Vertafore in Denver offers their insurance agency management software. AMS360 offers production and renewal analysis, a general ledger, a client portal, and other management tools.
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Epic
Score 8.7 out of 10
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Epic offers a suite of medical practice management and EHR software.
AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.
We have considered other platforms from time to time but have felt comfortable staying with AMS360. New users appear to understand AMS360 quickly and customize it to their personal preferences. Older users, generally reluctant to changes, are more receptive to updates as they …
Scalability, ease of use, ease of access, integrated services. This solution works for 2 man shops all the way up to 150+ with shared services, etc. Vertafore is working towards a unified look/feel, which will only solidify the need to work with any/all of their products.
Epic is very good on the medical side and continues improving mental health and dental care. Having integrated telehealth via Zoom was a game-changer. During COVID, it was vital to have telehealth options and to ensure it was completely HIPAA Compliant and easy to document inside their health record.
There are doctors' notes templates with prepopulated fields in them. This saves a lot of time.
Epic sends medication orders to pharmacies electronically so that we do not have to call. This saves a lot of time.
Epic has a Secure Chat feature via which we can send HIPAA protected messages to any employee with the patient's name and record attached.
It has a PDMP link. We can look up what controlled medications such as opiates patients have been prescribed and by whom.
It links to MyChart, which is a platform via which patients can look up their own information without them having to call the doctors. This saves a lot of time.
Visual Updates: While Epic is constantly improving the user experience, there are a few features that still need a design refresh. While this does not effect functionality, it does have an impact on user perception.
Ordering: While placing an order for a physician is very easy, a few changes to the workflow could improve the experience for physicians.
This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.
You should invest time into taking a training class before using Epic, but once you get the hang of it the usability features are endless! My favorite part about Epic is how it is automated and "trained" to catch user errors that would typically be missed in normal documentation/charting. This ensures accuracy and eliminates errors.
The initial training was good but would have been even better had I been more familiar with the system before taking it. I found learning how to deal with Epic while working in the field at the same time was a (pardon the pun) Epic learning curve. I really think there should be a scribe who does the data entry and others can focus on what they do best.
AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.
Epic gives extensive customization options in terms of utility and view. I have found this to be highly useful and efficient EHR as compared to other EHRs we use in our organization.
Being able to track and document all of our services in the same place has made an exceptional improvement in continuity of patient care, both internally across departments (medical/dental/mental health) and externally with specialists and other healthcare organizations on a national scale.
Continuous improvements in Data reporting and analytics make tracking and implementing quality improvement measures throughout the year easy.
Massive improvements to the ELLA training platform, combined with detailed and interactive training materials for all system areas, make onboarding and staff training much easier!