Empower Your Practice

Journal for Practice Managers

How to Pick the Best EHR for Solo Practice [2026]

Kate Pope
Written by
Kate Pope
Vlad Kovalskiy
Reviewed by
Vlad Kovalskiy
Last updated:
Expert Verified

208

As a solo practitioner, when you hear the term "EHR software," you might imagine a software that:

  • Is extremely expensive
  • Requires a team of trained IT professionals to maintain
  • Is hard to install and actually use

Well, that might've been the case a decade ago, but in 2026, EHR systems are actually much cheaper and easier to set up and use.

Learn how to simplify your practice workflow and free up more time for patients with Medesk.

Open the detailed description >>

With a cloud-based EHR solution built for solo practices, you can take advantage of all the amazing EHR features for a price as low as 20 pounds per month!

Want to learn more? Read on!

Here's what we're going to cover:

  • Why EHR is Essential for Solo Practices
  • 7 EHR Benefits for a Solo Practice
  • How to Pick the Best EHR Software for a Solo Practice
  • Cloud-Based vs. On-Premise EHR: What Solo Practitioners Should Know
  • How to Switch to a New EHR Without Disrupting Your Practice
  • Common Mistakes Solo Practitioners Make When Choosing EHR Software
  • Frequently Asked Questions

Why EHR is Essential for Solo Practices

It's no secret that electronic records are much better than paper ones:

  • Managing large stacks of paper documents can be both time-consuming and mentally draining.
  • Physical documents can be lost, misplaced, or destroyed.
  • If a patient switches care providers, moving patient records from one practice to the other is going to be hard.

Medesk helps automate scheduling and record-keeping, allowing you to recreate an individual approach to each patient, providing them with maximum attention.

Learn more >>

Fortunately, an EHR solution solves all of these problems and more.

For starters, the patient data is stored and backed up online. Meaning, only qualified personnel can access this data and the danger of losing it is basically non-existent.

The data can also be accessed by the patient through a patient platform, as well as by other clinics that use EHR systems.

So all in all, using EHR software helps your solo practice deliver the best possible patient care.

Additionally, some of the best EHR solutions also come with practice management features. This means they can help your solo practice with things like:

  • Tracking which patient acquisition channels work best
  • Managing patient billing and accounting
  • Allowing online appointment bookings

And more!

7 EHR Benefits for a Solo Practice

Still on the fence on whether you really need an EHR solution?

Here are the top 7 EHR software benefits for solo practices:

  1. Better Patient Care. To begin with, using an EHR solution allows your clinic to provide the best possible patient care quality. It's easier for your patients to access their data, interact with your clinic, and more.
  2. Simpler Care Coordination. By using EHR software for solo practices, your patient data is shared amongst other clinics. So, if your patient has to visit a different type of clinic, the doctor there will have a complete view of the patient's health history without having to get in touch with you or your practice.
  3. Improved Clinic Productivity. An EHR solution helps automate a lot of menial tasks at your clinic, allowing you to focus on what's important: providing quality patient care.
  4. Simplified Document Management. All of your documents are stored online, and as such, are easier to find, manage, or fill in.
  5. Top-of-the-Line Data Security. EHR solutions like Medesk offer the same level of data security as banks.
  6. Clinic Management Made Easy. As we mentioned before, some EHR solutions come with practice management functionalities. So, you can use the software to effectively manage your clinic's administrational tasks in addition to having your patient data online.
  7. Online Medication Management. You can keep track of patient prescriptions online, helping prevent double-doctoring and prescription errors.

Discover more about the essential features of Medesk and claim your free access today!

Explore now >>

How to Pick the Best EHR Software for a Solo Practice - 5 Essential Features

Looking to adopt EHR software for your solo practice?

The next step is to decide on the right solution.

When picking EHR vendors, look for the following features:

#1. Patient Portal Module

Patient Portal Module

A solid online patient portal module is essential for any solo practice EHR software.

An online portal comes with a ton of practice benefits for your patients, including:

  • Online appointment bookings. Your patients can book appointments with your clinic online via the portal.
  • Online patient intake forms. Instead of having to fill in physical forms during their visit, the patient can do so online, saving everyone time.
  • Booking management. The patient can reschedule or cancel appointments online. Optionally, you can also add a cancellation fee (if that's something you do at your practice).
  • Online payments. You can charge your patients for their appointment online in advance.
  • Access to patient records. The patient (or other healthcare practitioners) can check the patient's healthcare records online via the patient platform.
  • Access to diagnostic results. The patient can check and access their diagnostic results online without having to deal with 3rd-party websites.

