Kareo Integration
Practices migrating to Kareo often worry about call handling and scheduling continuity during the switch. An AI receptionist connects to your new Kareo setup immediately, so calls are answered and appointments are booked from day one.
Changing EHRs is chaotic enough. Your call handling is already handled by the AI. Patients reach you. Appointments book reliably. No staff scrambling with both new software and new phone protocols on the same day.
Your team is learning Kareo. The AI is managing inbound calls. Staff attend training without worrying that callers are going unanswered. Less stress, better focus on the EHR transition.
If you're moving from an older phone system, we keep a full audit trail of AI-handled calls, recordings, and structured summaries. Any compliance questions about call handling during the transition are answerable.
Any new patient who calls during your Kareo transition is entered into your new system by the AI. You don't have fragmented patient records split between old and new systems. Everything new goes to Kareo.
Phones go live with Kareo
Call handling connects to your new EHR on day one of your go-live
No missed calls
Every inbound call answered during and after your EHR transition
New patient bookings go to Kareo
All calls during your transition are handled by AI, booked to new calendar
Audit trail preserved
Complete call logs and structured summaries available for compliance
Once you schedule your Kareo go-live date, we connect the AI to your new Kareo environment a few days before launch. We test all integrations (calendar sync, patient record lookup, urgent escalation) with your team. By go-live morning, everything is live and ready.
The AI still answers them. If the caller is an existing patient, the AI looks up their record in your old system to confirm they're a patient. For new callers, records are created in your new Kareo account. Existing patient history stays in your old system during the transition; your team manages the handoff.
Minimal. We pull your provider roster, clinic locations, specialty routing, and availability directly from your Kareo account. You just make sure your Kareo calendar is accurate before go-live. The AI learns the rest.
Yes. If there's an issue, you can failover to a phone tree or traditional voicemail in minutes. But in most cases, the AI becomes your most stable piece of the transition—it's not dependent on your internal Kareo setup working perfectly. It handles calls regardless.
The AI can integrate with your old system during the transition window to look up existing patients. Once you're fully on Kareo, the AI stops reading the old system and works exclusively with Kareo. This minimizes data conflicts.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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