Best Patient Engagement & Experience Software (2026)

OmniMD is an EHR, practice management, medical billing and revenue cycle management platform for independent practices, specialty groups and billing organizations. Its RCM software covers eligibility and prior authorization automation, claims scrubbing, coding support, denial management and patient payments, and AI modules add a front-desk assistant, ambient scribe and coding suggestions.

eClinicalWorks is a cloud-based ambulatory EHR and practice management platform used by more than 180,000 physicians and nurse practitioners. It bundles clinical documentation, ePrescribing, a patient portal, and healow telehealth and patient engagement tools. Sunoh.ai adds an AI medical scribe, and a percentage-based RCM service is offered.

DrChrono is a cloud-based EHR, practice management, and medical billing platform with native iPad and iPhone apps, now branded 'DrChrono by EverHealth.' It combines charting with speech-to-text, scheduling, eligibility checks, claims management, telehealth, and the OnPatient patient portal for practices ranging from solo providers to multi-location clinics.

VSee is a telehealth platform that ranges from a free plan for solo clinicians to white-label enterprise deployments. Paid tiers add waiting rooms, scheduling, intake and payments, with e-prescribing and EPCS as an add-on; billing, claims and RPM are on the Enterprise tier. It supports connected exam devices such as stethoscopes and otoscopes, and holds a FedRAMP High ATO.

Tebra is a cloud-based practice management and EHR platform for independent private practices, formed from the Kareo and PatientPop family. It combines scheduling, billing and claims, clinical charting, telehealth, patient engagement and practice marketing in one system, licensed per prescribing provider with non-clinical staff included.

Benji is an EMR with built-in CRM and revenue cycle management tools for behavioral health providers, including treatment facilities, outpatient programs, behavioral health clinics and MAT clinics. Developed by behavioral health billing firm Hansei Solutions, it links intake, clinical documentation and billing in one system so that charting aligns with payor requirements.

Elation Health is a cloud-based EHR built for primary care, including independent practices, direct primary care, and value-based care groups. It offers charting, ePrescribing, a patient portal (Patient Passport), and optional EHR + Billing bundles, with Note Assist AI scribing (10 notes per provider per month included) and a telehealth add-on. Per-provider pricing is published.

ICANotes is a cloud-based EHR built for behavioral health, used by psychiatrists, psychologists, therapists, social workers and psychiatric nurse practitioners. It pairs menu-driven note and treatment plan templates and AI documentation tools with scheduling, billing, e-prescribing including controlled substances, telehealth and a patient portal, and is sold per clinician per month.

Valant is a cloud-based EHR and practice management platform built for outpatient behavioral health, used by psychiatry and therapy practices from solo clinicians to multi-practice organizations. It covers documentation with AI Notes Assist, measurement-based care, group therapy, IOP and PHP programs, e-prescribing with EPCS, scheduling, billing with an integrated clearinghouse, a patient portal and telehealth.

DocVilla is a cloud-based EHR and practice management system for solo and small practices, cash-based and Direct Primary Care clinics, and nurse practitioners. It combines SOAP charting, Surescripts-certified e-prescribing with EPCS, telehealth, scheduling, a patient portal, eligibility checks and claim filing. Published per-provider plans start at $100 per month.

Cheers is Epic's customer relationship management application, built into the Epic EHR rather than connected to it. Hospitals and health systems on Epic use it for care-gap and new-patient outreach, email and text campaigns, and contact center work on the same patient record. It is only available to organizations that run Epic, and pricing is not published.

Kipu Health is a software platform for behavioral health treatment organizations, including substance use disorder, mental health, eating disorder and medication-assisted treatment programs. It combines an EMR with CRM for admissions and referrals, revenue cycle management, compliance management for state, Joint Commission and CARF requirements, and AI documentation tools on one patient record.

TherapyNotes is a web-based EHR and practice management system for behavioral health clinicians, including psychologists, therapists, counselors, social workers and psychiatrists, from solo practitioners to group practices. It combines behavioral health note templates, scheduling, insurance billing, a client portal and built-in telehealth, with e-prescribing available as an add-on.

NextGen Healthcare sells ambulatory EHR, practice management, and revenue cycle software in two editions: NextGen Office for practices under 10 providers and NextGen Enterprise for larger groups. It supports 40+ specialties with 2,000+ clinical templates and includes ambient AI documentation, virtual visits, a patient portal, and Mirth interoperability tools.

Epic is the electronic health record used by many of the largest U.S. health systems and academic medical centers. It covers inpatient and outpatient documentation, orders, scheduling, billing and the MyChart patient portal. Independent practices usually get Epic through a local health system's Community Connect program rather than buying it directly.

Practice Fusion is a cloud-based, ONC-certified EHR for independent ambulatory practices, owned by Veradigm. It covers charting with customizable templates, e-prescribing including EPCS, lab and imaging orders, scheduling, a patient portal and billing integrations, and suits small practices that want a simple browser-based EHR.

athenaOne from athenahealth is a cloud-based EHR, practice management and revenue cycle platform for ambulatory practices. It combines clinical documentation, scheduling, billing and claims management, a patient portal and mobile app, telehealth and automated patient outreach, with payer rules and updates delivered centrally to every customer.

CharmHealth (Charm EHR) is a cloud-based EHR, practice management and billing platform for ambulatory practices, from independent clinics to larger groups. It includes e-prescribing, lab integrations, a patient portal, telehealth and the CharmCopilot AI assistant, and it is priced by encounter volume rather than per provider, with a free tier.

PracticeSuite is cloud-based medical office software for independent and multi-location practices and medical billing companies. It combines practice management and scheduling with an ONC-certified EHR, billing and revenue cycle tools, patient engagement, telehealth, the RingAI call manager and an ambient listening scribe, with optional credentialing and outsourced billing services.

SimplePractice is a cloud-based EHR and practice management platform for health and wellness practitioners, primarily therapists and other mental health clinicians, plus SLPs, OTs, and psychiatric prescribers. It combines scheduling, documentation templates, billing and insurance tools, telehealth, and a client portal, with published monthly plans starting at $49.

Office Ally is a healthcare clearinghouse and practice software vendor whose Practice Mate practice management system is offered at $0, with transaction fees for some services. It pairs scheduling and billing with the Service Center all-payer claims portal and an optional EHR 24/7 module, and is aimed at small and mid-size practices.

HENO is an all-in-one web platform for outpatient physical therapy clinics, created by physical therapist and clinic owner Katie Hohman and software engineer Jeff Hohman. It combines a PT, OT and SLP EMR with an AI scribe, scheduling, billing with an integrated clearinghouse, patient texting including one-click waitlist messaging, reminders and marketing tools.

blueBriX Behavioral Health EHR is designed for behavioral health organizations of all sizes. The platform focuses on whole-person care, compliance, and workflow flexibility. It aims to reduce administrative burden and improve patient outcomes through configurable tools.

AdvancedMD is a cloud-based EHR, practice management and medical billing suite for independent practices and billing companies. Practices can buy the modules together or separately, with published per-provider price ranges by specialty, and it includes telehealth, a patient portal, an AI clinical assistant add-on and optional managed billing services.

PtEverywhere is cloud-based EMR and practice management software for physical therapy clinics, including hybrid cash and insurance practices. It combines online booking with POS payments, waitlists and packages, PT documentation with an AI scribe, insurance and cash billing, home exercise programs, with telehealth, SMS and fax on the Pro plan. Plans include one therapist, with additional therapist seats priced per month.