What users are saying about
5 Ratings
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Score 8.2 out of 101
7 Ratings
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Score 7.5 out of 101

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Likelihood to Recommend

Applied Epic

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.
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Kareo Practice Management

I can't imagine who it is appropriate for- unless you could care less if you get prescription refill requests from pharmacies, send portal messages to patients but they have no clue they have a new message to read. It's not ideal for large or small practices. Allow them to overbook your schedule with "new patients" that are on insurance plans you don't even accept for a 15 minute time interval...So if this the flow of your practice- this is the EHR for you. Otherwise, steer clear.
Ashley Toutounchi, MD profile photo

Pros

  • Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
  • Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
  • Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.
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  • Electronic eligibility checks makes checking coverage a snap.
  • Kareo is easy to configure and navigate. The ability to open multiple windows is great, and allows billers to move around to different areas of the software with minimal clicking.
  • Kareo has powerful reporting. The ability to run a variety of reports on demand is great. There are a number of predefined reports that can be further configured by the user, and Kareo makes available an Excel plugin that can produce additional types of reports if needed.
Kevin McBride, PTA, CHMSP profile photo

Cons

  • Employee Benefits Agency Management - we found that Epic could not be used to support our EB business and as such now have a bridge between the two systems. It would be fantastic if that was all integrated into one.
  • Contract Management - its hard to management/update account specific contacts especially for large companies that have changed and many points of contact
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  • I would like to see Kareo add the ability to print messages from the secure, built in messaging system.
  • Having a way to shorten the CPT or DX codes on the superbill would be great. Currently, the descriptions frequently exceed the column width depending on the length of the text description.
  • There's a current bug that causes the user account screen to refresh, and/or creates an error message. Reopening the window usually fixes the problem but this needs to be fixed.
Kevin McBride, PTA, CHMSP profile photo

Alternatives Considered

Applied Epic was more robust than some of the other systems we looked at. It had the ability to be configured to work with very large fortune 1000 companies all the way down to personal lines business which was advantageous for us.
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It seems to have all the bells and whistles we need for our practice.
Kristy Gallant profile photo

Return on Investment

  • Consolidated from multiple systems to one for P&C - reduced spend on maintenance of those systems and centralized our support making life easier for IT.
  • Positive impact on the time spent actually putting information into the system. Previously TAM was used and that system was hard to navigate and use.
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Pricing Details

Applied Epic

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Applied Epic Editions & Modules
Applied Epic
Additional Pricing Details

Kareo Practice Management

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Kareo Practice Management Editions & Modules
Kareo Practice Management
Edition
Physician Provider
$2991
Low-Volume Provider
$1491
Non-Physician Provider (Low-Volume)
$74.501
1. per provider
Additional Pricing Details