Kareo Triage
When a caller mentions chest pain, severe allergic reaction, or other urgent symptoms, the AI instantly escalates to your on-call provider with the patient's Kareo record, call reason, and vital flags. The encounter is logged for your chart.
No hold time, no triage queue. Chest pain or severe symptoms trigger immediate escalation with full patient context. Your on-call provider sees the patient record instantly.
When escalated, the clinician receives patient allergies, current medications, medical history, and the specific symptom or concern that triggered the escalation. No need to ask for baseline information.
The AI separates true emergencies from routine requests. Your clinician gets only urgent cases; appointment requests and refills are queued for morning staff.
Every escalation is logged in Kareo with reason, timestamp, and call duration. You have a complete record of who called, what symptom triggered escalation, and when the clinician took the call.
Urgent calls escalated immediately
Red-flag symptoms detected; on-call clinician receives call and Kareo context simultaneously
Patient context provided to clinician
Allergies, medications, medical history, and escalation reason delivered on transfer
Escalation logged in Kareo
Encounter tracked with timestamp, reason, and on-call clinician assigned for documentation
Routine calls queued for day shift
Non-urgent calls logged and held for morning triage, reducing clinician nighttime burden
The AI listens for specific red-flag keywords and phrases: chest pain, difficulty breathing, severe bleeding, allergic reaction, loss of consciousness, trauma, poisoning, overdose. If detected, it escalates immediately.
The AI asks clarifying questions to determine severity and location. Chest pain or abdominal pain with severe symptoms triggers escalation; moderate pain in other areas may be queued for morning callback unless the patient insists on immediate help.
Yes. The AI sends the transfer with patient name, phone, allergies, current medications, and the escalation reason. Your clinician can pull the full Kareo chart during the call.
Your practice sets the escalation protocol during setup. Common options: page the on-call provider, escalate to a backup clinician, or route to an urgent care or emergency line.
Yes. Every escalation is logged with the patient name, phone, reason for escalation, timestamp, and which clinician took the call. This creates a complete audit trail for your records.
Workflow
Call routing and triage
How the AI prioritizes urgent calls and routes them to the right clinician.
EMR Integration
AI receptionist for Kareo
Kareo integration, escalation protocols, and urgent call logging.
Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
