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Kareo Help Center

Kareo Engage Release Notes May 21, 2020

In May 2020, your Kareo Engage account will be upgraded to the latest version.

Mental Health Screening Tools

Kareo's Patient Intake Screening Tools provides Mental Health practices the ability to send screening tools electronically for the patient to complete digitally. In addition to GAD-7 and PHQ-9, practices can now also send patients PCL-5 through the patient intake workflow.

The screening tool can accommodate multiple workflows:

  • If the patient needs to complete the screening tool(s) before the visit, send them when scheduling the appointment. The patient can complete them before the visit.
  • If the patient needs to complete the screening tool(s) during the visit, send them using the Send Forms feature. The patient can complete them in the office using Kareo Kiosk or their mobile device.
  • Providers can complete the screening tool with the patient within a clinical note.

Send Forms

  1. Create a New Patient Appointment or send the screening tool(s) without an appointment.
  2. Click the Patient Intake drop-down and select the desired Screening Tools.
  3. Click Save Appointment or Send. An email is sent to the patient with an invite to complete the screening tool(s).

Patient Experience

  1. The patient opens their email and clicks Get Started to launch the Patient Intake Form.
  2. The patient enters their date of birth for verification and clicks Submit. The Patient Form page opens.
  3. In addition to existing intake sections, the patient can now complete the GAD-7 and/or PHQ-9 digitally.

Once submitted, the patient intake is now ready for review. Completed screening tools can be reviewed via a note or the patient's document section. 


Resolved Issues

  • Fixed an issue where some patients completing surveys for Kareo Review were redirected to Yelp
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