19 Best EHRs for Integrative & Functional Medicine in 2026

There are over 500 EHR systems on the market.

But most of them were built for conventional fifteen-minute visits or large hospital systems, not for how integrative and functional medicine practitioners actually work.

As an integrative practitioner, you need things most platforms weren't designed for: specialty lab integrations, supplement dispensing, customizable intake forms, and charting that accommodates sixty-to-ninety-minute visits.

The right system supports your workflow. The wrong one forces you to reshape how you deliver care.

In this guide, we'll break down the 19 most relevant EHR and EMR systems for integrative and functional medicine practitioners.

How they compare at a glance

1. Cerbo

The category leader for clinically deep functional and integrative medicine, used by 5,000+ practitioners. Purpose-built around the long initial visits, longitudinal lab tracking, and protocol-heavy care plans that functional medicine actually requires. Formerly MDHQ. Cerbo merged with OptiMantra in December 2025 under a single parent company; both products continue to operate independently with publicly stated investment in AI, CRM, and payments.

Key Benefits

• Deepest specialty lab integrations of any platform: 60+ labs including Genova, Vibrant Wellness, DUTCH, Diagnostic Solutions, Doctor's Data, Mosaic (Great Plains), ZRT, Quest, LabCorp, plus Rupa Health
• Highly configurable "Chart Parts" templating that adapts to functional medicine workflows
• Bi-directional Fullscript integration plus Wellevate, WholeScripts, and in-office inventory with barcode scanning
• Native subscription and membership billing built for DPC and cash-pay
• eRx including controlled substances and compounded scripts
• Open API and webhooks (rare in this category)

Considerations

• Steep learning curve. Users describe a "blank-page" charting experience that requires real template build-out before it sings.
• No native AI scribe yet, though the post-merger company has publicly committed to AI investment
• Insurance billing is indirect: generates superbills but requires third-party services for claims submission
• Web-only, no native mobile experience

Pricing

$269/month per prescribing provider, $244/month per non-prescribing provider, $121/month per supporting/alternate provider, $60/month per additional staff member. Setup fee around $1,195 (sometimes waived). No contracts. Demo only, no free trial. Premium pricing for the deepest feature set.

Ideal for

Functional and integrative MDs and NDs, DPC and concierge practices, IV/BHRT and hormone clinics, IFMCP-credentialed providers, and mid-sized practices that want clinical depth and lab/supplement/protocol integration in one place. Not a fit for heavy insurance-billing practices, mental-health-only practices, or solo coaches looking for a lighter tool.

2. OptiMantra

The most flexible multi-modality EHR for integrative wellness clinics. Naturopaths, acupuncturists, chiropractors, NPs, dietitians, aestheticians, and FM providers can all operate under one roof. 96% user satisfaction on SelectHub across 171 reviews and one of the few EHRs with a native AI scribe via DeepCura. Now part of the merged Cerbo/OptiMantra company.

Key Benefits

• Affordable entry: $99/month for the first practitioner, with discounted tiers for non-physician and part-time providers
• Highly customizable intake forms and charting templates (SOAP, dot-phrases, custom)
• Native Rupa Health and Fullscript integrations
• DeepCura AI scribe with bi-directional API write-back (one of only a handful of EHRs with this)
• Strong membership, direct-pay, and subscription billing
• Excellent customer service ratings (4.7+ on Capterra)

Considerations

• Self-serve onboarding can feel overwhelming for solo practitioners
• Reporting and analytics less advanced than enterprise competitors
• Some users report glitchy UI and overlapping windows
• Add-on costs (eRx, two-way SMS, fax, claims) stack up over time

Pricing

$99/month for the first practitioner, $49/month for each additional practitioner, $25/month per clinical staff seat. DeepCura AI scribe priced separately. Monthly billing, no contracts.

Ideal for

Multi-modality integrative clinics (acupuncture + naturopathic + chiro + massage), med-spas, NP-led FM practices, behavioral health, membership and direct-pay models, and growing teams. Not ideal for enterprise systems, high-volume insurance billing as primary revenue, or practices that need pre-built FM-specific protocols (Cerbo wins there).

3. Healthie

The strongest virtual-first platform for nutrition-focused and FM practices. 27,000+ clinicians caring for 10M+ patients across 25+ specialties. One of very few in this category that holds ONC certification, HITRUST R2, HIPAA, and SOC 2 Type 2 simultaneously, which is rare at this price point. Native Rupa Health and Fullscript integrations make it a real functional medicine contender, especially for digital-first practices.

