# Best Patient Case Management Software - 2026 Reviews & Pricing

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

Source: https://www.softwareadvice.com/patient-case-management

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Patient Case Management Software

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# Best Patient Case Management Software of 2026

Updated June 25, 2026

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Showing 1 - 25 of 109 products

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4.53

[(1060)](https://www.softwareadvice.com/food-service-management/charitytracker-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve complex community challenges, every connection along the way. As a HIPAA-compliant database, we serve 20,000+ users worldwide through transformational processes that support comprehensive, coordinated care. Our hearts are in this with you from implementation and beyond. Unlike other companies that disappear after you onboard, we’ll grow alongside you as you increase your caring power and community impact.... [Read more](https://www.softwareadvice.com/food-service-management/charitytracker-profile/)

### What users love

-   Intuitive interface and onboarding
-   Holistic client tracking and referrals
-   Responsive and helpful support team

### To take in mind

-   Complex and inflexible reporting tools
-   Cost concerns for nonprofits
-   Inefficient and inconsistent search experience

### Best rated features:

Care Plan Management

5.0

Workflow Management

5.0

Member Communication

5.0

Referral Tracking

5.0

[See all features](https://www.softwareadvice.com/food-service-management/charitytracker-profile/#key-features)

### Basic

$20.00/month

Ideal for small nonprofits and community organizations, CharityTracker Basic offers essential case management tools to streamline your operations. Features include easy case management, comprehensive reporting, area-wide bulletins, and secure, 24/7 access with daily backups. This plan provides a solid foundation for tracking assistance and managing client information efficiently.... [Read more](https://www.softwareadvice.com/food-service-management/charitytracker-profile/#pricing-and-plans)

### Plus

$40.00/month

Building upon the Basic plan, CharityTracker Plus introduces advanced features to enhance your organization's capabilities. In addition to all Basic features, Plus includes barcode scanning, client ID management, digital signature capture, file uploads, and the ability to create and track outcomes. These tools facilitate more detailed record-keeping and improved client service.... [Read more](https://www.softwareadvice.com/food-service-management/charitytracker-profile/#pricing-and-plans)

### Pro

$60.00/month

Designed for organizations seeking comprehensive case management solutions, CharityTracker Pro encompasses all features of the Plus plan and adds kiosk mode for remote intake, SMS text broadcasts, appointment scheduling, customizable assessments, change-over-time reporting, street address autocomplete, and API access. This plan is tailored for agencies requiring robust tools for in-depth client engagement and data analysis.... [Read more](https://www.softwareadvice.com/food-service-management/charitytracker-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/food-service-management/charitytracker-profile/#pricing-and-plans)

4.56

[(2827)](https://www.softwareadvice.com/medical/simplepractice-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SimplePractice is an EHR and all-in-one practice management solution that helps health and wellness providers access everything needed from appointment scheduling, billing, and payments to HIPAA-compliant Telehealth, insurance claim filing, and more. The platform offers a user-friendly interface that allows practitioners to access all the essential tools in one centralized location. From scheduling and documentation to customizable templates and billing, SimplePractice covers every aspect of practice management for mental health professionals, speech-language pathologists, chiropractors, social workers, and more. One of the key features of SimplePractice is its scheduling functionality, which enables practitioners to maintain control over calendars and appointments. The platform allows practitioners to set up online appointment requests, accept or decline appointments, and send automated reminders to clients. With features, such as telehealth integration, practitioners can conduct video appointments, offering clients a convenient and flexible way to access care. Group appointment scheduling is also made easy with the ability to schedule, send reminders, document, and bill group sessions with multiple clients, catering to the needs of larger practices. Documentation is a crucial aspect of any healthcare practice, and SimplePractice simplifies this process by offering customizable templates for progress notes, assessments, intake forms, and more. Practitioners can choose from a library of templates or create their own personalized templates to streamline their documentation workflow. The platform also features ePrescribe functionality, allowing practitioners to check medication histories, prescribe medications, and order refills directly from the platform, enhancing efficiency and accuracy in patient care. Billing is another essential aspect of practice management, and SimplePractice provides tools to streamline the payment process for practitioners. Secure online billing and payment options allow practitioners to store credit cards securely, automate client payments with features such as AutoPay, and manage insurance claims with ease. The platform offers a client portal that gives clients 24/7 access to documents, billing information, and appointments, improving communication and transparency in care delivery.... [Read more](https://www.softwareadvice.com/medical/simplepractice-profile/)

### What users love

-   Responsive and helpful support team
-   Intuitive and user-friendly interface
-   Streamlined billing and payments management

### To take in mind

-   Frequent price increases and high costs
-   App limitations and access frustrations
-   Complex and limited insurance billing

### Best rated features:

Care Plan Management

5.0

Patient Monitoring

5.0

Document Storage

5.0

Activity Tracking

5.0

### Worst rated features:

Goal Setting/Tracking

1.0

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

### Starter

$49.00/month

All plans include an free, 30-day trial of the Plus plan. No credit card required. The tax charges are applicable.... [Read more](https://www.softwareadvice.com/medical/simplepractice-profile/#pricing-and-plans)

### Essential

$79.00/month

It includes an 30-day trial of the Plus plan.

