How to choose a charting platform for your lactation practice
Setting up the infrastructure for your lactation consultant private practice involved a lot of decisions, and managing your client files and communications can feel daunting. There are so many options, from paper forms to 100% paperless solutions to somewhere in between.
But just like with raising a baby, there is no one right way to do things. You’ve got to explore your options and figure out what fits your practice size, your practice setting, your budget, and your long term goals.
In this blog post, I’m going to explore the top EHR platforms used by lactation consultants throughout multiple key categories so that you can make the best decision for your private practice.
IntakeQ — NEW FOR 2019
Practice Better — NEW FOR 2019
Kareo — NEW FOR 2019
Every platform listed here is HIPAA-compliant. Most store data on US-servers, which may be prohibited by some Canadian provinces.
All have been exhaustively tested for use in a lactation setting and are recommended for use by IBCLCs. You may notice that some platforms mentioned in Paperless Private Practice for the IBCLC have been omitted, and that’s for a good reason—they’re no longer recommended. You’ll see IntakeQ has been added as an option. MilkNotes keeps adding new features and this post will be updated as those roll out.
Customizable Templates vs. Lactation Specific
The issue of customization and personalization may be the single most important deciding factor, at least going by the conversations I’ve had with the lactation consultants in the Facebook group and privately. You may have a feeling already about whether you want a platform that comes with lactation-specific templates, or if you are going to want to be able to create your own templates.
If you want pre-made intake forms and charting templates specific to lactation work, then MilkNotes and Mobile Lactation Consultant are your options. However, this doesn’t mean you’re 100% locked into their formats. You can always supplement with other platforms for your specific needs. For example, both platforms have free text areas where you could use PhraseExpress or another quick text application to build your care plans. You can also upload PDFs into both platforms, meaning you could use something like G-Suite or Acuity to gather your intake in advance.
All the rest allow you to create your own charting templates, or import templates that others have made, like the ones I’ve made to go with my training modules for ChARM, Jane, Practice Fusion, G-Suite, and the forthcoming module for Practice Better . IntakeQ doesn’t have a template library, but you can give them a Word or PDF document that you’ve created (or the one that comes with my forthcoming IntakeQ training module). For a modest fee, IntakeQ will translate your/my forms into their format. Simple Practice doesn’t allow for users to share templates to their library, so you’ll be starting from scratch to build your own templates. Kareo allows you to create your own templates; I’m currently researching whether or not I can develop shareable templates.
G-Suite is a completely DIY solution. It’s low cost, but requires you to do all the account maintenance and management.
Client Intake Experience
With almost all of these platforms, your clients will log in to a secure client portal to complete intake forms and sign consents. IntakeQ has a cool feature where you can ask a client to modify their form after they’ve filled it out.
With Mobile Lactation Consultant, your client will have to download the MLC app in order to complete your forms. There is a web-based portal but it requires a plugin that some browsers won’t have. There are enough barriers for the client that you can’t expect to have 100% compliance with completing your forms in advance. A potential glitch is that your client might complete the intake in Demo mode and then you won’t get it, and if they close the app they’ll lose everything they’ve done. Your clients will need to follow the instructions exactly as written.
Mobile Lactation Consultant offers full off-line charting capabilities. Because you access MLC through an app (iPad only), you can do all your charting offline and then MLC will sync once you’re back online with no interruption in service. In reality, sync may not happen automatically. You should know that until you sync, any data that you’ve entered off-line only exists on your device and if anything happens to it, MLC cannot recover it for you. Once it’s synced to MLC’s servers, it is theoretically safe.
ChARM and Simple Practice also have apps for charting offline, but they’re not as user-friendly as MLC, and ChARM’s can be downright glitchy. MilkNotes, Jane, IntakeQ, Kareo, Practice Better, and Practice Fusion require you to be online while charting.
Integrated Online Scheduling
Jane’s online scheduler is the most beautiful and the most user-friendly of all the platforms surveyed here. It will look great when embedded in your website, and it’s truly mobile responsive. ChARM has made great advances recently with the appearance of its online scheduler. However, neither one comes close to offering the power and flexibility that something like Acuity provides. Simple Practice has a very pretty and client-friendly online scheduler.
IntakeQ’s embeddable scheduler, however, offers many of the same features that Acuity does. Appointments can be grouped into categories, you can add padding to your appointments, you can offer coupons, and you can create packages. All of these features are included in the $59.90/month plan.
Practice Better and Kareo have integrated scheduling.
