--- title: "NextGen Office Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is NextGen Office the right Medical Scheduling solution for you? Explore 1286 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-21" --- NextGen Office 4 (1286) 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 October 21st, 2026 # Reviews of NextGen Office Ease of use 3.9 Customer Service 4.0 ## Pros and Cons in Reviews Jessica S AdminAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “It simplifies document management, collaboration, and workflow, and the cloud-based access adds great flexibility. While a few features could be faster and integrations smoother, it’s a reliable and efficient tool that boosts productivity.“ April 8, 2026 LF Latasha F Medical Office ManagerHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “One issue we have experienced with the system is that appointments cannot always be fully deleted when necessary and instead must be marked as canceled.“ June 9, 2026 NB Nicole B Counseling with Care Office ManagerHospital & Health Care, 11 - 50 employeesUsed the software for: More than 2 years. “It allows both sides to access the other side, as well as providing patients a continuity of care between the two offices.“ June 4, 2026 MU Muhammad U ManagerHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 6-12 months. “Ineffective texting and emailing utilization without the required patient portal. "“ March 27, 2026 LF Latasha F Medical Office ManagerHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “NextGen Healthcare EHR is excellent for allowing staff to schedule and manage patient appointments.“ June 9, 2026 OE Omid E PresidentHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: More than 2 years. “Faxes have been a struggle for many as there seems to be limited to no accountability for the NGO faxing services. “ July 25, 2025 OE Omid E PresidentHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: More than 2 years. “NGO's usability and enterprise-level management of multiple practices for our billing company has allowed us to streamline protocols, improve quality, and manage practices and their operations effectively. “ July 25, 2025 Steve B Owner doctorAlternative Medicine, 2 - 10 employeesUsed the software for: 6-12 months. “The software had a horrible easy to use. When I logged on before the official training I could not figure out how to write a sample SOAP note.“ February 18, 2026 ## Showing most helpful reviews Showing 1-25 of 1286 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Omar A. IT Manager Hospital & Health Care Used the software for: 6-12 months ### "A Perfect NextGen Solution for Small Independent Practices" May 20, 2023 5.0 It is a great addition for our small independent polyclinic and we are quite happy with how it has increased our productivity. Pros What is most prominent is a User friendly design focused on registering the patient and updating his status.Hassle free alert system with analytics designed for all types of procedures.Support for the program is strictly within the US and they offer hands on authentic support. Cons It was overwhelming the redundant amount of features they have available which may take a while to sift through and fully adapt.It is not very customizable and felt a little flimsy in that department. Review Source Isaiah N. CEO Information Technology and Services Used the software for: 2+ years ### "One of the best EHR Vendors around" August 6, 2020 5.0 I have had a wonderful experience with this software and it's auxiliary products. Even when things don't go as expected their customer support has been on top of it. Pros I like the immediate transition of the company since the new \[SENSITIVE CONTENT HIDDEN\] has taken over. Their commitment to customer success with new edge technologies has been a great shift and kept me as a customer. Cons I dislike the fact that they don't have a bigger stack in the hospital industry of healthcare. I think this needs to change particularly with their api and interoperability stack. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[Oracle Health Ambulatory Suite](https://www.capterra.com/p/2341/Cerner-Ambulatory-EHR/) Reason for choosing NextGen Office The full product offerings was a perfect for our model of healthcare. Review Source sW sally W. Owner Medical Practice Used the software for: 2+ years ### "No Customer Service" July 17, 2025 1.0 Long ago good product but now poor. Right now, I have waited over 24 hours and 5 phone calls just to have a password reset. Pros I have had NextGen, formerly HealthFusion, for almost 13 years. The platform is easy to use and the product used to be good. Cons Zero customer service. Over the last few years, the customer service is non existent, as the price continues to soar. Everything from enrollments with the clearinghouse to deciphering claim denials is self service. Expect to have to spend way more time creating cases, waiting several days for someone to respond, and frustration on things that should be easy. Also, lots of confusion about who to contact with the clearinghouse Waystar exists....both sides will pass the buck. Also, their MIPS/MACRA measuring factors are limited...so good luck! Review Source Response from NextGen Healthcare August 1, 2025 Thank you for being a long-time user of NextGen