AI Phone Agent for Kareo: Book Patient Appointments, Reduce Practice Load – Automatically.
No missed patient call: the AI agent books appointments, intakes new patients, and verifies insurance information – directly in Kareo, around the clock.
The Phone Problem in Medical Practices
Without AI Agent
Patients reach voicemail – no timely appointment scheduling.
Appointments logged manually – practice staff overloaded.
Insurance data verified manually – time-consuming.
Emergencies are recognized too late.
With OverStartup AI Agent
AI answers instantly – also evenings and weekends.
Appointment automatically entered in Kareo.
Insurance status verified via API.
Emergency immediately routed to doctor.
What the AI Agent Does for Kareo
Every Patient Call Handled Instantly – Including Insurance Check
The AI agent handles calls naturally, verifies insurance, and books appointments directly in Kareo.
Directly in Kareo: Appointments, Patients, Insurance
The agent uses the Kareo API for all actions – reading and writing in real time.
Patient & Doctor Instantly Informed
After every call, patient and doctor are automatically notified. The call is saved as a Kareo note.
Your appointment is confirmed: Tue. 10:30 AM, Dr. Keller. Please arrive 10 min early. Bring insurance card. Questions: 089 4455 6677.
NEW APPOINTMENT: Emma Lane, Tue 10:30 AM. GP visit. Symptoms: fever, sore throat. Insurance verified.
Call 10:18–10:20. Patient: Emma Lane. BlueCross member 1234567890 – verified. Issue: Fever, sore throat. Tue 10:30 AM booked with Dr. Keller.
Technical Integration
AI Agent vs. Practice Reception
| Feature | Reception | OverStartup AI |
|---|---|---|
| Availability | Mon–Fri 8am–5pm | 24/7 |
| Appointment booking | Manual | < 45 sec automatic |
| New patient | Paper form | API automatic |
| Insurance | Check manually | API instantly |
| Emergency | Voicemail | Instantly routed |
| Cost | €2,000+/month | Fixed monthly fee |
Launch AI Phone Agent for Kareo
Free demo – 30 min, live inside Kareo.
OverStartup integrates Dialo Voice – our own AI phone platform – directly into your software.
Dialo Voice is our next-generation AI phone assistant platform: 30+ languages, sub-600ms response time, 250+ integrations, GDPR-compliant on EU servers. OverStartup configures and connects Dialo Voice to your business software – zero technical effort on your part.
Our AI Phone Agents for Other Platforms
OverStartup connects AI phone agents to leading business software – 24/7 call handling, automated actions, no receptionist needed.