What your Kareo practice needs to do before the AI receptionist starts taking calls—and why each step matters

The AI requires read access to your schedule, provider list, and patient database; and write access to appointments and new patient demographics (name, DOB, phone number). Clinical data—medical history, allergies, medications, symptoms, chief complaint—is captured on the call and returned as a structured, EMR-pasteable summary for your team to review and file.

Typically 1–2 business days. We provide the API credentials and scopes; your Kareo admin confirms and enables them. Once live, test calls verify connectivity before production traffic begins.

The AI reads your Kareo schedule as-is. If schedules are incomplete, the AI cannot book appointments for times that don't exist in Kareo. We recommend auditing and updating your Kareo schedule before go-live to ensure accurate availability.

Yes. We provide a sandbox environment and test routing with a small batch of non-production calls first. Your team can review captured data, test transfers, and validate urgency routing before enabling full production traffic.

If Kareo is unavailable, the AI routes calls to your staff or voicemail queue, and new bookings are held pending reconnection. Once Kareo is back online, pending bookings are processed and your team is notified of any calls that occurred during the outage.

Minimal changes. You define call routing rules and urgency protocols, confirm provider schedules, and train your team on reviewing AI-captured summaries. Your existing Kareo workflows for charting, billing, and follow-up remain unchanged.