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Patient engagement and experience

9 Best Patient Management Software Systems (2026 Reviewed)

Key Takeaways

Key Takeaways

Med spas & aesthetic clinics: Pabau manages EMR, smart forms, guided workflows, and automated care—perfect for smooth, personalized patient journeys.

Medium to large medical practices: NextGen Healthcare and CureMD offer robust EHR, AI documentation, and advanced billing for multi-provider or specialty-focused clinics.

Small or growing practices: Medesk and SimplePractice provide easy scheduling, basic EMR, and telehealth—ideal for solo practitioners or small teams.

Sales and lead management-focused clinics: LeadSquared excels at CRM, marketing automation, and lead tracking for high-volume, multi-location practices.

Trying to figure out which patient management software actually works for your practice?

The short answer is: The best patient management platform is an all-in-one platform that helps you:

  • Keep records organized
  • Automate admin
  • Simplify scheduling
  • Give patients a smoother experience from start to finish

But the real challenge is choosing the right one for your practice.

That’s why we’ve rounded up the 9 best patient management software systems for 2026, and highlighted the key features you should look for.

Name Best for / Application Standout Feature Price Starting Point Overall Ratings
Pabau Aesthetic & medical-first clinics needing end-to-end patient management Comprehensive EMR + smart forms + guided patient journey $69/month 4.7/5 (Capterra/G2)
NextGen Healthcare Medium to large multi-specialty medical practices AI-powered documentation & specialty-specific templates ~$300/provider/month 4.0/5 (G2/Capterra)
eClinicalWorks Large primary-care & multi-specialty clinics AI-assisted clinical notes & population health tools $449–599/provider/month 4.1/5 (G2/Capterra)
Medesk Small or growing clinics & flexible appointment practices Smart scheduling & all-in-one patient records $6–8/month 4.2/5 (G2/Capterra)
SimplePractice Solo therapists & small mental health teams Telehealth + client portal + paperless intake $49–$99/month 4.5/5 (G2/Capterra)
CureMD Medium to large medical practices needing full EHR + RCM AI medical scribe & specialty templates $195–395/provider/month 4.3/5 (G2/Capterra)
DocPulse Clinics, hospitals & multi-location practices EMR + appointment scheduling + telemedicine ~$10–$7,000/user/month N/A (no G2/Capterra reviews)
Clinicia Small to mid-sized clinics & multi-location practices Multi-location access + smart scheduling ~$78–$95/year 4.0/5 (Google Play)
LeadSquared Sales-driven clinics & high-volume lead environments CRM + marketing automation + workflow automation $40–2000/month 4.2/5 (G2)

Pabau: Best for End-to-End Patient Management

Pabau

Pabau is built for medical-first clinics. It brings together clinical tools like consultations, treatment plans, and compliance tracking and business features such as marketing automation, analytics, and reputation management. 

Key features

Pabau’s patient management system brings all your clinic’s needs into one place.

Here’s a quick look at what makes it stand out.

 

  • Comprehensive client records (EMR + secure client card)

Pabau’s built‑in EMR and secure client card store everything you need: photos, medical history, treatment notes, forms, prescriptions, and appointments. 

All data lives in one place, it’s accessible from anywhere, on any device, with strict privacy permissions. 

Comprehensive patient records
  • Intuitive patient portal

The intuitive patient portal in Pabau lets patients: 

  • Book appointments
  • Complete forms
  • Pay invoices
  • View their medical history and treatment details
  • Pre- or post-care instructions

Easy to use on any device, it keeps patients informed and engaged while reducing admin work and helping your team focus on providing care.

  • Automated pre- and post-care 

Pabau’s automated pre- and post-care communications send patients the right instructions at the right time.

Prep guidance, aftercare instructions, and follow-ups are all delivered automatically and can be customized per service, so every patient receives clear, treatment-specific guidance.

  • Customizable digital forms

Pabau lets you create fully customizable forms—intake, consent, or medical history—linked to specific services. 

These forms automatically update the client’s electronic medical record, so staff can quickly access and review important information during each visit. 

  • Advanced scheduling & online booking

The scheduling tool in Pabau keeps patient management simple

Online booking lets patients pick appointments that fit their schedule, while the system updates their records automatically. 