### Plus

$99.00/month

Plus plan can be customized for group practices. Pricing includes two clinicians at $158/month starting with $99 first clinician and $59 each additional clinician.... [Read more](https://www.softwareadvice.com/medical/simplepractice-profile/#pricing-and-plans)

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

4.30

[(20)](https://www.softwareadvice.com/government/famcare-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

FAMCare is case management software designed to improve reporting confidence. Human service organizations use FAMCare to manage clients, services, outcomes, providers, billing, and compliance across multiple programs while maintaining a complete client history in a single secure system. Unlike entry-level case management tools, FAMCare helps organizations standardize data collection, eliminate reporting silos, and produce funder-ready reports without relying on spreadsheets or manual reconciliation. Real-time dashboards, configurable workflows, robust security, and advanced analytics give leadership the visibility needed to make informed decisions and demonstrate program impact. From child welfare and behavioral health to aging, housing, workforce development, juvenile justice, victim services, and tribal programs, FAMCare scales with organizations as they grow, helping them strengthen accountability, improve operational efficiency, and support long-term funding success.... [Read more](https://www.softwareadvice.com/government/famcare-profile/)

### Best rated features:

Progress Reports

5.0

Activity Tracking

5.0

Client Management

5.0

Assessment Management

5.0

### Worst rated features:

Electronic Signature

2.0

Goal Setting/Tracking

2.5

Scheduling

3.0

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

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

ChronicCareIQ is a care management software that simplifies Chronic Care Management (CCM) and Remote Patient Monitoring (RPM) for medical practices. Seamlessly integrated into existing workflows, our platform keeps patients connected between visits through automated engagement, alerts care teams to early signs of worsening symptoms or clinical threshold changes for timely intervention, and automates tracking to support accurate, optimized reimbursement. Additionally, healthcare practices can also diversify their solutions and white label the platform to their brand. ChronicCareIQ supports 600+ chronic disease clinical protocols. Practices using ChronicCareIQ: --Maintain 87% patient engagement after one year, --Reduce hospitalizations by an average of 29.4% --Generate approximately $103 per patient per month in net-new, monthly reimbursements... [Read more](https://www.softwareadvice.com/product/450816-ChronicCareIQ/)

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)

4.46

[(98)](https://www.softwareadvice.com/call-accounting/infoflo-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard. Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV. With InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.... [Read more](https://www.softwareadvice.com/call-accounting/infoflo-profile/)

### Best rated features:

Assessment Management

5.0

Reporting & Statistics

5.0

Case Notes

5.0

Calendar Management

5.0

[See all features](https://www.softwareadvice.com/call-accounting/infoflo-profile/#key-features)

### Cloud

$20.00/month

Base features include contacts, case notes, document upload, dashboard, mobile access, goals and referrals. Also included custom reportingd, online intake form, shelter management, program/event management, product/gift card management and much more... [Read more](https://www.softwareadvice.com/call-accounting/infoflo-profile/#pricing-and-plans)

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

4.56

[(89)](https://www.softwareadvice.com/medical/nookal-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Nookal: Streamlined Practice Management for Your Clinic Nookal’s intuitive booking software simplifies managing multiple class and group attendees for sessions like yoga, pilates, and more. Patients can conveniently book appointments and classes online, reducing administrative tasks and enhancing patient retention. Key Features: 1. Effortless Scheduling - Use the diary to schedule appointments, classes, or events with ease. - Organise events like staff meetings, conferences, or travel by selecting the desired day and time. - Add notes to stay on top of important tasks and occasions. 2. Enhanced Communication - Communicate with patients via SMS for booking confirmations, reminders, and follow-ups. - Reduce missed appointments and improve clinic efficiency with streamlined patient interactions. - Use the built-in Message Centre to connect with staff individually or in groups, regardless of location. 3. Simplified Invoicing and Payments - Send bulk invoices to patients or third parties. - Integrate with online payment platforms for seamless transactions. - Merge or edit invoices with ease to save time. 4. Comprehensive Reporting - Access performance metrics to track business growth and staff retention. - Generate reports covering financial records, staff KPIs, and other key metrics to drive clinic success. 5. Flexible Integrations - Customise your setup with industry-specific integrations to suit your clinic's needs. - Add or remove integrations as your business evolves, saving time and supporting growth. 6. Customisable Clinical Notes - Maintain comprehensive patient records with charts and text-based notes. - Use templates tailored to your clinic’s requirements. - Speed up documentation with shortcuts for commonly used abbreviations and notes. Why Choose Nookal? Nookal is your all-in-one Practice Management Software solution. Designed to streamline operations, improve communication, and support clinic growth, Nookal empowers you to focus on what matters most—providing exceptional care to your patients. Ready to take your clinic to the next level? Try Nookal today!... [Read more](https://www.softwareadvice.com/medical/nookal-profile/)

