# Best Patient Management Software - 2026 Reviews & Pricing

> Find the best Patient Intake Software for your organization. Compare top Patient Intake Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/medical/patient-intake-comparison

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Patient Management Software

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# Best Patient Management Software of 2026

Updated June 19, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

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212 results

### Compare Products

Showing 1 - 25 of 212 products

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[athenaOne](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/)

3.79

[(911)](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

athenaOne is an integrated solution designed for healthcare practices, offering electronic health records, revenue cycle management and patient engagement tools. The platform’s EHR is built to align with clinical workflows and supports the specific needs of various medical specialties. By incorporating patient data from external sources directly into the workflow, athenaOne provides a comprehensive view of each patient and supports informed clinical decisions. The system highlights care and diagnosis gaps at the point of care, assisting practices in meeting value-based care requirements. Clinicians using athenaOne have demonstrated strong performance on electronic clinical quality measures. The platform also streamlines billing and reimbursement processes. athenaOne includes integrated products for both practice management and patient engagement. Its mobile application offers clinicians flexibility in accessing information and managing tasks. The patient engagement features facilitate scheduling, check-ins, result delivery, and payments, supporting a more efficient and user-friendly experience for both staff and patients.... [Read more](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/)

### What users love

-   Intuitive and user-friendly design
-   Convenient access from anywhere
-   Robust integrated healthcare tools

### To take in mind

-   Slow and inconsistent support response
-   Impersonal and difficult portal experience
-   Complex and error-prone billing

### Best rated features:

Patient Management

5.0

Healthcare Compliance

5.0

For Healthcare

5.0

Case Management

5.0

### Worst rated features:

For Orthopedics

1.0

Clinical Notes

1.0

Quotes/Estimates

1.0

[See all features](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/#pricing-and-plans)

[AdvancedMD EHR](https://www.softwareadvice.com/product/1018-AdvancedEHR/)

3.60

[(464)](https://www.softwareadvice.com/product/1018-AdvancedEHR/reviews/)

Best for:HIPAA Compliant

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

The AdvancedMD EHR Software offers a comprehensive Electronic Medical Record (EMR) service designed to streamline and optimize various aspects of medical practice management. It boasts an extensive suite of smart applications that provide a unified workflow experience, enabling synchronized access to essential information across all roles within a practice. This synchronization aims to improve productivity and reduce data entry, ultimately enhancing efficiency and workflow cohesion. The software is tailored to accommodate practices of varying sizes, ranging from solo practitioners to large group practices, management services organizations (MSOs), independent practice associations (IPAs), and accountable care organizations (ACOs). With a focus on providing flexible solutions, the software offers scalability to support the growth of independent healthcare practices, all while ensuring affordability and ease of implementation. Notable features of the AdvancedMD EHR Software include virtual practice capabilities, which leverage interoperability standards to deliver 21st-century care with readily accessible information. Additionally, the software is customizable to meet the specific workflow needs of various medical specialties, offering tailored solutions for single and multi-specialty practices, including custom billing codes, clinical templates, and subnotes. The platform’s open database connectivity interface, ODBC, provides direct read-only access to practice data at any time, strengthening data accessibility and ensuring that crucial information is always within reach. In terms of billing and revenue management, the AdvancedMD EHR Software excels in providing a highly capable billing and reporting platform alongside market-leading practice management, EHR, and patient engagement functionalities. These capabilities are designed to streamline business operations, optimize appointments, drive efficient claims processes, and enhance revenue collection. The software’s focus on patient flow experience is further emphasized through technology-enabled automation that simplifies workflow, reduces administrative overhead, and enhances overall practice efficiency. With integrated scheduling and billing functionalities, practices can effectively manage appointments, optimize resource utilization, and drive extraordinary results through efficient claims processes, powerful scrubbing, and revenue collection tools. The AdvancedMD EHR Software encompasses a robust revenue cycle management (RCM) service that integrates expertise, technology, and convenience into a transparent billing paradigm, aiming to streamline AR tasks, accelerate claims processing and collections, and optimize financial performance. Furthermore, the software offers detailed reporting and analytics features, providing insight into vital financial metrics to support informed business decisions. This includes access to over 150 standard reports and nearly 500 configurable reports, enabling practices to measure, manage, and control revenue performance effectively. The software's patient engagement features include the automation of appointment reminders, patient self-scheduling, patient consent forms, patient education, patient messaging, and a self-service patient portal. Additionally, it offers reputation management tools to gather patient feedback and enhance the overall patient experience. Mobile access is facilitated through a family of dedicated apps, delivering untethered access to practice data in a secure environment. The various apps cater to clinical, front office, patient kiosk, and administrator needs, ensuring real work-life balance and total access for all personnel. Specific specialty-focused workflows, tailored tools, and expert support are provided for an extensive range of medical specialties, promoting personalized and custom-tailored solutions for all staff and patients. The software's cloud-hosted capabilities, powered by Amazon Web Services (AWS), ensure stability, security, and convenient access from any location and device. Security measures, including multi-factor authentication, are in place to safeguard the confidentiality, integrity, and availability of all practice data.... [Read more](https://www.softwareadvice.com/product/1018-AdvancedEHR/)

### What users love

-   Straightforward daily navigation
-   Intuitive and friendly design

### To take in mind

-   Complex and frustrating billing workflows
-   Slow and unhelpful support experience
-   Insufficient and confusing training resources

### Best rated features:

Patient Intake

5.0

HIPAA Compliant

4.5

Customizable Forms

4.4

For Chiropractors

4.0

### Worst rated features:

Treatment Planning

4.0

Reminders

4.0

Patient Engagement

4.0

Online Booking

4.0

[See all features](https://www.softwareadvice.com/product/1018-AdvancedEHR/#key-features)

[RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/)

4.30

[(498)](https://www.softwareadvice.com/medical/rxnt-emr-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

RXNT’s cloud-based, ONC-certified medical software—Billing, Practice Management, EHR, and more—improves clinical outcomes & revenue cycle management. Simple, transparent pricing includes free setup and training, free data transfer, free in-house support, free mobile applications, and no "hidden fees." Connected iOS and Android apps for mobile and tablet allow providers to e-prescribe, manage patient information, charge capture, schedule providers and practice resources, and check-in patients from anywhere. Our dedicated U.S. support team is your partner, delivering a collaborative approach to solving business challenges for practices and specialties of all sizes. RXNT's Practice Management & Billing helps maximize revenue and profitability for your practice. Customizable reports allow users to monitor and analyze practice data and projected revenues, and conduct real-time eligibility checks for claims using electronic remittance advice (eRA). Automated claims accuracy checks and built-in claim scrubbing detects and eliminates billing code errors, resulting in faster reimbursement. Plus, a comprehensive and always up-to-date database of ICD-10 codes means fewer claim rejections. Meanwhile, manage appointments and collect payments with automatic appointment reminders, charge capture, insurance eligibility, and patient bill pay. Single sign-on simplifies operations for central billing offices. RXNT’s EHR improves patient care and streamlines clinical management. With single sign-on (SSO) for multiple locations, access patient health and prescription history at the point-of-care, schedule patients and providers, and request and review lab or imaging orders. Plus, attach and organize documents within patient charts for clinical care plans and follow-ups. Customizable "smart" encounter forms and short keys eliminate redundancy and improve workflows. Share real-time data with patients and other clinicians for better care coordination and next-step support. Patients benefit from the PHR Patient Portal, check-in features, electronic prescribing, and referrals. RXNT’s E-Prescribing is EPCS-certified, PDMP-integrated, Surescripts-certified, HIPAA-compliant, and supports MACRA and MIPS when connected to EHR. Any of RXNT’s software products (EHR, ERX, PM, Billing, Scheduling) can be combined for a completely integrated "Full Suite" system. Our unified software suite employs a secure, central database so your data passes through every product in real-time no matter the device.... [Read more](https://www.softwareadvice.com/medical/rxnt-emr-profile/)

