--- title: "Encompass+ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Encompass+ Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/10017028/Encompass/" page_type: "product" language: "en" --- # Encompass+ Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Encompass+ ## What is Encompass+? Fully Salesforce native, Integrated Payor Solutions (IPS) provides a SaaS platform designed to optimize workflow management for payors and network businesses. Encompass+ is a cloud-native solution that combines powerful functionality with a focus on security and compliance. Continuously updated to meet evolving standards, it undergoes third-party audits for ongoing compliance. Key features include automated claims processing, customizable reporting, and built-in risk assessments. Encompass+ integrates seamlessly with existing applications, ensuring minimal disruption while enhancing operational efficiency and scalability. Additionally, it supports regulatory compliance management for standards like HITECH, HIPAA, and SOC2, ensuring secure and compliant processing of medical claims. ## What is Encompass+ used for? [Claims Processing](https://www.capterra.com/claims-processing-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Encompass+ Overview Updated September 2026 AI summary Encompass+ is a cloud-based workflow management solution for businesses of all sizes seeking to automate processes, track claims, and manage documents. Covering claims processing and workflow management, it offers task management, approval controls, reporting, and integrations with tools like Outlook and Checkeeper. Customizable dashboards and no-code workflow options support adaptable, efficient operations across administrative teams. ## Encompass+ alternatives Highest Rated [4.9 (18)](https://www.capterra.com/p/88357/Claimable/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (971)](https://www.capterra.com/p/118981/TherapyNotes-com/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (51)](https://www.capterra.com/p/10009271/Service-Center-Clearinghouse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (214)](https://www.capterra.com/p/45512/ZirMed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Encompass+ Overview ### What company size and specific industries is Encompass+ built for? Encompass+ is designed for TPAs, ASOs, and payor and network businesses, making it a fit for organizations operating in the employee benefits and healthcare administration space. The vendor description does not specify company size, but the product is aimed at specialized business types rather than a broad general market. Features and Usability ### What are the key features of Encompass+? Encompass+ offers claims tracking and claims settlement, plus case management, billing and invoicing, and electronic claims for insurance workflows. It also includes workflow automation, approval process control, document management, reporting and analytics, access controls and permissions, audit management, and client and self-service portals. Integrations ### Which third-party tools and platforms does Encompass+ integrate with? Encompass+ integrates with Checkeeper, MPX, and Microsoft Outlook. The catalog lists these three third-party tools for check processing, platform connectivity, and email/calendar workflows, giving Encompass+ a focused set of integrations for daily administrative tasks and document handling. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Encompass+ offer? Encompass+ provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for learning features and setup steps. Getting Started and Support ### What customer support options does Encompass+ offer? Encompass+ offers email/help desk support and phone support. No reviewer feedback about support experience is available, so no claims can be made about response times, helpfulness, or common frustrations. These channels indicate direct contact options for users seeking assistance with the product. ## Features AI summary Based on 13,904 Workflow Management reviews Capterra data shows that buyers of workflow management software rank the following features as their top priorities: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Encompass+ supports all three of the features reviewers rate highest: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help businesses organize work, monitor activity across processes, and automate repeatable steps, allowing teams to keep projects moving, reduce manual effort, and improve day-to-day efficiency. Task Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Mobile Access 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices HIPAA Compliant 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Claims Tracking 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Process of tracking new and submitted claims and the status of submitted claims Real-Time Data 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Receive data and information in real time Claims Settlement 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of paying the insurance sum to the policyholder Encompass+ 53 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Claims Settlement: Process of paying the insurance sum to the policyholder - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - EDI: Transfer of data from one computer system to another - Electronic Claims: A paperless claim form that is electronically shared - Email Management: Manage, store and organize emails within the system or via third-party apps - For Insurance Industry: Intended to be used by insurers - Forms Management: Store, manage and track all forms in a centralized location - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Payment Processing: Accept, record, and reconcile financial transactions - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Workflow: Create, manage, or update project workflows. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (3) Value for money 5.0 (3) 5.0 Based on 3 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ MPX](https://www.capterra.com/p/255721/MPX/)[ Checkeeper](https://www.capterra.com/p/10008963/Checkeeper/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JD John David P. VP Business Development Insurance ### "Best Partner for a Growing Company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2025 We have been searching for a solution for an online enrollment project for a little over a year. The majority of the teams we talked to said it was not possible and that it would take an extremely long time even if possible. We found the IPS team through a mutual contact and from the very first time we met with \[sensitive content hidden\], we knew IPS was different. The IPS team completely understood our needs and addressed all our concerns. The team was prompt in answering our questions at the initial onset and they never told us they couldn’t do it, they just kept workshopping and finding solutions. Their attention to detail is like no other and without IPS I know we would not be where we are today. Their problem solving, communication, and process makes, in my opinion, IPS the best FinTech partner for any growing company out there. Pros Completely understood our needs and addressed any questions we had along the way. Fantastic problem solving, always looking for a solution instead of saying we couldn't do something. Communication and process was superior. Cons None - the IPS team was extremely helpful in answering all of our questions and concerns. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. RP Russell P. COO Insurance ### "IPS Is a Great Full-Feature Claims System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 29, 2024 This system was critical to us getting off the ground and we are very grateful that such a product exists. Pros The team was super helpful at getting us set up. We had a slow start (as many TPAs and plans do) and IPS was patient and consultative as we got up to speed. They have a robust and feature-complete system. Cons This review won't affect customers who have only one plan design across groups. For us, we administer custom health plans for almost every group we serve. It would be nice to be able to configure these plans self-serve. The current workflow is to fill out a plan spreadsheet for each group we add which is time-consuming. Reasons for choosing Encompass+ IPS was by far the cheapest. When we made the purchasing decision we knew there were many unknowns about what we would eventually need but we knew the IPS team would be experts and the IPS Encompass+ system would be Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MS Madeline S. President Insurance ### "IPS works for innovative plan designs" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 28, 2024 Excellent partners always ready to work together to find a solution to whatever we asked them. Pros The flexibility as we have very unique plan designs the platform was able to handle the complexity while allowing us to do all of our claims adjudication and reporting with one platform. Cons They built the system as we asked however as our internal processes were not worked out it led to a longer than expected implementation time line as many things had to be done over once we figured out our internal processes. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.