CGM Medisoft vs. Kareo Medical Billing

For smaller practices that do not bill insurance, Medisoft may be a bit more than they really need. However, if they desire the ability to track patient appointments and financials all in one place, as well as run detailed reports on practice data, this still may be a good option.

In my experience, problems with them adding incorrect fees to pad their bills coupled with their unethical business practices such as locking you out from accessing your EMR at the drop of a hat prevent me from recommending Kareo to any practice. Reliability is paramount. Kareo's use of unethical business practices (locking you out from your EMR or disabling your EMR all together) can result in a physician being sanctioned by the medical board (inappropriate medical record keeping) or financially destroy a small practice leaving them with NO ACCESS to their ERAs/patient billing accounts etc leads me to NOT reccomend their products or doing business with them.

• Medisoft is relatively easy to use.
• There are a lot of customizable features.
• Training users on the product is not a long process because it is intuitive.

Incentivized

• Kareo stays up to date on insurance changes which allow for smooth transitions.
• Kareo asks for feedback and has a place to go and request changes or additions that would make our job easier.
• I love that you can submit a help ticket or call, if you prefer, with any questions or problems that you may have. They are always very prompt with their follow up.

• Medisoft is hard to teach to new employees.

Incentivized

• I've spent hours on the phone discussing various issues with regards to data variance between two different source documents within the software. At one point, I could not reconcile the A/R balance on one of the dashboards to the A/R balance pulled from the Excel add-in. Unfortunately, their support teams were not able to help out with this.
• The Excel add-in falls short in a few key areas. Specifically, they do not provide a simple method of joining data fields from the "charges," "payments," and "transactions" tables. One is left to attempt to join the data sets via VLOOKUP or INDEX(MATCH).
• At times, we have had issues with the API providing information that would not tie out to figures reported elsewhere within the software. Unfortunately, their support teams were not able to help out with this.

Incentivized

Kareo Medical Billing is very user friendly and the support they provide allows users to get their questions answered quickly and efficiently. The wait time to receive help is usually pretty good and most of the time we can ger our questions answered. We have found that is the tech help is unable to answer our question, they will attempt to find a colleague who is able to help!

Incentivized

I prefer Medisoft due to ease of use, functionality and custom report features. In my experience with other software programs I found them to be either less user friendly or lacking in key features that we require for our particular practice.

We are much happier with Kareo than Compulink. The software as a service makes it easy to manage claims from multiple locations when I cannot be on site. The reports and all other aspects I have mentioned as distinct to Kareo. We had a very hard time tracking things with Compulink.

Incentivized

• Medisoft is a good product, but I feel the cost of assurance is too high.
• With all the different components each being billed separately adds up quickly.
• Keeping patient charts/bills up to date is pretty easy.

Incentivized

• Kareo had an overall low return on investment.
• Despite the software being active at our company, we were forced to transition to a different solution within 6-months of implementation.
• The time spent attempting to reconcile the system to itself was rather wasteful.

Incentivized