Last Reviewed: November 26th, 2024

Best Patient Portal Software Of 2024

What is Patient Portal Software?

Patient Portal Software is a digital platform enhancing communication between patients and their healthcare providers. It skillfully addresses problems such as disjointed communication, inaccessible health records, and low patient engagement. Essential functionalities include secure messaging, appointment scheduling, access to medical records, and prescription refills. Emerging features like wearable device integration and AI-based health analytics bring exciting evolution to the field. Though crafted primarily for healthcare providers and patients, industries such as healthcare IT, insurance, and pharmaceutical companies also gain significant benefits. Limitations can encompass privacy concerns, technological barriers for less tech-savvy patients, and potential misinterpretation of health information. Conclusively, Patient Portal Software elevates patient experience, promotes engagement, fosters better health outcomes, and improves practice efficiency, making it an undeniable asset in building patient-centric care in the 21st-century healthcare paradigm.

What Are The Key Benefits of Patient Portal Software?

  • Promotes Patient Engagement
  • Improves Communication Efficiency
  • Facilitates 24/7 Access
  • Streamlines Appointment Scheduling
  • Enhances Patient Satisfaction
  • Supports Informed Decision-Making
  • Boosts Practice Efficiency
  • Manages Prescription Refills
  • Facilitates Health Record Access
  • Strengthens Healthcare Transparency
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Overall

Based on the latest available data collected by SelectHub for 25 solutions, we determined the following solutions are the best Patient Portal Software overall:

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Why We Picked Optum

Optum, a prominent player in the healthcare software arena, has attracted a range of user feedback over the past year, offering valuable insights into its strengths, weaknesses, and overall suitability for different user groups. Optum's users frequently highlight its comprehensive suite of features, encompassing mental health management, appointment scheduling, and medication tracking, as a key strength. This all-in-one approach simplifies healthcare management for individuals juggling multiple health concerns or those seeking a centralized platform. However, some users note that the extensive features can lead to a steeper learning curve, potentially posing challenges for individuals less comfortable with technology or those preferring simpler interfaces.

Optum distinguishes itself through its robust mental health support features, including mood tracking, journaling tools, and access to mental health professionals. This focus on mental well-being caters to a growing demand for integrated mental health solutions within healthcare platforms. Users appreciate the convenience and accessibility of these features, particularly in the context of rising mental health awareness. Conversely, some users mention occasional technical glitches or slow loading times as areas for improvement. Optum's emphasis on mental health support, coupled with its comprehensive features, makes it well-suited for individuals seeking a holistic healthcare management platform that prioritizes both physical and mental well-being. It is particularly beneficial for those with complex healthcare needs or those actively engaged in managing their mental health.

Pros & Cons

  • Extensive Network: Optum boasts a large network of mental health professionals, increasing the likelihood of finding a suitable therapist or psychiatrist in terms of location, specialty, and insurance coverage.
  • Care Coordination: Optum facilitates communication and collaboration among healthcare providers, ensuring a holistic approach to mental health care. This can be particularly beneficial for individuals with complex needs or multiple diagnoses.
  • Virtual Care Options: Optum offers telehealth services, providing convenient access to mental health care from the comfort of home. This can be especially helpful for individuals with mobility issues, busy schedules, or those residing in underserved areas.
  • Limited In-Network Options: Finding mental health professionals within Optum's network can be challenging, especially for specialized care or in underserved areas. This limitation can force individuals to choose between paying out-of-pocket for preferred providers or settling for less suitable options within the network.
  • Preauthorization Requirements: Optum often requires preauthorization for certain mental health services, such as therapy sessions or medication. This process can be time-consuming and may delay access to necessary care, potentially exacerbating symptoms or hindering progress.
  • Claims and Billing Issues: Navigating the complexities of claims and billing processes with Optum can be frustrating for users. Issues such as denied claims, incorrect billing, or difficulty reaching customer service can create additional stress and financial burdens for individuals seeking mental health support.

Key Features

  • Pharmacy Care Services: OptumRx helps physicians improve their prescribing and helps patients receive the most effective medication at the best possible cost. Physicians can also precheck and authorize medications in real time. 
  • Healthcare Delivery: Provide quality primary care, specialty care and post-acute care by focusing more on treating the patients while also optimizing efficiency and lowering costs. 
  • Data and Health Analytics: Automate recognition of high-cost and high-risk patients with data-driven assistance at the point of care. Acquire patients by linking consumer and clinical data and access insights based on patient results. 
  • Population Health: Improve health outcomes and lower costs by using insights from data and analytics. A connected network of over 800 Centers of Excellence enables treatment with greater knowledge from the get-go. 
  • Advisory Services: Insights help healthcare providers against their biggest challenges so they can and empower the health system, increase revenue, engage customers and improve the quality of care.nbsp;
  • Individual and Family Solutions: Individuals can save money while having a greater part in their overall health with different solutions for healthcare, prescriptions and spending. 
  • Claims Administration: Promotes payment integrity with features to edit inaccurate claims, appropriately price bills, assess bill details, recover overpayments and prevent inaccurate billing. 
  • Optum Bank: Makes paying for treatment easier and more efficient with innovative payments solutions, leading to reduced costs without compromising on healthcare quality. Includes: 
    •  Health accounts for employees. 
    •  Hassle-free payment solutions for better healthcare. 
    •  Health account education with courses to educate employees to become better healthcare consumers. 
  • Optum360: Examine opportunities across the revenue cycle to increase margins and prepare for value-based reimbursement. Offers: 
    •  A patient financial experience that places them in the center of the revenue cycle. 
    •  A/R recovery and denial management to improve payment recovery. 
    •  Claims integrity and processing for quick and efficient claims and reimbursement. 
    •  Document and coding to help staff drive financial results proactively. 
  • Risk and Quality Solutions: Driven from the largest Medicare Advantage database in the industry. 
    • Retrospective Solutions: Improves accuracy and completeness with industry analytics. 
    • Prospective Solutions: Standardizes processes on behalf of multiple payers for better patient treatment. 
    • Improving Outcomes: Drives outcomes while reducing costs with people, technology and clinical insights. 

