Implementation

Step-by-Step Kareo Integration: Appointments, Patients, and On-Call Routing

MedReception AI works alongside Kareo to handle inbound calls, capture new patient and appointment details, and route urgent escalations. Here's how to set up, configure, and deploy AI calling at your practice.

How it pays back

No manual data migration or duplicate entry

The API connection reads your Kareo calendar in real time. New patient details and appointment bookings are captured during the call and returned as a structured summary for staff to review and file into Kareo. No CSV import, no manual sync, and no risk of data loss or conflicts.

Your Kareo configuration stays unchanged

MedReception AI respects your existing visit types, provider assignments, location rules, and availability windows. You don't rebuild your Kareo setup; you just turn on the AI and it works.

Staff adoption is immediate

Front-desk staff don't learn new software; they just stop answering routine calls. Clinicians see intake summaries in the same format and location they expect. Adoption friction is minimal.

Pilot before going all-in

Start with after-hours calls or a specific phone line. Monitor quality and accuracy. Once confident, expand to all hours or add to your main line. Zero risk rollout.

API integration with Kareo

Real-time sync of appointment availability and provider schedules

Appointment types and provider rules respected

AI learns your Kareo calendar configuration and applies the same logic

Custom intake and urgency rules configured

Define which questions the AI asks and which symptoms trigger escalation

Pilot and rollout support included

MedReception team guides testing, validation, and full deployment

Frequently asked questions

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

You'll provide your Kareo practice ID, API credentials, and details about which providers, locations, and appointment types should be available to the AI. Our team handles the technical configuration; you don't need to be a developer.

How long does the integration take?

The API connection and basic configuration typically take 1–3 weeks. We handle the technical setup; you define your intake questions and routing rules. Testing and go-live can happen within days after configuration is complete.

Can we test the AI before going live with all calls?

Yes. We recommend a pilot phase using a dedicated phone line or after-hours coverage. You can monitor call quality, accuracy, and customer satisfaction before expanding to peak hours or all inbound calls.

What happens if our Kareo schedule changes mid-week?

The AI queries Kareo's live calendar for every call. If you add a provider, close a slot, or change hours, the AI reflects those changes immediately. No manual updates needed on the MedReception side.

Do we need to train staff to use MedReception AI with Kareo?

Minimal training. Staff don't use new software; they just receive fewer phone calls and see structured intake summaries. We provide documentation and a brief onboarding call. Most staff are comfortable within a day.

Can we integrate MedReception AI with other Kareo add-ons or plugins?

Yes. MedReception AI integrates at the API level and respects all Kareo configurations. If you use Kareo's patient portal, custom fields, or third-party integrations, they all continue to work. The AI layers on top without conflicts.

Related reading

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How to Integrate MedReception AI With Your Kareo Practice | Medreception AI