---
title: "TestDirectly Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about TestDirectly Software - reviews, pricing plans, popular comparisons to other Portal products and more."
source_url: "https://www.capterra.com/p/215166/TestDirectly/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 TestDirectly Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

TestDirectly

## What is TestDirectly?

TestDirectly is a web-based portal that works seamlessly with any laboratory information system (LIS) and billing software to replace paper requisitions and the need for manual order entry with a streamlined electronic workflow that boosts testing capacity and improves turnaround times. The portal supports a case and a specimen throughout the testing journey, including patient self-registration and scheduling, specimen collection, laboratory processing, report delivery, and billing operations.

## What is TestDirectly used for?

[Portal](https://www.capterra.com/portal-software/)[Patient Engagement](https://www.capterra.com/patient-engagement-software/)[Patient Portal](https://www.capterra.com/patient-portal-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### TestDirectly

5.0 (10)

VS.

[4.3 (514)](https://www.capterra.com/p/110018/rxnt/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (10)

Ease Of Use

4.3 (269)

Value For Money

4.8 (8)

Value For Money

4.2 (250)

Customer Service

5.0 (10)

Customer Service

4.2 (250)

## TestDirectly alternatives

Highest Rated

[4.6 (217)](https://www.capterra.com/p/180530/Power-Diary/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.1 (235)](https://www.capterra.com/p/177828/Dentrix-Ascend/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.6 (59)](https://www.capterra.com/p/187418/Juvonno/reviews/)

Starting price

$55.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## FAQs about TestDirectly

Overview

### Which roles and teams benefit most from TestDirectly?

TestDirectly benefits administrative and operations teams, project managers, and testing or quality leaders who coordinate testing logistics, participant records, and result reporting. Public health coordinators and statewide testing supervisors use it to organize programs and monitor testing activity, while executives review operational status and support service delivery decisions.

Answer based on 10 reviews

Overview

### What company size and specific industries is TestDirectly built for?

TestDirectly is designed for patients, physicians, schools, organizations, and health agencies involved in direct-to-consumer diagnostic testing and preventative screening. It fits healthcare-related users and institutions of any size that need a way to connect with laboratories for testing services.

Features and Usability

### What are the key features of TestDirectly?

TestDirectly includes scheduling and appointment management, patient intake and questionnaires, and patient portal access. It also offers charting, EHR-agnostic records management, secure messaging, video consultations, and reporting and analytics, plus access controls, HIPAA compliance, electronic signatures, and third-party integrations for clinical and administrative workflows.

Getting Started and Support

### What training and onboarding options does TestDirectly offer?

TestDirectly provides in person training, live online sessions, webinars, documentation, and videos. In person and live online sessions support guided instruction, webinars provide scheduled group learning, documentation offers written reference material, and videos give teams self-paced visual guidance.

Getting Started and Support

### What customer support options does TestDirectly offer?

TestDirectly offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available to describe support quality, response times, or common user experiences, so only the listed support channels can be confirmed here.

## Features

AI summary

Based on 987 Portal reviews

Capterra data shows that buyers of portal software rank the following features as their top priorities:

-   **Client Portal** (**64%** of reviewers rated this feature as critical)
-   **SSL Security** (**76%**)
-   **Data Security** (**72%**)

TestDirectly supports all three of the features reviewers rate most important: **Client Portal**, **SSL Security**, and **Data Security**. Together, these capabilities give businesses a secure way to share information with clients, protect sensitive data, and manage portal access with confidence, helping teams maintain trust while handling client interactions more efficiently.

Client Portal

5.0 (1)

200.00% of 1 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

SSL Security

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Data Security

5.0 (2)

150.00% of 2 reviewers that rated this feature as important or highly important

Protect sensitive data for digital privacy

File Sharing

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Public or private sharing of digital files such as documents, audio/video, images, and more

Secure Data Storage

5.0 (2)

150.00% of 2 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

Access Controls/Permissions

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

TestDirectly 89 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Active Directory Integration: Integrates with Active Directory
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Appointment Scheduling: Schedule appointments via a calendar
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Bill Payment: Complete outstanding payments
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
- Care Summaries: Electronic patient health records
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Claims Management: Process of submitting and following up on claims with insurance companies
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Security: Protect sensitive data for digital privacy
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- EHR-Agnostic: Electronic patient health records, including records from multiple doctors
- Electronic Payments: Electronically collect payments for goods or services
- Electronic Signature: Digitally sign online documents
- Employee Portal: Online portal where employees can access and track their own information
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
- Forms Management: Store, manage and track all forms in a centralized location
- Health Record Access: Gaining access to confidential health documents and information
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Historical Reporting: Information, data and reports that are being tracked over time
- Intake Management: Activities related to the initial admission of a charge into the organization's care
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
- Lab Results: Laboratory test results
- Live Chat: Ability to chat online in real time
- Medical Billing: Manage billing and payments for a healthcare provider
- Messaging: Communicate using messages within the system
- Mobile Access: Access software remotely via mobile devices
- Mobile Alerts: Notifications via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Location: Manage and support multiple locations
- Online Refills: Allows medical providers and/or customers to request previously filled prescriptions online
- Patient Education: Educational and medical resources that are delivered to patients online
- Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
- Patient Intake: Patients can register for appointments in advance online
- Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
- Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions
- Real-Time Chat: Engage in direct, instant messaging with customers, users, etc.
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Records Management: Ability to record, store, update, and retrieve information
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Secure Messaging: Exchange messages in a secure and encrypted manner
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Two-Way Audio & Video: Presenter can see and hear participants and vice versa
- Unified Directory: Store, modify, and track user accounts and access in a centralized directory
- Version Control: Track revisions and updates made to files and navigate between different versions
- Video Conferencing: Connect with meeting participants remotely over video
- Video Consultations: Speaking to a doctor or healthcare professional using online video tools
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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We can help you find the software with the features you need.

