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Are you looking to improve your medical practice’s productivity, accounting, and patient management processes, but you don’t know how?
Or, maybe you have heard about software that can help your staff improve scheduling and back office functions, but you’re not tech-savvy and are a bit nervous on where to begin.
Fret not, because medical practice management (MPM) software provides incredible improvements to your practice’s efficiency with little-to-no stress. Even if you feel you’re not a technical person, you can implement this software easily.
Medical practice management platforms are designed to not only manage your medical practice’s clerical and billing needs, but also increase patient care satisfaction through improved appointment setting, registration, and patient reporting.
If you have questions about how you can benefit from this software or which one is right for your practice, our detailed review of the top medical practice management software solutions will cover all you need to know.
Epic
Best Robust Centralized Medical Record Management
Instantly gain access to patient records, and review medical history from anywhere. Even if your practice doesn’t use an EHR. Deeply understand your patient’s concerns by gaining a complete overview of medical history, medications, treatments and more, even if you’re not the primary physician.
The 5 Best Medical Practice Management Software Options
- Epic – Best built-in medical record management
- Kareo – Best for independent practices
- WebPT – Best for physical therapy clinics
- LumaHealth – Best patient engagement features
- DrChrono – Most customizable medical management software
When It Makes Sense to Invest in Medical Practice Management Software
This software is designed to help medical offices of any size run more efficiently, both in terms of streamlining clerical tasks and improving patient record management.
When it comes to billing, proper medical coding is critical. Without it, there’s a chance you will charge your patients incorrectly or cause insurance providers to not pay claims. MPM software can help this process with built-in features that keep the most up-to-date ICD-9 codes in place and auto-populate fields based on relevant inputs.
You no longer have to flip through coding books or search around wondering if the code is accurate. Your software can house thousands of medical billing codes and make the process of creating valid bills, invoices, and documentation a snap.
When you have manual charts and medical data in filing cabinets, it makes it difficult to efficiently manage patient information. Finding one file can take more time than it should.
With patient information features in some medical practice management software, you can easily and quickly find critical information about a patient’s medical history, contact information, or even specified notes regarding their medical needs.
With a simple internet connection and a computer you can establish a compliant and modernized approach to managing your medical practice with this software, and there are platforms that can handle just about any scenario you can imagine.
#1 – Epic — Best Built-In Medical Record Management
Epic
Best Built-In Medical Record Management
Instantly gain access to patient records, and review medical history from anywhere. Even if your practice doesn’t use an EHR. Deeply understand your patient’s concerns by gaining a complete overview of medical history, medications, treatments and more, even if you’re not the primary physician.
Epic is a full-service software solution for every detail of your medical practice.
This medical practice management software covers a wide array of medical management areas of need, like improving patient experience, enabling telehealth, and supporting focused specialties. There are features galore for improving day-to-day tasks and streamlining workflows, like coding automation, statement consolidation, and paperless billing.
But what really separates them from the other software providers in the market is how they help you handle electronic medical records. Epic allows providers, staff, and clients to see and manage medical records in an efficient and collaborative way.

Epic provides you with all your medical records in a centralized location and gives you access from anywhere. Plus, built-in analytics and tools can help your care staff identify high-risk patients and provide higher-quality treatment.
What’s fantastic about Epic is that even if your organization uses a different EHR system, you still have the ability to see new patient medical history and care notes if they come from another physician whose practice also uses Epic.
The MyChart portal that Epic provides for users also helps them manage their healthcare easily.
A patient can see what prescriptions they are taking or message a doctor about a concern or to set an appointment. This portal also allows for personalized outpatient self-care recommendations and keeps your patients well-informed, leading to higher care satisfaction.
For pricing and further details on how Epic can improve your medical practice and get a in-depth consultation contact them directly on how to get started.
#2 – Kareo — Best for Independent Practices
Kareo
Best for Independent Practices
The medical practice software designed for the little guy. Get only what you need and nothing you don’t. Optimize your care delivery workflow exclusive to independent providers. And incorporate the most trusted and proven billing technology for independent providers available.
If you are an independent medical practice and you want to systematically improve your care and day-to-day, Kareo can tailor its platform to your facility.
For example, your independent practice needs to manage billing in a way that keeps payments coming in. Medical billing can be complex, but Kareo offers managed billing software where experts help you collect more payments faster.

