ÿþ<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html> <head> <title>Release Notes - Jan 2007 - Medical Billing Software - Kareo.com</title> <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" /> <style type="text/css"> body { background: white; } .textHeadline { font-family: Trebuchet MS, Arial, Verdana; font-size: 20px; font-weight: bold; color: #ff7f00; } .textSubhead1 { font-family: Trebuchet MS, Arial, Verdana; font-size: 14px; line-height:16px; font-weight: bold; color: #424749; } .textSubhead { font-family: Trebuchet MS, Arial, Verdana; font-size: 14px; line-height:16px; font-weight: bold; color: #ff7f00; } .textSectionHeader { font-family: Trebuchet MS, Arial, Verdana; font-size: 12px; line-height:16px; font-weight: bold; color: #ff7f00; } .textNormal { font-family: Trebuchet MS, Arial, Verdana; font-size: 12px; color: #393D3F; } a.textLink { font-family: Trebuchet MS, Arial, Verdana; font-size: 12px; color: #145995; text-decoration: underline; } a.textLink:hover { color: #FF7F00; text-decoration: underline; } </style> </head> <body bgcolor="white"> <img src="http://www.kareo.com/images/logo_email.gif" border="0" alt="Kareo Logo" /> <p class="textNormal"> <span class="textHeadline">Kareo Release Notes - January 2007</span> </p> <p class="textNormal"> A new release of the Kareo's web-based medical billing software has been deployed. Below you'll find the list of new features followed by a short description of each new feature. For more information about these features, please consult the online help or user manual. For software support, email <a class="textLink" href="mailto:support@kareo.com"> support@kareo.com</a> or call 888-775-2736 during our normal business hours of Monday through Friday between the hours of 6:30 AM to 6:00 PM PST. </p> <p class="textNormal"> <span class="textSubhead1">Important Customer Notifications</span> </p> <ul class="textNormal"> <li> <b>New Payment Posting:</b> We highly recommend billing office users spend time learning about the new and completely redesigned payment posting process by downloading and reading the <a class="textLink" href="http://help.kareo.com/documents/Kareo_PaymentPostingGuide_Jan2007.pdf"> Kareo Payment Posting Quick Start Guide</a>. </li> <li> <b>Secondary Electronic Claims:</b> Any customer looking to begin using Electronic Coordination of Benefits (COB) and secondary electronic billing should read the following important memo, <a class="textLink" href="http://help.kareo.com/documents/Kareo_Memo_TestingSecondaryClaims_Jan2007.pdf"> Kareo Memo Regarding Secondary Electronic Billing</a>.</li> <li> <b>Feature Requests:</b> If you would like us to consider your priorities, feedback, or other ideas for the next major release, please send us an email at <a class="textLink" href="mailto:features@kareo.com"> features@kareo.com</a>. </li> </ul> <p class="textNormal"> <span class="textSubhead1">New Features List</span> </p> <ul class="textNormal"> <li><a class="textLink" href="#14011">Kareo Applications Now Merged into Single Application</a></li> <li><a class="textLink" href="#help">Help & Support Dashboard with Documentation and Training Videos</a></li> <li><a class="textLink" href="#14058">Keyboard Shortcuts for Major Functions in Application</a></li> <li><a class="textLink" href="#14020">Patient Check-Out Process to Accept Payment and Print Receipts</a></li> <li><a class="textLink" href="#14444">Real-Time Patient Eligibility Checks</a></li> <li><a class="textLink" href="#14920">Support for Anesthesia Billing Scenarios</a></li> <li><a class="textLink" href="#14479">Redesigned Payment Posting Process</a></li> <li><a class="textLink" href="#COB">Secondary Electronic Billing and Coordination of Benefits</a></li> <li><a class="textLink" href="#ERA">Enhanced Rules Engine for Automatic Payment Posting from ERAs</a></li> <li><a class="textLink" href="#14068">New Format of Patient Control Numbers (PCN) on Claims</a></li> <li><a class="textLink" href="#14498">Automatic Billing of Missed Copays</a></li> <li><a class="textLink" href="#NPI">Enter and Track NPI Numbers for Providers and Groups</a></li> <li><a class="textLink" href="#14531">Add Notes to Patient Accounts Directly from Patient Activities</a></li> <li><a class="textLink" href="#14066">Show Patient Alerts on Claims, Payments, and Patient Statements</a></li> <li><a class="textLink" href="#14533">Tracking Productivity of Physician Assistants</a></li> <li><a class="textLink" href="#14534">Setup Default Fields for Entering Encounters</a></li> <li><a class="textLink" href="#14528">Copy Fee Schedule from One Contract to Another</a></li> <li><a class="textLink" href="#14529">Setup Procedure Categories for Grouping Procedures on Reports</a></li> <li><a class="textLink" href="#clarity">Improved Clarity of Scanned Documents Viewed On-Screen</a></li> <li><a class="textLink" href="#rotate">Rotate Pages of Scanned Documents by 90 Degree Increments</a></li> <li><a class="textLink" href="#15298">User Productivity Report</a></li> <li><a class="textLink" href="#14031a">Charges Summary Report</a></li> <li><a