CareCloud Medical Software Review

Why CareCloud Is Best for Workflow

When investigating the best medical software with a streamlined workflow, we found the CareCloud dashboard easy to navigate, offering users access to both electronic medical record (EMR) tools and medical practice management software (PMS) features. The architecture accommodates individual users’ preferences to prevent disruptions to your team’s workflow. All the tabs you need to access are at the top of your screen. With one click, you can text patients for billing and appointment confirmation.

We were most impressed with how these tabs make navigation easy with workflow features like multiview calendar, drag-and-drop scheduling and productivity levels. We liked that there is never a need to navigate between multiple windows and that the software moves seamlessly from one phase of the encounter to the next. For an administrator, the system offers a clear overview of all operations.

The platform’s processes were designed to mimic common workflows in the medical world. However, CareCloud’s workflows are also highly customizable, allowing healthcare organizations to adapt the platform to their unique needs.

Usability

CareCloud’s patient experience suite, Breeze, is designed to be user-friendly for both practitioners and patients. In our tests, we found the medical software interface to be straightforward and self-explanatory.

The dashboard is built from tabs on the top of the screen, making it easy to find critical portals, such as scheduling, billing and patient data. Navigation resembles the patient-encounter steps you’d normally move through, starting with registration and ending with checkout.

On the practice management side, CareCloud allows for extensive workflow customization so you can shape its structure to meet your office’s needs. The EMR system is just as flexible, and CareCloud’s training can help your team get set up right away with all the features you need for high-quality patient care. In speaking with CareCloud representatives, we learned that setup typically takes 60 to 80 days. Learn more about setup and implementation below.

CareCloud’s Features

Here are CareCloud’s key features and the workflow advantages they foster.

Appointment Scheduling

One of the scheduling features we liked most was CareCloud’s color-coded and filterable calendar, which is sortable by appointment status and type. This was an easy way to streamline an individual user’s workflow. You can choose a daily, weekly or monthly view and filter based on elements such as location or provider.

In the appointment status view, each status gets its own color. Upcoming appointments are light blue and change to light green when patients check in. After checkout, the color changes to dark blue if the patient’s billing is pending, or dark green if the appointment has already been billed. Canceled appointments stand out in red. These color-coding features are among the most extensive we found in the medical software products we reviewed.

A list view shows the patient’s name, the provider and the appointment type and status, while showing the appointment date, time and location. It also presents the patient’s insurance eligibility if your front-office staff has verified it.

CareCloud makes insurance verification easy with individual and batch tools and additional color-coding capabilities. CareCloud even offers electronic verification to confirm patients’ details faster than ever before.

CareCloud’s scheduler offers simple color codes in a filterable screen that you can sort by provider, location, exam room, machinery and more. Source: CareCloud

Billing and Claims

CareCloud’s billing platform is integrated with its EMR system for rapid clinical data collection. This makes it speedy and simple to post charges and create claims. Billing staff verifies the codes that CareCloud generates after a clinical note is signed off on. Staff can also add other necessary codes, and CareCloud includes a library of ICD-10, CPT and E&M codes.

You’ll also see encounters and bills labeled as unbilled, saved or posted for payer submission in the CareCloud platform. CareCloud displays a complete list of patient checkouts in the unfulfilled encounters menu alongside the patient’s information. This information includes the patient’s name, appointment type, date, provider, location, insurance and remaining encounter value to know which unfulfilled encounters to prioritize.

We liked that after claims are submitted and your charges are posted, CareCloud designates all unfulfilled encounters as saved. From your saved claims portal, your billing team can view real-time status updates. Your staff can also see provider information, as well as the final encounter value and ICD-10, E&M, and CPT codes.

Another useful feature is CareCloud’s CollectiveIQ rules engine, which scrubs all claims and flags errors that could result in payer rejection or denial. This database is constantly updated with new errors to show why rejections and denials happen from clearinghouses and payers nationwide.

You can also manage denied claims in CareCloud’s billing portal. Alongside these claims, you’ll see reports flagging the most frequent reasons for denial. If you also sign up for CareCloud’s RCM services, you’ll receive medical billers’ real-time progress, all in one hub.

CareCloud’s billing tool includes a claims scrubber backed by the company’s CollectiveIQ rules engine. Source: CareCloud

Charting and Note-taking

In CareCloud’s charting tool, you’ll have access to rich patient summaries, clinical decision support (CDS) and EHR software with an innovative content store. Through “Glance View,” patient summaries allow you to see a longitudinal overview of a patient’s clinical synopsis, including medications, problems, allergies, vitals, labs and immunizations. With CDS, CareCloud Charts display real-time intelligence during a patient’s care, such as flags for drug interactions.

