Detailed Review of Experity EMR & PM - EHR Software Software 2025

Appointment Management

Experity EMR & PM’s Appointment Management streamlines patient flow by centralizing scheduling, check-in, and visit tracking into a unified system. It supports both in-person and telehealth visits, offering real-time updates and a visual tracking board to monitor patient status throughout the clinic. This helps reduce wait times, improve throughput, and ensure that no-shows or delays are handled efficiently.

Appointment Scheduling

The Appointment Scheduling module offers flexible, multi-location scheduling tailored to urgent care needs. Providers can set custom visit types, block schedules, and manage recurring appointments. Patients can also self-schedule online. Integration with eligibility checks, reminders, and a patient queue display ensures smooth operations and enhanced patient access—helping clinics boost capacity and reduce administrative burden .

Billing and Invoicing

Experity’s Billing and Invoicing tools are embedded directly into clinical workflows to improve revenue cycle efficiency. The system features a coding engine ensuring accurate charge capture, auto-generates claims, and processes payments. With denial management, real-time eligibility verification, and automated balance-due texting, practices improve collections while keeping billing timely and transparent.

Client Management (Customer)

Experity’s Client Management creates a unified patient profile—known as the Face Sheet—displaying chronic problem lists, past visits, lab results, demographics, and encounter history. This enables clinicians to transition seamlessly between episodic urgent care and longitudinal primary care, supporting comprehensive treatment while ensuring fast, context-rich access to past records

Compliance Management

The Compliance Management feature includes ONC certification, HIPAA compliance, real-time coding updates, payer rules, and audit trails embedded in provider workflows. It uses complaint-driven logic and built-in payer guidelines to safeguard against documentation and coding errors, ensuring regulatory adherence and reducing compliance risk in high-velocity urgent care settings

Document Management

Experity’s Document Management consolidates clinical documentation—including notes, discharge plans, scanned forms, and imaging—into a searchable and secure patient chart. Real-time chart updates allow multiple team members to collaborate simultaneously. Version control and audit logs track changes for legal and clinical accountability, reducing administrative duplication while ensuring full chart completeness .

Order Entry

Experity’s Order Entry supports integrated e-prescribing, lab, imaging, and discharge order sets. Providers access complaint-driven templates and one-click discharge plans grounded in clinical best practices. Orders feed directly into the EHR chart and billing workflows, ensuring faster diagnostic and treatment cycles and improving clinical accuracy across urgent care environments

Scheduling

Experity EMR & PM’s Scheduling minimizes door-to-door time by combining provider availability, visit types, and room or resource allocation into an intuitive interface. It features conflict alerts, queue tracking, and automated chart preparation. Clinics benefit from faster throughput and coordinated workflows—especially critical during peak demand or hybrid urgent care/primary care setups