Having multiple Drs under one set up was originally tricky. Once I was able to get in there and move around a little I was able to do what I needed and patients have not been affected.

The reporting ability and the ease of being able to explain a balance to a patient. Scheduling a patient on the right day/time is important and being able to time block and customize for 5 Drs has been beneficial. Customer Service reps are always there when we need them to walk us through an issue, which isn't what we always experience.

Updates can be tricky. If we had notice of exactly what pieces were being updated, it would help out quite a bit. However, updates aren't that frequent and usually its for the better.

Overall, our practice has had a pleasant experience. Other than some minor things that could use improvements we are satisfied. We can see that Kareo is working on improvements as they update us monthly.

The software is user friendly. It has been easy for new hires to pick up and all staff in our facility including providers feel it is easy to use. They have made many daily features easily accessible such as ordering labs, sending referrals, sending msgs to patients, and scheduling. They give you updates on any new features added including links to videos on how to use new features. Issues have been minimal but when I do have issues customer support is always more than helpful, and the wait time to talk to a human on the phone is never that long. Overall best software I have had the opportunity to use in my career.

The referral loop system could use some upgrading in my opinion. Erx requests section has become a chore. For example, one patient will have 6 medications, and I have to click on each one and deny/approve each one individually, I would like to have the option to select multiple medications for one patient and select the response and submit. Especially when denying the medications, if I am denying one I am denying all, it is time consuming to go through each one. Also, the denial reason section is limited. I wish I could click "other" and have a section to type my response. It is almost always the scenario where the pharmacy is trying to refill and old Rx and a new escript was sent in that they are over looking. I would like to be able to leave a msg for them with the denial. Another minor issue is that when we are gathering patients history we have the option in the chart sections "social history, & medical history" to add "custom items" this section you can add but not delete items.

I wish I could say something that is being solved with Kareo, but at best it's a functional bare bones EMR, where you can document notes and bill. If you need much more than that, chose another EMR.

Documenting the H&P and progress note is pretty straightforward and easy. The superbill completion is also easy and seems to function well.

Where to start... first, it seems that Kareo expects that you and your practice should conform to their clunky set up. after the initial sales call (their sales guy is great), you're expected to schedule weekly phone visits with Kareo's on boarding coordinator. She made a point to say how busy she is and need to schedule far in advance so that she can fit you into her schedule. Really? The coordinator can't actually do anything for you but tells you how to work through the system and what training to do next. I stopped doing these calls after it was clear anything I needed help with, she was not actually able to do anything, so I had to contact the ones who could actually help me. The training is like 100 hours. Any program that needs 100 hours/ 1000 sections of training, is not user friendly. There are many many other issues (ICD10 coding while trying to order labs which have to be completely reentered in addition to the chart, my systems biller getting locked out of the system repeatedly due to issues with the web platform interfacing with the desktop program, significant issues of setting up e-scribe -hours on the phone), but probably the worst is that the patient portal is essentially non existent. I won't go into the details but if you want a functional patient portal, chose a different EMR.

The support team is usually very helpful. We appreciate the ease of use of the clinical and billing (besides the issues with the medication portal). The only issue we have now Kareo and our other EMR system was having issues working together and getting a issue we were having resolved (its been 2 months). I had to get involved and now it seems as though both parties are working together to resolve our issue we is much appreciated.

Scheduling, Billing and ease of use with the EMR system (except for one issue).

Med Portal. Kareo uses a 3rd party at that controls how providers are allowed to send medications. We are a Pain Management Practice and at times need to be able to send pain medications outside the parameters that the Kareo 3rd party sets (1 pain med per 24 hours) this caused us set backs during clinic and we had to change to a different EMR system. We did not want to change but were forced to due to the parameters set by this 3rd party controlling the Medication Portal.