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Kareo Clinical Logo
Kareo Clinical
3.9
(365)

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Cloud-based electronic health record (EHR) solution

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(2)

Kareo Clinical Features

Features Summary

Functionality

3.7

/5

365

Total features

41

7 categories

Kareo Clinical features

Activity Dashboard
Appointment Scheduling
Billing & Invoicing
Calendar Management
Charting
Claims Management
Claims Scrubbing
Coding Assistance

Common features of Electronic Medical Records software

API
Activity Dashboard
Appointment Management
Appointment Scheduling
Automated Scheduling
Billing & Invoicing
Calendar Management
Charting

Price starts from

125

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

3.7

/5

365

Price starts from

125

visit website

Total Features

41

Unique features

  • Coding Assistance

  • ONC-ATCB Certified

  • Drug Reference Database

  • Meaningful Use Certified

Functionality

4.4

/5

2.5K

Price starts from

29

Per month

visit website

Total Features

119

Features in Common

27

Unique features

  • Team Notes

  • Payment Processing

  • No-Show Tracking

  • Assessment Management

Functionality

4.5

/5

824

Price starts from

69.95

Per month

visit website

Total Features

48

Features in Common

18

Unique features

  • Inpatient/Residential

  • Role-Based Permissions

  • Template Management

  • Electronic Payments

Common Kareo Clinical comparisons

Reviewers who mentioned features said:

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Cynthia M.

Verified reviewer

Mental Health Care, self-employed

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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#1 User-Friendly EHR Ever Used!

Reviewed 3 years ago

In my experience of over twenty years using various EHR software platforms, I and can honestly attest that Kareo is by far the most user friendly and comprehensive EHR I have encountered in my professional career. I plan to be a loyal customer for life, thank you, Kareo!

Pros

Kareo is; user-friendly for people with little software experience, ready to go with little training, excellent implementation support, good customer service, amazing templates, forms and SALT Feature that cuts time & makes documentation a snap. The formatting/presentation of EHR notes is organized & professional. I love how I can select what information to share and can easily do so through the...

Cons

I would like to be able to attach documents to the internal email system when communicating with patients.

SS
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SLOAN S.

Mental Health Care, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Kareo Clinical

Reviewed 2 years ago

Overall, our practice has had a pleasant experience. Other than some minor things that could use improvements we are satisfied. We can see that Kareo is working on improvements as they update us monthly.

Pros

The software is user friendly. It has been easy for new hires to pick up and all staff in our facility including providers feel it is easy to use. They have made many daily features easily accessible such as ordering labs, sending referrals, sending msgs to patients, and scheduling. They give you updates on any new features added including links to videos on how to use new features. Issues have been minimal but when I do have issues customer support is always more than helpful, and the wait time to talk to a human on the phone is never that long. Overall best software I have had the opportunity to use in my career.

Cons

The referral loop system could use some upgrading in my opinion. Erx requests section has become a chore. For example, one patient will have 6 medications, and I have to click on each one and deny/approve each one individually, I would like to have the option to select multiple medications for one patient and select the response and submit. Especially when denying the medications, if I am denying one...

GV
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Gabriel V.

Medical Practice, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Don't buy Kareo. The only thing guaranteed is that you will lose money and customers.

Reviewed 2 months ago

Totally a disaster. I can not say anything but a complete failure. Patients cannot access the portal. 8 out of 10 patients cannot access the portal. The system constantly says that the DOB is not correct. Kareo intends that for each patient who cannot access the portal, the clinic performs a test. The system does not communicate in any email other than Gmail. Forget about being able to send intake forms or anything to patients who have Yahoo, and Hotmail, among others. For each claim, Kareo intends to do a test. If you decide to use Kareo, you better hire staff in your clinic just to make claims and do tests with Kareo every day. You cannot itemize invoices. The system is not easy to use. It cannot be customized. I can't recommend it. I guarantee you will lose money and customers.

Pros

No pros were added to this review

Cons

I can't say anything positive. The experience has been so frustrating that I can't think of anything positive. All I can think about is how embarrassed I'll be with my next patient who can't access the portal.

DM
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Debbie M.

Medical Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Kareo Review

Reviewed 2 years ago

The support team is usually very helpful. We appreciate the ease of use of the clinical and billing (besides the issues with the medication portal). The only issue we have now Kareo and our other EMR system was having issues working together and getting a issue we were having resolved (its been 2 months). I had to get involved and now it seems as though both parties are working together to resolve our issue we is much appreciated.

Pros

Scheduling, Billing and ease of use with the EMR system (except for one issue).

Cons

Med Portal. Kareo uses a 3rd party at that controls how providers are allowed to send medications. We are a Pain Management Practice and at times need to be able to send pain medications outside the parameters that the Kareo 3rd party sets (1 pain med per 24 hours) this caused us set backs during clinic and we had to change to a different EMR system. We did not want to change but were forced to due to the parameters set by this 3rd party controlling the Medication Portal.

