CoAction Software vs Soap Notes
CoAction Software
coactionsoft.comSoap Notes
soapnotes.onlineSide by side
| Figure | CoAction Software | Soap Notes |
|---|---|---|
| Price from | — | $36/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 3 | 3 |
| Spec score · Chiropractic Practice Software | 7.2 (#30) | 8.0 (#7) |
| Product | CoAction is an all-in-one EMR and practice management system designed for chiropractic practices. | Soap Notes describes itself as a coaching CRM with SOAP notes, scheduling, and billing for coaches and therapists. |
| Support | The FAQ says support is available by chat, email, and phone, and the plan comparison lists unlimited access to training and support for Base EMR. | The contact page offers chat with the team 24/7 and says users can get onboard in less than five minutes. |
Plans
CoAction Software
- CoAction Base EMRPriced on request
- CoAction CommunicatePriced on request
- CoAction MarketingPriced on request
In their own words
CoAction Software
CoAction Software is an EMR and practice management system for chiropractic practices, running on macOS and Windows. Its clinical and billing tools include SOAP notes, care plans, billing and tracking reports, HCFA bill batch processing, rebilling, and EOB payment reconciliation. Communications features support demographic-segmented email and text campaigns, reminders, and real-time two-way patient texting. Online scheduling provides separate portals for new and established patients, patient Google Calendar synchronization, and resource booking with visit-type limits per time slot. CoAction identifies Fortis as its exclusive credit-card processor and describes integrated merchant processing. The maker describes multiple daily cloud backups, at least 30 versions, and redundant offsite Amazon cloud storage, while stating that the software itself has no cloud option. The FAQ says backup data is encrypted and references HCFA and HIPAA HL7 guidance. There is no patient smartphone app or inventory module. Pricing is on request.
Soap Notes
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.