Kareo Billing Features

Price. As a new practice, price was very influential in the decision to go with Kareo. Our Success Coach was very helpful at first. Kareo appeared to have a high turnover initially which made it difficult during the first several months. However the Success Coaches were the highlight of Kareo's customer support.

The fact of the matter is their customer support lacks the manpower to answer calls in a timely manner to be helpful. I have had staff/myself on hold for over 30 min waiting to get through to customer support on several occasions. Just in the last couple weeks I opened a case file. Kareo says they will have someone call you within a certain time-frame. A week later I had my staff call to only find out that the case was closed out without anyone calling us and the problem still persisted. We have issues with provider super billing that rearranges diagnosis codes from the provider view to the billing view. Provider lists diagnosis in a certain order and when billing receives it it is in a different order.

Hello Patrick, Thank you for sharing your candid feedback with us. We are committed to working with you on overcoming any obstacles you've experienced, and will have someone reach out to you directly to discuss your concerns more in depth. Thank you again for your honest feedback, and we look forward to speaking to you soon, Regards, Kareo

The feature I like most about Kareo is the built in eligibility feature. Not having to login to numerous portals to check eligibility makes my job 10X easier!

I wish Kareo would not make you get out of the pt insurance info area to check the pts eligibility. This happened with the newest update and it is not very efficient at all. Also the same with adding a new Medicare policy, you have to get out of the insurance area and go back in to check hospice, the drop down box won't work unless you do this. Not efficient at all. I would also like to see Kareo automatically capitalize pt demographics when you are entering them, all other software programs I have used have this feature built into them.

No pros were added to this review

No cons were added to this review

Kareo is fairly easy to navigate even for a low tech person. The customer support team is absolutely amazing, they are always patient and extra helpful.

I feel I was mislead by the "success coach". He was is such a rush to meet his deadlines that he ran through the information at lightening speed and was very annoyed at my questions. Thankfully the customer service team does not share his lack of personality and has helped me get on the right track. The software itself is very easy to navigate, the initial issues I had were resolved by the customer service staff. In the beginning I called frequently and every time I was treated with much patience . Now that I understand better it is so easy to find my way around Kareo, customer service taught me many tips to problem solve and most of the time I am able to resolve my own issues with out calling.

Our company began using this software for billing almost 2 years ago. It was easy to set up and is very compatible with our EMR, Practice Fusion. I am the biller and I use this software daily. I find this software to be very functional, easy to maneuver and access all information in an efficient manner.

The integration of the software went very smoothly. There are a couple of things I would like to see this software do. One is to be able to see what "dates" the patient "unapplied amount" balances are from, without having to open up a settled DOS to "Apply Payment" for informational purposes. and two.. to be able to make notes in the "insurance aging" for each claim that is delinquent, so that when we open up the aging we can see if the claim has been worked on and what progress has been made to get claim paid. Other than that, I'm totally in love with this software. :)

easy posting - one or two of the reports come in handy

could use better reports - also, when you look up a claim and you are under that patient - It would be nice to have the system go right to that patient instead of having to scroll to find it.

Our CSC is a true asset to your company! He was always there to assist with my questions, and made sure that I understood how to properly maneuver the system.

Kareo needs to improve their training. Most people don't like a cookie cutter approach for training (i.e. videos, trainers that only teach what is on their agenda)

Hi Dee, we appreciate you taking the time to write an honest review. We will take your feedback to help improve the customer experience. We are happy to continue to support you and your business. Best, Kareo

I had never done billing before. Our PT clinic wanted to keep the billing in house so we tried Kareo. Of course I didn't have anything to compare too, but Kareo was easy to understand and the Kaero support was the best.

The price per therapist went up - with our reimbursement from insurance companies going down, we need to lower our cost

Many features, seems fairly comprehensive in terms of EMR/billing/Rx.

I'm a solo provider and Kareo is built for a larger practice. I needed a simpler, more streamlined EMR to modify/optimize for my practice. The visit workflow, billing setup and managerial upkeep are way too burdensome and needlessly complicated for my needs.

Hello, Ariele, and thank you for sharing your honest feedback with us. We apologize that Kareo was not a good fit for your practice. We also apologize for any confusion regarding the terms of your agreement. Kareo does not offer a trial period but has offered a period of time at no cost with the signing of an agreement to some customers, as we did in your case. We also are sorry that you felt pressured...

