Kareo EHR Enhancements to the Dashboard and Calendar

August 28th, 2014 by Kareo

On Wednesday, August 27, Kareo EHR was upgraded to the latest version. This release includes several enhancements to your Kareo EHR so you can enjoy an improved experience and run your practice better. It has a new look and feel, and it’s easier and faster to navigate with features placed right where you need them. For more information on the specific features, see below.

When you log into Kareo EHR, the Dashboard provides an efficient interface to view and manage daily patient appointments and high priority tasks. The Dashboard displays the patient appointments for the day and enables you to manage the entire appointment workflow, from check-in to check-out, including viewing and collecting patient balances. Get more details and see help articles in the full release notes.

New Kareo EHR Dashboard

A more robust calendar allows you added flexibility in scheduling. A monthly calendar now gives an overview of patient visits across the entire month. A daily calendar allows you to see multiple schedules side-by-side, and a weekly calendar provides the added ability to schedule reoccurring appointments. For more information and help articles, see the full release notes.

New Kareo EHR Calendar

Patient Payments
When you have the integrated Kareo EHR and Kareo Practice Management, you will now see the patient’s balance right on the screen in the EHR. By turning on the Patient Payments feature, you can take credit cards payments and store those cards on file to collect outstanding balances.

Other Changes
There are new features and enhancements, including:

  • New Ob/Gyn templates and note structures
  • The ability to easily find your Kareo ID
  • Improved management of patient records

Find out more about these features in the full release notes.

Share Your Thoughts
At Kareo, we continue working hard to make electronic health records easy for you. Customer feedback drives our service and ensures we build the features that matter most to you, so your input is critical to us. Please submit your feedback here.

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Kareo Named to Inc. 5000 for the Third Year in a Row

August 28th, 2014 by Kareo

Kareo Ranked on Inc. 5000 Third Year in a RowKareo announced today that Inc. magazine has named it one of the Top 5000 Fastest-Growing Private Companies in the country. The company, ranked #825 overall, was again identified as a top growth company securing a spot in the top quartile of all companies on the Inc. list. In the software category, Kareo was listed in the top 100, grew at triple the category pace, and was ranked fifth for companies located in California. This is Inc. Magazine’s eighth year measuring the nation’s fastest growing private companies.

“We are very proud to be included on the Inc. 5000 list for the third year in a row,” said Dan Rodrigues, CEO and founder of Kareo. “Our growth highlights the success of Kareo in helping physicians deliver outstanding patient care while avoiding becoming overwhelmed with the complex administrative and compliance burdens of running a medical practice. Our mission is to enable small practice success, and our growth rate is one measure of progress against this mission.”

The 2014 Inc. 5000, unveiled online at Inc.com and featured in the September issue of Inc. (available on newsstands August 20 to November 30), is the most competitive group in the list’s history. The average company on the list achieved a staggering three-year growth of 516%. The Inc. 5000’s aggregate revenue is $211 billion, generating 505,000 jobs over the past three years.

To qualify, companies must have been founded and generating revenue by March 31, 2010, and have revenue no less than $2 million in 2013. Additionally, they must be U.S. based, privately held, for profit and independent.

To find out more about Kareo and the Inc. 5000, read the full press release.


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Kareo Provides Tools to Grow Urgent Care Practice

August 27th, 2014 by Kareo

MediQuick Urgent Care Case StudyUrgent care clinics are a growing industry in the United States. Currently, there are nearly 10,000 across the country. Theo Felts, MD had been working in an urgent care clinic in Kansas and saw the trend firsthand. He also saw an opportunity.

Once Dr. Felts decided to open the MediQuick Urgent Care he knew he needed to figure out his billing system and EHR. He wanted a solution that would allow the clinic to quickly register patients and document visits and stay on top of the billing. In addition to working in the urgent care, he had been doing consulting for some time and had a biller he trusted for that business. He asked his biller what he would recommend for the new urgent care clinic.

