Release Notes September 2020

Purchase Kareo Telehealth for providers in the practice. Start scheduling telehealth visit as soon as the purchase is completed.

1. Hover over the User icon and click on Solution Center. The Solution Center opens.
2. Click Buy Now on the Kareo Telehealth card. The Providers page opens.
   • To view additional details about the module, click Learn More.
3. Click Continue to proceed. The Confirmation page opens.
   • If necessary, click to clear the checkbox to remove a provider from the module purchase.
4. Review the provider names included in the module purchase.
5. Click to select and agree to the Terms of Service.
6. Click Confirm to purchase the module. The Solution Center reopens with a green confirmation message.

Once Kareo Telehealth is purchased, System Administrators can add Telehealth for additional providers through the provider's user account.

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens
2. Click User Settings. The User Settings page opens.
3. Click Edit next to provider's name. The Edit Provider page opens.
4. Click to select "Telehealth" for the provider.
5. Click Save Provider. The Confirm Adding Provider License pop-up window opens.
6. Click to select and agree to the Terms of Service and authorize the addition to the practice's invoice.
7. Click Submit. The provider now has Kareo Telehealth activated.

1. Create a New Patient Appointment and populate the relevant appointment details.
2. Select "Telehealth" as the appointment mode.
3. Click Save Appointment when finished.

The provider joins the telehealth visit at the time of the scheduled appointment from the Dashboard.

The patient receives telehealth appointment reminders based on the provider's patient communication cadence with access to the telehealth visit room. They can join the appointment with any mobile, laptop, or desktop device with an internet connected browser, camera, and microphone access.

1. At the time of the appointment, the patient taps Start Appointment. The Verification page opens in a new browser window.
2. The patient enters their Date of Birth and taps Verify. The Request Permissions page opens.
3. The patient follows the prompts to activate their camera and microphone. The visit room launches to wait or join the provider.

1. On the Dashboard, click Join on the Scheduled telehealth appointment. The video appointment opens in a new browser window.
2. The provider follows the prompts to activate their camera and microphone. The telehealth visit room launches to wait for or join participants.