Office and for taking the time to share your experience. We truly appreciate your loyalty over the past 13 years and regret that your recent interactions have not met your expectations. We understand how frustrating it can be to face delays in support, especially with time-sensitive needs like password resets and claims processing. Your concerns about service quality, communication between systems, and MIPS/MACRA reporting are important, and we are actively working on improving these areas. We’d like the opportunity to assist you directly and help resolve the outstanding issues. Thank you again for your feedback NB Nicole B. Counseling with Care Office Manager Hospital & Health Care Used the software for: 2+ years ### "NextGen Office Review for an integrated care model" June 4, 2026 4.0 Been using it for 7 years with current employer. I have no other experience with any other EMR programs. Pros Fairly simple system to use. It does well with integrating our two offices. It allows both sides to access the other side, as well as providing patients a continuity of care between the two offices. Cons All updates seem to make the entire system crash in some way. When this happens it seems to us that the help desk has no idea how to assist with the problem, as we can not run either office without our EMR running correctly. Review Source LF Latasha F. Medical Office Manager Hospital & Health Care Used the software for: 2+ years ### "Medical Office Manager " June 9, 2026 5.0 NextGen Healthcare EHR is excellent for allowing staff to schedule and manage patient appointments. Our organization has also started encouraging patients to request appointments through the patient portal, which has helped improve communication and patient access to care. Pros Our organization uses NextGen Healthcare EHR for our primary care clinics. Through NextGen Healthcare EHR, our organization is able to order medications, document patient charts, manage appointments, and process billing and coding for medical claims. The system helps address several key business and operational needs within our clinics, including: \* Billing and coding primary care claims \* Managing patient appointments and scheduling \* Maintaining electronic medical records and chart documentation \* Ordering medications and managing prescriptions \* Improving workflow efficiency and patient care coordination Overall, the platform supports the day-to-day clinical and administrative operations of our primary care services. Cons One issue we have experienced with the system is that appointments cannot always be fully deleted when necessary and instead must be marked as canceled. This limitation has resulted in a higher number of canceled appointments appearing within the system, which can impact scheduling reports and appointment tracking accuracy. Review Source BB Beth B. Owner operator Hospital & Health Care Used the software for: 6-12 months ### "Don’t do it" May 12, 2025 2.0 Generally, I would highly recommend picking something different. There are much better systems out there for much cheaper cost. Pros The actual patient encounter portion was fairly user-friendly. It was still extremely heavy, but they allowed you to have templates which helped somewhat. Cons The billing side was absolutely horrendous. The program likely cost our company thousands of dollars plus it was quite expensive to have just two providers. The customer service was extremely difficult to work with. You would ask a question and wait for a cuff circular non-answer response for weeks. We finally got to enough complaints that we got to speak to a manager and basically they said too bad so sad about all of our concerns. We left them the second our contract was up. Alternatives considered [CareCloud](https://www.capterra.com/p/113010/CareCloud/) Reason for choosing NextGen Office My business partner chose it because she used it in the past Review Source Response from NextGen Healthcare May 14, 2025 Hi Beth, We appreciate you taking the time to share your experience. It's great to hear that the clinical side of the platform offered value, especially with the use of templates. That said, we understand your frustration regarding the billing tools and support experience. Our internal teams are always working to improve our billing workflows and revamp our support escalation process to prevent the delays and circular responses you described. We recognize that no system is one-size-fits-all, and while we regret that we weren’t the right fit for your practice at the time, we’d welcome the chance to demonstrate how things have evolved. If you're open to a conversation or feedback follow-up, feel free to reach out—we’re always looking to improve. Wishing you and your team continued success. —The NextGen Healthcare Team aA annalisa A. medical biller and coder lead Facilities Services Used the software for: 2+ years ### "medical billed and coder lead" June 3, 2026 5.0 Nextgen provides all the tools necessary to providers,front desk staff,medical biller and medical assistants.I highly recommend it especially for billing services as it is the best billing software i have worked on so far. Pros Nextgen EHR is easy to understand and is offer easy access to it under claim charge entry, which allows me fast and proper coding.The billing aspect is wonderful.Very easy to post insurance payments and patients payment.Real time eligibility is a necessary tool that nextgen offers and both i and the staff at front desk use daily.Creating new charts or modifying charts is simple and fast also. Cons I do not have any complaints in regards to this medical software.So far i have had a great experience with it and i have been using it for 5 years on a daily basis. Review Source MU Muhammad U. Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Review of NextGen Office" March 27, 2026 4.0 I had an overall good experience with NextGen. Prompt replies and often most inquiries were promptly addressed Pros "NextGen was one of the top of the line EHR when it came to converting from paper charts to EMR in our practice back in 2015." "NGO has been solid and but it needs updates to keep current with other EMRs/PMs in the industry. " "Powerful for healthcare practices; once set up, it streamlines patient care and office management effectively." Cons "We often find faxes delayed, but NGO support fails to provide any meaningful update during the questionable period. " "Ineffective texting and emailing utilization without the required patient portal. " "It took an incredibly long time to document on a new patient on their first visit." Review Source kA kim A. administrator Medical Practice Used the software for: 2+ years ### "room for growth" July 29, 2025 5.0 1)I am happy with the EDI department with a timely resolution 2) I am happy with my account manager Pros account rep's always try to help with problems that occur in a timely matter. Account manager always keeps me advise Cons 1)billing department 2) oversees calls 3) this is annoying I have to come up with 100 characters to answer these questions Review Source Heather T. Administrative Medical Assistant Hospital & Health Care Used the software for: 6-12 months ### "NexGen insights " September 1, 2024 4.0 Nexgen had many uses I used on a daily basis such as charting, e-scribing medications, ordering office supplies, as well as a patient portal where patients could access, they're records and medication list. Pros Patients can review their personal health records, including medications and lab test results and the billing integration helped my billing needs Cons learning to customize can be pretty complex and time consuming. It's really not the best for a small practice. Review Source CS Carol S. nurse practitioner Health, Wellness and Fitness Used the software for: Less than 6 months ### "Do not use NextGen office" June 27, 2025 1.0 Would not recommend. There is no in person classes to help with start up. Most of our issues were left without a resolution. Pros We chose NextGen Office because we are a small clinic and the price was in our budget. I can honestly say you get what you pay for. Go for the best option not the cheapest. Cons Customer service is horrible. Nobody is able to answer questions and when I call the support line it has so much static that I can't understand them. I was never able to get to someone for assistance. Alternatives considered [eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/) Reason for choosing NextGen Office The only reason we chose was the lower price Review Source Response from NextGen Healthcare July 10, 2025 Thank you for your honest feedback. We’re truly sorry to hear about your experience and understand how frustrating it must have been. We’re looking into the call quality issue and will make sure it’s addressed. While in-person training isn't always available, we do offer live virtual sessions and personalized support. We'd love to connect and see how we can better support your clinic. Please contact our Client Success team so we can assist in resolving any outstanding issues. We appreciate the opportunity to serve you and hope to improve your experience moving forward. SB Sunaina B. Director of Operations Hospital & Health Care Used the software for: 2+ years ### "Gets the job done!" February 21, 2025 4.0 Overall it's a great software, when I don't understand something I can always contact their desk support team. Pros Allows for employee tracking, care management, and has managed cloud hosting which is incredible for the price. Cons The reporting and analytics were not calculated accurately. Review Source LK Lauren K. Referral Coordinator Medical Practice Used the software for: 2+ years ### "A medical records system you can trust!" October 12, 2022 5.0 My overall experience has been very positive. It was an easy system to learn, with reliable customer service and support. Pros Nextgen is an ideal platform when operating across multiple office locations or affiliate offices under one corporation. Medical records are viewable in one platform without having to log in and out for each location. Patients are easily searchable with alerts to prevent accidental adding of duplicate charts. You can add a feature to check insurance eligibility on both medical record and practice management side. And encounters instantly populate on both sides, making transferring from front desk to clinic seemless. It is easy to set up alerts for patients, whilst maintaining privacy features to protect their data. There is the ability to add a database of referring providers, which makes it easy to send referrals and records confidentially without