Is admin work slowing your firm down?
You’re juggling manual billing, chaotic scheduling, and endless administrative tasks instead of focusing on your clients or patients.
Here’s the real problem: this inefficiency costs you time and money, and it keeps your firm from growing to its full potential.
Grand View Research found that 73% of healthcare providers report major inefficiencies from manual workflows. That’s a huge amount of time wasted on tasks that could be automated.
But what if you could fix this? A good system can streamline your firm’s operations and give you back your time.
In this guide, I’ll walk you through the best practice management software. We will review top options to help you find the perfect fit for your firm’s specific needs.
You’ll find solutions that automate billing and scheduling, helping you reduce errors and improve your firm’s overall efficiency.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Tebra → | Healthcare, Legal, Accounting Firms | |
| 2 | Clio → | Legal, Accounting, Healthcare Firms | |
| 3 | Ensora Health → | Mental Health & Therapy Practices | |
| 4 | athenahealth → | Growing Healthcare Practices | |
| 5 | PracticePanther → | Legal Firms |
1. Tebra
Tired of juggling disconnected practice management systems?
Tebra offers an all-in-one EHR+ platform, combining essential tools like billing, scheduling, and patient experience. This means less time spent switching tabs and more focus on your clients.
You can streamline your firm’s operations and tackle common pain points, like clunky software and manual tasks, by integrating everything from charting to communication.
This solution helps you thrive.
Tebra brings your Electronic Health Records (EHR) system to the center of an AI-powered platform, simplifying clinical documentation. With features like AI Note Assist, your notes practically write themselves, helping you regain valuable time.
Additionally, Tebra offers integrated billing and claims management to ensure you get paid faster with less effort. Smart scheduling tools keep your calendar full, while reputation management features help attract new clients and retain existing ones. The result is a unified system that connects care, billing, and scheduling.
Plus, Tebra is HIPAA-compliant by design, ensuring your patient data is secure and protected. They even assist with data migration and staff training, helping you get up and running quickly with minimal disruption to your daily workflows.
Is your practice ready to grow?
Key features:
- Integrated EHR+ Platform: Combines clinical, billing, and patient experience tools into one system, reducing disconnected processes and improving efficiency.
- AI-Powered Automation: Utilizes AI Note Assist for faster charting and automated review replies to reduce administrative burden and human errors.
- Comprehensive Practice Management: Includes online scheduling, digital intake, claims management, and marketing tools to attract, retain, and serve patients better.
Learn more about Tebra features, pricing, & alternatives →
Verdict: Tebra’s integrated, AI-powered platform offers a robust solution for healthcare, legal, and accounting firms seeking the best practice management software. Its focus on streamlining workflows, automating tasks, and providing real-time insights can significantly reduce administrative burdens, improve financial efficiency, and enhance client satisfaction.
2. Clio
Is chaos controlling your firm’s daily operations?
Clio puts you back in control with legal case management software, integrating billing, scheduling, and client communication in one place.
You’ll discover that Clio helps you manage cases, tasks, and payments more efficiently, freeing up your valuable time. This means you can run your firm, not let it run you.
Here’s how you streamline your operations.
Clio’s legal software simplifies your day by consolidating critical functions. You can manage contacts, cases, and tasks with ease, reducing the time spent chasing updates or switching between various tools. This integration helps your team stay aligned and ensures you’re always on top of your workload.
Additionally, Clio offers advanced document automation and court e-filing capabilities, allowing you to streamline your document workflows and reduce manual effort. Plus, with Clio Duo, its built-in secure legal AI, you can quickly find key client and matter details, summarize documents, and focus more on billable work, strengthening client relationships. The result is less stress and more billables, allowing your practice to run on your terms.
Deliver on client expectations.
Key features:
- Legal AI capabilities: Clio Duo, their secure legal AI, helps you find key client and matter details quickly and summarize documents into clear, useful information.
- Comprehensive practice management: Manage cases, tasks, communications, and payments all from one centralized platform, keeping your team aligned and operations smooth.
- Automated billing and payments: Streamline invoicing, automate reminders, and simplify online payments for clients, helping you reclaim cash flow and reduce overdue invoices.
Learn more about Clio features, pricing, & alternatives →
Verdict: Clio is a top choice for best practice management software, offering comprehensive tools for case management, billing, and client communication. Its AI capabilities and robust integrations help legal, accounting, and healthcare firms enhance efficiency and ensure regulatory compliance, trusted by over 150,000 legal professionals worldwide.
3. Ensora Health
Drowning in practice management chaos and endless paperwork?
Ensora Health offers a comprehensive platform to effortlessly manage every aspect of your practice, from billing to scheduling.