    Limitations

    User feedback at the time of this review indicates that some of the product limitations include:

    •  Not cost-effective for the features offered. 
    •  Runs slower for larger practices. 
    •  Lack of helpful customer support. 

    Suite Support

    mail_outlineEmail: [email protected].
    phonePhone: A list of phone numbers for support are available on the website.
    schoolTraining: Optum offers a training curriculum to help users get the most out of the software.
    local_offerTickets: Sign in to Optum online to submit help requests.
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Why We Picked FollowMyHealth

FollowMyHealth receives mixed reviews from businesses, with praise for its streamlined communication and patient empowerment features, but criticism for limited customization and occasional technical glitches. Users appreciate the platform's ease of use for both patients and staff. One doctor commented, "FollowMyHealth has been a game-changer for our practice. Patients love being able to schedule appointments and refill prescriptions online, and it's saved us so much time on administrative tasks." However, some businesses find FollowMyHealth lacks flexibility. A clinic manager remarked, "The interface feels generic and doesn't allow us to customize it much to match our brand or cater to specific patient needs. Compared to [competitor product], which offers tailored modules for different specialties, FollowMyHealth feels a bit one-size-fits-all." Integration with existing EHR systems can also be challenging, leading to data silos and frustrated staff. "Setting up FollowMyHealth with our EHR was a nightmare," shared a medical assistant. "The data transfer wasn't seamless, and we still have to manually update some things in both systems, which is inefficient." Despite these drawbacks, many businesses recognize FollowMyHealth's potential for improved patient engagement, citing it as a step up from basic patient portals. As one nurse put it, "While it's not perfect, FollowMyHealth is definitely better than just sending appointment reminders by email. Patients are more proactive about their health now, and we can track their progress more easily." Ultimately, the decision to use FollowMyHealth depends on individual business needs and priorities. Those seeking a user-friendly platform for basic patient engagement may find it a good fit, while those requiring extensive customization or seamless EHR integration might need to explore other options.

Pros & Cons

  • Improved Patient-Provider Communication: Streamlines communication through secure messaging, appointment scheduling, and test results sharing.
  • Enhanced Patient Engagement: Empowers patients with self-service tools like appointment booking, medication reminders, and personalized health education.
  • Reduced Administrative Burden: Automates tasks like appointment reminders and prescription refills, freeing up staff time for patient care.
  • Increased Care Coordination: Facilitates collaboration between providers through shared care plans and secure patient data exchange.
  • Improved Clinical Outcomes: Promotes preventive care, medication adherence, and early disease detection through patient engagement tools.
  • Limited Customization: Interface lacks flexibility for branding and tailoring to specific patient populations.
  • Integration Challenges: Can be difficult to integrate with existing EHR systems, leading to data silos.
  • Technical Glitches: Users report occasional bugs and technical issues that disrupt workflow.
  • Cost Concerns: Subscription fees can be perceived as high for some healthcare organizations.
  • Limited Adoption by Patients: Not all patients are comfortable using technology, hindering platform adoption.

Key Features

  • Patient portal: A secure online platform for patients to access their medical records, communicate with providers, schedule appointments, and manage their health data.
  • Secure messaging: Patients can securely message their providers with questions and concerns, and receive timely responses.
  • Appointment scheduling: Patients can easily schedule and reschedule appointments online, 24/7.
  • Medication management: Patients can view their medication lists, refill prescriptions, and receive medication reminders.
  • Health tracking tools: Patients can track their health data, such as blood pressure, weight, and blood sugar levels, and share this information with their providers.
  • Telehealth integration: Patients can connect with providers for virtual visits through the FollowMyHealth platform.
  • Patient education resources: Patients can access a library of educational resources on a variety of health topics.
  • Customizable care plans: Providers can create personalized care plans for their patients, which can be accessed and tracked through the FollowMyHealth platform.
  • Population health management tools: Healthcare organizations can use FollowMyHealth to track and manage the health of their patient populations.
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Why We Picked Updox

Updox receives generally positive feedback from users, particularly in the areas of security, patient engagement, and workflow efficiency. Many users praise its seamless integration with existing EHR/PMS systems, simplifying appointment scheduling and communication. One user stated, "Updox has streamlined our telehealth workflow tremendously. We can now schedule, conduct, and document visits all within one platform." Another strength of Updox is its emphasis on patient engagement. Patients appreciate the convenience of secure messaging, online appointment booking, and access to medical records. "Updox has made it so much easier to communicate with my doctor," shared a patient. "I can send messages, schedule appointments, and even view my test results online." However, some users have reported a steeper learning curve compared to other telehealth solutions and limitations in customization options. Additionally, occasional technical issues and challenges with customer support have been mentioned. One user commented, "Updox took a bit longer to learn than other platforms I've used, and I wish there were more customization options available." Overall, Updox appears to be a strong contender in the telehealth space, particularly for larger healthcare organizations. Its robust features, commitment to security, and focus on patient engagement make it a compelling option for those seeking a comprehensive solution. However, potential users should be aware of the steeper learning curve and limited customization options before making a decision. When compared to competitors like Doximity and Kareo Telehealth, Updox seems to set itself apart with its broader range of features and emphasis on patient engagement. Doximity primarily focuses on secure communication, while Kareo Telehealth offers a more basic telehealth experience. Updox's ability to integrate with various EHR/PMS systems and provide features like secure document sharing and e-signatures also gives it an edge. Ultimately, the best telehealth solution depends on individual needs and priorities. Updox's strengths in security, patient engagement, and workflow efficiency make it a strong option for those seeking a comprehensive platform. However, users should be aware of the learning curve and limited customization options before making a decision.