Key Benefits

• Strong insurance billing via ClaimMD with eligibility checks, claims submission, ERA auto-posting, and auto-billing for patient responsibility
• Native AI Scribe launched October 2025 via Zoom Real-Time Media Services
• Strong wearable integrations (Apple Health, Fitbit, Google Fit, Oura Ring)
• Branded patient mobile app
• Programs and Courses module enables membership and group coaching
• ONC + HITRUST + SOC 2 + HIPAA certifications combined

Considerations

• No native e-prescribing. Prescribing providers will need a workaround.
• Customer support is email-only. No real-time phone or live chat.
• AI Scribe is a $35/month add-on
• Less depth in functional medicine workflows than Cerbo or OptiMantra
• Not built for in-person/brick-and-mortar workflows

Pricing

Core $19.99/month (10 active clients). Essentials $49.99/month (250 clients). Plus $129.99/month (unlimited, most popular). Group $149.99/month. AI Scribe from $35/month. 14-day free trial, 10% annual discount.

Ideal for

Virtual-first dietitians, nutritionists, health coaches, FM/integrative solo and group practices, digital health startups needing API access, and multi-state telehealth networks. Not for prescribing providers (no native eRx), brick-and-mortar primary care, or very simple solo coaches who'd find it overkill.

4. Practice Better

The most popular platform among functional medicine practitioners doing lifestyle and supplement-based care. 50,000+ practitioners across 40+ countries. Strong fit when the work has significant coaching, nutrition, and behavior-change components on top of clinical care.

Key Benefits

• Tri-jurisdiction compliance (HIPAA + PIPEDA + GDPR) with signed BAAs
• Best-in-category client engagement: branded portal/app, food and mood journaling, wearable sync (Oura, Fitbit, Garmin, Apple Health)
• Free Sprout tier (3 active clients) for solo practitioners just starting out
• Custom protocols combining supplements (Fullscript/WholeScripts/Natural Dispensary), meal plans (That Clean Life), and care instructions
• Rupa Health, Evexia Diagnostics, and Whole Practice (NAQ) lab integrations
• Programs and courses module that practitioners in our BootCamp community find especially useful

Considerations

• Less clinically deep than true medical EHRs. No longitudinal lab dashboards comparable to Cerbo.
• Insurance billing better suited to superbill workflows than high-volume in-network billing
• AI charting is metered: 600 minutes/month included, then $0.60/hour
• eRx is a paid add-on and adds meaningful cost for prescribers
• Not ONC-certified

Pricing

Sprout Free (3 active clients). Starter $35/month. Professional $69/month (300 clients, programs). Plus $99/month (unlimited, branding, dedicated fax). Team $155/month (2 practitioners, then $50/month for each additional). Add-ons for AI charting, eRx, SMS, and storage.

Ideal for

Solo nutritionists and dietitians, health coaches, FM practitioners with a strong lifestyle and coaching focus, virtual-first practices, group programs, and international practices needing PIPEDA/GDPR compliance. Not for IV therapy or BHRT-heavy clinics, insurance-heavy practices, or multi-provider clinics needing rigorous medical-grade documentation.

5. ChARM Health

A 10+ year established player widely adopted by integrative, naturopathic, and functional medicine practices. Uniquely, it's a true ONC-ATCB-certified, Meaningful Use Stage 3 EHR at FM-friendly pricing. The free tier (up to 50 encounters/month) makes it the most accessible entry point for new practices.

Key Benefits

• Free plan up to 50 encounters/month. Paid plans start around $25/provider.
• Highly customizable SOAP templates and intake questionnaires (the FM-friendly hook)
• Native Fullscript integration plus Quest, LabCorp, and any HL7-compatible lab
• Inventory module for in-house supplement dispensary
• All-in-one: EHR, practice management, billing, telehealth, patient portal
• ONC-ATCB certified, HIPAA + HITECH compliant, MIPS reporting
• AI Scribe, Smart Navigation, and Appointment Bot launched 2024-2025

Considerations

• Customer support has been widely criticized in 2024-2025 reviews. Support tickets sometimes go weeks without response.
• Add-on fees stack quickly (SMS, eFax, payments, AI Scribe, EPCS)
• Specialty FM labs typically connected via Rupa Health or PDF upload, not native API. No Genova, Vibrant, DUTCH, or Mosaic out of the box.
• Performance can lag during peak hours

Pricing

Free plan (≤50 encounters/month, 1 provider, 5 users). Encounter Plan at $1/encounter. Provider Plans around $200/provider/month and $350/provider/month with bundled telehealth and SMS. No setup fees, no contracts.