class="textLink" href="#14031b">Charges Detail Report</a></li> <li><a class="textLink" href="#14029a">Adjustments Summary Report</a></li> <li><a class="textLink" href="#14029b">Adjustments Detail Report</a></li> <li><a class="textLink" href="#14039a">Denial Summary Report</a></li> <li><a class="textLink" href="#14039b">Denial Detail Report</a></li> <li><a class="textLink" href="#item">Itemization of Charges Report</a></li> <li><a class="textLink" href="#14067">Add Customization Option to Filter Reports by Procedure Code</a></li> <li><a class="textLink" href="#14010">Paging of Long Reports</a></li> <li><a class="textLink" href="#14024">Support for New CMS 1500 Form with NPI Numbers</a></li> <li><a class="textLink" href="#14022">Add Procedure Macros to Kareo Practitioner</a></li> <li><a class="textLink" href="#14017">New Installer with Support for Non-Administrative Upgrades</a></li> <li><a class="textLink" href="#14281">Support for UB-92 Claim Form for Physician Billing</a></li> <li><a class="textLink" href="#14361">Support for NY Medicaid Claim Form</a></li> <li><a class="textLink" href="#other">Other Software Issues Resolved</a></li> </ul> <p class="textNormal"> <span class="textSubhead1">New Features Descriptions</span> </p> <p class="textNormal"> <span class="textSubhead"><a name="14011">Kareo Applications Now Merged into Single Application</a></span><br /> <span class="textNormal"><b>Area:</b> Platform</span> </p> <p class="textNormal"> Prior to this release, Kareo was comprised of a suite of Windows applications, including Kareo Medical Office (for front-office functions), Kareo Business Manager (for billing functions), and Kareo Administrator (for administrative functions). As a more convenient alternative, Kareo has merged the functions of all three applications into a single application named "Kareo". Upon installing the January 2007 release, the Kareo setup program will remove all three applications and replace them with the new and improved Kareo application. You may need to refer to the Online Help or User Manual as the locations of many functions have changed. </p> <p class="textNormal"> <span class="textSubhead"><a name="help">Help & Support Dashboard with Documentation and Training Videos</a></span><br /> <span class="textNormal"><b>Area:</b> Help</span> </p> <p class="textNormal"> You can now access help and support resources from a new dashboard within the Kareo application. Simply click on the "Help and Support" shortcut located on the navigation pane. This will display an embedded web site with access to feature guides, live training webinars, self-paced training videos, electronic claim payer lists, clearinghouse and patient statement enrollment information, and various community features. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Getting Help and Training &gt; Accessing the Help & Support Dashboard</b> in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14058">Keyboard Shortcuts for Major Functions in Application</a></span><br /> <span class="textNormal"><b>Area:</b> Help</span> </p> <p class="textNormal"> You can now use keyboard shortcuts to access most of the major functions in the Kareo application. The new keyboard shortcuts appear in the menu items adjacent the corresponding function. The following is a partial list of the new keyboard shortcuts: </p> <ul class="textNormal"> <li>Help (F1)</li> <li>New Patient (F2)</li> <li>New Appointment (F3)</li> <li>New Encounter (F4)</li> <li>Receive Payment (F5)</li> <li>Scan Document (F6)</li> <li>Find Patient (F7)</li> <li>Find Appointment (F8)</li> <li>Find Encounter (F9)</li> <li>Find Payment (F10)</li> <li>Find Document (F11)</li> <li>Find Claim (Ctrl+Shift+C)</li> <li>Open Practice (Ctrl+Shift+O)</li> <li>Lock Practice (Ctrl+L)</li> <li>Daily Calendar (Ctrl+Shift+D)</li> <li>Weekly Calendar (Ctrl+Shift+W)</li> <li>Monthly Calendar (Ctrl+Shift+M)</li> <li>Full Screen (Ctrl+Shift+F)</li> </ul> <p class="textNormal"> For more information on this feature, refer to the help topic <b>Getting Started &gt; Understanding the Work Environment &gt; Using Keyboard Shortcuts</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14020">Patient Check-Out Process to Accept Payment and Print Receipts</a></span><br /> <span class="textNormal"><b>Area:</b> Payments</span> </p> <p class="textNormal"> You can now accept a payment and print a receipt directly from the appointment calendar. Simply right-click on an appointment and select "Receive Payment", enter the payment details, and you can print a walk-out receipt for the patient. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Using the Appointment Scheduler &gt; Using Other Scheduler Tasks &gt; Receiving a Payment and Printing a Receipt</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14444">Real-Time Patient Eligibility Checks</a></span><br /> <span class="textNormal"><b>Area:</b> Scheduling</span> </p> <p class="textNormal"> You can now perform real-time patient eligibility checks for hundreds of the nation's largest government and commercial insurance payers directly from within Kareo. There are two ways to do this. First, you can select the Check Patient Eligibility item from the Patients menu. This will display a task allowing you to select the patient, case, and insurance policy, then request a patient eligibility report. Kareo submits a real-time request with the payer's systems and returns an eligibility report that can be printed or saved to the insurance policy record for the patient. Second, you can access the same function at the time you are initially entering a new insurance policy for a patient. Using Kareo's real-time patient eligibility engine empowers you to make sure patients have valid insurance before scheduling the patient's visit, which helps reduce downstream claim denials and uncollectable accounts receivable. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Managing Patient Records &gt; Checking Patient Eligibility</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14920">Support for Anesthesia Billing Scenarios</a></span><br /> <span class="textNormal"><b>Area:</b> Encounters</span> </p> <p class="textNormal"> You can now use Kareo to bill for anesthesia providers. Use the Contract Details task to setup and configure fee schedules for anesthesia billing scenarios. Then use the new Encounters Details task to post anesthesia charges. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Setting up a Practice &gt; Setting up Contracts &gt; Entering General Contract Information</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14479">Redesigned Payment Posting Process</a></span><br /> <span class="textNormal"><b>Area:</b> Payments</span> </p> <p class="textNormal"> The payment posting process has been completely redesigned for faster data entry, advanced electronic remittance posting, and support for electronic coordination of benefits (COB) and secondary electronic billing. The new payment details task also allows you to view a complete log of financial transactions associated with each charge, and view and re-open settled charges, without ever leaving the payment details task. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Posting Payments</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="COB">Secondary Electronic Billing and Coordination of Benefits</a></span><br /> <span class="textNormal"><b>Area:</b> Electronic Claims</span> </p> <p class="textNormal"> Billing secondary insurance claims on paper is a hassle for most billers. Many payers require you to make copies of the primary insurance explanation of benefits (EOB) reports and attach them to paper claims sent to a patient's secondary insurance company. Electronic coordination of benefits (COB) is an industry standard, mandated by HIPAA, that is designed to eliminate this labor-intensive process and allow you to send all secondary claims electronically. Kareo now supports electronic coordination of benefits. You can use the new payment posting process to enter all remittance information reported by the payer, including allowed, paid, copay, coinsurance, deductible, claim adjustments and reasons, claim remarks, and more. Once posted manually or automatically using Kareo's ERA engine, the remittance information is submitted electronically to one or more secondary payers. This eliminates the need to make copies of explanation of benefit (EOB) reports to attach to secondary paper claims and empowers you send most secondary claims electronically. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Posting Payments</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="ERA">Enhanced Rules Engine for Automatic Payment Posting from ERAs</a></span><br /> <span class="textNormal"><b>Area:</b> Electronic Remittance</span> </p> <p class="textNormal"> The automatic electronic remittance and payment posting engine has been completely overhauled and vastly improved to provide more accurate automatic posting. The new automatic posting engine now properly supports denials, reversals, underpayments, overpayments, and other complicated electronic remittance scenarios. The system now captures and tracks electronic coordination of benefits information so that secondary insurance companies can be billed electronically. The new automatic posting engine also provides better exception and error handling reports for situations that require manual intervention. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Posting Payments &gt; Posting a Payment Automatically from an ERA</b> located in the Online Help and User Manual.