{"id":45656,"date":"2020-12-09T15:38:41","date_gmt":"2020-12-09T15:38:41","guid":{"rendered":"\/us\/en\/blog\/?p=45656"},"modified":"2026-02-04T02:26:59","modified_gmt":"2026-02-04T10:26:59","slug":"practice-management-software","status":"publish","type":"post","link":"\/us\/en\/blog\/practice-management-software\/","title":{"rendered":"Practice management software: How to select the best practice management system for your business"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Practice management systems are tools used by professional practices to streamline the management process. Whatever your field of expertise, whether it be medicine, law, or accounting, practice management software is designed to increase practice productivity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keep reading to learn the answers to these questions:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#what\"><span style=\"font-weight: 400;\">What is practice management software?\u00a0<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#core\"><span style=\"font-weight: 400;\">What are core practice management software features?\u00a0<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#whats\"><span style=\"font-weight: 400;\">What\u2019s the benefit of using practice management software?\u00a0<\/span><\/a><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\"><a id=\"what\"><\/a><br \/>\nWhat is practice management software?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Practice management software incorporates everything from administrative tasks to client care. Firms mobilize practice management systems to manage every aspect of their workflow across all operations. Everything from registration to billing is collated on one single platform.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Practice management software is becoming increasingly popular. Requiring only an internet connection, it\u2019s also a simple and low-cost option that firms can deploy across internet browsers, desktops, and client-servers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Image by <\/span><a href=\"https:\/\/www.powerdiary.com\/what-is-practice-management-software\/\"><span style=\"font-weight: 400;\">powerdiary.com<\/span><\/a><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"core\"><\/a><br \/>\nCore practice management software features to look for<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We know that practice management systems are effective. But why? We\u2019re going to discuss some core practice management software (PMS) features. What is it that makes them so useful for busy, professional practices?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Aside from reducing error and storing data, practice management software speeds up operations and frees up much needed time for office staff by eliminating tasks through automation. These tasks include:<\/span><\/p>\n<h3><b>Client scheduling<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Practice management software allows professionals and administrative staff to make bookings and schedule appointments across multiple providers and locations with ease. More and more often, clients can schedule their appointments online and receive<\/span><a href=\"https:\/\/www.ringcentral.com\/mobile-app.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\"> text or email<\/span><\/a><span style=\"font-weight: 400;\"> reminders for their bookings.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As well as allocating appointments, practice management software helps staff members optimize scheduling with the help of real-time insights. This prevents scheduling conflicts, double-bookings, and optimizes providers&#8217; time with clients.\u00a0<\/span><\/p>\n<h3><b>Claims process<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Practice management software systems save staff time by preparing billing statements and electronic claims after client interactions. These systems scan bills and claims for regulation adherence, update automatically, and detect and notify staff of any errors.\u00a0<\/span><\/p>\n<h3><b>Data and reporting<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Practice management systems help service providers access client or patient information quickly, and in one place. This includes basic contact information, as well as essential clinical, legal, cash flow, or financial information and insurance eligibility. Reporting parameters can be customized to suit each practice, with preset reports. Management of sensitive or private data is critical, too. The best solutions ensure practices stay compliant with legislation such as HIPAA.\u00a0<\/span><\/p>\n<h3><b>Automated invoicing<\/b><\/h3>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.getyooz.com\/blog\/invoice-management-software\">Automated invoicing<\/a> is incredibly useful for most professional firms. Automated invoicing provides one-off templates or scheduled invoices that can be issued automatically at a set date and time. Some solutions also automate the sending of remittance advice when a practice is the payer rather than payee of invoices.\u00a0\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"whats\"><\/a><br \/>\nWhat&#8217;s the benefit of using practice management software? 3 case studies<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Many different professional industries benefit from practice management software solutions. Each industry\u2014and each firm\u2014will have its own unique management needs. As well as needing interoperability with their own unique tech stack. It\u2019s therefore important to choose a management platform that suits your niche and organizational pain points.\u00a0<\/span><\/p>\n<h3><b>1. Medical practices<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">It\u2019s becoming increasingly common to find medical practices switching out manual administration for automated system management. By choosing the right <a href=\"https:\/\/pabau.com\/blog\/best-medical-practice-management-software\/\">medical practice management software<\/a>, medical practices can manage their revenue cycles with greater efficiency.