Find Out the Latest Updates to Kareo Practice Management

November 24th, 2014 by Kareo

On Friday, November 21, Kareo Practice Management (PM) was upgraded to the latest version. This month, you’ll find enhancements allowing you to export an individual encounter as an EDI 837 file plus new updates for those using the Kareo API version 2.1 & 2.2. For more information on the specific features, see below.

New Export Capabilities – EDI 837
You can now save and export your EDI 837 files electronically making it easier to upload your EDI 837 EDI files to third party payers and submit your workers compensation claims electronically. Currently, it is available as a single encounter, however, in December’s release you will be able to export in a batch.

Primary Case Identification
For Kareo API versions 2.1. & 2.2, can now easily identify the primary patient case.

Kareo Release Notes

There were other enhancements to Kareo PM in this release. To find out more, read the full release notes.

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Kareo Opens Office in San Francisco

November 20th, 2014 by Kareo

995448_10151811209824810_2006045432_nKareo announced today that it will be opening a new office in San Francisco in December 2014 to support product innovation and to meet the accelerating demand for solutions tailored to help independent physicians succeed. The new office is located one block from Union Square, right in the heart of San Francisco. The company plans to add several dozen team members in San Francisco over the next year.

“San Francisco is an incredible hub for driving innovation,” says Dan Rodrigues, founder and CEO of Kareo. “The new office location enables Kareo to access a talented pool of product managers, UX designers, software engineers, software test engineers, data scientists and operations engineers.” Rodrigues further adds that “the Kareo team looks forward to joining the Bay Area technology community as we continue to advance our solutions and efforts to serve as the ally of independent practices.”

The San Francisco office will be Kareo’s fourth U.S. location. Currently, the California-based company also has sites in Irvine, Las Vegas, and Indianapolis all focused on delivering to the unique needs of independent practices nationwide.

Find out more about the Kareo story or find out how you can join the Kareo team.

Read More | No Comments | Filed in Company

Kareo EHR Offers Updated Admin Section & Expanded Patient Info In Note

November 20th, 2014 by Kareo

On Wednesday, November 19, Kareo EHR was upgraded to the latest version. This release includes an updated Admin Section so you can easily manage settings with one click. We’ve also expanded the view of patient information to include phone number and insurance data within the Quick Note view. For more information on the specific features, see below.

Updated Admin Section
Now you can manage and configure the Kareo EHR settings specific to your practice with one click. Our new left-side navigation allows you to easily scroll through all your Admin options, including updating your Practice Info, adding Service Locations, and managing your Calendar settings. Import and Export features are just a few of the many other things you can now also access at with one click. For more details, read the full release notes.

Kareo EHR Release Notes

Notes View Now Includes Phone Number and Insurance
Now you can easily see the patient’s phone number and insurance information while viewing a note. Our Quick View feature allows you to view important information at one glance.

There were other updates and improvements to Kareo EHR in this release. For more information, read the full release notes.

Share Your Thoughts
At Kareo, we continue working hard to make electronic health records easy for you. Streamlining your workflow with fewer clicks is our priority. 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.

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

Get Expert Strategic Planning Advice at Free Webinar

November 17th, 2014 by Kareo

Register NowPrepare for 2015: Make It a Best Practice Year
Wednesday, November 19, 2014
10:00 AM PT, 1:00 PM ET

Discover how to create your strategic plan to achieve success in 2015 for your practice! Tweet this Kareo story

Is your practice stagnating? Do you know what the next steps are for your practice to thrive in these changing times?


In this webinar, author of Secrets of the Best Run Practices, Judy Capko, will share strategies for examining your practice performance in 2014 and planning for 2015. This is your opportunity to drive future success and achieve impressive results.

Learn essential processes, including:

  1. How to better understand your current position
  2. Strategies to gain the support of key stakeholders
  3. Overcoming challenges to success
  4. Identifying opportunities to reach best-practice performance goals

Join Judy and learn new tools to become a best practice!

Register Now!

About the Speaker

Judy CapkoJudy Capko is the founder of Capko & Morgan, a nationally recognized healthcare consulting firm. She is the co-author of the sensational new book, The Patient-Centered Payoff. For more than 25 years she has specialized in medical practice management and operations, emphasizing patient-centered strategies and valuing staff’s contributions. Judy is also the author of the top selling books Secrets of the Best-Run Practices and Take Back Time: Bringing Time Management to Medicine, and is a popular speaker at national healthcare conferences. Thousands of physicians and administrators have benefited from her practical, innovative, and no-nonsense approach to organizational management and strategic planning.

Read More | No Comments | Filed in Events

Deloitte Ranks Kareo as a Fastest Growing Company

November 13th, 2014 by Kareo

Read full press release nowKareo has been ranked 114 overall on Deloitte’s Technology Fast 500™, a ranking of the 500 fastest growing technology, media, telecommunications, life sciences and clean technology companies in North America. Kareo grew 1040% during the five-year ranking period, and ranked the top three in healthcare technology and 14 in Southern California. This is the second year in a row that Kareo has been on Deloitte’s Technology Fast 500 list.

Kareo’s founder and chief executive officer, Dan Rodrigues, credits the company’s strong growth record to an increased demand for solutions and services tailored to meet the needs of small physician practices. Additionally, he adds that, “We are honored to be recognized alongside so many renowned technology leaders, and we look forward further innovating our cloud-based solutions to help small practices improve operations and deliver better patient care.”

“The companies ranked on the 2014 Deloitte Technology Fast 500 continue to set the bar for their industry higher each year,” said Eric Openshaw, vice chairman, Deloitte LLP and U.S. technology, media and telecommunications leader.

Kareo has taken a leadership position in offering affordable, seamlessly-integrated practice management, billing, and EHR to independent practices. The success of this position has been recognized two years in a row by Black Book as well Deloitte, Forbes, and others.

To find out more, read the full press release.


Read More | No Comments | Filed in Company, Product

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Welcome to Building Kareo, a weblog by the team at Kareo about our products, our partners & competitors, medical billing, healthcare information technology, and much more.


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