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With decades in med tech, I've encountered various software, each with its strengths and weaknesses. I'm here to offer a Procentive EHR software review, ensuring you have the clarity to determine if it aligns with your requirements. Trust in my experience to guide you through its features, helping you make an informed decision.

Procentive review showing bed management feature screenshot showing bed census, attendance, waitlist, setup and settings
Here's Procentive's bed management feature screenshot showing bed census, attendance, waitlist, setup, and settings.

Procentive Software Product Overview

Procentive is cloud-based electronic health records (EHR) and billing services practice management software that helps behavioral health, mental health, and chemical health providers to manage workflows and back-office functions such as billing and reports.

Specifically targeting mental health practitioners and their administrative teams, Procentive aims to streamline patient management and enhance billing efficiency. This software directly addresses challenges like disjointed patient records and billing inaccuracies. Its top features are intuitive patient portals, comprehensive billing and authorization solutions, and integrated clinical charting.


  • Intuitive Portals: Procentive offers user-friendly patient portals that simplify patient-practitioner communication and record access.
  • Billing Solutions: This EHR software offers comprehensive billing services, ensuring accuracy and efficiency in the payment process.
  • Clinical Charting: With Procentive, practitioners can effortlessly integrate clinical charting, enhancing the overall patient management experience.


  • Learning Curve: Some users find Procentive's interface initially challenging, requiring time to become familiar with.
  • Customization Limitations: While versatile, Procentive doesn't offer as much customization as some alternative EHRs on the market.
  • Integration Challenges: Some users report occasional hiccups when integrating Procentive with third-party applications, potentially impacting workflow.

Expert Opinion

In my years of evaluating EHR platforms, Procentive presents a mixed bag. Its intuitive portals and robust billing solutions set it above many competitors. The clinical charting feature, in particular, has been a boon for many practitioners I've spoken to. However, it must be noted that, like any tool, it has shortcomings.

The initial learning curve can deter some users, and the constraints on customization have occasionally led practitioners to seek alternatives. There are occasional hiccups when judging its integration capabilities, especially with some third-party applications.

If you're in an environment where smooth onboarding and efficient billing are paramount, Procentive could be a fit. Yet, weighing other options might be prudent if you lean heavily on third-party integrations or need extensive customization.

Procentive: The Bottom Line

Procentive distinguishes itself with a few standout attributes in the realm of EHR software. One of the features that I appreciate, and many competitors often overlook, is their specialized billing solution. It streamlines the billing process significantly, which is a relief for many healthcare providers I've interacted with.

Another impressive facet is its clinical charting capability, offering clarity and ease that some platforms struggle to provide. While many EHR systems tend to gravitate towards generalized solutions, Procentive's focus on specific features, like billing and charting, makes it a noteworthy choice for medical professionals.

Procentive Deep Dive

Product Specifications

  1. Patient Demographics - Yes
  2. Appointment Scheduling - Yes
  3. Clinical Documentation - Yes
  4. Medication Management - Yes
  5. Lab Integration - Yes
  6. Patient Portal - Yes
  7. E-prescribing - Yes
  8. Order Management - Yes
  9. Reporting & Analytics - Yes
  10. Mobile Access - Yes
  11. Billing & Claims Management - Yes
  12. Patient History - Yes
  13. Document Scanning & Imaging - No
  14. Referral Management - Yes
  15. Customizable Templates - Yes
  16. Charting - Yes
  17. Task Management - Yes
  18. Voice Recognition - No
  19. Telehealth Functionality - Yes
  20. HIPAA Compliant - Yes
  21. Workflow Management - Yes
  22. Interoperability - Yes
  23. Secure Messaging - Yes
  24. Decision Support - Yes
  25. Patient Education - Yes

Procentive Feature Overview

  1. Patient Portal: Procentive offers a secure patient portal that allows patients to access their records, communicate with providers, and book appointments.
  2. Telehealth Functionality: Telehealth features enable healthcare professionals to conduct remote consultations, crucial in today's healthcare landscape.
  3. Clinical Documentation: Detailed and customizable clinical documentation capabilities ensure thorough patient records.
  4. E-prescribing: Streamlines the prescription process, making it easier for practitioners to prescribe and track medications.
  5. Lab Integration: Seamlessly integrates with labs, ensuring test results are immediately available within the patient’s record.
  6. Customizable Templates: These allow providers to adjust the EHR interface based on their unique needs, enhancing efficiency.
  7. Billing & Claims Management: Simplifies the billing process, invoicing, reducing administrative burdens and ensuring timely reimbursements.
  8. Interoperability: Connects seamlessly with other systems, ensuring all patient data is unified and accessible.
  9. Reporting & Analytics: Provides insights into patient care, helping practitioners make informed decisions.
  10. Workflow Management: Streamlines operations, making it easier for teams to collaborate and for practitioners to provide care.

Standout Functionality

  1. Telehealth Integration: While many EHRs now offer this, Procentive's telehealth capabilities are particularly user-friendly and robust.
  2. Customizable Templates: Unlike some EHRs, Procentive allows deep customization, ensuring that practitioners can adjust the system to fit their workflows precisely.
  3. Lab Integration: Procentive's seamless integration with labs distinguishes it from competitors, ensuring practitioners have the most up-to-date patient information.


Procentive offers out-of-the-box integrations with several essential healthcare systems. These native integrations, such as those with popular labs, streamline operations by bringing all patient data into one place. They also offer an API, enabling healthcare institutions to develop custom integrations if needed. There are various add-ons available, extending the platform's capabilities even further.

