Kareo Product Updates

Welcome to the Kareo Product Updates page! Here you will find the latest product updates, including new features and fixes as well as upcoming product enhancements

Got suggestions for new features? Send us your ideas here.

SEPTEMBER 2018

BILLINGENHANCEMENT

Contract Rate Enhancements

The practice now has the ability to view the expected allowed on reports to help audit their insurance payments.

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ENGAGEENHANCEMENT

Patient Intake Search

The patient intake search allows users to search by the patient's name or date of birth.

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PLATFORMENHANCEMENT

Protected Health Information (PHI) Disclaimer

To prevent patients from sending messages containing PHI, a disclaimer is displayed in the provider profile contact window.

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AUGUST 2018

ENGAGENEW

List of Patient Intake Pending Submission

The practice can now see a list of all pending patient intake that have not been submitted.

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PLATFORMENHANCEMENT

Patient Search Enhancement

The new patient search allows users to search by patient's date of birth.

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JULY 2018

BILLINGENHANCEMENT

Select Case on Charge Capture

Users can select a specific case to accurately bill when the patient has multiple cases.

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BILLINGNEW

Submit Missing ERA

Users can submit a missing ERA support ticket directly from the desktop application.

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PLATFORMENHANCEMENT

Select Insurance Case on Appointment

When creating a new appointment or editing an appointment, users have the option to select a case for a patient.

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MOBILEENHANCEMENT

Patient Broadcast Enhancement

Providers can now quickly create new patient groups, new message templates and edit existing templates.

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JUNE 2018

MARKETINGNEW

Patient Intake

You can now send electronic intake forms to your patients and receive them prior to their appointment.

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BILLINGENHANCEMENT

API Enhancements

Three new API services are available for integration.

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BILLINGENHANCEMENT

Add Same Procedure Code on Charge Capture

Users can add the same procedure code for different dates of service.

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BILLINGENHANCEMENT

Filter or Group by Department

The Key Indicator Summary Beta report can now group or filter results by Department.

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BILLINGENHANCEMENT

Enrollment Dashboard Enhancements

The enhanced Enrollments Dashboard has new statuses and activity history by payer with transaction types to quickly determine the enrollment progress.

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MOBILENEW

View Rx Eligibility

The new Rx Eligibility feature in the patient account tab will display the patient's medication coverage.

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MOBILENEW

Search and Display Patient Specific Medication Coverage and Cost

When a prescription is populated, the system will search the patient's formulary plan, display the formulary status, and if the drug has any coverage factors.

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MOBILENEW

Add Diagnosis Codes to a Prescription

Providers can now send a pharmacy up to two ICD-10 diagnosis with the new Diagnosis Code field.

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MOBILENEW

Medication History

Providers can now pull a patient’s medication history from Surescript.

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MOBILENEW

Scripts Enhancements

Providers can now see if a patient fills a medication that was prescribed electronically, respond to prescription change requests sent by the pharmacy, and initiate a cancel request of medication instead of calling the pharmacy directly.

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MOBILEENHANCEMENT

Patient Payments

With the integration of ID Tech card reads, taking payments is easier than ever.

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MOBILEENHANCEMENT

Patient Broadcast

Kareo Engage subscribers can send a Patient Broadcast to quickly and easily communicate important information to patients.

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MAY 2018

BILLINGENHANCEMENT

View Notes/Follow-Up Date on Unpaid Insurance Claims Report

This enhancement will help billers quickly view the last three notes added to a claim and the follow-up date when available on the Unpaid Insurance Claims report.

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BILLINGNEW

New Encounter Form Template

The new encounter form template (One Page Four Column Grid) will print procedures in four columns with a footer.

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BILLINGENHANCEMENT

Send Patient Statements Enhancements

This enhancement will help billers quickly sort and filter to prepare patient statements.

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BILLINGNEW

On-Demand Send Patient Statements

A new on-demand patient statements button has been added to the patient's account tab to allow the user to quickly send or email a patient statement to just one patient.

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CLINICALNEW

View Rx Eligibility

The new Rx Eligibility feature in the patient account tab will display the patient's medication coverage.

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CLINICALNEW

Search and Display Patient Specific Medication Coverage and Cost

When a prescription is populated, the system will search the patient's formulary plan, display the formulary status, and if the drug has any coverage factors.

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CLINICALNEW

Non-Administered Medication

Providers can now track medications that were not administered to a patient due to medical contraindication, refusal of treatment by patient, or treatment not available.