Multi-provider calendars, reminders, and conflict-free scheduling keep patient information accurate, and make every visit run smoothly.

Online booking in Pabau
  • Guided client journey ( on the iPad app)

The client journey on the iPad app walks your team through every step of the visit. 

Clients check in, complete medical questionnaires, and sign consents, while the providers review treatment notes in one smooth flow. 

 

Full client journey in Pabau

"From the minute they make their appointment, they get a welcome email, then they get a text reminder for their appointment 24 hours beforehand.

When they come to the clinic, they get a brief of the treatment plan we’ve discussed. If they have an action plan, they get an aftercare email, a follow-up text, or an email two weeks later.

All of this has made that process easy and streamlined."

Pricing

Pabau starts at $69/month in the US and £53/month in the UK, with plans to suit practices of all sizes, from solo practitioners and small teams to large practices

Learn more about Pabau’s plans and pricing on our pricing page.

Where Pabau shines

  • End-to-end patient journey: Pabau guides every step of the visit — from check-in and medical forms to treatment, voice-to-text treatment notes, checkout, and aftercare.
  • Clinical and business data in one place:Pabau connects EMR, treatment notes, forms, scheduling, payments, and marketing in one record.
  • Smarter, automated care: With tools like service-linked forms, automated reminders, pre- and post-care, your practice delivers consistent, personalised care.

Pro Tip

To get the most from Pabau, use Care Plus smart forms with their guided, step‑by‑step layout and progress bar. The forms adapt based on answers or booked service, so patients only see the relevant questions.

Where Pabau falls short

  • Learning curve for new users: Pabau has many features, so it can take time for new staff to get comfortable.
  • Advanced features may require add-ons: Tools like Echo AI or Telehealth are pay-as-you-go extras. 
  • Setup complexity for small teams: Highly customizable forms and workflows are powerful but can feel tricky to set up, especially for smaller practices.

Customer reviews

“The customization options are outstanding. I can tailor treatment notes, forms, and workflows to match exactly how our clinic practices, which helps keep our documentation consistent and efficient. The AI dictation feature has been a huge time-saver, accurately capturing my notes and reducing the amount of typing I have to do.” – Michael B. (Capterra)

“I love how intuitive Pabau is for managing patient journeys. The integrated appointment scheduling, clinical notes, and treatment photos make it simple to track patient progress and ensure high-quality care.” Olena K. (G2)

Who Pabau is best for

  • Aesthetic and healthcare practices: Med spas and medical practices that want a full patient management system.
  • Growing practices: Teams looking to scale without adding admin burden.
  • Clinics focused on patient experience: Practices that want guided workflows, progress-tracked forms, and digital intake.

NextGen Healthcare

NextGen Healthcare

Source: NextGen Healthcare

NextGen Healthcare is a long‑established EHR and practice‑management platform serving a wide range of specialty and primary‑care and GP practices.

Key features

  • Fully integrated EHR & practice management: Combines electronic health records, scheduling, billing/RCM, and patient‑management tools. 
  • AI‑powered documentation: Speech or voice input is turned into structured SOAP notes automatically.
  • Specialty‑specific templates & workflows: Practices get templates and workflows designed for their services, not a one-size-fits-all solution.
  • Strong patient engagement & portal tools: Patients can self‑schedule, view records, manage prescriptions, pay bills, and access their own health data.

Pricing

NextGen doesn’t show public pricing. Costs depend on practice size, chosen modules, and services. Most practices need a custom quote, though Capterra suggests roughly $300 per provider each month.

Where NextGen Healthcare software shines

  • All-in-one practice management: Scheduling, billing, patient intake, clinical notes, and portal tools are in one platform.
  • AI-powered documentation: NextGen turns conversations into structured SOAP notes automatically.
  • Specialty-specific templates & workflows: The system offers pre-built templates and workflows for many specialties.

Where NextGen Healthcare software falls short

  • Complex navigation/lots of clicks: Users report that performing simple tasks, like updating medications or switching charts, can require many clicks. 
  • Patient portal & document-handling difficulties: Some users say the patient portal can be tricky, and adding scanned documents to charts can be frustrating.
  • Support, training, and usability for smaller practices: NextGen is powerful, but users say support can be slow and the learning curve is steep.

