Get answers to the most common questions about Kareo
Below you'll find answers to the most common questions asked by other Kareo customers organized by topic:
Why should I choose Kareo Clinical over another EHR?
Kareo Clinical EHR is built just for independent practices, and was designed by doctors, so it has the key features you want and is surprisingly easy to use. Write a note, prescribe a medication, create a superbill in just minutes. Plus, we offer full customer service and training support free of charge. In recognition of this, Kareo was recently listed as a Top 100 EHR by Medical Economics.
How does the integration between Kareo Clinical and Billing work?
We write patient records, insurance information, and appointments to the same database so you are always in synch. We seemlessly push superbills from Kareo Clinical to Billing and automatically scrub your claims to improve the success of your billing process. According to MGMA, using integrated technology like Kareo can improve your overall revenue by nearly 10%.
Will my local pharmacy be listed in the EHR?
By partnering with SureScripts, we electronically prescribe to over 50,000 pharmacies across the United States. While a very small number of local pharmacies don't yet accept electronic prescriptions, you can still print prescriptions for patients if their pharmacy is not listed.
Wasn't the Kareo EHR free?
Yes, when we first launched our EHR, it was free. Our goal was to let customers get to know us as a company through the experience of using the EHR. As we developed the EHR into a fully functional and fully certified product and integrated it completely into the Kareo platform, we decided to include it as part of our affordable overall solution.
Are there specific system requirements to use your EHR?
Kareo Clinical is cloud-based, so all you need is a computer (PC or Mac, laptop or desktop) with a recent web browser (we recommend Firefox and Google Chrome) and a high-speed Internet connection. For Macs, we recommend Mac OSX Mountain Lion*, as the built-in voice recognition is the same as iPad and iPhone, and works great out of the box. For your PC, Dragon medical* is compatible with Kareo Clinical for dictation. *Dictation software listed is not included with Kareo Clinical and must be purchased separately if you need to dictate.
Is your EHR certified for meaningful use?
Yes! Kareo Clinical is 2014 Edition certified by the Drummond Group for both Stage 1 and Stage 2. Kareo’s CMS EHR Certification ID is: A014E01NDGFDEAD. For more information, educational resources, and training, visit our Meaningful Use Resource Center at www.kareo.com/meaningful-use.
Can I use my iPhone and iPad?
Yes! Please do! We have an application for iPad, iPad mini, iPhone and Apple Watch - they are a free download from the Apple Store. The iPad version is designed for in-office use. It has a similar feature set to the platform you can plus it is easier to carry, you can take pictures straight to documents and dictate with Siri. When you are logged in as a provider, you can e-prescribe, send e-referral and e-labs, and view lab results. The iPhone app can be used to check your schedule, and to review patient charts and recent notes. The patient phone numbers are "click to call", making it easy to reach out to patients on the go. To download the applications, visit the Apple Store and search for Kareo EHR. http://www.kareo.com/mobile-apps
Can I write a note on my iPad?
Of course! The note writing and template system was developed for mobile use. You can use the same note writing system from the desktop, along with all your personalized templates. The only difference is the interface is optimized for touch, since most of our fingers are a wee bit bigger than a mouse cursor. All customized templates are automatically synced to the iPad app.
Is my data secure?
Your data is 100% secure, guaranteed. Data is securely encrypted, stored, and backed up in the cloud. All your data being sent to and downloaded from our servers is protected with the highest industry-standard encryption. Kareo Clinical is compliant with all HIPAA Privacy and Security Rules.
What is involved to set up my practice and get started?
When you sign up, we will assign you a Success Coach who will be with you through your entire setup process. Your Coach will assist you with training and learning to use the EHR, in addition to helping you set up e-prescribing and e-labs. Our Training Specialists will help guide you through our training webinars. We’re always available to help so you can get the most out of your experience with Kareo! For more information visit https://helpme.kareo.com/02_Kareo_EHR.
What are some ways I can get familiar with the application?
Before sign up, request a demonstration with one of our Solution Consultants. After you sign up, you'll be assigned a Success Coach who will suggest the best resources. You can also visit our Help Center for articles and video tutorials or to sign up for training webinars. We highly recommend live training to get the most out of Kareo. For more information visit https://helpme.kareo.com/02_Kareo_EHR.
What is the learning curve?
Customers tell us they find Kareo very intuitive and their learning curve is surprisingly brief. We try to malke it easy! Typically, it takes about 30 days from sign up to being completely set up, trained, and actively using the EHR. However, proactive customers will tell you it can go much faster! We recommend providers and administrators sign up for a live training which is free. Your Success Coach can also provide more details to help speed up your training. For more information visit https://helpme.kareo.com/02_Kareo_EHR.
How do I get an existing patient and other EHR data into the system?
Kareo Clinical comes with a built in, completely free Demographics Import Tool. To access it, go to Practice Settings -> Data Management -> Import Demographics. Be sure to download the CSV template and input all data in the proper format. The tool contains a validation engine to make sure your data is looking good before it’s brought in. Kareo EHR gives you document storage, so you can upload paper charts, intake forms or whatever else you may need to store clinical data.
