MIGUeL
Medical Practice, 1-10 employees
Less than 6 months
“Stuck in contract with poor scheduling”
Pros
I couldn't find anything good to say about this product so seriously, be cautious. After I signed the contract I realized there was no way to exit it. So keep in mind that once it's signed you're stuck. Plus there wasn't any trial period offered and it felt like all they cared about was billing me and keeping me locked into the agreement. Their scheduling tool is poor too as after two hours I couldn't see my patients anymore. I ended up committed to a contract without ever getting to try the system first. Please be careful!!!
Cons
My experience with the scheduling system was really frustrating as it stops letting me access patients after two hours. In my view it's a terrible setup and feels designed more to protect the company's interests than to actually help clients.
Rating Distribution
Ease of use
1
Value for money
1
Customer Support
1
Functionality
1
Donna B.
Mental Health Care, 11-50 employees
More than a year
“e-prescribe crashes frequently”
Pros
The printed note looks excellent. I can pull up past notes to compare with the current appt but only for a limited time and when there are lots of therapy entries I cannot find medical appointments in the dropdown menu too.
Cons
e-prescribe crashes frequently like two or three times a month. The pharmacy dropdown is often grayed out so I cannot change or select a pharmacy. That forces me to leave the workflow, go into demographics and add my preferred pharmacy to see it as an option. If I remove a scheduled medication from the med list, accidentally or otherwise, I cannot add it back. Non-scheduled meds can only be restored when I submit a refill. For more than one scheduled drug I am forced to sign out of the note each and every time. Customer support has been awful. While I understand they observed Black Lives Matter day last year, no one was available and our system crashed. I am relocating to another state and I won't be using this software ever again.
Rating Distribution
Ease of use
3
Value for money
1
Customer Support
1
Functionality
2
Gwen
Medical Practice, 1-10 employees
Less than a year
“Fairly simple but tricky support”
Pros
I thought the product was fairly simple to use. Its features worked reasonably well overall. I picked up the software quickly, although there were a few areas that felt a bit tricky.
Cons
For me, there are too many steps involved just to complete basic actions which gets frustrating and when I ran into technical problems, getting support was difficult and slow to reach.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
6
Functionality
6
Kalliste
Alternative Medicine, 11-50 employees
Less than a year
“unhelpful support and inconsistent billing”
Pros
Once everything was configured, I find the product within the app reasonably usable and dependable for routine tasks most of the time.
Cons
I have dug through Kareo's enormous support library and while it exists, I constantly feel like I must type the exact right phrase to avoid getting results that are buried under dozens of unrelated pages. When I reach out to support for help, the reps try to be helpful but more often than not they just send me a link to submit feedback for future updates and those promised changes practically never materialize. We don't even have a simple way to generate an invoice for patient copays that were already collected which is maddening. My patients regularly complain about the lack of transparency and honestly they're absolutely right. Statements don't show patient payments alongside insurance payments so unapplied balances can linger in a patient's account for months even though I know the payment was received and processed. That mess caused all kinds of headaches it delayed paying our providers and made closing out the year far more difficult than it needed to be. The system forces me to use a browser interface for scheduling and provider SOAP notes and a separate desktop app for billing and those two sides aren't integrated or synced often enough. I end up jumping back and forth just to give patients accurate billing information. Tasks exist on the desktop but not in the browser which is inconsistent and frustrating. I also get every patient confirmation message regardless of my role, with no way to search, tag, or organize messages into folders to find them later. To top it off, there was no proper onboarding training for our staff so none of these problems were caught before we began using the system.
Rating Distribution
Ease of use
4
Value for money
2
Customer Support
6
Functionality
4
Susan A.
Medical Practice, 11-50 employees
Free Trial
“Simple setup and easy to use”
Pros
I had a company handle the installation for me and the whole setup was simple. In short the software is simple to use
Cons
Initially, I ran into some trouble pulling the exact report I needed but I managed to sort it out in the end.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Todd
Medical Practice, 11-50 employees
More than a year
“User-friendly with strong reporting”
Pros
The software is very user-friendly, offers strong reporting features and the support team is reliable. It also integrates with WebPT.
