Practice Management

Practice Management software, from check-in to payment.

Practice Management software that runs the business side of your clinic, unified. Demographics, appointments, claims, real-time eligibility, ERAs, reminders, and analytics: all tuned to how your practice actually runs. Robust for multi-provider and multi-location groups.

4 major clearinghouses Eligibility, Claim scrubbing & ERAs built in HIPAA-secured
Althea Smart EHR
25 Years
Serving Practice Management Nationwide
99%
Client Retention Rate
Why Practices Choose Our Practice Management

Run the business side of your practice.

Your practice management software is the backbone of your operations. We built it to be robust and reliable, so you can steer your practice through anything.

Front Desk to Back Office, Unified

Demographics, scheduling, claims, payments, reporting: all in one system with one login, one database, one source of truth. No handoffs, no double entry, no reconciling modules.

Faster Collections

Streamlined billing workflows and real-time eligibility and claim scrubbing checks help reduce claim rejection and denials to improve cash flow.

Real-Time Visibility

Dashboards give instant insight into revenue, claims status, and practice performance.

The Practice Management Platform

Practice Management software, seven modules deep.

From the moment a patient calls to the moment a payment posts, every step of the practice lifecycle is covered. No bolt-ons, no third-party seams, no reconciling between systems.
01 · Patient Demographics

Everything about every patient, in one place.

Capture and maintain a complete patient record (contact details, insurance, emergency contacts, referral source, preferred pharmacy, case history) with validation rules that catch typos before claims get denied.
  • Multi-insurance support. Primary, secondary, tertiary, with coordination of benefits logic built in.
  • Merge Duplicate Patient Records: Eliminate duplicate charts and maintain a single, accurate patient record every time.
  • Patient Alerts at a Glance: Highlight critical information directly within patient demographics so staff can instantly see important notes before every interaction.
02 · Appointments

The schedule that runs your day.

Book, reschedule, check in and check out across locations, providers, and resources. Color-coded appointment types show at a glance.

“See your entire day at a glance.”

  • Multi-location, Multi-Provider. Operate across providers and locations with complete visibility, standardized workflows, and centralized control.
  • Smart Scheduling, Simplified: Automate recurring visits, block provider time, and view daily or weekly schedules across all providers in one place.
  • Auto-verification on schedule. Every upcoming appointment verified overnight, so you can easily identify no-shows and confirmed visits with intuitive visual indicators.
03 · Claims

Submit clean claims,faster

Generate HCFA-1500 and UB-04 claims directly from the encounter. Built-in scrubbing catches modifier, diagnosis, and payer-specific errors before submission, so you send claims that actually pay.

“Reduce rejections before they happen.”

  • Automatic Claim Creation: Claims are generated instantly when an encounter is closed, with DX and CPT codes included, ready for electronic submission.
  • Pre-submission scrubbing. Flags missing modifiers, bad CPT/ICD combinations, and payer-specific issues.
  • Batch & single submit. Send a day’s worth of claims in one click or submit individually for time-sensitive cases.
04 · Clearinghouse

Multiple clearinghouses, one platform.

Native integrations with Change Healthcare, OfficeAlly, Trizetto, and Waystar. Electronic claims submission and real-time eligibility verification work through your choice.
  • Real-time eligibility. Check coverage, copay, deductible, and plan details in seconds before the visit.
  • Claim Scrubbing: Built-in validation catches missing or incorrect information so claims go out clean the first time.
  • Full visibility into every submission. Track claim status end-to-end (submitted, accepted, rejected, paid) with timestamps from the clearinghouse and payer.
05 · Payments & ERAs

Auto-posted ERAs. Reconciled in seconds.

Electronic Remittance Advices post automatically against the right claims, patients, and providers. What used to take hours of manual posting takes seconds, and every dollar is tied back to its source.

“Turn hours of posting into seconds.”

