Appointment Management

Kareo practices: send AI appointment reminders and capture cancellations before they hurt revenue

Kareo practices miss revenue when patients no-show or cancel last-minute. MedReception sends live reminders, books cancellations into open slots, and syncs appointment changes back to Kareo.

How it pays back

Fewer empty chairs and lost appointment slots

When a patient cancels during the AI reminder call, the system immediately fills that slot from your waitlist. Kareo shows the cancellation and new booking instantly.

Live reminder beats text or email

Voice confirmation has higher recall than a text. Patients who hear a friendly reminder and confirm are more likely to show up than those who skip a text notification.

Cancelation reasons fed into your operations

The AI asks why a patient cancels (traffic, illness, cost, reschedule). Over time, you spot patterns—time-of-day conflicts, transportation barriers—and can adjust scheduling or outreach.

No staff time on reminder calls

Your team doesn't spend an hour a day on confirmation calls. The AI handles it all, and your staff sees results in Kareo: confirmed, rescheduled, and filled slots.

Cancellations backfilled from waitlist

Open slots filled without staff intervention

Rescheduling synced to Kareo instantly

Appointment changes reflected in calendar in real time

Cancelation reason captured

Data visible for operational analysis and improvement

Frequently asked questions

What time should reminders be sent?

You set the timing per provider or appointment type. Most practices use 24 hours before. You can also request same-day reminders for urgent or high-no-show times (e.g., early morning or Friday afternoon).

What if a patient is already on the phone with a staff member when the AI reminder tries to call?

The AI detects the busy status and retries later the same day, or skips to the next available window. You can also whitelist certain numbers to never receive reminders (e.g., staff lines, practice management offices).

Can patients reschedule to a different provider during the reminder call?

Yes. The AI can offer alternatives based on your Kareo schedule. The patient picks a new time, the AI books it, and both the cancellation and new appointment sync to Kareo.

What happens to a patient's cancellation reason?

The AI records it and stores it in MedReception. You can review cancellation trends in the dashboard—traffic, illness, cost barriers, etc.—and use insights to improve scheduling or patient support.

Can we exclude certain appointment types from reminders?

Yes. You can set reminders for new patient visits but not follow-ups, or vice versa. You control which appointment types in Kareo trigger the reminder workflow.

What if a patient wants to cancel but we have a waitlist?

The AI informs the patient that a waitlist exists and offers to place them or contact someone from the list. If the patient confirms cancellation, the AI immediately calls the first waitlist candidate to fill the slot.

Related reading

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