“Well organized features”

Pros

The program does a good job of organizing its features into subcategories that make sense based on what the user needs. The help section is also clear and simple so it's simple to find an answer quickly when something comes up. From the feedback I've received, patients usually get their statements within 24 hours which has been a big plus.

Cons

Patient statement section has an issue. When I open it to send a statement, every patient name is already selected by default. If those boxes aren't manually unchecked, statements can end up being sent to everyone instead of just the intended patient which also creates charges for all of them. It would make much more sense if nothing were preselected so the user could choose exactly how many statements to send and who should receive them.

“Superb design”

Pros

It is thoughtfully designed and comes with a range of tools that help our company stay organized especially alongside Practice Fusion. I'm very happy with the service and with how well the software performs overall.

Cons

At times making a change to a claim form takes more steps than it should.

“Cooperative customer support staff”

Pros

This platform is simple to use, the customer support has been very helpful and the Rx feature works really well.

Cons

The eFax feature could be made more user-friendly.

“dependable for electronic billing”

Pros

It works really well with the EHR documentation system I already use so everything stays connected without extra hassle. The electronic billing is also very dependable and clean claims get submitted correctly almost all the time.

Cons

when posting payments from EOBs, it does not always reconcile properly and ends up needing a manual fix that takes extra time.

“Doesn’t fit my practice”

Pros

Getting started with it was simple and the initial pricing felt reasonable for what was being offered. I also appreciated that the telemedicine feature was integrated with the EHR although I eventually stopped using telemed because of the issues that came up.

Cons

The workflow doesn't fit my practice well and there's very little room for customization. Patients also had a hard time using it and I wasn't able to adjust much of anything to solve their concerns. Support usually responds quickly to say they're looking into the issue but the actual resolution takes far too long. I've had tickets sit in triage or pending for weeks without any real fix and a lot of my "how do I" questions ended with being told the system simply can't do it.

“Worth the cost”

Pros

It feels like a high-quality product that's reasonably priced. A lot of other options on the market seem overpriced for what they offer but this one feels fairly valued and never pushes me toward anything unnecessary. The billing side is by far the best I've worked with especially because the cloud-based version is so user-friendly. The desktop-based PM side can be a little harder to navigate at first and takes some time to learn but overall it's an excellent system and definitely worth the cost. The remote support team is also very responsive and efficient whenever something comes up. I'm really happy with it.

Cons

I can't think of much of a downside. Like any software, it does take time to learn and practice owners really should invest the time to understand how it works so they can stay on top of things. In the end, no one is going to care more about how the product is used than the owner.

“helpful automation”

Pros

The billing side has been very user friendly for our team. One feature that's especially helpful is the automatic monthly statement sending since it takes that task off our plate and keeps things moving consistently. I do wish the cost of those statements was lower than what we're currently paying.

Cons

Setting up providers for our practice can be confusing because there's more than one option to choose from during the setup process.

“Handy posting”

Pros

Posting is pretty simple and one or two of the reports are especially useful when I need them.

Cons

The reporting could definitely be improved. Also, when looking up a claim while under a patient, it would be much better if the system took me directly to that patient instead of making me scroll through to find them.

“easy to work with”

Pros

The software feels very user-friendly and is simple to work with.

Cons

when a patient has more than two insurance plans, that information doesn't transfer from WebPT to Kareo for billing.

“Strong billing side”

Pros

Using it day to day feels very simple and the billing side is especially strong. It does a really good job of keeping billing accurate which makes the whole process much more reliable.

Cons

There are quite a few updates to keep up with and it only runs on Windows which can be limiting.

“Positive experience overall”

Pros

This product is really convenient and the overall experience feels very user-friendly.

Cons

Whenever the system is updating, I'm unable to access the site.

“Makes daily tasks manageable”

Pros

The platform feels very user-friendly to use which makes daily tasks much more manageable. Whenever I run into a software issue, the customer service team is professional, quick to respond and genuinely warm and friendly.

Cons

I really don't have any complaints about the software itself. If anything, I'd just say the pricing could be a bit more competitive.

“Powerful API and cloud flexibility”

Pros

It's API was the biggest reason we chose it. The cloud-based setup and user-friendly design were definitely a plus but the real priority for us was being able to pull data out for reporting and feed it into our proprietary software. On that front, it delivered exactly what we needed.

Cons

The built-in reports are decent but most of them export to Excel in a format that's hard to work with. There are too many filler cells and merged cells which makes the exported reports pretty impractical to use.

“Transformed my workflow”

Pros

Using this software has made a huge difference in my daily workflow. It's very user-friendly and has probably saved me around 4 hours every day. The home screen is especially helpful because it puts rejections, Plaid payments and everything else I need in one place. My clients have also mentioned that the statements are very clear and easy to understand. On top of that, my personal rep has been incredibly supportive, always replying to emails and willing to call and walk me through anything more complicated.

Cons

At this point, there really isn't anything I dislike about the software.

“Workflow doesn’t make sense”

Pros

Kareo Billing and the desktop app are fairly simple to use. Customer support is reachable when needed, the pricing for both Billing and EHR is reasonable and having no contract is a plus.

Cons

Not being able to view scanned or faxed documents directly inside the EHR was the deal breaker for us. It makes no sense for a physician to see patients and complete charting without being able to access items that were scanned or faxed into the system. The practice gets a fax number, kFax so documents can be sent in and eventually loaded into the EHR but the problem starts when you actually need to open them. Each document has to be saved to your computer first before it can be viewed and then it has to be uploaded back into it and renamed so it gets attached to the correct patient. Unless you have one or two staff members handling that process alone, it is just not practical. It completely interrupts workflow and creates extra steps for no good reason. On top of that, the front desk has to keep both the desktop application and the web-based EHR open to handle everything. The calendar works better and is easier to manage in the EHR, while the desktop app is better for viewing scanned documents but even then every scan or fax still needs tedious renaming. And the physician still cannot simply see those documents in the chart without downloading them and clicking through pages one by one in the patient record.

“Decent platform”

Pros

The software itself isn't bad at all. It's fairly simple to navigate and feels reasonably user-friendly overall. The e-prescribing feature could use some improvement but aside from that, the system is above average.

Cons

After-hours support is where things really fall apart. If you need help at night or while you're on call over a weekend, you're basically on your own because they don't provide coverage outside regular hours. I was locked out of my account and four days later they still haven't been able to restore access. That's just not acceptable. They seem to care more about being polite than actually fixing the problem.

“Billing works really well”

Pros

Using it for billing has been very easy and overall the software works well. There have only been a few minor issues and it's good to see they continue updating the system.

Cons

The Electronic Medical Records side still needs some improvement although they are actively making updates there as well.

“Strengthens your online presence”

Pros

It came across as a really smart option for our practice. The platform is thoughtfully built to help strengthen your online presence.

Cons

The demo didn't give me quite enough detail to clearly judge any downsides. That said, it would be even better if the product could integrate directly with our EMR system.

“Helpful support throughout setup”

Pros

Having a dedicated CSC was a real advantage for our company. He was consistently available whenever I had questions and took the time to make sure I understood how to navigate the system correctly.

Cons

It could definitely do a better job with training. Most people aren't fans of a one-size-fits-all format especially when it relies too much on videos or trainers who only stick to their own agenda.

“Basic software”

Pros

It's very basic software without any standout features.

Cons

Getting it set up is frustrating and even adding a patient demo is not simple.