Some solo practice EHR solutions, like Medesk, also offer some additional features on their online patient portal module:

  • Customizable Branding. You can match your patient portal's branding with your website.
  • Telemedicine. You can hold online consultations with your patients online via the portal.
  • In-Built Referral Program. You can track which of your patients were referred from other medical practices.

#2. Reporting Module

Reporting Module

Understanding and basing your decisions on data is going to significantly help grow your solo practice.

That said, raw data most probably won't be too helpful.

The solo practice EHR solution you're going to pick should come with reporting templates to make it easy to transform data into useful insights.

Fortunately, Medesk offers 40+ ready-made reporting templates that you can simply plug and play.

You can, for example, see which of your patient acquisition channels are most effective through a single dashboard:

aquisition channel 3 dashboard

Or which of your services are the most popular among specific patient demographics:

profitability specific patient demographics

#3. Medical CRM

Another essential solo practice EHR software feature is a medical CRM module.

This feature allows your EHR solution to track all of your interactions with any given patient on top of keeping track of patient data in general.

For example, a patient might call you up and ask about an appointment or something related to their treatment. You can look up their name in the CRM, see what your last interactions with the patient were, and answer their question straight away.

Additionally, the CRM module also allows you to:

  • Spot patient trends. You can, for example, pull out data that shows which of your services is popular for 30-40 year old patients.
  • Personalize your marketing. You can send out special deals to patients who fit a specific demographic. E.g. free physical therapy consultation for patients aged 40+.
  • Automate parts of your marketing. You can set up automated reminders via SMS or email to notify your patients about their appointments. This can help reduce no-show rates.

#4. Telemedicine Capabilities

Today, the telemedicine industry is bigger than ever.

More and more patients worldwide expect clinics to offer online consultations, and as such, unless you offer this as an option, you might be missing out on customers.

That said, some solo practice EHR solutions offer telemedicine as an option.

With software like Medesk, you can:

  • Allow your patients to book appointments online.
  • Securely conduct online consultations via the platform.
  • Do calls from anywhere in the world via Android or iOS application.

Learn how to simplify your practice workflow and free up more time for patients with Medesk.

Open the detailed description >>

#5. Billing Module

healthcode Billing Module Medesk

Another essential EHR feature is the billing module. Using the software, your patients will be able to:

  • Make payments online
  • Check their billing history
  • View their insurance information
  • Check payments due

On the other side of the table, you can also use the software to:

  • See amount due for each patient
  • Transfer financial data from the EHR to your accounting software of choice
  • Check patient insurance information

And more!

Cloud-Based vs. On-Premise EHR: What Solo Practitioners Should Know

One of the first decisions you'll face when choosing the best EHR for solo practice is whether to go cloud-based or on-premise. For solo practitioners, this choice is usually straightforward, and the answer is almost always cloud-based.

Here's why:

Cloud-based EHR systems:

  • Require no upfront hardware investment or server setup
  • Are maintained and updated automatically by the vendor
  • Can be accessed from any device with an internet connection, including a smartphone or tablet
  • Typically operate on a monthly subscription, keeping costs predictable
  • Handle data backups automatically, reducing the risk of data loss

On-premise EHR systems:

  • Require you to purchase and maintain your own servers
  • Need dedicated IT support for updates, patches, and troubleshooting
  • Are harder to access remotely
  • Often involve a large upfront licensing fee

For a solo practitioner who doesn't have a dedicated IT team, an on-premise system creates unnecessary complexity and cost. Cloud-based EHR platforms like Medesk are specifically designed to remove that burden. You simply log in, and the system is ready to use.

In 2026, cloud-based EHR adoption continues to grow among independent providers precisely because it allows solo practitioners to focus on patients rather than software maintenance.

How to Switch to a New EHR Without Disrupting Your Practice

Switching EHR systems can feel daunting, especially when you're running a solo practice where there's no team to absorb the disruption. However, with the right approach, a transition can be smooth and relatively quick.

Here are the key steps:

1. Audit your current data. Before you switch, take stock of what patient data you have, where it lives, and what format it's in. Most EHR vendors can import data from common formats, so knowing what you have makes the migration easier.

2. Choose a go-live date carefully. Pick a period with a lighter patient schedule so you have time to adjust. Avoid switching during your busiest weeks.

3. Run parallel systems briefly. If possible, keep your old system accessible for a short period after switching. This gives you a safety net while you get comfortable with the new platform.

