Canopy Practice Management vs. Epic

For accurate and remarkable accounting processes, Canopy is the program to embrace. One, it has the project accounting details where every resource has a detailed accounting feature. Again, matters on taxation and state compliance are professionally handled by Canopy. The tracking of the due dates for finishing a given operation is an incredible step.

Incentivized

Epic is very good on the medical side and continues improving mental health and dental care. Having integrated telehealth via Zoom was a game-changer. During COVID, it was vital to have telehealth options and to ensure it was completely HIPAA Compliant and easy to document inside their health record.

Incentivized

• 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

Incentivized

• Updated technology. Epic consistently stays up to date and advances their technology and features.
• Shortcuts, templates, and smart phrases help to make using the software easier and faster with accuracy.
• Intuitive user interface. Epic has put a lot of thought into the design and function of the software and has ensured that it is user friendly.

Incentivized

• Canopy's time tracking feature is hard to get valuable data from without the pro version.
• Canopy's dashboard for the workflow management could be better by providing a filter option of "Show me projects I'm assigned to and on which I am assigned to the current open workstep."
• Canopy's training on the product could be better.

• Difficult to find what you need.
• Almost impossible to correct mistakes.
• Multiple screens must be navigated to get to what you want.

Incentivized

It is beyond measure the best EHR on the market.

Incentivized

My organization has been using the Epic platform for 10 years and counting! Epic has continuously improved and updated the system to align with current best practices and meet the needs of members and their patients. As an FQHC, we provide medical, dental, and mental health services, and it is essential to have access to all the patients' health information in one place. Integrating Care Everywhere and Telehealth options embedded directly in the EHR has greatly improved our ability to take the best care of each patient who walks through our doors.

Incentivized

We had to contact the company many times because of the problems we were encountering. They were not helpful in any way

Incentivized

A dedicated support staff for each module/area is provided by Epic. This is beneficial for points of contact, however, not all support staff are created equal, and there seems to be high turnover in these roles(staff seems to turn over every 1-2 years). This can make it challenging for continuity and quick support resolution as new staff are not as familiar with organization-specific needs, environments, and/or questions.

Incentivized

Well-vetted lesson plans that teach you what you need to know for success.

Incentivized

While not as effective as in-person training, it is still adequate.

Incentivized

Epic has a regimented implementation process that ensures a successful go-live.

Incentivized

Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm.

Incentivized

Epic has more features and seems to be used by most hospital systems, which means information can be shared between systems. It is not compatible with Cerner, McKesson, or any other of the less commonly used products and we cannot view information from such facilities. I believe Epic has the most features. It automatically saves entries, unlike Quadrimed, for example, which does not save and if you accidentally get logged out you lose your information.

Incentivized

• Canopy has allowed us to reduce our dependence on an administrative assistant to communicate with our clients effectively through the document request feature in an engagement. It has a reminder system built in which frees our time.
• The storage provided is robust enough that we have been able to eliminate our file server. We store all our client information in their individual record. Making some files visible to the client and and some not visible allows us to work remotely more effectively and not deal with problems with VPN over hotel networks.
• Canopy combines multiple products into one platform that is seamless and consistent. It has helped us eliminate multiple programs used previously to complete these functions.

Incentivized

• Improved Customer Satisfaction: After the initial implementation phase, I have seen increases in patient satisfaction. This is due to the increased transparency regarding their care as well as an increase in paid claims.
• Increased Revenue: In some cases I have seen Medicare denial rates drop from high 80's and 90's down to single digits. I have seen incredible jumps in the time payment is received from an approved claim.

Incentivized