Our Partners — Trusted Tools for Your Practice

Cloud-based EHR and practice management platform popular with behavioral health, allied health, and wellness providers. Handles scheduling, clinical documentation, billing, telehealt...

All-in-one EHR, practice management, billing, and patient engagement platform formed from the 2021 merger of Kareo and PatientPop. Serves 140,000+ healthcare providers across indepen...

Cloud-based EHR and practice management system designed for small to mid-size independent practices. Includes scheduling, charting, billing, telehealth, and patient engagement. Start...

EHR software with strong iPad and mobile support. Covers scheduling, clinical documentation, billing, patient management, and telehealth. Built for practices that want flexibility ac...

Leading EHR platform used by 150,000+ physicians across 40+ specialties. Includes electronic health records, practice management, patient engagement, and revenue cycle management too...

Cloud-based EHR and revenue cycle platform consistently rated Best in KLAS for independent practices. athenaOne combines EHR, practice management, billing, patient engagement, and po...

Clinical-first EHR built for primary care and independent practices. Ranked Best in KLAS for small practice ambulatory EHR/PM (1-10 physicians) for 2026. Purpose-built for DPC and co...

Ambulatory EHR platform built for specialty and multi-provider practices. Offers national interoperability, clinical decision support, and billing tools. Strong for mid-size specialt...

Cloud-based EHR and practice management platform with over 130 million prescriptions processed. Features Ambient IQ, an AI-powered medical scribe that reduces documentation time by u...

End-to-end revenue cycle management platform with AI-driven claims processing, denial prevention, and patient payment tools. Integrates with most major EHR systems. Widely used by in...

Cloud-based health information network for real-time eligibility verification, claims submission, status tracking, and payer transactions. Free basic tier for eligibility checks; wid...

Free web-based clearinghouse for claims submission, eligibility verification, and ERA processing. One of the most widely adopted tools by small independent practices due to its zero-...

Affordable medical billing clearinghouse with per-claim pricing ($0.10-$0.25/claim). Supports ERA posting, eligibility, and claim status. Well-suited to smaller practices looking to...

Modern provider credentialing and payer enrollment platform with automation that shortens onboarding timelines. Integrates with Elation Health and athenahealth. Offers a Slack-like i...

Cloud-based credentials management system for tracking licenses, certifications, expirations, and credentialing workflows. Popular with practices, staffing agencies, and multi-provid...

Credentialing platform that combines provider credentialing with compliance learning management. Includes one-click renewals, CV builders, and a single dashboard covering licensure,...

Online provider credentialing and payer enrollment service for independent practices. Handles CAQH setup, primary source verification, and enrollment tracking. Lower cost than full-s...

HIPAA compliance software with guided compliance programs, risk assessments, policy management, BAA tracking, and the HIPAA Seal of Compliance. Designed specifically for healthcare p...

HIPAA compliance training and cybersecurity platform for healthcare organizations. Includes risk assessments, employee security awareness training, phishing simulations, and policy d...

Enterprise-grade endpoint security protecting medical practice networks from ransomware, malware, and phishing. Includes data encryption, advanced threat detection, and HIPAA-relevan...

HIPAA/HITECH/PCI-compliant endpoint security for healthcare practices. Covers workstation protection, encryption, and threat monitoring. Lighter resource footprint than some competit...

Business password manager with HIPAA-supporting controls including AES-256 encryption, audit logs, team vaults, and SSO integration. Helps practices enforce strong credential hygiene...

Password manager and privileged access management recognized in 2025 Gartner Magic Quadrant for PAM. Offers zero-knowledge encryption, MFA, audit trails, and breach monitoring. Speci...

HIPAA-compliant video conferencing for medical practices. Requires the dedicated Healthcare plan and a signed BAA. Includes virtual waiting rooms, group sessions, and EHR integration...

Browser-based telehealth platform requiring no patient downloads. Free tier available for solo providers; paid plans add custom branding, group rooms, and patient queuing. HIPAA-comp...

HIPAA-compliant telehealth platform that performs well in low-bandwidth environments. Clinic edition adds multi-provider support, patient intake, and scheduling features. End-to-end...

HIPAA-compliant video and phone calls for physicians. Key feature: caller ID masking so providers can call patients without revealing their personal numbers. Over 80% of US physician...

HIPAA-compliant unified communications including phone, video, fax, and messaging with EHR integrations for Epic and Cerner. Designed for practice communication as well as telehealth...

All-in-one patient communication platform covering phone, text, online reviews, payments, and scheduling. Integrates directly with major practice management systems. Strong adoption...

Patient engagement platform with automated appointment reminders, recall messaging, two-way texting, surveys, and patient education content. Strong adoption across dental, medical, a...

Online appointment scheduling software with HIPAA compliance on Premium+ plans. Patients self-book directly, with automated reminders and intake form collection. Owned by Squarespace...