</p> <p class="textNormal"> <span class="textSubhead"><a name="14068">New Format of Patient Control Numbers (PCN) on Claims</a></span><br /> <span class="textNormal"><b>Area:</b> Claims</span> </p> <p class="textNormal"> Kareo has transitioned to a new format for Patient Control Numbers (PCNs), the unique numbers associated with claims originating from the Kareo system, which are returned by payers and printed on Explanation of Benefit (EOB) reports or included with Electronic Remittance Advice (ERA) reports. It is important to understand the format of PCN numbers when manually posting payments from EOBs. The following is a short description of Kareo's old and new format for PCN numbers. <br />&nbsp;<br /> <li class="textNormal"> The Old Format  Prior to the January 2007 release, Kareo used a PCN format of "&lt;CustomerID&gt;K&lt;ClaimID>K9", for example, "123K314343K9", where "&lt;CustomerID&gt;" means the unique identifier for your customer account and "&lt;ClaimID&gt;" means the unique identifier for the corresponding claims in Kareo. It is important to note that you may receive responses from payers for several months that may include the old PCN numbers. To post payments towards encounters using the old PCN numbers, you may simply enter "K&lt;ClaimID&gt;", for example "K343434", in order to quickly identify the encounters and select the service lines to which to apply the payment. </li> <br />&nbsp;<br /> <li class="textNormal"> The New Format - Upon this release, Kareo now uses a PCN format of "&lt;EncounterID&gt;Z&lt;CustomerID&gt;", for example "314343Z123", where "&lt;EncounterID&gt;" means the unique identifier for the encounter and "&lt;CustomerID>" means the unique identifier for your customer account. Any new claims submitted or printed from the system going forward will include these new PCN numbers, so you may begin receiving EOB or ERA reports with the new PCN numbers within a week or two. To post payments towards encounters using the new PCN numbers, you may simply enter "&lt;EncounterID&gt;", for example "343434", in order to quickly identify the encounters and select the service lines to which to apply the payment. </li> <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Posting Payments &gt; Posting a Payment Manually &gt; Applying Payments from EOBs</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14498">Automatic Billing of Missed Copays</a></span><br /> <span class="textNormal"><b>Area:</b> Payments</span> </p> <p class="textNormal"> You can now track and bill for missed patient copays immediately once encounters are entered. If you have entered the copay due for each insurance policy associated with a patient, the system will automatically track the required copay when posting charges. The system is now capable of tracking patient responsibility, insurance balance, and total balance on each charge in the system. If a patient misses their copay, the system will automatically bill the patient for the missed copay concurrently with the insurance billing process. <br />&nbsp;<br /> For more information on this feature, refer to the relevant information under the help topic <b>Managing Patient Records &gt; Entering a New Patient &gt; Adding Insurance Policies to Patient Record</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="NPI">Enter and Track NPI Numbers for Providers and Groups</a></span><br /> <span class="textNormal"><b>Area:</b> Provider Numbers</span> </p> <p class="textNormal"> The HIPAA mandated deadline for transition to the National Provider Identifier (NPI) number is May 23, 2007. In order to support this industry standard, you now enter and track NPI numbers for provider, groups, and service locations in the system. Once entered, the NPI numbers will be submitted with electronic claims and printed on new CMS 1500 form (see below). To setup NPI numbers for your practice, enter the NPI numbers in the NPI field of practice, provider, service location, and referring physician records. </p> <p class="textNormal"> <span class="textSubhead"><a name="14531">Add Notes to Patient Accounts Directly from Patient Activities</a></span><br /> <span class="textNormal"><b>Area:</b> Patients</span> </p> <p class="textNormal"> You can now post notes to patients and specific charges directly from the Activities tab of the Patient record. To add a note, simply click the "Add Note..." button and a small panel will appear allowing you to type and post the note to the patient's account. Once entered, these notes will appear in the patient activity and claim detail transaction logs. <br />&nbsp;<br /> For more information on this feature, refer to the relevant information under the topic <b>Managing Patient Records &gt; Changing a Patient Record &gt; Viewing Patient Activities</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14066">Show Patient Alerts on Claims, Payments, and Patient Statements</a></span><br /> <span class="textNormal"><b>Area:</b> Patients</span> </p> <p class="textNormal"> The patient alerts system has been extended so that the alerts can also be displayed when viewing claims, payments, and preparing patient statements for a patient. To configure a patient alert to display for claims, payments, or patient statements, click the corresponding check box in the Alerts tab of the Patient record. