Mobile App Release Notes June 11, 2018

1. Log into Kareo's mobile application.
2. Tap on the K-Man icon at the top left.
3. Tap on Patients.
4. Search for and tap on the patient's name. The Patient Chart screen opens.
5. Tap on Medications. The Active Medication screen opens.

6. Tap on the + icon to prescribe a medication.
7. Tap on Prescribe. The Prescribe screen opens.

8. Enter the Drug, Strength/Form, and Quantity.
   • The system will check the patient's formulary plan for coverage and display the coverage information under Prescription.

9. To select a drug on the formulary plan, tap on View.
   • The Formulary Information screen will open and show the Coverage Factors and Alternative Medications.

10. Tap on the alternative medication to prescribe.
    • The Prescribe screen will be populate with the alternative medication with the updated Formulary coverage.
    • To go back to the original prescribed medication, click Revert.

11. Flick up on the Prescribe screen to see the Patient Cost for the prescribed drug.
12. Tap on Send to prescribe the drug.

1. Log into Kareo's mobile application.
2. Tap on the K-Man icon at the top left.
3. Tap on Patients.
4. Search for and tap on the patient's name. The Patient Chart screen opens.
5. Tap on Medications. The Active Medication screen opens.

6. Tap on the + icon to prescribe a medication.
7. Tap on Prescribe. The Prescribe screen opens.
8. Tap on Add. The Search Diagnosis screen opens.

9. Tap on an ICD-10 favorite or browse for an ICD-10 code.

10. The ICD-10 code will be added to the Diagnosis Code field.
11. To add a second diagnosis, tap on Add and select the second diagnosis code.
12. The second diagnosis code will be added to the Diagnosis Code field.

Note: If a new diagnosis is selected, it will not be added to the patient's problem list.

1. Log into Kareo's mobile application.
2. Tap on the K-Man icon at the top left.
3. Tap on Patients.
4. Search for and tap on the patient's name. The Patient Chart screen opens.
5. Tap on Medications. The Active Medication screen opens.
6. Tap on the History tab. The Obtain Consent From Patient screen opens.

7. Tap on Yes, I have this patient's consent to continue.

8. If the patient has medication history available in Surescript, the list will be displayed.

9. Tap on a medication to view the details.

10. Tap on Action to reconcile the medication.
    1. Tapping Copy to Discontinued will add the selected drug(s) to the Discontinued Medication list.
    2. Tapping Copy to Active will add the selected drug(s) to the Active Medication list.

11. The medication will have a Reconciled banner in the History tab once an action is taken.

Filled Prescriptions

1. Log into Kareo's mobile application.
2. Tap on the K-Man icon at the top left.
3. Tap on Scripts. The Scripts screen opens.

4. Tap on a patient with the Fill banner. The Fill Notification screen opens.

5. The Fill Notification will display show if the medication was Filled, Partially Filled or Not Filled.

6. Close this fill, tap on Action.

7. Tap on Accept to close this fill task or tap on Accept all open Fills to close all fills.

Change Prescriptions

There are three types of change requests:

1. Prior Authorization - Pharmacist determines that Prior Authorization is required for this prescription. This is usually done by submitting the claim and getting a reject for prior authorization.
2. Generic Substitution - When the pharmacy receives a prescription which indicates Substitution not allowed, but a generic is available, the pharmacy can send an Rx Change Request – Generic Substitution to the prescriber requesting that the generic be allowed to be dispensed.
3. Therapeutic Interchange - Pharmacist determines which one of the following applies: DUR issue, Formulary Compliance, Days Supply, or Therapy Change, and wishes to request a change.

1. Log into Kareo's mobile application.
2. Tap on the K-Man icon at the top left.
3. Tap on Scripts. The Scripts screen opens.
4. Tap on a patient with the Change Request banner.

See the specific workflows below based on the change request type.

1. Tap on Action to respond.
2. Tap on Approve Pharmacy Change or Deny.

3. If Approved by Pharmacy was tapped, enter the prior authorization number and tap Ok.

4. If Deny was tapped, tap on a Denial Reason.
   1. If necessary, enter a note.
   2. Tap on Save when completed.

Generic Substitution

View the alternative medication requested by the pharmacy.

1. Tap on Action to respond.
2. Tap on Approve Pharmacy Change or Deny.

3. If Approved by Pharmacy was tapped, determine if the original drug should be marked as error or discontinued.

4. If Deny was tapped, tap on a Denial Reason.
   1. If necessary, enter a note.
   2. Tap on Save when completed.

Therapeutic Interchange

View the alternative medication requested by the pharmacy.

1. Tap on Action to respond.
2. Tap on Approve Pharmacy Change, Make Revisions or Deny.

3. If Approved by Pharmacy was tapped, determine if the original drug should be marked as error or discontinued.

4. If Make Revisions was tapped, the Edit Change Response screen opens.
   1. Make the necessary revisions.
   2. Tap on Save when completed.

5. If Deny was tapped, tap on a Denial Reason.
   1. If necessary, enter a note.
   2. Tap on Save when completed.