Cons
We struggle with the Patient Portal's management. As per me it needs some refinement. Several of my patients are finding it confusing and I am unsure how we should be helping them from our side.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Tracy R.
Medical Practice, 1-10 employees
More than a year
“easy navigation and telehealth capable”
Pros
I find the software really easy to navigate and it gives me the ability to schedule my patients while also handling telehealth appointments smoothly.
Cons
My experience with the patient intake forms has been disappointing because they feel too basic for collecting medical details as they need far more specific fields or a broader list of medical conditions for patients to choose from. When those options aren't provided, patients usually won't take the time to write out their conditions themselves and important info gets missed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
ISabelle L.
Hospital & Health Care, 1-10 employees
Less than a year
“Really easy to use and learn”
Pros
this software is really easy to use as I was able to get the hang of it quickly.
Cons
In my experience, the patient education resources only come in english and Spanish so they lack sufficient translation options.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
6
Functionality
7
Shawn
Medical Practice, 11-50 employees
More than a year
“pretty simple and easy to navigate”
Pros
I have found it pretty simple and easy to navigate.
Cons
As a small business, we resent having to pay per provider when we only bill through a single provider. charging us for each separate provider is prohibitively expensive and simply doesn't make sense for our company.
Rating Distribution
Ease of use
10
Value for money
4
Customer Support
8
Functionality
10
Daniel
Medical Practice, 1-10 employees
Less than a year
“e-prescriptions vanish without confirmation”
Pros
To be honest, I think it looks slick in a sales presentation and I have found it offers numerous features for collecting bills.
Cons
I cannot refill an e-prescription through the system and there's no way for me to confirm that an e-prescription actually made it to the pharmacy without calling them which always eats up a ton of time. On top of that, every so often prescriptions vanish in transit and never reach the pharmacy at all which leaves my patients frustrated and angry. For buprenorphine I have to type in my NDeAN manually on every single Rx that feels like an absurd, repetitive waste of my time. When I try to get help, the company acts like they don't care as calling customer support to report software problems does almost nothing. They'll tell me I can suggest a future improvement and then ignore me. Like I submitted that suggestion and never got any follow-up. Basically I am stuck using the system as-is. The visual design looks like it was tuned for an admin portfolio but the contrast choices are poor and make text hard to read. The fonts are oversized and there's so much empty space that I end up switching screens constantly just to find things.
Rating Distribution
Ease of use
3
Value for money
1
Customer Support
1
Functionality
2
Brittany L.
Mental Health Care, 11-50 employees
More than a year
“evolves and scales with practice”
Pros
What I appreciate most is how it can evolve and scale with our practice's changing needs.
Cons
I have noticed that document processing lacks certain important capabilities when handling much larger files.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
7
Mary
Medical Practice, 11-50 employees
Less than 6 months
“Comprehensive data and helpful support”
Pros
having comprehensive patient information and the option to attach documents for Worker Comp is incredibly helpful. Generating statements is simple and saves a lot of time and I appreciate the rejection bucket and the no-response bucket for easy follow-up. It took me only a little while to get comfortable coming from a different medical billing system once I figured out the workflow. On top of that, customer service has been friendly and very helpful which I consider a real plus.
Cons
Because there wasn't a previous system here, the integration went pretty smoothly and wasn't difficult at all. That said, there are some Cashpacks reporting details I wish were available right now and those gaps force me to find workarounds. I am managing to work around them for the time being but I'd prefer the reports to include those specifics to make my workflow cleaner and reduce manual adjustments.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
8
Functionality
10
Sarah J.
Hospital & Health Care, 11-50 employees
More than a year
“Simple integration and easy interface”
Pros
For our team, integration was incredibly simple and I find the interface really simple so our less tech-savvy staff can use it easily. Since it's cloud-based, I can build a huge variety of custom reports.
Cons
I'd love to have the option to enable two-factor authentication, either through Google Authenticator or via SMS because right now we cannot turn that on.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
10
Functionality
10
Tamara
Medical Practice, 1-10 employees
Less than 6 months
“clinical side is really easy to use”
Pros
On the clinical side, I found Kareo really easy to use as I adapted to documenting and using its features pretty quickly.
