Kareo Engage Release Notes July 23, 2018
In July 2018, your Kareo Engage account will be upgraded to the latest version.
Access Patient Chart from Patient Intake Dashboard
On the Patient Intake Dashboard, quickly access the patient's chart by clicking on the patient's name. The patient's chart will open in a new window to give users the ability to view the patient's chart and patient intake form simultaneously.
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Sort or Search for a Patient Intake
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The Patient Intake Pending Review and Merged page now has the ability to sort or search.
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New Patient Intake Status
Quickly determine the patient intake form status with two new statuses: Not sent to patient and Rejected.
| If intake forms have not been sent to patients, their patient intake status will be set to "Not sent to patient". Clicking "Send", will send an email to the patient with the link to the forms. |  |
| If patients have submitted their intake forms and the practice has reviewed and rejected their forms, their patient intake status will be "Rejected". |  |
Image not uploaded on intake form
Patients now have the ability to view which images have not been uploaded on the Review & Submit section of the intake form.
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Patients now have the ability to view which images have not been uploaded on the Review & Submit section of the intake form. The following messages will show:
The patient can click Edit on the appropriate sections to upload the images. |
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Auto Populated 4 Digit Zip Code Extension
Once the patient has entered their 5 digit zip code on the Patient Intake Form, the system will auto populate the 4 digit zip code extension for merging. This will avoid duplicate work for the biller and ensure claims are not being rejected due to a missing 9 digit zip code.
- Important Note: The patient will not see the 4 digit extension populate on the Patient Intake Form.
Bug Fixes
- Fixed an issue where the patient intake email was populating with the incorrect appointment time and time zone