bookings appear in Kareo correctly, intake summaries are accurate, and urgent routing works. Once you're confident, you switch your main number.

What happens if I want to customize urgency rules or appointment types?

We provide a simple admin console. You can add new rules (e.g., 'shortness of breath → page now'), adjust on-call rosters, and tweak backup protocols. Changes go live within minutes. No code or IT involvement.

Is there a contract or long-term commitment?

We offer month-to-month service with no long-term lock-in. You can cancel anytime. Most practices stay because the integration is seamless and the AI improves over time.

Related reading

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Setting Up AI Receptionist for Your Kareo Practice | Medreception AI