The EHR software and content store also offer configurable templates and clinical information for specialties and subspecialties. We loved this feature because it allows providers to document quicker and leverage best practices from peers.

Thanks to CareCloud, providers can make rapid, accurate diagnoses and build specific care plans with innovative charting-by-exception and configurable templates. Charts also offers real-time patient flows with a complete view of how patients are checking in and out. 

Feel like you have too many tabs open for your day-to-day tasks? That’s where CareCloud Charts steps in to combine all of your administrative and clinical tasks into one unified inbox. This Intelligent Task Management section combines reviewing lab results, ordering X-rays and reading messages.

Through charts, you can translate clinical encounters into E&M codes and submit claims to each insurance company all on one platform. You can also choose from different partners and integrations like Updox, Surescripts, Iron Bridge, LabCorp and Quest Diagnostics.

The CareCloud charting portal has Exam Notes, which allows you to use custom or preset templates for streamlined note-taking. In CareCloud’s Breeze suite, your notes will automatically populate with a patient’s medical history and current information. You can type or use hotkeys or voice-to-text (via M*Modal or Dragon integrations) to take notes while maintaining focus on the patient.

We found these tools to be effective methods for improving provider decision-making through readily available information and recommendations.

You can take notes in CareCloud with free typing, hotkeys or voice dictation. Source: CareCloud

Robotic Process Automation

CareCloud’s Robotic Process Automation (RPA) streamlines administrative workflows by automating repetitive, time-consuming tasks. By leveraging intelligent document processing and medical record upload automation, healthcare organizations can reduce manual data entry, minimize errors and enhance operational efficiency. 

RPA assists with tasks such as insurance eligibility, denial management and payment processing, while working on claims filing, follow-ups and time management. RPA even performs health and wellness checks, monitoring patient status, health metrics, and overall well-being. RPA helps critical workflows run smoothly without constant human intervention, allowing medical staff to focus more on patient care rather than administrative burdens.

E-Prescribing and Labs

CareCloud allows you to create reusable order sets so you can easily convey your patients’ testing needs to your staff and third-party practices. The CareCloud ePrescribing (eRx) suite also provides real-time intelligence at the point of care so you don’t prescribe medications that could interact dangerously.

Providers can access one-click “ePrescribing” and one-click lab ordering through assessment and plan CareCloud Charts. This lets you rapidly look up pharmacies to speed up any patient encounter so you can get to the next patient sooner.

Patient Experience

Compared with other medical software providers, CareCloud’s patient experience offerings stand out. Many of its software features that might typically be targeted at practices are instead geared toward patients.

For example, CareCloud’s custom workflows are built for a smooth patient experience. In the patient portal, it starts with previsit updates and reminders. For practices with the Breeze add-on, patients can use on-location Clover-powered check-in and checkout kiosks, which reduces work for the front office. Contactless payment options are also available. [See our Clover review to learn more about the vendor and its products.]

Certain patient or practitioner actions after an appointment will automatically trigger reminders to schedule future appointments so you never miss an opportunity to keep patients on the calendar. CareCloud also includes secure messaging tools for seamless patient communication. The platform goes beyond messaging to include loyalty campaigns designed to keep your patients coming back for all their future medical needs.

Much of CareCloud’s patient experience prowess comes from its dynamic patient portal: Breeze. There, patients can check in and pay well before their appointment. You and your patients can easily communicate before appointments in this portal as well. Breeze also lets patients request, reschedule and set up reminders for upcoming appointments. As they do so, they can easily update their demographic and insurance information, which your staff must approve. 

Visualizations via CareCloud’s response dashboard help you and your staff explain trends affecting patients’ healthcare and wellness. Source: CareCloud

Patient Payment

CareCloud couples its comprehensive patient experience suite with unique payment tools. Although some of these features can be found in other medical software, most of CareCloud’s strongest patient payment tools are unique.

One of the most notable features is the ability for patients to build their own payment plans. This way, they can make partial payments if they can’t immediately afford the full cost of your services. However, chances are, this feature means you’ll wait less time to get paid.

When it’s time to pay, patients can choose from standard credit cards, health savings accounts (HSAs) and flexible spending accounts (FSAs). 

Before patients pay, they can view a detailed statement that breaks down their current charges. Emailed receipts follow payments, which automatically post to your PMS.

