I like that Stripe is automatically connected to the biller to easily transfer payments from patient to practice. I like the automatic texting and emailing to patients to confirm appointments.

This software contains codes for all insurance billing purposes; however, if you are cash-based practice and entering in supplements to sell, the manual process by which this is done is clunky and inefficient.

I utilized this system when I was billing for my physician clients several years ago. Recently recommended Kareo to fill an interim need where I currently work. Very different situations and practice types but Kareo product still works -- has only gotten better and the customer service from the start has been great.

The implementation and initial training were very easy. I appreciated having an assigned trainer to help me throughout the process. Kareo has allowed us to start billing for our physicians during an interim period and immediately generate revenue that most people thought was months away!

The primary improvement I would like to see is better functionality when entering multiple days/units of the same CPT code. I am currently billing for providers who see patients daily in an inpatient setting. I would like to bill more than one day at at time per charge entry line. For example, provider sees a patient from June 1 thru June June 5 -- same level of encounter, I would like to enter CPT 99232 X 5 units w/ the date range for these 5 consecutive days. I inquired about this and was told that I must enter only day per line. Just a thought!

I would never recommend this software, unless you have a billing company that you trust, and is willing to bill though it. Beware went they send you to collections.

Interface works and easy to navigate the windows to bill

Very difficult to terminate services. Cannot do on-line. When you phone, they state it is terminated, but .... then they say it is not and continue to bill and send you to collections. It was terminated because we could not find an outside biller that was competent that would use the software. We contacted them, and they gave us three names. We tried two, but lost a lot of time and money. Eventually did the billing in house until we could change software and get an outside company to bill.

Very happy with my experience and transition from Epic

User friendliness Interface makes sense

Some template spacing issues are present when making templates

I have remained with Kareo/Tebra because the features I use daily work for me and my practice. The cost is affordable and overall it has been a seamless process. I do enjoy having the ability to review steps around multiple areas of need via the Kareo University at my leisure. Customer service has been amazing in being able to guide me through billing insurance and and answer questions that have had in the past year.

Setting up new patients has been an ease, as well as navigating the calendar, collecting cash and credit card payments, and texting or receiving messages from patients via the portal.

Online scheduling features created duplicate patient records which have been cumbersome to fix. I have lost patient notes, either through user error or the system timing out. Billing insurance has been a nightmare to say the least.

I use it daily and it makes my therapy practice so much easier! Billing a whole day's worth of appointments is less than 10 minutes with the SALT feature.

I love how easy it is to bill for services!

I think there needs to be more control around changing and/or deleting billing slips where there are errors. Rather than have to re-bill and re-submit. . .maybe a 'delete slip' function?

Even our billing service had excessive response time from customer service. The calendar has limited ease of use. Putting in charges and EHR work fine.

Onboarding was spot on and customer service was responsive initially. Integration with current processes was fairly seamless.

Once we completed onboarding, customer service took weeks to respond with answers leaving us in limbo without answers for weeks. The calendar is easy to put in a client appointment; however, it is a cumbersome process to schedule a meeting or time off event. There are 7 clicks to schedule a meeting or time off event. The only thing you can schedule by clicking on a time slot on the calendar is a patient appt. Also there is no waiting list to fill in canceled appts so we had to use a paper list to keep track of patients waiting for a cancellation.

I like the eforce, appt reminders, communication with patients and pt can email us through the portal. Love the broadcasting.

You can do better on the referral system. It needs to be improved stream line and intergrated. Also there are dx that I can't find and I have to google ICD10 because it doesn't come up.

Initially it was excellent. With the change to Tebra, I have new charges popping up on my account for Blog revisions that were written incorrectly to begin with. Also, the customer care has dropped off now that they have farmed it out to Costa Rica.

The quality was great until about a year ago when it became Tebra. Now it is farmed out to Costa Rica and you can't get any changes for a week or more to the site.

