There's a lot I like - and the best is the CBO function that allows me, from one login, to view all of clients at once - I can easily and effortlessly run roll-up reports. The dashboard shows the overall results of my business and I can easily click down...
Notes cannot be reopened, edited, or deleted by administrators after they have been “signed” which makes certain aspects of supervision and documentation review very difficult. There’s also no way for clients to electronically sign their treatment plans or...
I love the different user settings I can adapt for each type of user restricting access to some and giving more access to others. The ease of scheduling and canceling is great for everyday use as well as for training. There are many reports pre-loaded for...
There needs to be options available within the Kareo App, such as seeing if an appointment is Telehealth or In-Office and having the ability to update that as necessary. It would also help to have Customer Support available for questions.
There's a lot I like - and the best is the CBO function that allows me, from one login, to view all of clients at once - I can easily and effortlessly run roll-up reports. The dashboard shows the overall results of my business and I can easily click down...
I love the different user settings I can adapt for each type of user restricting access to some and giving more access to others. The ease of scheduling and canceling is great for everyday use as well as for training. There are many reports pre-loaded for...
Notes cannot be reopened, edited, or deleted by administrators after they have been “signed” which makes certain aspects of supervision and documentation review very difficult. There’s also no way for clients to electronically sign their treatment plans or...
There needs to be options available within the Kareo App, such as seeing if an appointment is Telehealth or In-Office and having the ability to update that as necessary. It would also help to have Customer Support available for questions.