Client Management Software - opinions needed!

I use Healthie EHR for my patient advocacy practice, and I love it! I use it for client records, sharing documents and monthly summaries, and managing packages and payments. I really appreciate having those pieces together in one place.

For me, it’s been a worthwhile investment. I’d recommend looking at it and comparing the plan options against the features you’ll actually use. Happy to answer questions about how I use it in my practice!

I also use Healthie for both my independent practice and through Umbra. The pricing is very reasonable, and as Ashley said, it has decent functionality. Some aspects of it are a little less user-friendly, but for the most part it is fairly common-sense and easy to figure out. I trialed MyJunna and loved it. I looked into it early on in my business, and at the time, it wasn't cost-effective for me. I do plan to adopt it eventually as my client load picks up.

I had the opportunity to review a program that I really like — it has not launched, but they are offering a demo and waitlist. It is called Insina Health. Here is a link to the cite: insinahealth.com/

I couldn't operate without My Junna. Being able to track my time, create invoices, keep my client's information at hand, and document what work I have done all in one place was a game changer for me. I do not use all of their tools, but the ones I do use make a daily impact.

So, MyJunna is the company I had my eyes set on, but the treated me pretty badly So, I'm conflicted.

You love it though?

I have been with them for 6 years and haven't researched other options, so there may be a better one out there, but My Junna has served me well. Their portal isn't the best. It is complicated for clients to use, but most of my clients don't use it anyway. There is a lot in that their system will do that I do not use. Mostly features that are an add on fee. But for the note tracking, time keeping, invoicing (I send out my own instead of their automated option), and ability to keep information in one place with easy access, it has worked well for me.

I use SuiteDash and absolutely love it, they offer everything I need, and as each employee completes the task they need to do it automates to the next hand down, like for example once intake has them onboarded and the consult appointment set it automatically goes to the advocates for care and work.

A quick sanity check as you weigh options. Skip the portal obsession: Most clients in a health crisis do not want another login, password, and 2FA to manage. They want clear PDF briefs, organized agendas, and clean invoices delivered directly to them.

Audit your true day-one needs: the majority of solo advocacy comes down to four basics: tracking time/retainers, structured encounter notes, medical chronology mapping, and visit agendas. Most everything else is bloated software overhead.

Watch the lock-in: When a platform controls your records, switching later if pricing jumps or support degrades is brutal.

If you're already having a bad experience with a vendor before signing an agreement, trust that instinct. Keeping early overhead near zero and owning your records locally often serves a solo practice far better than renting clinical software.

I'm using Carepatron. It's so-so, but gets the job done. I'm planning to consider other platforms as my business grows, but Carepatron has a pretty solid free-tier so I'm finding it to be a good option as a «starter home» so to speak.