improvado.io/blog/best-hipaa-compliant-crm-platforms-compared

Finding a no-code or low-code platform that will legally sign a **HIPAA Business Associate Agreement (BAA)** narrows down your choices significantly. Many popular visual builders (such as standard Bubble, Retool Cloud, or FlutterFlow) explicitly state in their terms that they do not sign a BAA or handle Protected Health Information (PHI) on their multi-tenant cloud tiers.[](https://manual.bubble.io/help-guides/optimizing-an-application/compliance/hipaa) [[1]](https://manual.bubble.io/help-guides/optimizing-an-application/compliance/hipaa)[[2]](https://www.catalyticsautomation.com/blog/hipaa-compliant-no-code-tools-compared)[[3]](https://www.reddit.com/r/specode/comments/1uits1d/can_you_build_a_hipaa_compliant_healthcare_app/)[[4]](https://docs.retool.com/legal/master-subscription-agreement) The few no-code/low-code platforms that **do** offer a BAA or support a compliant path fall into distinct categories depending on whether you are building full data apps, forms, or enterprise workflows:[[1]](https://bubble.io/blog/hipaa-compliant-app-builder/) - **[Caspio](https://www.caspio.com/)** - **Scope:** Full-stack no-code database applications, portals, and workflows. - **BAA Availability:** Yes, available on higher/corporate tiers. - **Details:** Built explicitly with an enterprise relational database on secure AWS infrastructure, offering audit logs, encryption at rest/in transit, and granular permissions out of the box.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/)[[2]](https://www.youtube.com/shorts/A0O53sXWazI)[[3]](https://www.reform.app/blog/best-hipaa-compliant-form-builders-healthcare)[[4]](https://www.blaze.tech/post/is-supabase-hipaa-compliant)[[5]](https://www.fax.plus/hipaa-compliant-fax/which-fax-services-are-hipaa-compliant) - **[Knack](https://www.knack.com/)** - **Scope:** Online database apps, directories, and client/patient portals. - **BAA Availability:** Yes, via their dedicated HIPAA-compliant package/edition. - **Details:** Backed by secure infrastructure configurations (including AWS GovCloud/HIPAA editions restricted to the US), password controls, and activity audit trails.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://www.knack.com/video/build-hipaa-compliant-apps-without-code/)[[2]](https://www.knack.com/pricing/hipaa-compliant-package/)[[3]](https://www.reddit.com/r/nocode/comments/18xzjxy/nocode_sites_that_are_hippa_and_phipa_compliant/) - **[Jotform](https://www.jotform.com/)** - **Scope:** Forms, data collection, and signature workflows. - **BAA Availability:** Yes, available on their **Gold and Enterprise** plans. - **Details:** Excellent if your use case is limited to patient intake forms, medical questionnaires, or secure document signing rather than a full dynamic web application.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://improvado.io/blog/best-hipaa-compliant-crm-platforms-compared)[[2]](https://www.customerlabs.com/blog/how-to-scale-meta-health-campaigns-while-using-jotform-hipaa-forms/?srsltid=AfmBOop85tw6dwD3fejJCYdLlZzxyRsYSND3Gw2N84Q9aKjKsWHIUwjS)[[3]](https://www.jotform.com/blog/best-ehr-for-private-practice/) - **[Appian](https://www.appian.com/)** - **Scope:** Enterprise low-code process automation and case management. - **BAA Availability:** Yes, for enterprise health implementations. - **Details:** Geared towards large-scale enterprise deployments requiring rigorous governance and private AI/data handling.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://zapier.com/blog/best-low-code-automation-platforms/) - **[DrapCode](https://drapcode.com/)** - **Scope:** Visual no-code web app builder. - **BAA Availability:** Yes, on dedicated HIPAA tiers. - **Details:** Allows full control over database and logic configurations for health-related web applications.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://www.devmatrix.us.com/bubble/app-type/build-a-healthcare-compliance-app-with-bubble) Critical Caveats for No-Code Healthcare Apps - **The Frontend vs. Backend Split:** Tools like **FlutterFlow** or **Retool** operate primarily as frontends. FlutterFlow will not sign a BAA because it doesn't store your data directly; instead, you must connect it to a HIPAA-eligible backend like **Supabase** or **Firebase** under a signed BAA with *those* specific backend vendors. Similarly, Retool requires you to use their **self-hosted/on-premise** deployment behind your own firewall where data never touches Retool's servers, as they do not sign a BAA for Retool Cloud.[](https://www.reddit.com/r/specode/comments/1uits1d/can_you_build_a_hipaa_compliant_healthcare_app/) [[1]](https://www.blaze.tech/post/retool-reviews)[[2]](https://www.inceptmvp.com/flutterflow/flutterflow-for-healthcare-apps-with-hipaa-compliance-and-key-benefits)[[3]](https://verticomply.com/blog/best-no-code-app-builders-2026) - **Configuration is Yours:** Even with a signed BAA from Caspio, Knack, or Jotform, the platform provider only covers the infrastructure layer. You remain responsible for proper role-based access configurations, secure integrations, and ensuring no unvetted third-party analytics or tracking pixels leak PHI.[](https://www.reddit.com/r/specode/comments/1uits1d/can_you_build_a_hipaa_compliant_healthcare_app/) If you can share what **type of application** you are building (e.g., patient intake forms, a full patient portal, or an internal clinical dashboard) and your **preferred data backend** , I can help you **map out the right compliant architecture**. Finding a no-code or low-code platform that will legally sign a HIPAA Business Associate Agreement (BAA) narrows down your choices significantly. Many popular visual builders (such as standard Bubble, Retool Cloud, or FlutterFlow) explicitly state in their terms that they do not sign a BAA or handle Protected Health Information (PHI) on their multi-tenant cloud tiers. The Health Insurance Portability and Accountability Act (HIPAA) is a federal law that protects the privacy and security of individ... A platform is usable for patient data only if it will sign a Business Associate Agreement. Encryption and SOC 2 do not substitute ... You are still on the hook for the things code cannot produce: a documented risk analysis, a named Security Officer, signed BAAs wi... 3.5. HIPAA Compliance. Customer acknowledges that Retool is not a Business Associate or subcontractor (as those terms are defined ... The few