having to print, scan or fax documents. You can also utilities a tasking feature to send trackable messages or assignments across locations or departments. Cons There are so many features it can feel a little overwhelming at first. It is highly recommended to take advantage of any training offered on this platform on order to best take advantage of everything it has to offer. Review Source MK Michelle K. IT Program and Project Manager Medical Practice Used the software for: 2+ years ### "IT Program/Project Manager" August 21, 2018 5.0 In 2006, a 3rd party integrator (no longer in business) sold NextGen to our organization and since this was their first time installing it, the installation and configuration was barely implemented. To mitigate, in 2011, additional Practice Management training from NextGen and EHR Training/template development resources from Ciscon were engaged to review billing processes and create clinical workflows. Thanks to NextGen/Ciscon, we were able to launch the EHR in 2013. Since then, they have helped us make significant improvements to the clinical workflow (customizing templates) and billing processing. In 2016, the NextGen reports allowed us to start receiving CMS Meaningful Use/ACI incentive funds. Pros 1\. Highly configurable...an organization can develop/program/configure any template or drop-down list box to tailor it to their clinical staff! 2. Software includes everything a clinic/hospital needs...and with NextGen's MirthConnect product, any interface or integration to another system is possible and easy! Besides the EHR and Practice Management, NextGen provides a Patient Portal, ePrescribe capability, Rosetta and MirthConnect (allowing interfaces to any system like LabCorp, Quest, Immunization Registries.), and much more! 3. NextGen Support is awesome...and if there is a new staff member, just request Tier 2 or Tier 3 support techs so your challenges are addressed quickly by experts in every area of the product! 4. NextGen Training is helpful from knowledgeable and experienced staff who have worked in clinical and front office environments. For any upgrades or projects, or if you are brand new, leverage the advanced trainers for additional training for staff and learning how to utilize/configure the system by having them review your configuration. 5. NextGen Development and NextGen 3rd Party Integrators (like Ciscon) are amazing to work with...If you don't have time to develop templates or learn, contact them to obtain a quote. I have been most impressed with support team at Ciscon! They have been able to streamline Provider templates and save tons of clicks so the Providers just adore and appreciate the efforts! They were also able to train all the clinical staff on the new workflows. Cons Like any EHR (vs a paper chart), there are lots of clicks for the clinical staff members. In addition, the graphical user interface was so new to staff, this caused delays in the encounters. (To mitigate, we spent time, money, and effort on training users as well as building customized templates...This was worth every penny!) Review Source CJ Crystal J. Claims Service Specialist Insurance Used the software for: 1-2 years ### "NextGen.. Creating ease in your workday" October 7, 2024 5.0 Next Gen does amazing with automatically pulling up my claims from our customers entering their information into the automated system prior to connecting with me. This makes my job so much easier and builds some type of rapport with my customer by doing so. Pros The ease and ability of automatically connecting with Avaya, and pulling up my claims for work. Cons The frequency it goes impaired, and the times it won’t automatically pull up claims. Review Source JL Jon L. surgeon/owner Medical Practice Used the software for: 2+ years ### "Shady ethical practices" March 2, 2020 1.0 In order to get my auto bill pay to stop I had to change my credit card number. NextGen would not stop extracting monthly payment from autopay that I had established years before. This company made a great deal of money from me for the years and the parting thanks was an exit gouge for all the money they could get. I spent many hours in discussion and in correspondence with the company to resolve this issue. Each person with whom I spot expressed understanding but said they didn't have authority to made the decision of turning off the automatic billing, even though I wasn't using the product. They acknowledged that I did notify the company but I notified the "wrong" department. Pros It was accessible in the cloud. I was able to free text fairly easily. Cons I had to nag my regional representative to get a response. He acted like he just didn't have time to help with issues. I needed to archive my records because I was retiring. My rep and the technical backup team from NextGen did not speak with a different department (billing). The billing department felt that I should given earlier notification in order not to fulfill a yearly billing cycle. It became apparent to me that the various departments don't communicate with each other. The billing department could have honored my telephonic and email communications that I had with two of their other departments and simply closed my account in a month or two. They chose to stiff me for a complete year of billing. Reason for