JM
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Julie M.

Health, Wellness and Fitness, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great for 1st time EMR users

Reviewed a year ago

Overall it has worked well for our smaller company. We are still finding beneficial shortcuts in the system making our workload easier.

Pros

Kareo makes it easy to navigate through the system from start to finish

Cons

Sending medical records out, I wish there was an option to insert a date range.

RP
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Robert P.

Health, Wellness and Fitness, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Expensive Glorified Text Editor

Reviewed 3 years ago

I used the EHR and billing for a little over 2 years until Kareo decided to start charging an outrageous fee for the EHR part, and then made it nearly impossible for me to get my patient charts out of the software and provided ZERO support for this, and then ultimately deleted several years worth of patient records.

Pros

This EHR is essentially a glorified text editor with billing functions. This gave it the ability to adapt through templates and macros to a wide variety of documentation scenarios, not pidgeon-holed into a specific speciality.

Cons

Billing was not fully integrated into the EHR, meaning that the billing needed to be entered separately from the charting in a separate program that didn't carry over more than demographic information from the charting portion.

CL
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Cheryl L.

Hospital & Health Care, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Kareo EMR Software for Mental Health Outpatient Practice

Reviewed 4 months ago

Very dissatisfied with customer service. Moderately dissatisfied with the clinical aspects.

Pros

Clinical notes access and availability is average. Scheduling of patients is fairly streamlined.

Cons

Customer service is non-existent; they take multiple days to answer or return phone calls. The representatives are not adequately trained for mental health practice requirements and extended time periods are required to answer questions. The software is non-functional too often making patient appointments impossible without access to the software. Their integration with EPCS / Dr First is poor; there are frequent occurrences of inability to electronically prescribe controlled substances. The customer service representatives blame other departments instead of providing assistance. Forced to enter into a one year contract when told when started the service that we would never be required to enter into contracts.

CI
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Charles I.

Health, Wellness and Fitness, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Buggy with no solutions

Reviewed 5 months ago
Pros

Inexpensive and easy to use. We had a staff person who used for a solo practice and was familiar.

Cons

Features are buggy. Patient messages and communication is hard to use and does not attach to the patient chart, schedule is unwieldy and buggy. You can’t see blocked time in day view. There is also no audit trail for changed appointments. Lastly they fired the sales rep and did not honor his pricing and tried to lock us into a long term contract.

AM
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Armen M.

Management Consulting, 1-10 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Better than most

Reviewed 3 years ago

Customer service patient dashboard and simple interface.

Pros

Modern platform, ease of use and on-boarding options.

Cons

It's not for large organizations, that said it will fit most practices.

JC
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Jessica C.

Medical Practice, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Kareo use as a single provider/physical therapist

Reviewed 2 years ago
Pros

This is an affordable option for someone just starting out and not making a ton of extra money for fancy software. Most of the documentation is straight forward. SALT notes and SALT superbills are great for me.

Cons

The calendar feature doesn't allow you to schedule anything other than a client, therefore it is not a calendar I can use exclusively for work since it is so limited. The billing and documentation portions are clunky on a Mac. I'm not sure why this isn't better integrated.

PL
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Patrick L.

Mental Health Care, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Could be great, but isn't yet

Reviewed 7 months ago

...I'm using this space to continue describing my cons, because I ran out of characters above. On the prescribing side of things, the med interaction warnings are of no practical utility, unless you like warnings without any explanation. I'm glad that when i was new to my role, we used an EHR that would generate warnings with descriptions of the interaction and reason for the warning. For any controlled...

Pros

Relatively simple user interface, ease of navigation, ability to send lab orders electronically, responsive customer support, engaged customer support specialist during on-boarding, the note structure is great because you can see all the note sections all the time, which makes concurrent charting a breeze. Apparently the billing side of things is nice to work with (I don't work with that side of the...

Cons

A little context: My work computer is a MacBook Air (M1, 2020) that is running up-to-date Monterey OS. I have used both Chrome and Firefox, both up to date (the recommended browsers) to work in Kareo and both have problems. My computer is also about 3 feet away from a high speed, very reliable wifi router. Issues: Until very recently, there was no auto-save feature for notes, and if something happened...

MW
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Melvin W.

Mental Health Care, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Things I would like to see

Reviewed 3 years ago

Overall I think this is a very good platform and very easy to understand.

Pros

Karen is a very easy platform to maneuver. I like how you can find you client data with one or two clicks.

Cons

I would like to see patients that are made inactive be placed in an archive. By looking at names that are no longer a client make it takes longer for me to maneuver through the platform. Also the charge for telemedicine sessions is ridiculous. I have to pay $7.00 per session. Telemedicine is about 80% of my business so I never can budget for Karen it is always a surprise at the end of the month....