A great example is with accounts receivable. Independent practices can reduce confusion and delays with Kareo’s full-service claim tracking software. Billing analytics tools also give you daily financial health snapshots, perfect if your practice is constantly mindful of staying within your budget.
And with powerful schedule and appointment features, Kareo makes running your independent practice silky smooth. These front office tools allow for custom scheduling capability, appointment reminders, and personalized alerts. This really helps keep a close relationship with your patients.
Plus, since you’re independent, you may want to expand your practice over time. Patient focus is a primary concern of all high level practices.
That’s where Kareo Engage does the heavy lifting. This built-in software helps grow your practice with re-care reminders and online communication, all while encompassing a prominent end-to-end customer experience.
Which equates to happier and healthier patients overall.
Kareo’s integrated EHR allows you to write scripts and notes and manage patient records easily. It’s a EHR designed by healthcare providers, so it’s powerful but also focuses on ease-of-use.
Others key features included in Kareo are:
- HIPAA-compliant telehealth video services
- Analytics that turn patient data in to more revenue
- A personalized mobile app for improved productivity
Obviously each practice is unique so pricing will be as well. Contact Kareo and tell them about your needs and they will create a pricing plan appropriate for you.
If you are a new practice just getting off the ground or a thriving clinic that wants to streamline specific processes, Kareo has the tools and resources to help you.
#3 – WebPT— Best for Physical Therapy Clinics
WebPT
Best for Physical Therapy Clinics
Create and send custom documentation for PT, OT, and SLP patients with WebPT, use custom billing software with built in claim processing codes, and analyze progress through a intuitive cloud based dashboard that improve upon patient outcomes with the only built in tracking software for rehab therapists.
WebPT makes it easy for therapy professionals to enhance patient care and experience. In this platform, documentation features and marketing tools help you maximize your physical therapy clinic’s potential.
You can improve accounting workflows and identify what’s working and what’s not with WebPT’s financial trend analysis. Plus, its intuitive dashboard makes scheduling appointments and celebrating patient milestones a cinch.

All physical therapy providers need to document extensively. There is so much to keep track of and many documents to coordinate. If you are an older clinic, you can update your medical practice’s record management with this single software application.
The custom EMR built into WebPT helps keep patient progress reports secure and safe. Patient outcomes can be shared and evaluated with a few clicks, while discharge summaries are easily updated if something changes on the fly.
PT-specific medicare reporting and billing specifics—such as therapy threshold and the eight-minute rule—are built right into this platform. NCCI edits and functional limit reporting are also standard features, while WebPT’s medical billing software lets you expedite payment and billing, along with submitting claims quickly with accurate reports.
WebPT provides tailored modules for PT specialties like pediatrics, pelvic health, neuro, and more.
But WebPT is not just for physical therapists. It’s Ideal for all outpatient rehab service providers as well. Occupational therapists and speech and language pathologists can also leverage this software to great effect.
Three pricing plans are available:
- Lite: Starting at $3/day per provider, with unlimited clerical users
- Standard: Starting at $6/day per provider, with unlimited clerical users
- Enterprise: Custom pricing
WebPT is the medical practice management solution for outpatient rehab and physical therapy clinics, letting you streamline your workflows and improve your day-to-day capabilities.
#4 – LumaHealth— Best Patient Engagement Features
LumaHealth
Best Patient Engagement Features
This robust communication and patient access software,simplifies the patient journey throughout the medical care life cycle. It acquires and retains patients and manages patient intake from a central, easy to use dashboard.
Medical practice management comes in all shapes and sizes. And LumaHealth is MPM software that brings a laser focus to patient engagement.
Though billing and scheduling are crucial to your practice, keeping patients informed of their care is of paramount importance. That’s where LumaHealth’s MPM software really shines.
This platform specializes in connecting patients with care providers and specialty clinics, allowing better delivery of outstanding care through HIPAA-compliant communication. LumaHealth’s patient text messaging, for example, allows them to ask questions about their care quickly, get updates securely sent to their phone, and even get details about lab results or prescriptions.

Communication is no longer a difficult dance between facility hours and medical professional availability. Secure chat is instant and doesn’t require any logins, portals, or apps.
Appointments run smoothly when your patients are prepared. And, Luma’s post-care messaging helps patients get specific follow-up information to recap treatment guidelines and set subsequent appointments with ease.
And if you have a diverse patient list, you can communicate in over 20 languages via mobile messaging to set appointments, answer questions about care plans, and more.
Plus, online self-scheduling gives patients the convenience of controlling their appointments.
You can also create an efficient patient check-in and waiting room experience with zero contact check-in, allowing your patients to limit face-to-face interactions by checking in via text message.
What’s also incredible is LumaHealth’s capability to automatically send out educational content to specific patients. This works great for patients who struggle with managing their health or need more specific post-care guidance..
Let’s face it, if we can get even one hour back in our day, it’s a game changer.
Other services provided by LumaHealth to help you improve patient engagement are:
- Appointment reminders
- Telehealth
- Patient monitoring surveys
Request a demo with LumaHealth today to see if it’s right for your practice.
#5 – DrChrono — Most Customizable Medical Management Software
DrChrono
Most Customizable Medical Practice Management Software
Customize your medical practice to meet your unique needs. Tailor your EHR around your practices key goals, improve your workflow with an integrated practice management software that improves patient engagement while bypassing nonessential daily tasks.
It’s clear no two medical practices are the same. Rigid EHR and medical practice management software can stifle your productivity and efficiency if you select a cookie cutter platform.
DrChrono steps into the light by making a clear statement with its incredibly customizable software. If you want to use software built around your practice, DrChrono is a great choice.
DrChrono will help you address unique challenges with its focused approach for medical practice and health record management..

