RevSquared + Kareo (Tebra).
Connect RevSquared to Kareo (now Tebra) through Zapier to automatically route call data from your AI medical receptionist into your practice management and billing workflow. No more sticky notes, no more forgotten callbacks, no more patients lost to busy signals.
How RevSquared Works With Kareo (Tebra).
Connect RevSquared 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.
What This Integration Does.
Every feature built to keep your business running without you on the phone.
Route patient call data into Kareo patient records
Build a Zap to route patient call data from RevSquared into Kareo patient records.
Log call summaries with billing and insurance details
Set up an automation to log call summaries with billing and insurance details captured on calls.
Forward appointment requests with patient demographics
Build a Zap to forward appointment requests with patient demographics to your scheduling team.
Alert staff about prescription refill requests
Set up an automation to alert staff about prescription refill requests from patient calls.
Categorize and route calls by visit type
Build a Zap to categorize and route calls by visit type — new patient, follow-up, urgent care.
Track referral call data for your referral coordinator
Set up an automation to track referral call data and route to your referral coordinator.
Getting Started.
You'll be connected in minutes, not days.
Connect your RevSquared 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.
Businesses like yours are already using this integration.
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.
Everything you need to know about this integration.
Does RevSquared work with both Kareo and Tebra platforms?
+
Can the AI medical receptionist handle HIPAA-sensitive calls?
+
What types of medical practices benefit most from this integration?
+
Related Integrations.
Ready to Connect RevSquared + Kareo (Tebra)?
Build a custom AI phone agent in under 5 minutes. No credit card required.