Small-Business, 11-50 employees
“latest update made workflow harder”
Pros
One feature I truly value is how it automatically fills in benefits for me. I also love that I can send estimates to patients quickly and on time. There are so many useful features built in and I find it very easy to move around and get my work done.
Cons
We really don't like the latest update because it prevents us from changing the total estimate which makes correcting amounts due a real hassle. Since this change went live, about five of the ten letters I usually send won't go through anymore. At this point we're unable to edit anything at all and it's made our workflow much more frustrating.
Rating Distribution
Ease of use
5
Value for money
4
Customer Support
5
Functionality
3
Small-Business, 11-50 employees
“easy with use”
Pros
At first, the switch over wasn't easy for me or my team. But after I got familiar with the layout and tools, everything started to feel much more natural to navigate and now I'm really impressed with how simple it feels.
Cons
One thing that bothers me is that not all payors are available yet, I sometimes struggle to figure out which payor to select when it's not listed as a main payor.
Rating Distribution
Ease of use
7
Value for money
10
Customer Support
10
Functionality
10
Mid-Market, N/A employees
“improved my work efficiency!!”
Pros
Every feature included in this tool genuinely helps me do my job more efficiently.
Cons
Occasionally it malfunctions and I can't seem to edit some letters.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Small-Business, 11-50 employees
“No Multiplan option..”
Pros
Being able to email an estimate directly to a patient is something I really appreciate. It saves me time and feels convenient. I would love a way to confirm whether the patient actually opened the email, though.
Cons
What bothers me is the absence of a Multiplan contract option and now we can't edit the letter anymore, I've also noticed it sometimes fails to apply discounts correctly.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
7
Functionality
5
Mid-Market, 500+ employees
“Fast, accurate, easy to use tool”
Pros
the tool runs quickly, feels easy to operate and gives me accurate results.
Cons
One limitation I ran into is that I can't edit the letter afterwards, for example, I couldn't add another phone number, include a dollar sign, or change the estimated amount format.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Mid-Market, 500+ employees
“Misses some copays and insurance plans”
Pros
What I like most is how easy it is for me to move around the site and complete tasks without confusion. The whole setup feels clear and manageable.
Cons
I've found the biggest shortcoming is that the tool doesn't consistently locate copay amounts for outpatient surgeries, so I end up having to either call the insurer directly or visit the insurer's website to confirm. Another frustration is that not every insurance plan we work with has been added into the system which complicates things.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
7
Functionality
5
Small-Business, 11-50 employees
“Great transparency on services”
Pros
I've noticed it provides a clear explanation of the service being delivered which helps me feel confident about the information shared.
Cons
What frustrates me most is that the app doesn't calculate and show the total amount for each facility and for the professional fee, so I'm left having to compute those numbers on my own. I'm repeatedly finding it inconsistent when multiple codes are used, it doesn't reliably apply the second and third discounts which forces me to double-check everything and wastes time.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
7
Functionality
6
Enterprise, 500+ employees
“Support is friendly and responsive”
Pros
My support experience has been excellent. When I had a question about a CPT code that wasn't generating a charge, the team responded quickly. I found the staff friendly and they resolved my issue efficiently every time.
Cons
I rely on this tool every day at work, it's a genuinely useful service. Because the system is so user-friendly it makes my tasks simpler and I'm confident the estimate information I send to patients is accurate and precise, consistently so.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
9
Mid-Market, 500+ employees
“System struggles with ASC vs Clinic charges”
Pros
I really appreciate that appointments are logged automatically, because it makes them easy for me to find later and ensures all the important details are included.
Cons
One thing I've noticed is the system doesn't distinguish charges between the Clinic and the Ambulatory Surgical Center, so I spend extra time separating those fees, it also fails to apply the second-procedure discount consistently.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
7
Functionality
5
Enterprise, 500+ employees
“Easy to use in daily workflow”
Pros
Overall, I'm impressed with how easy the product is to use and I find it very approachable in my day-to-day work.
Cons
What I don't like is that I can't edit any of my entries.