### What users love

-   Simple setup and daily operation
-   Streamlined electronic prescribing workflow
-   Intuitive and accessible interface

### To take in mind

-   Limited and slow support response
-   Cumbersome patient data handling
-   Prescription processing inconsistencies

### Best rated features:

Therapy Notes

5.0

Reminders

5.0

Search/Filter

5.0

Real-Time Reporting

5.0

[See all features](https://www.softwareadvice.com/medical/rxnt-emr-profile/#key-features)

### Scheduling

$32.00/month

Manage patient appointments and office resources.

### Electronic Health Records

$126.00/month

Real-time access to custom charts and reports, lab test requests and review, and patient portal. Also includes electronic prescribing and practice scheduling. Full access and supervising licenses are available.... [Read more](https://www.softwareadvice.com/medical/rxnt-emr-profile/#pricing-and-plans)

### Practice Management

$213.00/month

Streamline billing, reduce denials and rejections, and get reimbursed faster. Includes medical billing with unlimited claims and practice scheduling. Lower claim volume licenses are available.... [Read more](https://www.softwareadvice.com/medical/rxnt-emr-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/medical/rxnt-emr-profile/#pricing-and-plans)

[CharmHealth](https://www.softwareadvice.com/medical/charmehr-profile/)

4.24

[(151)](https://www.softwareadvice.com/medical/charmehr-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

CharmHealth is a comprehensive suite of healthcare solutions designed to streamline practice management, revenue cycle management, patient engagement, and telehealth services. The cloud-based products are utilized worldwide, emphasizing the importance of patient access to optimal care and providers' access to advanced technology. The platform accommodates both large physician groups and growing practices, ensuring a customizable and scalable HIPAA-compliant solution for practitioners. CharmHealth's electronic health records (EHR) system supports efficient care delivery, providing clinical tools to assist healthcare professionals while facilitating simplified access to visit summaries, treatment plans, and integrated AI tools. The patient engagement platform is built to promote prompt access to care, patient-provider interaction, and patient participation in their wellness journey. It provides appointment scheduling with key resources, such as rooms, IV chairs, and more. Other capabilities include secure document management to transition towards a paperless environment, role-based access control with automatic auditing, and secure messaging for communication between providers and patients. The platform also includes inventory management for medications and supplements, credit card processing for patient billing, and robust analytics and reporting capabilities. Additionally, it provides tools for patient check-in kiosks, real-time insurance eligibility checks, and patient account statement generation. These features support the seamless operation of healthcare practices, optimizing workflows and improving the patient experience. CharmHealth's offerings cater to independent clinics and large enterprises, providing access to analytics, billing, and insurance tools necessary for growth and timely reimbursements for services rendered. The solutions also include resources such as webinars, podcasts, and a blog series aimed at equipping users with valuable skills and insights. The platform's user-friendly, cloud-based nature allows providers to swiftly onboard and access only the tools and services that align with specific needs. \\... [Read more](https://www.softwareadvice.com/medical/charmehr-profile/)

### Best rated features:

Compliance Tracking

5.0

Meaningful Use Certified

5.0

Email Reminders

5.0

Invoice History

5.0

[See all features](https://www.softwareadvice.com/medical/charmehr-profile/#key-features)

[Elation](https://www.softwareadvice.com/medical/elation-emr-profile/)

3.84

[(81)](https://www.softwareadvice.com/medical/elation-emr-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Elation Health is the most trusted technology platform for high-value primary care. Since 2010, the company has delivered clinical-first solutions — built on a collaborative EHR platform — that help practices start, grow, communicate, and succeed in delivering the highest-quality personalized care to patients. Elation Health supports primary care clinicians in upholding the craft of medicine while thriving in an evolving healthcare landscape. Simplify and modernize your billing. You can make smarter, data-driven, decisions for your practice without cumbersome analysis or hours of data reconciliation. Gain quick access to powerful charts, visuals and reports that are beautifully designed for ease of interpretation and use. Over 100 reports available upon implementation.... [Read more](https://www.softwareadvice.com/medical/elation-emr-profile/)

### Best rated features:

Practice Management

5.0

Scheduling

5.0

Imaging and X-rays

5.0

File Sharing

5.0

### Worst rated features:

Claims Management

1.0

[See all features](https://www.softwareadvice.com/medical/elation-emr-profile/#key-features)

[TheraNest](https://www.softwareadvice.com/medical/theranest-profile/)

4.37

[(1033)](https://www.softwareadvice.com/medical/theranest-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

TheraNest is an HIPAA-compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. The solution is suited for therapists, psychologists, psychiatrists, and social workers. TheraNest offers electronic medical records (EMR) software with a mobile app for Android and iOS. The solution also includes a client portal, patient scheduling, DSM/ICD codes, progress notes, treatment plans, and discharge notes. Users can review and cosign notes and build custom forms. TheraNest's billing features include insurance claims, credit card services, and batch invoices. Users can generate reports, including payroll, staff billing, and invoice reports. Unlimited document storage and unlimited support are included. TheraNest's client portal allows clients to schedule appointments, complete demographic information, enter insurance information and submit intake forms from within their own secure accounts. Everything entered in the client portal will sync to clients’ accounts in TheraNest. The system also includes voice, text and email reminders for patients.... [Read more](https://www.softwareadvice.com/medical/theranest-profile/)

### What users love

-   Responsive and helpful support team
-   Intuitive and user-friendly design
-   Tailored for therapy workflows

### To take in mind

-   Complex and inconsistent billing tools
-   Client portal and communication gaps
-   Limited clinical documentation flexibility

### Best rated features:

API

5.0

Clinical Notes

5.0

Financial Management

5.0

Customer Database

5.0

[See all features](https://www.softwareadvice.com/medical/theranest-profile/#key-features)

### Essentials

$29.00/month

Starting at $29 per month - perfect for solo therapists just starting out.

### Advanced

$59.00/month

$59 per therapist per month. Ideal for practices ready for more automation.

### Premier

$89.00/month

Starting at $89 per therapist per month. A complete solution for established practices.