Ideal for

Solo practitioners and new practices on tight budgets, multi-specialty groups looking for value, and clinicians comfortable with self-customization. Not ideal for practices that need responsive support, deep specialty lab integrations out of the box, or large enterprise health systems.

6. IntakeQ / PracticeQ

Started as the most customizable intake form platform in healthcare and grew into a full EHR through PracticeQ. Bootstrapped, founder-owned, and one of the few non-Healthie EHRs with a native Rupa Health integration. Heavily favored by chiropractors, integrative MDs, NDs, and FM practitioners specifically because of that Rupa connection.

Key Benefits

• Native Rupa Health integration for FM lab ordering and results auto-populating into charts
• Best-in-class custom intake forms and questionnaire engine (its origin product)
• Bootstrapped and founder-owned, no PE concerns
• Strong cash-pay, recurring billing, and subscription/membership support
• Affordable, transparent pricing with low-volume tier
• Insurance billing via TriZetto/Office Ally with ERA auto-processing
• Multi-language support (English, Spanish, French, Portuguese-BR)

Considerations

• Not ONC-certified
• No native Fullscript or Wellevate dispensary integration (Zapier workaround only)
• No native AI scribe as of late 2025
• eRx is a paid add-on ($65/month via ScriptSure)
• Reporting and analytics are relatively basic
• Initial setup takes time because of the extreme customizability

Pricing

IntakeQ (forms only) $49.90/month standard, $29.90/month low-volume. PracticeQ (full EHR) $54.90/month standard, $39.90/month Starter. eRx adds $65/month. Free trial, month-to-month. The best value in this space when you factor in what's included.

Ideal for

Cost-conscious integrative practices that want Rupa Health labs natively, chiropractors, cash-pay solo and small group practices, practices that prioritize custom forms, and practitioners who'd rather not work with PE-owned platforms. Not for large group practices needing ONC interoperability or those wanting an AI scribe out of the box.

7. Power2Practice

The only EMR endorsed by A4M (American Academy of Anti-Aging Medicine) and the first EMR designed specifically for integrative medicine. Standout feature: 30+ pre-built IV therapy protocols, making it the strongest option for IV-heavy clinics.

Key Benefits

• 30+ pre-built IV therapy protocols with the strongest IV-specific workflow available
• A4M endorsement gives credibility in the anti-aging and longevity space
• Strong supplement management with 20,000+ products and full Fullscript integration
• Deep Evexia Diagnostics partnership embedding 10,000+ tests in-platform (savings up to 90% for cash-pay patients)
• Native eRx including controlled substances and compounded prescriptions

Considerations

• Highly polarized reviews. SelectHub satisfaction sits around 63% versus Cerbo's 86%. Multiple users report bugs and reliability issues.
• Pricing is opaque, only via custom quote
• No native Rupa Health integration. Specialty labs route through the Evexia hub only.
• Compounded medication prescriptions reportedly require workarounds
• Owned by Forum Health, which may create perceived conflicts of interest

Pricing

Not publicly listed. Estimated $199-$449/month per provider based on third-party sources. Custom quote required, demo only. Request a detailed quote and call current users before committing.

Ideal for

A4M-aligned anti-aging and longevity clinics, IV therapy-heavy practices, BHRT and hormone-pellet clinics, and integrative practices that order heavily through Evexia. Not for budget-sensitive solo practitioners, MIPS-reporting practices, or anyone who needs pricing transparency.

8. Elation Health

A clinical-first EHR for independent primary care, serving 46,000+ clinicians. Best in KLAS Small Practice Ambulatory EMR/PM two consecutive years. Not integrative-specific, but its clean three-panel UI, included AI scribe, native Rupa Health integration, and DPC-ready membership billing make it the strongest hybrid pick for primary-care-leaning FM practices.

Key Benefits

• Native Rupa Health integration covers most FM specialty labs (Genova, DUTCH, Mosaic, Doctor's Data, ZRT, Boston Heart, Access)
• AI Note Assist included free, supporting 12 languages. Automates prescriptions, lab orders, and referrals from note context.
• AI billing launched March 2026, creating 72% of routine claims touchlessly
• Best-in-class DPC tooling: integrated memberships, Stripe-backed recurring billing
• ONC-certified (2015 Edition), HIPAA compliant, Carequality
• Strong DPC and concierge community presence (Hint Health partnership, AAFP Primary Care Information Blueprint)

Considerations

• No native IFM Matrix, MSQ, or Timeline templates. You'll build custom forms.
• No supplement dispensary integration. No Fullscript, no Wellevate.
• Customer support has declined as the company has scaled
• Pricing creep complaints. One reviewer cited a $500/provider/month surcharge for outside integrations.
• iOS-only mobile app (no Android)

Pricing

Direct Care plan $275/provider/month annual ($349 monthly). Insurance plan $333-$399/provider/month. Enterprise/custom for large groups. The included AI scribe meaningfully offsets the premium pricing. 30-day free trial.

