Operations
MedReception answers calls, qualifies appointment requests, and books appointments to Kareo automatically. Insurance information, ID, medical history, allergies, medications, and symptoms are captured on the call and returned as a structured, EMR-pasteable summary for staff to review and file—allowing your staff to focus on in-room care and clinical support.
Eliminate constant call interruptions, transfer between lines, and voicemail tagging. Staff can focus on check-in, scheduling follow-ups, and clinical coordination.
New patients complete intake on the call. Information is captured and returned as a structured summary for staff to review and file into Kareo—no paper forms, no duplicate questions, no manual data entry.
Callers book into available Kareo slots on the phone. Staff open the schedule and see the appointment ready—no confirmation calls, no manual scheduling.
By the time a call reaches a staff member or provider, it's already been screened for urgency and chief complaint. Staff spend minutes on high-value conversations instead of hours on routine questions.
Appointments booked to Kareo
Routine requests processed and entered into the schedule without staff intervention
New patient data captured
Demographics, insurance, and intake information returned as a structured summary for staff to review and file
Urgent calls escalated
High-acuity cases routed to provider; routine calls logged for staff follow-up
No. Staff remain central to patient care. The AI handles repetitive intake and appointment booking, freeing staff to provide personal attention to patients checking in, asking clinical questions, and handling complex requests.
Yes. Urgent calls are escalated to your on-call provider or external line by the AI. Staff are not interrupted by calls unless they choose to monitor the escalation queue.
The AI can offer that option. If the caller insists, the call is transferred to an available staff member. Most callers complete their request with the AI and do not require escalation.
All calls are logged in MedReception. Structured summaries and call records are available in the MedReception portal for staff review. Appointment bookings appear in Kareo.
Minimal. Staff do not operate the AI receptionist—they simply monitor the call log, review Kareo bookings, and handle escalations. A one-page workflow guide covers the basics.
Yes. You can configure the AI to answer all calls, or only after-hours and lunch breaks. You can also set rules for how calls are escalated to staff based on queue depth or caller request.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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