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CLINICALNEW

Reason for Rx

Providers can now send a pharmacy up to two ICD-10 diagnosis with the new Reason for Rx field.

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CLINICALNEW

Medication History

Providers can now pull a patient’s medication history from Surescript.

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CLINICALNEW

Filled Prescription

Providers can now see if a patient fills a medication that was prescribed electronically.

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CLINICALNEW

Change Rx Request

Providers can now respond to prescription change requests sent by the pharmacy.

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CLINICALNEW

Cancel Rx Request

Providers can now initiate a cancel request of medication instead of calling the pharmacy directly.

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CLINICALENHANCEMENT

Add Exceptions to Quality Measure

The enhanced Quality Measure report allows users to see which category patients fall under for a specific measure with the ability to add exception reasons for accurate reporting.

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CLINICALENHANCEMENT

New Bonus Measure

MIPS eligible clinician who uses a 2015 Edition Certified EHR can now add the bonus to the MIPS 2018 Advancing Care Dashboard.

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APRIL 2018

BILLINGNEW

Background Printing

The new background printing feature allows users to control the option to print CMS 1500 claims by default with a black and white background.

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MOBILENEW

Create eLab

We’ve added the ability to create eLabs directly within the mobile app.

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MARCH 2018

PLATFORMENHANCEMENT

Patient Alerts

The new "Select All" checkbox gives users the ability to quickly check all display options for a Patient Alert.

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BILLINGENHANCEMENT

Clearinghouse Report Comments

Users can now enter comments to all clearinghouse reports to add reminders or collaborate with other staff members.

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BILLINGENHANCEMENT

View and Search Adjudication Date

This new feature will help users quickly identify a missing or invalid adjudication date on the Find Payment screen.

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BILLINGENHANCEMENT

Edit Payment Notes

The Edit Payment Notes field now allows up to 1000 characters for more details relating to the payment.

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BILLINGENHANCEMENT

Search Claims by Service Date

This new feature will help users quickly search for claims by the service date on the Find Claim screen.

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BILLINGENHANCEMENT

Search Inactive Users

System Administrators can now quickly search for an inactive user’s account with the new search box.

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BILLINGENHANCEMENT

Patient Alerts

The new "Select All" checkbox gives users the ability to quickly check all display options for a Patient Alert.

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MOBILEENHANCEMENT

Create SALT Superbill

We’ve added the ability to SALT a Superbill within the mobile app.

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FEBRUARY 2018

CLINICALENHANCEMENT

Filter Note Types in the Notes Section of Patient Face Sheet

Providers have a new, quicker option for filtering long lists of clinical notes, and searching for a specific note or treatment plan.

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CLINICALENHANCEMENT

Improved Vitals Workflow in a Note

The number of mouse clicks to add vitals to a note has been reduced, saving you time.

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CLINICALENHANCEMENT

Import PDF and Other File Types from an Updox Direct Message

In addition to CCDA and PDF files, providers now have the ability to import Word Doc, TXT, JPEG, PNG, and TIF file types into Kareo via UpDox direct messaging.

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CLINICALNEW

Print Functionality on Quality Measures Report

The Quality Measures report now offers a Print button on the top right.

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MARKETINGCHANGED

More Control in Display of Provider Credentials

Provider credentials that are updated in the provider profile demographic section will be reflected in outgoing patient messages.

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MOBILEENHANCEMENT

Authentication Timer

We’ve added the ability to set a time interval where the app will not require authentication (Face ID/Touch ID/Pin Code) to make access to the application more convenient.

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MOBILEENHANCEMENT

Patient Account Transaction Log

Within a patient record, the account transaction log and summary is now available with the ability to filter by dates, transaction type, or provider.

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BILLINGCHANGED

Patient Statements Price Increase

Starting this March, all first page patient statements sent through RevSpring will be increased by $0.01 due to the postage stamp price increase.

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BILLINGNEW

ERA Copy to Practice

System Administrators can copy an ERA from one practice to another within the same account with the new Copy to Practice button in an ERA.

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BILLINGENHANCEMENT

Subscribed Missed Encounters

The Missed Encounters report filter now includes a preset "Yesterday" option to run on an on demand report.

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BILLINGCHANGED

ERA Adjustment Column

On an ERA, the column previously labeled as Not Allowed has been updated to Adjustments / GRP / RC.