Ideal for

Primary care MDs/DOs/NPs (1-10 providers) adding integrative services, DPC and concierge practices, hybrid primary care + integrative clinics, and FM practices that want a polished primary-care backbone with Rupa for labs. Not for exclusively integrative clinics needing IFM workflows or supplement dispensing out of the box.

9. Jane App

The polished UX leader for allied health and wellness. 200,000+ practitioners at 50,000+ clinics across Canada, US, UK, and Australia. Originally built for PTs, chiropractors, massage therapists, and counselors, but increasingly used by multidisciplinary integrative clinics that need strong scheduling and a beautiful client experience. Bootstrapped until a TCV-led ~$500M secondary financing in 2025 at a $1.8B valuation.

Key Benefits

• Most polished UI in the category, consistently ranked highest for ease of use
• Excellent multi-practitioner, multi-location scheduling and online booking
• 10,000+ community-built chart templates
• Bootstrapped culture (until 2025). Product roadmap historically driven by users, not investors.
• Affordable starter (~$54 USD/month) with first practitioner included on every plan
• Jane AI Scribe, Jane Payments, telehealth, intake, and websites all built-in
• Handles both Canadian provincial billing and US insurance

Considerations

• No native eRx. Faxing only via integrated fax or third-party.
• No native Rupa Health, Fullscript, Wellevate, or DUTCH integrations. Limits true FM workflows.
• AI Scribe ($15/practitioner/month), Insurance Billing ($20/month +), and group telehealth ($15/month) are all paid add-ons
• Memberships and packages require the highest tier (Thrive)
• Not ONC-certified

Pricing

Balance ~$54/month USD (1 practitioner, 20 appointments/month). Practice ~$79/month base. Thrive top tier with memberships and packages. AI Scribe Unlimited $15/practitioner/month. Insurance Billing $20/month + $5/practitioner.

Ideal for

Multidisciplinary clinics (chiro + massage + naturopath + nutrition), in-person + telehealth hybrid practices, allied health, and Canadian + cross-border practices. Not for true FM practices that need Rupa/Fullscript natively, prescribing providers needing eRx, or large practices needing ONC interoperability.

10. Ultralight

Formerly Vibrant Practice, Ultralight is an AI-native EHR purpose-built for functional, integrative, longevity, and concierge medicine. The differentiator: the AI scribe and clinical co-pilot are built into the core workflow rather than bolted onto a legacy system. Customers include Bryan Johnson's Blueprint, D5 Health, Kuros Medical, and Living Proof Medicine.

Key Benefits

• AI scribe and clinical co-pilot built natively into the platform, handling pre-charting, in-visit documentation, and post-visit follow-ups
• Synthesizes labs, advanced diagnostics, and wearable data into trended visualizations and personalized care plans
• Consolidates what's typically a patchwork stack (EHR, separate AI scribe, patient portal, lab and wearable analytics, follow-up automation) into one platform
• Reported time savings of 10 to 15 hours per clinician per week and a 25% increase in patient capacity
• AI-driven migration from existing EHRs included as a service
• Dedicated onboarding plus Slack channel support, even on the standard tier

Considerations

• Per-seat pricing sits on the higher end of the integrative EHR market
• Recently rebranded from Vibrant Practice, so search results, reviews, and community discussions are still catching up
• $995 implementation fee plus custom-priced data migration adds meaningful upfront cost
• Built around cash-pay, membership, and concierge models, not insurance-heavy practices
• Newer platform overall, with feature depth still maturing compared to long-established functional medicine EHRs

Pricing

$525/month per prescribing clinician, $300/month per non-prescribing clinician, and $50/month for unlimited admin seats on the Core plan. $995 one-time implementation fee plus custom-priced data migration. A Launch tier offers onramp pricing for startup practices under 50 patients, and an Enterprise tier is available for multi-site clinics or practices over 1,000 patients. Worth comparing against your current stack: if you're already paying $100 to $200/month for an AI scribe on top of a legacy EHR, the all-in cost gap narrows.

Ideal for

Functional, integrative, longevity, and concierge practices that work with significant patient data (trended labs, advanced diagnostics, wearables) and want AI to do the synthesis work. Not a fit for insurance-driven practices, high-volume primary care, or budget-conscious solo practitioners who don't need the AI co-pilot.