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Managing Patient Records &gt; Changing a Patient Record &gt; Entering Patient Alerts</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14533">Tracking Productivity of Physician Assistants</a></span><br /> <span class="textNormal"><b>Area:</b> Encounters</span> </p> <p class="textNormal"> You can now track the productivity of physician assistants even though you may be billing claims using the provider numbers of another rendering provider. There is a new field named "Scheduling Provider" on the Encounter record. Use this field to select the physician assistant that rendered the medical service under the supervision of another rendering provider. Then continue to use the "Rendering Provider" field to select the provider that will appear on the paper and electronic claim. This will allow you to bill the claim under a rendering provider, while also tracking the productivity of the physician assistant, or other mid-level provider, internally within the practice. <br />&nbsp;<br /> For more information on this feature, refer to the relevant information in the help topic <b>Entering and Tracking Encounters &gt; Entering a New Encounter</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14534">Setup Default Fields for Entering Encounters</a></span><br /> <span class="textNormal"><b>Area:</b> Encounters</span> </p> <p class="textNormal"> You can now use the new Encounter Options task to configure data-entry defaults and other settings associated with charge and encounter entry. You can setup a default Scheduling Provider, Rendering Provider, Supervising Provider, and Service Location, which will be automatically populated for any new Encounters entered for the practice. You can also configure the procedure list by hiding or showing the procedure and diagnosis descriptions. <br />&nbsp;<br /> For more information on this feature, refer to the help topic Setting up the <b>Practice &gt; Managing Practice Options &gt; Configuring Encounter Options</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14528">Copy Fee Schedule from One Contract to Another</a></span><br /> <span class="textNormal"><b>Area:</b> Contracts</span> </p> <p class="textNormal"> You can now copy the fee schedule associated with any contract associated with your customer database to overwrite and replace the fee scheduled associated with any other contract. This enables you to enter a common fee schedule, such as a Medicare 2007 fee schedule, for one practice and easily copy it to any other practice associated with your customer database. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Setting up a Practice &gt; Setting up Contracts &gt; Copying a Fee Schedule from Another Contract</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14529">Setup Procedure Categories for Grouping Procedures on Reports</a></span><br /> <span class="textNormal"><b>Area:</b> Contracts</span> </p> <p class="textNormal"> You can now setup custom procedure categories for grouping procedures on various reports. To setup a new procedure category, select the menu item Settings &gt; Codes &gt; New Procedure Category. Once you're created a procedure category, you can assign any Procedure Code to that category by opening the Procedure Code detail task and setting the Procedure Category. Once you do this, you'll be able to use the "Group By" option on various reports to group by your custom procedure categories. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Setting up The Company &gt; Managing Codes &gt; Managing Procedure Categories</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="clarity">Improved Clarity of Scanned Documents Viewed On-Screen</a></span><br /> <span class="textNormal"><b>Area:</b> Document Management</span> </p> <p class="textNormal"> A few users have brought to our attention the poor clarity of scanned documented viewed on screen. Some of these users routinely use the document management system to enter charges directly from scanned documents viewed on screen. We have taken a close look at this issue and are pleased to announce that we have added new imaging enhancements that significantly increase the clarity of black and white documents viewed on screen. We have compared these new enhancements to other imaging programs, such as Adobe PDF, and we believe Kareo now offers screen image clarity comparable to other popular imaging programs. </p> <p class="textNormal"> <span class="textSubhead"><a name="rotate">Rotate Pages of Scanned Documents by 90 Degree Increments</a></span><br /> <span class="textNormal"><b>Area:</b> Document Management</span> </p> <p class="textNormal"> You can now rotate scanned documents by 90 degree increments. This allows you to rotate or flip documents that were scanned upside down or sideways so that you can properly view the images in the correct orientation on screen. To rotate a document, click on the Rotate button within the View Document task. <br />&nbsp;<br /> For more information on this feature, refer to the corresponding information in <b>Managing Documents &gt; Using the Document Viewer</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="15298">User Productivity Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new User Productivity Report shows important productivity metrics by user, including information on number of patients, appointments, encounters, charges, adjustments, payments, and more. The report spans across all practices associated with your customer database but you can also filter it by practice. You can filter by insurance company, insurance plan, payer scenario, batch #, metric. You can also group by metric or user. You can show columns for total only, months, quarters, or years. