Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
$20
per month
WebPT
Score6.7 out of 10
N/A
Established in 2008, WebPT is an outpatient rehab therapy software platform helping more than 150,000 rehab therapy professionals from all practice sizes and specialties run their practices to improve care delivery and optimize business performance. And because WebPT is a cloud-based application, PTs, OTs, and SLPs can access the platform (and its data) from anywhere, at any time, promoting collaboration across patient care teams and with third-party payers. In addition to its…
$99
per month per user
Pricing
Redtail CRM
WebPT
Editions & Modules
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Enterprise
Custom Pricing
Offerings
Pricing Offerings
Redtail CRM
WebPT
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
—
WebPT Enterprise packages are custom-made based on clinic needs, and prices vary accordingly.
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
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
WebPT is well designed for some areas of rehab but not well suited for others. Speech seems to be a challenge for this type of EMR. Perhaps not the best type for this discipline due to limitations. For the other disciplines, it would be nice if the system suggested only specific tests per diagnosis code rather than all available tests in the EMR
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
Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
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
The scheduler is very adaptive. There are options to change colors and textures for different insurances and appointment types with make it easier to differentiate patient types and issues at a glance.
Digital Paperwork Intake saves time for both the patient and staff.
Electronic Benefits Verification consolidates verifications so that we do not have to use multiple websites.
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. TR verified that a representative sample of customers was invited. More Info
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
I like that it carries forward information from previous notes. I also wonder, though, if there could be a more comprehensive "archive" of activities we had done in the past rather than only copying and paste from the previous note.
I like seeing a few comparisons of my outcome measures--when writing a progress note, I don't just want to see the last measure. Seeing the last 3-4 values from the test would have been helpful to really see different trends.
Fewer click boxes in the evals would be helpful to keep things moving along at some points. I appreciate the variety offered, but also struggle with how much clicking there is to get through.
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
The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit
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
I gave it 9/10 for renewal because I have been using it for so long. It takes a long time to learn new documentation systems. I do not want to use valuable time on that. I also like that it flows directly into billing.
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. TR verified that a representative sample of customers was invited. More Info
Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years
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
The EMR has a learning curve, but once you get used to it, it's fairly user-friendly: notes are easy to duplicate, information is thorough and useful. In my opinion, WebPT Billing is arcane and difficult to use, and offers no opportunity for the business to correct or edit any payments entered incorrectly by WebPT.
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. TR verified that a representative sample of customers was invited. More Info
Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.
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
It is always available to me when needed thankfully, I hadn’t had a moment or a time when I was unable to access it when needed. My practice's power went out once which was the only incident when it was unavailable to everyone on the team but again, it had nothing to do with the availability offered by this product.
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. TR verified that a representative sample of customers was invited. More Info
Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up
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
Pages often load slowly. Our iMacs are highly reliable and we are connected to the highest speed Comcast business internet. We also connected each iMac via Cat 9 cable during COVID-19 pandemic to speed telelhealth appointments. Zoom does integrate very well with WebPT for telehealth. Their own modules do not integrate well with each other. For example, patients receive separate emails for patient intake and clinical outcomes. If confuses and frustrates many patients. Similarly, EMR flow sheet does not integrate with HEP creating redundancy.
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 use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.
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
Support was pretty much always helpful. My only complaint was not being able to always get someone on the phone immediately during working hours and having to wait to hear back. But once we heard back, problems were solved quickly and sufficiently. Staff was always friendly and knowledgeable
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
I was trained by an in house employee. It was very easy to learn. The EMR is pretty self explanatory. When you click on something to complete a task, it doesn't take an extra 10 steps, what the action says, is what it does
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
WebPT has its entire separate platform for training, containing many different guides, tutorials, and video references to help you become familiar and competent with the software suites. This includes having various demonstrations that allow you to click and navigate pages in the ways you would actually do it in WebPT. WebPT also gives you a sandbox company in the actual website to tinker with and trial things out. This makes it easy to catch and avoid errors you would have otherwise made with active patient data/schedules.
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
I think it would help to have another education session maybe 6 months after the initial sessions. This would help the user come up with an enhanced experience after they have used the program for a period of time. It is hard to comprehend everything at first, especially for people that need hands on learning
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
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
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
Also, I have used PTWired and HEP2GO, but they were not in the database. WebPT automatically generates a patient profile, which is very helpful. WebPT also doesn't require the patient to download an app from the App Store, which is an added step for patients to perform, which will decrease compliance.
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
The current terms and pricing would be fair if they provided adequate performance, reliability, support, and customer service. As they have lapsed in these areas WebPT is overpriced. I would not recommend any PT practice of any size agree to a long term contract with WebPT until they prove they will deliver on their promises.
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
The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.
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
I couldn’t access WebPT on multiple screens to complete tasks at an efficient and effective time. It works to adjust to the same things presented on one screen when trying to work on a separate project utilizing one therapists schedule. This complicated the goal and tasks needed to complete at the time
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. TR verified that a representative sample of customers was invited. More Info
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
Redtail makes it easy to log customer interactions for compliance related fields.
With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
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