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s because practice management software automates all administrative and billing functions, saving hours of tedious work. Now medical practices can manage everything from patient demographics to electronic medical records (EMR) and appointment scheduling\u2014to avoid those frustrating no-shows\u2014all in one place. Other features include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Patient registration\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User-friendly patient portal<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Insurance eligibility and claims\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Medical billing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Electronic health records (EHR)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Scheduling appointments, check-ins, and follow-ups \u2014 for example, by using a tool like <a href=\"https:\/\/www.ringcentral.com\/apps\/call-optimizer-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\">Sikka<\/a>, which integrates with RingCentral&#8217;s phone system to show a patient&#8217;s past records on the screen while on a call:\u00a0<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.ringcentral.com\/apps\/call-optimizer-ringcentral\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-38003\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/sikka-call-optimizer-e1607439350348.jpg\" alt=\"sikka-call-optimizer ringcentral integration\" width=\"900\" height=\"517\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Medical practices should look for strong scheduling, record keeping, patient communication, and health information features. As the world continues moving towards a working-from-anywhere approach, practice management software can also facilitate a smooth transition to becoming a <\/span><a href=\"https:\/\/www.ringcentral.com\/how-to-run-healthcare-practice\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">remote-friendly medical practice<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some popular medical practice management systems include:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drchrono<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kareo<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">NextGen Healthcare<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Athenahealth<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Practice Fusion<\/span><\/li>\n<\/ol>\n<h4><span style=\"font-weight: 400;\">Case study: AseraCare Hospice\u00a0<\/span><\/h4>\n<p><a href=\"https:\/\/www.ringcentral.com\/whyringcentral\/casestudies\/aseracare.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">AseraCare<\/span><\/a><span style=\"font-weight: 400;\"> is a hospice and palliative healthcare provider, offering medical and nursing care, social work, and counseling. With the help of RingCentral\u2019s telecommunications solutions, AseraCare has improved its patient care with analytics-driven customer engagement.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Matt Dillman, IT Support Supervisor at AseraCare, chose RingCentral to provide the communications functionality the company needed. Using call analytics has allowed the hospice to ensure all callers receive an exceptional level of support.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Because RingCentral is cloud-based, Dillman was able to reduce initial costs and maintenance fees. The operating system is perfect for the organization&#8217;s mobile and home-based staff. It offers employees the ability to <\/span><a href=\"https:\/\/www.ringcentral.com\/office\/features\/call-forwarding\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">manage their phone settings flexibly<\/span><\/a><span style=\"font-weight: 400;\">, whether they use an Android phone, iPhone, or other iOS operated device:<\/span><\/p>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/09_TMMYemMU\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/09_TMMYemMU\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/09_TMMYemMU\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<h3><b>2. Law practices<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Legal practice management systems are functionally very similar to medical practice management systems. The only difference is that a legal practice will require a unique set of features and tools for the running of their firms, whether in-person or via <\/span><a href=\"https:\/\/www.ringcentral.com\/running-remote-legal-practice\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">remote working<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Legal practice management software is an all-in-one solution that helps law firms manage their workflows and business operations. That could be things like cases, contacts, time-tracking, billing, and scheduling.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Just like with medical practice management software, legal practice management software allows firms to store all their information in a single, secure environment. This facilitates coordination and task management, and makes it easier to share information.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, legal practice management systems make light work of administrative workloads and reduce error. Typical tools in a legal practice management software include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Case management\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Document management\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact management (CMS)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task management \u2014 You don&#8217;t always need a task management-specific app either. For example, <a href=\"https:\/\/www.ringcentral.com\/rcapp.html\" target=\"_blank\" rel=\"noopener noreferrer\">RingCentral&#8217;s desktop and mobile app<\/a> offers not only team messaging and video conferencing, but also the ability to create and assign tasks to teammates right within a team chat:<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.ringcentral.com\/rcapp.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-44657\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/ringcentral-app-for-real-estate-new.png\" alt=\"insurance task in ringcentral app\" width=\"900\" height=\"601\" \/><\/a><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Billing, reimbursement, and online payments<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Time or billable hours tracking\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Business data insights\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Some popular legal practice management systems include:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">App4Legal<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Athennian<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Amberlo<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Time Matters<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Osprey Approach<\/span><\/li>\n<\/ol>\n<h4><span style=\"font-weight: 400;\">Case study: MHP&amp;S<\/span><\/h4>\n<p><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/mhps-law-customer-story\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">MHP&amp;S<\/span><\/a><span style=\"font-weight: 400;\"> is a small law firm based in Tennessee. Sean, one of the firm&#8217;s founders, recognized the importance of communicating with clients on a regular basis and being accessible\u2014even when attorneys were away from their desks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">He also knew that the firm needed a phone system and communication platform that allowed the attorneys to use their personal cell phones to make calls and be available, but that could also shield their private phone numbers when they were on work calls. So, they turned to <\/span><a href=\"https:\/\/www.ringcentral.com\/lp\/phone-system\/cloud-based-phone-system.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">RingCentral&#8217;s cloud communications<\/span><\/a><span style=\"font-weight: 400;\"> solution.<\/span><\/p>\n<p>Not only did it give them more flexibility, it also allowed them to flip calls from being voice-only to include video as well\u2014just in case a client wanted to have a more in-depth conversation:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44978\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/Call-to-Video-GIF.gif\" alt=\"flip from Call to Video\" width=\"375\" height=\"812\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Now, MHP&amp;S&#8217; attorneys can work from anywhere and be accessible to their clients.\u00a0<\/span><\/p>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral is designed to make practice management easier by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udcb0<\/span> You can also <a href=\"https:\/\/ringcentral.valuestoryapp.com\/roi-calculator\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"s2\"><b>use this calculator<\/b><\/span><\/a><b> <\/b>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other\u2014and clients.<\/p>\n<hr \/>\n<h3><b>3. Accounting practices<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Accountancy firms are prime candidates for practice management systems. If your firm\u2019s administration is in constant overdrive, a practice management software offers a reliable lifeline. These systems manage the front office and back office operations for accountancy firms, all from one place.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An accountancy practice management system will organize services and track workflows. This increases a firm\u2019s productivity and improves interpersonal relationships both between employees and clients.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A typical accountancy firm will want to prioritize certain features when looking for a practice management system. These features include:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated workflows<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated notifications\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Project management\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Appointment scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Appointment reminders<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Billing, invoicing, and charting accounts receivable\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Some popular accounting practice management options include:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Chargebee<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Acuity Scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">QuickBooks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Accountancy Manager<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CS Professional Suite\u00a0<\/span><\/li>\n<\/ol>\n<h4><span style=\"font-weight: 400;\">Case study: Mowery &amp; Schoenfeld<\/span><\/h4>\n<p><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/mowery-schoenfeld-customer-story\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Mowery &amp; Schoenfeld, LLC <\/span><\/a><span style=\"font-weight: 400;\">was founded in 1996 by a group of large firms looking for a different way to do accounting. This Chicago-based accounting firm is made up of 10 partners and over 90 employees in total. With a large team and diverse client base, they needed a communications system that could keep up.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Chicago firm called on RingCentral to increase the productivity of their employees and partners with cloud-based internet devices and services. Now, RingCentral has helped this top-level firm scale its fast-growing staff even more effectively than ever.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Their growing, younger staff-base wanted more modern communication tools. When the time came to move headquarters, they were hesitant to take their legacy phone systems with them. Instead they opted for a <\/span><a href=\"https:\/\/www.ringcentral.com\/office\/phone-system-features.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">RingCentral<\/span><\/a><span style=\"font-weight: 400;\"> cloud phone system. Now employees can make calls anywhere using an app on their computers or cell phones:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44983\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/switch-devices.png\" alt=\"switch call from video to phone\" width=\"819\" height=\"488\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Selecting the best practice management software\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Upgrading your practice management with the right technology is an important step for all businesses today. With so many practice management software out there, it\u2019s important to choose one that suits your practice requirements.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Medical, legal, and accountancy firms will vary in the tools and features that matter most to them. What\u2019s certain is that deploying a practice management software in your firm will save time and money, whilst <\/span><a href=\"https:\/\/www.ringcentral.com\/teams\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">boosting in-house and remote workflows<\/span><\/a><span style=\"font-weight: 400;\"> accordingly.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Practice management systems are tools used by professional practices to streamline the management process. Whatever your field of expertise, whether it be medicine, law, or accounting, practice management software is designed to increase practice productivity.\u00a0 Keep reading to learn the answers to these questions:\u00a0 What is practice management software?\u00a0 What are core practice management software &#8230;<\/p>\n","protected":false},"author":29,"featured_media":45657,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[],"class_list":["post-45656","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Practice management software: How to select the best practice management system for your business | RingCentral Blog<\/title>\n<meta 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