We're looking for site admins to help grow PracticePath. Interested? Click here to apply.
Home/ Milestone 6 of 8/ Technology & EHR

Technology & EHR

Pick the right EHR, set up your practice technology, and use AI-powered tools to run leaner from day one.

How long will this take?
~2 hours
Active Work
Demos + vendor comparison
4–8 weeks
Waiting Period
EHR setup + staff training
Cloud-based EHRs are plug-and-play these days. Most vendors handle setup and training for you!

My Tasks

0
Ask the assistant below to customize these for your specialty & state

5 EHRs for Small Practices

This is based on input from a small number of physicians. We’d love your help making it better. If you’ve used any of these EMRs (or others we should include), please submit your experience using the edit button on this page. We hope to make this section much more robust over time.
Strong billing, large network
A well-established cloud-based platform known for its revenue cycle management. athenahealth’s billing engine and payer network are among the strongest in the industry, and their claims scrubbing consistently delivers high first-pass rates. The clinical charting side is functional but can feel dated. Recently added some AI documentation features, though they’re not as deeply integrated as newer competitors.
Strengths
  • Excellent revenue cycle and claims management
  • Large payer network with strong denial follow-up
  • ONC-certified, MIPS-ready
Watch Out For
  • Percentage-of-collections pricing can get expensive as you grow
  • Clinical charting interface feels dated compared to newer platforms
Best for: Practices that prioritize billing and RCM above all else, and want a proven track record
Specialty-focused, premium price
ModMed builds specialty-specific EHR modules for dermatology, ophthalmology, orthopedics, pain management, and several other fields. Their templates and workflows are tailored to each specialty in ways that general-purpose EHRs can’t match. The charting experience within a supported specialty is genuinely good. However, the pricing reflects the specialization — ModMed is one of the most expensive options for small practices.
Strengths
  • Best-in-class specialty templates (derm, ortho, ophtho, etc.)
  • Strong procedure documentation and image capture
  • ONC-certified, MIPS-ready
Watch Out For
  • Expensive — one of the highest-cost options for small practices
  • Limited to supported specialties; not ideal for primary care
  • AI features still catching up to newer platforms
Best for: Single-specialty practices (especially derm, ortho, ophtho) with budget for a premium product
Feature-rich, steep learning curve
One of the most widely used EHRs in the ambulatory market. eCW packs a huge number of features into a single platform — clinical, billing, population health, telehealth, and patient engagement. The trade-off is complexity: the interface has a lot of screens and the learning curve is real. Newer AI features (like their “Eva” virtual assistant) have been added, but they’re still maturing compared to purpose-built AI systems.
Strengths
  • Comprehensive feature set at a competitive price point
  • Large install base with active user community
  • ONC-certified, MIPS-ready, strong interoperability
Watch Out For
  • Interface can feel cluttered; significant training needed
  • AI features (Eva) still maturing vs. newer competitors
  • Customer support quality varies widely by region
Best for: Practices that want a do-everything platform at a reasonable price and don’t mind a learning curve
iPad-first, easy to start
DrChrono was one of the first cloud-native, iPad-first EHRs. It’s straightforward to set up, easy to learn, and the mobile charting experience is solid. Good for practices that want simplicity and don’t need heavy customization. Includes basic billing, scheduling, and a patient portal. The platform is lighter on advanced features compared to larger competitors, which can be a plus or a minus depending on your needs.
Strengths
  • Clean, intuitive interface — very low learning curve
  • Strong iPad/mobile experience for in-room charting
  • Affordable entry-level pricing for solo practices
Watch Out For
  • Billing and RCM features are more basic than athena or eCW
  • Fewer integrations and specialty templates
  • Limited AI capabilities compared to next-gen platforms
Best for: Solo practitioners who want simple, mobile-friendly charting and a quick setup
These recommendations reflect the editors’ assessment as of early 2026. Always demo with your own workflows before signing. Pricing and features change — verify current terms with each vendor.

Detailed Guide

Picking an EHR: What Actually Matters

Demo at least 3 EHRs with your actual patient scenarios — not the vendor's polished script. Cloud-based is standard now. Always get data export terms in writing before signing.