### Best rated features:

For Group Therapy

5.0

Activity Dashboard

5.0

Calendar Management

5.0

Document Management

5.0

### Worst rated features:

Task Management

3.8

Inventory Management

3.8

Electronic Payments

4.0

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

### Basic

$55.00/month

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

4.84

[(73)](https://www.softwareadvice.com/nonprofit/neworg-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers, marketing efforts, events and grant management in an integrated suite. It's suitable for veteran organizations, homeless services, environmental organizations, outpatient treatment centers and more. NewOrg enables users to collect information for reporting, manage volunteer activities and promote events. Other tools help users to create and manage programs, run outcome reports, track activity sign­ups and scheduling, manage communications, take surveys, manage fundraising activities and create development campaigns. The payment processing module allows users to add donation buttons to existing websites. Users can enter donations in bulk, as well as post or export data to QuickBooks, FundEasy or Excel. Donations are tracked by campaign, event, class, staff member and more, and NewOrg can manage multiple financial accounts. Other features include document management, grant management, email distribution and an organization calendar. NewOrg is priced per user and is billed on an annual or monthly subscription basis.... [Read more](https://www.softwareadvice.com/nonprofit/neworg-profile/)

### Best rated features:

Electronic Payments

5.0

Email Management

5.0

Receipt Management

5.0

HIPAA Compliant

5.0

### Worst rated features:

Data Import/Export

4.0

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

### Mission Support Plan

$250.00/month

All of our partners have access to the full NewOrg platform and receive unlimited support under the same plan. Built for mission-driven organizations that need full capability without pricing surprises. Includes all platform features, unlimited support, and two users at one flat, predictable price.... [Read more](https://www.softwareadvice.com/nonprofit/neworg-profile/#pricing-and-plans)

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

[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)

[ClinicSense](https://www.softwareadvice.com/medical/clinicsense-profile/)

4.84

[(657)](https://www.softwareadvice.com/medical/clinicsense-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

ClinicSense is a clinic management software designed to streamline administrative tasks for health and wellness practices. It is suitable for massage therapists, physical therapists, chiropractors, osteopaths, occupational therapists, and holistic medicine practitioners. The software supports both individual practitioners and multi-practitioner clinics by centralizing business operations. The system includes customizable SOAP notes and treatment documentation. It offers digital intake and consent forms that are automatically emailed to clients. An online booking system with appointment reminders is also available. ClinicSense features a tool called no-show guard to help reduce missed appointments. Financial management capabilities include invoicing, payment processing, treatment packages, and gift certificates. It supports TELUS Health eClaims for Canadian insurance processing. Communication tools allow practitioners to send email newsletters, wellness check-ins, birthday emails, and feedback requests. ClinicSense consolidates scheduling, charting, financial management, and client communication into one system. It provides business reporting tools to track practice performance and financial health. The software offers support for practitioners transitioning from paper-based systems or other platforms, including onboarding resources.... [Read more](https://www.softwareadvice.com/medical/clinicsense-profile/)

### What users love

-   Responsive and personalized support team
-   Streamlined scheduling and reminders
-   User-friendly online booking system

### To take in mind

-   Payment and billing limitations
-   Limited and clunky mobile experience

### Best rated features:

Treatment Planning

5.0

Wait List Management

5.0

Document Management

5.0

Real-Time Updates

5.0

### Worst rated features:

Online Payments

1.0

Sales Reports

3.0

Gift Card Management

3.9

Social Media Integration

4.0

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

### Lite

$39.00/month

The lite plan is designed for part-time practitioners, offering up to 20 appointments per month for a single practitioner. Includes online booking, email appointment reminders, SOAP notes, intake forms, and reporting. ClinicSense is HIPAA and PIPEDA-compliant.... [Read more](https://www.softwareadvice.com/medical/clinicsense-profile/#pricing-and-plans)

### Standard

$69.00/month

The Standard Plan is ideal for established wellness practices and clinics. In addition to everything available in our Lite plan, you'll get up to 200 appointments per month, SMS and email appointment reminders, No-Show Guard protection against cancellations, email newsletters and marketing tools, and the option to add additional practitioners for $20/month.... [Read more](https://www.softwareadvice.com/medical/clinicsense-profile/#pricing-and-plans)

### Premium

$99.00/month

The Premium plan is designed for established and growing practices and clinics. Includes all features available in our Standard plan, but allows unlimited appointments per month and you'll get priority VIP support from our team. Additional practitioners available for $20/month.... [Read more](https://www.softwareadvice.com/medical/clinicsense-profile/#pricing-and-plans)

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

[BestoSys](https://www.softwareadvice.com/medical/bestosys-profile/)

4.80

[(293)](https://www.softwareadvice.com/medical/bestosys-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

BestoSys is a cloud-based electronic records and practice management solution solution for doctors and dentists. It also offers an orthodontics module. The solution enables users to track their private practice patients along with patients in multiple hospitals or a large corporate client. The solution allows users to upload documents such as images and x-rays that are related to a treatment or clinical note and store them in custom folders. Its restorative and Perio charting feature for dentists enables them to record their patients' treatment plans and existing conditions without the need to manually type. In addition, users can record, store and view the Perio health chart for all patients. The solution offers various key features such as e-prescribing, patient billing, a patient portal, patient records, patient registration, patient scheduling, lab-work tracking, physician scheduling, clinical notes, patient medical histories and multi-clinic management. Its mobile app offers a pay per use plan where users can recharge their accounts as required.... [Read more](https://www.softwareadvice.com/medical/bestosys-profile/)

