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Kareo Help Center

Release Notes October 2022

Updated: 10/13/2022
Views: 738

On October 20, 2022, your Kareo account will be upgraded to the latest version.

Billing

Billing General Improvements

  • Kareo was updated with the new ICD-10 code set released by CMS, effective October 1, 2022. Visit the CMS website for more information about 2023 ICD-10-CM updates.
  • System Administrators can search for users by the user's name/email in Web User Roles. Additionally, pagination to display up to 10 users per page has been added to increase performance.
  • For customers with high claim volumes, A/R Aging reports now have pagination that displays 1000 records per page to increase performance.

Billing Resolved Issues

  • Fixed an issue where the date range selector was not consistently working under the Patient record Account tab activity display

 


Clinical

Clinical General Improvements

  • Kareo was updated with the new ICD-10 code set released by CMS, effective October 1, 2022. Visit the CMS website for more information about 2023 ICD-10-CM updates.
  • Providers can now create notes using a Consultation or Discharge Summary standard note type.

 


Platform

Send Text to Patient from Location

The Message Center enable users to easily communicate with patients through email or text. In addition to sending a text message from a provider, messages can now be texted directly to patients from a practice location. When a patient replies, the message populates in the new Location Inbox in the Message Center. Review the Enhanced Message Center to learn more.

Send Text to Patient
  1. Access the Message Center.
  2. Click New Message. The New Message pop-up window opens.
  3. Click to select "Patient".
  4. Click to select send message by "Text".
  5. Click Next. The New Text to Patient pop-up window opens.
MessageCenter_TextfromLocation.png
  1. Enter the first 2–3 letters of the patient's name and click to select the patient from the auto-populated results. If necessary, add additional patients.
  2. Select "Location".
  3. Select a Location from the drop-down menu.
  4. Enter a message in the Body field.
    Note: Do not include PHI as this method is non-secure. To include sensitive information, please use Patient Portal.
  5. Click Send Text Message. The message is sent to the patient(s) and they can reply to the practice via text message.
MessageCenter_SendTextfomLocation.png
Patient Experience: Text Message from Location

The patient receives a text message from the practice and they can reply to the practice via text message. Patient replies populates in the new Location Inbox folder in the Message Center. Review the Enhanced Message Center to learn more.
PatientExperience_TextfomLocation.png

Enhanced Message Center

The Message Center has been updated to a redesigned, focused folder structure. The new Patients folder allow users to view messages from patients sent directly to them. The new Location Inbox folder allow users to view front-office message between patients and a practice location. Optionally, the updated Message Settings allow providers and clinical assistants to opt-out of viewing replies to reminders from their patients.

New Folder Structure
  1. My Inbox:
    • Patients: Messages sent from the patient responding directly to the user via emails, text, or Patient Portal
    • Staff: Messages sent between the practice's staff members
  2. Location Inbox: Messages between patients and a practice location
MessageCenter_Inbox.png
New Location Inbox

By default, users with an Office Staff role can review all emails and text messages between a patient and practice location. Additionally, providers can view all messages between their patients and the practice location. If applicable, providers and clinical assistants can opt-out of viewing replies to reminders from their patients.
  1. Access the Message Center.
  2. Click Location Inbox. The inbox opens.
  3. Navigate Location Inbox:
    1. Filters: Use filters to view specific types of messages or for a specific location
      • Status: View All or Unread
      • Message Type: View All, Email, or Text
      • Location: View All or select a specific location
    2. Message: Click on a message to read more and reply.
      • Newest message displays at the bottom of the conversation thread and as the message preview.
      • If necessary, enter a reply to the message and click Send.
MessageCenter_LocationInbox.png
New Message Settings

Providers and clinical assistants can opt-out of viewing replies to reminders from their patients.
  1. Access the Message Center.
  2. Click Settings. The Messages Settings pop-up window opens.
  3. Reminder Replies: Click to clear this option to opt-out of viewing patient's replies to reminders.
    Note:
    • Option availability is based on assigned user roles.
    • By default, Office Staff users can view replies. To disable replies and all other front office messages, contact the practice's System Administrator to remove "Office Staff" from the user's permission.
  4. Click Save when finished.
MessageCenter_Settings.png

Platform General Improvements

  • System Administrators can search for users by the user's name/email in User Settings. Additionally, pagination to display up to 10 users per page has been added to increase performance.
  • The new charge capture experience is now available from a group appointment.

Platform Resolved Issues

  • Fixed an issue where tentative appointments displayed an incorrect list of visit reasons
  • Fixed an issue where the patient's date of birth shows one day ahead on the Facesheet
  • Fixed an issue where users received an error or latency when attempting to access the dashboard
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