Best Patient Engagement EMR Software Buyer's Guide 2025
Mike Garcia
Oct 31, 2025
214
Mike Garcia
To understand how the software works, it is advisable to learn about the functionalities of the software. Before adopting Patient Engagement EHR Software, we should check if the software has the following key features:
Secure Communication – Patient Engagement software must offer safe messaging. This allows providers and patients to communicate in a safe and encrypted way.
Appointment Scheduling – The Patient Engagement EMR software must offer patient appointment scheduling. This allows patients to search for and book appointments online. This can also be incorporated with the practice's EHR or EMR software system.
Appointment Alerts – The top Patient Engagement EMR software system must send appointment reminder alerts. This enables medical staff to remind patients of scheduled clinic visits through email, text messages, or phone calls.
Patient Forms – Patient Engagement EMR software solution should allow patients to fill out new patient forms electronically and provide their health history, medication lists, etc.
Patient Documentation Management – The software must allow patients to view, download, and transmit their health reports, lab test results, and other medication summaries from one practitioner to another practitioner.
Billing – The EMR software must be able to shorten the revenue cycle by offering more payment options to patients.
Electronic Medical Records Software (EHR Software) is the electronic method of storing medical records for patients. Using specially designed software, physicians and other medical professionals can store a wide range of information, from patient demographics to detailed clinical records, including medical history, social history, lab reports, and more.
Since all medical providers (MDs, DOs, PAs, NPs, LCSW, OT, etc.) work distinctly based on their background and medical specialty, EMR Software or EHR Software must accommodate the unique style and documentation requirements. Examples of such specialty-specific features include the ability to annotate images or store before/after photos for Pain Management specialists and Dermatology specialists, respectively. Similarly, specialties such as Pediatrics, Cardiology, Podiatry, Ophthalmology, Neurology, Nephrology, Dialysis Centers, Rheumatology, and Chiropractic Care require their unique set of specialty-specific features to simplify adoption.
Since the introduction of the HITECH Act, healthcare IT has undergone a massive transition, starting from the widely recognized Meaningful Use program to what is now known as MACRA, the Medicare EHR Incentive Program. The Meaningful Use program has transformed and now forms part of the four components of the new Merit-Based Incentive Payment System (MIPS), which is a fundamental part of MACRA.
For some medical practices, the transition from paper-based records to EMR Software (Electronic Medical Records Software) has not been a simple one. Regardless, realizing that the benefits of utilizing ONC Certified EMR Software far outweigh the hassle and challenges associated with it, ensuring a viable future, most practices today have successfully transformed their clinical and administrative operations to EMR Software.
Aside from ensuring tangible financial incentives and profitability, practices converting to EMR / EHR Software have seen the following benefits:
Just like a medical specialty, EMR Software requirements also depend on the size of the medical practice. From solo-provider clinics to large multi-provider, multi-specialty clinics, every practice has unique inherent challenges that must be addressed by the EMR Software vendor.
A small doctor’s office not only has a limited number of staff members but also a smaller EMR Software budget. Due to these budgetary constraints, many providers simply employ Free EMR Software or choose an affordable EHR Software vendor with a low fixed monthly fee. Cloud-based access is one such important requirement so that these providers can access patient charts even from home when needed.
Medium-sized medical practices usually consist of five to ten medical providers, often belonging to the same medical specialty. Their requirements are more stringent, and their budget is also considerably larger. Aside from specialty-focused requirements (EHR Software by Specialty), these practices also require unique features such as interoperability, dedicated customer support, multi-device support, and extensive reporting functionality to keep an eye on the overall performance of the practice.
Larger group practices generally comprise more than fifteen or, often, twenty medical providers. These practices usually provide medical services that fall under various medical specialties (Orthopedics, Pain Management, Surgery, Chiropractic Medicine, Family Medicine, etc.). Therefore, these practices require support for multiple users to access the system simultaneously and for the Scheduling software to accommodate multiple locations, providers, and resources, such as dialysis chairs and procedure room allocation. These practices also keep replacing or adding staff members, and need a scalable solution.
EMR software companies, such as Epic, Cerner, AllScripts, NextGen, Athenahealth, IMS by Meditab, eClinicalWorks, Meditech, McKesson, and MEDHOST, typically target and provide solutions for larger corporations, including hospitals, ACOs, PCMHs, IPAs, CINs (Clinically Integrated Networks), and public health departments.
