VoiceAI + Kareo (Tebra)
Route AI medical receptionist call data to Kareo for seamless patient management
How VoiceAI Works with Kareo (Tebra)
Connect VoiceAI to Kareo (now Tebra) through Zapier to automatically route call data from your AI medical receptionist into your practice management and billing workflow. Whether patients call about appointments, prescription refills, billing questions, or referral requests, your AI agent captures every detail and sends structured data to Zapier for routing into Kareo.
Independent medical practices using Kareo can finally stop losing patients to missed calls and voicemail. Your AI receptionist answers every call with the same professionalism as your best front desk staff — collecting patient demographics, insurance information, reason for visit, and preferred appointment times — then packaging that data for your Zapier automation to handle.
The result is a complete call record for every patient interaction, organized and ready to flow into Kareo the way your practice needs it. No more sticky notes, no more forgotten callbacks, no more patients lost to busy signals.
How This Connection Works
After every call, your VoiceAI agent sends structured call data (caller name, phone number, email, call summary, transcript, sentiment, outcome, and more) to Zapier. You build the automation that routes this data into Kareo (Tebra) — it takes about 5 minutes to set up and runs automatically after that.
What This Integration Does
Getting Started
Connect your VoiceAI account to Zapier and configure call completion as your trigger
Map patient name, phone, email, call summary, intent, and transcript to your Zap fields
Build your Zap to push structured call data into Kareo or notify your practice staff
Every patient call handled by your AI receptionist generates organized data for your Kareo workflow
Real-World Use Cases
New Patient Appointment Pipeline
A new patient calls a family medicine practice after finding them online. The AI receptionist collects demographics, insurance provider, primary concern, and scheduling preferences. Zapier routes this data into the practice's Kareo new patient workflow, and the front desk confirms the appointment the next morning with all paperwork pre-populated.
Billing Inquiry Documentation
A patient calls about an unexpected charge on their statement. The AI agent captures the date of service, charge amount, insurance details, and specific questions. That structured data flows through Zapier so you can route it to your billing team in Kareo with full context, reducing back-and-forth phone tag.
Prescription Refill Request Routing
A patient calls requesting a medication refill. Your AI agent captures the medication name, dosage, pharmacy preference, and last fill date. Zapier sends this to your clinical team for review, and you can log the request in Kareo for the provider to approve during their next chart review session.
Frequently Asked Questions
Related Integrations
Pair Kareo (Tebra) with these tools for an even more powerful workflow.
“We switched to VoiceAI and haven't looked back. Our AI agent books more appointments than our previous receptionist — and it never calls in sick.”
— Trusted by 60+ businesses across dental, legal, real estate, and home services
Ready to connect VoiceAI
with Kareo (Tebra)?
Build a custom AI phone agent in under 5 minutes. No credit card required.
Get Started Free