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Kareo, Medical Billing Made Easy

Institutional Electronic Claims in BETA, Plus 30 New Timesavers

Thank you for your suggestions and ideas on how to improve Kareo. In this release, we have added many improvements that came from you, our users, all designed to make your billing easier, save you time and streamline your billing process. Please continue to let us know how we can improve Kareo to reduce your billing headaches by sending your ideas to features@kareo.com. Below is an overview of the enhancements you'll find in our new release.

Institutional Electronic Claims Now in BETA

One of the most interesting new features that we're working on is support for institutional billing in the ANSI 837(i) electronic claim format. Back in May of this year, we released support for institutional paper claims in the UB-04 claim format. Institutional claims are used to bill government and commercial insurance companies for non-professional charges, such as hospital, ambulatory surgery center, home health, nursing facility, and other services. Now, with this release, electronic institutional billing is in limited beta testing with a select group of users, and soon, will be available for beta testing by a broader group of Kareo users. If you're interested in participating in our beta testing program, please email us at support@Kareo.com and we'll contact you once institutional electronic billing is ready and available for broader testing.

Plus 30 New Timesavers and Other Enhancements

You'll find a variety of new timesavers and other enhancements in this release, all designed to make your work easier:

Appointments

  • Location automatically populates on new appointments for single-location practices
  • Calendar views default to the provider and location filters you selected during your last session

Claims

  • Sort the list of claims by column on the Find Claims screen
  • Search the list of claims by the Billed To field on the Find Claims screen
  • Redesigned action panel on the Find Claims Screen
  • Removed duplicate ERA transactions for claims with multiple service lines
  • Simplified transaction descriptions on the Claim Detail and Payment Detail screens
  • Set a follow-up date on claims as a tickler and to override the "No Response" reminders

Encounters

  • Enter new authorizations when selecting an authorization while entering encounters
  • The Appointment, Patient, and Case fields are no longer editable once encounters have been approved

Insurance Companies

  • New warning helps prevent duplicate insurance companies from being entered
  • New warning helps prevent duplicate insurance plans from being entered

Patients

  • Customize the list of Referral Sources on patient records for each practice
  • New support added for non-US patient addresses on paper claims

Payments

  • New column for Reference # added to the Find Payments screen
  • Search the list of payments by Reference # on the Find Payments screen
  • Type the patient's name to select a patient on the Payment Detail screen
  • Type the insurance company's name to select an insurance on the Payment detail screen
  • Enhanced matching logic helps to match more claims when automatically posting ERAs
  • Encounter level adjustments now highlighted in red when viewing ERAs

Reports

  • The Appointment Summary report has been renamed the Appointment Detail report
  • New Appointment Summary shows appointment totals grouped by provider and reason
  • The Missed Encounters reports no longer includes No-Show appointments
  • Email performance reports now turned off by default for new providers

Security

  • Permission categories have been reorganized to simplify the security group settings
  • New customers now have 6 default security groups with predefined permissions

Other

  • The policy number validation settings have been removed from the Contract screen
  • New warning when you enter an invalid EIN on the Service Location screen
  • Now specify eligibility enrollment when completing the clearinghouse web enrollment form

Bug Fixes

  • Fixed bug that prevented users from posting comments to the community using Internet Explorer 8
  • Fixed bug that caused exception when loading the daily calendar view for a new practice
  • Fixed bug that caused long patient alerts from hiding the controls on the Encounter Detail screen
  • Fixed bug that caused exception when exiting Kareo when the application is locked

At Kareo, we continue working hard to make medical billing easy for you. Customer feedback drives our service and ensures we build the features that matter most to people like you, so your input is critical to us. Please email your suggestions, challenges and ideas for our next release to features@kareo.com.

Kind regards,

Kareo Support Team
support@kareo.com

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