Expert picks: What to read next

Customer reviews

“This software is cloud-based, simple to set up, and user-friendly.” Kim T. (G2)

“I feel like I need to click 8 times to do something that should take 2.” Abhi P. (G2)

Who NextGen Healthcare is best for

  • Specialty-focused clinics, which require tailored templates and workflows for complex care, such as cardiology, rheumatology, or multi-specialty practices.
  • Practices ready for in-depth training: Teams with dedicated staff for setup and support can take full advantage of NextGen’s robust but complex features.

eClinicalWorks

eClinicalWorks

eClinicalWorks is a cloud-based EHR and practice management system used by many providers. It offers AI-powered tools, flexible templates, and strong interoperability.

Key features

  • Full EHR & practice‑management suite: eClinicalWorks bundles electronic health records, scheduling, billing/RCM, telehealth, and patient‑management tools. 
  • AI‑powered documentation & automation: With tools like Sunoh.ai and voice‑driven assistants, conversations and visits are converted into structured clinical notes automatically. 
  • Patient portal, telehealth & remote care: Patients can book appointments, request refills, view lab results, or join virtual visits via the portal or the apps. 
  • Interoperability and population‑health tools: allow providers to see a full patient history, including outside records. 

Pricing

Plan Price (per provider/month) What’s Included (Key)
EHR Only US $449/mo EMR, patient portal, messaging, document & referral management, e-prescribing and more.
EHR + Practice Management US $599/mo All EHR-only features plus practice management & billing tools, scheduling and more.
RCM as a Service 2.9% of practice collections Full outsourced revenue-cycle management, including claims creation, denial/rejection handling and more.

Related Articles

Want to streamline your appointments? Explore our full guide to the top nine scheduling tools and find the right fit for your practice.

Where eClinicalWorks software falls short

  • Built for primary care, not aesthetics: The system is designed for family medicine and large outpatient groups. But it lacks features like photo management, injectable charts and before-and-after tracking.
  • Clunky interface & many clicks: Users report that the interface feels outdated and not user-friendly. 
  • Complex for small aesthetic teams: eClinicalWorks is powerful but can feel heavy. 

Customer reviews

“ECW helps in booking appointments for the PTs in the USA with their doctors and has all their documents up to date.”Christina Z.(G2)

“Everything from the tedious login to forcing you to falsify records, to the multiple layers of menus to extra clicks, to making accessing information tedious and difficult.” Douglas M. (Capterra)

Who eClinicalWorks is best for

  • Large primary-care practices & multi-specialty groups: Works best where robust medical records, billing, and reporting tools are needed across many providers and services.
  • Practices focused on value-based care: Includes tools for chronic care management, population health, and risk-adjusted coding.

Medesk

Medesk

Medesk is a cloud-based practice management software designed for medical and aesthetic clinics.

Key features

  • All‑in‑one EHR & patient records: Medesk stores full digital patient records, like medical history, lab results, consultation notes, forms, billing and payment info. 
  • Online booking, scheduling & telehealth: Patients can book appointments online and even join video consultations. 
  • Built‑in reporting & analytics: You get ready-made or custom reports, covering appointments, revenue, patient acquisition, and overall practice performance.
  • Inventory & stock management: Lets you track inventory of meds and consumables, automatically deducts items used during appointments and updates stock in real time.

Pricing

Plan Price per month What’s included
Mini $6 3 users and 50 appointments, full patient records system, smart scheduling & calendar, clinical templates.
Pro $8 Everything in Mini, plus online booking 24/7, unlimited team members and telemedicine.
Premium Custom pricing Everything in Pro, plus white-glove onboarding, priority support & training and more.

Where Medesk shines

  • Easy scheduling & patient management: Medesk’s smart calendar and appointment tools help manage patient flow efficiently.
  • Comprehensive patient records: All patient information, like medical history, consultations, forms, and billing, lives in one system.
  • Streamlined clinical workflows: Templates, clinical forms, and built-in telemedicine save time for staff and keep patient experience professional.

Where Medesk falls short

  • Limited features on entry plan: The Mini plan doesn’t include essentials like online booking, patient portal access, telehealth, and rescheduling.
  • Reporting & analytics are basic: Smaller plans offer limited insights, so clinics may struggle to track performance without upgrading.