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14031a">Charges Summary Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new Charges Summary report shows a summary of charges over a period of time. You can select totals by post date or service date. You can filter by provider, service location, department, payer scenario, patient, batch #, procedure(s), or revenue category. You can group and sub-group by provider, procedure code, referring provider, revenue category, service location, department, and batch #. You can show columns for total only, months, quarters, or years. Once generated, the report also provides hyperlinks on the dollar amounts in each column. Clicking on a hyperlink launches the Charges Detail report to show the detailed charges that comprise the summary total. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14031b">Charges Detail Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new Charges Detail report shows a list of charges posted over a period of time. You can select totals by post date or service date. You can filter by provider, service location, department, payer scenario, patient, batch #, procedure(s), or revenue category. You can group by provider, procedure code, referring provider, revenue category, service location, department, and batch #. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14029a">Adjustments Summary Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new Adjustments Summary report shows a summary of adjustments over a period of time. You can select totals by post date or service date. You can filter by provider, service location, department, insurance company, insurance plan, payer scenario, payment type, patient, batch #, and adjustment code. You can group and sub-group by provider, adjustment code, service location, department, and batch #. You can show columns for total only, months, quarters, or years. Once generated, the report also provides hyperlinks on the dollar amounts in each column. Clicking on a hyperlink launches the Adjustments Detail report to show the detailed adjustments that comprise the summary total. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14029b">Adjustments Detail Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new Adjustments Detail report shows a list of adjustments posted over a period of time. You can select totals by post date or service date. You can filter by provider, service location, department, payer scenario, patient, batch #, and adjustment code. You can group by provider, adjustment code(s), service location, department, and batch #. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14039a">Denials Summary Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new Denials Summary report shows a summary of denials over a period of time. You can select totals by post date or service date. You can filter by provider, service location, department, insurance company, insurance plan, payer scenario, patient, batch #, adjustment code, and denial reason. You can group and sub-group by adjustment code, denial reason code, provider, service location, department, batch #, insurance company, and insurance plan. You can show columns for total only, months, quarters, or years. Once generated, the report also provides hyperlinks on the dollar amounts in each column. Clicking on a hyperlink launches the Denials Detail report to show the detailed denials that comprise the summary total. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14039b">Denials Detail Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new Denials Detail report shows a list of denials posted over a period of time. You can select totals by post date or service date. You can filter by provider, service location, department, insurance company, insurance plan, payer scenario, patient, batch #, adjustment code, and denial reason. You can group and sub-group by adjustment description, denial reason code, provider, service location, department, batch #, insurance company, and insurance plan. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14039b">Itemization of Charges Report</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> The new on-demand Itemization of Charges report shows a list of all charges associated with a patient case along with charges, adjustments, payments, and balance information on each charge. This report can be accessed on-demand directly from the Activities tab of the Patient record. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14067">Customization Option to Filter Reports by Procedure Code</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> You can now filter various reports by one or more procedure codes. For each report with a "Procedure Code(s):" customization option, simply enter a list of procedures codes or procedure code ranges. For example, entering "99201, 99203-99205, 67095" would filter the report by procedure codes 99201, 99203, 99204, 99205, and 67095. