Kareo Clinical - EHR Software

Easy and integrated

Kareo Clinical is surprisingly easy to use. Let us show you how easy it is to write notes and prescriptions, code encounters, and manage patients in our fully integrated, cloud-based EHR.

Electronic Health Records (EHR) Software Built with the Provider in Mind

An electronic health record, commonly referred to as an EHR, is a digital version of a patient's paper chart. EHR software allows you to access your patient's records instantly in real time. These records can contain information about a patient's medical history, medications, diagnoses, recommended treatments, and test results. Automate and streamline your workflow with EHR software that provides patient information at your fingertips.

Designed by Healthcare Providers

Kareo Clinical was designed and is managed by our team of healthcare providers. We worked hard to make our technology powerful with a focus on ease of use.

Start in minutes, not days

Kareo Clinical is cloud-based so there's no software to download and no hardware to install. After sign up, you simply create a log in, provide some basic information and your EHR is ready to go.

All the support you need

Kareo Clinical was designed to be intuitive. But we also want to make sure you succeed from the start so we assign you a dedicated Success Coach.

Enhanced EHR functionality makes it easier for independent medical practices to comply with MACRA and earn positive payment adjustments.
Kareo is the #1 EMR/PM for practices with 1-10 providers due to our comprehensive ability to deliver on the needs of independent practices and their patients.
Let us show you how easy it is to write notes and prescriptions, code encounters, view electronic health records and manage patients in our fully integrated, cloud-based EHR.

Designed for healthcare providers. All the benefits of an EHR Software without the hassle.


Configurable, Connected, CompassionateKareo Clinical is built with three clear goals. It's configurable to your practice, it connects seamlessly with billing and it is easy to use.

Note to superbill made simple

Pick a customized note type, use templates and text short cuts, look up problems that auto-populate a superbill. Pick from your code favorites. Send. Done!

Easy on an iPad

Kareo works to match your work flow. We built an application for iPad, iPhone and Apple Watch that allows you to view appointments, write notes, send superbills with ease!

Need to e-prescribe? You can

In the plan section of a note, moving between patients with your iPad or on the iPhone? No problem. With Kareo, you can e-prescribe from anywhere… and save your patients money too!

Everything you need in an EHR, Nothing You Don't

Comprehensive Dashboard

Enjoy intuitive dashboard, task lists, and customizable multi-resource calendar.

Simple Charting

See how simple and fast it can be to create patient encounter notes.

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Easy e-Prescribing

Save time and eliminate phone calls for you and your staff with electronic prescribing. Save your patients money too!

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Convenient eLabs

Automate inefficient paper based processes with Kareo eLabs.

Electronic Superbills

Complete and submit an accurate superbill in just a few clicks.

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Integrated Patient Portal

Share medical records and billing information and communicate with patients securely at any time.

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Secure Messaging

Conveniently message anyone in your practice, your biller or billing team, even your patients.

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Meaningful Use Stage 2 Certified

Meet the highest standards for maintaining data confidentiality and secure sharing of information.

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ICD-10 Ready

Trust Kareo to guide you and your practice through a successful ICD-10 transition.

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Maximize productivity

Support your staff's entire practice workflow including managing patients, uploading documents and sending secure messages.

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Flexible Calendar

Save time and customize your schedule so your front office can easily manage important patient communications.

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Agenda Overview

Get complete visibility at a glance by showing you outstanding items that need your attention for the day.

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Integrated Prescription Discounts

Search and compare prices at the point of prescribing. Increase likelihood of patients filling their prescriptions by providing them with discounts to save money.

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Easily review and make necessary adjustments to individual lab and vital trends on one screen while getting a holistic view of your patient's key data over time.

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Getting Started with Kareo Clinical EHR is Easy


Let a Kareo expert show you more details on our key features and ease of use


After sign up, just answer a few questions about your practice. We'll create an account built for your unique needs


Your assigned Success Coach will schedule a welcome appointment with you. They'll show you how to get the most out of Kareo!


Get started with Kareo Clinical

Physician Provider


As a physician provider, you get unlimited use of Kareo Clinical plus scheduling, appointment reminders and messaging.

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Non-Physician Provider

PA, DC, NP, PT, OT, SLP, RN, others

As a non-physician and therapist, you get unlimited use of Kareo Clinical plus scheduling, appointment reminders and messaging.

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Here to help you

Our mission is simple: to enable the success of your practice. From day one, we make it easy to get up and running with Kareo. Once onboarded, our support team is ready to make sure that your success continues. Free for Kareo customers.

