Kareo | Help and Support

On Saturday night, we released a minor update to Kareo (v1.44.2850.30454).  The following is a list of new features and bug fixes included in this release.

New Features List

• Exporting Unpaid Insurance Claims Report - You can now export the Unpaid Insurance Claims Report to Microsoft Excel (.XLS) or Comma-Separated Values (.CSV) file formats.  (SF15849, FB23113)
• Exporting Patient Demographics - You can now export patient information with the new Patient Demographics Export Report to Microsoft Excel (.XLS) or Comma-Separated Values (.CSV) file formats. (FB 22815)
• Sort Columns - You can now sort patients and encounter lists by column in the ‘Find Encounter’ and ‘Find Patient’ screens. (FB 22819)
• E-Claims/Payments - Fixed a problem that was causing primary claims submissions to erroneously be labeled as secondary transactions in the Edit Claim screen. (SF11995/FB22592)
• E-Claims - Fixed a claims formatting problem with secondary claims to MI payers. (SF23069)
• E-Claims- Fixed claims formatting problem with outbound Medicare claims. (SF29967/FB23112)
• E-Claims- Fixed a problem associated with ‘other’ box on condition tab of patient case that was preventing successful claims submissions. (SF26740/FB23130) 
• E-Claims- Added ‘Local Use-Box 10d’ field to ‘Misc’ section of encounter entry screen. (SF31955/FB23133)
• Claims Printing - Fixed printing problems associated with certain workers' compensation scenarios. (SF34674/FB23099)
• Claims Printing- Added selection to paper claims settings section of insurance company record to select of minutes or units for box 24G. (SF12092/FB22768)
• Workers Comp Claims Printing - Fixed a problem associated with Workers' Compensation claim form printing. (SF13397/FB23136)
• Payments - Fixed a problem that was causing payment notes to vanish.  Payment notes will now appear in the claim transaction details. (SF29606/FB23141)
• Encounters - Fixed a problem that was causing a single payment to hyperlink to all encounters entered with same DOS.  (SF13566/SF34804/FB22744)

by KareoSupport to Release Notes

On Saturday night, we released a new version of Kareo (v1.44.2779.28309).  The following is a list of new features and bug fixes included in this release.

New Features List

• Improved Provider and Group Number Setup
• Claims List Redesigned with Shortcuts, Mass Re-Bill, and More
• 14 New Training Videos on Help Site
• View Your Support Cases, Check Status, and Add Comments
• Updated Web Enrollment Request Form
• New Paging Options Added to Most Search Tasks
• Drill-down Hyperlinks Added to Key Indicators Report
• New Customization Options for Patient Contact List Report
• Filter Insurance Collections Summary and Detail Reports by Claim Status
• Updated Provider and Group Numbers Report
• New Ambulance and Emergency Fields Added to Encounter Record
• Hyperlink to Patients and Appointments from Encounter Record
• Hyperlink to Insurance Plan from Insurance Policy Record
• Find Claims from Approved Encounter Records
• Duplicate E-claims No Longer Categorized as Rejections
• Create New Practice Hyperlink Added to Select Practice Screen
• Users Automatically Given Access to a New Practice
• New Email Notification Options for User Accounts
• Automatic Update for Kareo Practitioner
• Hide Unused and Outdated Provider and Group Number Types
• Configure Insurance Company to Print Facility ID on 1500 Form
• New Support for New York Worker's Compensation Form (C-4)

Bug Fixes List

• Fix "Ctrl+S" Keyboard Shortcut for Saving Records
• Correctly Populate Diagnoses when Using Procedure Macros
• Fix Referring Physician List to Display UPIN
• Eliminate Duplicate ERAs from Clearinghouse Reports
• Correct Problem with Payment Adjudication Date
• Correct Due Date on Unpaid Insurance Claims Report
• Fix Problem with Payment Transactions in Rare Situations
• Fix problem with Retrieving Patient Statement Verification Reports
• Correct Patient Account Screen to Display Correct Payer
• Eliminate Error when Selecting an Other Appointment on Encounter
• Eliminate error when Attaching Documents on Specific Computers

You can find more information by reading the complete release notes.

by KareoSupport to Release Notes

On Saturday night, we released a new version of Kareo (v1.43.2723.34873).  The following is a list of new features and bug fixes included in this release.

