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Kareo Help Center

Release Notes April 2021

Updated: 05/21/2021
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On April 22, 2021 your Kareo account will be upgraded to the latest version.

Billing

Billing General Improvements

  • The qualifiers to identify dates related to a patient's condition or treatment have been updated. Visit the National Uniform Claim Committee (NUCC) site and reference the CMS-1500 02/12 instruction manual for more information. Available for all customers by April 28, 2021.
    • 431 - Date of Injury was updated to Onset of Current Symptoms or Illness 
    • The following qualifiers are added:
      • 471 - Prescription
      • 090 - Report Start (Assumed Care Date)
      • 091 - Report End (Relinquished Care Date)
      • 444 - First Visit or Consultation
  • When collecting a payment, Stripe activated and Stripe terminal customers can simultaneously add a card on file and email the Credit Card Authorization form to the patient. Feature available for Engage subscribers by the end of April 2021. April 30, 2021 Update: Feature availability has been moved to May 10, 2021.

Billing Resolved Issues

  • Fixed an issue where ERA files did not route to Kareo accounts
  • Fixed an issue where the patient DOB updated to 01/01/1900 when superbills/encounters were sent from a partner EHR
  • Fixed an issue where clearinghouse claim transaction lines were missing
  • Fixed an issue where Payment Notes entered in Kareo Platform did not transfer to the Desktop Application (PM)

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Clinical

Quality Measure Reports Archiving Policy

May 20, 2021 Update: The archiving policy has been canceled and will no longer be implemented.

Effective May 20, 2021, Quality Measure Reports will archive every night after business hours. The new archiving policy ensures providers are only retaining important versions of the Quality Measure Reports. All archived reports will be removed from the Queued Reports page and access to the report's patient list feature will no longer be available. If necessary, providers can search for and view a summary of the archived report.

The following Quality Measure Reports will not be archived:

  • Reports marked as submitted
  • Reports with a saved note
  • Reports with the status of Running or Waiting
  • Three of the most recent report

To ensure Quality Measure Report(s) used to attest with qpp.cms.gov is not archived, mark the report(s) as submitted before May 20, 2021. Once marked as submitted, the report(s) will remain on the Queued Reports page and allow providers to continue to view the patient list with additional details.

Mark as Submitted

After the QRDA III file is successfully uploaded using qpp.cms.gov, mark the status of the report as submitted.
  1. Hover over the Clinical icon and click on Quality Measures. The Quality Measures page opens.
  2. Click Open Quality Measure Report. The Queued Reports page opens in a new browser.
  3. Click the notepad icon of the submitted report. The Submission Status/Notes pop-up window opens.
  4. Click to select "Submitted".
  5. Enter applicable notes.
  6. Click Save changes when finished.
QualityMeasures_QRDA_Submitted.png

Medicare Promoting Interoperability Group Reporting

April 29, 2021 Update: Feature availability has been moved to May 20, 2021.

Practices can now generate a group Medicare Promoting Interoperability report that includes all Kareo Clinical subscribed clinicians. This allows the practice to quickly review and print the combine total score for all clinicians.

To check if the provider is reporting as an individual or group, go to qpp.cms.gov and enter the provider's individual NPI under Check Your Participation Status.

Before submitting a request, verify the following information is populated in Kareo:

Feature available by the end of April 2021.

Generate Medicare Promoting Interoperability Group Report
  1. Hover over the Clinical icon and click on Medicare Promoting Interoperability (MIPS). The Medicare Promoting Interoperability (MIPS) page opens.
  2. Click the Select Provider(s) drop-down and select two or more providers to include in the group report.
  3. Click Run Group Report. The Medicare Promoting Interoperability (MIPS) dashboard updates.
MIPS_GroupReport.png

Clinical General Improvements

  • Treatment plans now automatically save as a draft in the event the provider is logged out due to inactivity. Feature available for all customers by May 7, 2021.
  • Providers can now ePrescribe additional durable medical equipment (DME) and supplies. Review Prescribing FAQs for the full list of available DME and supplies.

Clinical Resolved Issues

  • Fixed an issue where users received an error message when attempting to access drug favorites
  • Fixed an issue where providers were unable to select the desired quantities of Promethazine oral syrup
  • Fixed an issue where providers were unable to add new hospitalizations or procedures in a clinical note

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Engage

Engage General Improvements

Engage Resolved Issues

  • Fixed an issue where the online scheduler allowed appointments to be scheduled during the provider's time off
  • Fixed an issue where patients were able to mark multiple cards as default in the credit card authorization form
  • Fixed an issue where the incorrect credit card logo displayed in the credit card authorization form
  • Fixed an issue where the incorrect card expiration displayed in the credit card authorization form
  • Fixed an issue where new credit cards saved in the patient's account when the credit card authorization form was skipped

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Platform

Platform General Improvements

  • When collecting a payment, Stripe activated and Stripe terminal customers can simultaneously add a card on file and email the Credit Card Authorization form to the patient. Feature available for Engage subscribers by the end of April 2021. April 30, 2021 Update: Feature availability has been moved to May 10, 2021.

Platform Resolved Issues

  • Fixed an issue where deactivated patients displayed in the search results when creating a new message
  • Fixed an issue where practices were unable to view patients in a custom patient groups
  • Fixed an issue where the patient group email for "All Patients" included deactivated patients
  • Fixed an issue where provider incorrectly displays as not subscribed to Kareo Telehealth
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