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DrChrono vs. Salesforce Agentforce Financial Services

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    DrChrono

    Score9 out of 10
    N/ADrChrono 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.

    $199

    per month

    Agentforce Financial Services

    Score8.5 out of 10
    N/AThe Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…

    $300

    per month billed annually per user

    Pricing
    DrChronoAgentforce Financial Services
    Editions & Modules
    Starting Price
    $199.00
    per month
    Sales
    $300
    per month billed annually per user
    Service
    $300
    per month billed annually per user
    Sales and Service
    $325
    per month billed annually per user
    Einstein 1 for Sales and Service
    $700
    per month billed annually per user
    Offerings
    Pricing Offerings
    DrChronoAgentforce Financial Services
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    DrChronoAgentforce Financial Services
    Considered Both Products
    DrChrono
    No answer on this topic
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    5 Answers
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    5 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Best Alternatives
    DrChronoAgentforce Financial Services
    Small Businesses
    Tebra Billing & Payments
    Score9 out of 10
    No answers on this topic
    Medium-sized Companies
    AdvancedMD
    Score7.6 out of 10
    No answers on this topic
    Enterprises
    No answers on this topic
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    DrChronoAgentforce Financial Services
    Likelihood to Recommend
    1.0
    (1 ratings)
    7.5
    (5 ratings)
    Likelihood to Renew
    1.0
    (1 ratings)
    -
    (0 ratings)
    Usability
    5.0
    (1 ratings)
    7.5
    (4 ratings)
    Availability
    5.0
    (1 ratings)
    -
    (0 ratings)
    Performance
    6.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    1.0
    (1 ratings)
    -
    (0 ratings)
    Online Training
    2.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    3.0
    (1 ratings)
    -
    (0 ratings)
    Configurability
    5.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    5.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    DrChronoAgentforce Financial Services
    Likelihood to Recommend
    DrChrono
    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. [...]
    Read full review
    Salesforce
    Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.
    Read full review
    Pros
    DrChrono
    • Documentation Template Customization
    Read full review
    Salesforce
    • Ease of use
    • Reporting
    • Customisation
    Incentivized
    Read full review
    Cons
    DrChrono
    • [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].
    Read full review
    Salesforce
    • Automation. There is room to automate certain processes that require manual executions.
    • Implementation. It is hard and requires a 3rd party to help to implement which is costly.
    Incentivized
    Read full review
    Likelihood to Renew
    DrChrono
    DrChrono has resulted in revenue loss
    Read full review
    Salesforce
    No answers on this topic
    Usability
    DrChrono
    If you don't want to do anything custom, the platform is pretty easy to navigate.
    Read full review
    Salesforce
    It does its job but could be better. I think it all comes down to each business configuration of the platform.
    Incentivized
    Read full review
    Reliability and Availability
    DrChrono
    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
    Read full review
    Salesforce
    No answers on this topic
    Performance
    DrChrono
    For the most part, the program slowness has not affected me directly.
    Read full review
    Salesforce
    No answers on this topic
    Support Rating
    DrChrono
    Their tech support is not well trained. You can not talk to tech support directly. You have to submit work tickets, which have gone unanswered
    Read full review
    Salesforce
    No answers on this topic
    Online Training
    DrChrono
    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.
    Read full review
    Salesforce
    No answers on this topic
    Implementation Rating
    DrChrono
    If you have used other EHR and programs, over time you will be able to self train for DrChrono
    Read full review
    Salesforce
    No answers on this topic
    Alternatives Considered
    DrChrono
    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.
    Read full review
    Salesforce
    We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
    Incentivized
    Read full review
    Scalability
    DrChrono
    The platform is often being worked on for slowness.
    Read full review
    Salesforce
    No answers on this topic
    Return on Investment
    DrChrono
    • 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.
    • Negative: Slow claims processing.
    • Negative: DrChrono needs [qualified] tech support, [quality] [for] onboard training, [timely] response to technical issues, [and timely] response to billing issues.
    Read full review
    Salesforce
    • Positively helpful with targets
    • Motivating and encouraging
    • Helpful with figures
    Read full review
    ScreenShots