Best Patient Portal Software with a Free Trial of 2026

TheraNest offers an all-in-one solution for mental health practices, streamlining tasks like scheduling, billing, and documentation. With automation tools for appointment reminders, billing processes, and clinical notes, the platform reduces administrative burdens and saves therapists valuable time. Designed for ease of use, TheraNest allows mental health professionals to prioritize client care while ensuring compliance with industry standards and security regulations.

Zanda, formerly Power Diary, is the online practice-management software that health practitioners trust around the world. It has a calendar, appointment reminders via SMS and email, customisable templates for treatment notes, client invoicing and payments, online bookings with 2-way SMS chat, Telehealth as well as an in-platform manual. It also integrates with Xero Mailchimp Stripe Physiotrack Medicare (AU) and many other systems. Zanda's clients include sole practitioners, large multi-location practices, and physiotherapists. They also include psychologists. Zanda provides a Money-Back Guarantee for a period of 12 months to make your decision easier. They offer excellent support and will import your data for free.

Enjoy 1 on 1 training and unlimited support. All these features are great, only if they get used. We ensure this by organising 1 on 1 unlimited training with each of your clinic staff. Always free. Of course, we also have a help centre, email, chat and phone support.

OptiMantra is an established EMR and practice management platform focused on integrative and wellness practices. The platform is highly adaptable and robust - it includes online appointments, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. It's easy to get set-up! OptiMantra offers tailored onboarding support.

Caspio is the leading no-code platform for creating online database applications without coding. Everything you need for digitally transforming business operations and workflows is provided in Caspio's all-in-one platform. It features an integrated cloud database, a visual app builder, enterprise-grade security and regulatory compliance, as well as scalable global infrastructure. Caspio is trusted worldwide by more than 15,000 companies. Get it free. Caspio, a pioneer in cloud computing, has been developing its database platform since 2000. It is capable of supporting HIPAA and all Caspio plans offer unlimited users and are competitively priced.

Practice-Web is a desktop software for dental offices of all sizes. The solution allows users to view progress notes, plan treatments, and make appointments. It also provides billing, imaging, charting, billing, patient scheduling, practice management modules, and billing and imaging. Practice-Web provides a variety of features, including automated reminders, mobile forms to patient registration and consent, COVID19 bilingual screening form, customizable prescriptions and lab slips, text messaging for patients, multi-page scanning, and referral slips.

It is ideal for private clinics and medical practitioners. It is a cloud-based platform which streamlines your practice workflow and helps you attract and keep more patients at a lower price. Medesk offers video consultations with an in-built EHR, online booking and appointment reminders, powerful analytics and payment and deposit options. Medesk has already developed ready-made solutions to help GPs, mental and allied health professionals, as well as hair loss practitioners. Medesk lets you automate patient engagement with the following tools: - Transparent online booking available with flexible time slots -Add patient contact details directly to the EHR for immediate use - Automatic confirmation emails and texts right after booking To reduce cancellations and DNAs, schedule reminders

CureMD is an award-winning provider for specialty EHR and billing services that help optimize efficiency, reduce cost, and improve the patient experience. Our cloud platform allows seamless information exchange across multiple platforms, systems, or organizations. This facilitates greater collaboration, productivity, patient safety, and increased collaboration. # 1 EHR KLAS Research # 1 Billing Services - KLAS Research Top-Rated Customer Service Simple to use - integrated and customizable iPad KIOSK & iPhone EHR Transform your practice with CureMD's cloud-based Electronic Health Record in a way you never imagined before. With a powerful knowledge base, CureMD is built for usability, performance, and reliability. It delivers advanced features, previously available in systems costing thousands of dollars, at a fraction of the cost.

Clarifire Health is an advanced rounding solution featuring a powerful workflow engine tailored for healthcare organizations to manage the patient experience effectively. Created by Clarifire, a company certified by WBENC and located in Florida, this platform utilizes workflow technology to optimize communication within healthcare settings. Available as a SaaS offering, Clarifire Health allows patients to share their stories effortlessly through simple swipes and taps on the mobile application. This innovative approach not only enhances service delivery but also elevates leader rounding efforts, ultimately aiming to boost patient satisfaction levels significantly. By integrating these tools, healthcare providers can gain valuable insights into patient experiences, fostering a more responsive and empathetic care environment.

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

Most business software products are a 'one-trick' solution. This means that businesses must 'cobble together" many software tools to achieve their goals. It is inefficient, time-consuming, costly, and disruptive. SuiteDash solves the problem by combining most commonly used business tools into a cloud-based software platform. The tools are preintegrated and have many useful automations. The entire platform can be white labeled to match your brand! SuiteDash will help your business become more efficient, organized, and more profitable.

SimplePractice provides an all-in-one EHR and practice management solution for health and wellness professionals, including therapists, dietitians, and counselors. The platform includes tools for scheduling, billing, documentation, and telehealth services, all within a HIPAA-compliant framework. With a focus on user-friendly design and comprehensive support, SimplePractice aims to simplify the operational aspects of private practices, allowing professionals to focus more on client care. ​

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

We built CarePaths EHR for psychiatrists, psychologists, social workers, and counselors to affordably manage practices of all sizes. We are a HIPAA Compliant and ONC-Certified, fully integrated cloud-based behavioral electronic health record and practice management platform. Our system also includes online therapy with secure texting, teletherapy, and outcomes monitoring. With the free upgrade to CarePaths Connect, clinicians can also create a Digital Front Door, allowing patients to effortlessly sign up for services and book appointments with the CarePaths Connect mobile app for patients. Patients can also use the app to engage in teletherapy, message their therapist, and complete assessments.

ZENTAKE is the smartest way to manage patient documents. ZENTAKE eliminates the need to manage paper intake documents. It is the ideal electronic intake and consent management platform to use with your staff and patients. Secure encryption allows you to securely collect and manage sensitive data. This will ensure your security and peace of mind. Automate tedious intake management tasks to save time and money. Digitalizing your intake management processes will solve all your problems. It's easier than you might think to get up and running. Sending forms is as easy as 1-2 minutes. ZENTAKE is designed for patients and your team to eliminate the hassle of filling out paper forms. ZENTAKE's intake tools are available for patients who complete their forms at home and in the office. They streamline your operations while giving patients the contactless options they need and you the information you need.

Remote collaboration is possible with your clients and team. In minutes, you can create your own private workspace for your company. You can bring all your tools to one place and increase productivity while working remotely. EverLeagues connects all your company's users, internal and externe, to collaborate on day-today tasks in a secure platform. This results in better service, reduced time and lower costs. Collaboration is possible through multiple channels, groups, or teams between employees, clients, and others. Secure messaging, video conference and file sharing allow you to communicate. Everleagues offers security for all your files and messages, without compromising productivity. You can organize and manage your business with a role- and tier-based organizational system. Everleagues makes it easy to assign team members to specific organizations, even if there are different locations or departments. You can also assign clients to specific professionals or team members.

We are continually eager to enhance our software and encourage any suggestions you may have. If you wish to share your thoughts, please utilize our "Raise a Ticket" feature. Our training team boasts not only extensive knowledge of MediOffice but also significant experience in the healthcare sector, allowing them to deliver exceptional training to you and your staff. With our vast expertise, resources, and tools, we can facilitate the smooth transfer of your current patient data and clinical records from other management systems to MediOffice. To maximize your investment in MediOffice, it is crucial for all team members to receive thorough training. Should you be seeking to upgrade your practice or find that your existing practice management software is no longer sufficient, we are ready to assist you in achieving a seamless transition to MediOffice. Our commitment to your success extends beyond just software; we aim to ensure that your practice flourishes with the right support and training.

Genamet's clinic management program is an easy-to-use solution that allows you to manage all aspects of your clinic's operation. This software helps you focus on patient care and billing. Access to a variety of features including appointment scheduling, patient records and billing management, as well as pharmacy management, is available with a monthly subscription. The software is simple to use and has an intuitive interface that makes it easy to manage your clinic's operations. Genamet's clinic management program is affordable and efficient, no matter how small or large your clinic.

Enhance the productivity of your healthcare facility by utilizing DrChrono’s comprehensive platform, which combines practice management, electronic health records, and medical billing into one seamless solution. Featuring a contemporary and user-friendly design along with a myriad of sophisticated functionalities, DrChrono enables healthcare professionals to deliver improved patient care. Practitioners can effortlessly organize patient appointments, update and review charts, and handle billing processes efficiently. This all-inclusive tool streamlines operations, allowing medical staff to focus more on their patients and less on administrative tasks.

iMARSMED presents an innovative solution with its contactless patient check-in, digital intake forms, electronic health records, and a comprehensive Patient Portal, all aimed at alleviating the challenges of managing your practice efficiently. This cloud-based system offers customizable scheduling and health records, while iMARSMED ensures a user-friendly interface that prioritizes security and patient confidentiality. Features include appointment scheduling, reminders, bill payment options, HIPAA-compliant email, and secure file sharing, among others. Are you still relying on an outdated EHR system? Or perhaps you haven't yet transitioned to a paperless EHR/EMR? If you're using tools like Google Calendar for office scheduling, now is the perfect time to upgrade to the modern Paperless EHR/EMR software provided by iMARSMED. Discover how you can effortlessly move from outdated paper records to this cutting-edge, efficient software that enhances your practice's capabilities. Embrace the future of healthcare management with iMARSMED and streamline your operations today.

Our flagship product, iMedEMR, is an Electronic Health Records Solution that enables clinical efficiency and payment program compliance. It also allows patient engagement to drive quality, improve outcomes, and reduce overall care costs. It is obvious that Patient Outcomes are directly related to Patient Compliance. It is important to integrate Patient Engagement into your clinical activities in order to maintain efficiency. The iMedEMR software solution allows practices to fully take advantage of the Advanced Payment Models (APMs), which are being driven by healthcare industry. To survive, practices will need to "Evolve" to keep up with changing payment models. iMed's solutions allow you to do this without breaking the bank. iMed works closely to Payers, Accountable Care Organizations and other Industry Partners to ensure that the latest APMs are properly captured and exported.

Experience seamless accessibility and top-notch security without any trade-offs. Work from anywhere, consult with patients, and maintain connectivity through an all-inclusive cloud suite that encompasses both office and remote care technologies. Since its inception in 1999, our medical office software has remained unique as the only solution built entirely on a 100% cloud framework. We are excited to provide our complete range of software and data storage on the Amazon Web Services (AWS) cloud hosting infrastructure. The collaboration between AdvancedMD and AWS results in an unparalleled experience characterized by swift and dependable access to your information, steadfast data security, and effortless storage with automatic backup features. No other ambulatory software solution matches this level of hosting quality, ensuring that starting or expanding your practice in the cloud is both simple and budget-friendly. With our software being hosted and managed on AWS, your monthly subscription includes exceptional reliability, security, and performance. Furthermore, our cloud platform facilitates easy access to our software across various devices and operating systems, enhancing the convenience of your practice even further. This combination of cutting-edge technology and user-friendly design sets a new standard in the medical software industry.

Cloud 4 Ortho is an online PMS for orthodontists. All the necessary tools are available to help you manage your patients and provide the treatment you offer (metal braces and clear braces). We offer everything that a practice needs to remotely manage patients during this period (all included in the subscription). We also use modern algorithms (AI/ML), to speed up internal processes. We can customize the software to meet your needs. Please inquire about how Cloud 4 Ortho can help you. We can migrate your data from major dental software vendors.

With our automated messaging system, your practice faces no additional workload, eliminating the need for daily manual tasks. Every incoming message is sorted by patient and appointment context, ensuring a seamless experience. We prioritize strict HIPAA compliance to maintain privacy and safeguard sensitive information. All communications are secured and encrypted, and we guarantee that your data will not be shared with any third parties. Each feature is carefully designed and continuously enhanced based on feedback from practices, allowing us to address their concerns promptly. Clients appreciate our commitment to listening and responding quickly, as we focus on creating features that truly benefit their operations. We emphasize flexibility and customization, ensuring that every aspect of our service is refined through ongoing collaboration with our users. Our dedication to continuous improvement is evident in every detail we provide.

Connect Patient by ChartLogic is an adaptable patient portal designed for mobile use, offering a variety of functions. This online solution facilitates seamless communication and interaction between healthcare providers and patients, accessible from any device or web browser, which ultimately elevates the standard of care and enriches the patient experience. For healthcare providers, essential features encompass patient history, secure messaging capabilities, intake forms, and reminders for upcoming appointments. Meanwhile, patients benefit from key functionalities such as the ability to request appointments, pay their bills electronically, and submit requests for prescription refills, ensuring a comprehensive approach to their healthcare needs. Overall, this platform significantly enhances the interaction between patients and providers, fostering a more efficient healthcare environment.