Implementation
Learn how to integrate MedReception AI with your Kareo system, configure call routing and appointment booking, and go live in about a week.
By MedReception AI, physician-built by Paul Toomey, MDPublished Updated
Your Kareo provider list, schedules, and patient data are read live. MedReception AI captures calls and routes them; appointment bookings and new patient demographics (name, DOB, phone) sync to Kareo. Call summaries, medical history, and clinical details are returned as structured, EMR-pasteable summaries for your staff to review and file.
Your Kareo credentials and practice rules are imported automatically. Configuration is guided. Most practices are live and handling calls within about a week of signup.
Appointments, new patients, and call summaries appear in Kareo just as they always have. No new software to learn; AI reception works alongside your existing system.
Start with after-hours calls only, add appointment booking later, or go full-featured immediately. Your practice controls the pace and risk.
Kareo integration
Live sync of providers, schedules, and patient records
Streamlined workflow
All call data, appointments, and patient info stay in Kareo
Flexible rollout options
After-hours only, appointment booking, or full automation—your pace
Your Kareo account credentials (username and password or API key), a list of providers and their phone extensions, your appointment types, and your call routing preferences (e.g., ring tone rules, urgent keywords for your specialty).
No. Your Kareo admin or practice manager can authorize the connection from the Kareo portal. No firewalls, VPNs, or server changes needed. It's a cloud-to-cloud connection.
The AI can be configured to recognize and use custom fields, appointment types, and provider attributes in Kareo. Your implementation specialist will map these during setup.
Yes. You can configure a test environment using a sandbox Kareo account or test a limited set of appointment types before full rollout.
The AI operates independently but syncs data to Kareo when available. If Kareo is temporarily unavailable, calls are still answered and queued; data is synced as soon as Kareo is back online.
Most practices are live about a week after signup. That includes initial setup, configuration, testing, and staff training. The Kareo connection and your phone number are usually ready in 1 to 3 days, and registering your number for patient texting takes about 5 business days.
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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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