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What is the best EHR/CRM for ID Docs?

Exit forum ID Forum Discussion What is the best EHR/CRM for ID Docs?

This topic contains 19 replies, has 9 voices, and was last updated by   Anthony Moreno March 13, 2019 at 12:55 pm.

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    Christopher Stepien

      I’d like to restart the conversation around best EHR/CRM software for ID docs?

      1. What do you use?
      2. Which of the following does your software do?
        1. Scheduling,
        2. Patient info, SOAP notes
        3. Billing (Accounts receivable, Revenue) – if you take insurance do you use a 3rd party or do you have a billing company?
        4. Lead information (where patients come from)
      3. Pros?
      4. Cons?
      5. What other software/apps do you use for integration (i.e. email systems, Zapier, salesforce, etc.)
      6. If you had a magic wands, what would the best system look like for EHR/CRM?
      I’ll start.
      I use a messy system of:
      • Notes: Paper
      • Scheduling: Scheduleonce
      • KPIs/Revenue tracking: google spreadsheets
      • Emails: mailchimp
      • Billing: Break Bread Billing (I don’t have Accts Receivable right now, but I need it)
      • Leads: Have salesforce, but haven’t used it in a year.
      No pros. Cons are lots of messiness and systems around connecting the dots between systems.

      Brandon Cohen DC, CSCS

        I too have a messy system.

        EHR: AmazingCharts I started with them in 2008, and it is a generic EHR designed for MD’s that could be very customized. It is not cloud based, which in 2008 had a lot of uncertainty about who owned the information and security (not much of a concern now). I do billing through their system and bill insurances at the end of every day electronically through OfficeAlly.

        Scheduling: Appointmentquest. It had the most longevity in 2008 and there were a lot of very new companies and it was a relatively new concept, and I was worried they might just close up shop. Appointmentquest had been around. Its very functional, but hasn’t been updated since 2009, and looks like it. Every so often I upload the calendar to my google calendar and I can see it wherever. That part is nice, its like $250/year, so that’s nice, but it certainly could be prettier and more seemless with my website.

        Email: mailchimp. I haven’t sent out an email in 5 years…that should probably change.

        I track a lot of my numbers through google docs as well, and my wife is a wizard, so she set all that up. I don’t know how it works, I just know that it does. (C answer.)

        Billing to patient’s: 90% don’t have any outstanding bills, but some do, Paper and Paypal. Its clunky, time consuming, but familiar. People pay sooner than with paper.

        My preference would be to have something cloud based that is streamlined. A lot of the chiro ehrs I’ve seen have a ton of worthless junk that takes up space. Many systems out there want to do everything for me, and I just want things that play their position. A good EHR and billing system, a good scheduler, a good tracking system. I don’t need any of them to do my merchant services or 100 other options. Just ones that do their job well.


        Drew Ruebbelke

          I’ve used several different EHR’s over the years, from not only a doc’s perspective but also when I was just doing administrative stuff for an office while in school a few years ago. Two of the companies I used went under. The two that have/do work well are ChiroTouch and ACOM. From my understanding, ACOM was developed by people who worked at ChiroTouch that wanted the system to be better. The office I work out of currently uses ChiroTouch. Classic chiro EHR where there is an extensive amount of filler that you can pay extra for. I have the baseline stuff. I had a great experience with ACOM, and their system is new, seamless, and easy to use. It just so happened that the office I became an IC out of used ChiroTouch, so I rolled with it. Both of these systems have separate tabs for 1) Scheduling(which I believe you can upload to your google calendar) 2) Front Desk(that shows patient demographics and contact info/imaging and reports/and payment, etc. 3) A provider tab(Where the doc generates medical notes). What I like about the provider tab is the ability to use macros. For example, I click the “Shoulder” Tab under my objective findings and this macro pops up and I can edit accordingly:

          Left/Right standing shoulder abduction was restricted. Scapulothoracic motion is excessive, and ST triangle space is reduced with increased Left/Right shoulder elevation.


          Sx Location:

          Sx Quality:

          Sx Intensity:


          Secondary Indications:

          Motion Speed:

          Motion Effort:

          There are other options within both of these EHR systems that allow for appointment text and email reminders, but beyond that I don’t use much. There are also tabs for system auditing and accounting, both of which I do in Google sheets instead. Lead Information is also gathered in the patient demographics section of these EHR’s to track where people come from. I currently use no other apps for integration, although I did use DemandForce at an office I was at before. It tracks where all patients come from(website, facebook, yelp, twitter, Instagram, etc.). I thought it was more expensive than it was worth so I stopped using it.

          If I had a magic wand, the dream system would look like what ChiroTouch and ACOM look like, but with all the fat trimmed off, and with all my ID macros entered into it. Another big thing is I’d MUCH rather the software be web/cloud-based. I find that the more patient information/chart notes, etc. the slower the program can get. And it’s annoying when I can get a note done in 3 minutes but it takes me 7 instead because of loading time. That time adds up. Other than that, I like the idea of billing companies taking care of all the insurance stuff.


          Drew Ruebbelke

            And as far as e-mails… Like most of the other guys I use MailChimp, and I send out a monthly newsletter. That about covers it.


            Brandon Cohen DC, CSCS

              Does anybody use a cloud based ehr that they are mostly happy with? I don’t expect there to be one that seems perfect…

              Here I am managing my own expectations


              Scott King, DC

                Brandon I have been very happy with ChiroFusion. It is cloud-based, files electronically though office ally free of charge, scheduling, patient text/email reminders, etc. Constantly adding new features with online intake forms up next. I think it is in the range of $200 to set-up software and about $140 a month with all the bells and whistles. Definately bare bones compared to some of the other softwares out there, but it does the trick.


                Michael Vibert

                  I use a cloud based system called cliniko. I find it really quite good and well priced ($50 per month Australian). Totally customisable within reason. Worth a look anyway.


                  Christopher Stepien

                    Scott, is Practice Fusion different than ChiroFusion? They appear to be. And can’t find Chiro Fusion on


                    Scott King, DC

                      It is geared towards chiropractors, I’m not sure about practice fusion though.


                      Brandon Cohen DC, CSCS

                        I’ve heard reasonable things about office ally. Any experiences?

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