# CredentialStream Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CredentialStream the right Credentialing solution for you? Explore 120 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/172448/accredible/reviews --- CredentialStream 3.9 (120) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CredentialStream Ease of use 3.7 Customer Service 3.9 ## Pros and Cons in Reviews CD Charlotte D Director of Credentialing and Provider RelationsInsurance, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “The training video's were outdated and were not helpful. Once we were made aware of the misunderstanding of the training and implementation of the build, our team of reps at CS were wonderful in helping us get things built properly and functioning better.“ June 17, 2024 KL Kaitlin L Provider Enrollment LiaisonHospital & Health Care, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “There's no bulk adding. When adding a new practice I need to add providers and I can only scroll through the first 200 alphabetically. If I type in one providers name and click on them it will erase if I search for another provider.“ January 9, 2025 CM Cheri M Credentialing SpecialistHealth, Wellness and Fitness, 501 - 1,000 employeesUsed the software for: 1-2 years. “The integration of outside PSV sources was super helpful (AMA, ABMS, NPDB, OIG, SAM, etc).“ June 11, 2024 KD Kristy D Medical Staff CoordinatorHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: 6-12 months. “Initially I was told all loading of the system was done on their part, found out I had to load all maniually. When trying to load the spreadsheet not all the data was accepted and mulitple data points had to be entered manualy. When providers could not upload their information or fill in the sections for onboarding was unseccessful, I reached out and was told it was not the system.“ June 11, 2024 KL Kaitlin L Provider Enrollment LiaisonHospital & Health Care, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “it's very good at keeping things in order and being able to have information filtered to multiple spreadsheets“ January 9, 2025 MC Miriam C Credentialing ManagerMedical Practice, 201 - 500 employeesUsed the software for: 1-2 years. “When there are updates often times it runs slow or some areas do not work correctly like reports.“ June 11, 2024 JC JEFF C Manager MSOHospital & Health Care, 10,001+ employeesUsed the software for: 1-2 years. “Having reports that can be automatically sent to users is one of the best features.“ June 11, 2024 DS Dawn S Payer Enrollment CoordinatorHospital & Health Care, 201 - 500 employeesUsed the software for: More than 2 years. “Lack of trust in form data and CAQH record populations. “ June 11, 2024 ## Showing most helpful reviews Showing 1-25 of 120 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KH Karlee H. Database Architect/Mgt III Hospital & Health Care Used the software for: Less than 6 months ### "CredentialStream Implementation and Use" May 10, 2023 4.0 CredentialStream is going to help us streamline processes in a way we have not ever been able to do in the past. It adds far more automation for us. It allows us to set up internal and external reporting that will automatically drop in our secure SFTP for pick up, etc. Everyone on our implementation team have been extremely helpful, knowledgeable individuals. The trainers for various pieces of the system have been fantastic, and the overall experience working with the product is giving us so many opportunities for future integrations. Pros Our group had a legacy product that didnt do any of the automation that CredentialStream allows. It was easily configured to do so much more for us than anything we had previously experienced. Its out of box set ups allow for ease of editing, reporting, feeding data to required external sources, etc. The process for automation in the system allows for endless possibilities. Cons While working on learning the product and building our integration, our group thought that it would be an excellent idea for HealthStream to set up a training database that is already set up in all aspects, with all the bells and whistles set up. This way when a trainer is taking you through a process, you can actually see it happen, rather than them telling you "well it is supposed to look like this," etc. We ran into that frequently during training and had to poke at it a lot to get to where we needed to be. If that DB existed, it could be a place where a new employee could do some training and go play without affecting our production data.Where we were provided an implementation matrix, and a very excellent project manager, there are a lot of involved components that not only require set ups, they require a lot of back end data to be completed before you can do various steps. It would be nice if all the required elements for each of those "steps" were documented in the matrix as well as the dependencies for that step.Finally, when you have a specific training, it would be nice if actual documents, desktop procedures and the like that include the steps being reviewed were provided. Yes we have our training videos for the ones that were with our group, but any combined trainings dont have videos and