Given its vast array of patient payment tools, CareCloud asserts that your patient collection rate will be 5 percent to 10 percent higher than with other software platforms. CareCloud also estimates you’ll earn 10 percent to 20 percent more revenue per patient encounter.

Reporting and Practice Analytics

As with most of the medical software platforms we reviewed, CareCloud is equipped with comprehensive practice management and data tools. The platform’s financial intelligence spans your entire operation, and you’ll see this data in simple reports of your clinical performance. You’ll also benefit from predictive analytics that include actionable big data.

The CareCloud analytics and reporting suite includes a customizable dashboard for your data. You can also enable and block report access for specific team members. CareCloud offers its easily accessible, data-heavy reports on both desktop and iOS and Android mobile devices. These reports help you determine all of the factors, both positive and negative, behind your practice’s performance. It bolsters performance by solving problems while locating bottlenecks in your collections and billing cycle.

You can filter any reports you generate in CareCloud by payer, provider or staff member, while viewing them in daily, weekly and monthly formats. You can set these customizable reports to run on a regular schedule, then export as PDF, XLS or CSV files. 

Retail and E-Commerce

CareCloud is the only medical software we reviewed that includes tools to push your practice beyond standard medical care and into retail and e-commerce. While this capability isn’t necessary for all practices, those looking for additional revenue streams may find it helpful.

Through CareCloud, you can set up a web store and manage your inventory with easy-to-configure retail capabilities. This way you’ll generate profitable revenue sources or enhance your existing efforts from each purchase going straight to your PM in the patient’s ledger.

Revenue Cycle Management

CareCloud’s RCM suite, CareCloud Concierge, is quite extensive. It stands out especially for its large number of features. CareCloud Concierge fully integrates with almost any EMR or PMS. An account management team will measure your growth with thorough analytics and reporting, and when you contact them, you can expect prompt responses. Beyond data, the account management team will ensure your practice remains in line with the most recent and pressing healthcare industry changes.

Your account management team will include experts in billing, collection and remittance. These professionals will seek to optimize your payment cycle, and others will post payments, work denials and issue patient statements. Additional billing services include medical claim submission, payer follow-up and negotiations, superbill charge entry, operative report coding and claim error resolution.

As CareCloud Concierge manages your revenue cycle, it will keep your practice in line with the most recent Medicare Access and CHIP Reauthorization Act (MACRA) and ICD-10 regulatory changes. CareCloud Concierge can also assist you in receiving Council for Affordable Quality Healthcare (CAQH) quarterly reattestations, and government, commercial payer and managed care plans.

CareCloud Concierge will increase your collections by at least 7 percent while cutting your costs, according to CareCloud. It will also lower the number of days in accounts receivable by 33 percent thanks to the above services.

Telehealth

CareCloud’s HIPAA-compliant telehealth platform is included for all practices that use CareCloud and integrates completely with your EMR and PMS. You’ll receive onboarding and training support for a seamless start.

The CareCloud telehealth suite includes all the tools you might expect from remote appointment software, including easy appointment starting, clear video and secure connections. Providers can use CareCloud Live to talk with patients on a secure, cloud-based virtual care solution. Or providers can choose talkEHR as an easy virtual visit without requiring patients to download an app. 

But, patients can use CareCloud’s mobile app, Breeze for Patients, to view their appointments, and booking and rescheduling are easy. You can set up automated email and text patient reminders to lessen your administrative burdens.

CareCloud’s Cost

CareCloud’s prices depend on whether you opt into only its PMS, known as CareCloud Central, or both the EMR (CareCloud Charts) and the PMS. As of October 2024, CareCloud’s PMS cost $349 per provider per month, which is more affordable than several competitors. For both EMR and PMS, it costs $629 per provider per month. 2025 prices were not available, and it should be noted that — like many products and services in 2025 — CareCloud may have become more expensive. Regardless, in most cases, your plan will tether you to a three-year contract, which may not be ideal for certain practices, though some one-year contracts may be available.

You can also opt into Breeze, CareCloud’s patient engagement suite for an extra $199 per provider per month (as of 2025). This add-on includes digital patient check-in, point-of-sale payment and appointment reminders. For RCM, CareCloud charges 3 percent to 7 percent of your collections, which is lower than several competitors’ rates.

Despite the competitive monthly rates, CareCloud has high setup fees. We’ve detailed CareCloud’s setup process and costs below.