LS
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Leann S.

Medical Practice, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Disappointed

Reviewed 3 years ago

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.

Pros

Documenting the H&P and progress note is pretty straightforward and easy. The superbill completion is also easy and seems to function well.

Cons

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...

Vendor response

Thank you for your feedback. We apologize that you feel Kareo has not met your expectations. Success Coaches serve as your main point of contact upon sign up during your implementation, their role is to guide assistance through milestones and facilitate processes between different departments (enrollments, training, support, etc). Although training may be intensive, it is very important that it be...

LP
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Lee Peter B.

Medical Practice,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Ease of use, full features

Reviewed 9 years ago
Pros

Having working with various paid and free electronic health record services at various institutions, I came across Kareo while researching for my presentation on mobile technology, cloud computing, and medicine at a national medical conference. The features, intuitive interface, ease of use, and HTML5 programming, which allows cross-platform interface and real-time update speed was remarkable. I've...

Cons

It needs a patient health record/portal and automatic appointment reminders to patients via text to mobile phones, e-mails, and letters.

MN
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Mary N.

Medical Practice, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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KAREO IS A LIFESAVER

Reviewed 4 years ago

My husband's words will be all I need to express: " OMG! I got my wife back!" Is that enough?

Pros

As a billing company, woman and entrepreneur, I found myself fumbling with other software and working myself to death. Ask me about a software and I will tell you about it. With Kareo, I was able to drop all of my clients into one system at once. Set up was easy and painless and I was able to keep my promise that billing never stops and that made my clients happy. With Kareo EMR and PM accessibility, my billing company soon found itself able to add not only consulting, training and virtual front desk/scheduling capabilities, but we are now unveiling our Virtual IT Director department so that we are able to continue growing. All this could never have happened if Kareo was not introduced into my life.

Cons

Listen. There is always something you don't like about a software. There have been some, but they are so insignificant, that I am unable to recall any that have not been enhanced with a request. In fact, if there is a request that will work for the entire Kareo community, you are encouraged to provide that so that they can put it into the software. That is how versatile this company is. For a billing company, they are there to hear you and encourage you and help you grow. You cannot say that from any one else. You really cant. So, yeah, things I don't like, I voice and they fix.

IM
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Isaac M.

Hospital & Health Care, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use EHR Ever Used

Reviewed 6 months ago
Pros

Kareo is; easy to use for individuals with little programming experience, all set with little preparation, great execution support, great client care, astounding layouts, structures and SALT Feature that cuts time and makes documentation a snap. The designing/show of EHR notes is coordinated and proficient. I love the amazing way I can choose what data to share and can undoubtedly do as such through...

Cons

I might want to have the option to connect records to the inward email framework while speaking with patients

LH
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Lisa H.

Medical Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Kareo EHR

Reviewed 3 years ago

Support has been outstanding. They can be reached within moments. There have not been any systems issues so Support has been used to determine how something functions. Our coach has taught us a lot and continues to reach out to see if we need anything.

Pros

The office is using Kareo EHR. The platform is modern and fast. It is available on PC, iPad, and iPhone which allows easy use in and out of the office. Patients like electronic reminders. Since the EMR is working well, my biller will being using Kareo PM shortly.

Cons

The platform doesn’t have a way to order requests that are not labs or imaging studies but we have used a round about to address this. Kareo upgrades system monthly so this may be addressed in the future.

TG
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Thelma G.

Medical Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Review of Kareo Clinical EHR

Reviewed 2 years ago

Overall the experience is good and would recommend the product to new and incoming clients.

Pros

I have used Kareo EHR for a little over a year now and have found the software to be easily navigated. I like that it is interfaced with the Practice Management program to do the billing, accounting and reports which make the job more organized. It also allows me to be interfaced with the laboratory that I use to have the lab results within the patients chart. The chart format lets me see what part I would like to review such as history, accounting, demographics, etc. Easy to apply payments. The ERA's are easy to navigate and apply payments.

Cons

The practice software has a few glitches that we have to call for assistance in getting corrected. Getting set up with new insurance takes some time. There is duplicate billing on occasion.

RB
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Roya B.

Mental Health Care, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Knowledgable - Affordable - Reliable - Easy to use - On it

Reviewed 4 years ago

We implemented Kareo into 3 of our behavioral health clinics a few years ago to get rid of paper charts and improve our collection processes. Not only were those 2 goals met, we have seen an increase in patient satisfaction, provider compliance with documentation, and our clinical processes have become streamlined. Kareo has benefited not only our business, but our patients which is our top priority.

Pros

Kareo has everything any practice and/or speciality would need from an EHR / PM system. Kareo has a user-friendly scheduling platform that allows office staff to efficiently complete their duties. Our providers have had a positive experience with the clinical platform that allows them to e-prescribe, document effectively, as well as ensure compliance with CMS, MACRA, MIPS, etc. The billing platform is also easy to use, but what I like most is the reporting system. You can literally run a report for anything! Kareo rocks!

