4 Best Project Management Software For Doctors (2024)

Medicine is a complicated endeavor.

Scientifically, it is complicated to manage patients with multiple health conditions.

Many diagnoses require complex evaluation and treatment, and even simple patients can abruptly turn out to be complicated in the blink of an eye.

Apart from the scientific complexity of practicing medicine is the administrative complexity.

Depending on where you practice, you must comply with a multitude of laws, rules, and regulations.

In some nations, insurers bear outsized influence on how you practice.

If you are engaged in research or medical trials, the paperwork from the assorted stakeholders becomes immensely complicated.

Even the daily rigors of running a basic primary care practice can be overwhelming.

Medicine is a challenging industry no matter where you are.

Add to this the fact that your work directly impacts the lives of patients, and you have a highly stressful operation to run.

Upfront Conclusion

The best project management software for doctors right now is Monday.com and ClickUp

One way to reduce the administrative burdens of modern medicine is to utilize project management software in your office.

Whether you are running a large practice group, a multi-specialty consulting team, or a solo practice in a rural place, project management software can help you coordinate the tasks that need to be done for you and your practice to thrive.

Project management software is an application designed to centralize your workload in one location.

While many doctors and hospitals now use Electronic Health Records (EHRs) for clinical tasks, clinical life is only part of the equation.

For non-clinical projects such as practice meetings, committees, research projects, and practice management, doctors must often navigate a complex world of email threads, calendars, documents, spreadsheets, and other minutiae.

Project management software centralizes these items into one application, eliminating the need to hop between applications and hunt for data.

Software
Versus
FAQ

Why use Project Management Software for Doctors?

Project management software has become extremely popular among doctors due to its ability to optimize processes, minimize administrative load, and improve patient care.

Doctors can improve patient outcomes, boost team cooperation, boost productivity, and guarantee regulatory compliance by employing project management software.

It can make it easier for medical teams to work together and communicate, guarantee that all essential examinations and treatments are carried out, and lower the possibility of medical mistakes.

Doctors can better manage patient care, interact with medical teams, and automate administrative work thanks to technology, which enables them to give their patients better treatment and develop their practices as a whole.

Tip: monday.com is HIPAA-compliant on its Enterprise plan.

What makes good Project Management Software for Doctors?

Doctors need project management software that is adaptable, integrates with electronic health records (EHRs), promotes collaboration, ensures safe data management, is mobile-friendly and has powerful reporting and analytics features.

It should be created to specifically address the requirements of physicians and medical teams, giving them real-time access to patient data, facilitating productive teamwork, and enabling them to make data-driven choices to enhance patient care and results.

With these features, medical professionals may improve patient care while streamlining their work processes and reducing administrative stress.

Tip: ClickUp allows doctors to customize workflows, fields, templates, and reports to fit their specific needs.

How to choose the right Project Management Software for Doctors?

It’s essential that you take time while choosing the best project management software for doctors.

The best project management software for doctors should:

address their unique requirements
be compatible with EHRs
be simple to use, secure, and scalable
has outstanding customer service
be priced affordably
integrate with other software.

You can choose the ideal project management software for your medical profession by taking these elements into account.

This software will help you to simplify processes, lessen administrative stress, and enhance patient care.

Tip: With ClickUp you can collaborate on everything from patient workflows and documents to inventory management—all in one place.

Best Project Management Software for Doctors

Brand	Starting price	Best for
1. Monday.com	$8/month	Overall
2. ClickUp	$5 – $9/month	Dealing with complexity
3. Redbooth	$12 – $18.75/month	Cloud-based collaboration and project management
4. QuickBase	$25/month	flexible and customizable low-code development

1. Monday.com

Monday.com Work OS is a no-code project management platform that enables simple project planning, management, and tracking as well as real-time collaboration and workflow automation and integration.

Monday.com provides exceptional functionality and solutions that are specifically geared to the everyday clinical and business administration tasks in medical environments.

The software offers workflow automation and complies with HIPAA.

The Monday.com boards can be used by doctors and surgeons to see, track, and keep track of patients and procedures.

Doctors can more easily record and manage crucial treatment information for several patients from one perspective thanks to its editable medicine chart template.

