Practice Management Software for Independent Medical Practices

Criterions practice management software for independent medical practices handles the administrative and billing workflows that consume practice staff time — from insurance eligibility verification and claims submission to A/R management and payment posting — fully integrated with the Criterions EHR in a single platform.

Practice Management Capabilities Built for Independent Practices

Medical Billing & Claims Management

Criterions supports the full medical billing cycle within a single system. Staff can generate claims, submit them electronically, and track status without switching between platforms. The billing workflow is connected directly to clinical documentation, reducing the gap between encounter and claim.

Payment Posting

Receive and post patient billing information routinely within the system. Payment posting tools help practices keep financial records accurate and reduce reconciliation time at the end of billing cycles.

Recall Procedures

Remind patients and staff when a patient is due to return for follow-up visits or testing. Recall tools help practices stay proactive about patient care while reducing gaps in the schedule that affect revenue

Document Management

Create folders, organize documents, add annotations, and lock records with a digital signature. Document management within Criterions helps practices handle administrative paperwork without relying on separate file systems or paper-based processes.

Fully Integrated with the Criterions EHR

Practice management works best when it is connected directly to clinical documentation. Criterions integrates PM functionality with the Criterions EHR platform, allowing providers and billing teams to operate within a single system rather than toggling between separate applications.

This integrated approach supports:

• Cleaner data flow from clinical encounter to billing claim
• Reduced duplicate entry across clinical and administrative staff
• A unified view of patient, scheduling, and financial data

The Criterions scheduler and patient intake tools are also part of the same platform, supporting connected workflows from appointment booking through billing and collections.

Frequently Asked Questions About Criterions Practice Management Software

What is practice management software?

Practice management software is a platform used by medical practices to handle the administrative and financial operations of running a healthcare practice. This includes scheduling, billing, claims submission, insurance verification, payment posting, and A/R management. PM software is typically used by office managers, billing staff, and front desk teams rather than clinical providers.

What is the difference between an EHR and practice management software?

An EHR system manages clinical documentation — patient charts, encounter notes, medications, and care records. Practice management software handles the business side — billing, claims, scheduling, and financial reporting. Criterions provides both in a single integrated platform, so clinical and administrative teams work within the same system rather than maintaining two separate tools.

Does Criterions practice management software integrate with the EHR?

Yes. Criterions PM is fully integrated with the Criterions EHR. Clinical documentation flows directly into the billing workflow, reducing manual steps and supporting more accurate claim generation without requiring staff to re-enter data across systems.

Can Criterions help reduce claim denials?

Criterions includes insurance eligibility checking tools that allow practices to verify coverage before the patient appointment. Catching eligibility issues before the visit is one of the most effective ways to reduce claim denials caused by coverage errors. The integrated billing workflow also reduces errors that occur when data is manually transferred between clinical and billing systems.

Is Criterions practice management software designed for independent practices?

Criterions is built specifically for independent and small-to-mid-size medical practices. The platform is designed to support practices that need a full-featured PM and EHR system without the complexity, cost, or implementation burden of enterprise systems built for large health systems or hospital networks.

How does Criterions handle A/R management?

Criterions provides A/R management tools that allow billing staff to track outstanding balances, monitor aging reports, and manage follow-up on unpaid claims. These tools are built into the same platform as billing and claims, giving practices a connected view of where revenue is in the collection cycle at any point.

See If Criterions Is the Right PM Software for Your Practice

Schedule a demo to explore workflows, PM features, and implementation options for your practice.