SalesCaptain vs. Tebra EHR

When several technicians are out in the field and the office is unable to respond to every call, SalesCaptain is particularly well suited for appliance service companies that manage a significant volume of calls and messages. We make extensive use of it for texting missed calls, gathering brief intake information, and keeping clients warm until we can set up a time. It’s also ideal for automated appointment confirmations/reminders, tech on the way updates, and post-service review requests, which reduces down on status-check calls and encourages repeat business. It is less suitable for really complicated diagnostic cases that necessitate a back-and-forth discussion with a senior technician, as well as edge cases where availability or pricing rely on on-site inspection, which are better managed by a human once the first data is obtained.

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.

• Catches and converts missed calls (biggest revenue saver for us)
• Faster scheduling and better prep for technicians
• Clear customer updates that reduce inbound status check calls
• Review requests that actually match the moment
• Consistent follow-up on estimates/parts is equal to fewer lost jobs

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

• More appliance-specific templates out of the box
• Deeper job lifecycle automation in one view
• Smarter reporting tied to service outcomes
• Better customer data enrichment and duplicate handling

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Because the daily workflow is simple, I would give usability an 8 out of 10. The shared inbox is easy to manage, chats are arranged by client, and once you understand the builder, setting up typical automations like missed-call texts, appointment reminders, and review requests is quick. The platform facilitates communication between techs and administrators and saves our office team a great deal of manual follow-up. I would prefer additional appliance-service templates and better contact/duplicate management to speed up onboarding and scalability. The primary reason it isn't a 10 is that certain sophisticated configuration more intricate routing, deeper reporting, and fine-tuning automations can require some understanding.

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

We primarily assessed Podium and Birdeye for customer messaging and reputation management. Both are good at creating reviews and handling simple conversations, but we needed more end-to-end follow-up in our appliance service workflow. Specifically, we needed to convert missed calls into scheduled jobs, automatically gather service-intake information appliance type/brand, symptoms, address, preferred time, and run regular appointment reminders and post-job follow-ups from a single shared inbox. SalesCaptain is a better fit since it supports review requests and reputation procedures while being more adaptable for creating those appliance-specific automations and keeping the complete lead-to-job dialog in one location.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• More booked jobs from missed calls
• Lower admin load and faster response times
• Reputation and repeat business impact
• Fewer no shows and last minute cancellations
• Better conversion on estimates and parts delays

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info