Monday.com encourages real-time contact between medical teams and enables team cooperation, data exchange, and team communication.

Features

Performance tracking features
Recruit feature
Automated hiring emails
Pre-made onboarding templates
Vacation tracker

Price

Individual: Free
Basic: $8.00 / per user / per month
Standard: $10.00 / per user / per month
Pro: $16.00 / per user / per month
Enterprise: Call for a custom quote

The feature package you want to utilize and the total number of platform users determine the price.

After deciding on the feature package and the number of users, select your desired subscription payment method: monthly or yearly.

One upfront installment is received as payment, if you purchase a one-year plan, you will pay for one year upfront.

Try Monday

2. ClickUp

Best Project Management Software for Doctors

Healthcare project management is complicated by the complex and rapidly changing nature of the medical industry.

One of the best project management tools for dealing with complexity in a system is ClickUp.

Unlike many healthcare applications, ClickUp is open-source, meaning that it is free to use, transparent, secure, and supported by a large international community of developers.

Can open-source software be trusted with patient information?

In this case, yes.

ClickUp is available in an Enterprise version which features HIPAA-compliant security and privacy features, meaning that your project management tool is safe to use with patient health information.

Features

ClickUp offers users a very robust set of features.

Task Management. ClickUp features granular control over tasks. Users may build, assign, and manage tasks. Deep tasks can be broken down into subtasks. Any task or subtask can be enhanced with a checklist. Tasks can be managed on a calendar view, a Kanban view, or a Gantt view. These views offer multiple ways to evaluate the current state of tasks and to review any task dependencies. Users who prefer simple calendars will find ClickUp’s calendar tool easy to view and digest.
Document management. Not only can users upload documents to ClickUp, but they can also edit these documents in-app. Changes are reflected in real-time, enabling multiple users to engage with a document simultaneously. Users may also create wikis within the application, which lets your team build a knowledge base for their specific project. ClickUp also integrates easily with tools like DropBox to allow you to manage files across the cloud.
Communications. Users can discuss their tasks with built-in Chat features. Tools like Slack and Google Workspace can be integrated into ClickUp, and communications through those platforms can occur within ClickUp’s user space.

Price

ClickUp’s free version comes with access to 100 megabytes of storage, unlimited members and tasks, and a two-factor authentication feature to keep your projects secure.

Reviewers say that the free version is highly capable and includes the features necessary for project management.

ClickUp prides itself on having the most usable and most useful free project management application on the market, earning them the top place in this article.

ClickUp offers three basic paid tiers.

The $5 per user per month tier offers integrations, dashboards, guest features, and other customizations.

ClickUp Business costs $12 and ClickUp Business costs $19 per user per month but includes Google single-sign-on, dashboard widgets, improved automation, advanced time-tracking capabilities, and workload management.

Healthcare users will almost certainly want to utilize the Enterprise version, which includes all of these features plus HIPAA-compliant security measures and enhanced customer relations.

Try ClickUp

3. Redbooth

Formerly known as Teambox, Redbooth is a cloud-based collaboration and project management tool. Users can manage their projects in a collaborative workspace.

The name Redbooth is a nod to the iconic English telephone boxes of old, and a simultaneous acknowledgment of the huge role that effective communication and collaboration play in the success of a project.

All relevant functions – task management, communications, feedback, and file storage – are centralized in one application.

Users can access Redbooth through their desktop or mobile devices, meaning that busy medical teams can easily stay informed about their projects while on the go.

Redbooth has been accused of being a task manager versus a project management tool.

While it is true that Redbooth does not currently have native budgeting and invoicing tools, it is still an excellent communication, collaboration, and task-management application to help project groups improve their teamwork.

Especially relevant for doctors and health professionals, Redbooth is compliant with many industry standards regarding data privacy.

Redbooth is ISO, SOC 2, and GDPR compliant.

It is not HIPAA compliant yet, but the company does value data privacy and will keep your confidential data safe.

Features

Redbooth offers a full suite of features to help you stay on top of your projects.