Cons
I find the practice management part of the software somewhat tricky to work with as it's clumsier and far less user-friendly compared to the clinical side which slows me down.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
7
Robyn T.
Medical Practice, 1-10 employees
Less than 6 months
“Smooth switch with helpful features”
Pros
I first started with Kareo in February 2021 and the switch from our previous practice management system was very smooth. Their team actually helped upload all of our patient records such as appointments, demographics and outstanding balances which saved us a lot of time and issue. The platform also sends appointment reminders by text and email and both our staff and patients appreciate that feature. It helps me stay on top of billing for insurance and patients and so far nothing seems to be falling through the cracks. With my old system I had to remember to run a monthly report to find unpaid bills which wasn't hard but I would sometimes forget. Now I can see who needs to be billed every day and if a patient hasn't paid, the receptionist sees the balance before booking another appointment.
Cons
The one issue I come across is that credits on accounts didn't transfer over. For example, if a patient bought a package of 3 services, the remaining credit for unused sessions didn't migrate and had to be entered into Kareo manually. Also, Kareo doesn't offer a native waitlist feature. I have asked a few times if they could add this as it seems like a fairly simple feature to implement but so far nothing has come of it. We would definitely use a waitlist constantly. In the meantime, we have had to keep a separate Google spreadsheet to manage our waitlist which is a clunky workaround.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Katherine
Mental Health Care, 11-50 employees
Less than 6 months
“Submit claims and message patients”
Pros
As our office's biller, I really appreciate being able to submit claims straight from the program and that eRAs come back so quickly. The messaging tool is something our team uses every day to pass along updates and coordinate tasks. We also enjoy the convenience of texting and emailing patients right from within the application which saves us time and keeps communication centralized.
Cons
One of the biggest areas that needs work is the patient portal. It doesn't let patients schedule or even view appointments directly inside the portal which is frustrating. Another limitation is that only one person can register per email address and that creates issues for families where multiple members get care. During the migration from our previous system into Kareo, a lot of data ended up in the wrong fields so we spent a significant amount of time manually correcting those entries.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
7
Stephen
Medical Practice, 1-10 employees
Less than 6 months
“onboarding process is unbearably tedious”
Pros
From the reviews I read, it looked very promising and raised my expectations a lot.
Cons
I ended up cancelling because the onboarding process was unbearably tedious and took way more time than I expected. After they sold me on the product and built up my hopes, nobody warned me about how hard it would be to extract usable information from my old EMR. My team and I spent hours i mean really countless hours trimming and scrubbing our records so that what Kareo would even consider attempting to import was almost nothing more than names, addresses and phone numbers for about four hundred clients. All the additional fields and notes I prepared could not be mapped or integrated in any useful way to reduce manual entry before we could start billing so there was little to nothing I could actually upload. Despite that, Kareo wanted to charge me in the neighborhood of a thousand dollars and the package didn't even include progress notes. Properly migrating the data would have meant committing and paying for roughly seventy-five to ninety man-hours of manual transfer work. In the end, my staff and I did every bit of that cleanup and migration ourselves and it felt like all the effort fell on us.
Rating Distribution
Ease of use
3
Value for money
2
Customer Support
1
Functionality
3
Jason
Medical Practice, 1-10 employees
Less than a year
“becomes really simple once it clicks”
Pros
Once it clicks for me, I find that using Kareo becomes really simple and I can use it to its full advantage.
Cons
For me, the learning curve is noticeable and I found Kareo University a tad too dry
Rating Distribution
Ease of use
6
Value for money
10
Customer Support
10
Functionality
7
OLABISI
Hospital & Health Care, 1-10 employees
More than a year
“Super simple with live support”
Pros
It is super simple to use and there's live customer support available whenever I need help.
Cons
I have run into times when the platform runs slowly or is completely unavailable for a few hours.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
ROXANNA A.
Hospital & Health Care, 1-10 employees
More than a year
“Simple and user-friendly for all”
Pros
I find the platform really simple and user-friendly for both my billers and our providers.
Cons
We find generating reports challenging when our providers request a specific A/R report and we ended up paying extra to run certain reports that other billing software already offers as standard features.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10