documents weren't provided on any training. If you're needing to drive the process in CS while a training is going, you cant very well write notes and snapshot steps. Reason for choosing CredentialStream Some of our other regions have the desktop version of CredentialStream and after looking at other producs, talking to the collegues in other regions, and comparing what they have to the newer CredentialStream environment, it looked to be the best product, with expansive growth potential. Review Source MJ Misty J. Senior Credentialing Coordinator Hospital & Health Care Used the software for: 2+ years ### "Senior Credentialing Coordinator" March 18, 2025 4.0 Overall, my experience has been wonderful with Credential Stream. It has made the credentialing process much easier even though its more tailored to a Hospital Based organization rather than a primary care/multi-specialty group like our organization. Pros I love the widgets and the overall visual experience of the platform. Cons The variables are not easy to choose when building reports and a lot of the time it's a trial-and-error process when building new reports. Alternatives considered [MedTrainer](https://www.capterra.com/p/176583/MedTrainer/) Reason for choosing CredentialStream It was better suited for our group and was the easiest to navigate out of the others we demoed. Review Source Response from HealthStream March 24, 2025 Hello Misty, Thank you for taking the time to rate us! Your feedback helps us understand what we're doing right. CM Cynthia M. Associate Manager of Credentialing Hospital & Health Care Used the software for: 1-2 years ### "Honest Review" March 18, 2025 2.0 after 15 months "live" in the system, we still struggle daily with issues/failures/delays in the system. At any given time we have a multitude of tickets open with support. We have lost significant efficiency since go-live, due to extra clicks, extra navigation, slowness, outages, etc. Pros Some of the Bolt reporting capabilities are helpful, but there are many variables left to be desired, and creating a Bolt report is not very easy for beginners. Cons Automation failing without explanation (and without us finding out until after the fact), delays, outages, slowness, visual presentation (white background is detrimental to ocular health), inflexibility in many areas. Review Source Response from HealthStream March 25, 2025 Hi Cynthia, we are truly sorry your experience has not been to your satisfaction. We are continuously aiming to improve and will take this feedback into consideration. AG Angelia G. Director of RCM Health, Wellness and Fitness Used the software for: 1-2 years ### "Director of RCM" January 9, 2025 4.0 Too often it has a lag and finding the enrollment applications should be easier than it is. Pros I was excited about the automations and of how many enrollment applications were available in the system. Cons It's not user friendly and I worry we don't have it set up to best optimization. Alternatives considered [MedTrainer](https://www.capterra.com/p/176583/MedTrainer/) Reason for choosing CredentialStream They were not as automated, although their pricing was much better and they had bidirectional interface with UKG, our HR platform. Switched from [symplr Provider](https://www.capterra.com/p/151924/symplr-provider/) Symplr was outdated and although we were with them for 16 years, it was time to find better resources. Review Source Response from HealthStream January 14, 2025 Hello Angelia, Thank you for taking the time to rate us! Your feedback helps us understand what we're doing right. SB Stephanie B. Credentialing Analyst I Hospital & Health Care Used the software for: Less than 6 months ### "CredentialStream Pros" March 18, 2025 5.0 CredentialStream has made my job easier and more efficient. Even though I have just started using this about 5 months ago, I have been able to close out intial and reappointment files faster than ever, and everything is more organized to be able to work more efficiently. Pros The organization and detailed system which helps make my job more efficient. Cons I am not a fan of not being able to manually add requested privileges, if the privileges did not come through their reappointment application, due to their current privileges already listed; it won't let me add the same DOP twice even though it's will be categorized at requested privileges not current. Switched from [Echo](https://www.capterra.com/p/214377/Echo/) Our organization wanted to try a different system that would work better for us. Review Source Response from HealthStream March 24, 2025 Hi Stephanie, Thank you for your feedback! We're glad to hear CredentialStream has helped improve your efficiency. TG Tara G. Administrative Director, Medical Staff Services Hospital & Health Care Used the software for: 6-12 months ### "Implementation Opportunities" January 9, 2025 3.0 I keep saying it will get better. However, our volume is always extremely high and we are expected to troubleshoot all on our own or enter support tickets and wait for replies. By the time we get help, we have already moved on to another priority and have to find time to go back. There really needs to be a single source (several) expert for this system so organizations