First, you can create a specialty EHR. If you specialize in allergy and immunity, dermatology, internal medicine, or OB/GYN—to state a few examples—you can add detailed demographic fields ideal to your patients and a list of primary medication fields, among other customizations. You can even create special note taking fields so critical information about your patient is easy to find.
And you can set up integrated fee scheduling so you don’t have to append separate billing software to DrChrono.
Efficient billing is critical to your practice’s well-being. DrChrono helps you achieve better collection of payments and claim rates with integrated tools for handling their complexity, seamlessly adjusted to the custom features you need for your practice.
Another key feature is the onPatient portal which is customized for each patient. This portal allows your patients to fill out paperwork before they get to the appointment and message your practice and staff through a HIPAA-compliant platform. That can go a long way towards helping patients alleviate stress about a procedure.
And because the portal is HIPAA-compliant, medical records are also available for review along with educational material for specific medical care techniques.
Here are some other useful front-end features:
- Appointment profiles
- Real-time eligibility checks
- Online scheduling
- Mobile and Online Billing
- Self check-in
- Automated reminders for patients and staff
DrChrono offers a 30-day free trial to test drive the platform and you can start today by contacting the company with a simple form submission that includes your practice’s specialty and number of providers.
Epic
Best Robust Centralized Medical Record Management
Instantly gain access to patient records, and review medical history from anywhere. Even if your practice doesn’t use an EHR. Deeply understand your patient’s concerns by gaining a complete overview of medical history, medications, treatments and more, even if you’re not the primary physician.
Methodology for Choosing the Best Medical Practice Management Software
We know the better your medical practice software is, the easier a time you will have running your practice.
As we uncovered the best medical practice management solutions we used a systematic methodology.
The recommendations on this list offer you a quick solution to getting started today.
Medical Record Management
This is important for all medical practices, small and large. Being able to access electronic medical records and use adequate information about medical history, current notes, medications, allergies, and more is critical to excellent and safe medical care.
Epic built their entire platform around EMR and EHR integration. Patient records and the ability to access them from anywhere, along with collaborating with just about any other medical record platform, makes managing your patient medical history a breeze with the most accurate data.
The provider you select should incorporate the ability to easily see records and customize them to your practice’s needs. Or, if you’re looking to enhance patient engagement through detailed communication and patient information, a platform like LumaHealth has deep features to help you achieve that end.
Time wasted fumbling through a clunky dashboard looking for the data you need or not knowing you if you have the most current patient medical history can be catastrophic.
Medical Practice Specialty
There are dozens of medical practice management solutions out there and many are generic. They offer a simple way to improve your practice daily operations.
However if you want the best experience that also increases efficiency, using MPM software that caters to your specialty is what we recommend. For example, WebPT is designed for outpatient therapy services specifically.
If you want a little more control over your software or belong to a unique specialty, DrChrono has modules focused on over 15 different areas of medicine, while also offering customization to fit anything else.
The main point here is to make sure you can maximize a platform’s interface and usability for your practice as much as possible. Specificity is the best way to do that.
Scheduling and Engagement
Most all of us have been in a situation where an appointment has been forgotten by a provider. It is the most frustrating thing a patient can experience. It sends a signal that our health means nothing to the practice. This is a message you never want to send.
LumaHealth combats this with a MPM platform that keeps customer engagement at the forefront of your practice. Patient scheduling can be done online and helps guide patients to the best appointment time for them and with the proper provider.
Kareo also works great in this regard, helping independent practices maximize their ability to book and treat patients. If you’re looking for full customization in scheduling aids, Kareo delivers best in this regard.
Scheduling software also helps reduce call volumes, while improving your ability to acquire and retain patients, because self-scheduling, canceling and rescheduling is made simple for users allowing them to do things at their own convenience.
If no-show rates are a concern in your practice, customer engagement through mobile text message reminders and alerts will help lower or eliminate accidental no-shows. It can also assist with post-care follow-up communication with patients as well.
And mobile patient intake technology on platforms like LumaHealth can speed up your new patient onboarding with a contactless check-in process. Patients can add insurance card details, fill out screening forms, and even complete check-in and bypass sitting in a waiting room entirely with the zero-contact waiting room feature.
Consider your scheduling and engagement needs when looking for a MPM software to use for your practice.
Summary
Your medical practice needs software to run efficiently. Medical practice management software is what offers the fastest solution to many problems independent and midsized practices face.
By using the methodology in this guide it will help you select a clear winner in your search for medical practice management software.
When you use this software, you will help your patients achieve better health outcomes while streamlining the day-to-day clerical work necessary to keep your practice running for years to come.
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