Align vs Soap Notes

Align is cloud-based practice management software for chiropractic clinics. It combines scheduling, electronic health-record documentation, patient communication, reporting, and billing workflows in a browser-accessible service. Clinics can create customizable SOAP note templates and macros; the maker says a returning-patient note can take as little as 14 seconds with a saved macro. Scheduling supports multiple providers, visit types, rooms, and locations, plus online self-scheduling and two-way texting. Alerts can identify missed visits, patients without future appointments, and care plans nearing expiration. Billing tools cover claim submission, insurance eligibility, denial management, underpayment tracking, and optional in-house, full-service, or hybrid arrangements. Reports address visits, revenue, utilization, retention, collections, and claims, with Excel or QuickBooks export. Align lists security controls including encryption, two-factor authentication, session timeout, and role-based access. Pricing is on request; the vendor offers a demo and fit-check call.

Soap Notes is a coaching CRM for coaches and therapists that brings session notes, scheduling, billing, and client management together. Notes autosave, stay linked to the relevant client and session, and can use saved templates. Clients can book through self-serve pages, receive reminders, and use a portal; practices choose what appears there, while clinical notes are private by default. Two-way Google Calendar sync adds Soap Notes bookings to Google Calendar and blocks Soap Notes availability for existing events. The listed integrations include Gmail, Google Calendar, Google Meet, Google Docs, Google Drive, Stripe, Fathom, and Klaviyo. Zoom is not yet available, and Calendly is no longer connected. Soap Notes says data is encrypted in transit and at rest, team access is role-controlled, and it does not store card details. It runs on Android, iOS, macOS, Windows, web, and as an extension. The free plan allows up to five active clients; Standard costs $36 a month billed annually, and Teams costs $65 a month billed annually.