Initially the website and customer service was great. When it merged with Kareo and became Tebra, the customer service dropped off. the IT support is now in Costa Rica and is taking a week to get a response and support. I called them today, and the operator was saying that they are 8-9 days behind responding to the requests in the system.

Overall good! Issues have only come up as they merged/became Tebra.

It is easy to use & easy to teach others.

Ever since Kareo merged w/ Debra it has gone down a lot and there is little to no customer support.

It was initially good but over the past couple of years has been terrible. As a mental health provider there have been no features added that helped us at all. The template system is worthless.

Initially, the Kareo team seemed to understand the needs of a mental health practice from a business and functional standpoint.

The customer service has to be the worst in the industry. Their method of deactivating a provider is absurdly laborious and lengthy. I've spent as long as 2 hours on the phone with them just to deactivate a provider.

I am deeply disappointed with the agency's services for web development and patient scheduling applications. Despite their promises and advertisements, they failed to deliver on their commitments. The web development work was subpar, lacking key functionalities and design elements we had discussed. Moreover, the patient scheduling application was never completed, leaving us in a lurch without a crucial tool for our operations. This lack of follow-through and professionalism has led to significant setbacks for our business. I would caution others to be wary of engaging with this agency based on my negative experience.

the onboarding staff we very pleasant and knowledgeable

the service department was nonexistent, when i tried billing i was referred to another department. That department would then refer and so on.

Overall we've been pretty happy with Kareo. There are a few features we miss from our old software but some of the features we gained by switching to Kareo mostly make up for the difference.

The main reason we were drawn to Kareo was it's API. It helped that it is cloud based and user friendly but our focus was on the ability to get the data out for use in reporting and our proprietary software and we were able to do that with Kareo.

The canned reporting is okay but most of the reports export to excel in an unusable format (or at least a difficult to use format with filler cells and merged cells).

When we first went to Kareo, we were coming off a system that had brought us to our knees: nothing worked right, clients were frustrated and we had no faith in things reported in the system. Kareo changed all of that for us--we were able to have reports we could trust, true transparency for the clients, and so many functions we were able to do more efficiently.

We love that the software is intuitive, and we can teach a clinic how to use it (on a basic level) in about an hour. The reports are accurate and easy to use. We can set up favorite reports, and generally get help whenever we're "stuck"

Enrollments--getting providers enrolled properly and getting assistance with those enrollments. Also, we really dislike that they offshore their help desk. It's challenging to get someone who can help us when we get an offshore rep. We also wish there was a better defined collections procedure/status in the system which would help us better monitor what's gone to collection. We cannot bill UB04 charges for facilities out of Kareo.

This brief trial of the product has been revealing. My practice is simple, and my requirements are simple. I need to prescribe medications to sick patients. This organization cannot meet the most basic requirement of an EHR in the 21st century. It is a billing platform. That is the priority. THE HEALTH AND WELLBEING OF YOUR PATIENTS does not enter into their business plan. This is a corporation. Their goal is to make lot of money. Period.

There are no advantages to this EHR vs other comparable EHR's.

This corporation has not prioritized clinical practice. It is essentially a long-standing billing platform that threw together an EHR to get more money from clinicians. You can not reliably and consistent order medications with this platform. There is always some sort of failure in the system, either electronic prescribing, or electronic prescribing of controlled substances, or both. There is no meaningful customer support. A physician, or even the owner of the company, is unable to explain simple issues to IT. Instead, regardless of who you are, or what your status in the organization is, you must call customer support and waste an inordinate amount of your valuable time only to have, essentially a low-level telephone operator tell you THEY will "escalate" your issue to IT. There is no follow through, nor accountability. Nothing will be fixed or addressed. You can not speak with anyone who is capable of actually DOING anything.

Initially, I found the product very difficult to maneuver since it has numerous steps that one needs to take to do one simple task.

Appointment, scheduling, submitting claims,

Invoicing, posting checks, and reconciliation of payments.

Poor experience. ALL EHRs have glitches and issues, but this is terrible.

