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Product Profile
Product name Kareo EHR
EHR Certification 2014 Edition
History of development and product ownership The EHR was acquired from Epocrates and advanced greatly over the years.
Was the product known by any other names in the past three years? No
Year that a fully functional version of this EHR product was first implemented in a medical practice in the US 2013
Number of full time equivalent (FTE) staff fully dedicated to this product
Product development: 54
Sales: 38
Implementation: 42
Support and maintenance: 55
Typical size of practice in which this EHR has been implemented
1–3 physicians
4–10 physicians
Typical setting in which this EHR system is used
Community Health Center/Clinic
Multispecialty Clinic
Private Ambulatory Care Office
What specialties does this EHR support?
General Internal Medicine
General Practice/Family Medicine
OB/Gyn & Women's Health
Physical/Rehabilitation Medicine
Areas of the United States in which this EHR product is sold North East
Mid Alantic
South West
Hardware / Network
Operating system platform(s) supported
Client (Desktop) : Windows 7, Windows XP, Mac, Linux, iPad, iPhone
Does the company resell any hardware? No
Preferred list of 3rd party hardware suppliers No
Preferred list of 3rd party IT Support vendors? No
Does the product work over a wireless (WIFI) network? Yes
VARs - Value Added Resellers
Do you use value added resellers to sell and distribute this EHR? No
Can customers purchase your product directly from your company or only from your VAR’s Yes
Can customers who have purchased your product through a VAR contact your company for support? No
Application Service Provider
Do you offer an ASP version of your EHR product? No
Can you use Dragon or MS voice tools on your ASP solution? Yes
Dragon + Apple iOS Speech Tools
Company policy regarding data ownership for the ASP EHR All data entered by Customer remains the sole property of Customer, as between Kareo and Customer (Customer Data), subject to the other terms of this agreement. Customer grants Kareo a non-exclusive term license to use, modify and otherwise make available the Customer Data for purposes of Kareo performing under this agreement. Customer may at any time download the Customer Data as allowed for as part of the Service.
Location of data hosting centers N/A
Software & Database
What programming language were used to develop the application? Java Script, HTML
Do you provide a test version of your EHR product for training and quality assurance(QA) purposes as well as the full production environment that is installed in the clinic? (The test version is a segmented area where users can make changes to templates or forms without it affecting the live environment) Yes
Are 3rd party applications required to use your EHR? No
Do you use standard terminologies, e.g., SNOMED-CT, LOINC, ICD9, ICD10 in your program? Yes
Expected date to be in compliance with ICD10 coding Already compliant
Expected date to be in compliance with SNOMED-CT Already compliant
Interfaces / Interoperability
Does this product have existing lab interfaces with Quest? If Yes, please explain whether the interfaces are uni or bi-directional. Yes
If Yes to the previous question, are the interfaces bundled or provided at additional cost? Please explain. Yes
If the lab company picks up the costs, will the practice be charged maintenance and support fees? If Yes, please explain.
Does this product have existing lab interfaces with Labcorp? If Yes, Yes
If Yes to the previous question, are the interfaces bundled or provided at additional cost? Please explain.
If the lab company picks up the costs, will the practice be charged maintenance and support fees? If Yes, please explain.
Does the company offer an integrated EHR/PM system? (i.e. a combined EHR/PM system) Yes
Kareo EHR integrates with Kareo Practice Management Software and Kareo Billing Services
[If yes to the previous question] Does your system used a single shared database (not interfaced) for the EHR/PM system? No
Can your product be interfaced with a different PM system if the practice chooses to do so? No
List of Practice Management systems with which you have existing interfaces N/A
If you do not have an interface with a particular PM system, are you willing to develop a custom interface? No
If an interfaced PM system is used, does your EHR product transfer billing and coding data captured during the encounter to the PM system? If yes, is this a one-step or multi-step process? Yes
One step
Does the EHR use an interface engine? Yes
Merth 2.0
Implementation and training
Tools and/or services offered to clients in order to achieve meaningful use of their EHR? Kareo EHR includes free support for practices wanting to attest for meaningful use. We offer online training and resources at as well as an MU resource center at Visit for more information.
Tools and/or services offered to clients for current workflow analysis and redesign when using an EHR? We use our own internal best practices along with our trained implementation team to support the needs of new clients.
Do you recommend a graduated implementation or a big-bang implementation (all live at the same time) for your EHR? Graduated
What training mechanisms are used by the EHR Vendor? On Site
At Corporate Facility
Web Based
Web Based interactive
Is there a minimum amount of training required by your company in order to satisfy the support and maintenance contract that we would sign with you? No
Do you provide any guarantees regarding the ability of a practice to meet meaningful use requirements? No
Does your company provide any guarantees that your EHR product will comply with Stage 2 and Stage 3 meaningful use requirements? Yes
Kareo EHR already complies with Stage 2 and is resourced to be prepared for Stage 3 as needed
Is there a minimum amount of training required by your company in order for our practice to satisfy compliance with meaningful use guarantees?