### Best rated features:

Patient Database

5.0

Task Management

5.0

Patient Engagement

5.0

Social Media Integration

5.0

### Worst rated features:

Self Service Portal

3.0

Inventory Management

3.8

Surveys & Feedback

4.0

Alerts/Notifications

4.0

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

### Basic

$40.00/month

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

[Pabau](https://www.softwareadvice.com/medical/pabau-profile/)

4.66

[(638)](https://www.softwareadvice.com/medical/pabau-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Pabau is a practice management software designed to support healthcare businesses in managing their operations. It serves various medical industries, including medspas, primary care facilities, cosmetic surgery clinics, skin clinics, optometry practices, and wellness centers. The software includes tools such as online booking for scheduling appointments, paperless client records with customizable medical forms, and a calendar system to prevent double bookings. It features EchoAI for dictating notes into patient records, a client portal for accessing bookings and information, and secure photo management for tracking treatment results. The platform also provides payment processing for billing and invoicing, along with financial reporting. Pabau includes inventory management to monitor stock levels of products and consumables. It offers marketing tools for creating targeted campaigns. The Pabau GO mobile application allows practitioners to access information and perform tasks remotely. The system adheres to security compliance standards and provides analytics tools for business insights.... [Read more](https://www.softwareadvice.com/medical/pabau-profile/)

### What users love

-   Responsive and knowledgeable support
-   Comprehensive patient journey tools
-   Robust feature-rich platform

### To take in mind

-   Clunky and unintuitive navigation
-   Expensive with hidden costs
-   Frequent slowdowns and lag

### Best rated features:

SMS Messaging

5.0

Progress Reports

5.0

Alerts/Notifications

5.0

Client Portal

5.0

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

[IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/)

4.74

[(321)](https://www.softwareadvice.com/medical/intakeq-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage client notes, send custom reminder messages and accept credit card payments. Key features include appointment scheduling, initial assessments, multi-provider practice, treatment plans, claims management and compliance tracking. Providers using IntakeQ can create progress notes templates, which can be personalized and shared with coworkers and clients. With questionnaire analytics, users can gain insights into their clients and practice by aggregating data from feedback forms, surveys and polls. The messaging portal enables providers to exchange documents, files, intake forms and treatment notes with clients whilst maintaining compliance with HIPAA guidelines. Additionally, the mobile-friendly solution lets practitioners add reminder opt-in to forms and send automated emails, SMSs and voice messages to reduce no-shows and cancellations. IntakeQ facilitates integration with Stripe, Square, Office Ally, Microsoft Outlook, Zoom and other third-party applications to streamline processes related to billing, invoicing, appointment management and telehealth video sessions. IntakeQ is available on monthly subscriptions and support is extended via documentation, FAQs and online inquiry form.... [Read more](https://www.softwareadvice.com/medical/intakeq-profile/)

### Best rated features:

Physician Scheduling

5.0

Online Booking

5.0

Patient Management

5.0

Multi-Physician

5.0

### Worst rated features:

Patient Scheduling

2.3

Patient Portal

2.7

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

### Forms

$49.90/month

Additional practitioner seats: $20 each.

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

[Zentake](https://www.softwareadvice.com/medical/zentake-profile/)

4.89

[(47)](https://www.softwareadvice.com/medical/zentake-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zentake is a HIPAA-compliant patient intake software designed for healthcare practices that want to digitize patient onboarding, reduce paperwork, and improve clinical workflow efficiency. Zentake allows medical clinics, behavioral health providers, dental offices, and specialty practices to create customizable digital intake forms, consent forms, and patient assessments. Forms include conditional logic, e-signatures, file uploads, and smart workflows so patients only see relevant questions and can complete intake before their appointment. Unlike traditional paper or basic form tools, Zentake centralizes patient data into structured, usable records that can be routed directly into clinical workflows or integrated systems like EHR platforms. This helps reduce manual data entry, minimize errors, and speed up front-desk operations. Zentake supports multi-location healthcare organizations with role-based access, team separation, and secure data management built for HIPAA compliance. It is designed to scale from small practices to enterprise healthcare groups. Beyond intake forms, Zentake supports ongoing patient engagement through assessments, screening tools, and recurring questionnaires, making it a flexible solution for end-to-end patient data collection and intake automation.... [Read more](https://www.softwareadvice.com/medical/zentake-profile/)

### Best rated features:

Data Import/Export

5.0

Multi-Location

5.0

Surveys & Feedback

5.0

Drag & Drop

5.0

### Worst rated features:

Records Management

4.0

Document Management

4.0

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

### Basic

$49.00/month

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

[StoriiCare](https://www.softwareadvice.com/patient-case-management/sotriicare-profile/)

4.78

[(49)](https://www.softwareadvice.com/patient-case-management/sotriicare-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

