# Practice Mate Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Practice Mate the right Medical Practice Management solution for you? Explore 170 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 (170) [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 March 13th, 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 170 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. ML Marianne L. PRACTICE MANAGER Medical Practice Used the software for: 2+ years ### "Office Ally Ease of BIlling" October 27, 2025 4.0 I've been using it for a long while now and I think I just got used to it's weaknesses so I didn't complain. Pros It didn't take too long to get started billing insurances. Very user friendly and bec I was able to send out first claims without the training yet. Cons It does not keep track of duplication. It would be nice if it recognized that there are duplicates of patients or dates of service entered. Used it for a while and it should have been one of the updates because it is an important one. Correcting claims should be easier than what it is now. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Price and ease of use and support if pretty good compared to the other software in the past which most of time were off shore and didn't really care . Review Source Response from Office Ally October 29, 2025 Marianne, 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. 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. LB Laura B. Provider Mental Health Care Used the software for: 1-2 years ### "Best product around for the price and functions" November 11, 2025 5.0 Overall, it is an invaluable product! I would recommend to any small private practice. Honestly, never had a complaint. Pros I've used Office Ally's Practice Mate since 2008. While I have always loved it because of its low cost and value for the money, I was recently impressed with the level of security that Office Ally has for its products. I can submit all insurance claims, prepare billing statements; it has been an invaluable product for my private practice management. Cons A con for some but not me, is that there might be limited features or functionality but I haven't run into that for my needs. Alternatives considered [Inovalon Provider Cloud](https://www.capterra.com/p/162841/Inovalon-Provider-Cloud/) Reason for choosing Practice Mate Cost and functionality works best for us with Practice Mate. Review Source Response from Office Ally November 11, 2025 Laura, thank you for the complimentary review and thank you for being a long-time 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. 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. 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. JM Joy M. Founder and Sole Owner Mental Health Care Used the software for: 2+ years ### "The Most Robust and Accurate System!" June 30, 2025 5.0 Positive, using for a decade after reviewing other practice management platforms... it's the most robust and accurate! Pros Integrated features across EHR, Intake Pro, Reminder Mate, Patient Ally Portal and Practice Mate!!!! Cons Inability to see/select partially applied payments in Accounting tab. We like to run the report and have the partially applied or unapplied payments displayed for faster applied payments vs. searching through the whole list of payments. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)[CareCloud](https://www.capterra.com/p/113010/CareCloud/)[Cario](https://www.capterra.com/p/191165/Cario/) Others did not have well integrated features across billing, claims tracking, clearinghouse, bookkeeping / accounting.... not robust enough in revenue cycle or financial tracking. Review Source Response from Office Ally July 1, 2025 Joy, 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. JS James S. Chief Operating Officer Mental Health Care Used the software for: 2+ years ### "OA review and suggestions for improvement." October 28, 2025 5.0 Very good. The functionality overall has been helpful for our processes to keep data current for over the past 20 years. Pros It keeps patient accounts organized. Reports clearly show recorded payment by patients and insurance companies. We can keep patient credit card payments up to date and storing the credit card information for future sessions with reports is valuable. Cons When calling for support waiting time is excessive. No condensed report for therapist sessions. It would be very helpful if the patient report per therapist could be downloaded in a more condensed format such as line items showing DOS, Patient name, CPT code, amount charged, amount paid by patient, amount paid by insurance and amount due. Such a report would help generate a paysheet for each therapist in the group. Review Source Response from Office Ally October 29, 2025 James, 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. 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. 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. 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. VG Virginia G. Physician Medical Practice Used the software for: 2+ years ### "Upgrade to Practice Mate with Office Ally" January 4, 2026 5.0 I have used for over 10 years and got my insurance biller to test it and now she uses it all the time as well. Pros Ease of entering and finding section I needed - easily read and organized appropriately. Cues were good as well. Cons Slow sometimes but may have been my internet or my older computer, does not happen often but occasionally Review Source Response from Office Ally January 7, 2026 Virginia, thank you for the complimentary review and thank you for being a long-time valued customer. We are glad that you are enjoying the product. 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. 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. MM Mina M. owner Health, Wellness and Fitness Used the software for: 2+ years ### "Great product and easy to learn clearinghouse" June 30, 2025 4.0 4.5 stars overall. Most of the features are very user friendly. There are a few things that are not efficient (mostly accounting) Pros Easy to use for the most part. Tabs are easy to figure out and learn. No limit on how many patients you can save. Cons Accounting tab needs improvement. Hard to find reports/invoices etc. Also doesn't keep more than about 100 claims / patient visits for viewing Review Source Response from Office Ally July 1, 2025 Mina, 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. RK Rhonda K. Billing Coordinator Medical Practice Used the software for: 2+ years ### "Not recommended" June 30, 2025 4.0 It is antiquated and needs improvement with billing, especially with reports (claims ready to be filed) and posting payments. Pros Ease of filing claims, ease of entering patient and insurance information. Since I only do the billing, I cannot give feedback on the provider side. Cons Payment posting is somewhat difficult and making changes after posting payment is very difficult. Too many steps when posting payments. Also, lacks a report that shows claim details before batching and filing claims. Review Source Response from Office Ally July 1, 2025 Rhonda, 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. NA Natalie A. Assistant Manager Mental Health Care Used the software for: 1-2 years ### "Everything you need!" January 30, 2025 4.0 The site visually is a little dated but again, the features itself make up for it. Pros There's everything available from reports, to different sections to hold documents. You can literally store all information on the site. Cons It could be a little more user friendly. Review Source Response from Office Ally January 31, 2025 Natalie, 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. 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. JS Julie S. Psychologist Mental Health Care Used the software for: 2+ years ### "Perfect Practice Management for small private practices" September 12, 2023 4.0 I depend on Practice Mate and talk with new clinicians starting their own private practices about using it. It is easy to use and dependable. I like that I can call or email customer support and they get back to me. Pros I've been a user of Practice Mate since 2007 and have never felt a need to explore other services. It gives me just what I need, scheduling, electronic claims submission, and allocating payments from patients and insurance companies so I can keep my finances straight. I have access to all this for no (or occasionally minimal) additional cost. Cons After 16 years the interface could use an update. But it still works and at least I haven't had to learn a new interface. I have not appreciated how they partnered with payment systems and then pressured me into buying the then-current system, but this has not been an issue for the last year or so. Reason for choosing Practice Mate At the time I started using Practice Mate, it was one of the only solutions available and it was free. 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 us. TD Tuan D. Physician/Medical Director Medical Practice Used the software for: 2+ years ### "Office Ally. Practice Mate." September 12, 2023 4.0 I like it a lot. It's relatively inexpensive. If they increase the price, I may look at other systems. So, for the functionality I need, it's good enough. Pros Inexpensive. Can use both for scheduling and billing/claim. Internet base. Easy to use. Cons Many small details and features difficult for me to explain. Example: Schedule change does not document who changes it, when, to where/when. Prescription part has a lot of features that seem very poorly designed. Appointment slots are too rigid with either 15 min or 30 min, etc. Not dynamic. Many others. Reason for choosing Practice Mate Inexpensive. Review Source Response from Office Ally September 13, 2023 Thank you for the review. 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 ## Related categories [Medical Scheduling](https://www.capterra.com/medical-scheduling-software/)[Medical Practice Management](https://www.capterra.com/medical-practice-management-software/)[Patient Scheduling](https://www.capterra.com/patient-scheduling-software/)