What templates do you offer out of the box?
Kareo Clinical has over 200 system templates including one each of the AAFP’s 100 top primary care reasons for visit, along with 44 mental and behavioral health templates. Our talented clinical staff adds new ones when they see a need and we updated them to work well with ICD-10. Finally, you can easily only see the templates applicable to your specialty by "filtering" our templates in MySettings -> Templates by clicking the "Set Specialty Filter" button.
Do you offer customized templates?
Yes! You can customize your own templates with our Template Editor Tool. The tool allows you to adjust existing templates or create your own. If you want to update templates we recommend you take our free one-on-one Template Editor training to get you up to speed on this feature located in the Kareo Help Center. If you’re not interested in modifying templates on your own, we provide a Custom Template Creation Service at an hourly rate. We also have tools to create custom note types - e.g. modify the note types you use regularly. For more information, contact your Success Coach or our Support Team.
How do you build a note?
From the patient's facesheet, click on "+ Note" in the upper right. It will open a SOAP note by default, which can be updated in My Settings, or you can select another note type (basically a form with sections) by clicking on the down arrow and selecting that note type. Then just click in the different sections and start typing . . . or use templates or text short cuts. Add or remove sections if you don't see what you need right away. It is that easy.
How is your note structure? Is it a big template of text?
Our notes have specific sections for the documentation you are trying to complete with specific templates attached to each section. For example, your note starts with CC (Chief Complaint), Medications, Allergies, Vitals in addition to Subjective, Objective, Assessment and Plan. Sections can be added or deleted as needed. Medications references Lexicomp for easy medication look up. We have a one click normal template for Objective and search for ICD codes by problem description in the assessment section. Finally, you can write prescriptions and find educational material in the plan section.
How do I send out a referral or receive a referral?
You can do this electronically right within Kareo. We have a direct messaging feature, powered by Updox, that allows you to send and receive referrals as well as receive consults back. We also allow you to eFax summary documents.
Do you support electronic lab orders?
Yes! Electronic lab orders and results retrieval are free for over 40 different labs, including LabCorp and Quest. Refer to the lab lists online at the Kareo support site. If you want a different lab connection, we can explore that. There may be a nominal fee from our partner, LabSoft. Your Success Coach can help you set this up.
How many labs do you support? What about local labs I use frequently?
We currently support electronic interchange with over 40 different labs. If the labs you work with are not on our list, you can have your lab contact our Enrollments team. We will work with the lab to get them integrated with the Kareo Clinical. There may be a nominal fee for this work.
Does Kareo Clinical support EPCS?
Yes, Kareo Clinical supports ePrescribing for Controlled Substances via its partner Dr. First. There is a separate sign up process after enrollment with SureScripts and a one time $75 application fee. Ask your Success Coach for more details.
In addition to the functions I get with the Kareo Marketing, what else is included?
With Kareo Marketing, you’ll also get access to our complete platform and a number of additional functions. These include secure messaging, calendar and online scheduling, appointment reminders, registration, mobile and so much more.
How does Kareo Marketing integrate with other modules in your platform?
In addition to the functions accessible through the Kareo platform, Kareo Marketing fully integrates with additional Kareo modules, each designed uniquely for independent practices and developed to help you run a more successful practice. These include Kareo Clinical (EHR) and one of two billing modules including Kareo Billing (our do-it-yourself billing software) or Kareo Managed Billing (outsourcing your billing to our expert team). Also, Kareo Marketplace allows you to add customized clinical, financial and accounting functions through integrations with strategic partners. Welcome to the only complete platform. You’ll love your practice on Kareo!
How is Kareo Marketing different than similar competitor products?
We offer free support, free onboarding, a clear and simple pricing model, free trials and free features to ensure a positive experience for our customers. We don’t ask you to sign a long-term contract because we want to earn your business on an ongoing basis. We also have one of the few open API programs in the industry, allowing other companies to integrate directly with Kareo, providing a more complete platform and increased benefits to our customers.
What does the Kareo provider profile include?
The Kareo provider profile helps you establish a strong online presence. The provider profile is the easiest way to improve your Google search results and will help funnel patients to your practice’s website. With our easy and simple sign up process, you can instantly customize your own directory listing on the web with a professional-looking directory listing and site, allowing you to be found by patients.
Why is it so important for Physicians to Shine Online?
If you don’t shine online, you won't succeed in today’s highly competitive market. Therefore, it’s vital to maintain a strong online presence. Did you know that 77% of patients search online before making a medical appointment with a medical provider? Patients these days are savvy consumers who know how to find the best patient options available to them. Many will read online reviews and social media before choosing a doctor.
Why is it so important for Physicians to "connect" with patients?
A patient who has a bad experience may not come back. How you connect, talk to and relate with your patients is very important. Using Kareo Marketing will help to make their lives easier and will ensure they write positively about their experience.
What features does the Kareo provider profile include?
- Get the look of a professional, modern-looking web presence
- Easily update your name, location and office hours
- Get found easily on all the top search engines
- Allow patients to schedule an appointment online
- Upload your registration forms for patients to access and complete
- Link to the physician’s profile page from the physician’s own website or social media sites