StoriiCare is an EHR and care management platform for adult day care centers, assisted living/residential providers and home health care agencies. Trusted by 300+ care providers across 11 countries, it combines clinical documentation, billing, and family engagement in one easy-to-use system. Care staff document care digitally, replacing paper and reducing admin time. Administrators get real-time oversight, while families stay connected through activity updates and shared care profiles. Clinically, StoriiCare covers the full care lifecycle: assessments, care plans, medication administration, ADLs, progress notes, and incident reporting. For billing, it supports private pay and Medicaid - invoicing, payments, attendance tracking, authorization limits, and claims documentation, all in one platform. StoriiCare includes Skye, a built-in AI agent that helps staff draft progress notes, identify patterns in care data, and navigate documentation workflows - no technical expertise required.... [Read more](https://www.softwareadvice.com/patient-case-management/sotriicare-profile/)

### Best rated features:

Client Management

5.0

Patient Intake

5.0

Care Plan Management

5.0

Data Security

5.0

[See all features](https://www.softwareadvice.com/patient-case-management/sotriicare-profile/#key-features)

[My Junna](https://www.softwareadvice.com/patient-case-management/junna-care-profile/)

4.85

[(39)](https://www.softwareadvice.com/patient-case-management/junna-care-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

My Junna is a comprehensive client management software solution designed to streamline your processes. With My Junna, users can securely manage client information, create care plans, store company/client resources and monitor task completion and more—all from a centralized platform. Key features include secure messaging, family/client portals, role-based access controls, and a secure, HIPAA-compliant environment. The software also offers robust reporting, and analytics for data-driven decision-making. Additionally, My Junna has a resource library that allows users to store and track all company/community resources. Simplify your client management tasks with My Junna’s intuitive, all-in-one platform.... [Read more](https://www.softwareadvice.com/patient-case-management/junna-care-profile/)

### Best rated features:

Patient Scheduling

5.0

Training Management

5.0

Billing & Invoicing

5.0

Charting

4.9

[See all features](https://www.softwareadvice.com/patient-case-management/junna-care-profile/#key-features)

### Basic

$99.00/month

The plan costs $69 per additional user.

[See full pricing details](https://www.softwareadvice.com/patient-case-management/junna-care-profile/#pricing-and-plans)

[My Best Practice](https://www.softwareadvice.com/medical/my-best-practice-profile/)

4.87

[(31)](https://www.softwareadvice.com/medical/my-best-practice-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

My Best Practice is an EHR solution designed for evidence-based practitioners. It simplifies and automates everything with better client outcomes. Features include evidence-based clinical notes, questionnaires sent and scored automatically, clear and easy to use note-taking, automatic client payments, invoicing, and bookkeeping. Reducing your stress, it lets you focus your time and attention on your clients. As a complete practice management system, it offers a clear and intuitive display, intake questionnaires & surveys, routine outcome measures, HIPAA compliant messaging, scheduling and client reminders, therapist iPhone app, telehealth, client portal, credit card processing and autopay, claim filing, encrypted security and insurance processing.... [Read more](https://www.softwareadvice.com/medical/my-best-practice-profile/)

### Best rated features:

Calendar Management

5.0

Employee Management

5.0

Decision Support

5.0

Patient Portal

5.0

### Worst rated features:

Booking Management

4.0

E-Prescribing

4.0

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

### Basic

$39.00/month

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

[Practice Mate](https://www.softwareadvice.com/medical/practice-mate-profile/)

4.55

[(171)](https://www.softwareadvice.com/medical/practice-mate-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Practice Mate is a cloud-based medical practice management solution offered by Office Ally, designed to meet the needs of healthcare providers across all specialties. The software helps healthcare professionals streamline daily operations through features such as appointment booking, revenue management, compliance tracking, patient record-keeping, electronic prescriptions and patient engagement. It focuses on the optimization and modernization of medical operations, enabling healthcare providers to utilize its capabilities to minimize unnecessary administrative duties and enhance the overall patient experience. Practice Mate also integrates with other Office Ally offerings, such as EHR 247 and Patient Ally, so that data can be shared between systems without the need for transfers. Additionally, users can also extend its capabilities with add-ons such as integrated patient reminders, appointment rescheduling, digital forms, change requests, patient intake, direct messaging and statement mailing. These add-ons contribute to the system's overall effectiveness in aiding medical practices in their day-to-day tasks. The application offers a billing and claims management feature that simplifies the revenue cycle management process for healthcare providers. This helps users generate and submit electronic claims to insurance companies, track claim statuses, and manage denials and rejections. Practice Mate also includes a secure patient portal that helps streamline patient engagement and communication. Additionally, the software ensures compliance with HIPAA regulations, safeguarding patient data and maintaining confidentiality. One key functionality is the auto-post electronic remittance advice (ERA), which automates the posting of ERAs for enhanced efficiency. Moreover, Practice Mate allows healthcare professionals to track revenue and manage accounts receivable, providing a clear overview of financial performance. It also offers a customizable alert system to notify users of important tasks or events, ensuring nothing falls through the cracks. The application supports multiple practitioners within a single office setting and accommodates practices with multiple locations, making it versatile for a variety of healthcare settings. Furthermore, its patient database feature includes detailed demographics and insurance information to keep patient records organized and accessible. Lastly, Practice Mate offers free set-up, support and training to ensure a smooth onboarding process for users. Customer support is extended through FAQs, live chat, phone and more. In conclusion, Practice Mate by Office Ally stands out as a trusted and compliant medical practice management solution, providing healthcare providers with a comprehensive suite of tools to simplify their operations, improve patient care, and bolster overall practice efficiency.... [Read more](https://www.softwareadvice.com/medical/practice-mate-profile/)