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BILLINGENHANCEMENT

Encounters Detail Concurrency

Instead of just displaying Yes/No under the Encounters Details report, the report will now display the Encounter ID with the overlapping concurrency.

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BILLINGENHANCEMENT

Enrollment Wizard - Provider Number Validation

The Enrollment Wizard will validate a Group Provider Number in step 6 to ensure an NPI is not entered.

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JANUARY 2018

BILLINGENHANCEMENT

Enrollments Dashboard Enhancements

You will now have immediate access to the status of newly created insurances on the Enrollments Dashboard. We've removed the 24 hour waiting period and the 10 claim gating requirement. And we've added enhancements to the enrollments wizard.

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BILLINGENHANCEMENT

Re-order Procedure Lines on an Encounter

Now you can change the order of procedure lines on any individual encounter.

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BILLINGENHANCEMENT

Enable Daily, Automatic Claims Submissions

Now you can enable automatic claim submissions for each individual practice in an account. When enabled, automatic submissions will run daily at 8 a.m. and 8 p.m. PST.

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CLINICALNEW

Patient Facing Comment Field on All Labs

Providers now have the ability to provide patient facing comments on electronic labs and manual labs, as well as Imaging and Studies. Comments entered in this field become available in the Patient Portal to provide a patient friendly description of the result for the patient.

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CLINICALENHANCEMENT

New Direct Inbox Shortcut for Referrals

This new enhancement improves workflow and saves time by notifying the provider of incoming referrals/continuity of care documents (Updox direct messages) directly on the Agenda.

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CLINICALNEW

Clinical Quality Measures - QRDA Exports

Now you can download QRDA I and QRDA III files from the Clinical Quality Measures Report

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MARKETINGENHANCEMENT

Redesign of Surveys & Reviews Settings

Prior to these enhancements, the current design of our Surveys & Reviews page was causing confusion with customers. The new design offers a better experience and an easier to navigate design.

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DECEMBER 2017

BILLINGENHANCEMENT

Submit additional Diagnosis Codes on an Encounter

Kareo customers can now submit up to twelve unique diagnosis codes at the encounter level for each visit. Map up to four diagnosis codes per procedure line. Learn how to enable this new ability.

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BILLINGENHANCEMENT

Additional Phone Number Options for Patient Statements

Administrators can now set specific phone numbers (Contact #, Billing Contact #, or custom phone number) for both pay by phone and billing questions fields on internal printed and mailing house patient statements.

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CLINICALNEW

New Patient Comment Field on Studies/Imaging

Providers now have the ability to share comments on studies/imaging with the patient.

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CLINICALENHANCEMENT

Send/Export Referral Enhancements

Now providers may select to send either a Referral (for transitioning from a practice) or a Continuity of Care (for closing the referral loop).

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CLINICALENHANCEMENT

Forward Health Records from the Patient Portal

This new feature enhancement now enables patients to forward their health records to providers' and family members' regular email addresses from the patient portal.

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CLINICALENHANCEMENT

Patient Document Sharing

Patients can now send secure messages with attachments to a provider from the patient portal.

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CLINICALENHANCEMENT

CCDA Receive and Import Documents

This feature enhancement allows providers to import either Summary of Care documents, Referrals, or PDF documents directly into Kareo documents when receiving these materials from other providers.

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CLINICALENHANCEMENT

Patient Education Improvements

In addition to having the ability to print patient education materials while a patient is in office, the provider can now send electronic Patient Education materials to the patient as long as that patient has set up their patient portal.

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MOBILENEW

Assign and Reassign Clinical Notes

Added ability to assign and reassign clinical notes. This is available in the bottom toolbar when editing a note.

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MOBILEENHANCEMENT

Superbill - New Billing Claim Statuses

Added additional billing claim statuses to the Superbill section of the app. These statuses include: Submitted to Biller, Approved by Biller, Claim Billed, Claim Settled, and Not found in PM.

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MOBILECHANGED

Terms & Privacy Policy on Log In Screen

Moved Terms of Service and Privacy Policy to an implicit agreement upon log in to reduce taps required to log in.

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MOBILENEW

Preset Time Interval Between PIN or Biometric ID Authentication

Added new setting that allows a user to set a preset time interval between PIN or Biometric ID authentication; to help make access to the app more convenient, while maintaining security requirements.

