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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Planhat
Score 8.2 out of 10
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Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.
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.
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
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.
Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.
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
Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
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.
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
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.
Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