Cons

What is there not to like? Kareo is the only way to go! #teamkareo

PC
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PATRICE C.

Mental Health Care, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SENOR BILLER

Reviewed 3 years ago

BY US BEING NEW TO THE SOFTWARE WE NEEDED TO CALL FOR HELP OFTEN. EACH TIME WE CALL THE REPRESENTATIVE WAS VERY HELPFUL AND PATIENT SOLVING OUR ISSUE. WE NEVER WAS DISSATIFIED WITH A CALL FOR HELP. THEY ARE TO BE ADMIRE FOR THIER COURTESY AND PATIENTS.

Pros

ITS VERY EASY TO NAGIVATE AND SAVE TIME ON SUBMITTING CLAIMS

Cons

THERE ARE NONE. THIS SOFTWARE HAS PROVEN TO BE GREAT.

MH
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MIULAN H.

Medical Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Useful Program

Reviewed 3 years ago

Like I said prior, the program is easy to navigate, input, and search for information. Overall, this is a great program to use I would recommend this program to another facility.

Pros

There are many reasons that this program is useful. A few is: 1) The ease of access to information looking for 2) The ease of program navigation 3) Customer Care quality (when and if there's an issue) 4) Fast response and how the issue is handled 5) The ease of inputting of information

Cons

The only thing that I find to be an issue is the "Rejection" responses to the Clearinghouse reports. For example, I have had a few claims that were rejected with "Remaining Patient Liability is required when Line Adjudication Information is not sent." I have gone over the COB from when I posted the payment and all the required information, payments applied, and patient coinsurance is all inputted correctly, but I still got a rejection notice. To me, that is a little confusing.

CM
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Carrie M.

Medical Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Kareo Clinical is great!

Reviewed 2 years ago

Overall the experience of using Kareo has been wonderful. I have been using this software for a little over 2 years now and I find it very easy to use. Another great aspect of this software is the patient portal. Patients enjoy how easy it is to access their medical information and always compliment it, which in turn makes my overall experience (and Job) easier.

Pros

Kareo Clinical is so easy to use. Navigation throughout the system is easy. Patient charting is labeled so well. It only takes a second to find what you are looking for, and in a busy practice that means alot. Customer Service is very kind, friendly and knowledgeable.

Cons

Only con is hold time when you call in to speak to someone. Waiting over 20 minutes to ask a question seems a bit long. I realize that they are busy helping other clients, but it can be very frustrating. Alternatively, you can chat with them online which only takes a few minutes, so I now use that method instead.

RL
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Rebecca L.

Health, Wellness and Fitness, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Customer Support and Usability

Reviewed 3 years ago

Kareo has made my transition to private practice easier and less stressful. In addition to documentation and billing, there are additional features that have been helpful such as eFax and a provider profile. These saved me the trouble of adding a fax machine or needing to set-up an additional website. I am very happy with Kareo and the support I am receiving.

Pros

Kareo has been very easy to use. There are several template which made it easy to set-up and maintain documentation. I am especially impressed with the coaching and customer support. My questions have been answered quickly and problems have been resolved efficiently. The people with whom I have spoken have been friendly and professional.

Cons

As an independent practitioner, I do not need to create elaborate reports. I have not tried any of the reporting features.

KO
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Katherine O.

Mental Health Care, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great for Our Non Profit !

Reviewed a year ago
Pros

As the biller for our office, I enjoy being able to send claims directly through the software as well as receive ERA's extremely fast. Our office utilizes the messaging feature on a daily basis to forward information between staff. We love being able to text and email clients directly from the software as well.

Cons

Features that could be improved are first and foremost with the patient portal. The portal does not allow scheduling/viewing appointments directly through it. Also it only allows one client to register per email, which causes an inconvenience for our clients who have multiple family members that attend. When integrating our information from the old system to Kareo, alot of the information did not go to the correct areas of the software and we have had to manually fix alot of it.

BR
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Bridget R.

Verified reviewer

Mental Health Care, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Does better for a medical practice

Reviewed 4 years ago

I love being almost paperless and appreciate being able to upload the papers we have.

Pros

I like the dashboard the most. It is easy to read and has a lot of information on each client as well as ability to schedule and take a payment. I also lov ed the drop downs for notes and SALT notes and SALT bills! Th hey save so much time.

Cons

Billing and notes are not well integrated. I cant keep track of clinician notes, and they keep messing up the bills because there is more than one way to do them and multiple ways to mess them up. It's made for doctors so I can't customize it for my practice. It doesnt include assessments and interventions, good diagnostic assessments, or integrated psychological assessments. I canxt control what forms my clinicians use, and am lost without medical biller. There isn't online signatures for forms either.