Fee Schedule Import Wizard, Credit Card Processing, Email & Chat Support, Plus Fixes

In this release we are excited to announce two new features to improve collections and save time plus expanded customer support and several fixes. The Fee Schedule Import Wizard makes it very easy to import any standard fee schedule or insurance contract fee schedule. The Integrated Credit Card Processing service enables you to collect credit card payments in person or over the phone and is now available to all customers. In addition, Email and Chat Support are now included with all subscription levels, at no additional charge, so that we can better serve you. Please read on for more details...

Fee Schedule Import Wizard

By keeping your fee schedules up to date, you can make sure you get paid correctly by insurance companies. Insurance contracts can change on an annual basis. This makes manual data entry of fee schedules very time consuming. To help you get paid correctly, we are happy to introduce the Fee Schedule Import Wizard which guides you step by step through the process of uploading fee schedules or copying them from another contract. The wizard works for both standard fee schedules and insurance-specific contracts and you have options to add, replace or delete fees. We’ve also included a fee schedule template to help you organize the data for import. For more information on accessing the Fee Schedule Import Wizard, see Contracts in the Kareo help files.

Integrated Credit Card Processing (Now Live!)

The new Integrated Credit Card Processing service improves patient collections, reduces your days revenue outstanding and saves you time in collecting patient payments. Simply input credit card information or use a USB credit card reader attached to your computer to swipe a credit card presented in the office. This service is the first of three phases to expand integrated payment processing. In future releases, we will offer a self-service portal for patients to make electronic payments online and the ability to set up automatic payment plans. To enroll in the Integrated Credit Card Processing service, please contact enrollments@kareo.com. For more information on how to post a credit card payment, see Manual Payment Posting in the Kareo Help files.

Email and Chat Support for All Plans

Regardless of your subscription level, you now have access to both email and chat support.

• Email: You can email questions to support@kareo.com. Or, submit and track a support case through the Kareo application: Click Help > Submit Support Case in the top menu.
• Chat: To start a chat session, go to www.kareo.com and click Chat Online Now in the top right corner of the window. Chat is available from 6:00am until 5:00pm Pacific Time, Monday through Friday.

Updated Training Videos, Guides and Help Files

In this release, we have made significant updates to the training videos, guides and help files. To access the updated training videos, visit the Kareo Training Videos page at www.kareo.com/support/training. To access the updated user guides, visit the Kareo Guides page at www.kareo.com/support/guides. To access the updated help files, open the Kareo application and select Help > Kareo Help from the menu.

Updated Training Videos

• Self-Paced Course - New Biller - Getting Started
• Self-Paced Course - New Biller - Core Skills
• Self-Paced Course - New User - Office Staff
• Self-Paced Course - New User - Physicians

Updated Guides

• Implementation Guide for Company Administrators
• Business Office Quick Start Guide
• Medical Office Quick Start Guide
• Payment Posting Guide
• Kareo Security Group Template

New Guides

• Integrating Kareo with WebPT EHR

Updated Help Files

• Fee Schedule Import Wizard
• User Roles and Security Groups
• Manual Payment Posting – Enter Payments from Credit Card

Fixes

In this release, you'll find the following fixes in response to customer feedback:

Claims

• The Submitter Number field has been expanded to allow up to 10 characters. This field is located in the Override Claim Settings window under "Show advanced settings."
• In the Override Claim Settings window, selecting "Override practice address" and "Override practice name" will now apply to paper claims.
• In the Find Claims window, unassigned claims will now be listed with the Status of "Unassigned."

Insurance Plan

• In the Patient Responsibility section of an insurance plan, the Copay and Deductible fields have been removed for clarity since different patients on the same plan may have varying copays and deductibles.

Reports

• The Patient Insurance Authorization report now shows correct number of visits remaining.
• In the A/R Aging by Patient report, if an unapplied amount is zero or blank, the "Last Paid" date appears correctly.
• The Missed Copay report now accounts for payments that were posted and applied through the Payments window.
• In the Contract Management Detail Report, the "Srvs Date" (service date) now correctly displays as the date of the procedure.

Payments

• The Payment Receipt report now includes a new line item: Payments Applied to Other Accounts.
• On the Payment Receipt report, line items Total Due by Patient, Adjustments to Account and Remaining Balance Due by Patient are now calculated correctly.

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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