“Detailed onboarding process”

Pros

It is very user-friendly and doesn't take long to learn. The interface feels user-friendly, the navigation is simple and getting around the system is pretty simple. The onboarding process is thorough and the rep who helped me through it was fantastic.

Cons

While it works with most, if not almost all, major commercial insurance carriers and Medicaid, it doesn't support Medicare claims at all.

“Can reach patients through email and text messaging”

Pros

Being able to reach patients through both email and text messaging is really helpful and makes communication much more convenient.

Cons

patients can't view their information in the portal unless a provider interprets it first and the accounting section is hard to understand and not very clear.

“Disconnected systems”

Pros

It is web-based which is definitely a plus since there's no extra software to install for clinical work. It's also helpful that the platform lets you contact patients directly on their phones by either email or text.

Cons

Using this software has been frustrating overall. The billing/AR side and the clinical side run through two separate Kareo systems and they don't work together smoothly. The document labels also differ between the two systems which makes things more confusing than they should be. Financial entry mistakes can't be corrected without reaching out to support and there's no simple way to balance funds at the end of the day. A lot of the day-to-day workflow feels unnecessarily limited. On top of that, multi-page faxes come in as separate .tif files one page at a time which makes linking and organizing documents a tedious process.

“Excellent standardized reporting”

Pros

Getting around the platform is fairly simple and the standardized reports it provides are excellent.

Cons

Creating customized reports takes more effort than with other software I've used.

“Exceptional support”

Pros

It is very user-friendly and the support team has been great.

Cons

I'm not able to print the notes I enter into a patient's chart.

“Saves me a lot of time”

Pros

Having everything in one place to handle billing for my providers is a huge plus. Our EHR also integrates directly with Kareo which saves me a lot of time and makes the whole workflow much more manageable. On top of that, the help we received during setup and the ongoing support have been excellent.

Cons

Fixing mistakes in payment posting isn't very user-friendly and the process takes a fairly steep learning curve to really understand.

“Their team responds quickly”

Pros

After working with plenty of software programs over the years, this one feels user-friendly to me. The support team has also been solid and customer service responds in a timely way which makes a big difference. Overall, the people helping on the support side have been really good.

Cons

At times it can be pretty laggy and it definitely runs into software issues more often than it should. Unfortunately, no software is perfect and anyone with a general understanding of these systems would probably agree with that.

“Solid design”

Pros

The product has a clean look and the overall functionality works well. It feels built on a strong foundation and if you've worked with an EMR before, it's fairly simple to learn and navigate.

Cons

A couple of features are frustrating though. When medications are given during a visit, they don't flow into the note automatically. On top of that, the complete prescription details like quantity and number of refills, aren't added to the note either, only the directions show up.

“Can always count on it”

Pros

The thing I appreciate most about it is how reliable the product is. It consistently works the way I need it to and that dependability stands out the most to me.

Cons

Writing letters in it is not very simple and there's no way to print labels which is frustrating. The referral workflow also feels complex and it doesn't offer a true referral log as required by HIPAA.

“Pricey for solo practice”

Pros

Handling basic SOAP notes worked well and the overall workflow was simple but the available features didn't offer much room for customization.

Cons

For a solo practitioner the cost feels incredibly steep. They do offer a "Friends of Kareo" rewards program but it comes across more like a way to recover a small portion of what you're already paying for this expensive software.

“Responsive customer support”

Pros

After working with several billing platforms over the years, it has been one of the quickest to learn and start using confidently. It's very simple to navigate and when something isn't immediately obvious, there are helpful tools available to guide you through it. On top of that, customer support is responsive and does a really good job of resolving any issue efficiently.

Cons

I don't have any complaints. Everything, from patient details to our business information, is simple to locate and access quickly.

“Unreliable system”

Pros

The system is user-friendly and generally simple to navigate most of the time.

Cons

It doesn't always function the way it should. Sometimes it posts payments and adjustments twice and other times it doesn't apply payments at all.

“plenty of small problems”

Pros

A few features are genuinely useful especially the free patient portal and the option to jump right back into recently opened patient charts with shortcuts.

Cons

That said there are plenty of small frustrations that add up like not being able to send files to patients, getting logged out constantly and noticeable gaps in the patient portal. It used to not notify patients when something new was there and now it sends alerts when they're tagged in staff-only messages which is really confusing for patients.

“Customer support stands out”

Pros

Customer support has been a strong point overall. Although the tier 1 team is based in Puerto Rico, they usually know the system fairly well. The only real frustration has been how hard it can be to get connected with someone more specialized when a deeper issue comes up. At times, the answer is simply "I don't know," followed by an offer to pass along feedback to help improve it.

Cons

A major problem for us was how heavily the platform depends on insurance-related functionality. Our Kareo sales reps knew from the start that our practice does not take any insurance other than Medicare yet they still strongly recommended the product. Once we got further into actually using the software through a paid subscription, it became clear that there were a lot of mismatches for the way our practice operates, along with several complications that required workarounds. It did make attempts to help with these issues but in the end they acknowledged that their sales team had sold us a product that was not a good fit and that they could not really help us use it effectively.

“Ability to print, fax and email directly”

Pros

I appreciate this software. The system is user-friendly and the notes are clear and simple to read especially when the physician includes all the required information. I also really appreciate being able to print, fax and email directly from it, I absolutely love that feature.

Cons

maintenance upgrades can be a real problem because service is sometimes unavailable for anywhere from one to three days. In an office like ours, that kind of downtime is a major issue. We've even suggested having a backup server so we can keep working while problems are being fixed but that still hasn't happened. Customer service is another weak point for this company and definitely not a call I ever look forward to making. The process is frustrating and having to go through list after list of extensions feels like a complete waste of time.

“Appreciate its simplicity”

Pros

I'm really pleased with how simple it is to use and how simple the training has been.

Cons

I do have a few very specific things I need to track. Honestly, I haven't found another system that offers exactly what I'm looking for either so I'll be sticking with Kareo.

“Affordable practice management system”

Pros

It was one of the first EHR and practice management systems I used and it was very simple to pick up regardless of someone's computer skill level. The EHR and PM pricing is also noticeably lower than a lot of other systems on the market which makes it even more appealing. On top of that, their interactive webinars helped me understand a lot about billing operations and the way they present the material keeps it clear and beginner-friendly.

Cons

Handling adjustments or making changes after money has already been posted to an account can be better. Whenever that came up, I usually had to reach out to customer service for help.

“excellent plug-and-play design”

Pros

This tool offers a smooth platform that gives providers convenient access and makes documentation simple. Its plug-and-play design also helps it fit into a practice without much hassle.

Cons

Customer service could definitely be improved. It also seems like Kareo puts a lot of attention on rolling out newer features while older unresolved issues are still being overlooked.

“Ideal for small practices”

Pros

It has been an excellent EMR for a small independent provider office. It works really well for practices that are managing things on their own.

Cons

duplicate charts created by mistake can't be merged.

“Limited features”

Pros

The only real positive was that the basic features were fairly simple to use.

Cons

Beyond that almost everything else was disappointing. There's barely any customization, prescriptions are limited to basic medical needs and there's no support for compounding. When I asked for modifications and improvements, the response was slow and my concerns were mostly brushed aside which made finding workarounds even more frustrating.