# Practice Mate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/210524/Practice-Mate/reviews --- 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 May 4th, 2026 # Reviews of Practice Mate Ease of use 4.5 Customer Service 4.5 ## Pros and Cons in Reviews 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 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 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 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 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 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 MD Marie D LICSW Mental Health TherapistMental Health Care, Self-employedUsed the software for: More than 2 years. “Practice Mate secures patient information online and is a good value for the monthly, deductible payment, which I appreciate and trust.“ December 7, 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. MR Misty R. Therapist Mental Health Care Used the software for: 1-2 years ### "New practice mate " December 30, 2025 4.0 My overall experience has been positive. The website is secure and HIPPA compliant without being overly complicated Pros I like the new look of the application and how easy it is to submit insurance claims. I also like the quick feedback if a claim was submitted incorrectly as well. Cons 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. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) Practice mate is easier to bill for certain insurance Review Source Response from Office Ally January 2, 2026 Misty, 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. LB Lauren B. Occupational Therapist Medical Practice Used the software for: 1-2 years ### "Office Ally" November 16, 2024 4.0 Easy to learn. Visually less clutter and buttons/tabs. Pros \-Color coding in calendar -Viewing other provider's schedules -Moving appointments to other time slots Cons \-Not being able to insert charts in documentation -Certain symbols did not work in documentation such as %, /, \* Switched from [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/) New Job required a different medical records syatem. Review Source Response from Office Ally November 21, 2024 Lauren, 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. 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. JC Julie C. Billing Specialist Mental Health Care Used the software for: Less than 6 months ### "Excellent experience with OfficeAlly Practice Mate" October 28, 2025 5.0 Our overall experience with Practice Mate has been excellent. The special onboarding assistance was absolutely key. I cannot say enough to let you know how valuable \[sensitive content hidden\] was to our smooth transition. Also, we switched from SPSI to OfficeAlly but that company/product was not listed as a choice in that section of the survey so I responded "I don't know." SPSI decided to close down their business so we had to select a new clearinghouse for claims. We choose OfficeAlly and are VERY happy with our decision. Pros Billing ease of use and value for the money. Premier (not sure what the actual name is) Onboarding was extremely helpful Transition was very smooth Cons Inability to look up payments by claims (rather than Patient Visits) Number of clicks required to update the number of units billed. Review Source Response from Office Ally October 30, 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. BS Beth S. Director Mental Health Care Used the software for: 2+ years ### "Cost effective and easy to use" July 11, 2025 5.0 We have been using Practice Mate for many years. It is easy to use and provides a simple way to keep track of claims submissions. Cost is minimal. Claims reports are easy to access. Pros We have been using Practice Mate for many years. It is easy to use and provides a simple way to keep track of claims submissions. Cost is minimal. Claims reports are easy to access. Cons I cannot think of anything I do not like about Practice Mate. When we have had issues, they are quickly resolved. Review Source mF michelle F. vp of operations Mental Health Care Used the software for: 1-2 years ### "m. faison practice mate review" October 27, 2025 5.0 i have had a great experience with practice mate. i don't have any issues using this system at all. it's great. Pros ability to see all claims submitted for clients. fixing repairable claims is easy. i truly enjoy the system. it is user friendly. Cons i do not have any cons to put in review for the practice mate system at this time. keep up the great work. Review Source Response from Office Ally October 29, 2025 Michelle, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product. HL Hyeong L. Chiropractor Health, Wellness and Fitness Used the software for: 2+ years ### "Great low cost option for small offices. " December 30, 2025 4.0 Overall my experience with Practice Mate has been good. I would recommend to someone who wants to ease into using EHR software. Pros I like that it has a user friendly interface. It also is integrated with Service Mate which I use on a regular basis. Cons Practice Mate can only be used while being connected to the internet. There is no offline setting. It can be an issue when the wifi connection goes down. Review Source Response from Office Ally January 5, 2026 Hyeong, 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. NP Nancy P. Nurse Practitioner Health, Wellness and Fitness Used the software for: 2+ years ### "Great product, set up ERA" June 30, 2025 5.0 I've been using it 3 years and it's great. It's pretty intuitive. I still use the classic mode, so I don't know if there's a significant change. Pros It's really to fill in saved information and send! I appreciate when I make an error it sends it back fast. Cons I wished I knew I could have gotten ERA's back to it. I wished it was set up easier so I could have been more efficient with billing. Review Source 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. SN Scott N. Owner Mental Health Care Used the software for: 2+ years ### "Long Term Office Ally Practice Mate User" September 19, 2023 5.0 Bottom line for my billing company is the overhead to use Practice Mate is very fair priced. Productivity is the best EHR/Billing platform for less time managing daily task. Pros Streamlining daily visits and claims created is fast and easy with patient visit templates for repeat patients where coding is the same procedure each visit. Accounting & entering payments with the ability to be able to easily adjust and delete payments is very fast and not frustrating. Cons Entering payments manually can be confusing with added steps to choose payment to, payment from, payment method. The older version was a lot easier to add payments as it was more simplified. But some of my staff love the new version of adding payments. It's a preference of the individual user. Review Source Response from Office Ally September 20, 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 us. JTJ Jorn T J. D.C. - Doctor of Chiropractic Medical Practice Used the software for: 2+ years ### "Practice Mate for the solo practic" September 25, 2023 5.0 Great access from any internet connected device. Cost effective office management going on 15 years. Pros The scheduling and billing/bookkeeping in one enabled me to split from a sublease and start solo practice with confidence 15 years ago. I came from downloaded software to accessible web-based management system. Cons Import of CSV file went well. Some of the pages can be improved to compliment the workflow. Put save buttons everywhere so I don't have to scroll to the bottom every time. Date entry (DOB, injury date etc.) is inconsistent. The cursor automatically advances from month to date but often needs a Tab to go to year. Put another Superbill button all the way up under the charges. Any editing requires a full scroll to the bottom to find it. Review Source Response from Office Ally September 26, 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 us. 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.