Pros & Cons

  • Easy Access to Care: Provide patients the care they need from the comfort of their homes. Serve clients who have mobility issues or live far away from medical facilities.
  • Focus on Patients: Allow patients to connect with doctors and get the information they need to be more involved in their own healthcare.
  • Better Care Delivery: Doctors can use telemedicine software to give patients more complete and personalized care. They can monitor their patient’s health and recovery levels, and provide feedback in real time.
  • Cost-Efficiency: Patients don’t need to travel long distances to see their doctor in person, leading to higher cost savings.
  • Connection Issues: Sometimes, telemedicine software has glitches, such as spotty connections, fuzzy video or launch delays, leading to interrupted or incomplete appointments.
  • Incomplete Diagnosis: Unlike in-person visits, the software might not give doctors all the information they need. This can make it hard to figure out exactly what's wrong with patients and create the best treatment plan.
  • Limited Personalization: Telemedicine visits can sometimes feel less personal than seeing your doctor face-to-face, which might leave patients feeling disconnected or alone.

Key Features

  • Video Chat: Connect anytime, anywhere with patients using HIPAA-compliant Video Visits. Host group calls (up to 19 participants), including care teams, family or staff. Mimic in-person visits with a virtual waiting room, capture screenshots, share your screen and take notes directly within the video call.
  • Payment: Reduce the amount of time it takes to receive payment while easing the process for patients by using included payment options.
  • Electronic Fax: Enable users and patients to sign important documents virtually with digital fax functionality, limiting the need for in-person contact. Such tasks can be completed on any device, providing a convenient and simple option for all parties involved.
  • Digitized Forms: Boost office efficiency and reduce time spent on manual data tasks with electronic forms. Organize, store and retrieve important documentation digitally.
  • Patient Portal: Ensure round-the-clock access to all important information a patient may need. Patient can use the portal as a hub for making payments, accessing medical records and receiving notifications about appointments and other vital information.
  • Direct Messaging: Tap into a network of healthcare professionals to securely communicate with other providers.
  • Reminders: Minimize cancellations and missed appointments, along with time and money lost, through personalized patient reminders.
  • Targeted Broadcasting: Save time and effort using the broadcast function to disseminate information among clientele. Specify limitations by choosing certain demographics, so patients receive relevant information without being bombarded by every announcement.
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Why We Picked Nextech

Nextech, a comprehensive practice management solution designed to streamline workflows for specialty practices, has elicited a range of feedback from users over the past year. While opinions on the platform's efficacy vary, several recurring themes emerge from user reviews, shedding light on its strengths, weaknesses, and ideal user base.

Nextech's robust features and customizability are frequently cited as major advantages. Users appreciate the platform's ability to adapt to the specific needs of different specialties, with tools for appointment scheduling, billing, and electronic health records (EHR) management. The platform's integration with other software systems is also highlighted as a strength, enabling seamless data exchange and reducing manual data entry. However, some users find the extensive customization options overwhelming, leading to a steep learning curve and implementation challenges.

Nextech's EHR functionality receives mixed reviews. Some users praise its comprehensive features, such as charting, e-prescribing, and patient portal access. Others express concerns about the EHR's user interface, citing issues with navigation and data entry. Additionally, while Nextech offers a mobile app, its functionality is limited compared to the desktop version, which can be inconvenient for users who require on-the-go access.

In comparison to similar products, Nextech stands out for its specialization in serving the needs of specialty practices. Its features and workflows are tailored to address the unique challenges faced by these practices, such as complex billing requirements and specialized clinical documentation. This focus on specialty practices differentiates Nextech from more generic practice management solutions.

Considering its strengths and weaknesses, Nextech appears best suited for larger specialty practices with dedicated IT resources and a willingness to invest time in implementation and training. The platform's extensive features and customizability can provide significant value to these practices, but may overwhelm smaller practices with limited resources.

Pros & Cons

  • Intuitive Interface: Users appreciate the clean and modern interface, finding it easy to navigate and locate desired features. The system's layout is logical and contributes to a smooth user experience.
  • Specialization for Ophthalmology: Nextech is specifically designed for ophthalmology practices, offering features and tools tailored to their unique workflows and needs. This specialization eliminates the need for extensive customization or workarounds, enhancing efficiency.
  • Comprehensive Functionality: The platform provides a wide range of features, including appointment scheduling, patient records management, e-prescribing, image management, and billing tools. This comprehensive suite of functionalities streamlines operations and reduces the need for multiple software systems.
  • Steep Learning Curve: The software's interface can be overwhelming for new users due to its complexity and lack of intuitive design, leading to a prolonged onboarding process and potential disruptions to workflow.
  • Customization Challenges: Tailoring the software to specific workflows or specialties can be difficult, as customization options are limited and often require advanced technical knowledge or assistance from Nextech support, potentially hindering efficiency and user satisfaction.
  • Integration Issues: Seamless integration with other healthcare systems or software can be problematic, leading to data silos and inefficiencies in information exchange, potentially impacting care coordination and patient management.
  • Reporting Limitations: Generating custom reports or extracting specific data for analysis can be cumbersome, as the reporting functionality may lack flexibility and user-friendliness, potentially hindering data-driven decision-making and performance tracking.