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NOVEMBER 2017

BILLINGENHANCEMENT

Taxonomy Code Sync between Web Platform and Desktop Application

With this enhancement, user information is synced between the Kareo platform and desktop application. When adding a taxonomy code to a provider record in the platform, the TIN entered will auto-populate in the desktop application.

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MARKETINGENHANCEMENT

Same Day Online Appointment Requests

Providers now have the option of allowing patients to request same day appointments through the online Provider Profile. Enabling same day appointment requests is a great way to save additional time for your patients and practice staff.

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MARKETINGENHANCEMENT

Auto Publish Patient Reviews

Managing patient reviews has become easier with a new option to automatically publish positive patient reviews, making review management less cumbersome. With this new enhancement providers can enable Automatic Publishing and set a star threshold (1-5 stars).

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MOBILEENHANCEMENT

Apple Watch Enhancements

The Kareo PIN code is no longer required on the Apple Watch. It will use your app authentication in addition to your normal Apple Watch PIN to allow access. We have also updated the main menu to show a countdown of remaining visits today, plus more!

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MOBILEENHANCEMENT

Demographic Enhancements

As part of our 2015 Edition Certification requirements, a few changes have been made to the specificity of the Demographics information in the mobile application. This includes new fields such as sexual orientation, gender, ethnicity, etc.

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MOBILENEW

Use Last on Plan

A new ability to use last plan content from a prior note of the same type for a specific patient.

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CLINICALNEW

Emergency Access

In an effort to provide our customers with a secure technology platform that passes or exceeds government regulations, Kareo has added a new Emergency Access feature. This new emergency access privilege allows practice administrators to give members of their practice temporary admin permissions in the event of an emergency.

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CLINICALNEW

Bi-directional Transmission to Immunization Registries

The Immunization Registry allows a provider to maintain a more accurate patient chart with a patient's immunization history from the state registry.

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CLINICALENHANCEMENT

Clinical Decision Support (CDS) Improvements

Kareo has added a total of 8 new Clinical Decision Support (CDS) interventions! The new interventions can be found in the patient's Face Sheet and are indicated with pink highlighting at the top of the clinical references pane.

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CLINICALCHANGED

New and Updated Demographic Fields

As part of our 2015 Edition Certification requirements, a few changes have been made to the specificity of the Demographics information. This includes new fields such as sexual orientation, gender, ethnicity, etc.

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OCTOBER 2017

CLINICALNEW

Implantable Devices

A new requirement for 2015 Edition Certification is the recording of implantable devices, such as stents and pacemakers. These feature enhancements will help providers keep track of implantable devices for their patient and address any issues such as device recalls in a timely manner.

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CLINICALCHANGED

Portal.Kareo.Com Upgrades

In an effort to align with industry best practices for security and data integrity, portal.kareo.com will be upgraded to TLS 1.1 or higher on October 31, 2017. As a result, certain browsers will no longer be supported.

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MARKETINGENHANCEMENT

Pre-visit Reminders can be Suppressed for Telemedicine Users

This new feature enhancement benefits Marketing users who would like more flexibility with their appointment reminders, as well as Clinical users who leverage telemedicine such as the newly integrated Kareo Telemedicine.

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MOBILEENHANCEMENT

Note List Filters

This new feature enhancement provides a better customer experience around clinical charting in the mobile app. The mobile app now allows users to filter their notes list within a patient chart or the open notes list.

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BILLINGENHANCEMENT

Date Input Format Updated on Encounters and Payment Screens

For payment posting when entering the date from the payment screen, the biller no longer has to enter forward slashes in-between the numbers. For example, a date of 7717 entered in the post date field will auto-populate as 7/7/2017.

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BILLINGFIXED

AR Aging Report Unapplied Balance

This was a bug fix that we wanted to call out! Previously if you changed the report filter for locations from all locations to a specific location, the unapplied column would not show the amount. You can now view the unapplied amount on the A/R Aging Summary and on the A/R Aging Report once populated.

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BILLINGENHANCEMENT

Display Guarantor DOB and SSN Options

The Kareo Desktop Application will now allow for billers to capture guarantor information. From the patient record, two new fields for Social Security Number and Date of Birth are available when the guarantor checkbox is checked.

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BILLINGENHANCEMENT

Statements: Ability to See Total Statements Sent to a Patient

Any biller using statements will have complete visibility into the total number of statements ever sent to a patient. This new enhancement also allows for the biller to see whether statements being sent represent that number versus statements sent since the last payment.