Features

4.6 (10)

4.6

Based on 10 reviews

## Pricing

Value for money

4.8 (8)

### Starting price

Free trial not available

Value for money

4.8 (8)

4.8

Based on 8 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (10)

5.0

Based on 10 reviews

## User reviews

Overall rating

5.0

Based on 10 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(10)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Recent reviews first, then most helpful

CE

CEO

CEO

Used the software for: Less than 1 year

### "Best system that takes care of all testing needs "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 27, 2021

The fastest turnaround time, our company uses TestDirectly as a single solution covering complete workflow of testing

Pros

One platform to run full cycle testing and reporting

Cons

Not sure, maybe interface could be uplifted

CH

Carrie H.

Statewide Testing Supervisor

Used the software for: 3-5 years

### "Best Customer Service and Ease of Use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 27, 2022

Pros

The software is very user friendly. I was most impressed with the response from the architect team when we were in desperate need of support due to issues with the platform. The Team also does a wonderful job of providing training when we request it and always following through on business process changes.

Cons

It would be great for data purposes to have demographics as a more robust feature in the information collection.

CD

Chris D.

President

Used the software for: Less than 1 year

### "Creating lab efficiencies with Test Directly"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 19, 2021

Wonderful platform which has secured significant laboratory business for our company by way of client customization

Pros

Customization: one example: The ability to create bar coding at point of order which allows rapid accessioning into our lab workflow

Cons

can be a bit complex, thus requiring savvy customer support (which they have)

RR

Rob R.

General Manager

Used the software for: 3-5 years

### "Great tool with responsive support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 26, 2022

Pros

It gave us the ability to tie a pt portal with our LIS, which allowed us to scale quickly.

Cons

More customizable features when the need arises to add functionality, especially around scheduling.

CK

Cindy K.

Aministrative Assistant

Used the software for: Less than 1 year

### "Great customer service"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 4, 2022

Pros

Test Directly has a very user-friendly format. It is fairly easy for customers to make an account, and from the tester's side, it is easy to navigate, and if there are any glitches, they are responded to quickly. I like being able to see results right away, not only for our organization, but for the customer as well. One of the most important aspects to a company, in my opinion, is customer service & theirs is wonderful! They are easy to get ahold of and quick to respond which is very much appreciated.

Cons

Once in a great while there would be a glitch, but it was always handled with speed and that always gave me piece of mind - that I could get ahold of someone in a timely manner if I did have a problem or a question that I needed handled right away.

SS

Sarah S.

IT Admin/ Quality Analyst

Used the software for: 1-3 years

### "Great Portal System"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 19, 2021

My overall experience with TestDirectly has been great. Whenever I have a question or need assistance, I can reach out to the Help Desk and always get a prompt response. The staff are very helpful and friendly.

Pros

I like that clients can create orders on their end by inputting patient information and releasing the remote order to our LIS. This saves clients lots of time as they don't need to manually write in everything on the requisition. I also like the portal side of it and clients being able to review results as soon as they are resulted.

Cons

I found TestDirectly to be a bit confusing when setting up a Provider build vs an Organization build.

DH

Derek H.

Public Health Coordinator

Used the software for: Less than 1 year

### "Public Health COVID-19 Testing"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 2, 2021

10/10. There are a dozen pros to the one con so the amount of worth to have test directly increases our capacity, ability and performance as a public health department in our response to the COVID-19 Pandemic.

Pros

The online scheduling for patients, along with electronically transmitted requisitions to the 3rd party lab. no paper copies. faster processing and faster employee handling

Cons

The ability to link patient profiles to a patient's account on our end. Some of our patients are not tech-savvy

CM

Casey M.

Project Manager

Used the software for: Less than 1 year

### "TestDirectly Customer Support is top tier"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 21, 2022

The support team goes above and beyond.

Pros

Ease of use and customer service make working with TestDirectly a joy.

Cons

I do not have any problems whatsoever. The team at TestDirectly takes feedback and is willing to make changes based on your specific needs.

DM

Darleen M.

Operations & Office Manager

Used the software for: Less than 1 year

### "I love Test Directly"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 6, 2022

Incredible! Their customer service is superior!

Pros

I love that it is available for our patients to schedule themselves, it's very intuitive and rarely does someone need help getting on the schedule. It makes our staff more efficient and testing takes just a few minutes. I like that they can pay online and save a step at the office as well. IF you are working with a lab that is integrated the flow is seamless and very hands off for the team!

Cons

There really aren't many cons. Anytime I have had a problem or an idea, a quick check in with customer service and all was solved. My only frustration is making sure the lab you use, will work with this software or you will be doing multiple steps not otherwise necessary.

CS

Client Services and Logistics

Client Services and Logistics

Used the software for: Less than 1 year

### "Test Directly and \[SENSITIVE CONTENT HIDDEN\] are exceptional "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 26, 2021

Got hundreds of patients around the country operating smoothly everyday

Pros

Easy to use. Good layout.

Cons

None. No issues. All ran great.

[View all Reviews](https://www.capterra.com/p/215166/TestDirectly/reviews/)

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