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Kareo Help Center

Release Notes October 2021

Updated: 10/20/2021
Views: 973

On October 21, 2021, your Kareo account will be upgraded to the latest version.

Billing

Note: There are no software updates that require installation for the Desktop Application (PM) in October.

Patient Statements: QR Code

QR codes are now displayed on paper statements sent through Kareo's secure patient statement mailing service. This allows patients to use a mobile device to scan the QR code and quickly access the patient portal, review their balance and make a payment.

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Billing Resolved Issues

  • Fixed an issue where users received an error message when running reports 

Clinical

Clinical General Improvements

  • The drug formulary database is now processing in real-time to provide prescribes with more accurate and reliable medication coverage from the patient's health care plan. Available by October 28, 2021.

Engage

Engage Resolved Issues

  • Fixed an issue where patient's did not receive a survey after check-out

Platform

Contextual Help

Quickly navigate to Kareo's help center from within the web application. Get the help you need based on the page you're viewing or use the search bar to find additional information.

Access Contextual Help
  1. Click the help icon. The contextual help pop-up window opens with a help article related to the current page, when available.
    • If a help article is unavailable, the Help Center home page opens.
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  1. To learn more about the feature, review the help article.
  2. To search the help center for other articles or videos, enter key words or phrases in the search bar to generate results.
  3. To open the help article in a new browser window, click Open Article.
  4. To go back to the previous page view in the contextual help window, click Back. Or click Forward to return to the last page visited.
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Platform General Improvement

Platform Resolved Issues

  • Fixed an issue where unlocked users were unable to access their account immediately
  • Fixed an issue where users experienced latency when logging into and navigating in Kareo
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