This means you can say goodbye to administrative overload and reclaim valuable time for client care.
So, how can you lighten your load?
Ensora Health simplifies documentation, scheduling, and billing, making your practice work in harmony. You’ll find intuitive tools for everything, whether you’re a solo therapist or managing a large organization.
This includes automated insurance and payments, smart scheduling with reminders to reduce no-shows, and customizable notes and forms. Additionally, coming soon is AI-powered note generation to further streamline documentation from telehealth sessions. All these features are designed to save you time and maximize efficiency, ensuring your operations are streamlined and compliant with HIPAA and HITRUST certifications.
The result is a secure, scalable solution that helps you prioritize clients, not paperwork.
Key features:
- Mental Health EHR: Manages all aspects of your mental health practice, offering unified solutions for billing, scheduling, and clinical notes.
- Centralized Billing & Payments: Streamlines revenue cycle management with automated insurance claims, integrated payment processing, and advanced billing automation to minimize denials.
- Telehealth & Client Engagement: Provides HIPAA-compliant telehealth sessions and tools to keep clients connected and informed between appointments, reducing no-shows.
Learn more about Ensora Health features, pricing, & alternatives →
Verdict: Ensora Health provides an all-in-one, secure, and scalable solution, making it suitable as the best practice management software for mental health, ABA, and rehab therapy practices. It simplifies administrative burdens like billing and scheduling, allowing your team to focus on providing excellent patient care.
4. athenahealth
Want simpler healthcare operations?
athenahealth offers athenaOne, an AI-powered, all-in-one healthcare solution to boost your firm’s clinical effectiveness and financial performance.
This integrated platform addresses the challenges of fragmented systems by unifying electronic health records, practice management, and patient engagement. It helps your practice achieve best possible outcomes.
Streamline your firm’s billing.
athenaOne provides robust medical billing and practice management software specifically designed to boost your practice’s efficiency and collections. This means you can collect what you’re owed faster and with less manual work.
Their Electronic Health Record (EHR) solution is connected and tailorable, empowering your clinicians with more complete and specialty-specific patient charts. Additionally, the patient engagement tools offer communication and care functionalities that improve patient relationships, ensuring you stay connected beyond the encounter.
The result? Reduced administrative burden.
Key features:
- AI-powered athenaOne: An all-in-one platform integrating EHR, practice management, and patient engagement to improve clinical effectiveness, patient experience, and financial performance.
- Medical Billing & Practice Management: Software and services designed to boost your efficiency and collections, helping you collect what you’re owed faster and with less manual work.
- Tailorable EHR Solution: A connected Electronic Health Record that empowers your clinicians with more complete records and specialty-specific workflows, supporting a wide range of medical specialties.
Learn more about athenahealth features, pricing, & alternatives →
Verdict: athenahealth’s athenaOne, an AI-powered, all-in-one solution, stands out as a strong contender for best practice management software due to its ability to streamline billing, improve collections by up to 6%, and reduce documentation work, directly addressing administrative burdens and ensuring regulatory adherence for growing firms.
5. PracticePanther
Struggling with administrative burdens and inefficient workflows?
PracticePanther’s all-in-one platform is specifically designed to help legal professionals streamline operations. This means you can get more done in less time.
You can truly automate your firm’s processes, reducing redundant administrative tasks by over 8 hours weekly. This frees up your valuable time for what truly matters: practicing law.
Here’s how to simplify your daily work.
PracticePanther streamlines your firm’s billing and scheduling by centralizing crucial functions. You can easily manage contacts and matters, ensuring a holistic view of your case statuses from one intuitive dashboard. This platform also offers automated client intake forms, simplifying onboarding.
Furthermore, PracticePanther includes a robust ePayments system, helping you get paid 70% faster by accepting credit cards, ACH, or eChecks. You can also track billable time and expenses from any device, turning calendar events into time entries and accurately attributing them to cases with tags. Plus, its trust accounting features help you avoid audits and ensure compliance with industry standards.
Additionally, native eSignature and two-way business texting capabilities simplify client communication and document signing. You can send automated reminders for appointments and payments via email or text, maintaining strong client relationships and always accounting for billable time.
While we’re discussing optimizing your practice, understanding how database monitoring tools work can be equally important for overall system health.
Gain complete control over your practice.
PracticePanther offers comprehensive case, document, and client management, along with secure cloud storage and advanced reporting features. This includes trust accounting compliance and integrated e-payments for faster billing. It’s ideal as the best practice management software for legal firms aiming to boost efficiency and ensure regulatory adherence.
