Kareo has released several enhancements to address known usability issues with real-time insurance eligibility checks. You can now submit eligibility checks for an individual provider or a group practice. You can now perform eligibility checks for specific types of medical services by selecting a service type code. You can also access eligibility enrollment forms from our website that may be required by some payers. Start using this powerful feature today to save time and verify insurance benefits before you see patients. For more information, check out the Kareo Real-Time Eligibility Feature Guide.

• Simplified Claim and Provider Number Settings
• New Documents To Do Item on Open Practice Dashboard
• New Taxonomy Code Setting for Practices
• New Customization Options for A/R Aging Reports
• New Customization Options for Provider Utilization Report
• New Customization Options for Adjustment Summary Report
• Show Diagnosis Name on Encounter Details
• Fix Blurry Workflow Graphic on Practice Home Dashboard
• Fix Authorizations from Scheduler
• Fix Authorizations End Date for Encounters
• Fix Permissions for Insurance Plans

Kareo has introduced a new method of configuring the tax ID, National Provider Identifier (NPI), and other provider and group numbers that are used for formatting electronic claim submissions and paper claim printing. The new claim and provider number settings are vastly simplified and designed to make it quick and easy for customers to configure and begin sending claims for new practices. The new settings also eliminate the dependency on legacy provider and group numbers that have been replaced by the group and individual National Provider Identifiers (NPI). Initially, the new claim and provider settings will be offered only to new customers that sign up for a Kareo account on or after November 7, 2009. But within a few months, Kareo will transition existing customers to this new claim and provider number settings. If you are an existing customer and you are interested in transitioning to the new claim and provider number settings now, please email [email protected] and our support team will transition your account to the new settings. For more information on the new claim and provider number settings, check out the Kareo Claim Settings Guide.

Kareo has added a new item to the To Do List displayed on the Select Practice to Open screen that alerts you to any new documents you've received in the practice. This may include new documents that have been scanned or faxed into your practice. Clicking on the New Documents hyperlink will open the selected practice and take you directly to the list of new documents.

Kareo has recently learned that certain commercial insurance companies now require a group taxonomy code to identify the medical specialty of the practice. Kareo had already included a field on the provider record to identify the provider taxonomy code. But you can now set the group taxonomy code for the practice by selecting the menu item Settings > Practice Information and clicking the Specialty button.

Kareo has several new customization options for the A/R Aging Summary, A/R Aging by Insurance, and A/R Aging by Patient reports. All three reports now offer four options for aging, including First Billed Date, Last Billed Date, Post Date, and Service Date. The A/R Aging by Patient and A/R Aging by Insurance reports both now show a Credits column and provides new Balance filters including Less than $0 and $0-$10.

Kareo now enables you to filter both the Provider Utilization Report and the Unscheduled Analysis reports by Appointment Type, including the options All, Patient, and Other. This helps limit your analysis of provider schedules by appointment type.

Kareo now offers new options for the Adjustment Summary report. You can now group and filter by Procedure Code and the totals include hyperlinks that let you drill-down to the Adjustment Detail report.

Kareo now lets you hover your mouse over the diagnosis code columns on the Encounter Details screen in order to see the full diagnosis code and description.

Kareo has fixed a problem that caused the business office workflow graphic on the Practice Home dashboard to appear blurry.

Previously, the authorization field from an appointment was not copied to an encounter when right-clicking on the appointment and selecting Create Encounter.... This problem has been fixed.

Kareo has fixed a problem that prevented the selection of an Authorization from an Encounter when the Service Date was the same as the End Date of the Authorization.

Kareo fixed a problem with the Edit Insurance Plan permission that had allowed unauthorized users to modify an insurance plan.