You won’t get integrated scheduling with PracticeFusion, MilkNotes, G-Suite or Mobile Lactation Consultant; however, Acuity can handle your online scheduling needs for any of these platforms.
If you choose G-Suite, MilkNotes, or Practice Fusion, you’ll need a separate secure messaging solution like Spruce, OhMD, or Signal. Most of the others integrate secure messaging seamlessly into the platform itself. The exception is Mobile Lactation Consultant, which has secure messaging but it’s extremely difficult for both you and the client to use effectively.
When you create a care plan in G-Suite, ChARM, Mobile Lactation Consultant, MilkNotes, Practice Better, Simple Practice or IntakeQ, you’ll be able to share a version with the client that has clickable URLs. In the other platforms, clients will have to copy and paste a link before they can view it.
Insurance Billing and Claim Tracking
Practice Fusion, ChARM, Mobile Lactation Consultant, Simple Practice, Kareo, and Jane all allow you to add diagnosis and procedure codes to your consults and to track payments you receive from insurance companies. All of these also offer claim submission services, though Jane’s is currently restricted to Canadian insurance providers. These services will incur an additional fee beyond your subscription plan.
With MilkNotes, G-Suite, Practice Better, and IntakeQ, you’ll need to manage your insurance claims and payments outside of the platform, though you will be able to notate diagnosis and procedure codes on the visit.
Integrated Payment Processing
Jane integrates with Payfirma for payment processing, meaning you’ll be able to take a client’s credit card and keep it on file at the time of booking, and charge them at the time of the visit or later if cost-sharing is applied to their insurance claim. Fees are reasonable and the application process is simple.
ChARM integrates with Bluefin for payment processing, but it’s quite difficult to use and frankly not worth the hassle.
Practice Better integrates with both Stripe and Square.
IntakeQ, Kareo, and SimplePractice integrate with Stripe, one of my personal favorite payment processors. The fees are reasonable and you get your money quickly.
For the rest, you’ll need a separate payment processor like SquareUp.
ChARM and PracticeFusion provide growth charts using the WHO standards for babies. ChARM’s is limited but easiest to see, while Practice Fusion’s is quite hard to see for infants when weights are plotted close together. Kareo has a growth chart. MLC and MilkNotes will track weights in a list form, but will not plot them on a visual graph.
The others don’t have a way to track or visualize weights. An external app like Growth will be necessary for creating a visual growth chart.
If price is an issue and you have a low volume practice, then you’ll want to know that G-Suite and ChARM are your best options. When you sign up for encrypted email with G-Suite, you get Docs, Sheets, and Forms, which are all you need to build your own DIY charting platform like I’ve described in my G-Suite training module.
ChARM’s pricing structure means it’s free (if you don’t sign up for any add ons) as long as you have fewer than 50 encounters a month. That’s 50 consults if you only keep charts for the parent, 25 consults if you keep separate charts for parent and baby. This is a great deal, and even when you grow larger you’ll only pay $0.50 an encounter, making it an affordable option.
Mobile Lactation Consultant is only $19 a month if you have 25 or fewer new clients each month, and only $39 for more. MilkNotes is $29.99/month, though it has fewer features than most platforms. And keep in mind that you’ll have to pay for a separate service if you want online scheduling. IntakeQ’s plans start at $29.90/month for a low-volume practice, and increase as you get busier and add more features.
You’ll make a bit of a price jump to get to SimplePractice, because you’ll need the $49/month plan if you want to customize your own charting templates.
Jane will run you $74/month and you’re paying for aesthetics, and PracticeFusion is $99/month with a one-year commitment. Kareo is $100/provider/month but can serve as a charting platform and a scheduling platform.
Will you like it?
I wish I could answer that question for you! I hope you’ve seen in this blog post that you’ve got a lot to consider because the decision is so personal. For a granular, side-by-side comparison of all of these platforms with even more features assessed, check out my comparison chart.
I’d love to help you choose your platform through a Virtual Consult where we can talk through your specific needs and help you find a solution that will help you make your lactation consultant private practice as awesome as you are.
ABOUT THE AUTHOR
Annie Frisbie, MA, IBCLC is the creator of the IBCLC Private Practice Essential Toolkit, a collection of books, resources, legal forms, training manuals, and workbooks designed to help private practice lactation consultants build a private practice that’s ethical, profitable, sustainable, and enjoyable.
In 2018 she was honored with the US Lactation Consultant Association's President's Award. Through her popular blog, online store, podcast, and one-on-one coaching, Annie has helped thousands of lactation consultants grow their businesses with simple systems that make their lives feel easier and more joyful!