Key Features

  • Scheduling Capabilities: View and schedule all providers, procedure rooms, equipment or any combination of resources. Includes multi-provider, multi-location and multi-resource scheduling capabilities, along with limit or warning settings for multiple appointments. 
  • Appointment Tools: Move appointments by cutting and pasting, copying, or dragging and dropping. A first available appointment finder saves time. Automated text messages remind patients of their appointments, and responses automatically update the scheduler. 
  • Charting Capabilities: Quick charting with adaptive templates for different specialties simplify the process. Users can review charts, notes and refill prescriptions from anywhere. 
  • Billing: The revenue cycle management solution streamlines claims management, patient access, and denials and appeals. 
  • Patient Portal: Patients are able to make payments as well as view medical history and insurance information. 
  • Analytics: Access patient data such as demographics and practice performance trends to understand the overall health of the practice and maximize profitability. 
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Why We Picked TriZetto

TriZetto garners praise for its comprehensive suite of features that streamline medical billing processes, from patient registration and insurance verification to claim submission and payment processing. Users appreciate its ability to automate tasks, reducing manual effort and the potential for errors. The software's scalability makes it suitable for healthcare organizations of all sizes, accommodating the needs of both small practices and large enterprises. Additionally, TriZetto's analytics and insights empower healthcare professionals to make data-driven decisions, improving patient care and optimizing revenue cycles.

However, some users note that TriZetto's robust functionality comes at a cost, as it can be more expensive than some competing solutions. The software's complexity may also present a learning curve for new users, requiring additional training and support. Despite these drawbacks, TriZetto remains a popular choice for healthcare organizations seeking a comprehensive and scalable medical billing solution. Its ability to automate tasks, improve efficiency, and provide valuable insights makes it particularly well-suited for large organizations with complex billing needs.

Pros & Cons

  • Cost Savings: Electronic documentation decreases paperwork, enhances employee efficiency, and leads to reduced office supply and operational costs in the long term.
  • Patient Engagement: Patient portals empower individuals to access their health information, schedule appointments and communicate with healthcare providers.
  • Patient Safety: Features like medication alerts and allergy notifications help prevent errors and improve patient safety.
  • Learning Curve: Staff may require time and training to adapt to new technology, potentially affecting productivity during the transition phase.
  • Data Security Concerns: EHRs are vulnerable to data breaches and cybersecurity threats, requiring robust security measures and ongoing vigilance.

Key Features

  • Claims Processing: Automatically verify insurance and sweep claims, scrubbing them of any mistakes or coding errors, which often lead to denials or delayed reimbursement. This speeds up the process of submitting claims while helping improve first-time acceptance rates.  
  • Claims Reconciliation: Automate claims tracking throughout the reimbursement cycle. Monitor and convert EOB information into 835 remittance files to reduce errors and time spent reconciling claims. 
  • Rejection Prevention: Apply coding edits to insurance claims prior to submission. Receive error messages to identify rejections before they happen, reducing claims rejections. 
  • Eligibility Checks: Directly connect to insurance providers for real-time validation of patient eligibility. Integrate with practice management systems to seamlessly update patient insurance information. 
  • Patient Responsibility Estimation: Generate patient cost estimates in real time to improve client satisfaction and likelihood of payment. 
  • Prior Authorization: Automatically send prior authorization requests for treatment to patient insurance providers. Communicate with payers and track authorization requests within the provider portal. 
  • Patient Payments: Provide patients with a selection of payment options, including credit card processing, a payment portal and text-to-pay processing, to improve patient experiences. 
  • Denials Management: Receive claims denial notifications, along with causes and potential for appeal. Monitor error, edit and payer trends to reduce future denials. 
  • Contract Management: Audit payments against contractual agreements with payers. Automatically generate documents and track efforts to dispute underpaid obligations. 
  • RCM and Coding Services: Outsource revenue cycle management and coding processes, such as billing, patient statements, registration and insurance claims coding, to focus more on patient care and less on administrative tasks. 
  • Credentialing: Check and manage employee credentials against payer requirements to ensure maximum reimbursement. Store employee documentation to remain up-to-date on expired credentials. 
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Why We Picked Quickbase

Quickbase is a user-friendly platform suited to help businesses optimize project management with custom applications, workflow automation and data-driven insights. Its no-code structure and intuitive interfaces to develop applications and reports quickly, even with minimal coding experience, are often mentioned by users.

Users can centralize data from multiple sources and access advanced data insights on key project metrics to improve decision-making, save time and optimize resource allocation. Extensive customization options are another reviewer favorite, enabling users to build solutions tailored to their specific needs.

Integration with third-party applications adds to Quickbase's appeal by enhancing productivity and streamlining operations. Additionally, reviewers consistently highlight the abundance of training resources and documentation available, including guides, video courses and a supportive user community.

Despite high customization and ease-of-use, reviewers note a learning curve to optimize adoption and performance. Quickbase’s “reads”-based cost structures are also a barrier for smaller businesses with limited budgets.

Overall, Quickbase is an excellent option for businesses who require extensive customization to optimize their project management, offering ease-of-use with data accessibility and custom apps for task management.