can have one person from the very beginning that can sit with them to train and go through any questions they have but assess their current workflows and help them adjust for the new system. Even before implementation, it is important to be able to show why we need this information (when it comes to data mapping), and show what happens if you do not have it entered perfectly. It would have been very helpful to state which companies (you use for verifications now) will require a brand new, different agreement than you have now. I have had to learn this as I go and work new contacts as we find time. Our contract review process is somewhat laborious and can take time. It has been frustrating and caused financial loss in some cases when we had a subcription that is paid for but needed a completely new one that doesn't credit any of that payment with the other contract (example: Certifacts) I generally am a positive person and learn things easily. I keep saying to myself and my team that it will get better. It has improved but there are still so many things that could be improved so clients feel more supported throughout the implementation. Pros The pros would mostly include the idea of certain things working properly. It is difficult to find the many pros because the implementation has been extremely challenging. The items that can be automated are the pros and reports (although it takes hours to create some new ones and is very tricky). The biggest barriers have been how the structure and set up of support/client services as well as the implementation plan. On a positive note - our privileging consultant is absolutely the best thing and most helpful contact at healthstream. \[sensitive content hidden\] places customer service at the very very top. She is brilliant, knows how to educate her clients but also knows when to step back and let them do things on their own. She is a best practice in your company on client service and expertise. I could not have done it without her. \[sensitive content hidden\] has also been phenomenal. They are very quick to respond. You feel like a priority and they 100% understand their system but also our side of privileging. This is key. Cons The implementation planning. It felt like boxes to check off and not actually someone (or a team) sitting down with us to figure out what we need as an organization and team. Looking back, I would completely revamp the implementation program. This is not a critique on people as much as it is process and CredentialStream's strategy. I completely understand the logic of having clients troubleshoot on their own, when appropriate. However, when you are initially learning an entire new system, there should be a high level of physical support for your clients. Switched from [Echo360](https://www.capterra.com/p/172761/TurningPoint/) but the office used echo poorly so the data transfer was a nightmare and would have been easier to start brand new Review Source Response from HealthStream January 14, 2025 Hello Tara, Thank you for taking the time to rate us! Your feedback helps us understand what we're doing right. LO Lisa O. Manager Hospital & Health Care Used the software for: 2+ years ### "so much manual work for an "automated" system" January 9, 2025 1.0 we have so many manual operations its annoying Pros nothing. Cons its not automated. Switched from [Marketing 360](https://www.capterra.com/p/148516/Marketing-360/) we switched from MSOW. you can't even get your survey to work right. Nice options that don't make sense. but we are use to your bad programming, par for the course. we were told we had to as it was going to be not supported, and then it was supported so that was surprise to us. So someone was not telling the truth. we were rushed into a decision. a bad decision. Review Source Response from HealthStream January 14, 2025 Lisa, Thank you for letting us know about this. Your valuable feedback helps us tackle issues and improve the customer experience. SS Stephanei S. Medical Staff Services Manager Hospital & Health Care Used the software for: 1-2 years ### "Difficult Usage" January 9, 2025 2.0 Wish we would have not switched to this database. Initial onboarding was a nightmare. Constant issues. Not user friendly. Pros I don't have a favorite aspect of CredentialStream. Cons Cumbersome, not intuitive, far too techy when it comes to report creation. Lots of good ideas, but execution falls short. There's almost always a reason why we cannot fully utilize a particular feature Alternatives considered [Modio Health](https://www.capterra.com/p/158338/Modio-Health/) Reason for choosing CredentialStream Same parent company as CredentialMyDoc so we thought the transition would be efficient and easy. It was not. Switched from [CredentialMyDoc](https://www.capterra.com/p/151925/CredentialMyDoc/) Wanted something to make work more efficient Review Source Response from HealthStream January 14, 2025 Stephanei, Thank you for letting us know about this. Your valuable feedback helps us tackle issues and improve the customer experience. SJ Shruti J. Credentialing Specialist Health, Wellness and Fitness Used the software for: 1-2 years ### "Credentialing Specialist" January 9, 2025 4.0 Overall good. very busy