### Best rated features:

Scheduling

5.0

Physician Scheduling

5.0

Live Chat

5.0

Medication Management

5.0

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

[Legwork](https://www.softwareadvice.com/medical/legwork-profile/)

4.80

[(25)](https://www.softwareadvice.com/medical/legwork-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Dental one-stop shop for attracting, retaining, and delighting patients. Integrate your patient engagement software, dental marketing, websites, and office phones with Legwork innovative solutions. Manage online booking, two-way texting, patient paperless forms, appointments reminders, tele-Dental, online payments, patient reviews, practice metrics, and more all from one dashboard. Your Dental team can write and respond to text messages from within the dashboard and collect patient reviews for your Facebook and Google profiles. Paired with Legwork Phones, Call Pop-Up enables your team to view vital information from incoming patient calls. Attract and convert prospective clients to scheduled patients using Legwork digital advertisement and dental websites, alongside patient assessments and automated follow-up communications. Keep your information up-to-date across the web and boost your SEO using Legwork Listings. Patient Portals make it easy for current patients to view appointments, make payments, and complete digital forms. Pricing is available on monthly subscriptions (no setup fee) and includes award-winning support.... [Read more](https://www.softwareadvice.com/medical/legwork-profile/)

### Best rated features:

Confirmations/Reminders

5.0

Messaging

5.0

Appointment Scheduling

5.0

Calendar Management

5.0

### Worst rated features:

Patient Records Management

4.0

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

[Simple Interact](https://www.softwareadvice.com/medical/simple-interact-profile/)

4.79

[(24)](https://www.softwareadvice.com/medical/simple-interact-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Simple Interact is a deeply-integrated highly-customizable front office automation platform that caters to physician groups, health centers (FQHCs), and hospitals. This solution helps healthcare facilities run more efficiently and profitably by boosting staff productivity, reducing provider burnout, and elevating the patient experience. Simple Interact offers a comprehensive set of services that customers can pick and choose from: - Digital Patient Forms to enable paperless workflows such as intake, check-in, screenings, and ad-hoc consents using mobile-friendly forms with multi-language support. - Digital Patient Engagement to enable Email/SMS/Phone communications such as reminders, confirmations, broadcast messages, 2-Way SMS chats, and outreach campaigns. - Digital Patient Feedback to handle negative feedback proactively while garnering positive reviews on online location and provider listings such as Google and Healthgrades. - Digital Patient Scheduling to manage online appointment requests and referral requests while also automating the filling of canceled appointment slots. Simple Interact differentiators: - Religious about the word "simple" and the platform's ease-of-use leads to higher patient participation and staff adoption, which in turn leads to better business results. - Foundational architectural principles prioritize flexibility and customizability enabling us to rapidly address customer-specific needs and evolving market demands. - Deep integration and ability to push discrete data into EHR systems (ex: athenahealth, NextGen, Veradigm, eClinicalWorks) significantly reduces burden on staff by eliminating manual data entry. - Phased roll out process ensures minimum disruption while delivering results right away. Staff training is short and quick. This leads to a faster learning curve and higher staff adoption. - Continuity of support and implementation personnel, and users receive a personalized service. - Relentless about continuously enhancing an already comprehensive platform. Simple Interact takes pride in listening to users and address their evolving needs. Business Impact: - Reduce material costs by going paperless - Streamline and speed up patient workflow - Increase staff productivity and provider utilization while reducing burnout - Save providers time by using HPI forms to automatically generate a human-readable physician note - Minimize lost revenue by reducing no-shows, appointment leakage, and referral leakage - Enhance patient convenience and experience by improving patient access and communication - Acquire and retain more patients by capturing patient feedback consistently and improving online reputation - Reduce MIPS penalty by automating data capture of quality measures - Increase revenue opportunities such as incentivized payments, funding, upselling, and payment capture Simple Interact built the software platform from the ground up to help healthcare providers address three constant challenges: rising costs, downward pressure on reimbursements, and ever-changing regulatory requirements.... [Read more](https://www.softwareadvice.com/medical/simple-interact-profile/)

### Best rated features:

HIPAA Compliant

5.0

Patient Scheduling

5.0

Multi-Location

5.0

Multi-Physician

5.0

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

[RT Connect](https://www.softwareadvice.com/medical/rt-connect-profile/)

4.82

[(22)](https://www.softwareadvice.com/medical/rt-connect-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