[See full pricing details](https://www.softwareadvice.com/medical/theranest-profile/#pricing-and-plans)

[Tebra](https://www.softwareadvice.com/medical/kareo-profile/)

3.95

[(1370)](https://www.softwareadvice.com/medical/kareo-profile/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

"Tebra is an all-in-one EHR and practice management platform designed for independent healthcare practices. It combines certified EHR technology, clinical documentation, ePrescribing (including EPCS), lab ordering, scheduling, billing and claims management, telehealth, and patient engagement tools into a single, integrated workflow. Tebra helps practices reduce administrative workload, improve operational efficiency, and manage billing and revenue cycle processes without relying on multiple disconnected systems. Automation and AI-assisted documentation support faster charting and day-to-day tasks, while integrated patient communication, digital intake, and online scheduling tools help practices improve overall patient experience."... [Read more](https://www.softwareadvice.com/medical/kareo-profile/)

### What users love

-   Intuitive and user-friendly interface
-   Comprehensive training and onboarding resources
-   Flexible provider and client access

### To take in mind

-   Inconsistent and unresponsive support experience
-   Complex and unintuitive billing processes
-   Unexpected fees and costly transitions

### Best rated features:

Online Forms

5.0

Patient Flow Management

5.0

Alerts/Notifications

5.0

Recurring Appointments

5.0

[See all features](https://www.softwareadvice.com/medical/kareo-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/medical/kareo-profile/#pricing-and-plans)

[Myriad Health](https://www.softwareadvice.com/medical/myriad-profile/)

4.25

[(12)](https://www.softwareadvice.com/medical/myriad-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Myriad Health is a truly free practice management, billing and e-prescription platform for medical practices. Recognized as a no fraud healthcare business under Visa and MasterCard's healthcare program, these services are available to practitioners just by accepting credit cards. With Myriad Systems, users only need to pay credit card processing service fees, providing a cost-effective and transparent pricing structure. The software offers tailored features for medical practices, including diverse payment options, custom kiosk capabilities, interactive reporting tools, unlimited support, versatile charting functionalities, patient engagement tools, and cutting-edge 3D AI charting capabilities. Designed to address the pain points of healthcare providers, Myriad Health emerges from decades of industry experience, offering insights into the challenges faced by private practices and streamlining systems to reduce overhead costs. Myriad Health challenges industry norms by providing transparent all-inclusive pricing and high levels of customization, allowing users to tailor patient forms, clinical templates, dashboards, and reports per user. This unparalleled customization makes Myriad Health one of the most flexible and personalized systems available in the market. The software revolutionizes practice management by offering streamlined encounters through remote check-ins and kiosk functionalities, dynamic form management, appointment reminders, and enhanced patient engagement tools such as AI-Responder for message management. With integrated systems and a comprehensive, all-in-one platform, users can eliminate redundancy of fees and workflows, leading to optimized efficiency and improved clinical decision-making processes. With a robust set of features, including AI charting for documentation, patient overviews, integrated billing solutions, 3D charting capabilities, custom kiosks, and income tracking functionalities, Myriad Health empowers medical practices to streamline their operations and enhance the quality of healthcare delivery. The software guarantees to reduce billing costs and accounts receivable balances, providing measurable results through its free offering. With no setup fees, termination fees, and continuous support, Myriad Health ensures a seamless experience for healthcare providers seeking to enhance their practice management strategies. Myriad's exclusive solutions, including a copyrighted patient approach and check-in methodology, as well as specialized forms and abilities, empower offices to get paid more frequently at the time of treatment and also reduce their billing costs and accounts receivable balances. Myriad Health is a cost-effective, all-inclusive practice management solution for any private practice.... [Read more](https://www.softwareadvice.com/medical/myriad-profile/)

### Best rated features:

Reporting & Statistics

5.0

Admissions Management

5.0

Communication Management

5.0

Electronic Payments

5.0

### Worst rated features:

Calendar Management

3.7

Billing & Invoicing

3.8

Records Management

4.0

Claims Management

4.0

[See all features](https://www.softwareadvice.com/medical/myriad-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/medical/myriad-profile/#pricing-and-plans)

[Compulink](https://www.softwareadvice.com/medical/compulinkhealthcare-profile/)

4.09

[(281)](https://www.softwareadvice.com/medical/compulinkhealthcare-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Compulink Healthcare Solutions is a practice management platform offering electronic health records, billing, patient engagement and operational tools for medical practices. It supports healthcare providers across various specialties, including ophthalmology, optometry, dermatology, gastroenterology, orthopedics, otolaryngology, pain management, physical therapy, podiatry, urology, addiction treatment and behavioral health. The platform also includes features designed for ambulatory surgical centers. The Advantage EHR includes a OneTab layout that organizes clinical documentation with specialty-specific workflows and customization options. The practice management system incorporates automation tools for billing, eligibility verification, appointment reminders, patient tracking and task management. Patient engagement tools allow for online appointment scheduling, pre-registration, consent signing, check-in and payment processing. Additional features include revenue cycle management, an e-commerce solution for online ordering, an optical point-of-sale system with inventory management and analytics for reporting on clinical, financial and operational data. Artificial intelligence is integrated throughout the platform to improve efficiency. The system connects various functions, such as transferring prescription information between the EHR and web store and automating patient communications through text, email and voice messaging. Reporting tools provide detailed insights, enabling analysis from practice-level metrics to individual patient data.... [Read more](https://www.softwareadvice.com/medical/compulinkhealthcare-profile/)

### What users love

-   Responsive and knowledgeable assistance
-   Tailored workflows and flexibility
-   Comprehensive and flexible functionality

### To take in mind

-   Disruptive and buggy software updates

### Best rated features:

Patient Records Management

5.0

EMR/EHR

5.0

Physician Scheduling

5.0

HIPAA Compliant

4.9

### Worst rated features:

ONC-ATCB Certified

3.0

Handwriting Recognition

3.0

Compliance Tracking

3.0

[See all features](https://www.softwareadvice.com/medical/compulinkhealthcare-profile/#key-features)

[NovoClinical](https://www.softwareadvice.com/medical/novoclinical-profile/)

4.76

[(29)](https://www.softwareadvice.com/medical/novoclinical-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NovoClinical is a completely secure, cloud-based system that can be implemented quickly. Reports and templates can be customized with features and fields specific to each practice and/or provider. NovoClinical offers insurance eligibility in seconds, comprehensive demographic input, medical history, medication history and more which populates automatically to the providers’ reports for efficiency of treatment. A Meaningful Use 2015 certified system, users can type, or use the built-in dictation for reporting. The patient portal allows patients to request appointments, review reports, communicate securely, pay their bill online and so much more. In today’s electronic world, patients can receive text reminders, messages, voice calls or telemedicine calls directly from the system. Faxing is paperless and built in eliminating fax machines and cumbersome processes. Labs and other tests are ordered and results returned electronically, dated and mapped to the patient chart. Images can be uploaded or captured, annotated directly into the patient chart. Billing and coding are automated as well. Claims are processed in seconds with the EOBs returning electronically and posted automatically. Primaries, secondaries and tertiaries are tracked, accounted and verified through a comprehensive reporting process.... [Read more](https://www.softwareadvice.com/medical/novoclinical-profile/)

