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Kareo Help Center

Kareo Engage Release Notes October 23, 2018

In October 2018, your Kareo Engage account will be upgraded to the latest version.

Patient Intake Merge Enhancements

Conflicting information between the patient intake form and the patient's chart is now highlighted in red. Control which information you would like to merge or reject all submitted information.

By default, the submitted information from the intake form will be selected. Click the right checkbox to keep the current information from the patient's chart.

Note: If the patient does not fill out the field(s) in the patient intake form, the field(s) will not be displayed for merging.



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