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Kareo Help Center

Kareo Platform Release Notes March 21, 2019

Kareo continues to enhance the customer experience by releasing new features, making enhancements, squashing bugs, and delivering fresh documentation. Here's an update of the recent product improvements we've made with the Kareo Platform so you can easily stay up to date on what's new!

New Dashboard and Appointment Workflow

Kareo is simplifying the patient check-in and scheduling workflows to help customers follow streamlined steps and save time. The newly re-designed Dashboard will allow users to easily check-in incoming patients, schedule and edit appointments and has new features for users that improve day-to-day processes in the practice. This is part of a larger effort to build an integrated platform where core features along with Billing and Clinical workflows will be integrated within one seamless system.

These efforts will ensure all jobs performed at the practice are in the web application and the user is not required to switch between the web application and the practice management system, hence saving time and avoiding human errors.

The new Dashboard will make life easy for practice managers, front office staff and providers since the workflows are more streamlined and built keeping in mind how these users work in the office. This will ultimately create a much more optimized “Cloud-based” user experience that will further enhance the scheduler and calendar functionality.

New features like flexible filter selections, multiple resource selections, and recurring appointments will also allow users to be better at running their practice efficiently.

Note: These features are coming soon for Kareo Managed Billing customers.

Watch Navigate Dashboard or review Navigate the Dashboard to learn more about the dashboard view.


See New Patient Appointment to learn how to schedule an appointment with multiple resources.


See Schedule Custom Recurring Appointment to learn how to create a custom recurrence.



Bug Fixes

  • Fixed an issue where all details on the Account page does not print
  • Fixed an issue where the checking eligibility on the Edit Insurance Case page caused the section to become unresponsive
  • Fixed an issue where users received an error message when editing a service location
  • Fixed an issue where users received an error message after clicking Continue on the Forgot Password page
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