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BILLINGENHANCEMENT

Updates to the Enrollments Wizard

The enrollments wizard has been updated with new features to enhance the enrollments process. Throughout the enrollments journey will be a series of prompts and data validation points, allowing for Kareo to capture valuable information up front to reduce insurance denials.

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BILLINGNEW

Kareo Telemedicine

We launched our new telemedicine solution which will allow Kareo providers to conduct secure, HIPAA-compliant video consultations with new and existing patients.

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SEPTEMBER 2017

CLINICALNEW

Export Your Patient Data

We've automated the process for retrieving reports on your patient's Summary of Care. Now you can request the report from within Kareo, and customize the date range and delivery date of the report.

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MARKETINGCHANGED

Message Notifications for Online Appointment Requests

To improve communication between the practice and patient, Kareo will display message notifications to alert Office Staff users of online appointment requests. The message notification creates greater visibility and will help ensure you don't miss a request if you're not in the habit of checking your Tentative Appointments...

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MARKETINGENHANCEMENT

Time Zone Display on Appointment Reminders

Kareo has adjusted our appointment reminders to include the time zone of the provider, as providers may be seeing patients that don't reside in their local time zone. The provider's time zone will display on both email and text reminders

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MARKETINGCHANGED

Shorter Text Messages

Kareo has reduced the length and character count on text messages we send to patients as an introduction, and text messages to remind patients of appointments.

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MARKETINGFIXED

Removed "Dr." from Appointment Reminder Success Page

The Appointment Confirmed page will now display the full name and credentials of the provider. Kareo understands that not all providers are doctors, and the standard use of Dr. could cause confusion for patients.

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MARKETINGCHANGED

Public Testimonials Now Required on Surveys

Frequently, patients will fill out surveys without adding a testimonial. By making the testimonial section required, we collect more feedback for providers, and eliminate the frustration of 5 star reviews that cannot be published when no testimony was written.

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BILLINGENHANCEMENT

Encounter 24 Hour Time Entry

This feature enhancement allows any given practice to choose between a 12 hour or 24 hour time format for encounter data entry. This will allow practices to input 24 hour time format for encounter procedure start times and end times, as requested by Billers.

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BILLINGCHANGED

Care360 Rebranding to Quanum

Quest is rebranding their Care360 name to Quanum. Moving forward, we will have a new look and feel on the login screen where Care360 customers will now see "Quanum Practice Management" upon login to the desktop application.

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BILLINGCHANGED

TriZetto Migration ERA Payment Posting Restriction

This restriction affects Billing customers who must complete final actions to re-route remits from Change Healthcare (formerly Capario) to TriZetto.

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BILLINGENHANCEMENT

Encounter Details Report: Concurrency Flag Addition (for Anesthesia Billing)

The Encounter Details Report now provides information for the Biller to identify concurrency and the number of concurrencies. Whenever the "start" and "end-time" is used on an encounter, that data will show on the Encounters Detail Report, along with the indication...

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BILLINGENHANCEMENT

Show Appointment Status on PM Calendar View

Kareo has added specific colors to represent the appointment status for all patients scheduled in the Desktop Application. The appointment status colors can be seen on the Daily Calendar view, Workweek Calendar view, and the Weekly Calendar view.

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BILLINGCHANGED

New Navigation Buttons Added

We've added a new, easy way to navigate back to "Today" in the Daily Calendar view, and "Current Week" in the Workweek Calendar view.

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AUGUST 2017

BILLINGENHANCEMENT

Patient phone information visibility in the Desktop Application

Mobile device numbers can now be found on the find patients screen and the appointment details report.

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MARKETINGNEW

Direct SMS Messaging

To improve communication between the practice and patient, text messages can now be sent directly from the New Message screen of Kareo's Message Center to any patient with a mobile phone number. This lets Providers, Clinical Assistants, and Office Staff communicate easier with patients regarding upcoming appointments, office announcements, etc.

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MARKETINGNEW

Online Presence - Monitor 7 Additional Healthcare Directories

We now provide you the ability to monitor 7 additional healthcare directories to optimize your online presence and grow your practice. Take a one-time action to begin monitoring these directories.

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MARKETINGNEW

Kareo Appointment Booking URL added to Google

Google's provider listings have started to pick up and list appointment URLs. This means that appointment booking will now be available through Google and will make it easier for patients to book an appointment with a provider's practice.