6. SimplePractice
Struggling with administrative tasks in your practice?
SimplePractice offers an integrated telehealth solution, a robust template library, and helpful insurance tools. This means you can easily manage your practice and focus on caring for clients.
Imagine reclaiming hours currently spent on paperwork. This software provides intuitive tools to streamline administrative burdens, helping you improve client care and ultimately manage and grow your practice.
Ready to simplify your operations?
SimplePractice helps you streamline scheduling, billing, and documentation, whether you’re treating clients in-person or virtually. It helps you run your practice with peace of mind.
For example, Speech-Language Pathologists can easily manage calendars, simplify billing, and run engaging in-person and virtual sessions, while Occupational Therapists can streamline their entire workflow. Psychiatrists also benefit from ePrescribe for managing patient medications and securing medical information, along with customizable rate tables and treatment plans for greater flexibility.
With SimplePractice, you can effortlessly handle tasks like managing calendars, simplifying billing, and even conducting virtual sessions securely. This ultimately frees you to deliver excellent client care.
You can truly thrive with less administrative stress.
Speaking of client support, you might find my guide on best self hosted help desk software helpful.
Key features:
- Integrated Telehealth and EHR: Easily manage your practice with secure telehealth capabilities, a comprehensive EHR, and a robust template library for efficient client care.
- Streamlined Billing and Scheduling: Simplify complex administrative tasks such as managing calendars, processing billing, and handling documentation for both in-person and virtual sessions.
- HIPAA-Compliant Security: Ensure the highest level of security for patient information and medical records with HIPAA-compliant software, including ePrescribe for medication management.
Learn more about SimplePractice features, pricing, & alternatives →
Verdict: SimplePractice stands out as the best practice management software for healthcare professionals, offering robust features like integrated telehealth, streamlined billing, and HIPAA-compliant security. Over 225,000 practitioners trust this platform to reduce administrative burdens and enhance client care.
7. Counsol
Struggling with administrative burdens and inefficient practice operations?
Counsol offers a complete online practice management solution to streamline your firm’s billing and scheduling.
This means you can manage your entire practice with personalized efficiency, making it easy to stay organized and secure. You’ll gain a personalized, efficient, and complete system.
Here’s how.
Counsol allows you to offer online sessions and utilize a secure client portal, helping you increase scheduled clients.
You’ll also benefit from automated appointment reminders that significantly reduce no-shows and improve client engagement. This comprehensive platform helps maintain secure client records and facilitates secure messaging, ensuring smooth communication.
Additionally, you get a personal account manager, not a bot, offering invaluable customer support for any questions, further reducing your administrative burden.
Simplify your firm’s daily operations.
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Key features:
- Complete practice management with an online platform that makes organizing, scheduling, and billing your firm’s services straightforward and secure.
- Enhanced client engagement through features like online sessions, appointment reminders, and a secure client portal for seamless communication and increased scheduled clients.
- Dedicated customer support including a personal account manager who offers direct, responsive assistance for all your operational needs, saving you time and mental energy.
Learn more about Counsol features, pricing, & alternatives →
Verdict: Counsol helps busy practice administrators and IT directors reduce administrative burdens and streamline operations. Its secure portal, personalized account managers, and robust features for scheduling and billing make it a top contender for the best practice management software, allowing you to focus on client care.
8. Karbon
Struggling with practice management tool evaluation paralysis?
Karbon can help [streamline your operations], addressing key pain points from managing diverse client needs to ensuring regulatory adherence. This means you can centralize knowledge, track client relationships, and automate low-value tasks.
With Karbon, you gain visibility and control over every job. This helps you know who is working on what, and what’s being communicated to clients, ultimately boosting productivity and reducing administrative burdens.
You’ll gain complete control.
Karbon centralizes your team, clients, work, and data in one place, serving as a single source of truth for your entire accounting practice. This simplifies client management, project management, and email organization.
The platform offers robust workflow automation, allowing your team to focus on high-value client interactions by automating repetitive tasks. You can also integrate your email and other apps to streamline data and common processes, reducing time spent chasing clients and managing tasks. Additionally, Karbon provides secure AI and GPT integration for further automation and faster work.
This delivers clarity and improved efficiency, ensuring nothing falls through the cracks.
While we’re discussing efficient operations for firms, you might also find my guide on food service management software helpful for other business types.
Key features:
- Workflow Automation: Automate low-value, time-consuming tasks, standardize processes, and schedule data collection to boost team productivity and firm growth.
- Client Management & Portal: Track client relationships, manage communications, and securely share sensitive information, ensuring timely and effective service delivery.