Pros & Cons

  • Ease of Use: Use a no- or low-code structure to easily input and access data. Speed up application development and report creation with easy navigation and intuitive interfaces.
  • Workflow Automation: Streamline processes and task management using workflow emails, notifications and live data views through charts and graphs.
  • Customization: Build customized applications for unique business processes using AI, pre-built templates and no code software. Access custom portals for teams and clients, define personalized user roles and permissions and utilize dynamic dashboards.
  • Data Accessibility and Data Analysis: Eliminate date silos by consolidating information from multiple sources into a centralized view. Generate custom reports to visualize data intuitively, track key metrics, and identify trends and patterns.
  • Integration: Enhance productivity and streamline operations by integrating with third-party applications and using API access to build custom extensions.
  • Training Resources and Documentation: Access training resources and documentation in the form of guides, video courses, certifications, online help and a strong user community to help users learn the intricacies of the solution.
  • Learning Curve: New users may face a steep learning curve and adoption can be challenging for those unfamiliar with programming principles.
  • Cost: The pricing can be a barrier for some organizations, especially smaller ones or those with limited budgets.

Key Features

  • No-Code Builder: Create custom project management applications with minimal coding experience. Use AI, drag-and-drop tools and pre-built templates to design custom applications for your team's needs and workflows.
  • Integrations: Use pre-built integration channels to unify existing business systems, data sources and workflows with third-party tools. Eliminate manual data entry and ensure all project information is centralized and up-to-date using APIs to develop custom extensions.
  • Automated Workflows: Use automation features to streamline repetitive tasks and processes within your projects. Set up automated triggers and actions based on specific events, such as sending notifications when a task is completed or automatically generating reports when deadlines approach.
  • Dashboards: Use interactive dashboards to gain a real-time, centralized view of all your projects. View key project metrics, resource allocation, task statuses and overall progress to identify potential issues early on and make informed decisions to keep projects on track. Filter, group, modify and search dashboards to improve project analysis. Design highly personalized, role-based dashboards with simple drag-and-drop functionality.
  • Mobile Apps: Build and access mobile-ready applications, monitor projects securely and remotely, and view mobile dashboards.
  • Customizable Reporting: Create custom reports and dynamic dashboards tailored to your specific needs. Analyze project performance, identify trends and make data-driven decisions by intuitively visualizing project data using charts, graphs and tables.
  • Role-Based Security: Improve data security and access control with role-based permission to ensure only authorized personnel can view or modify sensitive project information. Define user roles and assign specific access levels to different team members based on their needs.
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Why We Picked TherapyNotes

Stepping into the bustling world of mental health practice management software, TherapyNotes emerges as a prominent contender, lauded for its user-friendly interface and comprehensive features. Feedback from users over the past year paints a picture of a platform that streamlines administrative tasks, allowing practitioners to dedicate more time and energy to their clients. The software's scheduling tools, billing features, and secure communication channels have received consistent praise for their ease of use and effectiveness in optimizing workflows.

While TherapyNotes shines in its core functionalities, some users have noted the absence of a reporting dashboard and limited third-party integrations as areas for potential improvement. However, the software's strengths in facilitating efficient scheduling, secure client communication, and streamlined billing processes appear to outweigh these limitations for many users. The platform's emphasis on ease of use and affordability further distinguishes it from competitors, making it an attractive option for solo practitioners and small to medium-sized practices seeking a comprehensive yet cost-effective solution.

TherapyNotes appears to be an ideal fit for mental health professionals who prioritize a user-friendly experience and value a robust set of features that address the essential aspects of practice management. Its intuitive design and focus on core functionalities make it particularly well-suited for those who prefer a streamlined approach to managing their practice, allowing them to focus on what matters most—providing quality care to their clients.

Pros & Cons

  • Streamlined Notes: The platform offers multiple note templates, which can be customized to fit individual workflows and preferences. This feature can save clinicians time and effort when documenting sessions.
  • Integrated Billing: TherapyNotes includes features for managing billing tasks, such as generating invoices and processing payments. This can simplify the billing process for mental health professionals.
  • Appointment Scheduling: Users can manage their schedules and appointments directly within the platform. Clients can also request appointments online, which can streamline the scheduling process.
  • Client Portal: TherapyNotes provides a secure client portal where clients can access their records, schedule appointments, and communicate with their therapists. This can improve communication and engagement between therapists and clients.
  • Telehealth Capabilities: The platform offers telehealth features, allowing therapists to conduct virtual sessions with clients. This can be a convenient option for clients who are unable to attend in-person appointments.
  • Limited Customization: Users have expressed frustration with the lack of flexibility in tailoring the platform to their specific workflows and preferences. For example, customizing intake forms or treatment plans to align with unique practice needs can be challenging.
  • Billing Challenges: Several users have reported encountering difficulties and a learning curve associated with the billing features, particularly electronic claim submission and managing insurance reimbursements.
  • Customer Support Concerns: Some users have shared feedback regarding occasional delays or challenges in obtaining timely and effective assistance from TherapyNotes customer support, especially during peak hours or with complex technical issues.

Key Features

  • Calendar: Schedule one-time or recurring appointments, access appointment-related notes and send automated reminders to patients. Organize the calendar according to clinicians, specific clients or certain practice locations. Offers a personal to-do list with treatment plans, notes, administrative documents and more. 
  • Electronic Records: Enables quick documentation and notes with speech-to-text software, built-in templates and searchable diagnosis codes. Also gives physicians immediate access to patient records and notes. 
  • Billing: Handles every step of the billing process, including insurance eligibility verification, claim submission and payments. Claims can be automatically swept of any mistakes or coding errors. Supports generating superbills with all necessary information for prompt reimbursement. 
  • Credit Card Processing: Deposit funds automatically to a bank account with the integrated payment processing system. Keeps cards on file for any missed appointment fees or future transactions. 
  • Client Portal: Patients can manage appointments themselves using TherapyPortal on their mobile device. Physicians can communicate with their clients remotely by exchanging messages, video chatting, adding notes and more. Includes configuration of color scheme, logo and welcome message. 
  • Telehealth: Physicians can meet clients online for convenient video sessions. Sessions are encrypted and integrated into TherapyNotes and the patient portal. 
  • Scheduling: Schedule appointments and manage tasks on the to-do list for higher efficiency by connecting the to-do list to records, notes and billing. With quick appointment scheduling, it also allows customization of the calendar view and mobile calendar sync. 
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Why We Picked CareLogic

CareLogic is a user-friendly behavioral health and human service EHR platform that enables customers to operate efficiently, connect strategically and make data-driven decisions. It is a highly configurable and customizable system that can fulfill company-specific requirements and use-cases. Its seamless navigation capabilities can elevate customer experience, but it does not provide intuitive reports to the users. Many reviewers have noted that its ticketing system can be annoying, and responses are difficult to understand. Also, the slow updates and frequent freezing issue can hinder overall performance.