Patient experience platform with deep EHR synchronization. Covers online scheduling, automated reminders, digital intake, messaging, and payments. Synchronizer API integrates with 40...

Patient-facing marketplace for finding and booking healthcare appointments. Providers pay a monthly subscription to be listed; patients use Zocdoc to find and self-book appointments....

Full-service payroll, benefits, and HR platform for small practices. Handles automated tax filings, health insurance, workers' comp, onboarding, and time tracking. Pricing starts at...

Enterprise-grade payroll and HR services covering practices of all sizes. Manages payroll, compliance, benefits administration, and time tracking. Better fit for larger practices wit...

Payroll and HR solutions for healthcare practices of all sizes. Features mobile app, PTO management, hiring tools, and compliance support. Good middle-ground between Gusto (SMB) and...

Modern workforce management platform combining payroll, HR, and IT management. Automates onboarding, payroll runs, benefits administration, and employee offboarding. Well-suited for...

The most widely used accounting software for small and mid-size medical practices. Handles income/expense tracking, payroll, invoicing, and financial reporting. Strong ecosystem of b...

Cloud accounting platform with real-time financial dashboards, bank reconciliation, invoicing, and integrations with payroll and practice tools. Popular alternative to QuickBooks. Pr...

Simple cloud accounting for small practices and solo providers. Handles invoicing, expense tracking, time tracking, and financial reporting. Intuitive interface designed for non-acco...

HIPAA-compliant, AICPA/HFMA-endorsed financial management platform for healthcare. Multi-entity support, advanced reporting, and automated AP/AR workflows. Better fit for multi-locat...

Business formation services for medical practices including LLC, corporation, and professional entity setup. Also offers registered agent services, legal documents, ongoing complianc...

LLC and corporation formation with registered agent service, EIN filing, compliance alerts, and operating agreement templates. Affordable pricing tiers starting at $0 + state fee for...

Free LLC formation service (state fees still apply). Includes business setup, registered agent service, compliance tracking, and operating agreement templates. One of the most afford...

Privacy-focused registered agent services, business formation, and ongoing compliance support in all 50 states. Keeps owner's personal address off public records. $125/year registere...

Professional liability (E&O) and general liability insurance for small medical practices. Offers online quotes, flexible coverage, and healthcare-tailored policies. Well-regarded for...

Digital-first business insurance with instant online quotes and certificates of insurance. Covers general liability, professional liability, and workers' comp for medical practices....

Small business loan marketplace matching medical practices with lenders. Compare SBA loans, lines of credit, equipment financing, and term loans from multiple lenders in one applicat...

Specialized small business loans and equipment financing for medical practices. Offers working capital, equipment leasing, and merchant cash advances with fast approvals. Minimum $25...

Small business loans up to $250K and lines of credit for medical practices. Online application with same-day decisions and fast funding. Rates are higher than SBA loans but faster to...

Small business loan marketplace connecting practices with 75+ lenders in one application. Covers SBA loans, term loans, equipment financing, lines of credit, and business credit card...

Payment processing and practice management platform purpose-built for healthcare. Features contactless payments, patient financing (Practice Management Bridge), EHR integrations, and...

Flexible payment infrastructure for practices offering online payments, memberships, and telehealth billing. Supports credit/debit, ACH, and invoicing. Developer-friendly with robust...

HIPAA-compatible payment processing with in-person and online options. Covers invoicing, card-on-file, patient billing, and practice management integrations. Free card reader available.

Payment processing for service businesses including medical practices. Covers recurring billing, online payments, and automated collections for patient balances. Simple setup with no...

Healthcare CRM with marketing automation, patient communication workflows, email campaigns, and analytics. Free CRM tier available. Paid tiers include HIPAA-compliant features for ha...

Email marketing platform for patient newsletters, health tips, and practice communications. HIPAA-compliant options available under Standard/Premium plans with BAA. Free tier for sma...

Email marketing with healthcare-aware features including patient newsletters, appointment reminders, event promotions, and social media integration. From $12/month. Includes HIPAA-co...

Industry-standard e-signature and document management platform with HIPAA-compliant plans. Covers patient consent forms, provider agreements, policy acknowledgments, and credentialin...

Endpoint security and malware protection designed for small businesses and healthcare teams. Covers ransomware, spyware, and phishing threats. Affordable monthly plans starting at $4...

Password manager widely deployed in healthcare. Includes MFA, audit trails, SSO, and policy enforcement. Note: experienced a significant breach in 2022; most security guidance recomm...

Team communication platform for medical practice staff. Channels for clinical teams, administrative functions, and billing. Integrates with 2,400+ healthcare and business tools. HIPA...

Project management and workflow platform for practice operations. Track staff onboarding, credentialing renewals, equipment maintenance, and compliance projects. Visual dashboards an...

The standard productivity suite for most medical practices. Includes Word, Excel, Outlook, and Teams. Microsoft 365 Business plans include HIPAA-compliant options with BAA available....