11. DrChrono

Of the conventional mid-market EHRs, DrChrono is the only one with a direct, productized Fullscript integration since February 2021. Now that Fullscript has acquired Rupa Health, that single integration unlocks 35+ specialty labs (Genova, DUTCH, Great Plains, Doctor's Data, Vibrant, Boston Heart). iPad-native, used by ~13,000 providers across 4,600+ practices. Named #1 Mobile EHR for 11 consecutive years.

Key Benefits

• Native Fullscript integration built into Clinical Notes. Supplement dispensing without leaving the EHR.
• Lab orders via Fullscript/Rupa unlock the full FM specialty lab catalog
• Highly customizable drag-and-drop form/template builder. Practical for IFM Matrix, MSQ, and Timeline.
• Best mobile experience in the category with native iPad/iPhone apps
• Open API and marketplace with many third-party apps
• Built-in HIPAA telehealth, eRx with EPCS, OnPatient portal
• ONC 2015 Edition certified

Considerations

• Post-EverHealth acquisition (2021-2022), reviews cite slower support and frequent outages
• iOS-only mobile app (no Android)
• No FM-specific pre-built templates. You build them yourself.
• Significant à la carte pricing (lab integrations, AI scribe, MIPS Assist, speech-to-text are extras)
• OnPatient portal feels dated per recent G2 reviews

Pricing

Starting at ~$299/provider/month per the public site. Five tiers from Essentials to Elite. Third-party sources cite $199-$250/provider/month entry, scaling to $300-$600+ for advanced bundles. No setup fees.

Ideal for

Solo and small integrative/functional practices already using Fullscript, iPad-mobile providers, concierge and house-call clinicians, and multi-disciplinary chiro + NP practices. Not for practices that need rock-solid uptime and white-glove support, large multi-location enterprises, or those wanting prebuilt FM templates out of the box.

12. Tebra

The 2021 merger of Kareo (EHR + billing) and PatientPop (patient acquisition/marketing), creating an all-in-one platform for independent practices. For integrative practitioners who want a mainstream, ONC-certified EHR with strong insurance billing plus a patient-acquisition layer, Tebra is the most reasonable mainstream pick. Pair it with Rupa and Fullscript for FM-specific workflows.

Key Benefits

• Strong insurance billing and revenue cycle management (automated claim scrubbing, real-time eligibility, ERA auto-posting, denial management)
• Included PatientPop tools (online reputation, reviews, website, SEO). Rare in this category.
• AI Note Assist for faster documentation
• Per-provider pricing means support staff add no extra cost
• ONC-certified. Good fit for MIPS-reporting practices.
• Quick 4-6 week go-live for new practices

Considerations

• No native Fullscript, Wellevate, or Rupa Health integrations. You'll bolt them on externally.
• No FM-specific templates (IFM Matrix, MSQ, Timeline). Custom-build only.
• Recurring complaints about billing reporting complexity and hidden fees
• PDMP integration carries $500 one-time + ~$50/user/year pass-through
• Customer support rated inconsistent

Pricing

Typically $99-$399/provider/month based on modules. Custom quote required. Two primary bundles: Practice Essentials and Practice Automation. Setup ~$500. Volume discounts for multi-provider groups.

Ideal for

Small-to-midsize integrative practices that bill insurance meaningfully, solo practitioners who want built-in marketing and reputation tools, MIPS-reporting practices, and clinics willing to pair with Rupa and Fullscript separately. Not for pure cash-pay DPC/concierge clinics, specialty FM practices needing native lab/dispensary integrations, or clinics with no prescribing provider.

13. athenaOne

A 5x Best in KLAS 2026 winner and one of the most comprehensive cloud-based EHRs available. Mature, integrated EHR + RCM + patient engagement platform leveraging 150,000+ provider network intelligence and a 98.4% clean claim submission rate. Has 277K+ direct clinical integrations and a native Fullscript integration via its marketplace, which is uncommon among mainstream EHRs.

Key Benefits

• Industry-leading RCM with automated claim scrubbing, real-time eligibility, and denial management
• Percentage-of-collections pricing aligns athena's incentives with yours
• Native Fullscript integration via the athenahealth Marketplace (300+ apps)
• AI-native: Document Services AI reduces document processing time 91%
• Strong MIPS and quality reporting
• 24/7 customer service with dedicated CSM
• Lace Health is building outcomes measurement integration with athenaHealth first

Considerations

• Percentage-of-collections model penalizes high-revenue cash-pay/DPC practices. Costs balloon as revenue grows.
• No native Rupa Health integration. Third-party or direct lab interfaces only.
• No FM-specific templates for IFM workflows
• User-reported "expensive once volumes grow" and "the Cadillac of EMRs"
• Steep learning curve. Reporting is powerful but unintuitive.
• 11-week implementation for smaller practices

Pricing

Percentage-of-collections model, typically 4-7% of monthly collections. Third-party reports cite ~$140-$199/provider/month equivalent at smaller volumes, with larger practices reporting $500+/provider/month as volume grows. The math only makes sense at scale with substantial billing volume.