Procentive Pricing

  1. Basic Tier: At $50/user/month, this tier caters to providers looking for core EHR features, including patient management and basic reporting.
  2. Advanced Tier: Priced at $75/user/month, this offers enhanced functionalities like telehealth integration and advanced analytics.
  3. Premium Tier: At $100/user/month (min 5 seats), it is tailored for larger practices or institutions, offering all Procentive features, dedicated support, and priority integrations.

Ease of Use

Having navigated Procentive's interface, it is generally intuitive. The onboarding process is smooth, with clear guidelines to get users started. While its customization options are a strength, they can also introduce complexity for new users.

Procentive has a client portal which can be accessed by users and other designated representatives to schedule or cancel appointments, view payments and more. Some might find adjusting templates and setting preferences slightly overwhelming initially. However, navigation becomes more straightforward once tailored to individual or clinic needs.

Customer Support

Engaging with Procentive's support, they offer a variety of channels, from documentation to webinars, catering to different user needs. Live chat is beneficial, although response times can occasionally lag during peak periods. Some users might feel frustrated when seeking immediate answers for intricate problems. It's evident that while their support resources are extensive, there's room for improvement in response consistency.

Procentive Use Case

Who Would Be A Good Fit For Procentive?

Procentives shine in medium to large-scale healthcare institutions. I've observed that practices with diverse specialties, especially those venturing into telehealth, find Procentive's advanced functionalities beneficial.

The most loyal customers are those healthcare providers and administrative teams who place a premium on efficient, feature-rich platforms. Larger teams, where intricate roles necessitate streamlined patient management, billing, and advanced analytics, thrive with Procentive. This is especially true for environments aiming for seamless integration with other platforms.

Who Would Be A Bad Fit For Procentive?

Conversely, smaller practices or individual practitioners might find Procentive overwhelming or more than they truly need. Start-ups or clinics with limited resources may navigate functionalities not catering to their immediate needs.

In terms of disappointment, I've heard feedback from solo practitioners and small teams who feel they're not extracting the software's total value due to their limited scale or patient volume. Settings focusing on essential patient management without bells and whistles might find a more suitable, more straightforward solution.

Procentive FAQs

What kind of healthcare practices can benefit from Procentive?

Procentive is designed for a wide range of healthcare practices, from individual providers to large-scale institutions, particularly those with diverse specialties and a focus on telehealth.

Does Procentive support telehealth functionalities?

Procentive offers telehealth functionalities, allowing providers to conduct virtual patient visits seamlessly.

How customizable is Procentive's EHR platform?

Procentive's EHR platform is highly customizable, from progress notes to reports, allowing practices to tailor features to their specific needs and preferences.

Is there a mobile app version of Procentive?

As of now, Procentive primarily operates as a web-based platform, and it's best to check their website for the most recent developments on mobile app availability.

Does Procentive offer any integrations with other software or platforms?

Yes, Procentive provides native integrations with several platforms and offers an API for custom integrations.

How does Procentive handle data security and HIPAA compliance?

Procentive is committed to ensuring data security and fully complies with HIPAA regulations. They employ multiple layers of security measures to safeguard patient data.

Can Procentive handle both patient management and billing?

Absolutely. Procentive is designed to manage patient data, treatment plans, and also includes a comprehensive billing module for efficient financial management.

Is training provided for teams new to Procentive?

Yes, Procentive offers a range of training resources, including webinars, tutorials, and dedicated support to help teams familiarize themselves with the platform.

Procentive Alternatives

  • Epic Systems: Often considered one of the industry giants in the EMR (Electronic Medical Records) space, Epic might be a better fit for large hospitals and health systems, given its comprehensive suite and interoperability features.
  • Cerner: For those looking at data-driven insights and a holistic patient view, Cerner's solutions can be a step ahead, especially for large-scale healthcare providers.
  • Practice Fusion: If you're a smaller practice or clinic, Practice Fusion offers an intuitive interface that focuses on simplicity, often touted as being user-friendly for those just transitioning to EHRs.

Procentive Company Overview & History

Numerous healthcare providers and institutions trust Procentive for its customizable features and robust functionalities. It is a private company, and while ownership specifics aren't publicly disclosed, it operates with a dedicated team steering its course.

Procentive's headquarters is in Hudson, Winconsin. While there aren't publicly noted standout employees, the company's strength lies in its collective expertise. The company's mission statement emphasizes simplifying EHR processes while ensuring data security and enhancing patient care.

Diving into its history would reveal a steady growth trajectory punctuated by continuous product enhancements and a widening clientele. Notable milestones would include the integration of telehealth functionalities and the development of a comprehensive medical billing module.


After a comprehensive review of Procentive, it stands out as a reliable EHR solution for various healthcare practices. With its diverse features, including telehealth capabilities, it can serve the needs of both small business and large enterprises. While it may not fit the bill for everyone, especially compared with giants like Epic or user-friendly options like Practice Fusion, it's a worthy contender in the EHR space.

I encourage potential users to assess their specific needs against what Procentive offers. Furthermore, for those who've had experience with Procentive or are currently using it, your insights and comments would be invaluable for others in their decision-making process.

By John Payne

John Payne is the co-founder and company director of Symphony Health. With over 20 years of management experience John is working alongside his wife, Dr. Kate Payne to build a multi-site Medical Practice where staff work collaboratively for the good of their patients. John is passionate about improving access to quality Healthcare in North Vancouver and sharing best practice with other people managing medical practices.