Your EHR touches every part of your practice — clinical, financial, and operational — so take the decision seriously. But don't overcomplicate it either. Here's what to prioritize: First, make sure it's ONC-certified. If you plan to participate in Medicare quality programs (MIPS), this is required. Second, look for integrated billing. An EHR that also handles claims, eligibility checks, and payment posting in one system saves you from juggling two platforms and paying for a separate billing tool. Third, test it with your specialty. A family medicine doc and a dermatologist have very different charting needs — run through a realistic visit during the demo, not the vendor's canned scenario. Fourth, check that it connects to other systems. Can it send referrals, pull in outside records, and talk to labs and pharmacies electronically? This matters more than most vendors let on. Fifth, go cloud-based. It's cheaper upfront, updates automatically, and lets you work from anywhere. Just verify that the vendor is HIPAA-compliant and that you own your data. Sixth — and this is where the field is moving fast — look at what AI the EHR actually includes. The next generation of EHRs aren't just charting tools. They're starting to handle documentation, inbox management, coding, and phone calls autonomously. A system with strong AI built in can genuinely replace the need for additional staff (more on this below). On cost: watch out for low monthly fees paired with high setup charges, per-provider pricing that balloons as you grow, or sneaky multi-year auto-renewals. And always get data export terms in writing before signing — if you ever need to switch, your patient data has to be extractable. Implementation typically takes 4–12 weeks, including setup, data migration, and training.

Edit History & Comments

Pending Edits

Last updated by community

How AI Is Changing the Staffing Math for Startups

A next-gen EHR with strong AI can realistically save a new practice $100–200K+ per year in front-office and back-office staffing costs. These features are becoming available now and will be standard within a few years.

This is where technology choice has the biggest financial impact for a startup practice. Traditional EHRs are essentially digital filing cabinets — they store your notes and submit your claims, but every task still requires a human clicking through screens. The newest systems are fundamentally different. Here's what to look for and why it matters for your bottom line: Ambient AI documentation listens to your patient conversation and writes the note for you — not just a transcription, but a structured SOAP note that pulls in the patient's history, medications, and past visits for context. This alone can save you 1–2 hours of after-hours charting every day. That's the single biggest quality-of-life improvement in modern practice. An AI-powered inbox is the next game-changer. Instead of spending 30–60 minutes each evening answering patient messages, the system drafts intelligent responses using the patient's actual chart — their medications, recent labs, visit history. You review, tweak if needed, and send. Most messages take seconds instead of minutes. For a startup, an AI phone agent may be the most impactful feature of all. Patients call to schedule, reschedule, ask about hours, or request refills. A smart phone agent handles these calls 24/7 — no hold music, no voicemail, no missed calls after hours. This can realistically replace one full-time front desk position ($40–60K/year with benefits) from day one. AI-assisted coding and billing means the system reads your notes and suggests the correct diagnosis and billing codes automatically, then scrubs claims before submission. Top systems now achieve 95–98% first-pass claim acceptance rates, which means faster reimbursement and fewer denials to chase. For a startup practice watching every dollar, the math is simple: a traditional setup requires dedicated staff for phones, scheduling, billing, and documentation support. A modern AI-powered EHR can handle large portions of all four. That doesn't mean zero staff — you'll still need people — but it means you can open with a leaner team and grow into additional hires as volume justifies them, rather than carrying overhead from day one.

Edit History & Comments

Pending Edits

Last updated by community

The Patient Experience Advantage

Patients now compare your office to every other app on their phone. A modern patient portal with online scheduling, easy messaging, and mobile payments isn't a luxury — it's what keeps your reviews at 5 stars.