no-code/low-code platforms that do offer a BAA or support a compliant path fall into distinct categories depending on whether you are building full data apps, forms, or enterprise workflows: The few no-code/low-code platforms that **do** offer a BAA or support a compliant path fall into distinct categories depending on whether you are building full data apps, forms, or enterprise workflows:[[1]](https://bubble.io/blog/hipaa-compliant-app-builder/) Choose HIPAA-eligible infrastructure ... Even then, you're the one who has to configure those systems correctly. And if a platform... CaspioScope: Full-stack no-code database applications, portals, and workflows. BAA Availability: Yes, available on higher/corporate tiers. Details: Built explicitly with an enterprise relational database on secure AWS infrastructure, offering audit logs, encryption at rest/in transit, and granular permissions out of the box. Scope: Full-stack no-code database applications, portals, and workflows. BAA Availability: Yes, available on higher/corporate tiers. Details: Built explicitly with an enterprise relational database on secure AWS infrastructure, offering audit logs, encryption at rest/in transit, and granular permissions out of the box. KnackScope: Online database apps, directories, and client/patient portals. BAA Availability: Yes, via their dedicated HIPAA-compliant package/edition. Details: Backed by secure infrastructure configurations (including AWS GovCloud/HIPAA editions restricted to the US), password controls, and activity audit trails. Scope: Online database apps, directories, and client/patient portals. BAA Availability: Yes, via their dedicated HIPAA-compliant package/edition. Details: Backed by secure infrastructure configurations (including AWS GovCloud/HIPAA editions restricted to the US), password controls, and activity audit trails. JotformScope: Forms, data collection, and signature workflows. BAA Availability: Yes, available on their Gold and Enterprise plans. Details: Excellent if your use case is limited to patient intake forms, medical questionnaires, or secure document signing rather than a full dynamic web application. Scope: Forms, data collection, and signature workflows. BAA Availability: Yes, available on their Gold and Enterprise plans. Details: Excellent if your use case is limited to patient intake forms, medical questionnaires, or secure document signing rather than a full dynamic web application. AppianScope: Enterprise low-code process automation and case management. BAA Availability: Yes, for enterprise health implementations. Details: Geared towards large-scale enterprise deployments requiring rigorous governance and private AI/data handling. Scope: Enterprise low-code process automation and case management. BAA Availability: Yes, for enterprise health implementations. Details: Geared towards large-scale enterprise deployments requiring rigorous governance and private AI/data handling. DrapCodeScope: Visual no-code web app builder. BAA Availability: Yes, on dedicated HIPAA tiers. Details: Allows full control over database and logic configurations for health-related web applications. Scope: Visual no-code web app builder. BAA Availability: Yes, on dedicated HIPAA tiers. Details: Allows full control over database and logic configurations for health-related web applications. - **[Caspio](https://www.caspio.com/)** - **Scope:** Full-stack no-code database applications, portals, and workflows. - **BAA Availability:** Yes, available on higher/corporate tiers. - **Details:** Built explicitly with an enterprise relational database on secure AWS infrastructure, offering audit logs, encryption at rest/in transit, and granular permissions out of the box.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/)[[2]](https://www.youtube.com/shorts/A0O53sXWazI)[[3]](https://www.reform.app/blog/best-hipaa-compliant-form-builders-healthcare)[[4]](https://www.blaze.tech/post/is-supabase-hipaa-compliant)[[5]](https://www.fax.plus/hipaa-compliant-fax/which-fax-services-are-hipaa-compliant) - **[Knack](https://www.knack.com/)** - **Scope:** Online database apps, directories, and client/patient portals. - **BAA Availability:** Yes, via their dedicated HIPAA-compliant package/edition. - **Details:** Backed by secure infrastructure configurations (including AWS GovCloud/HIPAA editions restricted to the US), password controls, and activity audit trails.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://www.knack.com/video/build-hipaa-compliant-apps-without-code/)[[2]](https://www.knack.com/pricing/hipaa-compliant-package/)[[3]](https://www.reddit.com/r/nocode/comments/18xzjxy/nocode_sites_that_are_hippa_and_phipa_compliant/) - **[Jotform](https://www.jotform.com/)** - **Scope:** Forms, data collection, and signature workflows. - **BAA Availability:** Yes, available on their **Gold and Enterprise** plans. - **Details:** Excellent if your use case is limited to patient intake forms, medical questionnaires, or secure document signing rather than a full dynamic web application.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://improvado.io/blog/best-hipaa-compliant-crm-platforms-compared)[[2]](https://www.customerlabs.com/blog/how-to-scale-meta-health-campaigns-while-using-jotform-hipaa-forms/?srsltid=AfmBOop85tw6dwD3fejJCYdLlZzxyRsYSND3Gw2N84Q9aKjKsWHIUwjS)[[3]](https://www.jotform.com/blog/best-ehr-for-private-practice/) - **[Appian](https://www.appian.com/)** - **Scope:** Enterprise low-code process automation and case management. - **BAA Availability:** Yes, for enterprise health implementations. - **Details:** Geared towards large-scale enterprise deployments requiring rigorous governance and private AI/data handling.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://zapier.com/blog/best-low-code-automation-platforms/) - **[DrapCode](https://drapcode.com/)** - **Scope:** Visual no-code web app builder. - **BAA Availability:** Yes, on dedicated HIPAA tiers. - **Details:** Allows full control over database and logic configurations for health-related web applications.