### Best rated features:

Video Conferencing

5.0

Clinic Interoperability

5.0

Appointment Management

5.0

E-Prescribing

5.0

### Worst rated features:

Patient Portal

4.0

[See all features](https://www.softwareadvice.com/medical/novoclinical-profile/#key-features)

[NextGen Office](https://www.softwareadvice.com/medical/nextgen-profile/)

4.02

[(1283)](https://www.softwareadvice.com/medical/nextgen-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NextGen® Office is an all-in-one, cloud-based support system designed to help independent practices improve clinical outcomes, increase operational efficiencies, and optimize financial results. It leverages fully integrated EHR and practice management solutions as the foundation for a comprehensive support ecosystem and offers additional solutions for ensuring support as an independent practice changes and grows. This all-encompassing platform helps practices operate efficiently and effectively, all through a single vendor. Efficiency-boosting AI is integrated directly into physician workflows, automating documentation without the need for a separate device. The patient experience is also covered with intuitive telehealth and patient portal solutions, making sure that access to care and your practice is easy and convenient. Meeting all of an independent practice’s needs with one vendor becomes that much easier with additional (CMSS) and (RCM) services. Care Management Support Services helps bridge gaps in care with Remote Care Monitoring and Chronic Care Management, while Revenue Cycle Management manages and optimizes your revenue streams and claims process. No additional staff needed.... [Read more](https://www.softwareadvice.com/medical/nextgen-profile/)

### What users love

-   Intuitive interface and navigation
-   Flexible workflows and personalization
-   Supports practice growth and learning

### To take in mind

-   Slow and unhelpful support experience
-   Cumbersome patient data management
-   Specialty limitations and workflow issues

### Best rated features:

Mobile Access

5.0

Healthcare Compliance

5.0

Patient Intake

5.0

Order Entry

5.0

### Worst rated features:

Drag & Drop

1.0

Customizable Templates

2.5

Surveys & Feedback

2.5

Drug Reference Database

2.5

[See all features](https://www.softwareadvice.com/medical/nextgen-profile/#key-features)

[PatientNow](https://www.softwareadvice.com/medical/patientnow-profile/)

3.93

[(299)](https://www.softwareadvice.com/medical/patientnow-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

PatientNow is an EMR practice management software designed for aesthetic and wellness providers. It supports various specialties, such as med spas, plastic surgery clinics, weight loss centers, IV therapy providers, dermatology practices, and wellness facilities. The software includes tools tailored for aesthetic medicine providers. Its Electronic Medical Records functionality supports accurate record-keeping and streamlines clinical workflows. Practice management features help manage appointments, improve operational processes, and support financial tasks. Patient engagement tools include online forms and automated reminders. Additional features include secure payment processing, digital marketing tools with SMS and email automation, and photography management through the integrated RxPhoto app. PatientNow adheres to HIPAA compliance standards, using data encryption and role-based access controls to safeguard patient information. Regular security audits and continuous monitoring are implemented to address potential vulnerabilities. The software combines automation for routine tasks with tools for managing essential operations, helping medical professionals focus on patient care.... [Read more](https://www.softwareadvice.com/medical/patientnow-profile/)

### What users love

-   Intuitive and user-friendly interface
-   Supportive onboarding and training resources
-   Flexible template and workflow options

### To take in mind

-   Delayed and inconsistent support experiences
-   Patient portal and workflow frustrations
-   Inefficiencies and high operational costs

### Best rated features:

Immunization & Allergy Tracking

5.0

Social Media Integration

5.0

Telemedicine Integration

5.0

Communication Management

5.0

[See all features](https://www.softwareadvice.com/medical/patientnow-profile/#key-features)

[CareCloud](https://www.softwareadvice.com/medical/carecloud-charts-profile/)

3.55

[(112)](https://www.softwareadvice.com/medical/carecloud-charts-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

CareCloud Inc. offers an integrated electronic health recording (EHR) solution–Charts–that provides collective benefits of EMR, practice management and medical billing services. Charts helps physicians to streamline clinical operations and ensure paperless workflow. CareCloud Charts is an MU-certified EHR solution that provides comprehensive tools to provide better patient care and practice management. The detailed reporting feature tracks practice’s progress en route to Meaningful Use attestation. The solution offers pre-built templates for prescription, reporting or billing which can also be customized as per the need of specialty, clinic or individual requirement. CareCloud's patient portal–Breeze–allows physicians to engage with their patients. With Breeze, clinics can streamline their daily activities electronically, starting from patient application to final billing. The dashboard displays complete patient information, from medical history to booked appointments, all on a single screen. Integrated with Charts, CareCloud provides a HIPAA-compliant telehealth platform–CareCloud Live–that utilizes real-time video calls to allow providers to engage with patients safely and effectively. Providers can manage their telehealth appointments efficiently and relieve administrative burdens with automated patient reminders.... [Read more](https://www.softwareadvice.com/medical/carecloud-charts-profile/)

### What users love

-   Intuitive navigation and interface

### To take in mind

-   Unresponsive and frustrating support

### Best rated features:

Availability Management

5.0

Activity Dashboard

5.0

Meaningful Use Certified

5.0

Patient Portal

5.0

### Worst rated features:

Compliance Tracking

1.0

Practice Management

1.0

Insurance Eligibility Verification

1.0

[See all features](https://www.softwareadvice.com/medical/carecloud-charts-profile/#key-features)

[Mercury One Plus](https://www.softwareadvice.com/medical/mercury-one-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Mercury One Plus is a cloud-based medical practice management solution designed for small and mid-sized medical practice businesses. It offers a full suite of features including appointment scheduling, patient intake, billing, EHR integration, claims processing and more. This configurable solution is designed to help managers maximize reimbursement and automate back-office functions to provide high quality patient care.... [Read more](https://www.softwareadvice.com/medical/mercury-one-profile/)

[Nexus EHR](https://www.softwareadvice.com/product/3725-Nexus-Clinical/)

