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.