[](https://www.caspio.com/blog/best-hipaa-compliant-app-builders-in-2026/) [[1]](https://www.devmatrix.us.com/bubble/app-type/build-a-healthcare-compliance-app-with-bubble) Table_title: The Best HIPAA-Compliant App Builders at a Glance Table_content: | Platform | BAA | Build scope | | --- | --- | --- | what's the best HIPPA compliant noode platform if you're storing protected health information most no code tools fail your complia... BAA Availability: Offered across all platforms but often limited to higher-tier plans. For instance, Supabase only signs Business Associate Agreements (BAAs) on higher-tier plans like the Team Plan, and users must req... Corporate-tier plans can be HIPAA compliant with a signed BAA, but expect higher pricing. you have point solutions that are built for healthcare. but can be really rigid or outdated on the other side of the spectrum you ... Knack's HIPAA-compliance package includes: * Comprehensive user guides and tutorials * Tips and best practices * Integrations with... Thank you so much! ... Yeah, handling patient info is a whole different game most no code tools aren't built for that level of sec... Business Associate Agreement (BAA) Availability and Scope Verify that the vendor offers a BAA and understand what it covers. Some ... Yes, Jotform offers a HIPAA-compliant environment, but only if you enable HIPAA compliance and sign a Business Associate Agreement... On the other hand, if the biggest issue you have right now is patient intake, Jotform is the best pick. You don't need to replace ... Appian is a mainstay in business process automation that has recently pivoted to low-code automation use cases. It typically appea... What is Bubble and why use it for healthcare compliance apps? Bubble is a no-code platform that allows you to build web applicatio... The Frontend vs. Backend Split: Tools like FlutterFlow or Retool operate primarily as frontends. FlutterFlow will not sign a BAA because it doesn't store your data directly; instead, you must connect it to a HIPAA-eligible backend like Supabase or Firebase under a signed BAA with those specific backend vendors. Similarly, Retool requires you to use their self-hosted/on-premise deployment behind your own firewall where data never touches Retool's servers, as they do not sign a BAA for Retool Cloud. Configuration is Yours: Even with a signed BAA from Caspio, Knack, or Jotform, the platform provider only covers the infrastructure layer. You remain responsible for proper role-based access configurations, secure integrations, and ensuring no unvetted third-party analytics or tracking pixels leak PHI. - **The Frontend vs. Backend Split:** Tools like **FlutterFlow** or **Retool** operate primarily as frontends. FlutterFlow will not sign a BAA because it doesn't store your data directly; instead, you must connect it to a HIPAA-eligible backend like **Supabase** or **Firebase** under a signed BAA with *those* specific backend vendors. Similarly, Retool requires you to use their **self-hosted/on-premise** deployment behind your own firewall where data never touches Retool's servers, as they do not sign a BAA for Retool Cloud.[](https://www.reddit.com/r/specode/comments/1uits1d/can_you_build_a_hipaa_compliant_healthcare_app/) [[1]](https://www.blaze.tech/post/retool-reviews)[[2]](https://www.inceptmvp.com/flutterflow/flutterflow-for-healthcare-apps-with-hipaa-compliance-and-key-benefits)[[3]](https://verticomply.com/blog/best-no-code-app-builders-2026) - **Configuration is Yours:** Even with a signed BAA from Caspio, Knack, or Jotform, the platform provider only covers the infrastructure layer. You remain responsible for proper role-based access configurations, secure integrations, and ensuring no unvetted third-party analytics or tracking pixels leak PHI.[](https://www.reddit.com/r/specode/comments/1uits1d/can_you_build_a_hipaa_compliant_healthcare_app/) Is Retool HIPAA-Compliant? Retool's standard cloud-based platform is not HIPAA-compliant. You can use their self-hosted version in... FlutterFlow itself is not a backend and therefore doesn't "store" PHI. However, it integrates with platforms that can be HIPAA-com... Quick Answer: Which No-Code App Builder Is Best in 2026? The best no-code app builders in 2026 are Bubble (web SaaS), Adalo and Fl... If you can share what type of application you are building (e.g., patient intake forms, a full patient portal, or an internal clinical dashboard) and your preferred data backend, I can help you map out the right compliant architecture. If you can share what **type of application** you are building (e.g., patient intake forms, a full patient portal, or an internal clinical dashboard) and your **preferred data backend** , I can help you **map out the right compliant architecture**.

For small healthcare practices, solo practitioners, and independent clinics, the best client/patient portal solutions are almost always bundled into an **all-in-one Electronic Health Record (EHR)** or **Practice Management (PM)** system . Trying to piece together a standalone portal often creates security gaps or messy data duplication.[](https://patient-protect.com/post/top-7-hipaa-compliant-practice-management-software-2026) [[1]](https://patient-protect.com/post/top-7-hipaa-compliant-practice-management-software-2026)[[2]](https://doctorconnect.net/best-digital-check-in-for-medical-offices-2026/)[[3]](https://www.youtube.com/watch?v=Ghb6SAHdnYk&vl=en&t=23)[[4]](https://bluebrix.health/use-cases/implement-unified-patient-portal-multiple-ehr-systems)[[5]](https://www.vozohealth.com/blog/practice-management-vs-ehr-bundled-solutions-whats-best-for-your-organization) The top-rated solutions tailored for small practices focus on ease of use, robust mobile access, transparent pricing, and—crucially—a signed **Business Associate Agreement (BAA)** to ensure true HIPAA compliance.[](https://patient-protect.com/post/top-8-hipaa-compliant-ehr-systems-for-independent-practices-2026) [[1]](https://patient-protect.com/post/top-8-hipaa-compliant-ehr-systems-for-independent-practices-2026)[[2]](https://www.moxo.com/blog/secure-client-portals-healthcare)[[3]](https://www.hipaavault.com/resources/hipaa-compliant-telehealth-platforms/)[[4]](https://provensoftware.com/best-behavioral-health-ehr-software/)[[5]](https://www.ltvplus.com/customer-service/hipaa-customer-support/) Top HIPAA-Compliant Portal Solutions for Small Practices 1. **SimplePractice** - **Best for:** Solo practitioners, therapists, counselors, and small mental health/wellness groups. - **Why it fits:** It offers a completely integrated, highly-rated client portal at no extra per-client cost. Clients can easily book appointments, complete digital intake paperwork, view documents, and pay securely. It also includes smooth mobile apps for both provider and client. - **Core Features:** Integrated telehealth, customized intake documents, and automated reminders.[](https://verticalsaasindex.com/industries/healthcare) [[1]](https://verticalsaasindex.com/industries/healthcare)[[2]](https://www.simplepractice.com/features/client-portal/)[[3]](https://www.simplepractice.com/features/solo-practice/)[[4]](https://medcurity.com/hipaa-compliance-small-practices/)[[5]](https://pabau.com/blog/hipaa-compliant-telehealth-platforms/) 2. **athenahealth (athenaOne)** - **Best for:** Small ambulatory and independent medical physician practices needing robust medical billing. - **Why it fits:** Frequently winning industry awards for small-practice usability, athenahealth provides a powerhouse cloud-based portal (`athenaPatient` ) that handles lab results, secure messaging, and complex insurance/billing workflows seamlessly. - **Core Features:** Extensive interoperability, robust revenue cycle management, and automated patient outreach.[](https://omnimd.com/blog/best-ehr-systems-small-practices/) [[1]](https://omnimd.com/blog/best-ehr-systems-small-practices/)[[2]](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/)[[3]](https://www.ehrinpractice.com/best-ehr-patient-portals-comparison.html)[[4]](https://www.athenahealth.com/resources/blog/care-management-athenaone) 3. **Jane App** - **Best for:** Allied health clinics (physical therapy, chiropractic, acupuncture, massage) with 1 to 20 providers. - **Why it fits:** Jane is famous for its clean, modern interface and intuitive online booking system. The client portal matches the aesthetic of a modern consumer app while maintaining strict HIPAA compliance, customized charting, and integrated payment processing. - **Core Features:** Discipline-specific charting, streamlined online booking, and secure intake form building.[](https://verticalsaasindex.com/industries/healthcare) [[1]](https://softwarefinder.com/resources/best-ehr-solo-practice-efficiency-cost-reduction)[[2]](https://softwarefinder.com/emr-software/carepatron/alternatives) 4. **Tebra (formerly Kareo)** - **Best for:** Independent medical practices wanting to actively drive practice growth alongside patient engagement. - **Why it fits:** Tebra combines practice management, clinical charting, and a patient portal designed specifically to help small practices manage their online reputation, schedule easily, and handle billing under one umbrella. - **Core Features:** Patient acquisition tools, digital intake forms, and automated text/email reminders.[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026)[[2]](https://softwarefinder.com/resources/best-emr-for-small-practice)[[3]](https://helpsquad.com/blog/best-emr-tools-for-small-practices/)[[4]](https://omnimd.com/blog/best-practice-management-systems/) 5. **DrChrono** - **Best for:** Mobile-first and iPad-centric small medical practices. - **Why it fits:** Highly customizable and built with mobile accessibility in mind, DrChrono lets providers manage clinical notes, e-prescribe, and review patient-submitted portal info directly from an iPad or iPhone. - **Core Features:** Mobile documentation, e-prescribing, and fully customizable medical form templates.[](https://verticalsaasindex.com/industries/healthcare) [[1]](https://practicesuite.com/resources/medical-billing-software-for-small-practices/)[[2]](https://skriber.com/blog/best-ehr-for-private-practice)[[3]](https://hellorache.com/10-medical-practice-management-solutions-for-2026/)[[4]](https://patientnotes.ai/resources/best-ehr-small-practices) Specialized / Standalone Options - **Spruce Health** : Excellent if your primary need is robust, unified HIPAA-compliant communication (secure texting, calling, and telehealth) rather than heavy clinical charting.[](https://verticalsaasindex.com/industries/healthcare) [[1]](https://www.capminds.com/telehealth-ehr/)[[2]](https://enterprisetube.com/blog/9-best-hipaa-compliant-video-platforms-for-healthcare-providers)[[3]](https://doctorconnect.net/best-hipaa-compliant-patient-texting-software-2026/)[[4]](https://www.accountablehq.com/post/get-a-hipaa-compliant-phone-number-for-secure-patient-calls-and-texts) - **Healthie** : The go-to choice for small nutrition, dietetics, and wellness coaching practices that need continuous client engagement and dietary tracking logs.[](https://pabau.com/blog/hipaa-compliant-telehealth-platforms/) [[1]](https://pabau.com/blog/hipaa-compliant-telehealth-platforms/)[[2]](https://lunacal.ai/blogs/hipaa-compliant-scheduling-software)[[3]](https://www.choosingtherapy.com/healthie-review/) What to Verify Before Choosing - **The BAA is Non-Negotiable:** Ensure the vendor explicitly signs a Business Associate Agreement (BAA). If a tool (like generic scheduling apps or standard CRMs) does not sign a BAA, it is not HIPAA-compliant, regardless of how secure their encryption claims to be.[[1]](https://www.cybersierra.co/blog/best-hipaa-compliance-tools-telehealth)[[2]](https://improvado.io/blog/best-hipaa-compliant-crm-platforms-compared)[[3]](https://www.instavc.com/blogs/hipaa-telehealth-platform)[[4]](https://www.hipaavault.com/resources/hipaa-compliant-online-forms/)[[5]](https://www.sequenzy.com/email-marketing-for/hipaa-compliant-saas) - **Workflow Ownership:** Remember that software is only "HIPAA-compliant" if configured properly. You are still responsible for user role management, setting strong passwords, and monitoring audit logs.[](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/) [[1]](https://www.youtube.com/watch?v=dCA1BNxUYHk&t=779)[[2]](https://blocksurvey.io/hipaa-compliant-tools/hipaa-compliant-password-managers)[[3]](https://www.accountablehq.com/post/hipaa-compliant-hosting-best-practices) If you can share: - **Your specific medical specialty** (e.g., mental health, physical therapy, general practice) - **Whether you take insurance or operate cash-only** I can help narrow down the ideal platform and provide a more targeted recommendation. For small healthcare practices, solo practitioners, and independent clinics, the best client/patient portal solutions are almost always bundled into an all-in-one Electronic Health Record (EHR) or Practice Management (PM) system. Trying to piece together a standalone portal often creates security gaps or messy data duplication. Top 7 HIPAA-Compliant Practice Management Software for Independent Practices (2026) Ranked guide to the 7 practice management plat... Medical Check In. Medical Check In is a focused solution offering digital check-in through kiosks, mobile apps, and QR codes, with... and this is why in this video I'm going to be showing you the best EHR. options for small practices at the moment who each one is ... Patients and providers often waste precious time juggling multiple portals, each holding only part of the story. This fragmentatio... The freedom and specialization of standalone systems do come with challenges. By definition, separate EHR and PM software means se... The top-rated solutions tailored for small practices focus on ease of use, robust mobile access, transparent pricing, and—crucially—a signed Business Associate Agreement (BAA) to ensure true HIPAA compliance. The top-rated solutions tailored for small practices focus on ease of use, robust mobile access, transparent pricing, and—crucially—a signed **Business Associate Agreement (BAA)** to ensure true HIPAA compliance.