Practice Fusion vs. Salesforce Agentforce Financial Services

The best scenario is a small non-profit clinic who needs a great EMR but cannot afford one like EPIC. I might also recommend this to colleagues who are starting a small business because I think PF would be a good, easy, and more affordable to get up and running. I think this EMR makes less sense in the setting of large academic institutions who need lots of easily manipulable data and a huge amount of support.

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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.

• Document storage- You can upload documents and attach them to specific patients. As well as flag documents that need to be signed, and assign them to specific doctors.
• Charting- Very detailed integration for charting.
• Reporting- We really enjoy the reports we can pull from within the software.

Incentivized

Independently Invited by TrustRadius

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

• Ease of use
• Reporting
• Customisation

Incentivized

Independently Invited by TrustRadius

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

• Have Physician Assistant as a provider status.
• Make the notes section of each patients account displays towards the top of page and not the bottom.

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Independently Invited by TrustRadius

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

• 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.

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Independently Invited by TrustRadius

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

In my opinion and experience, they have a lack of customization so you have to constantly create hacks to make their system work for your practice.

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

Independently Invited by TrustRadius

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

We always get a return call within the time stated. There are many available topics on the forum and it is often easy to find the issue you are seeking more information on. When we have tried the live chat feature we have been satisfied with the timeliness and response.

Incentivized

Independently Invited by TrustRadius

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

NextGen is hard to use as far as medical records. Practice Fusion is user friendly. There is a great knowledge base for questions asked. Practice Fusion takes all the guess work out of the day.

Incentivized

Independently Invited by TrustRadius

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

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

Independently Invited by TrustRadius

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

• PRO -- I know now what I need in an EMR/EHR
• CONS -- They have overcharged me and it has cost me money
• CONS-- They have disregarded my legal rights which makes me unsure of keeping confidential info in their systems and it will cost me money to switch
• CONS--They have cost me money with the time I've wasted to follow up on my own tickets that they refuse to follow up with

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures