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Release Notes March 2021

Updated: 04/16/2021
Views: 1742

On March 18, 2021, your Kareo account will be upgraded to the latest version.


Billing General Improvements

  • Kareo was updated with the new CPT codes for the monoclonal antibody treatment of COVID-19 that go into effect February 9, 2021. Visit the FDA and CMS websites for more information. 
  • The Patient Portal now supports Apple Pay, Google Pay, and Microsoft Pay for Stripe activated customers. Feature available by the end of March 2021.

Billing Resolved Issues

  • Fixed an issue where users received an exception error upon Kareo sign in
  • Fixed an issue where claims submitted electronically were missing clearinghouse tracking numbers
  • Fixed an issue where users intermittently received an error message logging into or navigating Kareo
  • Fixed an issue where users received an error message when attempting to check eligibility
  • Fixed an issue where encounters with Office as the POS could not be approved
  • Fixed an issue where claims acknowledged and being processed by the clearinghouse were erroneously updated with a rejected status
  • Fixed an issue where users experienced intermittent latency and errors in the insurance company settings
  • Fixed an issue where superbills sent from Practice Fusion did not create draft encounters in Kareo

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Quality Measure Reports Archiving Policy

April 16, 2021 Update: The effective date has been moved to May 20, 2021.

Effective April 22, 2021, Quality Measure Reports will archive every night after business hours. The new archiving policy ensures providers are only retaining important versions of the Quality Measure Reports. All archived reports will be removed from the Queued Reports page and access to the report's patient list feature will no longer be available. If necessary, providers can search for and view a summary of the archived report.

The following Quality Measure Reports will not be archived:

  • Reports marked as submitted
  • Reports with a saved note
  • Reports with the status of Running or Waiting
  • Three of the most recent report

To ensure Quality Measure Report(s) used to attest with is not archived, mark the report(s) as submitted before April 22, 2021. Once marked as submitted, the report(s) will remain on the Queued Reports page and allow providers to continue to view the patient list with additional details.

Mark as Submitted

After the QRDA III file is successfully uploaded using, mark the status of the report as submitted.
  1. Hover over the Clinical icon and click on Quality Measures. The Quality Measures page opens.
  2. Click Open Quality Measure Report. The Queued Reports page opens in a new browser.
  3. Click the notepad icon of the submitted report. The Submission Status/Notes pop-up window opens.
  4. Click to select "Submitted".
  5. Enter applicable notes.
  6. Click Save changes when finished.

Treatment Plan: Patient Signature in Patient Portal

Kareo's Treatment Plans allow providers to build comprehensive treatment plans for their patients and can now capture the patient signature via the Patient Portal. This gives the patient the ability to review and sign their tailored treatment plan at their own pace.

In order for the patient to sign the treatment plan via Patient Portal:

  • Invite the patient to the Patient Portal
  • The patient must activate the Patient Portal after receiving the email invitation
Create Treatment Plan
  1. Create a treatment plan.
  2. Click to select "Capture via Patient Portal".
    Note: Only the patient signature can be captured in the Patient Portal. Capture additional signatories via paper copy or in-office.
  3. Click Save when finished. Advise the patient to log into the Patient Portal to sign their treatment plan.
Patient Experience: Sign Treatment Plan
  1. The patient opens in a web browser. The Patient Portal page opens.
  2. Patient enters their Email and Password. Then, clicks Sign in. The Dashboard opens.
  3. Patient clicks View Documents. The Documents page opens.
  1. Patient clicks Signature Requested. The Treatment Plan page opens.
  1. Patient reviews the treatment plan details. Then, types their name in the designated field to electronically sign the form.
    • To save a copy of the treatment plan, click Download.
  2. Patient clicks Sign when finished. The patient signature is captured in the form. In Kareo, the patient signature populates in the treatment plan and the status changes to In Progress.
Email Notification

Feature available by the end of March 2021.

The patient receives an email notification requesting a signature after the provider saves the treatment plan.

Treatment Plan: Share in Patient Portal

When the patient signature is captured in the Patient Portal, the treatment plan is automatically shared. Providers can choose to share treatment plans that were not automatically shared or remove access to shared treatment plans.

Note: Treatment plans with a Draft status cannot be shared.

Share Treatment Plan
  1. Open a treatment plan.
  2. Click to select "Share on Patient Portal".
    Note: Shared treatment plans does not include progress or closing comments.
  3. Click Close when finished. The treatment plan is viewable in the portal.
Patient Experience: View Shared Treatment Plan
  1.  Patient signs into the Patient Portal with their Email and Password. The Patient Portal page opens.
  2. Click View Documents. The Documents page opens.
  3. Click View to open the treatment plan.

Treatment Plan: Goal and Objective Timeline

Assign a timeline for goals and objectives to create an actionable treatment plan for patients. Providers can add a target date for patients to achieve their goal(s) and objective(s). Once achieved, providers can add the completion date to track the progress of the treatment plan.