The product on the app is ok to use once you set it all up.

Customer "Support" - Kareo has a vast support section, but you have to know EXACTLY what to type in to get results that are not buried in 30 other pages of key words. When you try to get answers to your questions, the support people try to assist, but the answer invariably is: here's the link to submit input for upcoming changes - changes that are NEVER implemented. Billing: Kareo does not even have a basic way to create an invoice for patient copays that were collected. Patients complain that there is not transparency - and they're 100% correct! The statements don't track the patient payments along with the insurance payments. Unapplied balances sit in a patient's account for months even though payment was received and processed. This created all manner of problems for paying our providers and our ability to close-out year-end. Overall: Kareo requires a browser interface mostly for scheduling/provider SOAP notes and a desktop interface for billing. These are NOT integrated nor synched often enough and you have to bounce between the two to provide patients information about their billing. There's ability to task in the desktop, but not in the browser. You receive EVERYONE's patient confirmation messages regardless of your role. There's no way to search your messages or even to categorize them or keep them in folders for locating them. There was no onboarding training for our staff and so NONE of these issues were identified before we started.

Terrible. I was over anxious in signing a new software and the salesmen are good. When it comes time to implementing the software it is fairly easy. However it really is a time consuming software. There are so many unnecessary steps. For someone who runs their own business and is an active biller I don't want to dedicate the time you have to with a software like this just to get out one claim! Here is the real kicker, and this is my fault for not reading the contract through....I signed up for a year! My salesman never mentioned that at ALL!. So for the 5 claims I tried with this terrible software I am on the hook for $3600 to get rid of it!

Comparatively to other billing software....nothing.

There is no flow from entering a patient to completing a bill. Even entering a patient's insurance is 3-4 additional steps. When you search a patient's eligibility be ready to read for days. You may or may not get accumulative amounts and you will have to scroll through pages to try and find it. The fact is though it is user friendly in the fact that its pretty black and white for a biller that has to be the worst software I have tried.

Overall it has worked well for our smaller company. We are still finding beneficial shortcuts in the system making our workload easier.

Kareo makes it easy to navigate through the system from start to finish

Sending medical records out, I wish there was an option to insert a date range.

When I initially saw the layout of Kareo I love it. All of the tabs are clearly labeled and I was able to navigate the software without any training. However once we started posting and applying payments, it began to get tricky. Since we were new to the software Kareo supplied someone to come out and train our employees and his personal line so we were able to call him whenever we have questions. That was a great help. We also enjoyed their training videos supplied on Kareo university.

It is a clean looking software and is very quick. It is very quick and easy to input payments and make notes on the payments. It is also easy to look at the AR to see what was denied, pending, etc. Most of the denials also have codes that help us figure out why it has not been paid.

Some parts of the program are confusing and not intuitive. Applying payments seems like it is a more extensive process than it needs to be. Calling for customer service is also a pain because I am often on hold for a long time, at least 30 minutes, and the people I am calling often do not seem knowledgeable.

From Kareo: no significant benefit, mainly frustration. From your program to review Kareo: this was easy, helpful and productive. You know how to keep a person on-point.

Initially, the electronic software (EHR) was free, which allowed considerable forgiveness of the product. I initially appreciated the technical support from people who cared about their product and service. Unfortunately, the most common replies to questions from I.T. were apologies for not being able to provide what customers wanted and needed the most, see below.