CareCloud Setup

New CareCloud customers can contact the company’s professional services team for training. Representatives told us that their customers typically need 60 to 80 days to fully implement their health system. However, you’ll likely pay a steep fee for setup assistance.

If you need to migrate data from another EMR platform to CareCloud, the process comes with a hefty price tag. This high fee remains unchanged from previous years, but CareCloud has lowered its one-time implementation fees, which start at $1,000 for medical software according to a representative who spoke with us during our review. However, even this price could be cost-prohibitive for smaller practices on a budget.

For RCM, CareCloud setup is estimated to cost around $1,000 per provider. The exact price may depend on several variables, including specialty and monthly claims volume. In general, CareCloud’s prices may quickly push smaller or lower-volume practices past their limits. (If your practice falls into this category, see our review of Tebra and our athenahealth review for other medical billing software options; neither of these companies charges extra fees for setup.)

CareCloud’s implementation fees fall into three tiers — Essential, Enhanced and Enterprise — as detailed below.

Essential

Essential is CareCloud’s basic setup plan, which includes standard, off-the-shelf software configuration. It excludes customization, templates and data importing services, though it does include an introductory call. You’ll also be enrolled in electronic data interchange. In addition, CareCloud will develop your interfaces with pharmacies and labs.

Notably, the Essential setup plan lacks direct training. However, it does come with access to CareCloud University, which is full of self-guided training materials. It also includes a check-in with your account manager five days after you start implementation.

Enhanced

For the Enhanced setup, CareCloud charges a percentage of your collections; the exact percentage depends on your claim volume and value. With the Enhanced plan, you get several customization features as you set up your system. CareCloud also provides some guidance and training while overseeing your data importation.

Enterprise

Enterprise is CareCloud’s highest setup tier. You’ll need to request a custom quote to find out how much you’d pay for the package, but what you’ll get is a fully hands-on, customizable approach to your setup, as well as thorough training.

CareCloud’s Customer Service

After you set up your CareCloud medical software and complete your initial training, the company’s customer support team will remain accessible via phone, email or live chat. In our interactions with CareCloud’s customer service, we found that all of our questions were answered thoroughly and courteously. CareCloud’s support team was often proactive about answering our emails and phone calls.

CareCloud’s customer service extends beyond traditional support by incorporating cirrusAI, a generative AI technology. cirrusAI has four AI solutions: cirrusAI Appeals, cirrusAI Chat, cirrusAI Notes, cirrusAI Guide.

cirrusAI Appeals customizes and generates appeal letters for healthcare workers to edit and send after it analyzes patient claim details, the appeal’s reason, and the specific payer involved. cirrusAI Chat is an AI-powered virtual support assistant. The chatbot streamlines training, reduces response times, uses natural language conversations and assists in navigating EHR workflows. 

We enjoyed how cirrusAI Notes assists in any clinical note-taking, and CareCloud says it saves 20 percent of time daily. By creating clinical documentation and supporting multiple languages, cirrusAI Notes has providers focus on delivering patient care. cirrusAI Guide is AI-powered clinical decision support by automating clinical data input and assisting workflow tasks. It even provides real-time and evidence-based recommendations with personalized suggestions via Vertex AI’s generative tools.

CareCloud’s Drawbacks

• High setup fees: Although CareCloud’s monthly fees are competitive, its upfront setup costs are among the highest we found in our research. Other vendors may charge more per month for their services, but setup typically costs little or nothing. Newly opened medical practices or lower-volume offices may prefer these rival medical software providers over CareCloud.
• Long-term contracts: Most CareCloud clients must sign three-year contracts, which may be too binding for some practices. Although one-year contracts are sometimes available, even these may prove too limiting. Other providers often offer month-to-month contracts.

Methodology

We spent hours researching medical software, including participating in software demonstrations, phone interviews and customer service calls, as well as doing an analysis of customer service reviews available online, like those listed on the Better Business Bureau’s website.

When seeking the best medical software for workflow, we evaluated how providers’ setups streamlined or blocked typical practice workflows. Compared with what we found among competitors, such as in our review of DrChrono and our AdvancedMD review, we determined CareCloud is the top option for workflow because of its smooth user experience, logical arrangement of features and competitive monthly rates.

Bottom Line

We recommend CareCloud for …

• High-volume medical practices that need a straightforward workflow.
• Practices in need of a hands-on consultative approach.

We don’t recommend CareCloud for …

• New or low-volume practices.
• Practices that can’t afford high setup fees or don’t want long-term contracts.