- Billing & Payments: Reconcile time, billing, and work in one place, removing manual steps and integrating financial workflows for improved efficiency and profitability.
Learn more about Karbon features, pricing, & alternatives →
Verdict: Karbon provides comprehensive features like workflow automation, client management, and billing, which directly address common pain points for practice administrators. Its emphasis on centralizing data and enhancing team collaboration makes it a strong contender for the best practice management software, helping firms reduce administrative burdens and boost overall productivity by an average of 18.5 hours per employee each week.
9. Canopy
Struggling with fragmented practice management solutions?
Canopy offers an all-in-one platform, building your firm-wide operating system as you need it. This includes specialized modules for client engagement, document management, and workflow optimization.
This means you can consolidate over 10 different software tools into one centralized system, eliminating wasted time on document sprawl and ensuring you focus your efforts efficiently.
It’s time to unchunk your accounting firm.
Canopy helps you streamline operations by making it easier to manage and track time and billing. You can also get all your data, like transcripts and notices, with none of the hassle.
Additionally, with features like Canopy AI, you won’t waste brainpower on tasks that shouldn’t need it. You can leverage the client portal as a one-stop-shop for clients, and use payments to ensure getting paid is never difficult. The mobile app offers firm management for practitioners on the go.
Plus, Canopy simplifies engagements and proposals, making them much more than just a letter or quote. It offers unlimited eSignatures and an accounting-specific CRM to manage clients, contacts, and entities.
The result is a future-focused, data-driven firm.
Key features:
- All-in-one suite: Consolidate multiple tools for client engagement, document management, workflow, and time & billing into a unified firm-wide operating system.
- Automated efficiency: Leverage Canopy AI to reduce manual tasks, simplify eSignatures, streamline payments, and automate client reminders for a smoother workflow.
- Client-centric solutions: Utilize the client portal, accounting-specific CRM, and mobile app to improve client communication, secure file uploads, and provide convenient access on the go.
Learn more about Canopy features, pricing, & alternatives →
Verdict: Canopy is ideal as a best practice management software for firms looking to consolidate fragmented systems. With over 10 software tools consolidated per firm, 30M+ files securely uploaded, and 250k+ invoices created monthly, it provides robust features like AI, client portals, and eSignatures, addressing administrative burdens while ensuring compliance and client satisfaction.
10. TaxDome
Tired of juggling too many practice management tools?
TaxDome helps you simplify with an all-in-one platform for your accounting or tax firm. This means you can manage clients, projects, and documents efficiently.
You can streamline your client communication and document exchange, ensuring your firm operates without a hitch. It’s how you get everything done in one place.
Here’s how TaxDome simplifies your workflow.
With TaxDome, you can manage your clients, documents, and team all from a centralized platform. This includes securely collecting documents, automating your client communication, and setting up automated workflows. You can even use custom branding for a professional client experience.
Additionally, TaxDome offers a secure client portal for document sharing and e-signatures, allowing you to create custom pipelines for different services, and sending invoices with integrated payment processing. The result is a more efficient practice, freeing up your team’s time.
Get everything done in one place.
Key features:
- Unified Client Portal and Document Management: Securely exchange documents, gather e-signatures, and offer custom-branded experiences for seamless client interaction.
- Automated Workflows and Project Tracking: Create custom pipelines for various services, automate repetitive tasks, and efficiently track project progress and team assignments.
- Integrated Billing and Payment Processing: Send invoices, accept online payments, and manage all your billing in one system, reducing administrative burden and improving cash flow.
Learn more about TaxDome features, pricing, & alternatives →
Verdict: TaxDome’s all-in-one approach to client management, workflow automation, and billing makes it a strong contender for the best practice management software. It centralizes operations, reduces tool evaluation paralysis, and improves firm efficiency by streamlining tasks from document collection to payment processing.
Conclusion
Ready to fix your firm’s workflow?
Choosing the right software is a major hurdle. This decision paralysis keeps your firm stuck with inefficient billing, scheduling, and client management.
But the right system makes a huge impact. Grand View Research found implementation reduces billing errors by 45% and saves significant clinician time. That’s a massive improvement in your financial efficiency.
So, what’s my top recommendation?
After reviewing these options, Tebra’s all-in-one platform is my top choice. It directly addresses the core challenges of a growing firm.
Its integrated EHR and AI-powered automation simplify everything from charting to billing. It’s truly the best practice management software for reducing administrative overhead.
While we’re discussing comprehensive solutions for your firm, understanding the Best Hospital Management Software is equally important for larger medical entities.
I highly recommend you book a free demo of Tebra to see how its unified system can transform your firm’s operations.
You’ll get back your valuable time.
