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 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.

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.

Very easy transition to this software. User friendly.

Would like to customize super bill more Need capability to have multiple participants in telemed visits And to resend link as needed.

Easy EHR interface but with some klugey features. Billing has been a nightmare and still unresolved errors over 6months in. We're changing EHRs despite the headache of transitions.

SOAP note format is intuitive, but generating charges is klunky, and then charges need applied in a separate interface, it has duplicated admin workflows rather than streamline it

Updated SOAP note working interface jumps sections down the page and trouble finding my place in the note; can get hanging text outside of a text box; sections accidentally deleted cannot be recovered and the whole note needs marked as error and start again

Unfortunately benefits don't always outweigh risks. Working with another small practice and when asked if I would recommend Kareo I had to say no in its current state. I hope the bugs are fixed soon, so that can be a yes.

Easy to navigate, easy to teach when onboarding new associates to our practice

The site locks up, crashes or simply won't open multiple times a week which puts our productivity behind. Costing overtime hours

Inexpensive and easy to use. We had a staff person who used for a solo practice and was familiar.

Features are buggy. Patient messages and communication is hard to use and does not attach to the patient chart, schedule is unwieldy and buggy. You can’t see blocked time in day view. There is also no audit trail for changed appointments. Lastly they fired the sales rep and did not honor his pricing and tried to lock us into a long term contract.

Customer service patient dashboard and simple interface.

Modern platform, ease of use and on-boarding options.

It's not for large organizations, that said it will fit most practices.

It is user friendly and they really lock you in initially with there support staff and training. There pricing is decent, especially if you have a small practice.

I was extremely disappointed with Kareo following my "90 day onboarding." As soon as that time period ended, which was right before I opened my practice, they disappear. Initially, they are more then happy to set up meetings and help you thru any issues, but anyone who has ever started there own practice knows you don't really know the issues until you go live. Once we opened, I started having issues prescribing DME, therapy scripts, Imaging scripts, etc... I reached out to my implementation coordinator asking for a "15 min meeting" just to clear up some of my questions. I got a response that basically stated after my 90 days they cant do meetings because they are "too busy." really? My suggestion is that if you choose Kareo you better make sure you know the insides and out before your 90 days. If you have questions after that you will be referred to the help line, just so you all know I put a query in 5 days ago and have yet to receive any help. If you are a small practice that really relies on good customer support, don't listen to the talented sales people, they will leave you without answers and give you a list of videos to watch, because we all have time for that.

For a solo practitioner this might work but don't expect to get great service when issues arrive, and they will arise.

Initial set up was decent but those only lasted about 3 months. Everything integrated was nice.

Poor customer support. I had several issues with documentation that were open for one year and never resolved. There is not a lower cost for alternate billing professionals like therapist, SUDPs, peer counselor. Quickly becomes very expensive. No customization of notes. Very difficult and cumbersome to do a larger note like an SUD assessment.

I'm very happy with the product. I think there are so many great features built in and a lot of add ins that you would probably have to pay for seperately, so this is great value for the cost.

I really like that we have a success coach to help navigate the system. Someone who is checking in on me regularly to see if I have questions and to set up time to connect virtually to answer questions and go over the platform. There are many different options for help if you need it, Kareo help desk, Kareo university, live virtual tours. Ability for them to push information and market for you.

I can't say there is anything that I like least, it is fairly easy to maneuver and a lot of it for me is learning the system. I'm a little slow to learn, but there are so many ways to receive help. I will say that my success coach is wonderful, it was a little difficult initially to schedule appointments with him, but we came up with a game plan that resolved this concern.

As the biller for our office, I enjoy being able to send claims directly through the software as well as receive ERA's extremely fast. Our office utilizes the messaging feature on a daily basis to forward information between staff. We love being able to text and email clients directly from the software as well.

Features that could be improved are first and foremost with the patient portal. The portal does not allow scheduling/viewing appointments directly through it. Also it only allows one client to register per email, which causes an inconvenience for our clients who have multiple family members that attend. When integrating our information from the old system to Kareo, alot of the information did not go to the correct areas of the software and we have had to manually fix alot of it.

Overall I think this is a very good platform and very easy to understand.

Karen is a very easy platform to maneuver. I like how you can find you client data with one or two clicks.