4.52

[(32)](https://www.softwareadvice.com/product/3725-Nexus-Clinical/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Reclaiming the Patient-Provider Connection. Nexus EHR was built on a single premise: doctors should be healers, not data entry clerks. In an era of record-high burnout, Nexus provides a streamlined, intelligent interface that prioritizes the patient over the platform. By integrating native AI technology with specialty-specific logic, we’ve created an EHR that feels less like a database and more like an expert clinical partner. The AI Difference: Native Scribing The centerpiece of the Nexus experience is our Native AI Scribe. Unlike third-party add-ons, our scribe is woven into the fabric of the EHR. Real-Time Documentation: Automatically generates high-quality clinical notes by capturing natural dialogue. Specialty Nuance: Understands complex terminology in Neurology, Cardiology, and Psychiatry. Uninterrupted Care: Eliminates typing during visits, restoring eye contact and patient rapport. Precision Workflows for High-Complexity Specialties Nexus offers dedicated modules tailored to the rigorous workflows of high-stakes specialties: 1. Cardiology: Specialized templates for EKG interpretations, stress tests, and echo findings. Track hypertension and CHF with longitudinal dashboards that visualize trends over time. 2. Neurology & Brain Health: Built for high-density data. Features specialized workflows for cranial nerve testing, gait analysis, and seizure tracking. Seamlessly manage chronic conditions like MS, Parkinson’s, and Epilepsy. 3. Psychiatry & Behavioral Health: A secure, narrative-driven environment featuring Mental Status Exams (MSE), DSM-5-TR support, and sensitive note handling for psychotherapy and group therapy. 4. Family & Internal Medicine: The hub for longitudinal care. Manage acute visits and chronic disease with automated health maintenance alerts and preventive screening reminders. Advanced e-Prescribing & Rapid Rx Our medication suite is designed for speed, safety, and absolute compliance. 1. Rapid Rx Import: Instantly import up to two years of medication history from Surescripts®, eliminating manual entry. 2. Full Compliance: Integrated EPCS for controlled substances and one-click PDMP access. 3. Pharmacy Selection: Self-service pharmacy selection for patients ensures accuracy the first time. The Integrated Virtual Office Telehealth with Integrated Paywall: Launch secure, browser-based video visits directly from the schedule and collect fees before the session begins. Essential RCM: Maintain practice health with clean claim scrubbing, real-time eligibility verification, and automated payment posting (ERA). Why Choose Nexus? The Three Cs 1. Connection: We remove the screen as a barrier, using AI to restore the face-to-face connection of great medicine. 2. Compliance: From HIPAA-compliant cloud architecture to integrated EPCS and DSM-5-TR logic, we make regulatory standards effortless. 3. Consistency: A unified, seamless experience across desktop, tablet, and mobile devices. Experience the power of an AI-first EHR designed for the future of medicine.... [Read more](https://www.softwareadvice.com/product/3725-Nexus-Clinical/)

### Best rated features:

Immunization & Allergy Tracking

5.0

Surveys & Feedback

5.0

E-Prescribing

5.0

Online Refills

5.0

### Worst rated features:

Onboarding

3.0

Automated Scheduling

3.0

[See all features](https://www.softwareadvice.com/product/3725-Nexus-Clinical/#key-features)

### Physician

Custom

Pricing available upon request

Nexus offers monthly subscription with no lock in period. The monthly subscription is charged based on number of physicians and PA/NP. PA/NP users are offered discounted pricing No fees are required for staff users. Our based subscription includes all essential features including EHR, PM, Billing (Clearing house charges not included), Telehealth, Patient Enagement features and more.... [Read more](https://www.softwareadvice.com/product/3725-Nexus-Clinical/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/product/3725-Nexus-Clinical/#pricing-and-plans)

[NextGen Enterprise](https://www.softwareadvice.com/medical/nextgen-enterprise-profile/)

4.15

[(33)](https://www.softwareadvice.com/medical/nextgen-enterprise-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve the success that results in healthier patients and happier providers. NextGen Enterprise serves medium to large enterprise-level ambulatory medical practices. Configured to meet your practice's specific needs, CURES-certified NextGen Enterprise EHR offers customizable clinical content, intuitive workflows, and an integrated patient experience platform that incorporates telehealth. Options are available for on-premise or managed cloud hosting. With NextGen Mobile, your providers’ smartphones become an extension of your EHR, which saves valuable time. NextGen has its own fully integrated solutions that provide dictation, speech-to-text, direct to desktop and Ambient Listening AI technology with NextGen Ambient Assist. NextGen Mobile Pro provides these capabilities to clients, replacing their need for additional integrated solutions. Managed cloud hosting keeps your practice secure and makes upgrades easy, though on-premise options are also available. NextGen Enterprise PM supports patient registration and scheduling, eligibility verification, and pre-service financial clearance. The solution provides rules-based charge creation, claims scrubbing and processing, and supports A/R management, collections, and reporting.... [Read more](https://www.softwareadvice.com/medical/nextgen-enterprise-profile/)

### Best rated features:

API

5.0

Confirmations/Reminders

5.0

Patient Portal

5.0

Practice Management

5.0

### Worst rated features:

Imaging and X-rays

2.0

Reporting/Analytics

2.5

[See all features](https://www.softwareadvice.com/medical/nextgen-enterprise-profile/#key-features)

[LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/)

4.26

[(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/)

### Best rated features:

Engagement Tracking

5.0

Multi-Channel Marketing

5.0

SMS Marketing

5.0

Sales Analytics

5.0

### Worst rated features:

Activity Dashboard

1.0

Social Media Integration

1.0

Reminders

1.0

[See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features)

[EHRYourWay](https://www.softwareadvice.com/medical/ehryourway-profile/)

4.88

[(528)](https://www.softwareadvice.com/medical/ehryourway-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

EHR YOUR WAY is an electronic health record (EHR) software designed for mental health professionals, clinical health providers, substance abuse treatment centers, and hospitals. The software is configurable to meet the specific requirements of these providers. It is an ONC-certified, cloud-based EHR that offers a money-back guarantee. The software features an efficient patient intake process with a flexible CRM module, easy scheduling with enterprise-level features, and a hospital-grade chargemaster for efficient billing. Providers can maintain their existing workflow by creating an electronic copy of their paper forms within the EHR. EHR YOUR WAY offers a comprehensive reporting module for tracking clinical key performance indicators and outcome measurements. The software also includes a client portal where patients can complete intake forms, make payments, message providers, and schedule appointments. Additionally, the EHR allows for the creation of custom forms with features such as mandatory fields, auto-population, supervisor sign-off, review alerts, and automated billing.... [Read more](https://www.softwareadvice.com/medical/ehryourway-profile/)

### Best rated features:

Forms Management

5.0

Client Portal

5.0

Admissions Management

5.0

Records Management

5.0

[See all features](https://www.softwareadvice.com/medical/ehryourway-profile/#key-features)

[Populate](https://www.softwareadvice.com/medical/populate-profile/)

5.0

[(1)](https://www.softwareadvice.com/medical/populate-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Populate is the first AI-powered EMR made for MSK medicine and Podiatry. This simple software system dramatically reduces the time required to intake patients, document visits, and manage billing. Enhance productivity and accuracy, focus on patient care, and improve your practice's financial performance! Features: Do Less Data Entry Auto-Populated Intake – Say goodbye to manual data entry! Populate streamlines your intake and efficiently processes patient information. AI-Drafted Notes – Populate helps complete patient notes in as little as one minute, relieving you from this time-consuming chore. Adaptive Templates – Working with templates that suit your practice's unique needs has never been this easy. Make the Most Out of Your Schedule Smart Scheduling – Global period alerting to optimize the timing of each visit. Patient Reminders and Confirmations – Farewell to missed appointments and wasted time! Populate sends automatic reminders and confirmations to your patients via text or email. Patient Engagement – Informed patients have better outcomes. Provide the informational resources your patients need with Populate. Get the Right Data to Optimize Patient Care Outcomes Tracking and Reporting – Stay informed about your patient's progress and quickly analyze the data. Imaging & PACS Integrations – Conveniently view patient imaging within Populate without needing multiple logins or excessive clicks. Reports and Analytics – Understand how your practice is performing and make data-driven decisions with Populate's clear and actionable insights. Maximize Revenues AI-Driven Billing Code Recommendations – Populate provides you with the most accurate billing codes, ensuring that you bill faster and maximize revenues for your services. Full Billing Suite – Effortlessly automate tasks and maximize your revenue with Populate's comprehensive billing platform. Streamline Team Collaboration Surgical Scheduling – Easily track, organize, and collaborate on surgical plans, keeping your team on the same page. Collaboration & Task Management – Improve your team's efficiency with messaging and to-dos immediately alongside important context. Stay Compliant, Hassle-Free MIPS Reporting – Populate's MSK EMR system ensures maximum Medicare reimbursement by showcasing the quality of your care. HIPAA-Friendly – Securely manage patient data and maintain full compliance with health and privacy regulations.... [Read more](https://www.softwareadvice.com/medical/populate-profile/)