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CLINICALENHANCEMENT

New Clinical Note Sections - Goals and Health Concerns

Two new clinical note sections are available for tracking goals and health concerns from one visit to the next. The Goals section and Health Concerns section have been added to H&P clinical notes and can be optionally added to other note types.

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MOBILENEW

Background App Loading

Kareo will now automatically sync practice settings and clinical resources in the background, greatly reducing load time in-app upon login, opening a patient record, etc. There is also a new settings panel, should you ever need to initiate a sync manually.

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MOBILENEW

Clinical Note Section Enhancement

Kareo mobile now offers the ability to add clinical note sections to non-clinical note types and vice versa.

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MOBILEENHANCEMENT

Support for Calendar Intervals

Kareo mobile will now respect your calendar interval setting when creating and viewing appointments.

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MOBILEENHANCEMENT

New "Recently Signed Off" Labs/Studies Filter

When reviewing your global labs/studies tasks, there is now a new filter titled “Recently Sign Off.” This filter will contain labs/studies that have been signed off within the last 24 hours.

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PLATFORMENHANCEMENT

Printing Encounter Form for a Single Patient

Designed with busy practices in mind, this new enhancement allows for Kareo users to print individual encounter forms! Quickly open the appointment from the Agenda or navigate to the Calendar directly, and print an encounter for any individual patient regardless of walk-in or scheduling status.

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JULY 2017

MOBILENEW

Quick Access to Patient's Contact Information

Mobile users can now more easily skim appointment details, and then take the appropriate action more quickly. We have added the ability to quickly access a patient's contact information; one tap away from the appointment details.

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MOBILEENHANCEMENT

Easily Change Appointment Status

Mobile users can now move appointments along the normal patient workflow with a simple tap. Similar to how it works on the web, the patient status can be moved through these states: Scheduled, Arrived, Waiting, Roomed, Checked Out, Follow-up Confirmed.

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MOBILENEW

Manage Patient Rooms

Users can now select from their list of patient rooms, or view the patient room on the Appointment Details screen. This information is key to front-desk and scheduling workflows, as well as for reference by physicians and clinical staff.

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MOBILEENHANCEMENT

Multi-Resource Calendars

The ability to view multiple calendar resources at once has been a commonly requested feature for the last two years due to the app's expansion from provider-only to all staff roles. Previously, only one resource could be viewed at a time.

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MOBILENEW

Mobile Care Checklist

The care checklist is used to document specific measures that a patient requires based on their age, sex, problems, etc and is critical to attesting for certification or certain measures. Users should be viewing, acting, and then marking off these miscellaneous tasks within the patient record or the note. Now, they can do this process while charting on the mobile app.

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PLATFORMENHANCEMENT

Appointment Encounter Forms - New Way to Order Printouts

Now you can print and order encounter forms by last name or by appointment time in the web platform. This makes it easier for providers and front-office staff to find a patient's encounter form within a stack of print-outs.

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PLATFORMENHANCEMENT

Improved Patient Transactions Table

We've added filters to the transaction history table to make it easier to navigate and quickly locate past transactions.

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CLINICALENHANCEMENT

New Comment Boxes on Imaging Studies

In addition to being a required function for 2015 Edition Certification, this project allows our customers to more effectively communicate about an imaging study internally and with patients via the patient portal. Imaging Studies will have two new fields, Internal Comments and Comments shared with patient.

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CLINICALNEW

MIPS Quality Measures Dashboard

The MIPS Quality Measures Dashboard monitors a provider’s progress toward the reporting of the Quality category of the MIPS program. The Quality category is one of the third MIPS categories that determine a provider’s overall score for Medicare reimbursement.

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BILLINGENHANCEMENT

Claims List to Show Payer Type

Now you can view whether the claim has been billed to Primary or Secondary insurance on the Find Claims screen.

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BILLINGENHANCEMENT

Clearinghouse Report - New Bulk Review

Kareo has provided a new way for billers to review clearinghouse reports in bulk! We have simplified the workflow allowing billers to multi-select reports and mark them as reviewed, saving time and reducing clicks.

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BILLINGENHANCEMENT

Appointment Encounter Forms - New Way to Order Printouts

Now you can print and order encounter forms by last name or by appointment time. This makes it easier for providers and front-office staff to find a patient's encounter form within a stack of print-outs.

