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Kareo Help Center

Release Notes September 2020

Updated: 09/14/2020
Views: 93

On September 14, 2020, your Kareo account will be upgraded to the latest version.

Platform

 

Kareo Telehealth

Kareo Telehealth is the next generation HIPAA compliant video visit solution from Kareo. It provides an integrated experience with the Kareo platform. Telehealth appointments can be conducted on a computer or mobile device with up to four participants. This allows providers the flexibility to host multiple patients or providers in one visit room.

Purchase Kareo Telehealth

Purchase Kareo Telehealth for providers in the practice. Start scheduling telehealth visit as soon as the purchase is completed.

  1. Hover over the User icon and click on Solution Center. The Solution Center opens.
  2. Click Buy Now on the Kareo Telehealth card. The Providers page opens.
    • To view additional details about the module, click Learn More.
  3. Click Continue to proceed. The Confirmation page opens.
    • If necessary, click to clear the checkbox to remove a provider from the module purchase.
  4. Review the provider names included in the module purchase.
  5. Click to select and agree to the Terms of Service.
  6. Click Confirm to purchase the module. The Solution Center reopens with a green confirmation message.
KTH_SolutionCenter.png
Add Kareo Telehealth for Additional Provider(s)

Once Kareo Telehealth is purchased, System Administrators can add Telehealth for additional providers through the provider's user account.

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens
  2. Click User Settings. The User Settings page opens.
  3. Click Edit next to provider's name. The Edit Provider page opens.
  4. Click to select "Telehealth" for the provider.
  5. Click Save Provider. The Confirm Adding Provider License pop-up window opens.
  6. Click to select and agree to the Terms of Service and authorize the addition to the practice's invoice.
  7. Click Submit. The provider now has Kareo Telehealth activated.
KTH_EditProvider.png
Schedule Telehealth Appointment
  1. Create a New Patient Appointment and populate the relevant appointment details.
  2. Select "Telehealth" as the appointment mode.
  3. Click Save Appointment when finished.

The provider joins the telehealth visit at the time of the scheduled appointment from the Dashboard.

KTH_ApptNew.png
Patient Experience

The patient receives telehealth appointment reminders based on the provider's patient communication cadence with access to the telehealth visit room. They can join the appointment with any mobile, laptop, or desktop device with an internet connected browser, camera, and microphone access.

  1. At the time of the appointment, the patient taps Start Appointment. The Verification page opens in a new browser window.
  2. The patient enters their Date of Birth and taps Verify. The Request Permissions page opens.
  3. The patient follows the prompts to activate their camera and microphone. The visit room launches to wait or join the provider.
KTH_PatientExperience.png
Provider Experience
  1. On the Dashboard, click Join on the Scheduled telehealth appointment. The video appointment opens in a new browser window.
  2. The provider follows the prompts to activate their camera and microphone. The telehealth visit room launches to wait for or join participants.
Telehealth_Visit_MaxScreenshare_PopOut_NewFlat.png

Updated Appointment Communication

Patients now receives communication when their appointment provider, date/time, service location, or appointment mode is updated. This helps the practice reduce patient no-shows and avoid any scheduling conflicts.

In order for a patient to receive this communication:

  • The provider must have Patient Communication activated with Email and Text Messages enabled.
  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • Messages are sent to email and mobile phone data entered on the Profile tab of the patient's Demographics page.

Note: Feature is not available for group appointments.

The appointment confirmation message card now has the option to preview the text or email that automatically sends to the patient. ApptModCard.png
A banner displays on the Edit Appointment page to alert users of the communication change. ApptModeBanner.png
Email sent to the patient. ApptModeEmail.png

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Billing

Kareo Telehealth

Kareo Telehealth is the next generation HIPAA compliant video visit solution from Kareo. It provides an integrated experience with the Kareo platform. Telehealth appointments can be conducted on a computer or mobile device with up to four participants. This allows providers the flexibility to host multiple patients or providers in one visit room.

Purchase Kareo Telehealth

Purchase Kareo Telehealth for providers in the practice. Start scheduling telehealth visit as soon as the purchase is completed.

  1. On the left side of the Desktop Application (PM) dashboard, click Solution Center in the Navigation pane. The Solution Center window opens.
  2. Click Learn More to view additional details. The Module Details page opens.
  3. Click Buy Now and follow the steps to purchase Kareo Telehealth.
Desktop_SolutionCenter_KTH.png
Add Kareo Telehealth for Additional Provider(s)

Once Kareo Telehealth is purchased, System Administrators can add Telehealth for additional providers through the provider's user account.

  1. Click Settings > Web User Roles. The User Settings window opens.
    Note: For accounts created after May 9, 2016, click Settings > User Accounts.
  2. Click Edit next to provider's name. The Edit Provider window opens.
  3. Click to select "Telehealth" for the provider.
  4. Click Save Provider. The Confirm Adding Provider License pop-up window opens.
  5. Click to select and agree with Kareo's Terms of Service and authorize the addition to the practice's invoice.
  6. Click Submit. The provider now has Kareo Telehealth activated.
Desktop_EditProvider_KTH.png

Encounter Mode

A telehealth visit can now be indicated in the encounter so billers can further handle reporting and/or claims billing accordingly.
Note: The Encounter Mode feature is available for Kareo Telehealth subscribers but coming soon for all customers.

When creating a new encounter, click to select Telehealth in the Encounter Mode drop-down menu under the Provider section.

Note: The Encounter Mode auto-populates in Draft Encounters created when sending a Superbill or Charge Capture.
Desktop_NewEncounter_EncounterMode.png
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