How we evaluate software

1. Define the practice: specialty, client volume, provider count, required workflows, and security obligations.
2. Check vendor documentation: plan-level features, pricing, usage limits, fees, and contract terms from official sources.
3. Calculate total cost: subscription, extra seats, processing, add-ons, setup, migration, and training.
4. Test the workflow: require a demo or trial of real tasks before making a purchase decision.
5. Review switching risk: data portability, record retention, support, and continuity of service.

Current status: our comparison is a preliminary desk-research shortlist. We have not independently tested the listed vendors or verified every plan-level feature and fee. We therefore do not publish numerical match scores, guaranteed savings, or a “best overall” ranking.

See the vendor comparison and disclosures.