Dashboard. The dashboard will present an overview of any tasks assigned to you and will display comments, work notes, or updates on any tasks you have been assigned.
Task management. Redbooth is built around a Kanban-style task management system. Users can select their project by entering the appropriate Workspace, and then can plan progress by dragging tasks into columns such as “Pending,” “In Review,” or “Complete.” Columns are customizable. Tasks can be assigned to specific team members and built with due dates. Subtasks can be created for tasks requiring them; repetitive tasks can be templated to minimize the need for clicking and navigating. Redbooth also offers a Gantt-style chart called Timeline View. This view allows users to easily set up task dependencies and adjust expected task durations. Changes made in Timeline View will be reflected in the Kanban view, and vice-versa.
Team Management. Redbooth features a Workload Reports feature that allows you to compare workload distribution across your team. This tool does not factor in outside schedules or task durations. There is also no native time tracker for this application.
Communications. Each workspace features a Conversations tab, which allows forum-style discussions, commenting, and direct messaging with @ mentions. Redbooth does have a Gmail plugin, meaning you can easily convert Gmail messages to tasks if you install this add-on.

Price

Redbooth offers a free plan, with up to two users and 2GB of storage.

You will also have access to two workspaces, basic Gantt charts, and basic reporting features.

Redbooth Pro is $9/user/month and includes unlimited workspaces, 5GB of storage, Gantt charts with task dependencies, and many other features.

Business users will pay $15/user/month and will gain access to up to 50GB of storage, customizations, assignable subtasks, and OneDrive integration.

4. QuickBase

Originally developed by software company Intuit, QuickBase is a highly flexible and customizable low-code development platform.

Technically speaking, this is not a project management application – rather, this is a software platform designed to allow users to develop their own project management application.

There are two reasons we have included it here: first, the highly customizable and codeless nature of this application means that doctors, hospitals, health clinics, and other healthcare entities can easily create a customized project management application specific to their needs.

Second, QuickBase is certified as HIPAA-compliant, meaning that any application you design meets the safety and privacy standards necessary to work with confidential patient information.

Features

QuickBase uses a drag-and-drop interface, a native form builder, and a visual process modeling tool to help users develop their applications without needing significant technical intervention.

This is a plus for doctors and medical users: often, workflows in a medical clinic or a hospital are very arcane and highly specific, and therefore only those closest to the processes can fully understand how to model them.

Consider a doctor’s office.

The patient arrives and checks in.

The receptionist must verify their identity and discern whether the patient is on national insurance, private insurance, or self-paying.

Once the patient is signed in, the medical assistant must gather the chart and bring the patient to a room, where a basic assessment is performed.

Finally, the doctor enters to perform the medical tasks of the visit.

Every step of this process has levels of nuance that are hard to understand unless you live in the process.

QuickBase is built with situations such as this in mind and is purpose-made to help users convert complex in-person workflows to workflows that can be managed within a software application.

Applications can be developed with only the features that add value to your staff, and you can avoid paying for features that do not work for you.

QuickBase also allows users to automate processes.

For example, once the receptionist has checked in the patient, Quick Base can be configured to automatically notify the medical assistant that the patient is ready to be brought to a room.

When the medical assistant enters vital signs, the doctor can immediately be notified, and so on.

This sounds good, but it is reasonable to ask: is this too technically difficult for doctors and medical workers to manage?

The answer is no. QuickBase has a reputation for being very user-friendly.

There is an option for wizard-based application creation.

The user interface is pared down to the essentials and the wizards are helpful.

That said, doctors or healthcare organizations with access to technical experts may wish to leverage their expertise.

Based on all of this, we believe QuickBase could be a novel and interesting choice for doctors in need of practice management software.

Price

QuickBase costs $30 a month for up to 20 users and up to 50 apps.

You may also customize your admin and user roles, develop role-specific home pages, and integrate automation into your applications.

You can also integrate your application with third-party apps such as Slack or Google Workspace.

Projects in the medical industry are inherently complex.

The use of project management software to streamline your workload and consolidate your administrative needs into one place is an excellent tactic to help you deal with the complexity that is native to this industry.

The applications we have discussed here offer you excellent tools to manage projects, or the opportunity to build customized tools for your specific needs.

Whether you are doing oncology research, participating in a steering committee, working on the implementation of new technologies, or simply trying to conduct your business in an efficient manner, project management software offers efficiencies and capabilities that can help your practice grow, survive, and thrive in today’s competitive and complicated medical industry.