### Best rated features:

Patient Scheduling

5.0

Calendar Management

5.0

Claims Management

5.0

HIPAA Compliant

5.0

### Worst rated features:

Medical Billing

4.0

[See all features](https://www.softwareadvice.com/medical/populate-profile/#key-features)

[Office Practicum](https://www.softwareadvice.com/medical/office-practicum-profile/)

4.19

[(277)](https://www.softwareadvice.com/medical/office-practicum-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Office Practicum has long been committed to simplifying the complexity of running an independent pediatric practice. Our platform brings together everything pediatric practices need to simplify everyday workflows—EHR, practice management, revenue cycle management, AI-powered solutions, and patient engagement services. From our award-winning EHR and social media management to online reputation solutions, SEO-optimized websites, 24/7 answering services, telehealth, and medical content packages, everything we offer is designed to help pediatricians provide exceptional care. We help you automate every step of the visit, attract new patients, and stay connected with families—even when your office is closed.... [Read more](https://www.softwareadvice.com/medical/office-practicum-profile/)

### Best rated features:

ONC-ATCB Certified

5.0

Calendar Management

5.0

Patient Flow Management

5.0

Prescription Renewal

5.0

### Worst rated features:

Activity Tracking

1.0

Document Templates

3.0

Appointment Scheduling

3.8

Third-Party Integrations

4.0

[See all features](https://www.softwareadvice.com/medical/office-practicum-profile/#key-features)

[Dentrix Ascend](https://www.softwareadvice.com/dental/dentrix-ascend-profile/)

4.14

[(235)](https://www.softwareadvice.com/dental/dentrix-ascend-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Dentrix Ascend is a web-based software suite for dental care. The software suite provides tools for scheduling, appointment booking, e prescribing, and monitoring continuing care, as well as various chart types. Users can enter clinical notes and enable pop-up alerts that appear when a patient’s chart is accessed. Treatment planning tools track patient benefits to help set appointment schedules. Users can also manage billing and accounting, insurance processing and revenue. Reports can be run to track payments, medicaid reimbursement, and payer utilization. Permission controls allow users to restrict access for individuals or groups. The software can be integrated with other applications such as Allscripts, eClinicalWorks, Epic and SuccessEHS. Dentrix Ascend provides user support via live chat, email and over the phone. Pricing models vary depending on customer needs. The application suite is suitable for organizations, such as large medical groups, multi-location practices, community health centers, hospitals, correctional facilities and government organizations.... [Read more](https://www.softwareadvice.com/dental/dentrix-ascend-profile/)

### What users love

-   User-friendly and intuitive design
-   Quick learning and onboarding process
-   Responsive and helpful assistance

### To take in mind

-   Complex and unreliable reporting tools

### Best rated features:

Progress Notes

5.0

Billing & Invoicing

5.0

Task Management

5.0

Periodontal Charting

5.0

[See all features](https://www.softwareadvice.com/dental/dentrix-ascend-profile/#key-features)

[Mend](https://www.softwareadvice.com/medical/mend-profile/)

4.60

[(920)](https://www.softwareadvice.com/medical/mend-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Launch your Behavioral Health Telemedicine program today. Mend is the #1 cloud-based CCBHC / CMHC communication solution that enables patients and providers to connect and share files, messages, assessments, photos and data. Users and providers can use video conferencing and live chat tools on desktop or mobile devices. The solution makes use of HIPAA-compliant messaging, video conferencing, and file sharing. Users can share information with patients or within the organization using a drag-and-drop interface to upload files and invite patients to chat using email links. Mend can also be used to collect health information from patients like consent forms, medical histories, scanned images of identification, case management documentation, and more. The solution can be integrated with other software and services including electronic medical record platforms, practice management solutions, pharmacy management software, lab information providers, insurance providers and more.... [Read more](https://www.softwareadvice.com/medical/mend-profile/)

### What users love

-   Simple and intuitive user interface
-   Responsive and helpful support team
-   Comprehensive virtual healthcare experience

### To take in mind

-   Challenging patient management workflow
-   Cumbersome and unintuitive scheduling process
-   Frequent connectivity and call drops

### Best rated features:

Multi-Location

5.0

Video Consultations

5.0

Care Summaries

5.0

Task Management

5.0

### Worst rated features:

EHR-Agnostic

1.0

Group Scheduling

2.4

Health Record Access

3.7

Payment Processing

3.8

[See all features](https://www.softwareadvice.com/medical/mend-profile/#key-features)

[Qualifacts Insync](https://www.softwareadvice.com/product/421013-InSync-EMR/)

4.49

[(392)](https://www.softwareadvice.com/product/421013-InSync-EMR/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Qualifacts InSync streamlines essential healthcare functions like charting, billing, scheduling, medication management, and telehealth within a cohesive cloud-based platform. Trusted by numerous practices nationwide, InSync elevates efficiency, safety, and productivity by seamlessly integrating features such as e-prescription, eMAR, automated claims management, ASAM, and more. Tailored specifically for small and mid-market organizations, InSync is designed for scalability, allowing businesses to incorporate additional add-ons as needed. Its flexibility extends to customization, ensuring alignment with your organization's unique requirements, spanning from patient engagement to clinical workflow and billing. InSync simplifies billing processes through automation, utilizing a robust rules engine to alleviate the workload of your billing team. With automatic application of ICD codes to relevant appointments, these codes are carried through the entire billing journey, mitigating revenue loss and optimizing claim success rates.... [Read more](https://www.softwareadvice.com/product/421013-InSync-EMR/)

### What users love

-   Intuitive navigation after onboarding
-   Streamlined and intuitive interface
-   Tailored workflows and flexibility

### To take in mind

-   Implementation and support frustrations
-   Slow loading and lag issues

### Best rated features:

Drag & Drop

5.0

Invoice History

5.0

Inventory Management

5.0

Medication Alerts/Warnings

5.0

[See all features](https://www.softwareadvice.com/product/421013-InSync-EMR/#key-features)

[gGastro](https://www.softwareadvice.com/medical/gmed-profile/)