system, requires special training to operate. Once you get hang of it is really helpful. becomes very slow some days. Pros All electronic verification and appoint process. sending out application is very easy. Cons Hub is very slow. providers are complaining it is not user friendly to fill out the application. They are having issues in loading all the sign documents every time. Review Source Response from HealthStream January 14, 2025 Hello Shruti, Thank you for taking the time to rate us! Your feedback helps us understand what we're doing right. KF Kristina F. HR Manager Hospital & Health Care Used the software for: Less than 6 months ### "So Far So Good" January 13, 2025 4.0 All of the trainers have been wonderful, kind and patient. The system seems intuitive and user friendly so far. Any bugs we have been able to get worked out so far. The payer side of things is lacking for us per our Billing Manager. Pros I like how automated that my credentialing process will be once we get it implemented. Cons The training is extensive and too much to do prior to the actual implementation. Alternatives considered [Medallion](https://www.capterra.com/p/250098/Medallion/)[symplr Provider](https://www.capterra.com/p/151924/symplr-provider/) Reason for choosing CredentialStream Cost and functionality - this software does what we need it to do at a cost we can afford as a non-profit facility. Review Source Response from HealthStream January 14, 2025 Hello Kristina, Thank you for taking the time to rate us! Your feedback helps us understand what we're doing right. SN Susan N. Director of RCM Hospital & Health Care Used the software for: Less than 6 months ### "Excellent Product" June 20, 2024 5.0 From Demo to sales to implementation, Credential Stream staff have been helpful and knowledgeable. Pros The ability to keep our record in one place and attach all necessary provider documents securely is very helpful. The automations in Credential Stream are incredibly helpful and almost feel like we hired a new FTE! I also appreciate that if we need new fields or forms loaded, they don't nickel and dime you to death! Cons The training is extensive and takes a bit of time to get through. We are anxious to use all of the features, but we are still learning everything Credential Stream can do. Hopefully in the next 90 days we will be fully functional Switched from [Modio Health](https://www.capterra.com/p/158338/Modio-Health/) We are growing quickly and needed a system that could keep up and provide assistance in sending applications. We also needed the ability to assign user security so we could allow staff outside of credentialing to access certain data. Review Source DL Dottie L. Credentialing Manager Hospital & Health Care Used the software for: Less than 6 months ### "CredentialStream is Valued" June 11, 2024 5.0 Difficult to set up but worth the work! CredentialStream has taken us to a new level. We are just now working with the credentialing portion, but moving into the payer enrollment portion soon. Pros Very modifiable to your needs. Easy to use once set up. The support is always on standby to help with any situation. Easy to network with other CredentialStream users using thier "Thrive" networking platform. Cons Complex set up. Need to have some experience in computer prorgraming. Alternatives considered [QGenda](https://www.capterra.com/p/90628/QGenda/)[MD-Staff](https://www.capterra.com/p/131881/MD-Staff/)[Modio Health](https://www.capterra.com/p/158338/Modio-Health/) Reason for choosing CredentialStream Used by more Credentialing Organizations than any other. We loved the way it is adaptable to our needs. We loved the promise of support. Switched from [Silversheet](https://www.capterra.com/p/162892/Silversheet/) Silversheet was sunsetting and we had no choice. Review Source Response from HealthStream June 21, 2024 Hi Dottie, It's fantastic to hear that CredentialStream has brought your organization to a new level in just a matter of months. We very much appreciate all your feedback, and we acknowledge that it can be tough to set up. Please continue to use our support teams' expertise, and thank you for choosing CredentialStream! Best Regards, The HealthStream Team JS Jessica S. Data Analyst Hospital & Health Care Used the software for: 2+ years ### "Great Product for People With Advanced Technological Knowledge" June 17, 2024 3.0 Pros The system options I like the most is the ability to pull report when needed. Cons It is not always user friendly. Some users have a hard time learning how to use this product. It also takes a lot of time and customization to set up the system to work appropriately, especially for large companies with large databases. Review Source Response from HealthStream June 21, 2024 Hi Jessica, It's great to hear that you're taking advantage of the reporting features of CredentialStream, and we apologize for any confusion the setup process caused you. Please use customer support whenever you have questions or issues: https://community.healthstream.com/customer-support Thank you for your review, and for choosing CredentialStream! Best Regards, The HealthStream Team KW Kristin W. Administrative Assistant Hospital & Health Care Used the software for: 1-2 years ### "Excellent