Workflow
New patient calls to Kareo practices are answered by AI, intake details captured on the call, and new records created in Kareo with demographics synced—no forms, no duplicate entry.
No more blank intake forms waiting for fax or scanner. The AI captures all required fields during the call. Your Kareo staff has a complete, structured summary ready for chart filing.
By the time the patient arrives or calls back, their record is live in Kareo. Provider has context. No 'patient not found' delays. No duplicate chart creation.
Your scheduling staff answers fewer intake questions. The AI handles it on the first call. Staff can focus on other patients and pre-visit tasks.
The AI documents reason for visit, symptom onset, and relevant history on the call. Your clinical staff has this context before the appointment begins, reducing chair time for triage questions.
New patient record created in Kareo
Demographics synced on first call, no manual entry
Intake summary structured for chart
Chief complaint, symptoms, history—ready for staff review
Appointment booked into Kareo schedule
Patient confirms slot before call ends
No paper intake forms
All data captured in real time, available immediately
The AI collects the patient's name, date of birth, phone number, and email during the call. MedReception then writes these demographics to Kareo as a new patient record. Your staff reviews the structured intake summary (chief complaint, symptoms, medical history, medications, allergies, insurance) returned from the call and files it into the chart.
MedReception checks your Kareo patient list before creating a new record. If the patient exists, the AI pulls up their record, confirms contact details, and books the appointment. If the record is outdated, your staff can update it from the call summary.
Yes. The AI conducts a brief structured intake: reason for visit, symptom timeline, relevant medical history, current medications, allergies, and insurance. All responses are captured and returned as a summary for your Kareo chart.
Yes. MedReception is configured to your practice's intake protocol. If you want questions about family history, recent surgeries, or specific symptoms, the AI can ask them. You control the intake template.
Absolutely. The AI recognizes established patients calling in, pulls their Kareo record, and updates contact details if needed. New intake is optional for returning patients; the AI can book a follow-up visit immediately.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