What services do you offer for post-implementation optimization of the system with respect to training and system customization? Users have access to:
· Watch pre-recorded trainings as many times as needed
· Register for and attend the one to many web-based instructor led trainings as many times as needed
· Register for and attend the 1-1 web-based instructor led trainings for a fee
· Purchase online and/or onsite customized training
Does your product support ePrescribing? Is there an additional charge for this service or is it included in the overall cost? Yes
e-prescribing is free
Which formulary does your product use? We provide our own formulary
Does the system allow users to add drugs that may not be in the original database? Yes
How are drug allergies and adverse reactions recorded and integrated into the prescribing module? Through lexicomp knowledge base
When prescribing multiple medications, am I presented with an ability to separately acknowledge or document individual alerts? Yes
Is there an ability for the physician or practice to modify preset alerts? (e.g. Severe vs. mild or moderate) Yes
Is there an ability for the physician to filter the display of alerts? Yes
How are episodic and long-term medications tracked in the patient’s record? They are tracked in the medication list
Does the system allow users to switch drug interaction checking on or off? No
In the medication list, is a user able to sort medications by multiple parameters including date prescribed, diagnostic code, active or discontinued? Yes
What pre-defined templates do you provide?

Definition: A template is a pre-defined structured capability to rapidly record content including information on clinical conditions or vital signs through mechanisms such as menus, predefined fields or checklis
Over 100 templates covering primary care and mental health
Do you charge additional fees for any of templates? No
Can clients customize existing templates? Yes
Can clients use tools provided through the system to develop their own templates? Yes
Will your company build custom custom templates to the practices specifications? Yes
If a doctor has created a custom template in their EHR, will the templates and custom rules be maintained when new full releases and patches are installed?
Support & Maintenance
What is the process for managing questions and service requests? Support for Kareo EHR are free and can be done via phone, email or chat. All at no cost to the customer. Customers can submit and review ongoing or past cases through their online customer portal.
Are different tiers of support offered (including pricing information)? Yes
Both tiers are free
What are the options for a client to contact your company for support? Kareo EHR support is available via phone, email, or chat.
What level and type(s) of support are provided during go-live? Kareo EHR customers are offered a Customer Success Coach - available for free for up to 90 days.
Is a formal users' group, online community forum or other form of social networking community available? Kareo has an online forum for customer to customer sharing as well as a very active social media presnce where customers can engage with Kareo team members.
What are the standard hours of operation during which support is provided? Hours of Operation: Mon-Fri 5am-5pm (Pacific Time) excluding national holidays.
What are the steps for a client to escalate a support request? Whether email, chat or phone, a customer can ask for escalation to a team lead any time.
Do you use off-shore technical support? No
Are software upgrades provided as part of the software maintenance contract? Yes
Kareo EHR software upgrades are free
How are customer requests for enhancements and customizations handled? Kareo customers can provide feedback here:
How are drug interaction tools updated in your system? All automated, no cost.
How are patient education materials updated in your system? All through cloud service from Healthwise
How are requests from clients handle for customizations of their system post “go-live”? Through our live customer support
Is remote monitoring available with the ability to alert clients about system problems? No
What is your recommended backup strategy? We perform full and incremental backups of our EHR database. Our incremental backups occur every 60 minutes.
Do you offer remote backup for a client's system? Yes
When an interface goes down, how is that information recovered? N/A
Reporting Tools
Does your system provide a reporting tool with pre-formatted reports? Yes
Is your reporting tool able to create the following reports?

1.Generate a list of all patients with a chronic condition (e.g. Diabetes, COPD)
2.Generate a list of all patients with a specific condition who have not been seen within a defined period
3.Generate a list of all patients with a specific condition and lab result who have not been seen within a defined period. (e.g. diabetic patients with a HbA1c=9 not seen in the last 4 months)
4.Generate a list of all patients on a specific drug with an active medical problem
Are these reporting tools bundled with the EHR system or provided as add-ons? No
Bundled, no additional cost.
Does your system support PQRI (Physician Quality Reporting Initiative) reporting? Yes
Order Management Tools
Does your program provide any order management tools? Yes
Does your program provide any document management tools? Yes
Does your program provide any other workflow management tools? Yes
Document, clinical encounter, referral management, and MU dashboard.
Patient Health Record (Portal)
Do you offer a Patient Health Record that integrates into your system? Yes
All together. No cost.
Data Conversion
Do you offer data conversion services from other products to your product? Yes
We have two options for Importing data into the Kareo EHR en masse – A Patient Demographic Import Tool, and a C-CDA Import Tool for Patient Demographic Information and Clinical Data. There is also a capability within the Kareo EHR to Import CCD, Document, and Image files directly into an individual Patient Record.
Data conversion is available for: Demographic data
Clinical data
What are the data conversion and transfer costs? We do not charge for Importing data into the Kareo EHR.
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Transparency Attestation Has not fulfilled requirement
Public Product Disclosure(s)