Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.
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DrChrono
Score9 out of 10
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DrChrono in Sunnyvale offers what they describe as a complete EHR, Practice Management, and Revenue Cycle Management Solution - Available on iPad, iPhone, and Web. DrChrono offers solutions for speciality practices as well.
If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Templates are customizable and you can take pictures directly into a patient's chart. DrChrono is less appropriate for this reason: they have been working on enrolling my company for Medicare electronic billing for [seven months]. [As a result], I have been unable to bill for any Medicare patients for [seven months]. The only person I have talked to was in India [and] ([the] email address ended in .india). I have had to call Medicare to try to figure out how to complete the enrollment process, [and I ended up with this response from Medicare: "DrChrono needs to [stop being lazy and do something]!." I lost [a] significant [amount of] money. [...]
As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
[Onboarding] trainers and tech support do not know the program.
[All] DrChrono calls are from blocked, [unknown], or their personal numbers. [Looking] at [each] caller ID, you have to answer every call because they do not register as DrChrono.
DrChrono [uses] [Google] phone and [I could] not understand what [a] trainer [said] [when I called them]. [I could not hear what the trainer said] over the noise of other conversations on [Google] phone.
[I] [had] absolutely no way of talking to tech support in person.
[Tech] support tickets [are] unanswered.
[They] do not know how to enroll providers to bill Medicare electronically.
[There was] absolutely no accountability.
[The] platform was constantly down [and was very frustrating].
[There was a] consistently, delayed submission.
[Every] day, [I got] an email about a problem that they are working on.
[Weekly] issues for platform [was] addressed for slowness.
Tech support needs [to have professional people answering tech problems, needs to be reliable, and be responsive whenever someone has issues].
[The] tutorial videos [for DrChrono] are from several years [ago] and no longer apply to the [most] current platform layout.
[The] help browser [is] nonfunctional.
[Tech support is not well trained. You can not talk to anyone in person and they often do not answer tech tickets. Onboard trainers do not know their system. Customer often figures out the answers before the training rep. Between the accent and the noise of Google phone, my entire training session was asking her to repeat what she said. When they are rated lowest of the group for tech support, it is for a reason].
I am glad I am not always affected by the platform problems. You get daily emails notifying you they are working on slowness, ERA submission problems etc
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When being trained on the billing program, rather than start at the beginning and "TRAIN HOW TO USE THE PROGRAM" the trainer kept asking me what questions I had. I kept saying I don't know what I don't know. Her response was, ok, were done then. You don't have anymore questions. The only thing I could think to do was ask her to explain each item in each drop down box, but she would just read out loud the drop down choices and ask what questions I had. This pretty much sums up their training.
Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
TheraOffice has the best tech support and onboarding training. WebPT is also good, but their charting templates lack customization. RehabOptima and Casamba are straight forward and reliable. I am currently stuck with DrChrono.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Negative: I have lost reimbursement due to the time for tech support to address ticket and the max claims submission time.
Negative: I have [not had any medicare revenue for seven months] due to DrChrono not knowing how to enroll for Medicare Electronic Billing. This issue still has not been resolved.
Negative: Lost time due to the platform being down or running slow.
