PandaDoc vs. Tebra EHR

Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization.

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.

• Allows clients to remotely execute documents.
• Tracks the progress of document execution.
• Emails clients to remind them to sign documents so we don't have to follow up.
• Emails us when documents have been fully executed.
• Provides an easy-to use interface to place signatures, dates, and other information on our forms.

Incentivized

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

• Sometimes the fillable fields don't automatically map properly and you have to manually adjust.
• Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business.
• Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this.

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

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

Incentivized

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.

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

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

We haven't had any real issues regarding downtime as of yet.

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time.

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

It's scalable

Incentivized

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

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