Conversica vs. Keyplay vs. Tebra EHR

Conversica is an excellent tool if you have a large database of potential students, sales leads, or other forms of potential customers/users. It does not replace human interaction, but instead supplements it - allowing your admissions/sales/retention team to spend their time with those individuals that are in most need of assistance - whether that be because they are "hot leads" for a sale, students with a sincere interest, or customers needing assistance beyond the capabilities of an automatic system.

Incentivized

Kareo is not an appropriate application for any real-world clinical need. It is highly unreliable, crashing frequently, and often becomes frozen. It also cannot ingest data from Therapy Notes, which was a promised feature of the platform according to the sales team. Additionally, when we ran into reliability issues (every day, with every clinician at the practice, across a dozen different office locations with different internet service providers) we were not offered the ability to cancel our contract. Until the reliability issues are fixed Kareo is not well-suited to any use case because it does not work.

• Conversica is great at working low level leads and surfacing those that are in fact interested in your product or service.
• Conversica is also useful in weeding out leads that are not strong.
• Since Conversica is sending emails to various prospects, customers and opportunities, it allows sales, account managers, service etc, to focus on other activities, thereby saving time and freeing up resources.

Incentivized

• Catching missing patient info
• Catching missing insurance info
• Providing mailing addresses

• The method of standing up campaigns can be a little tedious for administrators because it uses copy/paste of Salesforce Campaign ID instead of just searching for active Salesforce campaigns.
• Understanding the conversation path options that the AI could take is improving greatly, but can still use some improvements for admin awareness when standing up a new conversation.
• Understanding what conversation types exist and how they differ from one another is sometimes difficult to self-serv, but the Conversica team is always very good about helping out explaining these.

Incentivized

• Everything created can always use adjusting depending on the situation
• Adapting to client needs quicker
• Problems are not reported in a timely manner

Incentivized

Tool is extremely powerful but comes with a heavy price tag. As long as we close more than 30 deals with year with Conversica's assistance it will be an easy choice to renew. If we don't we will have to figure out if these funds are best spent in other lead generation places.

Kareo was a massive waste of money. It's an unreliable product without promised features and sold by a disingenuous sales team. We will stick to reliable services like Doxy, Therapy Notes, etc.

Standalone, it's very easy to use. It becomes a little more complicated when you're working with it as an integration in Salesforce.

Incentivized

The user interface is fine but it the app constantly freezes or crashes.

Our account manager and support rep have been extremely helpful in helping us get the system where we wanted it. Given our original use case as a lead qualifier, a lot of the conversations needed to be altered or exceptions created in order to provide the customization we needed. Our AM and support rep were able to accommodate most of our requests and were extremely helpful in working with us on a solution.

Incentivized

The implementation went smoothly. The only advice I would give for anybody looking to integrate Conversica with Salesforce is to ensure that either you or somebody within your organization has experience with process builder as you'll need to create some processes to force your leads into Salesforce campaigns for the Conversica system to pick them up.

Incentivized

I haven't looked into many other conversational ai products - we received a solid recommendation about using this and have been happy with the process and experience. Price was also pretty good, so we didn't feel a need to shop around on that front. If things change I'll do that homework, but we're happy for now

Incentivized

I selected Kareo EHR because it was a lot simpler to use and the customer service was definitely better. Every representative I have spoken to has been super friendly and helpful.

Incentivized

• We have found that each conversation type has a different ROI. Some are very hard to report off of, whereas others are easy. this is because some are more built around building awareness of what we offer where they may not purchase it for months down the line.
• Has helped us to save on salaries. If staff were to try to do the same thing our AI Assistant does, it would take them many hours to be as successful.

Incentivized

• We have negative reviews as we were sold a product that left out some key variables. Things we really needed to make the transition.
• I don't think KAREO is good for small business (0-10 employees) because their prices for additional or standard features is steep. They charge by the therapist to boot and it is steep!
• Again ASK questions; do a test run; ask about the migration of your data and its charges.
• You sign with them you will be locked into a 12 month contract with no out clause. If they are costing you the money you have to stay with them.

Incentivized