What does the company do well? Kareo is the first billing/practice management platform that has really taken a look at the workflow of all of the relevant parties in a practice; provider, front desk, AND billing. So many other systems make the claims follow up and tracking portions of their system feel like you are fighting a losing battle. I love how simple it is to send claims and how easy it is to filter out items to get to the data that you really need.
What does the company not do well? There is a lack of customization in reports. One of the most common items I need is not something that Kareo can generate. Every year patients want a ledger of all of their payments for the year for taxes and this is NOT a report that Kareo has. I have to manually generate this for every patient and this just seems silly
What do you wish you had known about the company before using? Nothing..
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