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BILLINGENHANCEMENT

Patient Statement Workflow Enhancements

The statement billing sequence will populate on step 1 of each statement batch, providing clarity and flexibility to users when defining how a batch of statements can be sent. The patient account and claim ledger will reflect the selected billing options accordingly.

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BILLINGENHANCEMENT

Patient Eligibility Enhancements

Kareo has provided a new way to check eligibility using the patient’s date of service either from the appointment screen or the patient record.

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JUNE 2017

MOBILEENHANCEMENT

New Landscape Orientation on iPhone

We've added support for landscape orientation on the iPhone.

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MOBILEENHANCEMENT

Clarified Dates

All dates in the application now have clear labels to indicate the type of date.

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MOBILEENHANCEMENT

Updated Banners

Patient alert banners can now be tapped to expand or contract and alert banners have been updated to match the web-app.

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MOBILEENHANCEMENT

Updated Patient History Picker

The history picker is now more functional with a simple search and select UI rather than the previous tile layout.

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MOBILEENHANCEMENT

Improved Navigation to Tasks

Tasks are in individual buckets so each task is easier to access.

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MOBILEENHANCEMENT

New Patient Chart Interface

The patient chart is now a split view, meaning it has two independent scrolling views side-by-side for easier viewing and navigating. Plus, patient balances and last visit information is visible in the patient chart.

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CLINICALNEW

MACRA Advancing Care Dashboard

We are launching two reports and dashboards that have been created for the incentive program for MIPS and MU.

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PLATFORMENHANCEMENT

Patient Intake Forms

Kareo has Patient Intake capability for any customer using our Kareo Platform and taking advantage of our appointment reminder functionality. We’ve better exposed and explained the forms so patients can set it up and take advantage of its capabilities.

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BILLINGNEW

Claim Rejection Self Service

Clearinghouse rejection reports now have hyperlinks to articles on our Help Center with instructions on how to correct rejections. And the Edit Claim window will have a “Fix Rejection” button that will provide hyperlinks to these articles on our Help Center.

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BILLINGENHANCEMENT

Provider Settings Warning

In the past, when someone within a practice made changes to Provider Settings, the edits negatively impacted claims sent to insurance companies. We now provide a warning confirmation that changes could impact claims, to prevent any surprises and bring awareness to the potential ramifications.

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BILLINGENHANCEMENT

PM Setup Wizard Zip Code Lookup

With the TriZetto migration, one thing that bubbled up was that zip code extension (4 Digit) was not treated as a “lookup” function. This created a “Zip-code Invalid” rejection. As such, we have updated the PM Setup Wizard to automatically perform a zip-code lookup.

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BILLINGENHANCEMENT

New Group Enrollment

This important functionality provides pertinent information to the Kareo enrollment team during setup. The Enrollment Wizard will now differentiate between Group vs. Individual enrollments.

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BILLINGENHANCEMENT

Notes Show on Authorization List

This feature enhancement addresses instances when customers add any authorizations or add a list of them for patients. Now we have a “notes screen” column that will show notes added to the patient authorization.

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APRIL 2017

CLINICALFIXED

Note Type Section Order when Changing Note Types

This fix resolves a problem that occurs when an open note is changed to a custom note via the note type drop-down. When changing the default note to a custom note, the note sections (CC, Subjective, Allergies, etc.) are not in the proper order. Now, custom note sections will always maintain their assigned order.

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CLINICALCHANGED

Improved Kareo Rx Coupon Text Messages

The design of the coupon SMS messages was improved for a better patient experience and redemption rate. The SMS message was simplified to clearly show the message comes from the patient's doctor, and given an official-looking drug coupon with a shortened URL.

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MARCH 2017

CLINICALNEW

Improved Template Defaulting in Clinical Notes

This new feature will allow users to explicitly pick a "default" template instead of always using the last one. The default template selection persists throughout the note.

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CLINICALNEW

Improved Clinical Note Autosaving

Providers reported their clinical notes were not saving when they got timed out of the system. Clinical note data loss is a big detractor for providers, even if it happens infrequently and can lead to loss of productivity and worse, lost/ forgotten information that can negatively impact patient care. Kareo now ...

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CLINICALNEW

Kareo Rx Saver Enhancements (Twice as many pharmacies)

We have added support for independent pharmacy coupons by popular demand. This is in addition to all of the retail pharmacy coupons already supported from the initial Rx Saver launch in October 2016. This means your patients will now have access to drug coupons for twice as many pharmacies.