  • Auto-posting with exception handling. Straight-through posting for clean ERAs, flagged review only for mismatches.
  • Get Paid Faster, Automatically: Outstanding patient balances trigger automated text reminders with easy credit card payment links, improving collections without staff effort.
  • Statements that get paid. Print in-house or automate via BillFlash, with six customizable formats.
06 · Patient Reminders

Fewer no-shows. Less phone tag.

HIPAA-compliant SMS and email reminders for appointments, balances, telemedicine ratings, and more. Confirmations show up on the appointment book. Mass messaging and secure two-way texting built in.
  • Smart Appointment Texting: Send confirmations and reminders via SMS in one seamless workflow.
  • Two-way confirmation. Patient replies to confirm or to reschedule, and status updates on the appointment book automatically.
  • Mass messaging. Office closures, policy changes, flu-shot campaigns: reach your whole panel in one send.
07 · Reports & Analytics

The numbers behind your practice.

Financial reports, productivity reports, denial trends, collection rates, A/R aging, all out of the box. Export to Excel, schedule to email, or build custom dashboards. See the health of your practice, not just your patients.
  • 80+ standard reports. From basic day sheets to provider productivity, denial analysis, and aged A/R.
  • Custom Reports. Slice your data any way you need: by provider, location, payer, CPT, or date range.
  • Value-Based Care Dashboard: Track patient populations, identify care gaps, and monitor key metrics like demographics, conditions, and risk factors, all in one powerful, filter-driven view.
See Practice Management in a Live Demo →
Certified & Recognized

Independently Rated. Federally Certified.
Physician Approved.

Rated & Reviewed by Peers
Certified & Compliant
See Why Physicians Choose Althea Smart EHR
From the MD Synergy Blog

Practice Management Insights

Practical guides and product updates on running a stronger, more profitable practice.

Visit the Blog for More Insights
Frequently Asked Questions

Practice Management

The essentials, answered briefly.

Clearinghouses
Which clearinghouses do you connect to?

Our Practice Management is natively integrated with Change Healthcare (formerly Relay Health), Emdeon, Trizetto, and Waystar. Submit claims and verify eligibility through whichever you prefer, or use multiple for different payers.

Eligibility
How does real-time eligibility verification work?

Right from the appointment book or patient chart, click Verify, and the system checks with the payer through your clearinghouse and returns coverage, copay, deductible, and plan details in under 2 seconds. Auto-verification runs overnight for every next-day appointment.

Claims
What does “claim scrubbing” actually catch?

Before submission, the scrubber flags missing modifiers, bad CPT/ICD combinations, payer-specific formatting issues, and duplicate claims. You fix them once at the source, not after three rejection cycles.

ERA
Do ERAs really post automatically?

Yes. When the ERA math matches a claim perfectly (correct patient, correct amount, correct adjustments), it posts automatically. Exceptions get queued for review, so staff only touches the ones that need human judgment.

Switching
What’s involved in switching from my current PM system?

We help with data migration from your current system (patient records, appointment history, open A/R, fee schedules, payer contracts), and handle clearinghouse enrollment. Your implementation specialist will walk through the specifics of your setup.

Reporting
What reports come standard?

80+ standard reports: day sheets, aged A/R, provider productivity, denial analysis, payer mix, collections by payer/CPT/provider, appointment utilization, and more. Custom Reports for anything else. Schedule reports to email automatically.

Reminders
Are patient reminders HIPAA-compliant?

Yes. SMS and email reminders run on HIPAA-compliant infrastructure with a signed BAA. Two-way confirmation, mass messaging, and telemedicine rating requests all use the same secure channel.

Getting Started
How long does it take to get up and running?

Timing depends on your practice size, specialty, and the system you’re coming from. We handle clearinghouse enrollment, data migration, and training, and your implementation specialist will walk through a realistic timeline for your practice.

See Practice Management in Action

A brief live demo is the fastest way to see charting on your iPhone, iPad, or browser.

Schedule Your Free Demo