Enterprise focus for advanced features: Features like dedicated support, API access, and white-glove onboarding are only available on the Business plan.

Pro Tip

Choosing the right practice management software is just one way to grow your practice. Discover nine more strategies to help scale your medical business effectively.

Customer reviews

“Secure EHR, scheduling, online appointment booking, telemedicine, payment for services, prescribing AND reporting analytic all in one place! Makes my daily work life easier and my patients also have records and payments at their fingertips!” Taylor (Capterra)

“At first it was very difficult, to use the software it had a lot of new things that we were not use to. and it is kind of expensive.” Olivia Cormay (Capterra)

Who Medesk is best for

  • Small or growing clinics: Great for practices that need simple scheduling, patient records, and a low entry price without heavy setup.
  • Clinics wanting flexible appointment volumes: The per-50-appointment pricing works well for teams with changing patient flow.
  • Multi-disciplinary practices: Helpful for clinics that offer mixed services and need templates, referrals, and reporting in one place.

SimplePractice

SimplePractice

SimplePractice is a cloud-based platform designed for therapists, speech-language pathologists, mental-health providers, and physical therapists

Key features

  • Comprehensive EHR & documentation: Patient records, treatment plans, progress notes, and clinical templates in one secure system. 
  • Scheduling & calendar management: Online appointment requests, color‑coded calendars, multiple views, waitlists, and automated reminders. 
  • Telehealth tools: Built‑in HIPAA‑compliant video sessions with virtual waiting room, screen sharing, and session timer. 
  • Client portal: Secure access for clients to book appointments, complete intake forms, view documents, make payments, and message providers. 

Pricing

Plan Price (per month) Key Features
Starter $49 Core patient-management tools: automated invoicing, client portal, e-signatures, online payments, progress notes and more.
Essential $79 Includes Starter+ features, plus appointment reminders, online appointment requests, custom notes/templates, and more.
Plus $99 Full feature set: all Essential features plus group appointments & telehealth, client messaging, and premium support.

Where SimplePractice shines

  • Streamlined patient management: SimplePractice centralizes client records, progress notes, billing, and appointments in one platform.
  • Telehealth & remote care support: Built-in secure video visits let practices see clients remotely.
  • Tailored for therapy & wellness practices: Templates, assessments, and documentation features are designed for mental health and allied health specialties.

Where SimplePractice falls short

  • Limited to therapy/wellness specialties: SimplePractice works well for mental health or allied‑health practices. Clinics offering more medical or aesthetic services may find features too basic or missing.
  • Weak billing & no support for aesthetics or product sales: Billing works fine for sessions, but SimplePractice does not support inventory tracking, product sales, or procedure‑based billing.
  • Basic clinical workflows only: It lacks advanced medical tools, including lab result tracking, diagnostics, or medical‑grade charting.

Customer reviews

“SimplePractice is easy to use and keeps everything in one place—scheduling, notes, billing, and telehealth. It saves me a ton of time. SimplePractice makes scheduling, documentation, and billing seamless in one platform.”Ashley A. (G2)

“Technology extremely unreliable, constant connect issues, non-existent customer support, price is very expensive ($99 per month) and system issues at least 4 to 6 times per week.” Tiffany W. (Capterra)

Who is SimplePracticr best for

  • Solo practitioners: Ideal for therapists and counselors who want an easy-to-use platform.
  • Small mental health groups: Great for teams needing streamlined workflows and shared records, without overly complex setup.
  • New private practices: A strong fit for beginners who want straightforward tools to manage appointments, billing, and intake forms from day one.

CureMD

CureMD

CureMD is an AI-powered, all-in-one healthcare platform that combines EHR, billing, and patient-engagement tools. 

Key features

  • Full EHR + Practice management suite: CureMD offers a comprehensive electronic health record system, with scheduling, referrals, and document management.
  • Telehealth & patient portal support: Providers can run virtual consults. Patients access their records, lab results, and communicate using the portal.
  • Specialty-tailored templates & workflows: CureMD helps adapt documentation and workflows to your practice’s needs.
  • Lab, medication management & e-prescriptions: Order labs, track results, manage medication histories, and send prescriptions electronically.
  • AI-powered medical scribe: CureMD’s AI scribe listens to consultations and converts them into structured clinical notes automatically.

