athenaIDX is an on-premise or cloud-hosted enterprise RCM solution that helps health systems, hospitals, billing services, and large practices optimize financial performance and successfully adapt to healthcare payment reform. It is based on the Centricity medical practice and EMR software that was formerly owned and supported by GE Healthcare acquired by Veritas Capital in 2018, spun off into a new entity (Virence Health), and then rebranded as a product of athenahealth (also a Veritas…
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ClientSuccess
Score 8.4 out of 10
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ClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.
Athena is a well-suited electronic medical record system for those professionals that work in a medical center, hospital, clinic, and/or outpatient clinic that need to provide frequent and accurate documentation for insurance providers and all other members of the care team. It might be less appropriate for a small agency.
Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool.
One of the best things about Centricity is it is flexible. We are able to add a data point behind a term (CPS calls this an observation term) and track any data needed. These observation terms also allow us to pull information forward and display information needed to make a good decision or used to decrease errors. For example in our history forms given to the patients one of the questions is side of injury. This affected side displays on our EMR forms which helps providers and prevents mistakes.
CPS integrates with other programs. We are paperless and use DocuSign to send each patient their history, ROS and all new paperwork. This allows us to import the history into the forms and has saved us from adding extra staff (FTEs) to room and take history. The history form can be completed at home or in the waiting room. Each section has a observation term behind it and allows it to be placed into the note at the correct section. Since we have a fully integrated product we do not have to have another program to enter or transfer our charges from the EMR to the PM side of the program.
Our notes look great! We did a lot of customization which gave us the detail and look we wanted. It seems like a lot of work at first, but the outcome has so much efficacy. We increased our providers without having to increase our staffing and it is due to he efficiencies we gained by using the EMR.
One other note, Centricity is flexible but that means it is complicated. You can not have flexibility without it be complicated don't let that stop you the end results can be great.
ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. We're able to log into CS and regularly check segments of our customers that need to be engaged with on a daily basis, log customer health, and be aware of approaching subscription renewals in order to pay appropriate attention to the right customers.
The user interface is easy to use, friendly in design, and quick to learn. They make it look attractive with bright color schemes without overdoing it too much.
As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity.
Their customer success/support teams are excellent as well - which is to be expected. We've felt very well taken care of since we became customers of ClientSuccess.
Statements print only current open accounts, would be nice to print a total statement for patients so they can see if payments are split between open and closed/zeroed out accounts
The support view takes a few steps to get to the meat and potatoes.
The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects.
During my medical rotations I have used multiple products similar to Centricity, but I found Centricity to be one of the easiest to use and one of the easiest systems to learn
HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, where the capabilities may exist but require a little more leg work.