  • Free Success Coach

    You’ll get a dedicated Success Coach – at no extra cost - which includes all the personal attention and support you need.

  • Help to move your files

    We'll help you get your files from the cabinets and closets up to the cloud, so they can be accessed anytime and from anywhere as electronic health records.

  • Support your way

    Get support any way you want. You can contact us via phone, email or chat. We’re here to help!


A Medical Billing Solution for Every Specialty

We’ve got you covered, from neurology to podiatry. We have the tools and resources you need to give your patients better care, and grow your practice.

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Features for

"Kareo will help you do what you do best and that’s getting back to helping people."

"Kareo is user-friendly and easy for your clients to use too."

– Dan Young

"Everything is so easy to access and so easy to see."

– Cheryl Day


Awards & accolades from industry analysts

Kareo is the #1 EMR/PM for practices with 1-10 providers Best in KLAS recognition further validates Kareo's focus on a passionate customer-centric approach. Learn more
Kareo was awarded the 2020 best practices award by Frost and Sullivan Kareo was awarded the 2020 United States Ambulatory EHR Enabling Technology Leadership Award Learn more
Kareo Clinical is ONC Certified Enhanced EHR functionality makes it easier for independent practices to comply with MACRA and earn positive payment adjustments. Learn more


Enabling the success of your practice

We believe in the power of your independent practice. That’s why we offer free resources to help you measure and manage your practice successfully. From white papers to webinars and more. You’ll find many great resources here for free.

Frequently Asked Questions

Why should I choose Kareo Clinical over another EHR?


Kareo Clinical EHR is built just for independent practices, and was designed by healthcare providers, so it has the key features you want and is surprisingly easy to use. Write a note, prescribe a medication, view electronic medical records and 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

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.tebra.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.tebra.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 make 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.tebra.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 e-Prescribing 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.

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Kareo EHR Resources

Everything you need, all in one place

Our complete platform includes all the functions and features to help you run a successful practice and deliver outstanding patient care.


Kareo Clinical delivers the EHR you always wanted. You’ll find everything you need to create notes, access critical information and navigate through your day with a new sense of speed and purpose.

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With Kareo Engage, you get automated marketing and front office tools to help you build your brand online and connect with patients. We make it easy for patients to find you, choose you, promote you and keep coming back.

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With Kareo Billing, there’s no better software to support your in-house billing process. Our web and mobile applications help your practice easily manage patients and the complications that come with billing insurance.

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Managed Billing allows you to focus on running a successful practice, including patient care. You collect faster payments with better insights, with medical billing experts you can trust.

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Sign up for a free Kareo Clinical demo today

2015 Edition Cures Update Certification

This Health IT Module is 2015 Edition Cures Update compliant and has been certified by an ONC-ACB in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services.

  • Vendor Name: Tebra Technologies, Inc.
    • Website: www.kareo.com
    • Address: 1111 Bayside Drive, Suite 150, Corona Del Mar, CA 92625
    • Contact: Beth Lyn Onofri, Sr. Product SME - Regulatory, [email protected], (866) 93-TEBRA (83272)
  • Product Version: Kareo EHR Version 5.0
  • Date certified: 12/19/2022 by Drummond Group, Inc.
  • Certification No:
  • Tested and Certified Modules: 170.315(a)(1-5,9,12,14); (b)(1-3,6); (d)(1-9,12-13); (e)(1,3); (g)(2-7,9-10)
  • Additional Software Required: LabSoft, Updox, DrFirst Rcopia, SmileCDR

Cost and Limitations

The monthly subscription fee for Kareo EHR v 5.0 includes all tested and certified modules listed above with exception of a one-time small set-up for implementation of e-prescribing of controlled substances. For a detailed explanation of costs and guidance, click here. Optional services, which are not required for CMS Incentive Programs, are available for a nominal fee. These services include custom template development and private CMS Incentive Programs coaching.

Real World test plans:

Year Test Plan Test Result
2022 2022 Test Plan 2022 Test Results
2023 2023 Test Plan



Explore Kareo Clinical Features

Browse these short videos, to get an idea of how Kareo Clinical works, and what's make it better than the rest.


Kareo Clinical is surprisingly easy to use. Let us show you how easy it is to write notes and prescriptions, code encounters, and manage patients in our fully integrated, cloud-based EHR.


The combined power of Kareo and PatientPop

As leaders in clinical, financial, and practice growth technology, Kareo and PatientPop have joined forces as Tebra to support the connected practice of the future and modernize every step of the patient journey. Learn more