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Generating Reports &gt; Working with Reports &gt; Customizing Reports</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14010">Paging of Long Reports</a></span><br /> <span class="textNormal"><b>Area:</b> Reports</span> </p> <p class="textNormal"> A few of our users have reported trouble loading large reports in Kareo. We have taken a close look at this issue and decided to enhance our reporting engine to allow paging of long reports. For certain long reports, such as the Account Activity report, the system now loads only individual pages and provides next page, previous page navigation so that you can navigate amongst the pages of very long reports. This enhancement should mitigate the problems some users have experienced with very large reports. <br />&nbsp;<br /> For more information on this feature, refer to the corresponding information in the help topic <b>Generating Reports &gt; Using the Document Viewer</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14024">Support for New CMS 1500 Form with NPI Numbers</a></span><br /> <span class="textNormal"><b>Area:</b> Claims</span> </p> <p class="textNormal"> The Center for Medicare and Medicaid Services (CMS) and HIPAA have mandated a May 23, 2007 deadline for the healthcare industry to adopt the new National Provider Identifier (NPI) standard. As part of this new mandate, the CMS has provided specifications for a new CMS 1500 paper claim form to support NPI numbers. Kareo has added support for the new CMS 1500 forms. You can configure specific insurance companies to use the new CMS 1500 form by selecting the new form in the Paper Claims tab of the Insurance Company detail task. By default, Kareo will continue to use the old CMS 1500 form unless configured otherwise by each company administrator. <br />&nbsp;<br /> For more information on this feature, refer to the help topic Setting up <b>The Company &gt; Setting up Insurance Lists &gt; Adding a New Insurance Company &gt; Configuring Paper Claim Settings</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14022">Add Procedure Macros to Kareo Practitioner</a></span><br /> <span class="textNormal"><b>Area:</b> Practitioner</span> </p> <p class="textNormal"> You can now use procedure macros on Kareo Practitioner, the handheld application designed for mobile charge entry for physicians. Simply select a procedure macro when entering an encounter, and the system will add all procedures, modifiers, and diagnoses associated with a procedure macro. The procedure macros provide a shortcut for data entry. <br />&nbsp;<br /> For more information on this feature, refer to the help topic TBD located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14017">New Installer with Support for Non-Administrative Upgrades</a></span><br /> <span class="textNormal"><b>Area:</b> Installer</span> </p> <p class="textNormal"> The Kareo setup program has been improved to support non-administrative upgrades and a more automated upgrade process. This means that users do not need to have Administrator rights on your Windows PC in order to accept the automatic upgrade. The improvements also allow you to upgrade without having to walk through the entire setup program again. These changes should make installation and upgrades much more convenient and seamless for you. <br />&nbsp;<br /> For more information on this feature, refer to the help topic TBD located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14281">Support for UB-92 Claim Form for Physician Billing</a></span><br /> <span class="textNormal"><b>Area:</b> Claims</span> </p> <p class="textNormal"> You can now bill for physician charges on UB-92 paper claim forms. You can configure specific insurance companies to use the new UB-92 form by selecting the new form in the Paper Claims tab of the Insurance Company detail task. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Setting up The Company &gt; Setting up Insurance Lists &gt; Adding a New Insurance Company &gt; Configuring Paper Claim Settings</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="14361">Support for NY Medicaid Claim Form</a></span><br /> <span class="textNormal"><b>Area:</b> Claims</span> </p> <p class="textNormal"> You can now bill for physician charges on the NY Medicaid claim form. You can configure specific insurance companies to use the new claim form by selecting the new form in the Paper Claims tab of the Insurance Company detail task. <br />&nbsp;<br /> For more information on this feature, refer to the help topic <b>Setting up The Company &gt; Setting up Insurance Lists &gt; Adding a New Insurance Company &gt; Configuring Paper Claim Settings</b> located in the Online Help and User Manual. </p> <p class="textNormal"> <span class="textSubhead"><a name="other">Other Software Issues Resolved</a></span> </p> <ul class="textNormal"> <li>Improve Format of Daily Report (7682)</li> <li>Patient History Report Removed (164602)</li> </ul> </body> </html>