organizational software for privileging and credentialing" June 11, 2024 5.0 It's been excellent! I came on with limited training and knowledge of the software. The customer service really helped me navigate it. Pros I love having all the data in one place! I also like bolt reports and being able to print out what I need Cons It took me awhile to figure out how to extract the information I needed from Bolt. Review Source Response from HealthStream June 13, 2024 Hi Kristin, We're so thrilled to hear about your positive experience with Bolt and how customer service has helped you navigate it. Thank you so much for choosing CredentialStream! Best Regards, The HealthStream Team CM Cheri M. Credentialing Specialist Health, Wellness and Fitness Used the software for: 1-2 years ### "Powerful Reporting Tools, Good Online Expirables Integration, Cumbersome System" June 11, 2024 3.0 Pros The integration of outside PSV sources was super helpful (AMA, ABMS, NPDB, OIG, SAM, etc). I also like the "face sheets" on the medical staff profiles. Cons The reporting features are very cumbersome and overwhelming. Having to map payer forms and program DOPs and other forms is very overwhelming and difficult for someone who doesn't have a tech background. Review Source Response from HealthStream June 21, 2024 Hi Cheri, We love to hear that you're finding CredentialStream's reporting tools valuable for your organization. Your feedback on the cumbersome system is valuable to us as we continue to optimize the platform, and we encourage you to consult customer support if you ever need assistance: https://community.healthstream.com/customer-support. Thank you for your review, and for choosing CredentialStream! Best Regards, The HealthStream Team SM Sydne M. Credentialing Coordinator Medical Practice Used the software for: 1-2 years ### "Credential Stream" June 21, 2024 4.0 Positive experience overall. Learning the software does take some time, though. Pros I like the ease of sending and receiving applications to providers. It is much easier having the providers input all of their information. Cons The reset of settings after updates is always an issue. Review Source TS Tyler S. Credentialing Coordinator Hospital & Health Care Used the software for: 6-12 months ### "Good For Data Collection, Bad For Approachability" June 11, 2024 4.0 Pros I like that every page is fairly customizable to collect data that we use in our daily processes. Cons I don't like that the site is so overwhelming and convoluted for new users. I have been using the product for 7 months and still barely know its basic functions. Review Source Response from HealthStream June 13, 2024 Hi Tyler, Thank you for leaving a review. It's great to hear that you like the customization available in CredentialStream. With so many features, the platform can get complicated, but there are more than enough resources in the training sessions, and through customer support at https://community.healthstream.com/customer-support. Thank you for your feedback! Best Regards, The HealthStream Team SD Shiree D. Credentialing Specialist Medical Practice Used the software for: 6-12 months ### "CS SD Review" June 20, 2024 4.0 I enjoy it. Has been easy to learn and adapt with what I do. Pros The capabilities it has for the work we do. Cons It is not Mobile friendly which makes it difficult for on the go providers Switched from [Modio Health](https://www.capterra.com/p/158338/Modio-Health/)[Silversheet](https://www.capterra.com/p/162892/Silversheet/) Capabilities it has related to credentialing Review Source JK Joon K. Director, Revenue Cycle Management Hospital & Health Care Used the software for: Less than 6 months ### "Review from a RCM perspective" June 11, 2024 4.0 Pros The feature set is very comprehensive. A big decision in purchasing Credential Stream was the feature set and pricing. Cons Some parts of the platform can be very technical for an operational user. The training for go-live is also very time consuming. Review Source Response from HealthStream June 13, 2024 Hi Joon, We're so glad to hear that you're getting good use out of the features of CredentialStream. If you're not getting enough out of the training, customer support will be more than equipped to assist you. You can reach out at https://community.healthstream.com/customer-support. Thank you for your review! Best Regards, The HealthStream Team AM ANN M. CREDENTIALING SPECIALIST Medical Practice Used the software for: Less than 6 months ### "HONEST REVIEW" June 11, 2024 1.0 Pros I really did not like anything about it but I never truly used it as our training. kept getting interrupted and we finally stopped training. Cons I felt the training was NOT up to par. Review Source Response from HealthStream June 13, 2024 Hi Ann, We're sorry to hear that you haven't liked the training so far. Please ensure that you're subscribed to the appropriate email list to stay up-to-date on feature enhancements, and if you need further support, please visit https://community.healthstream.com/customer-support. Thank you for your feedback! Best Regards, The HealthStream Team PH Pam H. Medical Staff Coordiantor Health, Wellness and Fitness Used the software for: 2+ years ### "Frustration on many levels." July 