New Features Descriptions

Charge Entry Enhancements
 
Application: Business Manager, Medical Office
Area: Encounter Details

The charge entry process has been completely redesigned for more efficient keyboard data entry. In response to user feedback indicating our old charge entry screen was cumbersome and inefficient, we have made some major improvements. The new Encounter details task now displays all fields within a single, scrolling view with improved keyboard navigation, auto-population of certain fields, auto-completion when typing, and limited customization features. In addition, there are several new features including the posting date override, the supervising provider field, and expanding sections for miscellaneous fields. We hope these enhancements will improve the productivity of our charge entry users, but we look forward to your honest feedback. (Note: If you like what you see, you may be happy to know that we are working on a similar transformation of the patient demographics entry process anticipated for our next release.)
 
For more information on these features, refer to the help topic Entering and Tracking Encounters > Entering a New Encounter located in the Online Help and User Manual.

Document Management Enhancements
 
Application: Business Manager, Medical Office
Area: Documents

There are several major enhancements to the document management system. First, you can now store documents in a general area independent of any specific record in the system. Second, you can use the new scanning wizard to interface with any Windows-compliant scanner. The new scanning wizard enables you to configure scanner settings, preview images during the scanning process, and scan large batches of documents. Third, you can now view and print scanned documents directly without the need for any third-party applications. Fourth, you can tag documents with labels (i.e. "Document Batch", "Superbill", "Medical Report", etc) and status fields which correspond to your office workflow. Finally, you can now perform keyword searches across all documents in the system. Now you can equip your medical offices with high-speed scanners and use these new document management features to route billing batches to and from the business office. This can help eliminate the cost of courier services and express mail delivery of your document batches. Go paperless, it's fun!
 
For more information on these features, refer to the help topic Managing Documents located in the Online Help and User Manual.

New Print Formats for Encounter Forms
 
Application: Medical Office
Area: Practice > Settings > Encounter Forms

You can now select from one of two standard print formats for Encounter Forms. There is now both a 1-page Encounter Form and a 2-page Encounter Form. When setting up your Encounter Forms under Practice > Settings > Encounter Forms, you can now select from among these two options. Once you setup you Encounter Forms with the desired format, the system will print your selected format automatically when printing Encounter Forms from the Appointment Calendar.
 
For more information on these features, refer to the help topic Scheduling Appointments > Printing Encounter Forms located in the Online Help and User Manual.

Add Diagnosis Groups to Encounter Forms
 
Application: Medical Office
Area: Practice > Settings > Encounter Forms

You can now setup groups to organize the diagnoses that are printed on your Encounter Forms. This feature works identically to the existing functionality to setup procedure groups for your Encounter Forms. To setup diagnosis groups, configure your Encounter Forms under Practice > Settings > Encounter Forms.
 
For more information on these features, refer to the help topic Setting Up the Practice > Setting Up Encounter Forms located in the Online Help and User Manual.

New Encounter Form Printing Wizard
 
Application: Medical Office
Area: Appointments > Print Encounter Forms

There is a new Encounter Form printing wizard accessible from the menu Appointments > Print Encounter Forms. You start by selecting the Start Date and End Date for the Encounter Forms you want to print. You can also further limit printing by Provider, Service Location, and Payer Scenario. Once you set your options, click Print Encounter Forms and the application will display progress information as it prints the Encounter Forms you selected.
 
For more information on these features, refer to the help topic Setting Up the Practice > Setting Up Encounter Forms located in the Online Help and User Manual.

Improved Appointment Summary Report
 
Application: Medical Office
Area: Reports > Appointments

The Appointment Summary report now lists the copay due for each patient. The report also provides an option to filter by appointment status.
 
For more information on these features, refer to the help topic Generating Reports > Understanding Reports > The Appointments Reports located in the Online Help and User Manual.

Improved A/R Reports
 
Application: Business Manager, Medical Office
Area: Reports > Accounts Receivable

The Accounts Receivable Aging reports have been improved significantly. First, there is a new A/R Aging Summary report that provides a summary of your accounts receivable. Second, there are two new reports which separate your accounts receivable by insurance and by patient. A/R Aging by Patient provides an accounts receivable aging schedule for each patient. A/R Aging by Insurance provides an accounts receivable aging schedule for each insurance company. Third, the Accounts Receivable Aging reports now include a column titled "Tot Bal (%)" which displays the percentage of the total balance that is assigned to a specific party. Finally, the Accounts Receivable Aging reports also include new options to filter by Age Range, filter by Open Balance Range, and sort either by Responsible Party Name or Open Balance amount.
 
For more information on these features, refer to the help topic Generating Reports > Understanding Reports > The Accounts Receivable Reports located in the Online Help and User Manual.

New Patient Balance Reports
 
Application: Business Manager, Medical Office
Area: Reports > Patients

There are two new reports for patient balance information. The Patient Balance Summary report provides a list all patients with an open balance. The Patient Balance Detail provides an itemization of open charges for a specific patient.
 
For more information on these features, refer to the help topic Generating Reports > Understanding Reports > The Patients Reports located in the Online Help and User Manual.

New Fee Schedule Report
 
Application: Business Manager, Medical Office
Area: Reports > Settings

The new Fee Schedule Detail report displays a Fee Schedule associated with a Contract. The new report lists the procedure code, procedure description, modifier, standard fee, allowable amount, and expected reimbursement. You can access the new Fee Schedule Detail report from the menu item Reports > Settings > Fee Schedule Details.
 
For more information on these features, refer to the help topic Generating Reports > Understanding Reports > The Settings Reports located in the Online Help and User Manual.

New Default Location on Patient Record
 
Application: Business Manager, Medical Office
Area: Patients

A new field has been added to the Patient record to indicate the patient's default, or "home" medical office. Use this field in a multi-clinic medical practice to indicate the location where the patient is typically treated.
 
For more information on these features, refer to the help topic Managing Patient Records > Entering a New Patient located in the Online Help and User Manual.

Support for CLIA Numbers
 
Application: Business Manager
Area: Settings > Service Locations

You can now setup a CLIA Number as a field on the Service Location record. Once the CLIA Number is entered, it will be included on Medicare and Medicaid claims for certain types of service. For more information on using CLIA numbers, please contact Kareo customer support.

New Inactive Flag on Procedures, Diagnoses
 
Application: Administrator
Area: Codes

There are new fields on the Procedure and Diagnosis records which can be used to set specific Procedures or Diagnoses inactive. Once a Procedure or Diagnosis record has been marked inactive, it cannot be used in entering new charges.
 
For more information on these features, refer to the help topic Managing Codes located in the Online Help and User Manual.

New Inactive Flag on Practices
 
Application: Administrator
Area: Practices

There is a new field on the Practice record which can be used to set a Practice inactive. Once a Practice has been marked inactive, the Practice will not be included in any enterprise wide reports.
 
For more information on these features, refer to the help topic Managing Practices located in the Online Help and User Manual.

Massachusetts Medicaid Form 5
 
Application: Business Manager
Area: Claims

You can now print Massachusetts Medicaid Form 5 claim forms, a special type of claim form required for Medicaid patients in the state of Massachusetts. For more information on printing Massachusetts Medicaid Form 5 claims, please contact Kareo customer support.