Pros & Cons

  • Ease of Use: It is easy to use and understand the software, as noted by 92% of the reviewers who mention ease of use.
  • Customize: Its forms and features can be customized according to any use case, as observed by over 72% of reviewers specifying customization.
  • Navigate: It is easy to navigate through various tools and options, as stated by 85% of the users referring to navigation.
  • Configure: The system is highly configurable, as observed by around 73% of the reviewers who specify configuration.
  • Reporting: It has a limited canned reporting feature, as noted by 74% of reviewers who mention reporting.
  • Updates: All the users who refer to updates note that it takes time to roll out new updates.
  • Tickets: Its ticketing system isn’t responsive and can be difficult to comprehend, as stated by 58% of the reviewers specifying tickets.
  • Freeze: All the users mentioning performance report that it freezes frequently, affecting user performance.

Key Features

  • Performance Dashboards: Share real-time insights across teams to identify areas of improvement and boost productivity. 
  • Custom Forms: Supports customized workflows to collect organization-specific documentation. 
  • Interdisciplinary Treatment Plan: Improves staff productivity using a streamlined, highly flexible treatment plan workflow. 
  • Outcomes Management:  Supports better client outcomes with integrated, comprehensive screening, assessment and outcome instruments. 
  • Clinical Quality Measures Reporting: It provides CQM dashboards and reports to drive improvements in care and outcomes. 
  • E-Prescribing: Prescriptions can be managed online, thus addressing patient safety concerns and reducing potential errors. 
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Why We Picked ICANotes

ICANotes is a robust solution for health practices. Users like the templates they provide as they are easy to get through. Documenting assessments and clinical notes is easy and makes compliance seamless. Users do not like the interface as it is hard to create individual notes, and the yellow background is not very pleasing to the eye. It also signs out when users lose internet connection. The support team is helpful in all areas like sales, technical support and training. Users were disappointed that it does not have telehealth support.

Pros & Cons

  • User Friendly: The system is intuitive and accessible, as noted by approximately 72% of users who mentioned its usability.
  • Customization: Almost 100% of the users who mentioned its customizability state that modules can be adjusted according to their needs.
  • Support: Support for the system is prompt, and the team is very helpful with resolving issues that arise, as stated by nearly 87% of the users who mention the support offered.
  • Interface: Nearly 70% of the users who mention its interface say that it is dated and not easy to navigate.
  • Learning Curve: It has a steep learning curve, as mentioned by 85% of the users who mention its learning curve.

Key Features

  • Deploy Anywhere: Deploy on the cloud, with minimal hardware requirements. Has a mobile application for taking notes within a clinical setting. 
  • Stage Two Meaningful Use: Certified to meet stage two meaningful use standards, meaning users can take advantage of incentive programs.  
  • Pre-Formatted Clinical Notes: Handles notes for a variety of behavioral health professions, such as psychiatry, clinical-social work, family therapy, group therapy, therapy and mental health record taking with its robust note-taking features. 
  • Robust Integrations: Integrates with other providers and labs to share notes, lab results, charges, patient data, appointments and more — all across different software systems. 
  • E-Prescribing: Useful for psychiatrists and other prescribers. E-Prescribing lets clinicians send medications to pharmacies and manage and digitally update dosages, amounts or instructions with the software’s medication management features. Equipped with a robust database of drug side effects, interactions and other support tools to prevent adverse side effects. 
  • Automatic Coding: Uses HCFA Guidelines to automatically evaluate and code a patient’s entire treatment journey. Handles coding for psychiatry, therapy, group therapy and more, ensuring the use of E/M reimbursement codes and preventing expensive back charges.
  • Enhanced Security: Helps users stay HIPAA compliant. Utilizes advanced entry point protection, full encryption (for both sending and receiving documentation and data), access logs, custom alerting, note privacy, record destruction prevention and access levels to make sure both patient and user data are secure and regulation compliant.  
  • ONC-Certified: ONC-Certified and ready to meet any standard. ONC-ATLs, organizations working with The Office of the National Coordinator for Health Information Technology test and certify electronic health record (EHR) systems. 
  • 75+ Assessment Tools: Gives clinicians access to over 75 rating and assessment tools, meaning patients get better results, administrators can accurately bill and clinicians can better treat.
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Why We Picked RXNT

RXNT is an integrated medical software solution offering Electronic Health Records (EHR) with e-prescription and patient engagement support. The cloud-based platform allows users to use and manage the application from anywhere at any time. It offers a user-friendly interface for easy use, management and customization. Reviewers pointed out that sometimes the system would duplicate the patient's information, making the patient have two profiles that lead to confusion and inconvenience. There are instances where the server lags during peak hours and tends to be slow and glitchy. Overall, they provide responsive and helpful support staff who follow up to ensure that problems are fixed before closing the ticket.

