“well-integrated modules”

Pros

The way Billing, Marketing and EHR connect with each other works really well. Moving between modules feels smooth and it makes handling our patients' needs much more manageable.

Cons

Sometimes it can be frustrating to track down certain things in the system although a bit of research usually clears it up. I'd also love to see more options for truly customizing the available reports.

“Time-saving software”

Pros

This software saves me a lot of time and it's very simple to use. On top of that, the support team has been excellent whenever I've needed assistance.

Cons

Making corrections can be a bit difficult and I still end up reaching out to support for help from time to time.

“wide range of features”

Pros

The system is simple to use and comes with a solid set of useful features.

Cons

not every insurance can be mapped for electronic billing.

“Fantastic templates”

Pros

Quite easy to use and the available templates made setting up and keeping documentation organized much simpler. I've been particularly pleased with the coaching and customer support. Whenever I've had a question, I received a quick response and any issues were handled efficiently. Everyone I've spoken with has been both friendly and professional.

Cons

Since I work as an independent practitioner, I don't really need to build detailed reports so I haven't used any of the reporting features.

“Comprehensive EMR solution”

Pros

It brings together all the key EMR features in a format that feels very user friendly which makes it much easier to work in day to day. The support team has also been amazing whenever help is needed.

Cons

I do wish there were a separate tab or section for organizing photos and it would be much better if users could pull up more than one image at once like when comparing before-and-after photos.

“effortless transition”

Pros

From bringing our new business into the system to adding clinical providers and getting billing set up, the whole transition has gone really well thanks to their Customer Support team. Whenever I reach out, they're quick to jump in and do everything they can to help me sort things out efficiently. I'm really happy our company decided to make the switch.

Cons

At this point I don't have any major complaints. If I had to mention one thing, I just wish integrating labs into Kareo felt a little more user-friendly.

“Helpful reps, weak results”

Pros

The platform is simple to work with and the representatives stayed in touch regularly before we decided to sign up. We also reviewed testimonials from other doctors which gave us more confidence in choosing it.

Cons

After using the software for almost a year, we still did not get new patients scheduling appointments or contacting us the way we were promised.

“Difficult insurance setup”

Pros

Using the system has been fairly simple and I appreciate how the different components work together. Having a fax number built right into the platform is a nice touch. Kareo University has also been a helpful resource and the training videos are generally clear and simple to follow. It's also a big plus that there's a success coach who has been fantastic, honestly 10/10.

Cons

The insurance setup has been a challenge. I'm still trying to get everything in place and it's not clear which insurance tasks Kareo is handling versus which ones require action from me to finish. There are also a few built-in features that feel unnecessary and actually make things harder for a physical therapy practice. For example, I can't uncheck the "send summary of care" box when faxing a physician a copy of an evaluation for signature. Another issue is the review request being sent to patients after every visit. Since many of them come 2-3 times a week, that means they keep getting survey requests, when it would make much more sense to send one at discharge. I haven't been able to find a setting to change that.

“feels self-explanatory”

Pros

It is very simple to use, feels self-explanatory and the login process is quick and hassle-free.

Cons

Since this software is still new to me, I honestly haven't come across any downsides yet.

“Web-based EMR”

Pros

The workflow feels very user-friendly and simple, with a nice overall flow. Since it's web-based, there's no need to maintain your own server and the speed over the internet has been very solid for me. Training is flexible too, you can learn at your own pace through Kareo University and they also provide a one-on-one session with a physician to answer questions and offer helpful guidance. Even after the training is done, support is still there whenever it's needed.

Cons

Compared with my previous EMR the ICD-10 code suggestions don't appear as smoothly and some basic tasks can take a few extra steps to get through.

“budget-friendly option for small businesses”

Pros

Getting quotes was simple and I could actually reach real people without any hassle. The pricing works really well for a small business and the system was quick to pick up. If you've used any EMR before, it feels very user-friendly and doesn't take much time to learn.

Cons

The platform is fairly basic and I do miss some of the extra features and polish that bigger systems like Epic offer. Even so, it handles the job efficiently and still gives me enough flexibility to customize it the way I need.

“High-quality platform”

Pros

It has been very approachable even for staff with limited software experience and it was ready to use with very little training. The implementation support was excellent and their customer service has been consistently strong. The templates, forms and especially the SALT feature save a lot of time and make documentation much faster. EHR notes look organized and professional which really helps. I also appreciate being able to choose exactly what information to share and send it easily through the Care Coordination option within each note. Having medical, billing, records, a HIPAA-compliant telehealth platform, Reputation Watch, client engagement tools and more all under one vendor is a huge advantage. On top of that, it regularly asks for feedback on ways to improve and continues to show its commitment through strong communication, accountability and follow-through. It's a high-quality platform at a fair price and I would definitely recommend it.

Cons

I would like to see the ability to attach documents to the internal email system when communicating with patients.

“Dependable reporting”

Pros

Teaching a clinic the basics of this software doesn't take long because the system is very user-friendly. The reporting is reliable and user-friendly and being able to save favorite reports makes day-to-day work even more convenient. Most of the time, when we get stuck, help is available and we're able to get the support we need.

Cons

Provider enrollments have been a frustrating part of the process especially when it comes to getting them completed correctly and receiving the right assistance. We're also not happy that the help desk is offshored since it can be difficult to reach someone who can actually resolve the issue when an offshore rep answers. On top of that, the system needs a clearer collections workflow or status tracking so we can monitor accounts sent to collections more effectively. Another limitation is that we're unable to bill UB04 charges for facilities through it.

“poor support follow-up”

Pros

I still haven't been able to use it the way it's supposed to be used.

Cons

Customer service has been disappointing. I never got a callback about the issues with the software not working.

“Valuable claim scrubbing tools”

Pros

Having some extra claim-scrubbing capability on the front end is really useful and the simple explanations for rejections or denials make issues much easier to understand and address.

Cons

The system becomes noticeably slow sometimes and we can't really use the document storage feature because it makes the performance even worse.

“Simple to train”

Pros

Scheduling across multiple physicians is really simple with this software. It's much simpler to train staff on and pick up quickly than a lot of more complicated systems and the reporting tools can be customized easily to fit what we need.

Cons

On the Practice Management side I can't think of anything I dislike.

“friendly navigation”

Pros

Getting around it is simple and very user friendly.

Cons

I haven't come across anything negative to mention.

“Amazing templates”

Pros

The templates have been really useful for our practice and support our workflow well.

Cons

The e-prescribe feature is the part I'm least satisfied with.

“Frequent crashes hurt workflow”

Pros

Its simple to manage and training new associates during onboarding at our practice doesn't take much effort.

Cons

Several times each week, the site freezes, crashes or just refuses to open which slows down our productivity and ends up leading to overtime hours.

“easy to get the hang of”

Pros

The platform is very simple to use and understand.

Cons

setting up custom reports and forms can be difficult for me.