RT Medical Systems is a leading manufacturer of medical software, offering a comprehensive solution for healthcare providers. Their product, RT Connect, is a fully integrated medical software solution that includes Electronic Health Record (EHR), Oncology Information Systems, Radiology Image Viewer, Picture Archiving and Communication Systems (PACS), and software for secondary check of monitor units in radiotherapy. RT Connect is also a Radiology Information System that provides HL7 Fast Healthcare Interoperability Resources (FHIR) and DICOM interoperability. This allows for the seamless exchange and integration of health information between different medical systems and devices, ensuring that patient information is up-to-date and accessible to healthcare providers. The medical image viewer in RT Connect allows users to view radiotherapy plans in DICOM RT format, providing visual representations of dose-volume histograms (DVH), isodose curves, and organ contours. RT Connect's secondary check functionality in radiotherapy verifies treatment plans for various techniques, including Volumetric Modulated Arc Therapy (VMAT), Intensity-Modulated Radiation Therapy (IMRT), Stereotactic Radiosurgery/Stereotactic Body Radiation Therapy (SRS/SBRT), Photons, and Electrons. This helps ensure the accuracy and safety of radiation therapy treatments, improving the overall quality and effectiveness of care. In conclusion, RT Connect offers a complete and integrated solution for healthcare providers, with features designed to improve patient care and safety. With RT Medical Systems, healthcare providers can streamline their workflows, access patient information easily, and make informed decisions with confidence.... [Read more](https://www.softwareadvice.com/medical/rt-connect-profile/)

### Best rated features:

Customizable Forms

5.0

Voice Recognition

5.0

Patient Flow Management

5.0

Task Management

5.0

### Worst rated features:

Mobile Access

4.0

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

### Basic

Custom

Pricing available upon request

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

[BestNotes](https://www.softwareadvice.com/medical/bestnotes-profile/)

4.52

[(198)](https://www.softwareadvice.com/medical/bestnotes-profile/reviews/)

Best for:HIPAA Compliant

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

BestNotes is an HIPAA compliant customer relationship management (CRM) and electronic health record (EHR) database system designed for the Behavioral Health and Addiction Treatment industry. BestNotes merges a CRM and EHR tools into a highly effective software that improves client interactions. BestNotes requires no upfront fees and offers users a month-to-month contract and free training/support. BestNotes offers a fully integrated suite including scheduling, patient portal, practice management, documentation, medication administration, outcome tracking, e prescribing, lab tracking, and reporting features. Automatic updates are applied to documentation to ensure audit and accreditation compliance. Point and click documentation allows users to quickly create group notes and treatment plans. BestNotes tracks sales activity; follow-ups, referrals, and ongoing customer interactions. The software covers the full spectrum of client interactions starting with a secure and HIPAA- compliant patient portal that can be connected to a company’s website with a customized application to auto-populate into intake and clinical documentation. A smart calendar enables users to customize appointment types to include billing and necessary documents for service delivery. Calendar allows users to track no-shows, cancellations and attendance and send appointment reminders via text message. Our audit and accreditation compliant documentation includes: Pre-Screen, Intake Assessment, Nursing Assessment, History/Physical Assessment, BioPsychosocial Assessment, Psychiatric Evaluation, Comprehensive Diagnostic Assessment, Master Treatment Plan, Treatment Plan Review, Discharge Summary, Medication Management, Vitals/Allergies, Group Notes, Progress Notes (Clinical, DAP, Medication and SOAP options), Case Management, Utilization Review, Consents Tracking outcomes, now a Joint Commission requirement, is easy with BestNotes!. Send and receive nationally recognized questionnaires electronically and view client and organizational reporting. Keep track of your ongoing charges and payments with a customizable ledger! Create invoices, superbills and easily build HCFA-1500 or UB-04 claim forms to eliminate double data entry. To help facilitate effective management of Prior Auths for customers, the BestNotes Prior Authorizations module has been designed to allow staff to: Input Authorization information for patients prior to services being rendered Create Authorization templates in an effort to streamline data entry and help prevent input errors Track and monitor usage of services rendered against a patient's Authorizations With our eMAR, users can group clients together for a customizable med-pass time, prep medications and track inventory, see when a medication is taken or refused and capture employee and client signature, out-of-the-box reporting for easy quality assurance. BestNotes reporting features comes with 60+ reports out of the box. Users can also build custom reports. Human resources can securely store employee files, capture signatures for reviews, disciplinary action, notifications or benefits, receive customizable job applications through your website and track ongoing education credits. Please contact us for a demonstration: sales@bestnotes.com... [Read more](https://www.softwareadvice.com/medical/bestnotes-profile/)

### Best rated features:

Template Management

5.0

Claims Management

5.0

Progress Reports

5.0

E-Prescribing

5.0

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

[AgileEMR](https://www.softwareadvice.com/medical/agileemr-profile/)

4.78

[(18)](https://www.softwareadvice.com/medical/agileemr-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

AgileEMR is a cloud-based solution designed to help physical therapists manage and streamline various administrative processes related to electronic medical records (EMR), scheduling, documentation and more. Professionals can handle patient registrations, schedule appointments on a calendar and organize them using the color-coding functionality. Clinicians can access customizable templates to create specialty-specific documentation including pediatrics, speech-language pathology, occupational therapy, vestibular and neuro/pelvic health. Medical professionals can maintain a treatment log and record daily notes in the subjective, objective, assessment and plan (SOAP) format. Additionally, it lets users streamline billing operations and ensure compliance with HIPAA regulations. AgileEMR enables doctors to reschedule appointments, manage referrals and store patients' details in a centralized database. Pricing is available on monthly subscriptions and support is extended via FAQs and an online form.... [Read more](https://www.softwareadvice.com/medical/agileemr-profile/)

