Overview
The Kareo Integration turns incoming calls and chats into actions in your existing Kareo environment. Everything happens behind the scenes so your team stays focused on patients, not data entry.

Core Benefits

• Hands-free Scheduling
  The agent books, reschedules or cancels appointments directly in Kareo the moment a patient calls or messages.
• Instant Chart Access
  On demand, pull up patient summaries, medication lists and lab results without switching screens.
• Automatic Documentation
  Every interaction is saved as a note in Kareo so audit trails stay intact and chart backlog shrinks.
• 24/7 Coverage
  Routine requests get handled after hours, cutting hold times and letting live staff focus on complex cases.
• HIPAA-Ready Security
  All data flows are encrypted, with role controls and audit logs that meet healthcare compliance.

Setup Made Easy
Our team takes care of everything. Once you give us secure access to your Kareo account, we handle configuration, testing and go-live. No dashboards to learn and no code to write.

Why It Matters
Removing manual entry cuts errors by up to 75 percent. Faster responses drop average handling times from minutes to seconds. Most practices recover their integration cost within weeks through reduced overtime and fewer no-shows.

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