Pros & Cons

  • User-Friendly: Provides a user-friendly interface with color codes that is easy to use and implement as noted by all reviewers who mentioned ease of use.
  • Customer Support: Approximately 89% of users who referred to customer support indicated that support teams are responsive, helpful and would follow-up to ensure that problems are resolved before a ticket is closed.
  • Remote Access: All users who talked about the application liked its ability to RX meds and manage prescriptions from anywhere.
  • Duplicate Profiles: All users who specified duplication said that sometimes it duplicates patient information, giving them two profiles.
  • Program Performance: The system tends to be laggy and glitchy at times, as observed by all reviewers who referred to program performance.
  • Search: Requires multiple trials of keywords and scrolling for the search bar to locate what a user is looking for, as observed by 62% of users who mentioned search.

Key Features

  • Get Paid Faster:  Claim scrubbing, claim alerts, tracking and automatic secondary claim submissions improve financial performance and promote faster reimbursement. 
  • Increase Revenue:  End-to-end claim tracking reduces time taken in accounts receivables and is integrated with your workflow. 
  • Reduce Claim Denials:  Identify and resolve causes of denied claims to accelerate payment and improve cash flow. 
  • Prevent Billing Errors:  The software has built-in claim scrubbing that detects and eliminates errors in billing codes, thus reducing the number of denied or rejected claims. 
  • Customizable Reports:  The custom medical billing system makes displaying and analyzing data simple. The reports are comprehensive, configurable and easy to edit. 
  • Boost Efficiency:  It supports integrated real-time eligibility checks, claim status verification and alerts. Electronic remittance advice (ERA) and resource and patient scheduling with reminders make front and back office administration easy 
  • Better Manage Controlled Substances:  Its e-prescribing solution is EPCS-certified by the DEA. With real-time access to patient medical history, healthcare providers get up-to-date information about previously prescribed medications. 

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Buyer's Guide

Patient Portal Software Is All About Streamlining Communication With Patients Online 

Patient Portal Software BG Intro

In today’s well-connected world, health care institutions are adopting patient portal software to improve communication with patients. Through these solutions, clinicians enable patients to access medical records and lab reports securely from the comfort of their homes. With the proliferation of mobile phones and internet connectivity, patients want online access to medical prescriptions and files.

They help patients not only access files but also communicate directly with physicians. This boosts the physician-patient relationship and allows clinics to improve care delivery. As you are looking to buy a patient portal solution for your practice, we’ve come up with this buyer’s guide to provide all the necessary information that will help you make an informed decision.

Executive Summary

  • Make a list of questions for vendors to get a clear idea about hidden service costs.
  • Keep your budget, the number of users and its impact on business in mind while implementing patient portal software.
  • Patient portal software provides users with features such as medical record access, digital paperwork and more.
  • It offers a way for patients to access medical records quickly and securely.
What This Guide Covers:

What Is Patient Portal Software?

Patient portals provide users access to medical data securely. They offer appointment scheduling, medical billing, digitized paperwork, patient scheduling and other modules. Further, they boost patient engagement as patients can access their health reports and data 24/7 without visiting the clinic. A secure messaging feature connects patients with health care providers directly, which accelerates decision-making exponentially and provides better outcomes.

In today’s day and age, patient portals are necessary across clinics. Health care providers are scoping the market for efficient patient portals to increase patient engagement and automate time-consuming tasks. Further, the Health Information Technology for Economic and Clinical Health (HITECH) Act of 2009 has initiated a financial incentive for clinics using patient portals, which has led to a rise in the solution’s adoption.

Primary Benefits

Patient Portal Software Benefits

The benefits of a patient portal are undeniable in today’s health care landscape. Providing patients easy access to their health data is one of the chief services clinics look to offer. It can also be an important factor in determining how your practice stands apart from the competition. Therefore, prior to the purchase, educate yourself about the benefits your clinic will get from patient portal software.

Streamline Workflows

Speed up processes by leveraging the patient portal for messaging and receiving information quickly and securely. Free up time for yourself and the staff to focus on primary care delivery and pressing concerns. This will provide extra time for the team and increase their satisfaction.

Increase Patient Engagement

Keep patients actively engaged in their health care journey with the patient portal. Allow them to set up strong relationships with their physicians and take control of their health decisions. They can message physicians directly, increasing satisfaction and retention.

Focus on Care Delivery

Lack of direct and easy access to patient medical data is a major bottleneck that patient portals eliminate. Rather than giving time to update patient charts and invoices, clinicians can allocate their entire time to ensuring patient satisfaction. It also helps in boosting telemedicine and educating patients about its benefits.

Boost Revenue

Better communication and access to medical files increase patient satisfaction which will help you grow your business exponentially. This online messaging and information sharing will also help control costs and keep clinicians engaged in improving the patient experience.

Key Features & Functionality

Digital Medical Records

Allow patients to access lab reports, medications, allergy information and past prescriptions without delay. Enable online reports that are sent directly to the portal where patients can receive them. This will allow patients to use the software more often.

Patient Scheduling

Patient portals show available appointment slots. Patients can book appointments by choosing from the available time slots according to their will. As soon as they book an appointment, it sends a notification to the patient’s phone with the time and details.

Medical Billing & Online Payments

With electronic invoice generation, clinics are reducing payment times. It also helps them save both their and their patients’ time by eliminating long queues. Patients can make easy payments with credit cards through the portal from the comfort of their homes.

E-Prescribing

Patients can ask for medication refills and prescription renewals through the portal. Provide online forms that patients need to fill out to request a renewal. Clinical staff can go through forms, verify details and approve requests.

Secure Messaging

Enable messaging with patients and allow them to connect with doctors through the portal. It allows patients to actively participate in their care plans and change parameters by directly communicating with care providers.

