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Kareo Help Center

Navigate Clinical Recommendations

Updated: 10/05/2022
Views: 1514

The clinical recommendations is provided by the Agency for Healthcare Research and Quality (AHRQ) and retrieves up-to-date recommendations from the US Preventative Services Task Force (USPSTF) database for the effectiveness of a broad range of clinical preventative services, including screening, counseling and preventative medications.

Each recommendation is based on a review of the patient's record that includes age, gender, pregnancy status, tobacco use status, and sexual activity status. The recommendation is linked to a letter grade that reflects the magnitude of net benefit and the strength of the evidence supporting the provision of the specific preventative service. The AHRQ recommendations identified in Kareo are those graded as:

  • A: High certainty that the net benefit is substantial.
  • B: High certainty that the net benefit is moderate or there is moderate certainty that the net benefit is moderate to substantial.

The recommendations made by the USPSTF are intended for use in primary care settings. The USPSTF realizes clinical decision-making with patients involves more complex considerations than the evidence alone. It is important that clinicians understand the evidence, but also that the decision-making be tailored to the specific patient and situation. The Clinical Considerations tab of each USPSTF Recommendation Statement offers information to be used by clinicians as they put the recommendations into practice with individual patients.

Note: The USPSTF Recommendation must be turned on to display on the patient's face sheet.

Access Clinical Recommendations

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click a recommendation. The Clinical Recommendations pop-up window opens.
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Navigate Clinical Recommendations

  1. Review the Grade and Specific Recommendation.
  2. Review Support Tabs:
    • General: Contains the frequency of service and risk factor information.
    • Clinical Considerations: Contains the facts or ideas taken into account surrounding the recommendation.
    • Rationale: Contains the reasons or logical basis for the recommendation.
  3. Dismiss For: Select the duration (3 months, 6 months, or 12 months) to dismiss the recommendation from the patient's facesheet.
    • To remove the selected duration, click Undo.
      Note: The option to undo is only available prior to closing the Clinical Recommendations pop-up window .
  4. Click the arrows to navigate to the previous or next recommendations for the patient.
  5. Click Done to close the Clinical Recommendations pop-up window and if applicable, to save the selected dismissal duration.
    • Dismissed recommendations are removed from the patient's facesheet for the duration selected.
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