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Kareo Help Center

Billing Release Notes October 18, 2018

Kareo continues to enhance the customer experience by releasing new features, making enhancements, squashing bugs, and delivering fresh documentation. Here's an update of the recent product improvements we've made with Kareo Billing, so you can easily stay up to date on what's new!

Deactivating Users Associated to Multiple Accounts

When deactivating a user that is associated to multiple Kareo accounts, the system administrator will be displayed a warning to contact support to remove the user's access from just this account.

If they would like to continue with deactivating the user from all associated accounts, the system administrator must acknowledge that they are disabling the user's access from all accounts in order to proceed.

User Accounts

Note: Accounts created after May 2016 will see the same screen as Web User Roles.

  1. Click Settings > User Accounts. The User Account window opens.
  2. Click on the user's name. The Account Details window opens.
  3. Click to select the "Deactivate this user account" checkbox.
  4. The system administrator has the option to contact support to remove this user from their account or acknowledge the warning to continue to lock the user from all associated accounts.
    1. If the system administrator acknowledges the warning, click Save Changes to lock the user.
Lock_User_Desktop.png

Web User Roles

  1. Click Settings > Web User Roles. The User Account window opens.
  2. Click Edit next to the user's name. The Edit User window opens.
  3. Click Lock User. The Lock Account pop-up opens.
  4. The system administrator has the option to contact support to remove this user from their account or acknowledge the warning to continue to lock the user from all associated accounts.
    1. If the system administrator acknowledges the warning, click Submit to lock the user.
Lock_User_WebUser.png
 

Bug Fixes

  • The Excel Add-In transaction report now pulls payer billed instead of the payer associated
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