choosing NextGen Office Stay away from NextGen. They are a shady company. Given that their right hand doesn't know what their left hand is going, the customer is left to make up for their failure to internally communicate. Exiting the company into retirement was a goat rope to say the least. Review Source MD Monica D. Office Manager Hospital & Health Care Used the software for: 2+ years ### "Very user friendly" June 13, 2023 5.0 I think NextGen is more user friendly than patient friendly so depending on your needs, it may not be the best system for you. The overall system is extremely clean and easy to navigate. There is a lot of customization and features that you can add in and take out as needed. Pros NextGen is by far one of the easiest EHR providers to use. It is extremely user friendly and straightforward. One of my favorite features is how you can set access and abilities for each user and their specific role/responsibilities. Cons While I love the clipboard to easily drag and drop appointments, I wish the system showed the original appointment in the patient chart and that it was moved. It happens sometimes but not usually and it would be helpful to note that the appointment was moved. The patient portal and documents definitely need work as they don't always work to their complete functionality. Review Source VR Verified Reviewer Medical Billing Manager Medical Practice Used the software for: 2+ years ### "Not bad but it had to grow on me" May 11, 2021 3.0 We use NextGen to create patient charts to submit and generate claims to send through our clearinghouse. The set up was off to a rocky start but overall we have learned how to use the system and utilize the functions. It is not too difficult to use and for the most part easy to navigate and understand after fully learning the in's and out's of the system. Pros The billing chart entry is not terrible. After a while you get used to it. It is fairly simple to use once you have a full understanding of how it works and able to easily operate it. The charge entry is extremely simple giving you step-by-step charge entry points to easily understand. Cons The customer service was NOT great. I dont know if perhaps my experience was unique but especially when it came to deployment it had a very difficult time. I do not like how they restrict you on what you are allowed to do within your own database. I wish the user had more capabilities especially when initially setting it up for the office. I feel like every time I have an issue no one knows how to answer it and just passes me off to the next person. Review Source EV Eric V. Doctor Medical Practice Used the software for: 2+ years ### "Just as bad or worse than any other EHR" April 20, 2016 1.0 Pros communicates with my billing company, but I could just fax a superbill just as easily. does insurance eligibility checks, does eRx (but is often difficult to find the pharmacy unless you know the exact zip code, sometimes doesn't find the pharmacy at all, like Safeway's) Cons Wow, there is so much not to like... Word searching for ICD10 codes, past medical history and problem lists returns hundreds of search items that have absolutely nothing to do with the words being searched. Also, if you enter the words out of the order in which they would appear, you will never find them. Social History is much more than whether a person drinks alcohol or smokes. There is no way to put in valuable details of a patient's social history and automatically include it in your notes. A lot gets lost by having to adhere to some stupid engineer's formatting. Same with past medical/surgical/obstetric histories-you cant add any valuable details to anything (like which knee was replaced and what happened after their concussion, etc). The charting is so useless that I have given up and gone back to paper charting. I start an encounter just to put my billing through. Health Maintenance: I can't enter that a patient refuses to do a colonoscopy or mammogram. All I can do is "disable" that patient from being counted for meaningful use. Poor formatting: while they tout being iPad friendly, each page has lots of unused space, so there is a lot of scrolling just to enter data or get to the save button (and if you don't press save, you lost it). More poor formatting: entering vitals->information is so spread out that it takes two screens to enter. AND peak flow is on the first screen while height and weight are on the second "additional information" screen. Which is more important? Also watch out for the backspace button, sometimes it works like you would expect, and other places you will get logged out and lose all of what you were doing. Review Source NB NATALIE B. MA Medical Practice Used the software for: 1-2 years ### "ALL DOCTORS SHOULD USE " November 7, 2024 5.0 Pros EASY TO NAVOGATE IN NEXTGEN, ONE OF MY FAVORITE SYSTEMS. Cons LABS REQUIRE A LOT OF CLICKING TO SUBMIT Review Source VR Verified Reviewer Director of Coding and Billing Services Hospital & Health Care Used the software for: 2+ years ### "If not for the reports, all would be 5 stars" December 4, 2018 4.0 Customer service was fantastic when this was Healthfusion. Then NextGen came along and decided to cut staff, outsource and shift everyone to a website for service requests and complaints. The "Success Community" is a