[](https://patient-protect.com/post/top-8-hipaa-compliant-ehr-systems-for-independent-practices-2026) [[1]](https://patient-protect.com/post/top-8-hipaa-compliant-ehr-systems-for-independent-practices-2026)[[2]](https://www.moxo.com/blog/secure-client-portals-healthcare)[[3]](https://www.hipaavault.com/resources/hipaa-compliant-telehealth-platforms/)[[4]](https://provensoftware.com/best-behavioral-health-ehr-software/)[[5]](https://www.ltvplus.com/customer-service/hipaa-customer-support/) Top 8 HIPAA-Compliant EHR Systems for Independent Practices (2026) Ranked guide to the 8 EHR platforms most commonly adopted by in... Essential features for healthcare portals * Encrypted messaging and file sharing: All patient communications happen within encrypt... FAQ: HIPAA Compliant Telehealth Platforms * Which telehealth platforms are HIPAA compliant? Platforms like Zoom for Healthcare, Do... 2. SimplePractice Best for: Solo clinicians and small private practices that want an easy-to-use system with strong client-facing ... At the absolute minimum, you need a signed Business Associate Agreement (BAA) ensuring compliance. Let's talk about the legally bi... Top HIPAA-Compliant Portal Solutions for Small Practices Spruce Health : Excellent if your primary need is robust, unified HIPAA-compliant communication (secure texting, calling, and telehealth) rather than heavy clinical charting. Healthie : The go-to choice for small nutrition, dietetics, and wellness coaching practices that need continuous client engagement and dietary tracking logs. - **Spruce Health** : Excellent if your primary need is robust, unified HIPAA-compliant communication (secure texting, calling, and telehealth) rather than heavy clinical charting.[](https://verticalsaasindex.com/industries/healthcare) [[1]](https://www.capminds.com/telehealth-ehr/)[[2]](https://enterprisetube.com/blog/9-best-hipaa-compliant-video-platforms-for-healthcare-providers)[[3]](https://doctorconnect.net/best-hipaa-compliant-patient-texting-software-2026/)[[4]](https://www.accountablehq.com/post/get-a-hipaa-compliant-phone-number-for-secure-patient-calls-and-texts) - **Healthie** : The go-to choice for small nutrition, dietetics, and wellness coaching practices that need continuous client engagement and dietary tracking logs.[](https://pabau.com/blog/hipaa-compliant-telehealth-platforms/) [[1]](https://pabau.com/blog/hipaa-compliant-telehealth-platforms/)[[2]](https://lunacal.ai/blogs/hipaa-compliant-scheduling-software)[[3]](https://www.choosingtherapy.com/healthie-review/) Secure, HIPAA-Aligned Telehealth Implementation: Every call, message, and file transfer is encrypted. Every workflow follows stric... 8. Spruce Health Spruce Health provides a unified communication platform offering HIPAA-compliant video visits, secure messaging, ... Frequently Asked Questions * Is DoctorConnect's texting HIPAA-compliant? Yes. All patient communications—SMS, WhatsApp, and remind... Conclusion By pairing a HIPAA‑compliant phone number with secure messaging, strong encryption, rigorous access controls, and compl... Best HIPAA compliant telehealth platforms in 2026: Top 7 compared * Best HIPAA compliant telehealth platforms: Quick comparison. * If you run a nutrition, health coaching, or wellness practice with ongoing client engagement, Healthie and Practice Better are bet... Click here to close the answer container. Healthie is best suited for solo providers, small teams, and wellness-focused practices ... The BAA is Non-Negotiable: Ensure the vendor explicitly signs a Business Associate Agreement (BAA). If a tool (like generic scheduling apps or standard CRMs) does not sign a BAA, it is not HIPAA-compliant, regardless of how secure their encryption claims to be. Workflow Ownership: Remember that software is only "HIPAA-compliant" if configured properly. You are still responsible for user role management, setting strong passwords, and monitoring audit logs. - **The BAA is Non-Negotiable:** Ensure the vendor explicitly signs a Business Associate Agreement (BAA). If a tool (like generic scheduling apps or standard CRMs) does not sign a BAA, it is not HIPAA-compliant, regardless of how secure their encryption claims to be.[[1]](https://www.cybersierra.co/blog/best-hipaa-compliance-tools-telehealth)[[2]](https://improvado.io/blog/best-hipaa-compliant-crm-platforms-compared)[[3]](https://www.instavc.com/blogs/hipaa-telehealth-platform)[[4]](https://www.hipaavault.com/resources/hipaa-compliant-online-forms/)[[5]](https://www.sequenzy.com/email-marketing-for/hipaa-compliant-saas) - **Workflow Ownership:** Remember that software is only "HIPAA-compliant" if configured properly. You are still responsible for user role management, setting strong passwords, and monitoring audit logs.[](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/) [[1]](https://www.youtube.com/watch?v=dCA1BNxUYHk&t=779)[[2]](https://blocksurvey.io/hipaa-compliant-tools/hipaa-compliant-password-managers)[[3]](https://www.accountablehq.com/post/hipaa-compliant-hosting-best-practices) The BAA is your foundation. A signed Business Associate Agreement is non-negotiable. If a vendor won't sign one, they cannot handl... The BAA is non-negotiable. The simplest and most important way to check is to ask the vendor one question: “Will you sign a Business Associate Agreement (BAA... Any vendor handling PHI ( protected health information (PHI ) must sign a Business Associate Agreement. If a platform refuses to s... Encryption is one of several technical safeguards HIPAA requires. You also need access controls, audit logging, a signed BAA, and ... for things like nightly database backups which is also important to make sure that encrypted data is backed up as well for your pa... One of the most important measures to ensure HIPAA compliance is to use strong and secure passwords for accessing these sensitive ... In summary, thorough audit logging and system monitoring are your best defense against unauthorized access, data loss, and complia... If you can share: Your specific medical specialty (e.g., mental health, physical therapy, general practice) Whether you take insurance or operate cash-only - **Your specific medical specialty** (e.g., mental health, physical therapy, general practice) - **Whether you take insurance or operate cash-only** I can help narrow down the ideal platform and provide a more targeted recommendation. 