4. Use vendor onboarding resources. Most reputable EHR vendors, including Medesk, provide onboarding support, training materials, and dedicated help during the transition period. Take full advantage of these.

5. Migrate historical records strategically. You don't need to migrate every record from day one. Start with active patients and migrate older records over time.

A well-planned switch to the right EHR can pay for itself quickly in time saved on admin tasks and reduced documentation errors.

Common Mistakes Solo Practitioners Make When Choosing EHR Software

Choosing the wrong EHR is a costly mistake, both in time and money. These are the pitfalls that solo practitioners most often encounter:

Choosing a system built for large practices. Enterprise EHR platforms like Epic are designed for hospital systems with large IT teams. They tend to be expensive, complex, and difficult to customize for a solo practice's simpler workflows.

Focusing only on price. A cheaper EHR that lacks key features, such as a patient portal, billing module, or reporting tools, will cost you more in the long run through inefficiency and manual workarounds.

Skipping the free trial. Most good EHR vendors offer a free trial or demo. Skipping this step means you might only discover usability problems after you've already committed.

Ignoring integration capabilities. Your EHR should work well with the other tools you use, including accounting software, lab systems, and pharmacy networks. Poor integrations create manual data entry that eats into your time.

Not thinking about scalability. Even if you're a solo practitioner today, you may want to bring on an associate or expand your services in the future. Make sure the EHR you choose can grow with you without requiring a complete system change.

Overlooking compliance and security features. Patient data security is non-negotiable. Make sure any system you evaluate has robust encryption, role-based access controls, and clear compliance documentation.

Taking time to avoid these mistakes upfront will save you significant frustration down the line.

Frequently Asked Questions

What is the best EHR for solo practice? The best EHR for a solo practice is one that combines clinical documentation, patient portal functionality, billing, and reporting in a single affordable platform. Medesk is designed specifically for independent practitioners and offers all of these features starting at a low monthly price, making it one of the most practical options for solo providers.

How much does EHR software cost for a solo practice? EHR software for solo practices typically ranges from around 20 to 200 pounds per month depending on the features included. Cloud-based solutions like Medesk offer transparent monthly pricing with no large upfront costs, which makes budgeting straightforward for independent practitioners.

Do I need an EHR if I am a solo practitioner? Yes. Even as a solo practitioner, an EHR helps you manage patient records more accurately, reduce admin time, stay compliant with data regulations, and provide a better patient experience. The time savings alone from automated reminders, online booking, and digital documentation typically justify the cost very quickly.

What is the difference between an EHR and an EMR? An EMR (Electronic Medical Record) is a digital version of a patient's chart used within a single practice. An EHR (Electronic Health Record) goes further by allowing patient data to be shared across different healthcare providers and systems. For a solo practitioner who may need to coordinate care with specialists or other clinics, an EHR is the more practical and future-proof choice.

Can I use EHR software on my phone or tablet? Most modern cloud-based EHR solutions, including Medesk, offer mobile apps or mobile-optimized interfaces for both iOS and Android. This means you can review patient notes, conduct telemedicine consultations, and manage appointments from wherever you are.

How long does it take to set up EHR software for a solo practice? With a cloud-based EHR, setup is typically much faster than with on-premise systems. Many solo practitioners are fully operational within a few days to a couple of weeks. Vendors like Medesk provide onboarding support to help you get set up quickly so you can start seeing benefits right away.

Try Medesk, the #1 EHR Choice for Solo Practices

Want to use an EHR solution that has all the above features and more?

Try Medesk!

Medesk, the #1 EHR Choice for solo practices

Our software comes with dozens of robust features, including:

  • Online patient platform with customizable branding
  • Powerful medical CRM that helps automate your marketing
  • 40+ reporting templates
  • Telemedicine capabilities

And more! Learn all about it here.

EHR vs EMR: Key Differences & Advantages

EHR vs EMR: Key Differences & Advantages

EHR vs EMR: how are they different? How are they similar? Most importantly, which one does your practice need? Read our article to find out!
How to Start a Physical Therapy Clinic in 2025

How to Start a Physical Therapy Clinic in 2025

Discover how to start a successful physical therapy clinic with our comprehensive 10-step guide. Learn about business plans, financing, and more.
Top 5 Medical Dictation Software for Your Private Practice in 2025

Top 5 Medical Dictation Software for Your Private Practice in 2025

Confused by medical speech recognition software? We break down 5 top options to help you pick the perfect tool for faster, more accurate documentation.