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Kareo Help Center

Platform Release Notes


Learn about the latest features and enhancements in our EHR release notes. Click on the date to view the full release note details.


Date Release Highlights
September 19, 2019 New insurance plans from a patient record requires an address.
August 22, 2019 Print bulk encounter forms based on selected filters.
July 18, 2019 Dashboard enhancements to utilize the full width of the browser, select multiple service locations, and view the service location on an appointment card.
June 20, 2019 Dashboard enhancements to see patient alerts when scheduling an appointment, show balance collected today, and alphabetized filters.
May 23, 2019 Color coded appointment status and patient alerts on patient card.
April 18, 2019 Dashboard enhancements to simplify the patient check-in and scheduling workflows.
March 21, 2019 New Dashboard and Appointment workflow.
February 21, 2019 Enhanced printed Daily Schedule and see all patient phone numbers on an Encounter Form.
January 24, 2019 Bug fixes.
December 13, 2018 Bug fixes.
November 15, 2018 Bug fixes.
October 18, 2018 Locking user associated to multiple accounts.
September 20, 2018 Protected Health Information (PHI) Disclaimer.
August 23, 2018 Patient search enhancements.
July 19, 2018 Case selection on an appointment.
June 21, 2018 Bug fixes.
May 24, 2018 Bug fixes.
March 22, 2018 New Select All checkbox for Patient Alerts.
August 24, 2017 Encounter form enhancement.
July 20, 2017 New way to order encounter form printouts and improved patient transactions table.
June 22, 2017 Enhancement to Patient Intake Forms.
February 23, 2017 Administrators can now unlock staff user accounts.
May 6, 2016 New calendar and scheduling features which will provide you with an easier, more intuitive way to manage patient scheduling, benefits eligibility, and patient payments.


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