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CLINICALNEW

Kareo Rx Saver Enhancements (Quickly compare pharmacies)

Quickly compare additional pharmacies to provide your patients' with the best drug price. If you or your patient is dissatisfied with a particular pharmacy's drug price, click Check for Lower Prices. The Pharmacy Search window will open with the patient's Zip ...

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CLINICALNEW

Kareo Rx Saver Enhancements (Patient coupon Improvements)

Kareo has implemented patient coupon improvements by allowing the printable coupon to be reformatted for easier readability.

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BILLINGFIXED

Resolved Denial Data Mismatch

We fixed a bug where there was a mismatch between the total count of denied claims in Kareo PM versus the daily KPI report and Reports Dashboard. When a denied claim was reopened and a new follow-up date was set, the claim status changed to Pending Insurance and moved out of the denial queue, ...

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BILLINGFIXED

Description for TriZetto (formerly Gateway) Adjustment/Denial Code Reasons & Remarks

Recently the adjustment/denial code reasons and remarks from TriZetto contained obscure, unhelpful codes such as "CO-45". Kareo saw a need to enhance our electronic remittance advice (ERA) report to include ...

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MARKETINGNEW

Improvement to Inbound Patient Messages - No Message Left Behind

When a patient replies to the automated email from a provider's account, the message goes to the provider's message center. This can lead to unread patient messages because a provider may not log in and check messages as regularly as front office staff. Kareo has now ...

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MARKETINGNEW

Message Center Search

Message Center search was based on overwhelming feedback received through customer feedback. By allowing customers to search by patient they can reference past messages that may have to do with patient care, missed appointments, etc. You can now easily manage past and present patient communication with the sear...

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MARKETINGNEW

Automated Birthday Emails

Birthday emails are an easy way for providers to engage with patients yearly. The automated birthday feature is a good opportunity to remind patients their provider or the provider's practice is thinking about them. Birthday emails have been shown to drive more visits to a provider practice and increase patient...

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MOBILENEW

Document Annotation Enhancements

Previously, to annotate a document, you had to upload it on a mobile device, and you only had one shot to do it during the upload process. With this update, any image in your documents can be annotated. Now you can upload images from the web, PM, or mobile and annotate them all on an iPad or iPhone.

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MOBILECHANGE

Document Sorting Changes

Documents were previously sorted by "Name A-Z" by default. Our customers expressed that they would like to view documents by most recently updated/uploaded. In this update, the default document sort will be Most Recent, although the sorting can be changed to Name A-Z if desired.

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MOBILECHANGE

Fee Schedule Integration in Mobile Charge Capture

When using charge capture, the app will now fetch your matching fee schedule values set in the PM given the procedure being performed for a specific payer. This will allow for more precise code capture with less mistakes.

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MOBILEFIX

Document Sizing & Performance

iPhone and iPad cameras are really high quality now and documents that our customers upload via their photo album or mobile camera are really large (3-5 MB per image). These documents take up unnecessary space, quickly reaching the upload limit as well as causing performance issues while ...

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FEBRUARY 2017

MOBILENEW

New E-Prescribing Workflow

We've revamp the most used portions of our app: the workflows for prescribing medication and for adding historical patient medications on iPhone or iPad. Our main goals were to reduce the number of taps required to perform these actions, and to improve the UX consistency between web and mobile in this workflow.

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MOBILECHANGED

One-Touch Usage of Drug Favorites

Drug favorites has been revamped to be available right at the beginning of the workflow. Selecting a drug favorite will fill out every available saved field in a user's favorite.

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MOBILENEW

Preferred Pharmacy Support

The mobile app will now incorporate a patient's preferred pharmacies when prescribing. The drug form will now pre-populate the first ranked pharmacy. Tap the pharmacy name to open a quick menu that allows for easy switching between multiple preferred pharmacies.

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MOBILECHANGED

Improved Pharmacy Search

Pharmacy search on iPad has been enhanced to include map-point-based navigation and as an aid in visualizing location of pharmacies.

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MOBILENEW

Rx Saver Integration

Providers will now be able to send drug coupons via text or email directly in the app in-flow while prescribing, or from a patient's medication section. Drug pricing is now also available in pharmacy search and in the prescription workflow. Lastly, we have implemented a "Price Check" feature, that allows a...

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KAREO CLINICAL

Non-Clinical Notes Enhancements February 23 2017

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Non-Clinical Notes Enhancements February 23 2017

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