farce, your requests rot there until you escalate them or call in asking why they haven't been touched. The various departments no longer communicate very effectively. The people that are still employed there are great, but spread entirely too thin. Pros Fully intergrated. No uploading, no downloading. You enter a claim and it sends when you save it. ERA's are there daily without having to retrieve them. Everything comes to you. Cons The reports module is hopelessly complicated and not written for the laymen. You will either need to pay them to write custom reports for anything you need beyond the pre-made reports, or go through lengthy training and lost of practice to understand their system. Review Source AV Ansh V. Digital marketing Executive Information Technology and Services Used the software for: 1-2 years ### "NextGen Office: A Cloud-Based Productivity Suite" December 20, 2022 4.0 Pros NextGen Office is a cloud-based office productivity suite that includes tools for word processing, spreadsheet management, and presentation creation. One pro of NextGen Office is that it is accessible from any device with an internet connection, allowing users to work from anywhere and collaborate with colleagues in real time. Additionally, NextGen Office is typically less expensive than traditional office productivity software, as it is subscription-based rather than requiring a one-time purchase. This can make it a more cost-effective solution for businesses and individuals. Cons One potential con of NextGen Office is that it may require an internet connection in order to access and use the tools and features of the platform. This could potentially be an issue for users who need to work offline or do not have reliable internet access. Additionally, some users may prefer the more advanced features and customization options available in other office productivity suites, such as Microsoft Office or Google Workspace. As with any software or platform, it is important for users to carefully evaluate the pros and cons to determine if NextGen Office is the right fit for their needs. Review Source JN Jennifer N. Business Administration Coordinator Used the software for: 2+ years ### "NextGen has been easy to learn and has grown with the changes that occur in the medical field." November 7, 2017 5.0 We transitioned from paper charts to this EHR. The process was challenging but nextgen navigated us through all of the ups and downs it takes to get through scanning paper records and training staff. We have improved all processes since the initial implementation. We have from scheduling on the front end to the billing and statements on the back end we improved those processes. We took our antiquated tickler tab system for prior authorization of our outpatient surgical procedures and moved it to an electronic way to tracked, authorize and then schedule procedures. This cut down on any procedure being schedules before it was approved. This help improve revenue in the long run. The benefits of patient portal are still being realized. Patients can communicate with office staff on their own schedule. After implementing online billing and payment options our payments on account have increased a great deal. Pros The ability to track authorizations using tasking and worklog as patient portal and how the messages easily populate into the front desk inbox. Patient portal can easily route the messages appropriately. And last, the ability to customize it to the needs of our specific practices slash specialty! Cons The ongoing upgrades although I know that is necessary for any EHR. Also there is no "reschedule" option for appointments. You can cancel then rebook and look at reschedule history but I personally like a reschedule button then follow the sequence needed. Review Source SG Steven G. Office Manager Hospital & Health Care Used the software for: 2+ years ### "Not so good" August 30, 2021 2.0 Not good, mistake to have changed to this program. There are much better programs that have far better functionality. Weak customer service for dealing with the frequent server issues. Pros Mostly easy for scheduling and billing processing. Cons Cloud based software that suffers downed servers on a near weekly basis, customer support never does anything but post a notification and then its down for extended amounts of time making it very difficult to complete our medical practice tasks and billing. Review Source VR Verified Reviewer Support Staff Used the software for: 2+ years ### "I used NetGen as a biller for a large medical group" July 10, 2018 4.0 NextGen let us easily accept electronic charge slips, then electronically bill primary and secondary claims, and finally accept 835 files for electronic posting on all of the major carriers in our state and many of the smaller ones. It is very user friendly. Pros It was easy to use with about 3 different ways to do the same thing. Some might call that "redundant" but it meant that many times I didn't have to leave the screen I was working in if I happened to need to do something like request a charge review or queue a claim to bill. Cons It was difficult to attach a new insurance to past dates of service. Not impossible or hard, just tedious. It would be better to have a "mass change" option. 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