Editorial Policy

Research is drawn from vendor product documentation, product demonstrations where a vendor has provided one, publicly available pricing pages, published release notes, regulatory and compliance documentation, and user reviews on public platforms.

We do not claim to have personally tested a platform unless our records show that testing took place, and in that case the page says what was tested and when. We do not publish invented pricing, ratings, customer counts, processing fees, trial lengths, integration lists, compliance status or awards.

Where a vendor does not publish a detail, the page shows 'Contact vendor' or 'Not listed' rather than a plausible-looking number. An empty field is more useful to a buyer than a wrong one.

Statements about HIPAA, business associate agreements or data handling are only published when they can be confirmed in writing by the vendor. Compliance depends on how a practice configures and uses a product, so we describe available capabilities rather than certifying any platform as compliant.

Software changes quickly, so treat any page here as a starting point for your own diligence rather than as current fact, and confirm decision-critical details with the vendor.

Vendors cannot buy a rating, a placement in a ranking, or the removal of criticism. Commercial relationships, where they exist, are disclosed on the page they affect and are described in our advertising disclosure.