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.
Note: Accounts created after May 2016 will see the same screen as Web User Roles.
Web User Roles
- The Excel Add-In transaction report now pulls payer billed instead of the payer associated