Add Target Date
  1. Create a treatment plan.
  2. Select the Target Date for the Goal and/or Objective.
  3. Click Save when the treatment plan is finished.
Add Completed Date
  1. Open the treatment plan.
  2. Click +Completed Date next to the completed Goal or Objective. The Completed Date field opens.
  3. Select the Completed Date.
  4. Click Save.
  5. Click Close when finished.

ePrescription: Order Durable Medical Equipment

Providers can now electronically order durable medical equipment (DME) and supplies. In addition to ePrescribing new DME or supplies, providers can electronically process renewals request, cancel orders, respond to change request, create drug favorites, and pull medication history for DME and supplies.

Note: This feature is currently limited to diabetic supplies and equipment. eRx packaged drug classes (e.g., crutches, walkers, and etc) are not available to prescribe electronically.

Feature available by the end of March 2021.

ePrescribe DME or supplies
  1. Create a new prescription.
  2. Enter the name of the DME or supply to return a list of matches. Select the desired DME or supply from the list.
  3. Populate the necessary fields and click Preview and Send when finished.

Clinical General Improvements

  • Kareo was updated with the new CPT codes for the monoclonal antibody treatment of COVID-19 that go into effect February 9, 2021. Visit the FDA and CMS websites for more information.
  • Updated CDC recommendations to the 2021 immunization schedule.

Clinical Resolved Issues

  • Fixed an issue where the effective date of a prescribed controlled substances was one day prior to the written date
  • Fixed an issue where providers were unable to select the desired quantities of Zubsolv medication tablets
  • Fixed an issue where providers received a drug allergy interaction error message when prescribing medications
  • Fixed an issue where users received an error message when attempting to send patient education
  • Fixed an issue where users received an error message when attempting to add or remove a problem in the assessment section of a clinical note
  • Fixed an issue where users experienced latency when prescribing medications

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Practice Level Online Appointment Scheduling

Practice level online scheduling allow practices with multiple service locations and providers to enhance their scheduling options. The new online scheduler gives patients the ability to request appointments from the practice page or the provider profile page.

For a provider to be included in the practice level online scheduler, they must be an Engage subscriber and set up the Online Appointment Booking section of their Provider Profile. The practice online schedule will display appointment times based on the set up of the provider(s) online schedule.

Set Up Online Scheduling
  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Calendar Settings. The Calendar Settings page opens.
  3. Click Online Scheduling. The Online Scheduling settings page opens.
  4. Available providers for practice level online scheduling displays.
    • Click on the provider to edit or review the provider's set office hours and locations.
    • If a red icon displays, it indicates the provider has not set up their office hours and will not be included in the practice level online scheduler. Click on the provider to complete the set up.
  5. Click to select "Enable Online Scheduling".
  6. Enter the Practice Name without spaces to create a custom URL.
  7. Click Save when finished. The practice online appointment scheduler is now ready for use.
Patient Experience: Request Appointment
  1. The patient opens the practice's online appointment scheduler.
  2. Be default, appointments for all service locations and providers displays. The patient can filter by Location or Provider.
  3. Patient clicks on an appointment time and clicks again to confirm the desired time slot. The Request Appointment page opens.
  1. Patient enters their First and Last Name, Phone Number, Email, Birth Date, Gender, Reason for Visit, and select a Payment type.
    • If Insurance is selected as the Payment type, select an Insurance Company and enter the Policy Number.
  2. Patient clicks Request Appointment when done. The appointment is now ready for the front office staff to review.
Confirm Appointment
  1. Click Tentative Appointments from the Dashboard. The Appointment Statuses page opens.
  2. Click Review. The Confirm Appointment Request pop-up window opens.
  3. Review the request and verify the appointment does not have scheduling conflicts.
    • If there is a conflict, click View Conflict for additional details.
  4. Select a Visit Reason based on the Note from Patient. The Duration updates to the duration set for the selected visit reason.
  5. To send patient intake forms, click the Select additional forms drop-down arrow to select which forms to send.
  6. Click Confirm Appointment when finished.
    Note: The practice online scheduler updates the provider's next available appointments to accommodate the duration of the confirmed appointment(s) for that day. 



Tentative Appointment Location Filter

Quickly filter tentative appointments by service locations to confirm online appointment requests.

Filter by Location
  1. Click Tentative Appointments from the Dashboard. The Appointment Statuses page opens.
  2. Click the Location drop-down arrow and select a service location to view the associated tentative appointments.

Engage General Improvements

  • Stripe activated customers can send a Credit Card Authorization form through Patient Intake. Patients can add, edit, or remove credits card(s) on file and electronically sign the authorization form. Feature available by the end of March 2021.

Engage Resolved Issues

  • Fixed an issue where users experience a continuous spinning wheel attempting to view appointment reminders on the tentative appointment page

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Platform General Improvements

  • The Patient Portal now supports Apple Pay, Google Pay, and Microsoft Pay for Stripe activated customers. Feature available by the end of March 2021.

Platform Resolved Issues

  • Fixed an issue where users received an error message when attempting to access the patient's facesheet
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