athenaIDX vs. Maxio vs. Recurly

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.

In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio.

Recurly is great for tracking transactions and reviewing payment method declines. The platform is extremely helpful when dealing with scenarios where someone believes they have been fraudulently charged for the product. Recurly allows for transaction filtering, which is very helpful when trying to find possibly fraudulent charges very easy. If expecting precise, detailed information about a card decline, Recurly would not be very helpful.

Incentivized

• 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.

Incentivized

• Managing deferred revenue.
• Contract management is flexible and allows us to see data that we never had before.
• Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days.
• Business Metrics and Reporting.

Incentivized

• It handles 1:1 and 1:many accounts to subscription set up.
• It has a good billing customization option (cadence, pricing, etc.)
• Can easily set up a customer account and invoice - billing link can be generated so no need to take credit card info over chat, phone, or email.
• Great and responsive customer support.
• Supports multi-language.

Incentivized

• 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
• Ability to create custom reports

Incentivized

• Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis.
• Commissions Module since SO already has all our data intergrations
• So many different features and data entry points that manual data entry errors are common

Incentivized

• I really can't think of any shortcomings on Recurly because they have tried to cover all bases well. However, I believe that pricing could be little competitive because Recurly can become quite expensive when you have acquired a good number of subscribers. So apart from price, there are no shortcomings I can think of on product side.

Incentivized

They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.

I believe we would continue to use Recurly because they have shown that they are continually improving their software, and they listen to their customers

Incentivized

There is definitely a learning curve - to me the UI for reporting was not intuitive and often required me to ask our RevOps to pull data for me

Incentivized

Apart from a lot of scope, which it has for improvement, like analytics, api's, customer service, downtimes. It still provides a lot of value, it is helpful for us in Business crtical areas, managing subscriptions and creating and launching coupons, ease of usability, camparatively lower maintainence are some valid reasons to prefer Recurly.

Incentivized

They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years.

Incentivized

They have always been quick to respond and help. I love their chat feature at the bottom right-hand corner of the platform.

Incentivized

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.

Incentivized

I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point

Recurly does a much better job at handling subscription payments than QuickBooks Online. We only use QuickBooks Online when we have a client who cannot pay via credit/debit card. In those cases, we send out automatic invoices via QuickBooks Online instead. 95% of our clients are processed through Recurly.

Incentivized

The pricing structure is outlandish for how old and feature poor this program is.

Zero ownership. Zero responsibility. Zero desire to build something good.

• 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.

• Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale.

Incentivized

• Providing an interface for our subscribers to manage their own accounts has simplified our business tremendously. This alone has freed up hours of our staff's time each day.
• Many customers receive new credit cards due to expiration or fraud. The time we spent in updating this information prior to using Recurly's Revenue Recovery feature versus now is significant.

Incentivized