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Kareo Help Center

Release Notes November 2022

Updated: 11/15/2022
Views: 1077

On November 17, 2022, your Kareo account will be upgraded to the latest version.

Billing

Self-Pay Charge Capture: Add Payment and Approve Charge

When a charge capture is associated with a self-pay case, users with the appropriate permissions can apply patient payments to the charge as well as approve the charge for faster charge entry and reconciliation.

Add Payment and Approve Charge

  1. Create a new or edit an existing charge capture associated with a self-pay case.
  2. Enter the Visit & Provider Information, Diagnosis Codes, and Procedure Codes as necessary.
  3. Under the Payment Information section, click to select and add an existing patient payment to automatically apply to the charge upon approval.
    • To remove a payment from the list, click the trash icon.
  4. Once the charge is complete and does not need to be further reviewed for approval, click Approve Charge. The charge is placed under the Approved by Biller status tab of the Charges page as read-only and can no longer be edited.
    Note: The charge is also submitted to to the Desktop Application (PM), placed under the Approved encounters, and one or more claims associated with the encounter are created.
Billing_SelfPayChargeCapture.png

Billing General Improvements

  • For claims processed by the primary payer and forwarded to an additional payer, the additional payer name now displays on the electronic remittance advice (ERA).

Billing Resolved Issues

  • Fixed an issue where some customers were not able to access user account settings
  • Fixed an issue where unable to take action on Billing Tasks

 


Clinical

Clinical Resolved Issues

  • Fixed an issue where Treatment Plans did not autosave
  • Fixed an issue where providers were unable to select Intranasal as a site for an Influenza LAIV4 vaccine
  • Fixed an issue where providers were unable to retrieve a patient's medication history from Surescripts
  • Fixed an issue where inaccurate appointment details was printing a patient facesheet

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Platform

Visit Reasons: Default Procedure Codes

Practices can now configure default procedure code(s) to Visit Reasons. After visit reasons are configured, create a charge capture from the patient's appointment card or clinical note (with an appointment) to auto-populate the procedure code(s) based on the associated appointment's visit reason.

Note: Default procedure codes are not supported in Superbills.

Add Procedure Codes

Configure each visit reason with the corresponding procedure code(s) to auto-populate in a charge capture.
  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Visit Reasons. The Visit Reasons page opens.
  3. Click the more option icon and select Edit. The Visit Reason page opens
VisitReasons_Select.png
  1. Enter at least three characters of the code or name. Then, select the code from the results drop-down list. Add additional codes as necessary.
  2. Click Save when finished. Charge captures will now auto-populate the procedure code(s) based on the associated appointment's visit reason.
VisitReasons_Edit.png

Platform Resolved Issues

  • Fixed an issue where users received an error message or latency when attempting to access Kareo
  • Fixed an issue where users received an error message when attempting to access group appointments from the dashboard
  • Fixed an issue where appointments and user accounts failed to load
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