10 Best HIPAA Compliant Patient Portal Solutions for Secure Healthcare Communication in 2026 * 10 Best HIPAA Compliant Patient Por... Top Healthcare Software for SMBs * SimplePractice. Best for therapists and small practices. All-in-one practice management for men... Top 12 HIPAA-Compliant Patient Portal Software * Cerbo – Best for customizable patient workflows. Cerbo by MD HQ provides patients... 1. Athenahealth. Athenahealth is the system that comes up in practically every conversation about EHRs for independent practices. ... Leading patient portal solutions * Epic's MyChart. The most widely used portal for large health systems. Epic MyChart provides ful... What a small-practice HIPAA program actually needs. A fit-for-purpose small practice HIPAA program has five moving parts. No more, Streamlined admin tasks * Better access to care for every client. Eliminate barriers to care with best-in-class telehealth and a d... Good for your clients. Good for you. * Intuitive mobile app for easy access. Your clients can download the secure Client Portal mo...

Top HIPAA-compliant client portal solutions for small healthcare practices include **SimplePractice** (best for mental health/solo practitioners), **Healthie** (best for nutrition and wellness workflows), **TheraNest** (ideal for behavioral health), and **Tebra / Kareo** or **AdvancedMD** (best for general medical small practices needing robust billing and scheduling). These platforms offer secure messaging, intake forms, and appointment booking.[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026)[[2]](https://pabau.com/blog/hipaa-compliant-telehealth-platforms/)[[3]](https://www.medicaltranscriptionservicecompany.com/blog/best-10-hipaa-compliant-telemedicine-platforms/)[[4]](https://www.hipaavault.com/resources/hipaa-compliant-telehealth-platforms/)[[5]](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/)[[6]](https://www.simplepractice.com/features/client-portal/)[[7]](https://www.caspio.com/use-cases/build-patient-portal/)Top Solutions Compared - **[SimplePractice](https://www.simplepractice.com/features/client-portal/):** Built for solo and small mental health or wellness practices. It features paperless intake, telehealth, secure messaging, and automated billing.[](https://www.simplepractice.com/features/client-portal/) - **Healthie:** Excellent for dietitians, nutritionists, and coaching-heavy practices. It includes food/lifestyle logging, secure video, client mobile apps, and document sharing.[](https://www.tellescope.com/hipaa/patient-portal) [[1]](https://www.tellescope.com/hipaa/patient-portal) - **TheraNest:** Tailored for mental and behavioral health groups. Offers robust client portals for e-signatures, telehealth, and calendar management.[](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/) [[1]](https://mentalhealthitsolutions.com/blog/best-online-intake-forms-for-therapy-practices/) - **Tebra:** Combines patient communication, reputation management, digital intake forms, and billing into an easy-to-use platform for small medical offices.[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://practicesuite.com/resources/medical-billing-software-for-small-practices/)[[2]](https://www.ehrinpractice.com/small-practice-ehrs.html)[[3]](https://www.businessnewsdaily.com/10914-best-electronic-health-records-systems.html)[[4]](https://blog.quadrant.health/tebra-ehr-software-review/) - **AdvancedMD:** Scalable option for small-to-medium clinical practices requiring deep EHR integration, scheduling, and custom reporting workflows.[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://www.certifyhealth.com/blog/top-10-healthcare-patient-management-software-in-2026/)[[2]](https://www.linkedin.com/pulse/top-medical-billing-services-small-practices-usa-xzjpc)[[3]](https://transcure.net/medical-billing/software/emr/best/)[[4]](https://www.advancedmd.com/mobile-apps/clinical/) Key Features to Look For - **Business Associate Agreement (BAA):** The vendor must legally sign a BAA accepting liability for protecting patient health information (PHI). - **Data Encryption:** Ensure end-to-end encryption for data both in transit and at rest. - **Audit Controls:** The system should track logs of who viewed or downloaded patient files. - **Workflow Automation:** Look for self-service scheduling, automated reminders, and digital intake forms to reduce admin burden.[](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/) [[1]](https://www.moxo.com/blog/secure-client-portals-healthcare)[[2]](https://practicebetter.io/blog/4-hipaa-compliant-tools-your-practice-cant-live-without)[[3]](https://www.knack.com/blog/hipaa-compliant-patient-portal-set-up/)[[4]](https://www.hipaavault.com/resources/hipaa-compliant-patient-portals-with-wordpress-building-secure-and-accessible-platforms/) If you share your **medical specialty** (e.g., therapy, physical therapy, general practice) and **key needs** (like billing or telehealth), I can recommend the exact platform that fits your workflow. Top HIPAA-compliant client portal solutions for small healthcare practices include SimplePractice (best for mental health/solo practitioners), Healthie (best for nutrition and wellness workflows), TheraNest (ideal for behavioral health), and Tebra / Kareo or AdvancedMD (best for general medical small practices needing robust billing and scheduling). These platforms offer secure messaging, intake forms, and appointment booking. 