TriMed offers a complete software suite that includes: EHR, Practice Management, Patient Portal, Mobile, Digital Check-in and Telemed.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$589.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$1,000.00/one-time

  • Free Version
  • Free Trial
  • Subscription

Overall rating

5.0 /5
(51)

Ease of Use

4.9/ 5

Features

4.9/ 5

Customer Service

5.0/ 5

Value for Money

5.0/ 5

Overall rating

4.2 /5
(139)

Ease of Use

3.8/ 5

Features

4.1/ 5

Customer Service

4.2/ 5

Value for Money

3.8/ 5

Total features 135

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Appointment Scheduling
  • Audit Trail
  • Automated Scheduling
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Charting
  • Chat/Messaging
  • Claims Management
  • Claims Scrubbing
  • Claims Settlement
  • Client Management
  • Client Portal
  • Clinic Interoperability
  • Clinical Notes
  • Code & Charge Entry
  • Coding Assistance
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customizable Tests
  • Data Import/Export
  • Deal Management
  • Decision Support Software
  • Diagnostic Reports
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Documentation Management
  • Drag & Drop
  • Drug Reference Database
  • Dunning Management
  • E-Prescribing
  • EDI
  • EMR/EHR
  • EPCS Compliant
  • Electronic Payments
  • Electronic Prior Authorization
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Employee Management
  • Family History Tracking
  • File Sharing
  • Financial Analysis
  • For Auto Insurance
  • For Disability Insurance
  • For Family Medicine
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • For Medical Purposes
  • For Primary Care
  • Forecasting
  • Forms Management
  • Formulary Management
  • Growth Charts
  • HIPAA Compliant
  • Handwriting Recognition
  • Healthcare Compliance
  • Historical Reporting
  • Imaging and X-rays
  • Immunisation & Allergy Tracking
  • Initial Assessments
  • Insurance Eligibility Verification
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Intake Management
  • Inventory Management
  • Invoice History
  • Invoice Management
  • Lab Order Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Meaningful Use Certified
  • Medical Billing
  • Medical History Records
  • Medication Alerts/Warnings
  • Medication History
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Monitoring
  • Multi-Location
  • Multi-Physician
  • Multi-Provider Practice
  • Multi-State
  • Multiple Line Rating
  • ONC-ATCB Certified
  • One-to-One Messaging
  • Online Forms
  • Online Refills
  • Opportunity Management
  • Patient Communications
  • Patient Database
  • Patient Engagement Software
  • Patient Intake
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payment Collection
  • Payment Processing
  • Performance Metrics
  • Physician Scheduling
  • Pipeline Management
  • Policy Management
  • Practice Management
  • Predictive Analytics
  • Prescription Cancellation
  • Prescription Management
  • Prescription Renewal
  • Pricing Data
  • Prioritization
  • Progress Notes
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reinsurance Administration
  • Reminders
  • Remittance Advice
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Risk Assessment
  • Role-Based Permissions
  • SMS Messaging
  • SMS Reminders
  • SSL Security
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled/Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Single Sign On
  • Softphone Software
  • Status Tracking
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Telemedicine Software
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Treatment Planning
  • Two-Way Audio & Video
  • User Management
  • Vaccine Management
  • Video Conferencing
  • Virtual Waiting Room
  • Voice Recognition
  • Web-based Deployment
  • Workflow Management

Total features 95

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Annotations
  • Appointment Management
  • Appointment Scheduling
  • Audit Trail
  • Automated Scheduling
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Charting
  • Chat/Messaging
  • Claims Management
  • Claims Scrubbing
  • Claims Settlement
  • Client Management
  • Client Portal
  • Clinic Interoperability
  • Clinical Notes
  • Code & Charge Entry
  • Coding Assistance
  • Collaboration Tools
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customizable Tests
  • Data Import/Export
  • Deal Management
  • Decision Support Software
  • Diagnostic Reports
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Documentation Management
  • Drag & Drop
  • Drug Reference Database
  • Dunning Management
  • E-Prescribing
  • EDI
  • EMR/EHR
  • EPCS Compliant
  • Electronic Payments
  • Electronic Prior Authorization
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Reminders
  • Email Templates
  • Employee Management
  • Family History Tracking
  • File Sharing
  • Financial Analysis
  • For Auto Insurance
  • For Disability Insurance
  • For Family Medicine
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • For Medical Purposes
  • For Primary Care
  • Forecasting
  • Forms Management
  • Formulary Management
  • Growth Charts
  • HIPAA Compliant
  • Handwriting Recognition
  • Healthcare Compliance
  • Historical Reporting
  • Imaging and X-rays
  • Immunisation & Allergy Tracking
  • Initial Assessments
  • Insurance Eligibility Verification
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Intake Management
  • Inventory Management
  • Invoice History
  • Invoice Management
  • Lab Order Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Meaningful Use Certified
  • Medical Billing
  • Medical History Records
  • Medication Alerts/Warnings
  • Medication History
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Monitoring
  • Multi-Location
  • Multi-Physician
  • Multi-Provider Practice
  • Multi-State
  • Multiple Line Rating
  • ONC-ATCB Certified
  • One-to-One Messaging
  • Online Forms
  • Online Refills
  • Opportunity Management
  • Patient Communications
  • Patient Database
  • Patient Engagement Software
  • Patient Intake
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payment Collection
  • Payment Processing
  • Performance Metrics
  • Physician Scheduling
  • Pipeline Management
  • Policy Management
  • Practice Management
  • Predictive Analytics
  • Prescription Cancellation
  • Prescription Management
  • Prescription Renewal
  • Pricing Data
  • Prioritization
  • Progress Notes
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Reporting
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reinsurance Administration
  • Reminders
  • Remittance Advice
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Risk Assessment
  • Role-Based Permissions
  • SMS Messaging
  • SMS Reminders
  • SSL Security
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled/Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Self Service Portal
  • Single Sign On
  • Softphone Software
  • Status Tracking
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Telemedicine Software
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Treatment Planning
  • Two-Way Audio & Video
  • User Management
  • Vaccine Management
  • Video Conferencing
  • Virtual Waiting Room
  • Voice Recognition
  • Web-based Deployment
  • Workflow Management
Not provided by vendor
  • Clarity Wave
  • Microsoft Outlook