1. Creating progress notes frustrating. Must save notes before changing screens, otherwise all information LOST. No auto-save. Saving data prior to change in screen, must save and CLOSE the document. Multiple steps to re-open again. Always inefficient. 2. Doctorbase is an "answering device for providers" to provide caller's phone number. The glitch for NEW callers: NO NAME provided, no message recorded. 10-15 "unknown" callers by end of day: 1/2 -3/4 were salesmen or bankers wanting to give loans. 3. When I changed companies, unable to transfer data in bulk. Had to transfer every patient individually. Other companies ALL had ability for bulk transfer. Would have to transfer emails individually, all 15,000. 4. Limited & unsophisticated ability to create progress notes to limit key strokes. 5. Requesting program upgrades: infrequent, rarely helpful, never quick or responsive even for minor change requests. 6. Initial support staff NEVER heard from again. I had to sort out problems by trial and error . I had 10 years prior experience in sophisticated programs before this disaster. 7. This is only a few of the problems I had before leaving. 6 months later, I received a call from Kareo asking how I would like to improve my experience & upgrade the system. They apparently did not know I was long gone. 8. Working with pharmacies never smooth or easy. 9. Many more issues, unfortunately, that I have suppressed.

It is easy to access patients and to schedule them. It looks pretty

The communication, or lack of it I should say. We have asked them to let us know once they have our statements ready to go so we can make sure that only the right statements are being sent. In the last 6 months we have been told once, (each month we ask and they tell us that they will do it next month, or they passed the info onto the team) In June they finally let us know... But in July again it was sent without letting us know, and once again we are dealing with upset patients who received statements. The issue goes even deeper than that. Kareo has been messing up on posting payments to our “at time of service” accounts. We have had to double check to make sure that things are being entered correctly, and yet some statements have gone out with payments due, that had been paid, but Kareo did not credit it correctly if at all. The other issue is the communication when letting us know that an MVA insurance is turned down. So that we can get the right information, instead they just let it go for 2 or more months before an internal follow up. That is another issue. There can be 2-4 months between follow up on some of our accounts. We have encountered stuff being sent to the wrong clearinghouse and they keep sending it only to find it being rejected. Rather than calling WA State LNI, or printing paper billing to send, they keep sending it and getting it denied... We only found this issue when we called WA state LNI to see why we had not been paid for a client, to find out that they had not received a bill. We then called Kareo and asked them and they let us know that the clearinghouse denied it repeatedly. I could keep going on with issues, but I think you get the idea. Because of their mistake, it has almost closed the doors of our practice. And I have not even started on the Credentialing issues we had with them doing it for us. It took us well over a year to get Medicare - and the only reason we got it is that we took over submitting the paperwork and such. They told us we where credentialed with LNI of WA and we were not. When we asked them to clean up the mess, they stopped talking to us. So we had to take over and get credentialing with multiple providers after paying them to do it for us.

You cannot prescribe controlled substances. The EHR has not been updated in at least five years. The technology is very old. They only integrate with two major labs. You cannot get anything to integrate with KAREO. The customer service is nonexistent. You might as well not even try

Anything good about this software is overshadowed by the company's policies. The company does not care whether you make money or not. They only care that they get their cut. Do not go with this electronica medical record.

KAREO Bankrupt me on one occasion and I almost let them do it a second time. Do not use KAREO. You are putting your business at severe risk of bankruptcy. Absolutely do not let KAREO do your credentialing. It took them 16 months to credential me and I lost $40,000. They did nothing to help.

e prescribing is an excellent option however sometimes in kareo when prescribing one medicine it will delete another medicine off the chart

Horrible EMR system, it went down for three weeks, thats right three weeks in May and no one responded from the company other than "we are working on it", we were left helpless, we couldnt send medications or even practice medicine. It jeopardized patient safety and Kareo stated afterwards "it was fixed, sorry we switched vendors" When we tried to leave the contract due to this issue they stated NO, they demanded we stay or I would be sued leaving our psychiatric practice stuck with Kareo. Fast forward to now and the system went down again for the past six days, thats right our psychiatric practice that takes care of 5,000 patients has NO EMR system, no access to records, no ability to prescribe or render care and we are completely helpless and stuck during a pandemic with very emergent patients. This forces very unsafe care yet they still demand the contract be abided by. I would NEVER use Kareo even if it were for free. The customer support is horrible and nonresponsive as well. LOOK elsewhere ad be aware of their fake reviews on other sites.