4.13

[(20)](https://www.softwareadvice.com/medical/gmed-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Modernizing Medicine Gastroenterology offers gGastro EHR, a fully integrated platform designed for gastroenterologists. It combines the attributes of an electronic health records (EHR) system and endoscopy report writer (ERW) in one solution for private practices, ASCs and hospitals. The gGastro EHR includes built-in MIPS data collection and scorecards, customizable notes, speech-to-text software compatibility, GI-specific task workflow and knowledge base, nursing notes, clinical decision support and one-click visit note finalization. It interfaces with regional health systems and connects to GIQuIC. The gGastro ERW can operate standalone or integrate with gGastro EHR, allowing teams to update key patient data without duplicate entries. The gGastro Mobile EHR app allows providers to access schedules and patient data from virtually anywhere there is an internet connection. The gGastro Suite also includes practice management, business operations services, analytics for benchmarking and reporting, iPad kiosk for check-in and checkout, an online patient portal and a patient appointment reminder service.... [Read more](https://www.softwareadvice.com/medical/gmed-profile/)

### Best rated features:

Claims Management

5.0

EMR/EHR

5.0

HIPAA Compliant

5.0

E-Prescribing

5.0

### Worst rated features:

Self Service Portal

1.0

Claims Scrubbing

3.0

Multi-Physician

4.0

Patient Portal

4.0

[See all features](https://www.softwareadvice.com/medical/gmed-profile/#key-features)

[Jane](https://www.softwareadvice.com/product/86099-Jane-App/)

4.79

[(518)](https://www.softwareadvice.com/product/86099-Jane-App/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Jane is a comprehensive practice management software designed for health and wellness practitioners, offering a wide range of features to streamline clinic operations. These features client-friendly booking, online and in-person payment processing, custom reporting tools for real-time business insights, and staff scheduling with multi-location support. The platform also supports HIPAA, PIPEDA, and GDPR compliance for secure telehealth services. Jane software includes charting features with customizable forms, SOAP notes, and over 1,000 templates, making it easy for practitioners to manage patient records efficiently. Users can optimize their charting process using time-saving features like Phrases, Smart Options, Narratives, and Dictation, streamlining entry creation. Additionally, Jane enables users to manage and track cash or insurance-based billing, ensuring accuracy and ease in financial transactions. Jane also provides security and reliability features, being fully compliant with remote data storage and boasting a 99.9% uptime guarantee. The platform eliminates the need to input data into multiple programs by securely storing and password-protecting all files, making them accessible from anywhere. This centralized approach to data management enhances data security and accessibility for practitioners. Jane's online booking system is a key feature, providing a user-friendly interface for patients to book and manage their appointments easily. The platform simplifies scheduling tasks, making them efficient and accessible to staff, ultimately improving workflow and reducing administrative burdens. Additionally, Jane provides billing capabilities that automate calculations, streamline payment acceptance, and facilitate insurance billing with ease. Jane is also designed to cater to the needs of patients, allowing them to book appointments online, access exercises prescribed by their therapists, and facilitate insurance reimbursements without paperwork. Jane's smart and aesthetically pleasing design enhances the user experience, creating an enjoyable and efficient software platform for both practitioners and clients. The platform supports a variety of devices, including tablets, smartphones, laptops, and desktop computers, regardless of the operating system. Jane's affordability, unlimited support, and intuitive design can benefit practitioners of various disciplines and clinic sizes. With a team behind the software that understands clinic management and prioritizes easy-to-use technology, Jane offers a robust platform to enhance clinic operations. Jane's commitment to storing medical data locally in different regions ensures compliance with privacy legislation. Jane provides support and training, including unlimited phone, email, and chat support, as well as free data migrations for seamless onboarding.... [Read more](https://www.softwareadvice.com/product/86099-Jane-App/)

### What users love

-   Responsive and caring support team
-   Intuitive and user-friendly design
-   Ongoing updates and user input

### To take in mind

-   Complex and limited billing features

### Best rated features:

Email Reminders

5.0

Multi-Provider Practice

5.0

Real-Time Reporting

5.0

Website Integration

5.0

### Worst rated features:

Coding Assistance

3.0

[See all features](https://www.softwareadvice.com/product/86099-Jane-App/#key-features)

1

[2](https://www.softwareadvice.com/medical/patient-intake-comparison/?page=2)[3](https://www.softwareadvice.com/medical/patient-intake-comparison/?page=3)[4](https://www.softwareadvice.com/medical/patient-intake-comparison/?page=4)[5](https://www.softwareadvice.com/medical/patient-intake-comparison/?page=5)

...

[9](https://www.softwareadvice.com/medical/patient-intake-comparison/?page=9)

## Popular Comparisons

[

Carepatron vs SimplePractice

](https://www.softwareadvice.com/medical/care-patron-profile/vs/simplepractice/)[

athenaOne vs Tebra

](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/vs/kareo/)[

RXNT vs NextGen Office

](https://www.softwareadvice.com/medical/nextgen-profile/vs/rxnt-emr/)[

EHRYourWay vs TheraNest

](https://www.softwareadvice.com/medical/ehryourway-profile/vs/theranest/)[

ClinicSense vs Weave

](https://www.softwareadvice.com/compare/158992-Weave/vs/395056-clinicsense/)[

Doctoralia for Specialists vs Jane

](https://www.softwareadvice.com/compare/86099-Jane-App/vs/356406-doctoralia-pro/)[

AdvancedMD EHR vs DrChrono

](https://www.softwareadvice.com/compare/1018-AdvancedEHR/vs/131146-drchrono/)[

Epic vs Practice Fusion

](https://www.softwareadvice.com/medical/epic-systems-epiccare-profile/vs/practice-fusion/)

## Your Guide to Top Patient Management Software, October 2024

Software Advice uses reviews from real software users to highlight the top-rated Patient Management products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [EHR YOUR WAY](https://www.softwareadvice.com/medical/ehryourway-profile/)
-   [ClinicSense](https://www.softwareadvice.com/medical/clinicsense-profile/)
-   [Mend](https://www.softwareadvice.com/medical/mend-profile/)
-   [Sign In Scheduling](https://www.softwareadvice.com/medical/10to8-profile/)
-   [Practice Better](https://www.softwareadvice.com/medical/better-profile/)
-   [Jane](https://www.softwareadvice.com/product/86099-Jane-App/)
-   [Doctoralia for Specialists](https://www.softwareadvice.com/appointment-scheduling/doctoralia-pro-profile/)
-   [Carepatron](https://www.softwareadvice.com/medical/care-patron-profile/)
-   [Medesk](https://www.softwareadvice.com/medical/medesk-profile/)
-   [Zanda (formerly Power Diary)](https://www.softwareadvice.com/medical/power-diary-profile/)
-   [Phreesia](https://www.softwareadvice.com/medical/phreesia-profile/)
-   [EHR 24/7](https://www.softwareadvice.com/medical/ehr-24-7-profile/)
-   [IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/)
-   [NextGen Office](https://www.softwareadvice.com/medical/nextgen-profile/)
-   [RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/)
-   [CharmHealth](https://www.softwareadvice.com/medical/charmehr-profile/)
-   [Epic](https://www.softwareadvice.com/medical/epic-systems-epiccare-profile/)
-   [PatientNow](https://www.softwareadvice.com/medical/patientnow-profile/)
-   [athenaOne](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/)
-   [SimplePractice](https://www.softwareadvice.com/medical/simplepractice-profile/)
-   [Patagonia Health](https://www.softwareadvice.com/medical/patagonia-profile/)
-   [Pabau](https://www.softwareadvice.com/medical/pabau-profile/)
-   [AdvancedMD EHR](https://www.softwareadvice.com/product/1018-AdvancedEHR/)
-   [eClinicalWorks](https://www.softwareadvice.com/medical/eclinicalworks-profile/)
-   [DrChrono](https://www.softwareadvice.com/medical/drchrono-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

Wait time has a direct impact on patient satisfaction. [Research](https://www.vitals.com/about/wait-time#) by Vitals, an online resource geared toward helping patients find health care providers, shows that patients who wait longer than 20 minutes are more likely to leave negative reviews than patients whose wait times are shorter.