### Best rated features:

HIPAA Compliant

5.0

Compliance Tracking

4.7

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

### Basic

$80.00/month

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

[Medicai](https://www.softwareadvice.com/patient-case-management/medicai-profile/)

4.86

[(14)](https://www.softwareadvice.com/patient-case-management/medicai-profile/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Medicai is a cloud-based PACS and medical imaging platform designed to help radiologists, specialists, and care teams work faster and collaborate more effectively. It brings AI-assisted reporting, structured templates, case-based collaboration, and secure medical imaging exchange into one unified workspace—accessible from any device. With Medicai, imaging studies can be uploaded directly from PACS, modalities, CDs, or a web browser, and are instantly available in a browser-based DICOM Viewer. No local installation, VPN, or workstation configuration is required. The viewer supports multi-series comparison, synchronized windows, measurements, annotations, and multi-modality workflows including MRI, CT, PET-CT, Ultrasound, and X-ray. Medicai’s AI Copilot assists radiologists with summarization, voice-guided dictation, and structured reporting. This helps standardize terminology, reduce turnaround times, and maintain reporting quality across providers, shifts, and locations. All imaging, documents, notes, messages, and reports are organized into shared patient case timelines. Specialists, surgeons, referring physicians, or legal teams can be invited securely into cases with granular access control and complete audit trails. Patients can upload their own imaging using secure upload links, eliminating CDs and manual transfers. For multi-site organizations and teleradiology networks, Medicai supports workload routing, case assignment, queue visibility, and quality assurance review. Video consultations—either via integrated calls or Zoom—can be launched directly inside a case for live diagnostic discussions. This enables remote reading workflows, multi-disciplinary collaboration, tumor boards, and second opinions without switching tools. Key Capabilities • Cloud PACS with encrypted, scalable storage • Browser-based DICOM Viewer with no local software required • AI-assisted structured reporting and voice dictation • Case-based collaboration and messaging • Role-based access controls and HIPAA/GDPR compliance • Secure patient and referring physician upload links • Worklist management for multi-site radiology groups • Support for remote reading, hospital networks, and growing imaging operations Who Medicai is Built For • Radiology groups and teleradiology providers • Imaging centers and diagnostic clinics • Hospitals and healthcare networks • Multi-specialty practices that coordinate across locations • Oncology boards, orthopedic teams, cardiology networks, OB/GYN care, neurology specialists • Legal teams and case review networks working with medical evidence Common Use Cases • Cloud PACS replacement or modernization • Faster diagnostic reporting with AI support • Remote/hybrid radiology workflows • Image sharing with referring physicians and specialists • Patient imaging upload and portal access • Second opinions and inter-physician collaboration • Tumor boards and multi-disciplinary case discussions • PI law case evaluation and medical evidence sharing Medicai delivers the flexibility of cloud access while maintaining medical-grade security and regulatory compliance. It streamlines imaging workflows, reduces reliance on CDs and manual file transfers, and enables radiologists and care teams to collaborate in real time—anywhere.... [Read more](https://www.softwareadvice.com/patient-case-management/medicai-profile/)

### Best rated features:

Single Sign On

5.0

Image Library

5.0

Surveys & Feedback

5.0

Comparison View

5.0

### Worst rated features:

Compliance Management

3.0

Case Notes

4.0

[See all features](https://www.softwareadvice.com/patient-case-management/medicai-profile/#key-features)

### Starter

$149.00/month

The essential features for small healthcare providers

### Standard

$499.00/month

Great for healthcare providers with one location and one or more imaging modalities.

### Enterprise

Custom

Pricing available upon request

Providers looking to leverage technologies like cloud, APIs, LLMs to provide top medical services.

[See full pricing details](https://www.softwareadvice.com/patient-case-management/medicai-profile/#pricing-and-plans)

[TheraManager DocuTrac](https://www.softwareadvice.com/mental-health/theramanager-profile/)

4.65

[(31)](https://www.softwareadvice.com/mental-health/theramanager-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

TheraManager, LLC (aka TheraManager DocuTrac), provides its Practice Management and Electronic Medical Record software product and Revenue Cycle Management services to private and group practices, Universities, substance abuse facilities, county and state agencies, and hospitals around the United States. The company has 37 industry professionals, each committed to helping clients succeed every day. TheraManager DocuTrac has a 25-year record of success in the Behavioral Healthcare IT industry. The company's unlimited custom EMR screen offering and robust Practice Management reporting makes it a unique feature-rich solution for thousands of Behavioral Healthcare clinicians. The firm's QuicExchange Hub allows for secure connectivity with Labs, HIEs, and other systems. TheraManager's flexible programs will enable each organization to custom fit its unique needs rather than having to change their workflow to match the software.... [Read more](https://www.softwareadvice.com/mental-health/theramanager-profile/)

### Best rated features:

Appointment Scheduling

5.0

[See all features](https://www.softwareadvice.com/mental-health/theramanager-profile/#key-features)

### Basic

$99.00

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

1

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

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