Cloud productivity suite including Gmail, Google Drive, Docs, Calendar, and Meet. HIPAA BAA available for Business and Enterprise plans. Strong choice for practices that prefer brows...

Office supplies, furniture, cleaning products, and technology for medical practice offices. Business accounts offer bulk ordering, competitive pricing, and delivery.

Website builder with healthcare-specific templates and AI design tools. HIPAA compliance added in 2025 on Business Elite and Enterprise plans only. Good for practices wanting a fast,...

Design-focused website builder with clean templates suited for medical practices. Strong built-in SEO and marketing tools. Note: Squarespace does NOT sign a BAA for the main product...

WordPress (open-source CMS) paired with WP Engine (HIPAA-compliant managed hosting) is the most flexible medical practice website solution. Full control over schema markup, SEO, and...

AI-driven patient reputation management and local marketing platform. Automates Google review requests, manages listings across 150+ directories, includes patient messaging and surve...

Practice management software built specifically for behavioral health providers. Covers scheduling, HIPAA-compliant documentation, insurance billing, and an integrated telehealth mod...

Behavioral health EHR formerly known as TheraNest, rebranded as Ensora Mental Health. Includes customizable note templates, telehealth, billing, and Wiley Treatment Planner integrati...

Most widely used dental practice management software in North America. Covers scheduling, billing, digital charting, imaging integration, insurance claims, and patient communication....

Full-featured dental practice management system by Patterson Dental. Strong clinical charting, imaging integration, and insurance management. On-premise Windows application with 30+...

The only major dental practice management system with genuine open-source software. Practices pay for support (~$169/month as of 2025) and can customize extensively. 12,000+ installs...

Cloud-based dental practice management with modern UI, strong patient engagement features, and no server infrastructure required. Good for DSOs and multi-location dental groups. Nove...

Leading cloud-based EHR and practice management solution purpose-built for optometry. Covers scheduling, clinical documentation, billing, inventory management, and patient engagement...

ONC-certified cloud EHR and practice management system owned by VSP. Seamless VSP claim processing is a major advantage for VSP-heavy practices. Includes scheduling, billing, optical...

AI-powered optometry EHR, practice management, and optical POS covering 4,000+ ophthalmic practices and 16 colleges of optometry. Includes an extensive ocular medical database, autom...

Market-leading cloud EHR built exclusively for physical therapy, occupational therapy, and speech therapy. Includes standardized evaluation and progress note templates, automated flo...

Cloud-based PT, OT, and speech therapy EMR and practice management platform. Reduces daily note time to 1-2 minutes and initial evaluations to under 7 minutes. Integrated scheduling,...

All-in-one cloud EHR and practice management built exclusively for chiropractic practices. Covers scheduling, SOAP notes, billing, patient education, and the Rheo AI assistant that r...

Practice management software with EHR, online booking, charting, and telehealth for multi-disciplinary clinics. Rated 4.8/5 on Capterra from 490+ reviews. Starting at $54/month. HIPA...

Full-featured EHR and practice management system with SOAP notes, insurance billing, automated compliance workflows, and AIScribe. Maintained top rankings for nine consecutive quarte...

AI-powered, specialty-specific EHR platform built by and for practicing dermatologists. Includes image-based charting, in-house dermatopathology billing, cosmetic procedure workflows...

Specialty EHR and practice management platform for dermatology, plastic surgery, and aesthetics. Covers clinical workflows, billing, inventory for cosmetic products, and patient enga...

EHR and practice management system designed exclusively for independent pediatric practices. Features pediatric-specific workflows for immunization tracking, growth charts, well-visi...

Dual-certified pediatric EHR developed and designed by pediatricians. Integrates with state immunization registries, labs, pharmacies, and health information exchanges. Support team...

The leading membership management and billing platform for Direct Primary Care practices. Handles membership enrollment, employer billing, complex plan design, and growth analytics....

Clinical-first EHR purpose-built for DPC workflows. KLAS Best in KLAS 2026 for small practice ambulatory EHR. Integrates with Hint Health for membership billing and Spruce Health for...

Patient communication and care coordination platform for DPC and concierge practices. Covers secure messaging, telemedicine, virtual triage, and asynchronous care -- enabling the hig...

Purpose-built EMR, practice management, and RCM platform designed exclusively for urgent care centers. Features Lightning Charting (notes in under 2 minutes), AI medical scribes, dig...

Cloud-based EHR, CRM, and RCM platform purpose-built for addiction treatment centers and behavioral health organizations. Features ASAM Criteria-aligned documentation, 42 CFR Part 2-...

Behavioral health operations platform with integrated EHR, CRM, and billing for addiction treatment and mental health organizations. Features TravisAI for documentation assistance an...

HIPAA-compliant EHR and CRM for behavioral health and addiction treatment facilities. Covers documentation, scheduling, billing, telehealth, outcome tracking, and e-prescribing. Near...