I would like to see patients that are made inactive be placed in an archive. By looking at names that are no longer a client make it takes longer for me to maneuver through the platform. Also the charge for telemedicine sessions is ridiculous. I have to pay $7.00 per session. Telemedicine is about 80% of my business so I never can budget for Karen it is always a surprise at the end of the month. Also if you put something on a Company Karen account you should have the capability of talking it off. Whenever I log on to my account I have to look at a Doctor who is no longer with my company but for some reason you all cannot take it off. Your company will lock us out of the system without notification, yet our bill never adjust and we have to stop out business. I cannot perform any telemedicine sessions. If we can get a notice so we can inform our patients that would be great especially when we are talking about mental health patient with anger management and PTSD issues. When you turn off notification for a client no one should make contact with them. The telemedicine side say they have to send out three notifications however they sometimes goes out in crazy hours. So when a company turns off notification we should know best.

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.

...I'm using this space to continue describing my cons, because I ran out of characters above. On the prescribing side of things, the med interaction warnings are of no practical utility, unless you like warnings without any explanation. I'm glad that when i was new to my role, we used an EHR that would generate warnings with descriptions of the interaction and reason for the warning. For any controlled substance medication, you cannot generate a prescription renewal from the old prescription. You have to manually re-enter it, send it, then manually go back to the med list and discontinue the previous prescription for the same medication. Multiple unnecessary steps. The software automatically logs you out after 15 minutes of inactivity, which is totally justifiable for HIPAA reasons, the problem is that the software does not recognize activity in the application across multiple tabs open in the same browser, and I cannot imagine a workflow with this software that does not involve having multiple tabs open at once. So you could be working in a note during a meeting, and unless you click over into, say, your schedule tab, that tab will automatically log out after 15 minutes, meaning you will be playing whack-a-mole with your browser tabs to prevent them from closing you out. And when they do close, there is no cookie to bookmark your place in the chart to take you back there when you log back in. I would go on, but I am apparently out of characters again.

Relatively simple user interface, ease of navigation, ability to send lab orders electronically, responsive customer support, engaged customer support specialist during on-boarding, the note structure is great because you can see all the note sections all the time, which makes concurrent charting a breeze. Apparently the billing side of things is nice to work with (I don't work with that side of the software, though), On the patient end, it does a great job with appointment reminders, and the telehealth platform has proven relatively user friendly (though it does seem to have some audio reliability issues). Overall, Kareo generally seems open to feedback and does seem to strive to make improvements, which is perhaps the most important thing of all. I will gladly modify this review in the future if the application efficiency and usability improves, because I really do like a lot about it. There are currently just too many problematic areas for me.

A little context: My work computer is a MacBook Air (M1, 2020) that is running up-to-date Monterey OS. I have used both Chrome and Firefox, both up to date (the recommended browsers) to work in Kareo and both have problems. My computer is also about 3 feet away from a high speed, very reliable wifi router. Issues: Until very recently, there was no auto-save feature for notes, and if something happened - your computer died, your internet disconnects for a second, or Kareo closes for any reason - note gone, unless signed or manually saved. This was made much worse by the fact that I was getting error messages (Code: 500 - internal server error) constantly. Clearing cookies/cache did not help. Re-booting the machine did not help. I think these are Kareo-end problems, but even if they are due to something on my end, support did not have solutions for me, and i spent hours on the phone/email/screen-sharing. To Kareo's credit, at least now notes auto-save as I work, so I don't lose more notes in a week than i had previously lost in my entire career, but these error messages still happen, forcing me to re-load the site regularly. Also, Chrome (normally my preferred browser) will not let me use templates in my notes. I can open them and click boxes, but when I close the template form, the things I select do not populate into my note, rendering this useless. Mind you, these are Kareo-developed templates, not ones that our practice has created, so they should work. continued...

There is no way to customize a letter to other providers in batches. We have brought it up multiple times and they just say something like "yes, that is too bad". That is the attitude they have (friendly but not really into implementing changes that are helpful). The note writing is painfully difficult to streamline. They are built for primary care. Changing templates is clunky.

The front staff like how it works in general. Customer service listens, although they are incapable ot changing anything. I like the functionality to check patients meds with pharmacies.

It is clunky and inflexible. Wastes a lot of our time in terms of our inability to edit templates out of their primary care building blocks. Customer service is friendly but requests to make things more efficient are simply "submitted" (not implemented).