--- title: "Practice Mate Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Practice Mate the right Medical Practice Management solution for you? Explore 171 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/210524/Practice-Mate/reviews/" page_type: "reviews" language: "en" --- Practice Mate 4.5 (171) [View alternatives](https://www.capterra.com/p/210524/Practice-Mate/alternatives/) 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 August 3rd, 2026 # Reviews of Practice Mate Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews LB Laura B ProviderMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “I can submit all insurance claims, prepare billing statements; it has been an invaluable product for my private practice management.“ November 11, 2025 TB Tina B Director of RCMHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “The way the excel reports download requiring a number of irritating excel functions to allow one to sort and filter reports to pinpoint indices we'd like to look at, and also some of the limited filter options on some of the reports.“ July 7, 2025 TB Tina B Director of RCMHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “Customer support, simplicity, no contract, affordability, and fast processing and claim turnaround. When CHC crashed and nearly burned down the healthcare industry, OA/PM was our saving grace because it kept our cash flowing.“ July 7, 2025 as anna s owner operatorMental Health Care, Self-employedUsed the software for: More than 2 years. “There app video platform does not allow for my to pick virtual sessions, because I am not on the virtual platform and this is confusing for my clients because they are scheduling virtual sessions with me.“ July 3, 2025 SM Susan M TherapistMental Health Care, Self-employedUsed the software for: More than 2 years. “They’ve added a video library that can help you not only learn how to use the software but it’s there 24/7 when you do need to fix a mistake you made.“ December 31, 2025 MR Misty R TherapistMental Health Care, 2 - 10 employeesUsed the software for: 1-2 years. “What I like least is how cumbersome it is to add new patients: the process is a bit tedious and it takes longer than other sites I use.“ December 30, 2025 cC carolyn C NPMedical Practice, Self-employedUsed the software for: More than 2 years. “Accurate, user-friendly software supported by responsive, high‑quality customer service that enhances every interaction, thank you!“ December 30, 2025 BA Barbara A Licensed Clinical Social WorkerMental Health Care, 2 - 10 employeesUsed the software for: More than 2 years. “This results in claims being rejected as "Duplicates," when in fact, they were inputted only once.“ January 16, 2026 ## Showing most helpful reviews Showing 1-25 of 171 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Shandella F. Medical Biller Mental Health Care Used the software for: 2+ years ### "Big Fan of PM" September 12, 2023 5.0 Pros I love the easiness of use of PM. The video library for self-tutorials and then being able to schedule a one-on-one walk-through with a tech. The chat function with either a tech or customer service when there is a question for a kicked-back claim or an issue with the system, is fantastic. Cons I really wish that PM would connect with the testing sites so that you could import the online graded tests into the system. Currently you/we can upload the information as a document into the patients' file. Review Source Response from Office Ally September 13, 2023 Thank you for the complimentary review. I am very glad that you are enjoying the product. I would be very interested in hearing more about (and possibly highlighting) your experience further. If you are interested, please reach out to me. AV Anita V. Owner operator Mental Health Care Used the software for: 2+ years ### "Great platform!" December 30, 2025 5.0 Practice mate has been a reliable, easy, and efficient way to manage my practice. It zeros in on everything that a therapist would need. Pros Very very easy to use and efficient. There is a minimal learning curve, but once you do learn you realize how much is available to work with. Cons I haven't had a negative experience thus far and I've used this for quite a few years. I think the only thing I like least about practice mate is when the password expires there's no warning and if you're somewhere and can't remember your password you're in trouble. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) I found practice mate to be more cost-effective and user-friendly. Review Source Response from Office Ally January 2, 2026 Anita, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. KB Kate B. Psychologist Mental Health Care Used the software for: 2+ years ### "Bugs and issues" December 30, 2025 3.0 Overall good, but the problem I mentioned above is very frustrating and time consuming. Staff sometimes less helpful than other times. Pros Overall it is very easy to use. It makes billing quick and easy. I appreciate the fact that secondary insurances are billed automatically. Cons Several times a payment has shown up in my checking account, but the info does not show up on the accounting page, so I can’t identify which patient to credit the payment to. Review Source Response from Office Ally January 2, 2026 Kate, thank you for the review and for being a valued customer. We value your feedback as we continue to invest in strengthening the features and functionality of our products and continue to focus on upgrading our service offerings. LS Leena S. Physician Medical Practice Used the software for: 1-2 years ### "Why I love my billing mate" January 8, 2026 5.0 Easy fast reliable efficient system has excellent library of insurance payers diagnosis codes wouldn’t switch to another system Pros Easy billing excellent value for money fast reliable system I have been using for several years and wouldn’t change Cons It is really very easy system nothing to not like here even my staff loves it computer techies can cut back on few steps eventually but I love ve it Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Cost efficiency was already using billing software and clearing house Review Source Response from Office Ally January 9, 2026 Leena, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. TB Tina B. Director of RCM Hospital & Health Care Used the software for: 2+ years ### "OA PM Keeps your money moving quickly at an affordable price." July 7, 2025 4.0 I really like OA/PM and have been promoting it to small provider practices for at least the past 20 years. I have always had positive customer support services, and it is one of the easiest systems to train end user to use. Pros Customer support, simplicity, no contract, affordability, and fast processing and claim turnaround. When CHC crashed and nearly burned down the healthcare industry, OA/PM was our saving grace because it kept our cash flowing. Would like to assign 4.5 stars, but not an option. Cons The way the excel reports download requiring a number of irritating excel functions to allow one to sort and filter reports to pinpoint indices we'd like to look at, and also some of the limited filter options on some of the reports. Reporting (and a few other items: no efax, auto posting a bit cumbersome) is the only reason this is 4 stars and not 5. Alternatives considered [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing Practice Mate fast, easy, simple to use, cost efficient, no contract, quick set up including EDI set up - one of the absolute fastest EDI systems to set up (probably because OA cuts out the middleman because they are a capable and easy to work with clearinghouse). Review Source Response from Office Ally July 8, 2025 Tina, thank you for the complimentary review and thank you for being a valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. HC Henry C. Billing Administrator Executive Office Used the software for: 2+ years ### "Streamlined Software" October 27, 2025 5.0 I've been in the business for over twenty years. After using several other platforms, Practice Mate is more streamlined. Pros The ease of entering information and generating bills/claims. All in one platform for your medical practice and medical billing needs. Cons It could be more UB04-friendly. I must manually enter missing information under Claims/Billing, like the revenue codes that coincide with the CPT code. Switched from [Medisoft](https://www.capterra.com/p/266691/Medisoft/) Your software is more efficient and streamlined. Review Source Response from Office Ally October 29, 2025 Henry, thank you for the complimentary review and thank you for being a valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. RV Roberta V. LCPC, CADC Mental Health Care Used the software for: 2+ years ### "Great cost effective solution for my needs" June 30, 2025 5.0 Excellent program, very cost effective for my needs. Once I learned the Practice Mate ptogram, it is easy to use; been using it over 10 years now. Pros Ease of use, meets all my software needs very cost effectively. Great solution for my solo private practice Cons Since not tech savvy, getting used to the program initially was a challenge; had great experience with tech support who got me through learning it! Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Reason for choosing Practice Mate Mainly the cost, also, many features I didn’t need since a solo practice. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Went into own private practice, so needed to find a product, had a colleague recommend office ally Review Source Response from Office Ally July 1, 2025 Roberta, thank you for the complimentary review and thank you for being a valued long time customer. We are glad that you are enjoying the product. VR Verified Reviewer Licensed Professional Counselor Mental Health Care Used the software for: 2+ years ### "Great software for my solo private practice" June 30, 2025 5.0 I've been using it for over 12 years. It was especially nice when I was starting out in a solo private practice as a therapist and didn't want to have to pay someone to do my billing. It's so easy to use I've continued billing on my own. Pros It is easy to use and if I need assistance it is easy to reach an actual person to help with questions or walk me through something new. Cons For a couple months there seemed to be fairly frequent connectivity problems, but that has died down. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing Practice Mate I did not need all the features of the other software and it was more expensive at the time. I don't know how they compare now. Review Source Response from Office Ally July 1, 2025 Thank you for the complimentary review and thank you for being a valued long-time customer. We are glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. JN Josef N. BUSINESS MANAGER Health, Wellness and Fitness Used the software for: 2+ years ### "Simply The Best - Better Than All The Rest" December 30, 2025 5.0 Began using PM 15 years ago, when our server-based software presented too many risks to stability and backups. Never looked back. Pros It is extremely user friendly. No software platform carries more value for the money and scaled efficiencies to make life easy in a complicated industry. It truly removes the mind-reeling complex formats of other platforms. Cons I really can't offer any one thing that is outstanding. Not even at its inception did we encounter issues that were insurmountable. Alternatives considered [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Reason for choosing Practice Mate Superior and inexpensive in comparison. Plus direct clearing house submission. Switched from [Event Visionary](https://www.capterra.com/p/10026770/Event-Visionary/) Visionary was server based and needed manual update functions. Review Source Response from Office Ally January 2, 2026 Josef, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. AH Amy H. Clinical Social Worker Mental Health Care Used the software for: 2+ years ### "Overall great! A little faster check on certain claims would be better" June 30, 2025 5.0 Very good it's got great performance and I like the interface. Customer service is really good at least in the past when I've used it. Pros Simple and easy to use, inexpensive, and ability to be able to track notes if I wish to do so. I like practicemate. Cons I would like to see an easier way to track payments from insurance companies and what is oustanding for payments, and the ability to resubmit a claim. Being able to look up a claim with an insurance would be helpful. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Reason for choosing Practice Mate Cost, ease of use, and I had already been using it for billing. Review Source Response from Office Ally July 1, 2025 Amy, thank you for the complimentary review. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. ME Mark E. Clinician Mental Health Care Used the software for: 2+ years ### "Pratice Mate Review" October 27, 2025 5.0 Excellent. The billing system consistently works well and any issues are easily resolved. Staff are always highly professional, competent, and friendly. Pros I use Practice Mate for all my billing needs & reconciliation of insurance payments. On the rare occasion that an unresolved claim occurs, staff have been extremely helpful in identifying the cause in otder to resubmit. Cons Initially, it was cumbersome to learn to use Practice Mate because of it's intricacy, but once fully understood, the process was easy & effective Switched from [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) Company that I worked with no longer offered services and was aware of Office Ally as a national clearing house. Review Source Response from Office Ally October 29, 2025 Mark, thank you for the complimentary review and thank you for being a valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. CB Caroljean B. clinical psychologist Mental Health Care Used the software for: 2+ years ### "I'll never to back to using an external billing company" October 28, 2025 5.0 Fantastic. NO complaints whatsoever! Excellent product, service, value, and customer support. I am so glad I made the change from using an external billing company! Pros Once I learned how to utilize the software, it has been super easy and fast for setting up patients and submitting claims, as well as posting payments from patients and insurance companies. Excellent customer support. A great value! Cons I set it up in 2017 and recall it taking quite a bit of time to do so. I think this would be the case with any such software. Review Source Response from Office Ally October 30, 2025 Caroljean, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. KA KIMBERLY A. CODING AND BILLING SPECIALIST Mental Health Care Used the software for: 2+ years ### "User Friendly Office Ally" November 25, 2025 5.0 It has been the best! The support is awesome as well. Very low wait times most of the time to speak to someone and when you email, they are prompt about getting back to you. That is very much appreciated when you are busy and don't have time to wait. Pros Practice mate is so user friendly. I have tried to work with others and this by far is the easiest and the fact that it is an all in one is the best. Cons I do still have glitch issues. Sometimes the system with create a second claim or freezes up but not often. Review Source