Dr. Felts’ biller immediately suggested Kareo. He was already using Kareo Practice Management for the consulting business and thought the Kareo EHR would also be a good fit. Dr. Felts agreed and they choose Kareo for MediQuick.

Kareo has turned out to be an ideal system for the urgent care setting. Tweet this Kareo customer story
“The check in process is faster than any other system I have used,” says Dr. Felts. “The EHR is also very fast and easy. We’re able to document the information we need for the visit and to ensure accurate billing very quickly.”

Things have worked out so well that Dr. Felts is looking at opening another location in a town with similar needs, “I feel like I have found a niche in this community, and I think that I have identified other communities with a similar need.” He believes he has just the right mix of low competition, high need, experience, and software and support.

Starting a new business is never easy, but according to Dr. Felts, “Kareo sure makes it easier.”

To find out more about how Kareo has helped MediQuick Urgent Care succeed and grow, read the full case study.

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New Improvements to Kareo Practice Management Announced

August 25th, 2014 by Kareo

On Friday, August 22, Kareo Practice Management (PM) was upgraded to the latest version. This month, you’ll find new Microsoft Excel reporting add-in and changes to the patient instructions on bulk patient statements. For more information on these specific features, see below or read the full release notes.

New Microsoft Excel Add-In
New Microsoft Excel Add-ins enable you to retrieve data from Kareo  and import it into Microsoft Excel where you can use the power of Microsoft Excel to analyze data and build custom reports. With this update, Kareo PM now supports Excel versions 2007, 2010, and 2013. To learn more on how to use this feature, read our help center article. For more information, see the full release notes.

Changes to the Patient Instructions on Bulk Patient Statements
When printing bulk patient statements, Kareo no longer prints the patient instructions advising patients to use the “In Enclosed Envelope”. The statement now reads “Please return top portion of the statement with your payment to ensure proper payment posting”. For more information, see the full release notes.

Kareo PM Release Notes

Give Your Feedback
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 you, so your input is critical to us. Please submit your suggestions, challenges and ideas for our next release here – Give Feedback.

Read More | No Comments | Filed in Features, Product, Releases

Free Webinar: AAA for Meaningful Use

August 18th, 2014 by Kareo

Register NowAAA for MU: Roadside Assistance for the EHR Incentive Program
August 20, 2014
10:00 AM PT, 1:00 PM ET



Much has changed in 2014 for Meaningful Use (MU)—and been changed back again, temporarily. Many practices have questions about how to participate effectively. Physicians and practice managers are concerned about putting undo burden on themselves and other staff, tracking and reporting accurately, and avoiding an audit. Find out how to get the incentive, avoid the penalty, and participate in MU through lessons learned from other EHR users.

In this webinar, meaningful use expert Barbara Drury will share her AAA advice:

  • A(dopt): Experiences learned from MU1 and MU2 EHR users
  • A(ttest): Issues to address during and after yearly attestations
  • A(udit): Housekeeping and     preparation experiences to date
  • Quality opportunities beyond MU

This is your chance to make sure you are doing MU right—from Adopting through Attestation and Audits!

Register Now


About the Speaker

Register NowBarbara Drury, BA, FHIMSS, is President of Pricare Inc., an independent health information technology consulting firm founded in 1982. She frequently lectures and writes about the impact of office-based computer systems and electronic medical record systems for entities such as medical societies, healthcare organizations, and others. Ms. Drury served as an appointee to the ONC’s Technical Expert Panel on Unintended Consequences of HIT Adoption. She has achieved Fellow Status with the Healthcare Information and Management Systems Society (HIMSS) and has served on the HIMSS Public Policy Committee and the Davies Ambulatory Award Committee. Ms. Drury is also a frequent speaker at the HIMSS Annual Conference and is the recipient of the December 2004 and the April 2009 Spirit of HIMSS award.

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