Ideal for

Larger integrative clinics (5+ providers) with heavy insurance billing, multi-specialty groups, FM practices wanting MIPS-grade reporting, and practices prioritizing a mature AI tooling stack. Not for solo practitioners, cash-pay/DPC models, tiny practices, or FM clinics where cash and membership revenue dominates.

14. AllegianceMD

A cloud-based, ONC-ATCB-certified all-in-one platform for small-to-midsize practices. 86% user satisfaction across 42 SelectHub reviews, which is higher than most mainstream EHRs. Widely praised for customer service, ease of use, and machine-learning-powered charting that learns provider-specific treatment preferences over time. A pragmatic choice for practitioners who want a conventional EHR at moderate price with strong support, and who are willing to bolt on Rupa and Fullscript separately.

Key Benefits

• Customer support repeatedly called out as a standout feature in reviews
• Machine learning learns provider charting patterns for faster notes
• Cloud-based, ONC-ATCB + ICD-10 certified
• Runs on both Mac OS and Windows (rare in this category)
• Fully customizable EHR templates plus practice management, billing, and patient portal in one
• eRx including controlled substances
• Setup typically completed in under 4 weeks

Considerations

• No native Fullscript, Wellevate, or Rupa Health integrations. Vendor doesn't publicly disclose third-party FM integrations.
• No FM-specific templates or workflows
• Reporting features limited to simple reports. Custom analysis requires raw data export to Excel.
• Telemedicine module has patient-device compatibility issues per reviewers
• Limited FM community presence. Most reviews come from primary care, pediatrics, and family medicine.

Pricing

EHR Only ~$498/provider/month. PM Only ~$400/provider/month. Full System ~$589/provider/month. Special pricing for part-time providers. Custom quotes available, monthly subscription, no long-term contract required.

Ideal for

Small-to-midsize integrative and functional practices (1-10 providers) billing insurance, practices that prioritize responsive customer support over cutting-edge FM features, and Mac-native practices. Not for large enterprise health systems, cash-pay-only practices, or those needing native specialty lab/dispensary integrations.

15. CareCloud

A publicly traded (Nasdaq: CCLD) cloud-based platform offering EHR (Charts), practice management, Breeze patient engagement, and RCM services. Purpose-built for mid-to-large multi-specialty practices that handle complex billing and high patient volumes. The 2025 cirrusAI rollout (AI for appeals, notes, chat, and guidance) modernized the platform meaningfully.

Key Benefits

• Breeze patient experience platform is genuinely strong, rivals Healthie's
• CollectiveIQ billing engine with 180M+ automated rules and 97% composite resolution rate
• cirrusAI suite launched 2025: Notes, Chat, Appeals, Guide
• ONC-ACB certified
• Strong analytics via Command Center dashboard with KPI tracking
• Publicly listed vendor (financial transparency)
• Strong fit for multi-specialty groups with complex billing

Considerations

• Customer support quality has deteriorated per multiple 2024-2025 Capterra reviews. Several users describe being "completely ghosted" after onboarding.
• No native Fullscript, Wellevate, or Rupa Health integrations
• No FM-specific templates or workflows
• Users report recurring system slowness and stability issues
• Reporting limited to pre-determined metrics. Customization is restricted.
• 3.6/5 overall rating across 60 Software Finder reviews

Pricing

$349-$649/provider/month depending on modules. EHR-only plans start ~$349/month. Full EHR + PM + Breeze + RCM runs higher. Custom quote required.

Ideal for

Mid-to-large multi-specialty integrative groups (3+ providers) that need enterprise-grade billing, practices with heavy insurance volume and complex RCM needs, and groups prioritizing patient engagement tools (Breeze). Not for solo or small practices, cash-pay-only practices, or practices that prioritize customer support quality. Reference checks before signing are strongly recommended given recent review trends.

16. SimplePractice

Serves 200,000+ "health and wellness professionals" with the most polished consumer-grade UX in the category. Primarily a behavioral health platform, but widely adopted by solo dietitians, health coaches, and cash-pay wellness practitioners who prioritize ease of use over deep FM tooling. Acquired by Vista Equity Partners + General Atlantic for $4 billion in January 2024.

