Operations
MedReception captures full new patient intake on the first call, creates a Kareo record with demographics and contact info, and returns structured summaries so your staff never asks the same questions twice.
When a new patient books by phone, the AI captures their full intake. Your medical assistant or clinical staff reviews the structured summary before the patient checks in. The visit can start on time, not delayed by 15 minutes of paperwork.
The AI captures insurance information on the call and returns it in your portal. Your billing team can verify coverage and send prior auth requests before the visit. No back-and-forth with the patient after the fact.
New patients don't fill out a ten-page clipboard. They've already given intake on the phone. Check-in is fast, and patients appreciate not repeating themselves.
Staff reviews the AI's structured summary—organized by section (allergies, medications, chief complaint)—and confirms or adds clinical notes. Entry is faster and more complete than transcribing a handwritten form.
New patient records created
Demographics and contact info in Kareo on call day
Intake captured once
No repeat questioning at check-in or visit
Insurance and documents handed off
Available for staff review and prior auth before visit
Structured summary for chart
Organized by clinical section, ready for staff entry
The AI captures what the patient provides and flags incomplete fields in the summary. Your billing team can reach out before the visit or at check-in to complete the data. Nothing is lost.
The AI captures insurance details as text on the call. If the patient has a photo of their card, they can upload it via the MedReception patient portal, and your staff retrieves and files it separately. This ensures compliance with your image storage and data retention policies.
The new patient record (name, DOB, phone, address) is created in Kareo. The full intake summary—symptoms, allergies, medications, medical history—is returned via the MedReception portal for your staff to review and file into Kareo's chart or intake note section as you normally do.
The AI handles detailed conversations and can ask follow-up questions to build a complete picture. Longer intakes are fine; the system logs everything and returns it in your summary. Your clinical team then reviews for completeness before the visit.
Yes. The AI can field inbound calls and capture intake via phone. For online or patient-portal-based intake, you can direct patients to a pre-visit questionnaire. Both feed into your Kareo patient record and reduce duplicate data entry.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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