New Features List

• Enrollment No Longer Required for Patient Statement Services
• Unlicensed Features Hidden Based on Subscription Edition
• Kareo Rejection Troubleshooting Guide
• Kareo Provider and Group Number Guide
• ERAs with Hyperlinks to Encounters and Claims
• New Encounter Forms Available
• Set Up Automatic Alerts by Collection Category
• Insurance Collections Summary Report
• Insurance Collections Detail Report
• Unapplied Analysis Report
• Customer Account Summary Report
• Customer Account Detail Report
• Run the Key Indicators Summary Report by Service Date
• New Customization Options for Adjustment Summary & Detail Reports
• Configure Taxonomy Code to Print in Box 33B of CMS 1500 Form
• New CMS 1500 Form with NPI Now the Default Paper Form
• Transactions in Claim Record Now Consistent with Payment Record
• Encounter ID Added to Track Claims Status Task
• New Ordering of Claims on Track Claims Status Task
• Guarantor Name Automatically Copied to Insured Name

Bug Fixes List

• Eliminate Error when Posting Payments with Reversals
• New CMS 1500 Form: Correct Box 33A for Providers Billing Individually
• New CMS 1500 Form: Remove Provider Name from Box 33B
• New CMS 1500 Form: Print Phone Number in Box 7 When Insured is Not Patient
• New CMS 1500 Form: Print Correct Condition Date in Box 16
• New CMS-1500 Form: Print Minutes Correctly for Anesthesia Billing
• Rename Condition Date to "Date of Same or Similar Illness"
• Fix MassHealth Claim Form 5 to Correctly Print the "To" Service Date
• Ensure Key Indicators Update Correctly on Dashboard
• Display Correct Payment Posting Date on Payment Record
• Ensure that Clearinghouse Reports & ERA Counts are Correct on Dashboard
• Enforce Closing Date By Preventing Payment Changes to Encounter Record
• Prevent Error in Track Claims Status Task
• Eliminate Error in Rare Scenario Involving Encounter Record
• Fix Payment Deletion to Delete All Associated Transactions
• Enhance Performance of Payment Screen
• Use Default Adjustment Correctly on Payment Record
• Order Transactions Correctly on Payment Record
• Display Date of Service Ranges Correctly on ERAs
• Prevent Entry of Guarantor Name When Patient Relationship is Self
• Correct Refund Report to Match Key Indicators Summary Report

You can find more information by reading the complete release notes.

by KareoSupport to Release Notes

The Kareo system will be temporarily unavailable tonight between 9 and 9:15 PM PDT for a minor infrastructure upgrade to improve reliability and available.

by KareoSupport to Release Notes

Some customers reported being unable to connet to CodeCorrect.  Code Correct has addressed the issue.

by KareoSupport to Release Notes

In order to further improve Kareo’s Disaster Recovery and Business Continuity abilities, we will be performing system maintenance on Saturday April 14 between 5:00pm and 8:00pm PDT.  The system will be unavailable in this period.

We apologize for any inconvenience this may place on your business.

by KareoSupport to Release Notes

Some users have reported not being able to create new Encounters. 

by KareoSupport to Release Notes

Kareo released a minor patch on the evening of April 11.

Changes

• Addition: Context Sensitive Help added for: Document Processing Task; Patient Case - Authorization Details task; PatientCase – Add Attorney Task; Insurance Company Details Task; Report Viewer Task;Collection Category Browser; Collection Category Details Task ; Contract Details Task, All tabs

• Addition: Case View Patient Account: When new patient has no collection category, empty grid allows for charge note (FB21242)

• Fix: Case Encounter Detail: Rendering provider no longer blanking out (FB21295).

• Fix: Sporadic DMS uploading and downloading problems fixed (FB21249).

• Fix: kFax number field now working correctly (FB21201).

• Fix: In Practitioner now able to save encounter if patient was entered by SSN (FB21274).

• Fix: In Practitioner the Referring Provider is now populated during conversion from mobile encounter (FB21332).

• Fix: In Payment details, incorrect transactions in some scenarios no longer being posted. (FB21202)

by KareoSupport to Release Notes

Kareo released a minor update to the client software on Sunday, April 8.

Changes

• Fix: Dunning message and patient note have been added to on-demand patient statement (FB21241)
• Fix: Claims Browser Error Bucket now works correctly (FB12597)
• Fix: Local names, if available, are now printed on the on demand patient statements (FB21277)
• Fix: Claim Transactions created via Payment Screen (ASN, BLL) now have correct posting dates (FB21237)

by KareoSupport to Release Notes

Last night, we released a minor update to Kareo.  The release (v1.40.2594) contained the following new features:

• Show all documents for records associated with a patient (FB14532)
• Improve data entry and application of copays on encounters (FB19167)
• Set up and track custom categories for payments (FB20135)
• Set up user roles to classify and report on user activity (FB17777)
• Automatically mark ERAs as reviewed once posted (FB19105)
• Optionally exclude patient payment amounts from claims (FB14532)
• Mark providers inactive and hide from lists (FB13207)
• Configure subscription edition and support plan for each practice (FB19200)
• Add new permission for missed encounters report (FB17934)
• Add new permission for checking eligibility (FB17937)
• Improve layout of user account record (FB19780)

 

For information, read the full Kareo Release Notes - February 2007.

by danrodrigues to Release Notes