Key Benefits

• Most polished consumer-grade UX in the category
• Strong insurance billing with eligibility checks, ERA auto-posting, claim submission
• Built-in HIPAA telehealth on Essential and Plus plans
• Massive template and forms library
• Custom website builder included on Plus
• Brand recognition makes it easy to find consultants and training resources

Considerations

• Not ONC-certified
• No FM lab integrations. No Rupa, no Genova, no DUTCH.
• No Fullscript, Wellevate, or supplement dispensary integration
• Owned by private equity since 2024. Practitioners report concerns about pricing trajectory.
• Tracking pixel and broad data-rights ToS controversy in 2025-2026 (alleged lawsuits)
• AI Note Taker is a $35/month add-on. eRx is $49/month + $89 setup.

Pricing

Starter $49/month (basic). Essential $79/month (telehealth, insurance billing). Plus $99/month (group telehealth, team add-on). AI Note Taker $35/month. eRx $49/month + $89 setup. Group practice clinician fees $69-$74/month. 30-day free trial.

Ideal for

Solo and small group mental health, behavioral health, therapists, insurance-heavy wellness practices, and simple cash-pay nutrition counselors who want a polished UX. Not for functional or integrative medicine that needs Rupa/Fullscript/labs, complex DPC/membership models, or practitioners with concerns about PE ownership and data ToS.

17. NutriAdmin

The most affordable, nutrition-centric option for practitioners whose primary work is nutritional therapy. The meal planning engine (60-second AI-generated meal plans, 360,000+ recipe database, 70,000+ food items, seven food databases including USDA, AUSNUT, and UK) is best-in-class for nutrition-focused practices. Useful for FM adjacents (autoimmune, GI, hormone protocols) where dietary precision matters more than complex EHR features.

Key Benefits

• Deep nutritional analysis (macro and micronutrient, DRI checks, deficiency analysis)
• AI-powered meal plan and recipe generation, plus AI image generation
• Highly customizable client questionnaires and intake forms
• Affordable starting at ~$34.99/month. Free tier for 3 clients.
• Excellent customer service consistently called out (founder-led, bootstrapped)
• Built-in HIPAA-compliant telehealth add-on
• Multi-currency, multi-region (US, UK, Canada, Australia, NZ, EU)

Considerations

• Not ONC-certified. Not a "real" EHR for medical billing.
• Very narrow specialty fit. Built for nutrition only.
• No native Rupa Health, Genova, or DUTCH lab integrations
• No native Fullscript or Wellevate dispensary
• No insurance/claims billing. Cash-pay only.

Pricing

Starter Free (3 clients). Basic 5 $24.99/month. Basic $34.99/month. Popular $49.99/month. Professional $74.99/month. Business custom (multi-user). 14-day risk-free trial. Approximately 2 months free on annual plans.

Ideal for

Solo and small-team registered dietitians, nutritionists, nutritional therapists, and wellness coaches focused on nutrition coaching, meal planning, and behavior change. International practitioners. New grads and students. Not for FM MDs, NDs, or DCs needing labs and supplements, insurance-billing practices, or practices needing eRx and ONC interoperability.

18. Pabau

UK-headquartered, serves 3,500+ practices and 23,000+ users across UK, EU, and increasingly the US. Explicitly markets to functional medicine, wellness, medspa, aesthetics, dermatology, and multi-specialty clinics. Strong fit for cash-pay membership practices and hybrid wellness/aesthetic-FM clinics.

Key Benefits

• True all-in-one: scheduling, EMR, billing, inventory, marketing automation, patient portal, telehealth, packages, memberships
• Membership and package billing native, a meaningful plus for cash-pay FM
• Multi-location ready with strong before/after photo management for aesthetics
• HIPAA + GDPR + SOC2 architecture
• 30+ integrations including Stripe, Xero, Zoom/Google Meet, HubSpot, Salesforce, GoHighLevel
• AI-powered workflows added 2025-2026
• 4.5-4.7/5 across 600+ Capterra reviews

Considerations

• No US EPCS/Surescripts certification
• No deep US functional lab integrations. No Genova, DUTCH, or Doctor's Data out of the box.
• No native Fullscript, Wellevate, or Emerson supplement dispensary
• Not ONC-certified
• Higher learning curve and feature complexity for solo practitioners

Pricing

Per-user, full-platform on every tier with no feature gating. Starter & Solo (~$62/user/month). Team (2-3 users), Medium (4-5), Group (6-15), Enterprise (16+). Plus tier ~$99/user/month. Annual billing saves up to 20%.