Rating Distribution
Ease of use
7
Value for money
10
Customer Support
10
Functionality
10
Enterprise, 500+ employees
“Shows exact costs for appointments”
Pros
this app really lays out exactly what costs I'm responsible for with healthcare, so I can go into appointments better prepared for the medical bills coming up.
Cons
great tool but people often ignore the messages they're sent and with so many scams and security concerns out there, I don't always trust the notices that arrive by email or text.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Small-Business, 11-50 employees
“easy and simplifies work”
Pros
Using it is really easy, I use it every single day for my job and it makes my workflow simpler.
Cons
Every so often the letters end up in patients' spam folders instead of their main inbox and I notice they don't see them.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Mid-Market, 500+ employees
“Information is sometimes inaccurate”
Pros
I'm finding the interface very convenient and whenever I reach out the support team gets back to me quickly.
Cons
In my experience, the information shown isn't always accurate. I've noticed it struggles with calculations, when I did the math manually I consistently found more precise results. The system can be unreliable at times and I'd like it to pull more up-to-date benefit data.
Rating Distribution
Ease of use
7
Value for money
5
Customer Support
8
Functionality
4
Small-Business, 11-50 employees
“Quick estimates save time”
Pros
This tool really does all the heavy lifting for me, I only need to enter whatever information I have and it quickly produces a reliable estimate. It's incredibly convenient and a huge time-saver in my fast-paced field where I simply don't have time to calculate everything myself.
Cons
I'd love to see more insurance providers with pricing available for Maryland, I wish there were a broader selection of insurers and their rates listed for MD.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
7
Enterprise, 500+ employees
“Insurance verification is fast”
Pros
What I like is that I can verify insurance quickly and efficiently which saves me a lot of time compared to manual checks.
Cons
What bothers me most is when there's a communication error, because it really stops me from getting anything done and makes the experience the least helpful.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
7
Functionality
10
Enterprise, 500+ employees
“Automatic insurance details are convenient”
Pros
Creating estimates is feasible for me and I like that it automatically fetches insurance details on my behalf.
Cons
The main issue I find is it doesn't include every insurance agreement my business relies upon which can be frustrating.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Mid-Market, 500+ employees
“User-friendly with helpful support”
Pros
the best part of using this tool is how simple it is. I find it extremely user-friendly. Their customer support has been very helpful and is usually quite quick to resolve issues.
Cons
I'd say the only problems I've had with this tool were due to my own mistakes.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Mid-Market, 500+ employees
“Coverage check across payers is useful”
Pros
One feature I truly appreciate is being able to check coverage across most payers. When I'm unsure which insurer a patient has, this tool gives me a helpful indication of who their coverage might be through, although I do wish it could identify plans more precisely, BCBS policies in particular can be tricky. We rely on it mainly for calculating benefits and it performs very well in that role. For surgical estimates we use it to generate cost estimates, draft a patient letter, send that letter directly to patients and confirm within the application that they actually opened and viewed the correspondence. For those workflows, this program is excellent.
Cons
Personally, I don't have any strong dislikes about this tool. It's occasionally not the most convenient or user-friendly system but once I've learned the workflow, it runs really smoothly and becomes very reliable.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
8
Functionality
9
Enterprise, 500+ employees
“waiting to roll it out across our whole organization”
Pros
The charting and graph tools have been extremely helpful for me. I can drill all the way down to individual CPT codes and break the data out by payer or location. My team and I depend on those visuals to figure out exactly where we need to focus our time and resources.
Cons
Because our organization is very large with multiple locations and divisions, we haven't yet been able to make full use of the product across the board. We're patiently waiting for the build to be further refined so we can roll it out and leverage it more completely.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
7
Functionality
6
Mid-Market, 500+ employees
“Automated estimates save time”
Pros
Over the years, we've searched for better ways to improve efficiency and patient satisfaction. When we introduced the automated estimates feature, I quickly saw how much time it saved us. I like how flexible the settings are, since they help me tighten up workflows and improve our patient accounts receivable.
Cons
However, I was disappointed that the advertised work-queue feature fell short of our hopes, it wasn't particularly convenient or flexible enough for the various departments to adapt it to their specific tasks and workflows.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
7