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 8.5 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.
I couldn't recommend IDX to anyone. Most of the reviews on this site appear to be for the program that broke off from Athena IDX, Centricity Practice Solutions (CPS). CPS is a much more capable program managed by Unlimited Systems (a separate company) that should NOT be confused with Athena IDX (managed by Athena Health). It's possible that Athena IDX was usable in the 90s compared to other peer programs at that time, but there are so, so many better, modern solutions available now for far less money. This software is priced at the enterprise level with a level of quality that is below budget tier with an ancient feature set to boot.
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.
Training consists of overly specific points with no general process considerations. Trainers will regularly go 'into the weeds' on pointless edge cases while the meat of the training still needs to be addressed.
Athena IDX is more reliable than other platforms. It rarely has latency challenges where it has to be intermittently shut down or updated. It is accessible on multiple devices and overall, easy to use and navigate.
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.
Extremely expensive software for the limited feature set. We're talking millions of dollars with off hours support (anything outside of 8-6EST) that starts at $1200 for the first hour and $300 for each hour afterwards.
Multitasking isn't a thing unless you assign more licenses (thereby increasing your costs). Users can quite literally only have one IDX window open at a time unless you assign more licenses. This slows down everyone as there are plenty of times where examining different parts of a patient's profile is useful.
Reporting has been nearly impossible as we use modern reporting software. IDX's analytics site is firmly stuck in the 1990s and lacks decades of innovation present in something like Power BI.
Nickel and diming philosophy. A limited API server costs ~$10k/month. Setting up a new facility in IDX costs you and requires a 4 month lead time. Many more instances of this.
