Nextech EMR vs. Planhat

I have and will continue to recommend MDI (a Nextech EMR system) to other ophthalmology/retina practices through the AAOE etalk. MDI was developed by an ophthalmologist specific for ophthalmologists and the specific needs they have which makes it very easy to use. Uploading the images is easy. We are also able to share information with other practices on the system.

Incentivized

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.

Incentivized

• Integration with our PM system was done in 2009 and they built the bridge between the two companies.
• Drawings and testing images are uploaded easily.
• The ability to keep track of reporting for CMS is very helpful.

Incentivized

• Customer support and onboarding experience is really smooth, straightforward, and fast.
• Dashboards have been really powerful for customer and business intelligence.
• Management reporting in real time.

• I would like to be able to close charts correctly for staff who are no longer with us as an administrator

Incentivized

• 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.

Incentivized

Planhat is an easy-to-use, intuitive software that didn't take long to set up and learn. We are able to view powerful, rich data in dashboards that break everything down so comprehensively. The support team is always there to help and is very quick to respond in live chat--so if you do have an issue or are unsure of how to use a feature, you will more than likely get an immediate response to your query, while still in the platform.

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.

Incentivized

CUSTOMER SERVICE is above par where NexGen had what we called no-customer service. Ease of use without having the make our own templates constantly. Upgrades are seamless and no added cost.

Incentivized

Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and flexibility over its competitors.

• Being able to fax notes immediately to referring doctors and PCPs is very important. It saves on time and paper/toner not having to print out and then fax.
• Not having to develop and/or print out the pictures/FAs and having them upload immediately so doctor can treat at the same visit.

Incentivized

• Better visibility into customer health, which led to more proactive reach outs to accounts at high risk.
• Better renewal visibility by being able to surface upcoming renewal accounts and proactively reach out to provide value ahead of time.

Incentivized