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Patient Portal Software with Data Import/Export (2026)

Last updated: April 2026

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Key features of Patient Portal Software

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

  • Appointment Management: Users value customizable booking options, online self-scheduling, easy rescheduling, and automated reminders for efficient appointment handling. 98% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers highlight ease of use, automated billing, integration with payment processors, and the ability to store credit cards for quick payments. 96% of reviewers rated this feature as important or highly important.
  • HIPAA Compliant: Users emphasize the importance of data security, privacy, and compliance with HIPAA regulations for protecting patient information. 96% of reviewers rated this feature as important or highly important.
  • Appointment Scheduling: Reviewers appreciate intuitive scheduling, customizable time slots, direct chart scheduling, and automated reminders for smooth appointment handling. 95% of reviewers rated this feature as important or highly important.
  • Document Management: Users find value in easily uploading, organizing, and accessing documents, maintaining a paperless office, and customizable document templates. 94% of reviewers rated this feature as important or highly important.
  • Charting: Reviewers highlight intuitive charting with customizable templates, efficient note-taking, and easy access to patient records for streamlined workflows. 92% of reviewers rated this feature as important or highly important.
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48 software options

SimplePractice logo
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SimplePractice is an all-in-one practice management solution that helps businesses simplify administrative tasks, such as scheduling, billing, and documentation, allowing health and wellness professionals to focus on providing excellent client care. The platform offers a robust set of features designed to help practitioners thrive.

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Pabau logo
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TheraNest logo
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Mental health practice management solution

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Prioritize clients, not paperwork. Therapists lose 8+ hours a week to admin tasks and 18% of revenue to billing inefficiencies—fueling burnout and making care harder to access. You deserve better. TheraNest automates and simplifies busy work so you can focus on being a therapist again.

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Carepatron logo
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The healthcare workspace for small teams and their clients.

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All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

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BestoSys logo

Practice management and growth software for Medical & dental

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Bestosys is a complete practice management software for doctors & dentists with features for record keeping, patient relationship management, lead management and systematic growth

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IntakeQ logo

Web-based intake forms management software

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IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments

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NextGen Office logo
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Empowering our clients to make healthcare better

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NextGen Healthcare provides ambulatory practices with award-winning solutions along with dedicated support & professional services.

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RXNT logo
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Cloud-based Practice Management, EHR, and eRx Software

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RXNT's cloud-based Patient Portal tool—part of our EHR system—boosts patient satisfaction, expands doctor-patient communication, and improves convenience. Empower your patients to easily schedule appointments, send secure messages, review lab results, sign documents and forms, and pay bills online.

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Kipu logo

Behavioral health platform for treatment centers

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Kipu offers software for behavioral health organizations, integrating EMR, CRM, RCM, and GRC tools. The platform streamlines workflows with customizable documentation templates, secure messaging for care coordination, and integrated patient billing, while providing compliance management tailored to behavioral health facilities.

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vcita logo
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Appointment scheduling and reminder solution

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Customize your patient portal with your logo / clinic colors. Let patients log in and schedule consultations, sessions, book and pay, see the history with past interactions - 24/7 from any device.

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Benchmark Solutions Practice Management logo

Seamless scheduling, billing, and reporting all in one.

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Streamline administrative tasks with Benchmark PM–a customizable, integrated practice management solution with seamless scheduling, billing, and reporting, tailor-made for your clinical practice.

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MidexPRO logo

Cloud-based Private Practice Management Software

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The intuitive Practice Management software that facilitates your medical practice. Used by groups of Consultants, Secretaries, and Billing companies alongside individual businesses. Cloud-Based and Mobile optimised with integrations and features to assist daily functions and efficiency.

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DrChrono logo

Cloud healthcare management platform

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DrChrono is a cloud-based healthcare platform that integrates electronic health records, practice management, and medical billing functionalities. The system offers customizable clinical notes, telehealth capabilities, and specialty-specific templates for medical practices of various sizes. DrChrono provides mobile accessibility through iOS apps, allowing healthcare providers to manage patient care from multiple devices.

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Dentrix Ascend logo

Cloud-based dental practice management software

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Dentrix Ascend is a web-based dental practice management software offering users front office, clinical, and business tools to assist with the running of their practice. Multi-site support allows users to set up unlimited physical practice locations, with separate schedules and reporting, and the ability to share patient records. User roles can be assigned both by location and by user, and a role-based practice overview is shown to each user on login.

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Atlas Chirosys logo

World Class Paperless Office Solution

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Atlas is a complete, paperless office solution designed for chiropractic offices. It handles billing, scheduling, treatment and care tracking, patient education and retention, clinic reporting, soap notes, and much more.

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ClearDent logo

Cloud-based practice management software for dentists

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ClearDent is a Canadian-built all-in-one dental software that helps practices attract, treat, and retain patients. For 20+ years, it has driven innovation with cloud and on-premise tools to streamline workflows, enhance patient engagement, boost productivity, and grow revenue.

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Remedly logo
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Cloud software for Mental Health and Aesthetic practices

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Spend more time with your patients and not their charts. Remedly's all-in-one Practice Management combines EHR, RCM and Medical Billing Module, Reporting, and more in a single platform. As a cloud-based web application, it is also future proof – new upgrades happen instantly and on continuous basis!

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Zentake logo

Patient intake management platform for healthcare providers

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Zentake is a HIPAA compliant, digital intake and consent platform specially designed for patients and healthcare professionals, including counselors, therapists, and clinical support staff. It supports e-signatures, photo and file capture, and pre-fill and post-fill forms.

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Healee logo

Healee Patient Access

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Healee is an integrated patient access solution with robust 24/7 self-scheduling, powerful rule-based patient-provider matching and sophisticated calendar management.

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Juvonno logo
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The all-in-one clinic software that grows with you

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Simplify clinic operations & empower patients with Juvonno’s all-in-one management software, built to grow with your practice.

Customize your patient portal to reflect your brand & workflows. Streamline patient intake, accelerate payments, and engage patients in their care for a seamless experience

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Owl Practice logo

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Owl Practice is a comprehensive EHR and practice management solution that helps mental health practitioners grow, engage, and get paid.

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TM3 logo

Clinic and class management software

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TM3 is a cloud-based clinic and class management solution that offers contactless appointment booking and payment collection. The platform is suitable for medical clinics, hospitals, gyms, yoga studios, osteopathy clinics, physiotherapists, and other appointment-based businesses.

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Practice logo

Cloud-based software for managing clients and operations

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Practice is a comprehensive client management software that helps businesses streamline their operations. It offers features such as automated package tracking, real-time scheduling tools, and a centralized client activity dashboard. Practice also provides tools for accurate team payroll, shared assets, and personalized integrations, making it a versatile solution for client-based businesses.

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Legwork logo

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Legwork is your one-stop shop for attracting, retaining, and delighting patients. Integrate your patient engagement software, dental marketing, websites, and office phones with Legwork innovative solutions.

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