Ideal for

Multi-specialty wellness, aesthetic, and integrative clinics, UK and EU FM practices, US medspas with FM/IV/HRT lines, and cash-pay membership practices. Not for US insurance-heavy primary care, FM clinics that require Fullscript/specialty-lab integrations as core workflow, or providers needing EPCS for controlled substances.

19. TELUS Health CHR

The strongest cloud EMR for Canadian integrative, naturopathic, and multi-disciplinary practices. Originally InputHealth (acquired by TELUS in 2019), now used by 40,000+ Canadian clinicians. Included here for Canadian readers. US practitioners should look elsewhere.

Key Benefits

• Cloud-based, modern UI, well-rated for usability
• Strong patient engagement: TELUS Health Connect app, online booking, virtual visits
• Highly customizable Qnaires/forms with NLP-driven intake. Buildable for MSQ and Timeline.
• Robust team-based collaboration with granular role-based permissions
• Built-in CHR Analytics, AI document triage, AI dictation, Tali/Scribeberry scribes via marketplace
• Supports cash-pay (Stripe) plus provincial billing (RAMQ/MSP/OHIP)

Considerations

• Canada-only. No US deployment, no HIPAA BAA, not ONC-certified, no Surescripts/EPCS.
• No native supplement dispensary (no Fullscript)
• No specialty lab integrations for US functional labs
• No native IFM Matrix, MSQ, or Timeline templates
• Variable monthly billing by user type/usage can be confusing

Pricing

Quote-only, dynamic per-user/per-usage monthly billing. One-time data migration and onboarding fees. Connect Pro app at $35/provider/month.

Ideal for

Canadian multi-disciplinary clinics, Ontario Health Teams, allied-health collaboratives, and Canadian integrative/naturopathic practices needing provincial billing. Not for US functional medicine practices.

Which EHR Is Right for Your Practice?

Your practice model should drive the decision:

• Clinically deep functional medicine, DPC, IV, BHRT, or hormone clinics: Cerbo or OptiMantra
• Solo, cash-pay, just starting out: ChARM (free tier), Practice Better Sprout (free), or IntakeQ ($54.90/month)
• Insurance-heavy integrative practice, small: OptiMantra ($99/month), Tebra, or AllegianceMD
• Insurance-heavy integrative group, mid-to-large: athenaOne or CareCloud
• Hybrid cash + insurance: IntakeQ/PracticeQ, OptiMantra, or Healthie
• Primary-care-leaning DPC or concierge with FM elements: Elation Health
• Multi-modality integrative clinic: OptiMantra or Cerbo
• IV therapy-heavy or A4M-aligned: Power2Practice
• Virtual-first FM, nutrition, or coaching: Healthie or Practice Better
• Nutrition-focused practice: NutriAdmin or Practice Better
• Allied health and multidisciplinary in-person clinic: Jane App
• iPad-mobile FM practitioner already using Fullscript: DrChrono
• AI-forward longevity, concierge, or cash-pay FM: Ultralight
• Hybrid wellness, aesthetic, or medspa-FM clinic: Pabau
• Mental or behavioral health-focused wellness practice: SimplePractice
• Canadian integrative practice: TELUS Health CHR

Start with what your financial model supports and what your workflow requires. You can always migrate later.

How Lace Health Supports Your EHR Decision

Lace Health is a practice-building partner for integrative and functional medicine practitioners. We help MDs, DOs, NPs, and PAs navigate the business side of launching and growing a practice, things like credentialing, billing, legal structure, financial modeling, marketing, and technology decisions like EHR selection.

Our BootCamp is a 10-week, live, cohort-based program where practitioners build a complete business plan and financial model with guidance from Rocky Crocker, MD, plus subject matter experts across billing, compliance, legal, and marketing.

One full session is dedicated to EHR selection, and every participant gets a 1:1 consultation to build a financial model that accounts for technology costs alongside the rest of their practice infrastructure. Over sixty practitioners have come through the program so far, with a 100% completion rate and recommendation scores averaging 9-10 out of 10.

For practitioners ready to launch, Lace Launch handles credentialing, billing, legal templates, and operational buildout, including EHR access at discounted rates. We're also building a collaborative care and outcomes measurement platform that integrates with athenaHealth and Elation, so the clinical data you capture feeds directly into payer advocacy for better reimbursement rates.

If you're exploring what it takes to build or transition an integrative practice, BootCamp is a great place to start. If you're ready to launch, you can apply here.