Implementation
Step-by-step guide to connecting MedReception to your Kareo practice, configuring call routing, and training your staff to work alongside the AI receptionist.
The AI connects to your Kareo API without disrupting your EHR or staff workflows. Appointments and patient demographics sync in real time while your team continues their day.
AI bookings appear in Kareo exactly as they would if your front desk typed them. Intake summaries land as a structured, pasteable note for your staff to review and file in your normal Kareo interface.
Start with after-hours calls, then expand to high-volume routine bookings. Staff see the AI working before relying on it. Confidence builds naturally.
Even a partial deployment (after-hours only, or new patient intake only) immediately reduces missed calls and after-hours voicemail burden.
1-hour API setup
Kareo connection typically configured in a single call with our integration team
No staff retraining on Kareo
AI bookings and intake summaries appear in the same Kareo interface your team already uses
Phased deployment
Start with after-hours, expand to routine calls as staff confidence grows
Your IT or office manager will need to authorize API access to Kareo. MedReception provides documentation of what data is accessed and how it's encrypted. Most practices complete this in 1–2 days.
Standard Kareo fields (patient demographics, appointments, chart notes) are supported. If you use heavily customized workflows, our integration team can adapt the AI's output format to match your practice's Kareo setup.
Yes. You can route a subset of calls (after-hours, overflow) to the AI while your front desk continues taking routine calls. This lets you measure quality and build confidence before full deployment.
The AI continues to answer calls and record all booking and intake data. Once the connection is restored, pending appointments and patient demographics sync to Kareo automatically. No data is lost.
Yes. We include virtual or on-site training for your front desk and clinical staff covering: how to review AI intake summaries, how to spot and escalate edge cases, and how to manage urgent calls. Training is tailored to your practice's needs.
Most practices are fully live in 1–2 weeks. We start with after-hours calls, monitor quality, add routine bookings, then activate urgent escalation. Your practice sets the pace based on staff comfort and call volume.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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