Kareo Release Notes - February 6, 2007
A new version of Kareo's web-based medical billing software has been released. Below you'll find the list of new features followed by a short description of each new feature. For more information about these features, please consult the online help or user manual. For software support, email support@kareo.com or call 888-775-2736 during our normal business hours of Monday through Friday between the hours of 6:30 AM to 6:00 PM PST.
Important Customer Notifications
New Features List
New Features Descriptions
Show all documents related to a patient
Area: Patients
Prior to this release, the Documents tab located on the Patients record displayed a list
of computer files or scanned documents attached specifically to the patient record, and did not
display the documents that might have been attached to other records associated with the patient,
such as Appointment or Encounter records. Now, you can show all documents related to a patient by
checking the box that reads "Show documents attached to records associated with this patient".
This will show you a list of all documents associated with the patient, including those attached
to Appointment or Encounter records.
For more information on this feature, refer to the help topic Managing Documents > Show All
Documents Associated with a Patient in
the Online Help and User Manual.
Improve data entry and application of copays on encounters
Area: Encounters
With the January 2007 release, we introduced some changes to posting, tracking, and managing patient copays. Some of our customers found the new process a little cumbersome. In response to this feedback, we have made some changes to make it easier to post patient copays and other payments on encounters and apply those payments to new charges. To learn more about these changes, we highly recommend billing office users read the revised Kareo Feature Guide to Managing Copays.
Set up and track custom categories for payments
Area: Payments
You can now set up custom-defined payment categories, select a category for each payment entered,
and later customize reports to group payments by your custom-defined categories. To set up and manage
your categories, select the menu item Settings > Other Lists > Find Categories. Then
select one of your custom-defined categories when you are entering new payments. This will enable
you to customize various reports (e.g. Payment Summary) to group your payments by category.
For more information on this feature, refer to the help topic Setting up a Practice > Setting up
Categories in the Online Help and User Manual.
Set up user roles to classify and report on user activity
Area: Users
You can now set up user roles to classify users in your organization and report on user
activity by user role. To set up and manage your user roles, select the menu item Settings >
Security > Find User Roles to add one or more user roles. Then set the user role for
each user account by selecting the menu item Settings > Security > Find User Accounts,
opening the user account, setting the new user role, and saving the user account. It is also
important to note that you now configure dashboards by user role. Once you set up user roles,
you can filter and group various reports by user role.
For more information on this feature, refer to the help topic Setting up the Company > Setting up
User Roles in the Online Help and User Manual.
Automatically mark ERAs as reviewed once posted
Area: Payments
If you open an electronic remittance advice (ERA) report, click Post Payment, and save the
new payment, then Kareo will now automatically mark your electronic remittance advice (ERA) report as "reviewed".
For more information on this feature, refer to the help topic Posting Payments > Posting a Payment
Automatically Using an ERA in the Online Help and User Manual.
Optionally exclude patient payment amounts from claims
Area: Claims
You can now configure the paper and electronic claims for specific insurance companies to exclude any
patient payments from the Amount Paid or Balance Due fields associated with the claim. To configure
this claim setting, select the menu item Settings > Insurance > Find Insurance Company, then
open practice settings tab on the insurance company record and check the box label "Exclude patient
payments from claim amounts".
For more information on this feature, refer to the help topic Setting up a Company >
Setting up Insurance Companies in the Online Help and User Manual.
Mark providers inactive and hide from lists
Area: Providers
You can now mark providers as inactive and they will be hidden from all provider lists and other
provider selection tasks. To mark a provider inactive, select the menu item Settings > Providers,
open the provider record, uncheck the box labeled Active, and save the encounter record. This
will hide the provider from the appointment calendars, as well as, lists and selector tasks associated
with appointment, patient, and encounter records.
For more information on this feature, refer to the help topic Setting up a Practice > Setting up Providers in
the Online Help and User Manual.
Configure subscription edition and support plan for each practice
Area: Practices
You can now configure the subscription edition and support plan for each practice by selecting the menu
item Settings > Company > Find Practice, opening up the practice, selecting the subscription edition
and support plan, and saving the practice information.
For more information on this feature, refer to the help topic Setting up the Company > Managing Practices in
the Online Help and User Manual.
Remove "Days to Submit" metric from dashboard and reports
Area: Other
The Days to Submit metric has been removed from the dashboard and all key performance indicator reports.
We determined this metric was no longer relevant due to different usage patterns across our customer base.
For more information on this feature, refer to the help topic Using the Dashboard in
the Online Help and User Manual.
Other Software Issues Resolved