These customers have the most elaborate list of requirements, which are usually documented in the form of an RFI or RFP to assess and shortlist vendors that can meet them. The requirements consist of features like inventory management modules, interface with local labs (LIS), machines, and diagnostic equipment, along with drug dispensing (pharmacy management software) and electronic medication administration records (EMAR), etc.
These entities also require the EHR software to integrate with multiple other software and medical devices.
Since the introduction of Meaningful Use (MU), most healthcare practices have little or no choice but to convert their practice operations to EHR software. However, most providers today select the EHR software solution that best suits their specific needs and must perform an extensive search to evaluate all available options before they find one that is suitable. Most potential EMR Software buyers in the market today have the following in common:
Although #3 is ideal, every provider and practice workflow is unique, and what works for one provider may not suit another. “One size fits all” simply doesn’t apply in healthcare IT. Software experts and industry specialists are an ideal source of information and advice, and ultimately ensure that the right decision is made.
EMR software includes several types of software based on specific applications or functionalities:
Small doctor offices benefit the most from Cloud-based EMR Software technology since minimal to no upfront cost or maintenance is required, and accessing the EHR Software is possible from any location, given the availability of internet access. This type of EMR software is also device-independent in most cases and can be accessed using devices such as Smartphones (Android & iOS), iPhones, iPads, laptops, and desktop computers. The move to the public cloud for healthcare is vital in the current changing landscape. For practices that don't adopt new cloud services, the old inferior feature set, coupled with the higher prices, will hinder the business dramatically. This gulf between the old software and the new cloud-based software will only grow exponentially as time goes on.
This is the most significant requirement for most software buyers today, as the software must comply with the standards and guidelines set by the Office of the National Coordinator (ONC). The online repository details all software vendors and their compliance with the ONC's measures (Click here). Software that complies with these standards has undergone rigorous testing and is confirmed at a benchmark level defined by the federal body. The software testing done during this exercise checks all areas of the EMR Software system, from Patient Portal access to the way the EHR Software communicates with other programs and entities like labs, Pharmacies (via e-Rx), hospitals, HIEs, etc.
With competition rising in healthcare IT, EMR software providing integrated Practice Management software (PM software) as part of their overall software package easily outperforms rivals with standalone EHR Software, including those that may provide specialty-specific EHR software. EMR Software companies with integrated Practice Management solutions often tend to provide extensive reporting capabilities to track practice performance and manage business operations better.
Medical practices require software systems to streamline operations across the board. One such important area is billing for services rendered and communications with insurance companies. Medical Billing Software, therefore, works best when integrated with the Electronic Health Records (EHR) software. All clinical documentation seamlessly conforms to the required standard and forms a financial document that can be electronically sent to payers (insurance carriers) to verify and process at their end. This simplifies the operations and ensures all parties are on the same page when it comes to the financial health of the enterprise. Medical billing software system helps practices and medical billing managers generate claims, patient statements, verify patient eligibility, and more. This software is ideal for practices that want to handle billing in-house and can integrate with EMRs.
An EMR Software must ensure the security and safety of patient records while ensuring privacy and HIPAA compliance for patient/doctor communication (Patient Portal). This is a paramount concern for physicians, and HIPAA compliance should be guaranteed at all times by the EHR Vendor. Most Vendors today (Epic, Cerner, Athenahealth, AdvancedMD, PrognoCIS, Modernizing Medicine, eClinicalWorks, etc.) are aware of the importance of HIPAA compliance and have taken steps to ensure the safety of patient records security in every section of the EHR Software, using advanced tools like data encryption technologies to enhance the security of the EMR software.
One of the decisions your practice will have to make is whether you want just an EMR software or one with an integrated Practice Management (PM) software for billing and scheduling. There are advantages to having both together, but there have been cases where some practices only go for one if they had unique requirements that a vendor could not fulfill, or they had already paid a hefty amount for a PM software and weren't looking to replace it yet.
Doctors are not IT professionals, and though some might be tech-savvy, it would be egregious to expect them all to be experts on EHR software. Ease of use is essential to make the transition from paper to electronic smooth, as well as the day-to-day practice to go along without a hitch. If the software is too complicated and hard to understand, it's a waste of precious time and needlessly aggravating. Some vendors offer free training, while others don't; make sure you ask for training if your practice needs it.
Not all specialties are created equal, so why must their software be generic? Basic EHR software works well and is good for general practice and most specialties, but doctors have complained that specialty-specific not available in the market. The specialty software has inbuilt recording systems that make specialty practices function efficiently. Only a few vendors provide specialty-specific software, so there aren't many to choose from. But more vendors are cottoning on to the demand, and there should be more options shortly.
