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Kareo Help Center

Billing Release Notes


Learn about the latest features and enhancements in our Desktop Application (PM) release notes. Click on the date to view the full release note details.

Date Release Highlights
November 11, 2019 Printed on-demand patient statements includes a pay online link for customers with Patient Payments enabled.
October 24, 2019 Patient statements sent through Kareo’s third-party mailing house displays the Local Name of a procedure code.
September 19, 2019 Resolved issues.
August 22, 2019 UB-04 printed claim includes taxonomy codes and add revenue codes to procedure macros.
August 19, 2019 Desktop Application Refresh.
July 18, 2019 Resolved issues.
June 20, 2019 All customers has ability to submit a missing ERA from the desktop application.
May 23, 2019 Bug fixes.
April 18, 2019 Removed Enrollments menu from Settings.
March 21, 2019 Bug fixes.
February 21, 2019 Add Scheduling Provider to a Charge Capture and see all patient phone numbers on an Encounter Form.
January 24, 2019 QuestQuanum: ability to submit a missing ERA from the desktop application and System Upgrade notification.
December 13, 2018 Bug fixes.
November 15, 2018 View full clearinghouse rejection message and Printing encounter form enhancements.
October 18, 2018 Deactivating users associated to multiple accounts.
September 20, 2018 Contract Rate enhancements for accurate reporting.
July 19, 2018 Case selection on Charge Capture and ability to submit a missing ERA from the desktop application.
June 21, 2018 API enhancements, Add same CPT on Charge Capture, View primary insurance on Find Encounter, Filter by Department on Key Indicator Summary Beta, and Enrollment Dashboard enhancements.
May 24, 2018 View Notes and Follow-Up Date on Unpaid Insurance Claims report, New Encounter Form template, and Send Patient Statements enhancements.
April 26, 2018 New background printing options.
March 22, 2018 New Clearinghouse Reports comments, View and search adjudication dates, More characters in Find Payment notes, Search by search date on Edit Claim, Search for Inactive Users, and New Select All checkbox on Patient Alerts.
February 22, 2018 Patient statements $0.01 price increase, new ERA Copy to Practice button, subscribe to yesterday's missed encounters, new ERA adjustments column, Encounters Detail report Concurrency column, and Enrollment Wizard provider number validation.
January 25, 2018 Enrollments Dashboard enhancements, new re-order procedure lines on an encounter, and ability to enable daily automatic claim submissions.
December 18, 2017 New ability to submit additional diagnosis codes on an encounter, and additional phone number options for patient statements.
November 30, 2017 Taxonomy Code Sync.
October 26, 2017 Launch of Kareo Telemedicine, updates to the Enrollment Wizard, new count for Total # Statements Sent on reports, added display of DOB and SSN Options, plus more.
September 21, 2017 PM Calendar has new navigation buttons and appointment status, Encounter Details Report enhancement for Anesthesia Billing, TriZetto Migration Payment Posting restriction announcement, and new Encounter 24 hour time entry.
August 24, 2017 Patient phone visibility in the desktop application.
July 20, 2017 New bulk review for clearinghouse report, payer type displaying on claims list, patient statement workflow enhancements, and patient eligibility enhancements.
June 22, 2017 New Claim Rejection self-service help and multiple enhancements.
March 23, 2017 A fix to denial data mismatch, and description for TriZetto adjustment/denial code reasons and remarks.
February 23, 2017 New cross practice message count, updates to manually recorded patient collections, and patient statement enhancements.
January 25, 2017 Authorization tracking in the Web Application and electronic workers' comp and auto accident enhancements in the Desktop Application. 
October 3, 2016 Announcing easier routing of billing transactions through an enhanced clearinghouse network.
July 7, 2016 A new enhancement that incorporates “Patient Date of Birth Visibility.”
May 6, 2016 Introducing the new Solution Center and New Web Roles for users with multiple practices.
February 19, 2016 Process Worker's Comp and Auto Insurance claims electronically.
January 27, 2016 New Enrollments Dashboard and Help Center.
January 5, 2016 Updates CPT codes, fee schedules, and more.



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