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Nothing. The interface is modern looking, but it hides the abominable lack of functionality. The EHR is a poorly thought out and is missing basic functionality. The whole system is clunky and you and your staff will waste countless hoursuyiuyi

I do not have enough room to write a complete list of how terrible Kareo is. Basically, the EHR is a poorly thought out and is missing basic functionality. The whole system is clunky and you and your staff will waste countless hours trying to create work arounds. Your system will go down in the middle of your clinic and you have no recourse. During a particularly bad couple of days of no and/or unusably...

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Hello Kyle, Thank you for sharing your experience with us. We are sorry to hear that you had a negative experience and truly value your feedback. It is important to us to understand where we may be falling short so we can continue to focus on providing a world-class experience for our customers. Although our managed billing solution is now managed by a separate company, this was not due to inadequate...

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It is easy to access patients and to schedule them. It looks pretty

The communication, or lack of it I should say. We have asked them to let us know once they have our statements ready to go so we can make sure that only the right statements are being sent. In the last 6 months we have been told once, (each month we ask and they tell us that they will do it next month, or they passed the info onto the team) In June they finally let us know... But in July again it...

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The text reminders are great and that's included. The app has a lot of features, maybe too many features.

I dislike how often it is down for repairs and maintenance. Sometimes, it happens right in the middle of the day putting us behind. The app has too many features but can't get a simple itemized statement.

Hello Michael and thank you for taking the time to share your experience with our software. We apologize that you've experienced any difficulties with our software. We have had a couple of instances of latency with our system the last two months but have taken steps to resolve this. We understand how much of an impact this has on practices, which has been our motivation to push forward with system...

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I have been a user of this software since the 90's. I found Kareo to be a very cost effective software which allowed for training new staff, integrating practices and decreased initial startup costs. Kareo continues to update and add new features which are relevant to industry standards and changes.

I would like to have more capability from some of the screens to multi task. Such as printing as statement from track claim status page. I would like to see Kareo add actual advanced billing personnel to the support staff who handle the help tickets. Currently some help tickets have been answered by sales staff. I believe this would speed up the process.

I love how easy it is to use and easy functions

some of the billing areas have a lot of steps to get to the final result.

Kareo Billing software and desktop application is fairly easy to use. Customer service is accessible. Cost for both Billing and EHR is fair. No contract.

NO WAY to view scanned or faxed documents in the EHR interface. This was the DEAL BREAKER.How can a physician see patients and chart while not being able to see what has been scanned or faxed into the system. A fax number (aka: kFax) is given to the practice for all faxes to be sent and eventually loaded into the EHR. Only problem is that once you try to view it, it can only be viewed AFTER SAVING...

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Mayelin, thank you for your candid review. We understand your frustration and we recognize why this feature is important to your practice. Your feedback has been shared with our Product Development Team for future improvements. We truly hate to see you go and do appreciate your time in business with us. Best, Kareo

I love the ease of use with Kareo. You can literally sit down, bring up kareo and start billing if you just read the screens. I've worked off of other softwares including Athena, Epic etc and the ease of Kareo is definately refreshing.

I have a wish list of a couple i things I wish Kareo had. On the clinical side, i would to be able to set up Kareo notes that it would automatically pull the cpt codes into the superbill. On both sides, platform and billing, i wish Kareo would hook up with the NPPES file so when i search for a doctor or practice for referring purposes, all the info would be there.

I don't have any positive statements to make about the software; it was a horrible experience.

This was my first experience with EHR software. I taught me how to make a more informed decision regarding the next purchase. First, I was hounded by Kareo's sales rep to purchase prematurely. Second, the facilitated training was very ineffective, and would have been helpful if the instructor had included hands on experience during the class. Third, nearly all of the class participants had purchased a subscription expecting Kareo staff to assist them with getting in network with payers. No one in the class was actually ready to use the system. Fourth, the Kareo system's new patient form is extremely lacking. The system does not allow the form to be modified or replaced. Consequently, my staff had to email a new patient form or make it available during the patient visit.

