Use “Tasks” to Flag Items for Follow-Up
We have really started using the “Tasks” in Kareo when we need to renew PA, RX’s, etc.–anything that we have to flag. The task can be assigned to whichever employee is working on that patient/doctor, and when the date it’s due comes up, that employee is alerted when they sign into Kareo that day. It has saved us a lot of time – we no longer have to keep folders on our desks or paperwork in a separate “working file.” It’s all in one place now. This has really been a timesaver for our company.
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