10 Best HIPAA Compliant Patient Portal Solutions for Secure Healthcare Communication in 2026 * 10 Best HIPAA Compliant Patient Por... 2. SimplePractice – Best for solo mental health telehealth * Native HIPAA-compliant teletherapy: Video sessions support up to 15 c... Best HIPAA-compliant Telemedicine Platforms for Healthcare Providers * Blaze. Blaze is a no-code platform that allows healthcare o... Best HIPAA Compliant Telehealth Platforms for Doctors * Zoom for Healthcare. Familiar video interface. ... * Doxy.me. Browser-base... Table_title: HIPAA-Compliant Patient Portal Software Comparison (2026) Table_content: | Provider | Best For | Core Capabilities | ... The SimplePractice Client Portal is a HIPAA-compliant, HITRUST certified tool for therapy. It allows clients to: * **Send messages... What You Can Include in Your Patient Portal * Appointment Scheduling. Allow patients to book and confirm appointments online. * He... SimplePractice : Built for solo and small mental health or wellness practices. It features paperless intake, telehealth, secure messaging, and automated billing. Healthie: Excellent for dietitians, nutritionists, and coaching-heavy practices. It includes food/lifestyle logging, secure video, client mobile apps, and document sharing. TheraNest: Tailored for mental and behavioral health groups. Offers robust client portals for e-signatures, telehealth, and calendar management. Tebra: Combines patient communication, reputation management, digital intake forms, and billing into an easy-to-use platform for small medical offices. AdvancedMD: Scalable option for small-to-medium clinical practices requiring deep EHR integration, scheduling, and custom reporting workflows. - **[SimplePractice](https://www.simplepractice.com/features/client-portal/):** Built for solo and small mental health or wellness practices. It features paperless intake, telehealth, secure messaging, and automated billing.[](https://www.simplepractice.com/features/client-portal/) - **Healthie:** Excellent for dietitians, nutritionists, and coaching-heavy practices. It includes food/lifestyle logging, secure video, client mobile apps, and document sharing.[](https://www.tellescope.com/hipaa/patient-portal) [[1]](https://www.tellescope.com/hipaa/patient-portal) - **TheraNest:** Tailored for mental and behavioral health groups. Offers robust client portals for e-signatures, telehealth, and calendar management.[](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/) [[1]](https://mentalhealthitsolutions.com/blog/best-online-intake-forms-for-therapy-practices/) - **Tebra:** Combines patient communication, reputation management, digital intake forms, and billing into an easy-to-use platform for small medical offices.[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://practicesuite.com/resources/medical-billing-software-for-small-practices/)[[2]](https://www.ehrinpractice.com/small-practice-ehrs.html)[[3]](https://www.businessnewsdaily.com/10914-best-electronic-health-records-systems.html)[[4]](https://blog.quadrant.health/tebra-ehr-software-review/) - **AdvancedMD:** Scalable option for small-to-medium clinical practices requiring deep EHR integration, scheduling, and custom reporting workflows.[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://www.certifyhealth.com/blog/top-10-healthcare-patient-management-software-in-2026/)[[2]](https://www.linkedin.com/pulse/top-medical-billing-services-small-practices-usa-xzjpc)[[3]](https://transcure.net/medical-billing/software/emr/best/)[[4]](https://www.advancedmd.com/mobile-apps/clinical/) * CRM. Manage the entire patient relationship in one HIPAA-compliant system that securely centralizes communication, history, and ... 3. TheraNest TheraNest provides secure, HIPAA-compliant intake forms within its client portal, designed specifically for mental he... 4. Tebra — Best for Combining Billing With Patient Acquisition Formerly known as Kareo, Tebra provides a cloud-based EHR platform ... Key features of Tebra for small practices: Patient engagement tools: Tebra's mobile-optimized patient portal simplifies patient co... We chose Tebra (formerly Kareo) as the best medical software for ease of use because of its exceptionally intuitive user experienc... When Tebra Software is a Good Choice Tebra software is a good choice for medical practices that prioritize ease of use and compreh... 9. AdvancedMD AdvancedMD is a cloud‑based patient management and practice software platform that centralizes scheduling, intake, r... Why It ( AdvancedMD ) Matters for Small Practices AdvancedMD makes sense for small practices that are growing toward mid-size and ... 6. AdvancedMD AdvancedMD EHR is a cloud-based EHR that combines practice management, scheduling, billing, and telemedicine. It is ... For even more flexibility, choose the AdvancedMD Rhythm suite. It's the only comprehensive medical software platform that integrat... Business Associate Agreement (BAA): The vendor must legally sign a BAA accepting liability for protecting patient health information (PHI). Data Encryption: Ensure end-to-end encryption for data both in transit and at rest. Audit Controls: The system should track logs of who viewed or downloaded patient files. Workflow Automation: Look for self-service scheduling, automated reminders, and digital intake forms to reduce admin burden. - **Business Associate Agreement (BAA):** The vendor must legally sign a BAA accepting liability for protecting patient health information (PHI). - **Data Encryption:** Ensure end-to-end encryption for data both in transit and at rest. - **Audit Controls:** The system should track logs of who viewed or downloaded patient files. - **Workflow Automation:** Look for self-service scheduling, automated reminders, and digital intake forms to reduce admin burden.[](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/) [[1]](https://www.moxo.com/blog/secure-client-portals-healthcare)[[2]](https://practicebetter.io/blog/4-hipaa-compliant-tools-your-practice-cant-live-without)[[3]](https://www.knack.com/blog/hipaa-compliant-patient-portal-set-up/)[[4]](https://www.hipaavault.com/resources/hipaa-compliant-patient-portals-with-wordpress-building-secure-and-accessible-platforms/) Building HIPAA-compliant patient workflows * Patient consent and e-signature flows. Consent workflows require multiple approvals: ... 1. Secure telehealth & video conferencing. Virtual care is here to stay. Clients expect the convenience of online sessions, but us... Knack Health offers a HIPAA-compliant patient portal that meets security and privacy rules required by U.S. law. The portal includ... To build a HIPAA-compliant patient portal, you need to address essential components like: * **Secure authentication** * **PHI hand...

