On Thursday, May 16, a new software release is planned by Practice Fusion. It is expected that this release contains a new insurance company file that may cause a one-time issue of duplicate insurance records in Kareo.
Currently, when an encounter in Practice Fusion is sent to Kareo, Kareo software analyzes several fields to determine if the insurance company already exists or is new. If it is determined that the insurance company exists, the existing insurance company record is utilized. If it is determined the insurance company is new, an additional insurance company record is created.
Practice Fusion is working to clean up its list of insurance companies which is positive for ongoing billing. With the change, though, new or modified insurance company records in the Practice Fusion file may result in some duplicate insurance company records being created in your Kareo system.
To prevent this from happening, you should follow the instructions in the link below to match any changes in the Practice Fusion file with existing records in Kareo.
If you have questions or need additional assistance, Kareo’s support team is ready to help.