Online Patient Registration

Enable patients to register themselves on the portal. This reduces the manual registration burden on staff’s shoulders. Patients can fill out online registration forms, and an automated email will notify them of the registration status.

Digital Paperwork

Eliminate the burden of filling out long patient registration forms at the clinic. Digitized data allows patients to fill out forms online and reduce the time taken in manual processes. This accelerates appointment spans and helps physicians see more patients in a day.

Software Comparison Strategy

Below are some steps that you can follow to ensure proper software comparison and tick off the essential parameters.

  • It is needless to say that software belonging to the same category differs from one another. We advise you to perform meticulous research about how the solution will mitigate your specific challenges and help scale up the business.
  • Another critical aspect of software comparison is approaching subject-matter experts for their opinion and insights. You can also go to clinics that have been using patient portals for a considerable period to see what they like and dislike about their platforms.
  • Carefully scope your practice and shortlist the software that is best suited for your nature of operations.
  • Identify the challenges in your present system and architecture. Formulate a plan to go through each patient portal software and highlight the features you require most.

Execute an in-depth comparison of benefits, features and licensing costs. Ask for demos to test the solution in real-world scenarios.

Cost & Pricing Considerations

Purchasing new software is a big step up for any medical practice. The pricing of a solution goes up and down with market trends and other factors. According to a study published by Market Research Future, the patient portal market is estimated to grow at a CAGR of 15.6% to reach $7.64 billion by 2027.

Patient Portal Software Market Estimated Growth

With market growth, several factors come into play that determines software pricing. Although pinpointing all of them is impossible, we can look at some of the primary reasons that influence the pricing.

It is essential to know the deployment model best suited for you. While on-premise systems provide better security and keep data centralized, cloud solutions offer flexibility and subscription-based payment schemes.

Another aspect that you must consider is the features you require. While most patient portal systems offer billing and scheduling functionality, additional features such as e-prescribing may cost you extra. Go through all the vendors and products before deciding.

It is advisable to look for the solution best suited to your problems. When it comes to software purchases, costly doesn't necessarily mean better.

The Most Popular Patient Portal Software

We have discussed the patient portal's features, benefits and cost considerations until this point. Now it's time to take a look at the solutions creating a buzz on the market. Let's get on with it.

Optum

A cloud-based medical solution, Optum caters to health care clinics of all sizes. It provides a personalized experience to each patient and connects them to doctors across the care continuum. It takes care of all patient's requirements, from prescription refills to finding the best price range for medicines.

Optum

Optum provides a holistic view of patients’ medical histories and vital readings to clinicians.

WebPT

With features such as scheduling, billing and more, WebPT caters to outpatient and occupational therapy clinics. It handles every aspect of clinical operations, from delivering better patient outcomes to processing reimbursements. It also has a flexible architecture that allows it to grow with your organization.

WebPT

WebPT EMR shows patients’ details and upcoming appointments on the dashboard.

athenahealth

A medical software, athenahealth takes care of clinical operations as well as the business side. The suite of tools provides all the necessary channels to boost business outcomes. It allows clinics to offer online services and attract more customers with time.

athenahealth

athenaheallth allows clinics to automate payment processes efficiently.

 

 

Questions to Ask

Patient Portal Software Key Questions To Ask

Be it a patient portal or any other software, asking internal questions to know the gaps in the present infrastructure is a must. To purchase the right software, you must align with all the challenges that exist within your facility. After listing all of the gaps, you can decide on the type of solution you require. We've listed some questions that'll help you get started.

Before taking the final call, there are specific questions that you must get answers to on an internal level.

Take a look at the following questions to understand what you need to ask yourself:

  • What is the size of my clinic (big, medium or small)?
  • How many users require access to the system at a time?
  • Do I have a sufficient budget to buy the software I need?
  • What kind of deployment do I need?
  • Will my existing system integrate with the new software seamlessly?

After internal questions come asking questions to vendors about the software. Often, buyers skip this part and end up with a faulty product. Ensure that you list queries and questions for the vendors about hidden service costs, their experience and demo policies. Here are some questions that will help you strike a conversation with them.

  • What is the timing of your customer care? Are they available 24/7?
  • Do you have any prior experience in our niche?
  • Can you tell me how often the solution will get updates?
  • Does the software have a user-friendly interface?
  • Do you provide in-person or web training?

In Conclusion

Selecting patient portal software for your clinic can be a daunting task. A patient portal is essential in today's well-connected world to stay in touch with patients 24/7 and dramatically impact a clinic's business opportunities. While selecting a patient portal software, you must keep in mind the cost and features consideration as mentioned above.

We've penned down this buyer's guide after doing meticulous research to make you aware of the potential pitfalls of landing the perfect solution for your clinic. This will give you an idea of the market condition and the factors you require to keep in mind while making the purchase.

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Technical Content Writer
As a technical writer and market analyst at SelectHub, Samikshan creates content for construction takeoff, medical EMR, EHR and ambulatory niches. He is a bibliophile and an ardent football fan with an unquenchable thirst for adventure. Outside business hours, one can find him on the football pitch or in his room, listening to metal music and patting his cat, Newton.
Edited By Ryan McElroy
Content Editor
Ryan McElroy is a Content Editor and Senior Market Analyst at SelectHub who writes and edits content on various software types, along with their broader concepts and the industries they serve, including medical, construction, CMMS, supply chain management and legal. He studied at the University of Missouri (Mizzou) and earned his BA in Journalism in 2016. During his free time, you’ll find Ryan playing video/card/board games, sipping coffee and reading speculative fiction, or listening to music his loved ones often describe as “headache-inducing.”