Kareo Workflow
Kareo practices lose calls to voicemail, auto-attendants, and transfer delays. An AI receptionist answers every call and books directly into Kareo, eliminating lost revenue.
By MedReception AI, physician-built by Paul Toomey, MDPublished
The AI answers immediately during business hours and after-hours. Patients hear a real voice, not a machine. Appointment bookings happen live.
No manual transfer from notepad to Kareo. The AI books the slot, writes it to the EMR, and your staff sees the new appointment in real time.
The AI collects name, DOB, and phone during the call. These details are written to Kareo immediately. Clinical history, allergies, medications, and symptoms are captured as a structured, EMR-pasteable summary for your staff to review and file—so you maintain full control over the patient record.
Phones answered, intake collected, appointments booked—by the AI. Your team focuses on patient relationships, not call queues.
Chest pain, allergic reaction, severe symptoms—the AI recognizes urgency and routes to your on-call provider or nearest ER immediately.
Every call answered
Day or night, no voicemail dead ends
Appointments written to Kareo in real time
Live sync with your schedule
New patient demographics synced; clinical summary for review
Name, DOB, phone written to Kareo; history captured as structured summary
Urgent calls escalated
Routed to on-call or nearest ER based on symptoms
HIPAA compliant (verified by Compliancy Group)
Encrypted, audited, role-based staff access
Front desks field heavy call volume. Many practices struggle to answer every call during peak hours, and after-hours calls typically go to voicemail or an IVR. When callers don't reach someone, they often call a competitor instead.
There are no missed calls. The AI answers every inbound call. During business hours, it handles booking, intake, and routing. After-hours, it continues answering and can place callers on a callback list or route urgent cases.
Yes. The AI is trained in medical terminology, symptom keywords, and triage protocols. It recognizes chest pain, difficulty breathing, severe allergic reactions, and other red flags and routes them immediately to your on-call provider.
Your staff no longer spend time answering calls, gathering patient info, manually entering demographics, or searching for available slots. The AI does all of that. Staff receive structured summaries and confirmed appointments—ready to action.
Yes. Many practices deploy the AI during peak hours (10 a.m.–2 p.m., 4–6 p.m.) to handle overflow. Others run it full-time. You decide when it answers.
Problem
The cost of missed calls
Understand the financial impact of unanswered inbound calls on your practice.
Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
Next step
Kareo call handling
How the receptionist works alongside Kareo.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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