This is where patient intake software can help. These systems enable medical practices of all sizes and specialties to cut down their wait times and positively impact patient satisfaction.

In this buyer's guide, we'll explain how patient intake software fits into the [larger medical software market](https://www.softwareadvice.com/category/4527-medical/#buyers-guide), what you need to know during the selection process and how these tools can help improve your practice's workflow.

Here's what we'll cover:

[What Is Patient Intake Software?](#WhatIsPatientIntakeSoftware)

[Common Functionality of Patient Intake Software](#CommonFunctionalityofPatientIntakeSoftware)

[Top Benefits for Medical Practices](#TopBenefitsforMedicalPractices)

[Deployment Options and Integrations](#DeploymentOptionsandIntegrations)

[Patient Intake Software Pricing](#PatientIntakeSoftwarePricing)

## What Is Patient Intake Software?

**Patient intake software is a HIPPA-compliant system that allows patients to fully complete the check-in process online before coming into the office for an appointment.**

Without this software, patients must either fill out their intake forms in the waiting room at the time of their appointment, or they could go to your website, print out copies of the intake forms, fill them out and bring them into the office at the time of their visit.

With both options, your administrative team still has to process the forms manually by verifying insurance information and copying the written data into the system.

In-office or downloadable forms also put your medical practice at risk due to issues such as illegible handwriting, which can make dealing with insurance companies and deciphering patient histories a burden you simply don't have time to deal with.

As such, neither option reduces the amount of time your patients spend in your waiting room as much as patient intake software can.

With online intake forms, on the other hand, patients complete all the necessary paperwork online, before their appointment. Patient histories are typed, so you can always read what they've written. They submit the forms online, so insurance information is processed much faster and verified ahead of time, significantly reducing in-office wait times.

_Patient intake functionality within_ [drchrono](https://www.softwareadvice.com/medical/drchrono-profile/) _EHR software_

## Common Functionality of Patient Intake Software

The primary function of patient intake software is intake document gathering. However, the breadth of features within these systems can vary greatly.

Many vendors in this space offer a range of software capabilities, which makes customizing a system according to the needs of your practice and specialty much easier.

Here are some of the common features you'll be choosing from:

**Administrator dashboard**

Allows your admin team to view patient profiles, billing status, documents, appointments etc. at any point in the process. Provides a one-stop portal to access all of your system's features.

**Digital forms**

Make all intake paperwork available to your patients to fill out and submit in advance of their appointments. Many systems can be configured to automatically index patient information if integrated with your existing [electronic medical records (EMR) system](https://www.softwareadvice.com/medical/electronic-medical-record-software-comparison/).

**Form templates and customization**

Most vendors provide templates of common intake forms, which can be edited or customized according to your needs or specialty.

**Demographics**

Collect demographic information such as age, gender, race and employment from patients to provide insight into your client base.

**Patient surveys**

Gather feedback from your patients about their visits to help improve the patient experience.

**Reporting**

Take information gathered in surveys, demographic questions or other forms and create charts to provide visual representations of data.

**Insurance validation**

Verify copayments and benefits before patients arrive for their appointments, so you won't run into issues with payment collection. This also serves patients by making it clear what services are and are not covered by insurance, so there won't be any surprises.

**Messaging**

[Communicate with patients](https://www.softwareadvice.com/resources/patient-portals-top-benefits-features/) securely through a patient portal to answer questions or send reminders about upcoming appointments, intake forms etc.

[Appointment reminders](https://www.softwareadvice.com/medical/patient-scheduling-software-comparison/)

Patients can elect to receive text, email or voice reminders about upcoming appointments to help them keep track of their schedules.

**Document sharing**

Includes [image scanning](https://www.softwareadvice.com/medical/picture-archiving-and-communication-systems-comparison/) and e-signatures to make it as simple as possible to share and store all the information you need.

## Top Benefits for Medical Practices

The benefits of patient intake software go far beyond its ability to save your staff and your patients time (although that one benefit alone cannot be overstated).

A few of the other major advantages to using intake software include:

-   **Better control over your schedule.** Streamlining the intake process creates more time for your admin staff to perform their other duties, such as answering questions and helping patients schedule future appointments.
    
-   **Prevalidated insurance information.** No more having patients get caught off guard by what is or isn't covered and what they have to pay out of pocket. Verify insurance benefits and copays before the appointment and make the billing process smoother.
    
-   **Collect more accurate data from patients.** Asking patients to provide detailed histories off the top of their head can cause them to leave out important details. By giving them access to these forms early, they're able to fill them out when they're more relaxed and when details are easier to remember. Also, patients have time to track down any information they don't know, so your charts are more complete and accurate.
    
-   **Information is electronic and secure.** Software that integrates with your EMR connects patient information to their chart from the start. Additionally, HIPPA-compliant and certified software takes some of the burden off of you.
    

## Deployment Options and Integrations

Intake functionality is often included as an application within larger [EMR software](https://www.softwareadvice.com/medical/electronic-medical-record-software-comparison/) suites, [practice management](https://www.softwareadvice.com/medical/practice-management-software-comparison/) systems or [patient portals](https://www.softwareadvice.com/medical/patient-portal-comparison/).

Stand-alone patient intake software should integrate with medical systems already in place at your practice and enhance the services you offer patients with capabilities such as appointment reminders and messaging.

Patient intake software is very closely aligned with patient check-in kiosks, and, in many cases, this software works in conjunction with kiosk hardware. The two don't have to come as a package, though, as intake software can live on the cloud and be deployed as a web-based portal with unique logins for each of your patients.

## Patient Intake Software Pricing

Because these tools come in so many different models with varying functionality, it's hard to pin down a price range. Most software vendors offer pricing packages that vary in cost according to the features included.

For example, a basic patient intake system may only include functionality for online forms—templates, branding, e-signatures etc.—while a more robust package would include all of the features from the basic offering in addition to more of the traditional practice management or check-in functionality, such as scheduling and billing.

You'll find that most vendors prefer to provide price quotes during demos or consultations, so they can be more specific to the features you need. That makes budgeting a little trickier, but our team of advisors can quickly narrow the list of vendors in your market and put you in contact with the providers you want to talk to. Call us at (855) 998-8505 for a consultation when you're ready.

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-   [Patient Portal Software](https://www.softwareadvice.com/medical/patient-portal-comparison/)
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-   [Telemedicine Software](https://www.softwareadvice.com/telemedicine/)
-   [Veterinary Software](https://www.softwareadvice.com/veterinary/)