27, 2023 2.0 Initially I was hoping a full electronic process would speed up and simplify my daily tasks, but the multitude of steps has just increased it. The time it took to train, transfer data, build privileges, and get acclimated to workflow processes was unbelievably stressful. The inability to work with providers in correcting privileges is frustrating for the provider and the MSC. Pros CS does allow faster review by physician reviewers in the Appoint Template. Cons Data integrity following migration from our CVO's former database was lacking and there were no reports set up to test out any variances in data for each facility in our health system. For example. We had many incorrect license institutions pull in and they had to be dealt with 1:1 rather than having a standard license report we could run to determine at-a-glance which provider records had incorrect data; or a batch update process to correct those areas. This should be standard on all databases. The program seems to break with every update, verification plug-ins disconnect, Standards of Practice processes seem to change at every turn. Duplication of data entry fields is ridiculous. Board certification verifications are frustrating especially those under Internal Medicine. Review Source JB Julie B. Vice President Human Resources Hospital & Health Care Used the software for: 6-12 months ### "Powerful system" September 19, 2023 5.0 What used to be a three-person paper system is now a one-person electronic magic carpet ride. . . very satisfied with this system and all of its abilities. I would dare say that we have barely scratched the surface of capabilities. And, they are constantly getting feedback from the users and making enhancements. Pros I was part of the implementation team and didn't realize how useful this system would be to us. It seemed like we were very methodical in our set up - and now I see why. What we need is where it should be. Cons There are idiosyncrasies in the set up/workflow. But once you figure out what menus to go to, it will make sense. Reason for choosing CredentialStream We did demo 3 systems and thought that this would be the best for our long-term projections. Switched from [Modio Health](https://www.capterra.com/p/158338/Modio-Health/) Capabilities, cost effectiveness Review Source JV Jennifer V. Medical Staff Credentialing Secretary Hospital & Health Care Used the software for: 2+ years ### "MSOW Review" February 19, 2020 4.0 We have effectively automated our credentialing process even though we are still handling paper applications. In our facility, I am the one and only super-user and I'm wearing the hat of credentialer at the same time that I'm trying to implement additional areas of usage for the software and training employees about the use of those modules. I appreciate the support mechanisms we've had in getting the product up and running and customizing it to meet our expectations. I appreciate the annual review with the company to discuss where we are with our project and how we can keep the focus on moving forward with its potential. Overall I'm happy with the product, it's functionality, and the support. Pros Web-based. Process oriented. Decent automation. Good customization. Cons My e-references are frequently getting hung up in filters. I have tried to troubleshoot, but in the end I've learned that there is not much that can be done about it. E-references was one of the most inviting features of the product. It is unfortunate that it doesn't flow as effectively as an email that I send via my Outlook. Aside from that, there is not much that I don't like about it, but I always have ideas for improvements and enhancements. Reason for choosing CredentialStream The peer review module was the deciding factor Review Source vS vanita S. Director of Physician Services Hospital & Health Care Used the software for: 2+ years ### "Reviewer" July 27, 2023 5.0 Has been ok. Pros ARM and Privileging. These are good to use. Cons Does not have automataic ticklers. Product needs to have automatic reminders for providers for expirealbes. Review Source JD Jean D. Senior analyst Health, Wellness and Fitness Used the software for: 2+ years ### "Support issues" February 19, 2020 3.0 Poor support response. There are only one of two experts with form editing, ARM, portal, privileges or conditions. Unless you are contacting them about the staff screen, you will have to wait for someone else to get back to you. After so many questions on the same subject, they stop answering altogether. The change of escalation has been unclear. We don't have a dedicated support person so if they don't answer your helpdesk tickets you have no where to go with it. Pros It is easier to use what we had previously but product knowledge from support staff about new features is poor. We still can't replace our CMEs out of our unsupported old system because no one knows how to set them up. I do like having the physician portal, it has made things easier and improvements have been made in that area since 1st implementing it. Cons It is difficult to customize a different workflow from their standard. Inability to deal with CMEs, cannot edit forms easily. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.