Salesforce Agentforce Financial Services vs. Tebra EHR

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

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.

• Ease of use
• Reporting
• Customisation

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

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

• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

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

• 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.

It does its job but could be better. I think it all comes down to each business configuration of the platform.

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

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

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

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

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

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures

• 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