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Patient Management Software with Client Portal (2026)

Last updated: February 2026

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Key features of Patient Management Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

HIPAA Compliant: Reviewers emphasize the importance of secure, compliant storage and transmission of patient data, ensuring privacy and legal adherence. 97% of reviewers rated this feature as important or highly important.
Charting: Users value customizable templates and intuitive note-taking features that improve documentation quality and workflow efficiency. 96% of reviewers rated this feature as important or highly important.
Appointment Management: Reviewers highlight the ease of scheduling, automated reminders, and the ability to view and manage appointments efficiently. 96% of reviewers rated this feature as important or highly important.
Scheduling: Users appreciate flexible scheduling options, including repeat appointments and integration with personal calendars to manage both staff and patient schedules. 95% of reviewers rated this feature as important or highly important.
Patient Scheduling: Reviewers note the convenience of online scheduling for patients, reducing administrative tasks and improving overall clinic organization. 95% of reviewers rated this feature as important or highly important.
Billing & Invoicing: Users find automated billing and invoicing features crucial for financial management, with integrations that simplify payment collection and reporting. 93% of reviewers rated this feature as important or highly important.