Hello Getty, Thank you for your thorough review. We're sorry to hear you had negative experience with our product. We have been able to identify one training session you participated in and will contact our training team to obtain more details about this instance and provide your feedback. In regards to the participants expecting Kareo to coordinate credentialing services, this has never been offered...

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We love being able to use Jopari for work comp and auto, I do not find other software offering this. Also printing the HCFA with background from the system has saved us huge amounts of time and money with our significant volume of work comp and auto.

Reporting could be better; we would like some standard reports that we have in other software and have not had the time to work on custom reports. We need reports that we can run easily by CPT codes; client often have questions on what they have brought in by specific codes and the reports can be confusing. Also just basic year over year summary of charges, receipts and adjustments would nice. Enrollment is better but still an issue that slows down new clients. We can't print the UB form with the background for faxing claims. We want batch numbers on patient payments so we can track the office collection. ASC Medicare rates do not show up in the contract & Fees; it defaults to the professional fee schedule.

I came to our practice with no experience in health care and was immediately tasked with firing our 3rd party billing company and bringing everything back in house with Kareo. I had no experience in billing, patient demographics, insurance, posting payments etc. Within one week of our launch... we had the basics down and were able to seamlessly transition our single physician practice to Kareo....

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Some payers will make surprise changes in their EID that do not get updated into system tested into Kareo in a timely manner. It normally is discovered when payment posting gets out of whack and then it is discovered that the payer made a change in the technical date interchange. Then discovered that the change was not system tested in Kareo. It is a little bit of finger pointing on who is to blame for the interchange misses.... but don't get me wrong... when issue is discovered - they work to fix it - it just takes some time.

Being linked automatically with a clearinghouse and the ease of submitting claims and rebilling is far better than other softwares I have ever used. The ability to enter data is far easier and quicker than with those other softwares.

There's only 1 thing I have not liked about the software and that is the inability to modify all reports. For example statements/receipts to patients for payments they make. The provider return address is not in the upper left hand corner of the statement/receipt so it can be mailed...I have to handwrite the return address on it. Also there isn't a single report that can be given to a patient that contains the provider info, patient info, services and all their pertinent info plus any payments and adjustments so they can turn them in to their insurance or claim rep. I have to submit 2 separate reports.

We are able to use many of the tools, reports, and access in Kareo to improve our overall efficiency. We find claims go through successfully the majority of the time, entry screens are easy to use, and updating things like fee schedules are simple. Reporting is accurate and fairly easy to use, and we love the ability to write our own reports when we can't get what we need from the system (which is rare). There is a closed Facebook group of people who use the product and can support other users, and this is closely monitored by Kareo personnel, so it's a great way to interact and get help.

We would like to be able to do things across all our clients (enterprise level), and to have a cleaner collections follow-up, without having to adjust things off and make notes, etc.,

Appointment, scheduling, submitting claims,

Invoicing, posting checks, and reconciliation of payments.

It has a smooth feel and not terribly hard to learn how to navigate the software. Also has a nice and easy to use self help page to look up "how to do's" on your own. The customer support is always friendly.

Several glitches. We were told to get the P400 card processor, which worked for a few swipes, then no longer is capturing on the Kareo side; however, the Stripe is capturing the transaction. We had made multiple phone calls to Kareo and Stripe, none of which has ever resolved the situation, and this has been months of reaching out. Also a big glitch in the patient's appointment times. We have...

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Hello, Thank you for sharing your insights on your experience while using Kareo. We are disappointed to hear that you've had issues with collecting payments, processing eRX requests or entering diagnosis codes. We would like to discuss these issues further with you. Someone will be reaching out to you to obtain your contact information so a specialist can contact you as soon as possible. Thank you again for your time and sharing your feedback, Kareo

The product on the app is ok to use once you set it all up.

Customer "Support" - Kareo has a vast support section, but you have to know EXACTLY what to type in to get results that are not buried in 30 other pages of key words. When you try to get answers to your questions, the support people try to assist, but the answer invariably is: here's the link to submit input for upcoming changes - changes that are NEVER implemented. Billing: Kareo does not even...

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Hello Kalliste, Thank you for your feedback. We apologize if you've experienced any confusion while using Kareo. Our records show that you did have an implementation period from September of 2020 to February of 2021 where you had direct access to one of our implementation coaches. We do offer a variety of webinars & training videos through Kareo University & our customers are given access & asked...

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