Patient satisfaction directly affects your growth. Happy patients leave good reviews, refer friends, and stay with your practice. Unhappy patients leave quietly and tell everyone. Technology is the easiest lever you have here. Start with digital intake: let patients fill out their demographics, insurance, medical history, and consent forms on their phone before they arrive. This cuts check-in from 15 minutes to 2–3 minutes and eliminates the clipboard-and-pen experience that patients universally dislike. Automated text reminders (48 hours and 2 hours before the appointment) reduce no-shows by 30–50% and pay for themselves immediately. Look for a patient portal that patients will actually use. The baseline features are secure messaging, lab results, appointment scheduling, prescription refill requests, and bill pay. But the best systems go further: patients can connect Bluetooth devices like blood pressure monitors and sync Apple Health data directly to their chart, giving you real-world vitals between visits without any extra work on your end. Some newer portals include an AI assistant that can answer patients' routine questions, guide them through pre-visit questionnaires, and help them understand their medications — again reducing the volume of calls and messages your staff has to handle. Before opening, test every patient-facing system yourself. Schedule an appointment online as if you were a new patient. Send a test prescription to a pharmacy. Walk through the check-in flow on your phone. These end-to-end tests catch problems that are invisible from the admin side but immediately obvious to a patient on day one.

Edit History & Comments

Pending Edits

Last updated by community

Telehealth: Extending Your Reach Without Adding Overhead

Your EHR likely includes a telehealth module — just turn it on. Patients expect virtual visits now. It extends your reach with zero additional rent or overhead.

Patients expect telehealth. It extends your reach beyond your building, fills schedule gaps, and lets you see straightforward follow-ups without occupying an exam room. Most modern EHRs include a built-in video visit module — that's the simplest option since the visit documentation stays in one place. If yours doesn't, standalone options like Doxy.me, Zoom for Healthcare, or Doximity Video work well. Whichever you use, make sure it's HIPAA-compliant with a signed Business Associate Agreement and end-to-end encryption. On billing: telehealth visits use specific place-of-service codes (POS 02 if the patient is at home, POS 10 if they're at a healthcare facility) and may require modifiers (95 for video visits, 93 for audio-only where allowed). Not every visit type is reimbursable via telehealth under every payer, so check your top 3–5 payers' telehealth policies before launch. One important legal point: you generally need to be licensed in the state where the patient is physically sitting during the visit. If you're in an Interstate Medical Licensure Compact (IMLC) state, getting additional licenses is faster. If not, each state is a separate application. Plan accordingly if you expect patients across state lines.

Edit History & Comments

Pending Edits

Last updated by community

HIPAA & Cybersecurity: The Basics That Actually Protect You

A password manager ($5/user/month) + multi-factor authentication on everything = 90% of your cybersecurity covered. Budget $1,500–5K/year for cyber insurance. It's the best deal in healthcare.

Small practices get hit by cyberattacks more often than you'd think, precisely because they usually don't have dedicated IT staff. The good news is that a few straightforward steps cover the vast majority of your risk. Use a business-grade password manager and turn on multi-factor authentication (the code-to-your-phone kind) on every system that touches patient data. This one step prevents most credential-based breaches. Make sure all laptops, tablets, and phones used for work have full-disk encryption turned on (BitLocker on Windows, FileVault on Mac). If a device gets lost or stolen, encryption is what keeps it from becoming a reportable breach. Follow the 3-2-1 backup rule: 3 copies of your data, on 2 different types of storage, with 1 copy offsite or in the cloud. And test your backups quarterly — a backup you've never restored from is not actually a backup. Get cyber liability insurance. For a small practice, $1–3M in coverage typically costs just $1,500–5,000/year. It covers breach notification costs, legal fees, and recovery — and it's increasingly expected by payers and partners. Use your EHR's secure messaging for patient communication rather than standard email or text. Plenty of practices have gotten into HIPAA trouble by texting patient information on regular iMessage or SMS. Finally, have a simple plan for what to do if something goes wrong: who to call (your cyber insurance carrier, FBI's IC3, HHS), how to isolate the affected system, and how to keep seeing patients while you sort it out. You don't need a 50-page document — a one-page checklist that your team has actually read is worth more than a binder no one has opened.

Edit History & Comments

Pending Edits

Last updated by community

Complete Your Profile

Verify your NPI and choose a screen name to contribute edits.

Apply to Be a Site Admin

Help us curate and improve PracticePath for the community.