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CoAction Software
What it is
CoAction Software is an EMR and practice-management system designed for chiropractic practices, running on Windows and macOS. Its clinical and billing tools include SOAP notes, care plans, billing and tracking reports, HCFA bill batch processing, rebilling, and EOB payment reconciliation. A communications manager supports 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 sync, 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 says software hosting is not currently cloud-based, although encrypted offsite redundant backups are kept in Amazon cloud infrastructure with multiple daily versions. The FAQ references HCFA regulations and HIPAA HL7 transmission guidelines. There is no patient smartphone app and no inventory module. Pricing is available on request. Support is offered by chat, email, and phone, with unlimited training and support listed for Base EMR.
For and against
For
- SOAP notes and care plans support clinical documentation
- HCFA billing and EOB reconciliation tools
- Two-way patient texting and automated reminders
- Multiple daily cloud backups with version history
- Windows and macOS support
Against
- No current cloud option for the software
- No patient smartphone app
- No inventory tracking module
- Pricing requires contacting the maker
The verdict
CoAction brings chiropractic documentation, billing, scheduling, and communications into one desktop system. Practices should weigh its missing cloud application, smartphone app, and inventory module against its listed clinical and administrative tools.
Who it suits
CoAction suits chiropractic practices needing records, care plans, SOAP notes, scheduling, communications, and insurance billing. Its provider calendars also support massage therapists, physical therapists, and acupuncturists.
Plans and prices
CoAction Base EMR
Up to 1,000 users and providers · Up to 1M patient files · Includes base EMR features, online scheduling, intake forms, cloud backups, training and support, maintenance and updates
Read 9 Oct 2026 · coactionsoft.com
CoAction Communicate
Includes Base EMR · Automated communications · Text/email reminders · Unlimited email send outs
Read 9 Oct 2026 · coactionsoft.com
CoAction Marketing
Includes EMR and communications manager · Marketing integration · Website host/builder · Funnel builder
Read 9 Oct 2026 · coactionsoft.com
On the record
- Backups
- The maker describes multiple daily cloud backups with 30 or more versions and says offsite redundant backups are hosted on Amazon cloud.coactionsoft.com · read 9 Oct 2026
- Clinical and billing features
- The EMR includes SOAP note tools, billing and tracking reports, HCFA bill batch processing, care plans, rebilling, and EOB payment reconciliation.coactionsoft.com · read 9 Oct 2026
- Communications
- The communications manager supports demographic-segmented email and text campaigns, reminders, and real-time two-way patient texting.coactionsoft.com · read 9 Oct 2026
- Company background
- CoAction Inc. says it was established by a former Samsung affiliate and a former Big Data Software Architect.coactionsoft.com · read 9 Oct 2026
- Hosting
- The maker says there is currently no cloud option for the software, though offsite redundant backups are in the cloud.coactionsoft.com · read 9 Oct 2026
- Intended users
- The maker describes the system as designed for chiropractic practices and says provider calendars can support chiropractors, massage therapists, physical therapists, and acupuncturists.coactionsoft.com · read 9 Oct 2026
- Inventory limit
- The FAQ says there is no inventory tracking module, though a CPT Stat Report can track item sales against opening inventory.coactionsoft.com · read 9 Oct 2026
- Messaging limit
- The FAQ says email and text sending is unlimited, with international texting limited to 1,500 messages per month.coactionsoft.com · read 9 Oct 2026
- Payment integration
- CoAction identifies Fortis as its exclusive credit card processor and describes integrated merchant processing.coactionsoft.com · read 9 Oct 2026
- Product
- CoAction is an all-in-one EMR and practice management system designed for chiropractic practices.coactionsoft.com · read 9 Oct 2026
- Scheduling
- Online booking supports separate new and established patient portals, Google Calendar sync for patients, and resource booking with visit-type limits per time slot.coactionsoft.com · read 9 Oct 2026
- Security and compliance
- The FAQ says CoAction encrypts cloud backup data and references HCFA regulations and HIPAA's HL7 health record transmission guidelines.coactionsoft.com · read 9 Oct 2026
- Smartphone app
- The FAQ says CoAction does not currently offer a patient smartphone app.coactionsoft.com · read 9 Oct 2026
- 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.coactionsoft.com · read 9 Oct 2026