Support is a major issue most practices have with their current vendors. A good support team can make small glitches to major roadblocks easy to maneuver, while a bad one will just make things worse. Some vendors provide support as part of the plan you're already paying for, while others charge extra for support. Scout the market, read reviews, or just ask point-blank if there will be a special support team assigned to each practitioner and whether you'll be charged for the service.
There are varying price lists out there; some offer free services, while others charge an arm and a leg for specialty services. Either way, there will be hidden costs that you might get to know about later. Fix your budget and talk to vendors you interview about hidden costs within the contract and whether services such as training and support are free.
Smartphones have changed the dynamics of mobile usage. Handheld devices are easy to carry around and can be used for a number of purposes. Most people are ditching the cumbersome PC for a handheld device. Doctors mostly use iPads or Tablets in the examination room to take down patient symptoms, check history, and note down the prescription, so the vendor must have a mobile application that is synced with all the mobile devices being used in the practice.
Like anything else, the EMR software industry is also subject to constant changes. From new technology to legalities and governing bodies, everything is constantly changing. Here are some of the changes I think it would do well for you to keep track of.
At a healthcare conference, Andy Slavitt, the administrator of the Centers for Medicare & Medicaid Services, declared that Meaningful Use was over. Since then, Meaningful Use has been renamed Promoting Interoperability, along with new updates to its principles.
The program has been overhauled, with the CMS (Centers for Medicare and Medicaid Services) dedicating the program to the exchange of health information and patient data as well as encouraging medical professionals to implement Certified Electronic Health Records (EHR) technology.
It's no surprise that more vendors are switching to Cloud-Based EMR software. Cloud-based EMR software systems can cut down on steep upfront costs that otherwise would be spent on client servers, and they can even be hosted from any device with an internet connection and web browser, making them a much more convenient option. Research has found that only 25% of practitioners are interested in a web-based EMR system, while 50% are willing to have it as an initial model that eventually transitions to a cloud-based.
The growth of your practice can be greatly benefited by boosting patient engagement. One approach can be to make resources and content readily available within patient communities. Another can be to increase patient outreach. Additionally, regular appointment reminders (which can be handled via appointment reminder EMR software) can reduce cancellations and improve patient engagement.
Whilst better patient access is expected of many EHR software systems, the feature has not been completely integrated yet. According to a study in 2019, only 10% of patients (who had access to their records) viewed them. Additionally, of these patients, 63% were encouraged to do so by their respective providers. Vendors of electronic medical records software (EMR software) are updating their systems to be easier to navigate and to better suit patients’ requirements; this also prepares EMR systems for potential future regulatory changes. More health practices are also providing more guidance and raising awareness to encourage more patients to regularly check their health records before appointments.
Electronic Health Records software systems must be inclusive of a wide range of digital capabilities. By working towards better data liquidity, data will be more accessible, thereby increasing the EHR footprint, all without compromising security. Additionally, implementing interoperable electronic health record systems (EHR systems) would also allow better access and exchange of patient information between healthcare organizations.
While many electronic medical records software systems facilitate better accuracy and efficiency, human error is not completely eradicated. Error prevention is something that is not currently addressed properly in EMR and EHR software. In previous years, it was common to blame handwriting for inaccurate paper prescriptions; however, even with computers, relying too much on them can be dangerous. In one instance, a 16-year-old patient was prescribed 38 tablets of medicine (in 2013), which resulted in an overdose. Currently, Electronic Medical Records (EMR) Software developers are developing solutions, such as decluttering physician notification centers to allow more time to be spent with patients and reduce distractions.
There are many benefits to a patient portal EMR system. They eliminate the need for paperwork and manual data retrieval, and they provide a direct portal for patients to view their medical records. By allowing easy access to their records, patient portals also encourage patients to be more involved in their healthcare, which enables medical practitioners to make easier diagnoses.
Artificial intelligence and machine learning have both had major impacts on healthcare IT in recent years. It is likely that as these continue to evolve and change, they will have just as big an impact on EMR software systems. AI and machine learning algorithms can improve Electronic Health Records software by making it more intuitive and efficient, and they can help streamline medical workflows and improve patient outcomes. Applying these technologies to EHR software systems can also enable physicians to provide much more personalized and proactive care by identifying any potential health issues early through analysis of patient data. By providing access and insights into large amounts of patient data, artificial intelligence and machine learning algorithms have the potential to revolutionize clinical research and drug development.