Pricing

Plan Price (per provider / month) What’s Included
Practice Management (PM) US $195 Scheduling, claims & billing tools, reporting dashboards, reminders, and more
Electronic Health Records (EHR) US $295 E-prescribing, device connectivity, templates, orders/results, patient portal, clinical decision, etc.
All-In-One (PM + EHR) US $395 Full PM + EHR suite bundled — scheduling, billing, charting, patient portal, reporting, mobile/iPad app access, etc.
Medical Billing Service (outsourced RCM) % of collections (as low as 3–4%) Outsourced claims processing, payment posting, denials & appeals, etc.

The figures in the table are sourced from third-party sites such as GetApp and Forbes and may not reflect official rates.

Where CureMD shines

  • All-in-one EHR and practice management: CureMD combines scheduling, clinical documentation, billing, and reporting in one platform.
  • AI-powered medical scribe: The AI scribe converts patient encounters into structured notes automatically.
  • Specialty-tailored templates and workflows: Supports many medical specialties with customizable templates and workflows, making charting faster and more accurate.

Where CureMD falls short

  • Pricing can be high: Bundling EHR + Practice Management gives full features but comes at the highest cost.
  • Steeper learning curve for small teams: CureMD offers many advanced tools, but some users on Capterra and G2 say it can be “time-consuming” or “a hassle” to chart or enter data.

Limited aesthetic or med‑spa-specific workflows: CureMD is built for medical specialties, but it lacks features like injectable charts and before-and-after photo tracking.

Pro Tip

If you’re interested in a primary care practice management solution, check out the 11 essential features the software must have.

Customer reviews

“CureMD revolutionized my practice. I had used clunky EMRs in the past and always felt they were too slow to upload info.” Jessica A. (Capterra)

“The product is not user-friendly. Too many steps for 1 appointment. Time-consuming! Inputting vaccines is time-consuming, lengthy, and a hassle. The program lost all of our inputted vaccines from one site.” Jenn G. (G2)

Who CureMD is best for

  • Medium to large medical practices: CureMD is ideal for multi-speciality medical practices needing full EHR, billing, and practice management tools.
  • Practices seeking AI-powered documentation: Clinics wanting automatic charting via an AI medical scribe benefit from faster, more accurate documentation.
  • Practices with telehealth needs: Built-in telemedicine and patient portals make it a good fit for medical practices offering virtual or hybrid care.

DocPulse

DocPulse

DocPulse is a cloud‑based clinic, hospital and patient management system. 

It offers advanced digital solutions with CMS (Clinic Management Software), PMS (Patient Management Software), and HIMS (Hospital Integrated Management Software). 

Key features

  • Electronic Medical Records (EMR): Stores patient history, treatment notes, prescriptions, and lab results in one secure place for easy access.
  • Patient portal: Allows patients to view medical records, test results, and treatment plans.
  • Telemedicine integration: Enables video consultations, follow-ups, and remote care, keeping patients connected to providers from anywhere.
  • Vaccination management: Tracks immunizations, schedules doses, and keeps records up to date.

Pricing

DocPulse offers flexible pricing, starting at $10 per user/month for small businesses and scaling to $7,000/month for 1,000 users, according to ITQlick. Implementation costs vary by size.

Where DocPulse shines

  • Strong patient management: Offers smooth scheduling, follow-ups, and digital records that keep clinics organized and efficient.
  • Robust clinic automation: Handles queueing, workflows, and operational tasks to reduce manual work.
  • Vaccination & health tracking tools: Makes it easy to manage vaccines, reminders, and patient histories, ideal for preventive care and multi-location clinics.

Where DocPulse falls short

  • Limited integration options: DocPulse integrates with Microsoft Office and Google Workspace, but struggles with other third-party apps.
  • Limited patient reminder features: The platform offers few options for follow-ups and automated reminders.
  • Lack of advanced collaboration: Real-time collaboration, version control, and simultaneous editing are limited compared to competitors.

Customer reviews

As of the date of this blog, DocPulse has no reviews on major platforms like G2 or Capterra. 

Industry sources like ITQlick note its strong patient management tools, but also highlight limitations such as restricted third-party integrations, basic patient reminder options, and fewer advanced collaboration features.