Response from Office Ally December 1, 2025 Kimberly, thank you for the complimentary review and thank you for being a valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. TM TERI M. BUSINESS MANAGER Mental Health Care Used the software for: 2+ years ### "PRACTICE MAKE, GREAT OPTION" October 27, 2025 4.0 OVER ALL IS PRETTY GOOD, WE HAVE BEEN USING PRACTICE MATE SINCE 2015 AND NO THOUGHTS OF EVER CHANGING Pros THE SYSTEMS IF FAIRLY EASY TO LEARN, I HAVE HAD TO TRAIN 4 DIFFERENT PEOPLE SINCE WE HAVE BEEN USING THE SYSTEM AND MY STAFF HAVE FOUND IT EASY TO PICK UP ON. Cons THE CALENDAR. I WOULD LIKE TO CHOOSE WHICH CALLENDARS I WOULD LIKE TO SEE. WHAT I MEAN BY THAT IS SOMETIMES I WANT TO LOOK AT TWO PROVIDERS AT A TIME BUT IT IS SET TO SEE ONE OR SEE ALL. Review Source Response from Office Ally October 29, 2025 Teri, thank you for the complimentary review and thank you for being a valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. JY Julie Y. Billing Specialist Medical Practice Used the software for: 2+ years ### "Good Program" October 28, 2025 4.0 While customer service is easily reached and readily available, some bugs have taken months ro resolve necessitating extra work. Outside of that the program is great for my needs. Pros It is simple, intuitive, and reasonably priced, while being robust enough for my requirements. There is an excellent amount of carriers represented in the ERA functionality as well. Cons Some bugs take an inordinately long time to resolve and some easy functions are not provided. The lack of 2FA is a concern. Review Source Response from Office Ally October 29, 2025 Julie, thank you for the complimentary review and thank you for being a valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. CMM Christina McGauthiar M. LCSW Mental Health Care Used the software for: 2+ years ### "Practice Mate Review" June 30, 2025 5.0 I am very satisfied with Practice Mate. I have used it since 2011 and plan to continue using it. My overall experience is great. Pros I really like the ease and simplicity of filing claims. It is fast and efficient and simple. Customer service has been helpful when needed too. Cons It can be slow sometimes, but that could be the connection on my end, not sure. Maintenance times used to be inconvenient, but that has improved. Review Source Response from Office Ally July 1, 2025 Christina, thank you for the complimentary review. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. SC Shelly C. Owner, Billing Specialist Consumer Services Used the software for: 2+ years ### "Superhero without capes" July 11, 2025 5.0 I feel thankful for the support I can get daily over the phone and when they can login to my computer and show me things. Pros Customer support is easy to access. Every time I call I usually end up with a solution. There has been one or two times over the years that the solution took a longer time. Cons Sometimes it has glitches. In the past it usually is with a particular insurance like Molina, where they either submit the claims twice or not at all. Review Source Response from Office Ally July 14, 2025 Shelly, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. AC Angela C. Admin Asst Mental Health Care Used the software for: 2+ years ### "Practice Mate is the best system for me. " July 1, 2025 5.0 I enjoy using Practice Mate. It has been the easiest, yet complete EMR system I have ever used. I have used systems that use functions that don't work for me. Pros User friendly. Setting up appts, managing accounts, and applying payments are very easy in the system Cons Editing forms and/or invoices are not user-friendly or there is no capability to do this function. This is a function that I would prefer vs writing on the invoices. Review Source Response from Office Ally July 2, 2025 Angela, thank you for the complimentary review. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. MK Malika K. Clinical psychologist Mental Health Care Used the software for: 1-2 years ### "Office Ally review" July 3, 2025 5.0 I have used office ally/practice mate for 15 years and have found it a very easy way to submit claims. Pros Submitting claims is straightforward and easy. The rejections are also helpful so I know when I’ve entered something incorrectly. Cons The interface can be slow sometimes, so submitting claims for the day can take longer than I’d like. Review Source Response from Office Ally July 7, 2025 Malika, thank you for the complimentary review and thank you for being a long-time valued customer. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. BI Billy I. Psychotherapist Mental Health Care Used the software for: 2+ years ### "Consistent and Reliable " June 30, 2025 5.0 Consistent and Reliable: A product you can trust Practice mate is user friendly. Customer service support is very polite and helpful. Pros Easy to use software and troubleshooting tips Excellent customer service! Quick Response to Problems and Concerns. Cons The fact that I cannot change initial setup without assistance. For Example, I would prefer to see the option to select Individual therapy as a default descriptor versus having to select each time I complete billing for an individual client. Review Source Response from Office Ally July 1, 2025 Billy, thank you for the complimentary review. We are very glad that you are enjoying the product. We value your feedback as we continue to invest in strengthening the features and functionality of our products and we continue to focus on upgrading our service offerings. FL Frances L. admin assistant Health, Wellness and Fitness Used the software for: 2+ years ### "Try it you will like it" May 1, 2025 4.0 Overall it was a good experience. User friendly for people that are not computer savvy. Pros Convivence. It was easy to use. I trained staff on how to use it. It was easy training. Cons I do not have any cons. There is nothing I don't like about it. Practice Mate worked for what we needed. Review Source Response from Office Ally May 5, 2025 Frances, thank you for the review and thank you for being a valued customer. KW Kate W. Practice Manager Hospital & Health Care Used the software for: 2+ years ### "Why you should use Practice Mate" February 19, 2025 3.0 Really good, we found Practice Mate to be a good program for the price of use! Pros Scheduling options were great, interface is very user friendly and intuitive. Reporting functions are easy to use. Cons Limited options for check in processes. Would have liked the schedule to have some more indicators based on patients. Review Source Response from Office Ally February 25, 2025 Kate, thank you for the review and thank you for being a valued customer. BV Breanne V. Onboarding Manager Mental Health Care Used the software for: 2+ years ### "Happy With Office Ally Practicemate" October 21, 2024 5.0 Im very satisfied. You get what you pay for. So yes it is a little outdated but its also extremely in expensive. It is also very user friendly and easy to navigate. Pros The price. You cant beat the price =). They also have a wonderful it team. Cons It is a little outdated but great for the price =) Review Source Response from Office Ally December 11, 2024 Breanne, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. KL Kathy L. Licensed Mental Health Counselor Mental Health Care Used the software for: 2+ years ### "Pros and Cons of using Practice Mate" August 28, 2023 5.0 I really appreciate the customer service experience! I get questions answered or assistance when needed without having to go through a lot of automated prompts! There is nothing like being able to talk to another human being to help solve whatever problem I may be having!! Pros Prior to 2020, I found all of the features to be very beneficial to my practice. Since the retirement of my office manager and the onset of COVID, I now have a third-party company that handles insurance verification, billing, and payment for me, which allows me more time for patient care. Cons Many times, when patients are completing the new patient paperwork through Patient Ally, they are not able to complete the HIPAA Compliant form. I'm told there is a glitch in the system that IT is working on, but to date, it hasn't been corrected. This means I have to send that particular form to the patient for signature and then add it to their file, which is not convenient. Review Source Response from Office Ally August 29, 2023 Thank you Kathy for the complimentary review. I am very glad that you are enjoying the product. I would be very interested in hearing more about (and possibly highlighting) your experience further. If you are interested, please reach out to us. MS Maya S. Administrator Health, Wellness and Fitness Used the software for: 2+ years ### "The Practice Mate" October 2, 2023 5.0 It is easy to use though some feature need upgrading/updating Pros The Practice is easy to use and set up with systematic steps. the software does need some upgrading. The main upgrade any changes made to the information should update information in Patient Appt schedule, patient visit and claims. Thins does not happen and one has to go to each tab manually and update on each form. Cons When you are working on a patient it switched the screen back rather than let you stay on the same patient until you are done with all the work you need to do. The other feature that does not work is when insurance payers retract the monies it is difficult to post the shortfall in an easy and systematic way. Reason for choosing Practice Mate Ours was a new business so we were happy with the price at the time. Review Source Response from Office Ally October 3, 2023 Thank you for the complimentary review. We am very glad that you are enjoying the product. We would like to highlight a few of our customers whose usage of Office Ally products have positively impacted their healthcare practice. We plan to create one or more case studies or testimonials that can be publicly accessible on our website. If you are willing to talk to us about your experience and be considered for highlight, visit https://share.hsforms.com/1p2G3uhOLRIifEl31I6kpQwdj9wf to complete an online form. I will then get in touch to schedule a suitable time for a phone discussion. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.