Top HIPAA-compliant client portal solutions for small healthcare practices include **SimplePractice** (ideal for mental health and wellness), **Tebra / Kareo** (best for independent medical practices), **TheraNest** (tailored for behavioral health), **AdvancedMD** (comprehensive workflows), and **Elation Health** (clinical-first charting and communication).[](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026) [[1]](https://xchange.avixa.org/posts/10-best-hipaa-compliant-patient-portal-solutions-for-secure-healthcare-communication-in-2026)[[2]](https://www.simplepractice.com/features/client-portal/)[[3]](https://www.hipaavault.com/resources/hipaa-compliant-telehealth-platforms/)[[4]](https://www.atlantic.net/hipaa-compliant-hosting/best-hipaa-patient-portal-software-in-2021/)Key Features to Look For - **Encrypted Messaging:** Secure, end-to-end communication channels for patient-provider chats. - **Digital Intake Forms:** Paperless onboarding with automatic data syncing to client files. - **Online Scheduling:** Self-service booking and automated text or email reminders. - **Integrated Billing:** Secure invoice viewing and online bill payments. - **Signed BAA:** A legally binding Business Associate Agreement ensuring vendor accountability.[](https://www.knack.com/health/patient-portal/) [[1]](https://www.knack.com/health/patient-portal/)[[2]](https://practicebetter.io/blog/4-hipaa-compliant-tools-your-practice-cant-live-without)[[3]](https://www.moxo.com/blog/secure-client-portals-healthcare)[[4]](https://www.tellescope.com/hipaa/patient-portal)[[5]](https://www.caspio.com/use-cases/build-patient-portal/) Top Solutions Comparison| Solution | Best Suited For | Key Advantages | |---|---|---| | **SimplePractice** | Therapists & solo practitioners | Built-in telehealth, zero extra cost for portal features | | **Tebra** | Small medical practices | Unified marketing, scheduling, and billing tools | | **TheraNest** | Mental/behavioral health | Robust treatment planning, custom notes, and billing | | **Elation Health** | Primary care physicians | Clinical-first design with clean chart integration | | **AdvancedMD** | Growing small practices | Highly customizable workflows and robust reporting | If you share your **medical specialty** (such as therapy, primary care, or physical therapy) and **preferred features** (like integrated billing or telehealth), I can recommend the most cost-effective platform for your practice size. Top HIPAA-compliant client portal solutions for small healthcare practices include SimplePractice (ideal for mental health and wellness), Tebra / Kareo (best for independent medical practices), TheraNest (tailored for behavioral health), AdvancedMD (comprehensive workflows), and Elation Health (clinical-first charting and communication). 10 Best HIPAA Compliant Patient Portal Solutions for Secure Healthcare Communication in 2026 * 10 Best HIPAA Compliant Patient Por... SimplePractice is a HIPAA-compliant client portal for therapy that helps you: * **Communicate securely** * **Save time on intake p... Best HIPAA Compliant Telehealth Platforms for Doctors * Zoom for Healthcare. Familiar video interface. ... * Doxy.me. Browser-base... Table_title: HIPAA-Compliant Patient Portal Software Comparison (2026) Table_content: | Provider | Best For | Core Capabilities | ... Encrypted Messaging: Secure, end-to-end communication channels for patient-provider chats. Digital Intake Forms: Paperless onboarding with automatic data syncing to client files. Online Scheduling: Self-service booking and automated text or email reminders. Integrated Billing: Secure invoice viewing and online bill payments. Signed BAA: A legally binding Business Associate Agreement ensuring vendor accountability. - **Encrypted Messaging:** Secure, end-to-end communication channels for patient-provider chats. - **Digital Intake Forms:** Paperless onboarding with automatic data syncing to client files. - **Online Scheduling:** Self-service booking and automated text or email reminders. - **Integrated Billing:** Secure invoice viewing and online bill payments. - **Signed BAA:** A legally binding Business Associate Agreement ensuring vendor accountability.[](https://www.knack.com/health/patient-portal/) [[1]](https://www.knack.com/health/patient-portal/)[[2]](https://practicebetter.io/blog/4-hipaa-compliant-tools-your-practice-cant-live-without)[[3]](https://www.moxo.com/blog/secure-client-portals-healthcare)[[4]](https://www.tellescope.com/hipaa/patient-portal)[[5]](https://www.caspio.com/use-cases/build-patient-portal/) Common Portal Features (and How to Build Them with Knack) * Function. What It Does. * Patient Intake Forms. Onboarding new patient... 1. Secure telehealth & video conferencing. Virtual care is here to stay. Clients expect the convenience of online sessions, but us... Essential features for healthcare portals * Encrypted messaging and file sharing: All patient communications happen within encrypt... * CRM. Manage the entire patient relationship in one HIPAA-compliant system that securely centralizes communication, history, and ... What You Can Include in Your Patient Portal * Appointment Scheduling. Allow patients to book and confirm appointments online. * He... Solution Best Suited For Key Advantages SimplePractice Therapists & solo practitioners Built-in telehealth, zero extra cost for portal features Tebra Small medical practices Unified marketing, scheduling, and billing tools TheraNest Mental/behavioral health Robust treatment planning, custom notes, and billing Elation Health Primary care physicians Clinical-first design with clean chart integration AdvancedMD Growing small practices Highly customizable workflows and robust reporting | Solution | Best Suited For | Key Advantages | |---|---|---| | **SimplePractice** | Therapists & solo practitioners | Built-in telehealth, zero extra cost for portal features | | **Tebra** | Small medical practices | Unified marketing, scheduling, and billing tools | | **TheraNest** | Mental/behavioral health | Robust treatment planning, custom notes, and billing | | **Elation Health** | Primary care physicians | Clinical-first design with clean chart integration | | **AdvancedMD** | Growing small practices | Highly customizable workflows and robust reporting |