Clinicia

Clinicia

Clinicia is a cloud-based patient management system that helps healthcare practices manage appointments, billing, EMR, telehealth, and communication. 

Key features

  • Electronic Medical Records (EMR): Clinicia stores full patient histories, treatment plans, lab reports, and clinical notes in a central digital record.
  • Smart appointment scheduling: It offers online booking, queue management, daily schedule views, and automated reminders.
  • Patient communication tools: The system sends confirmations, reminders, and follow-ups through WhatsApp, SMS, or email to keep patients informed.
  • Digital consent forms: Provides secure, digital consent forms that attach directly to each patient’s record.

Pricing

Plan Price (approx) Key Features
Standard ~US $78/yr EMR, appointment calendar, specialty features, unlimited SMS reminders, e-prescriptions, billing, and more (1 clinic included).
Premium ~US $95/yr All Standard features plus advanced support or enhancements.

Where Clinicia shines

  • Specialty-focused workflows: Clinicia offers templates and features tailored to specific medical specialties.
  • Multi-clinic and multi-user access: The system supports unlimited doctors and staff, with the ability to manage multiple clinics from one account.

Automated patient engagement: Features like SMS and WhatsApp reminders, e-prescriptions, and follow-up notifications improve patient communication and reduce no-shows.

Pro Tip

If you’re looking for multi-location scheduling tools, make sure the system has location-specific visibility, and permissions and mobile access for on-the-go teams.

Where Clinicia falls short

  • No advanced progress tracking: Clinicia lacks visual tracking like before‑and‑after photo galleries or structured patient journey views, limiting insight for aesthetics or dermatology.
  • Limited advanced features: Core tools are solid but miss deeper integrations, AI automation, integrated POS, and advanced clinical workflows.
  • Limited marketing automation: Clinicia supports SMS campaigns and communication, but it lacks deep patient-journey marketing tools such as automated recalls, segmented campaigns, gift vouchers, and loyalty programs.

Customer reviews

“Very nice app to use on both mobile and PC. The new feature to send the prescription and bills, etc, on WhatsApp was the need of the hour, and I appreciate the efforts you have put into such a beautiful app.”Manish Rijhwani (Google Play)

“App doesn’t show any notification on new appointment booking request. And no pop-up on the website also. Blank screen after rescheduling appointment.”Dr. Vikrant Yadav (Google Play)

Who Clinicia is best for

  • Small to mid-sized clinics and practices: Clinicia is best for clinics looking for a simple, all-in-one patient management system with scheduling, records, and basic communication tools.
  • Multi-location practices: Supports multiple clinics in one account.
  • Clinics needing basic patient engagement: Ideal for practices that want appointment reminders, SMS communication, and simple reporting.

LeadSquared

LeadSquared

LeadSquared unites sales, marketing, and service teams on one AI-powered platform. It boosts patient intake, engagement, and retention through workflow automation and personalized campaigns.

Key features

  • Lead & patient tracking: LeadSquared tracks patient leads from first contact through booking and follow-up.
  • Marketing automation: The platform automates emails, SMS, and WhatsApp messages.
  • Appointment scheduling integration: Practices can integrate their medical scheduler with LeadSquared.
  • Mobile CRM access: Teams can view and update patient records, tasks, and communications on the mobile app.

Pricing

Plan Price (per month) What’s included
Sales Pro $40 / user Core CRM with lead management and sales tools.
Sales Super $60 / user All Pro features plus advanced automation, workflows, and sales process tools.
Marketing Pro $1,200 / account Core marketing automation features for campaigns and tracking.
Marketing Super $2,000 / account All Pro features plus expanded contact handling, larger email volumes, and more chatbot sessions.

Where LeadSquared shines

  • All-in-one CRM and marketing automation: LeadSquared combines sales, marketing, and task management in one platform.
  • Workflow automation: The platform supports automated follow-ups, drip campaigns, and trigger-based notifications.
  • Integration-friendly: LeadSquared connects with appointment schedulers, telehealth platforms, and other third-party tools.

Where LeadSquared falls short

  • Not a real practice management system: LeadSquared handles CRM, sales, and marketing well, but it lacks core medical features like patient forms, notes, and built-in scheduling.
  • Limited healthcare workflows: The system is made for sales teams, not medical teams.
  • High cost for full features: The Super tiers unlock the most value, but they come at a high price.

