# Page 3 | Practice Mate Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

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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/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Practice Mate

## Showing most helpful reviews

Showing 51-75 of 170 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LK

Lori K.  
Owner Licensed Professional Counselor  
Mental Health Care  
Used the software for: 2+ years

### "Office Ally- Great software"

December 30, 2025

5.0

Excellent software that fits my practice perfectly. Easy to learn, easy to used and help is available if needed.

Pros

Insurance claims are easy to prepare and file. Great value for the money and security has been great. I like that I can customize areas to fit my specific needs.

Cons

I have nothing negative to say about Office Ally, even customer service is quick to respond and helpful.

Review Source

Response from Office Ally

January 2, 2026

Lori, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product.

YD

YELENA D.  
DPM  
Medical Practice  
Used the software for: 2+ years

### "easy to use"

August 26, 2025

5.0

easy to navigate

Pros

learning curve

Cons

cost for billing "non-participating" claims

Alternatives considered

[Medisoft](https://www.capterra.com/p/266691/Medisoft/)

Reason for choosing Practice Mate

see above

Switched from

[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)

ease to navigate

Review Source

Response from Office Ally

August 28, 2025

Yelena, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the product.

TL

Teri L.  
Owner, DC  
Alternative Medicine  
Used the software for: 2+ years

### "Great product"

July 2, 2025

5.0

Overall my experience has been positive. There are times I get frustrated, but more at the hoops needed to jump through to satisfy insurance, ehr, etc.

Pros

Ease of uae. I have used Practice Mate for many years. It is all inclusive. Patient info, scheduling, billing all in one package.

Cons

The flow is not the easiest to work with at times. Too many steps to add scheduling. Patient portal is not utilized by patients.

Review Source

Response from Office Ally

July 3, 2025

Teri, 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.

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.

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.

AS

Alysha S.  
LMFT  
Mental Health Care  
Used the software for: 2+ years

### "Great for claim submission"

October 27, 2025

3.0

My overall experience is positive for simply submitting claims. They have great customer service representatives that can help you very quickly.

Pros

I most like how easy it is to submit a claim. I also like that it stores all of my patient information and it's easy to edit.

Cons

What I like least about the product is that if there's a claim that needs to be corrected, the information that needs to be corrected is very unclear to determine what it is.

Review Source

Response from Office Ally

October 29, 2025

Alysha, 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.

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.

LV

LAURIE V.  
licensed massage therapist  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Thank you Practicemate!"

July 2, 2025

5.0

I have been using practice mate for over 12 years. I have not ever experienced any negative interaction

Pros

As a very small business, this allows me to bill insurances, easily and at no additional cost! If I have an issue, I can call, and it is handled promptly. Thank you for this service.

Cons

I do not have any cons to report. I have not experienced any incident where I can give a legitimate complaint!

Review Source

Response from Office Ally

July 3, 2025

Laurie, 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.

DS

Doris S.  
Physician  
Hospital & Health Care  
Used the software for: 1-2 years

### "Physician practice"

October 27, 2025

5.0

Excellent Keep up ther good work. The practice mate site was designed with the assistance of a physician.

Pros

Easy navigating and optimal information provided. Ideal set up with patient information and prescription.

Cons

Retail Pharmacy information needs expanding. The list of pharmacy detailing insurances they accept or preferred.

Review Source

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.

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.

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

SN

Susanne N.  
Medical billing  
Hospital & Health Care  
Used the software for: 2+ years

### "Easy to use good reports built in clearing house processing"

December 4, 2024

5.0

Been using the software for 13 years no problems.

Pros

Easy to use from any location. No problems at all with this software.

Cons

Dont have any complaints. I still use this software today.

Switched from

[Medisoft](https://www.capterra.com/p/266691/Medisoft/)

Cost annually for updates to medisoft became too high.

Review Source

Response from Office Ally

December 11, 2024

Susanne, 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.

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.

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.

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.

BR

Barbara R.  
Administrative Assistance  
Mental Health Care  
Used the software for: I used a free trial

### "The Best On line Billing"

July 3, 2025

5.0

excellant customer service. Everyone is so polite and professional. That means a lot to us. We try to be as professional as possible also.

Pros

I always have help if i need it. Great customer service. everytime i have aquestion its answered right away.

Cons

sometimes the telephone wait is long! That would be my only complaint.Just the telephone wait sometimes.

Review Source

Response from Office Ally

July 7, 2025

Barbara, thank you for the complimentary review and thank you for being a valued customer. We are glad that you are enjoying the customer support.

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.

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.

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.

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.

CP

Connie P.  
sole proprietor  
Mental Health Care  
Used the software for: 2+ years

### "My Seven Year Affair with Office Ally and Practice Mate"

September 13, 2023

5.0

Pros

This program is easy to use. I consider myself a ludite and yet I was able to figure out how to use Practice Mate with only one tutorial. I am sure I do not utilize all of the features available to me but they are there if I hit a snag with my practice. Plus the technical team is available and responsive without going through a long phone menu or wait. They are also fast and efficient with claim submission. Always grateful for that!

Cons

I used OA and Practice Mate at a couple of clinics before I started my own practice so was already familiar with it. That was back when it was free to providers. Ahem!It pretty well defined how I was going to set up booking and billing for my practice and was my first choice of all the programs I had had to learn during the course of my 25 year career. I wasn't surprised when they began to charge and feel it is a reasonable fee considering I can input for 15 minutes at the end of my day and leave all the rest to them. I truly do not have anything negative to say about PM.

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.

JW

Josh W.  
doctor of chiropractic  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Practice Mate works great in my office"

August 25, 2023

5.0

Practice Mate keeps my office organized, it is easy to use from my work computer or my cell phone, and the customer service is top notch!

Pros

Practice Mate covers all of my needs for my chiropractic office. It takes time to train employees in on it, like any other product, but it's very easy to use once you get the hang of it.

Cons

I have appointment times that are 15 minutes and also 30 minutes, but I'm only able to pick one time slot for all of my appointments. I use the 15 minute slot and have to remember not to schedule people immediately after a 30 minute slot, since the reminder only uses a 15 minute slot. Otherwise, I have no problems with Practice Mate.

Review Source

Response from Office Ally

August 28, 2023

Thank you Josh 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.

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