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Kareo Help Center

Kareo Medical Billing Release Notes March 4, 2016

In March, your Kareo Medical Billing account was updated to include new calendar and scheduling features which will provide you with an easier, more intuitive way to manage patient scheduling, benefits eligibility, and patient payments.
To learn more please scroll down.

Appointment Scheduling

Now you can easily schedule and edit patient appointments from both the Calendar and the Agenda for more flexibility.

Clicking “+ Appointment” from the Agenda opens the new appointment scheduling window.

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Once you select or add your patient to the calendar, you will have a single screen, at-a-glance view of key patient details. This speeds up scheduling for front desk staff and helps ensures that all billing information is correct and complete.

Verify patient info at a glance includes:

  • Phone
  • Address
  • Insurance 
  • Copay 
  • Eligibility 
  • Balance
  • Patient alerts
  • Authorizations

 

You can now edit patient appointments directly from the Agenda as well as in the calendar.

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You can now edit patient appointments directly from the Agenda as well as in the calendar.

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Adding and Editing Patient Information

Now you can easily add or edit patient information from both the Calendar and the Agenda. 

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Insurance case management 
You can also now add multiple insurance cases to ensure there are never insurance mismatches.

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When you add a new insurance you can check eligibility right from the screen view.

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Authorizations
You can add authorizations for tracking.

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And also see and manage all historical authorizations.

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Eligibility

You now have an “at-a-glance” view of eligibility status from the Agenda,

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as well as the Calendar. 

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You can run eligibility checks in a batch for a selected day in both the Agenda and the Calendar view.

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Eligibility checks are now automated upon change in appointment status (i.e.,marked as arrived, ready, or roomed). Automated checks will only occur if eligibility has not been run in the past 24 hours.

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Daily Worksheets

You can now print the Daily Agenda from both the Calendar and the Agenda views.

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Check-ins

Additional features have been added to ensure smooth and clean patient check-ins.

Eligibility checks are now automated upon change in appointment status (i.e.,marked as arrived, ready, or roomed). Automated checks will only occur if eligibility has not been run in the past 24 hours. This helps streamline the billing process.

You can change the appointment status directly from appointment in the Calendar as well as from the Agenda.

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Patient balances are displayed so you can easily collect patient due amounts at the time of service. The amount is totaled so you can let patients know both copays as well as any past due balances.

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Patient Financials

There is a new main menu item titled, “Account.” In the new Account tab, you can manage patient financial details, including Insurances, credit cards and transaction history.

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Check-outs

You can now easily and quickly schedule follow-up appointments at Check-out. Clicking the “Schedule Follow-Up” button auto-fills the appointment with patient details.

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Security Policy

Kareo’s default password requirement has been updated to the following minimum requirements:

  • Minimum of 8 characters
  • Must be alphanumeric
  • Must have mix of upper and lower case characters
  • Must have at least 1 special character (!@#$%)

You can now customize your practice’s security policy to manage password requirements.

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Other Fixes

Bugs have been resolved for individual accounts and have been reported to those users.

Give Your Feedback
At Kareo, we continue working hard to make medical billing easy for you. Customer feedback drives our service and ensures we build the features that matter most to you, so your input is critical to us. Please submit your suggestions, challenges and ideas for our next release here — Give Feedback.