Customer reviews

“It is an easy-to-use interface with a customised workflow, including lead capturing, tracking with lead distribution automations.”Ashish G. (G2)

“I find the report customization challenging as it was initially difficult to tailor the data to our needs. There is a significant missing element in the CRM reports, specifically the inability to view all interactions with a customer.”Suraj V. (G2)

Who LeadSquare is best for

  • Sales-driven practices and clinics: Ideal for healthcare and aesthetic clinics that rely on structured sales workflows, automated follow-ups, and clear pipeline tracking.
  • High-volume lead environments: Great for practices handling many inquiries across phone, web forms, and social channels that need fast lead routing and scoring.
  • Multi-location clinics or growing groups: Well-suited for organizations that need centralized reporting and standardized sales processes across multiple sites.

Benefits of using patient management systems

A good patient management system keeps your clinic organised, improves care, and saves your team hours each week. Here’s how:

Benefits of using patient management systems

Smoother day-to-day operations

Patient management systems cut down on manual tasks like scheduling, reminders, and paperwork. 

Better patient experience

Patients enjoy quick booking, easy forms, and clear communication. A good system helps them feel informed and cared for from the moment they book to the moment they walk out the door.

Stronger clinical accuracy

Digital charts, treatment notes, and photo records help providers stay consistent. You can track progress, compare past visits, and make well-informed decisions.

Note

Need extra help choosing the best practice management software? Check out our Buyer’s Guide with an essential checklist.

Clearer business insights

You get dashboards and reports that show how your practice is doing. With real-time data, you can spot trends, fix weak points, and plan your next steps with confidence.

Less admin overload

Automations and self-serve tools like patient portals take care of the repetitive tasks your team spends hours on.

Pro Tip

If you’re in medi-aesthetics, discover the must-have features an aesthetic software should offer to help your practice run smoothly.

How to choose the best patient management software?

Choosing the right patient management software starts with knowing what matters most. 

Below, we break down the key features to look for so you can pick a system that fits your practice and your patients.

Comprehensive client records

Keeping all patient information in one place is key for smooth operations and high-quality care. Secure EMR and client cards store medical history, treatment notes, forms, photos, and appointments. 

Pabau does this seamlessly, making it easy to access and update records for every patient.

Feature consideration 1 - comprehensive client records

See it in action: Ready to experience Pabau’s comprehensive client records for yourself? Book a demo today and discover how easy managing patient information can be.

Patient portal & engagement

A portal lets patients view their medical history, treatments, and care instructions, which improves engagement and satisfaction. 

Pabau’s portal allows patients to check details anytime, keeping them informed while reducing admin workload.

Feature consideration 2- Patient portal in Pabau

Automated pre- & post-care communications

Automated messages for prep, aftercare, and follow-ups save time and enhance outcomes. Messages can be customized per service. 

Pabau handles this automatically, ensuring patients get treatment-specific guidance without extra effort.

Feature consideration 3 - Pre and post care

Customizable digital forms

Forms linked to services with smart logic capture accurate patient data efficiently. Conditional fields and design customization streamline intake and consent. 

Pabau’s forms adapt dynamically for each service and patient, improving data accuracy and experience.

Feature consideration 4 - Customizable forms

Try it live: Want to see how Pabau’s smart, customizable digital forms simplify patient intake? Book a demo and explore forms tailored to your services and workflow.

Advanced scheduling & online booking

Conflict-free calendars, multi-provider schedules, and online self-booking simplify appointment management

Pabau updates patient records automatically and keeps bookings smooth, reducing admin errors and no-shows.

Feature consideration 5 - Appointment scheduling

Optimize your practice with Pabau’s all-in-one patient management platform

  • Perfect for med spas, medical and aesthetic practices: Pabau is your all-in-one platform for patient management, customizable forms, and detailed client records—ideal if you want to wow your clients and streamline your workflow. 
  • Smaller or purely medical practices: If your focus isn’t aesthetics, lighter patient management system like SimplePractice, CureMD, or eClinicalWorks might be the smarter pick for keeping things simple.

Next Step

See Pabau in action with a demo or check out our full guide to the best EMR software for medical and aesthetic practices and discover how it can make running your practice easier (and a lot more fun).