The Toolkit  ·  Ed. 2  ·  Summer 2025
Battle of the EHRs

Software at
the center
of care.

214 DPC physicians rated their EHRs. See what they chose, why they switched, and what the data says about building a practice on the right system.

  • 01Health Records in DPC
  • 02The 2025 Battle of the EHRs, Full Results
  • 03Battle Tested: EHRs for Years 0–3
  • 04The Equity of EHRs, Dr. Anna Mirer
  • 05Why Every DPC Doctor Deserves a VA
  • 06Financing Your DPC, Maryal Concepcion
The Toolkit Summer 2025 cover: Battle of the EHRs
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The 2025 Results

The EHR Leaderboard

214 survey participants, 80% solo or two-physician teams, 75% with support staff ≤2, 69% operating ≤5 years.

#1 Most Used
Atlas.md
39%

Market share among 214 DPC survey respondents. The front-runner, though holding well under half the pie, proof the field stays competitive.

#2
Elation
25%

Clinical-first, unified EHR platform built for primary care. Strong with practices that prioritize documentation quality.

#3
Cerbo
13%

All-in-one EHR with an emphasis on accessibility and personalized care. Popular with integrative and functional DPC practices.

Hint Clinical
9%
Akute
6%
Long-tail EHRs
11 vendors, ≥10 votes each, 8%
Top 5 reasons to choose an EHR
  1. Ease of use, 65%
  2. Transparent, all-in pricing, 52%
  3. Responsive human support, 51%
  4. Peer recommendation, 50%
  5. Plug-and-play integrations, 45%
Top 5 deal-breakers to leave
  1. Difficult to use, 42%
  2. Poor support, 35%
  3. Limited customization, 32%
  4. High cost, 29%
  5. Weak integrations, 27%
In this issue

6 articles. Every angle of the EHR question.

Welcome to the Second Edition of The Toolkit

Your EHR is the heartbeat of your operations. It holds clinical notes, labs, messaging, billing, and in many cases, your sanity. This edition dives deep into the often murky territory of EHR selection and optimization: not just features, but freedom, alignment, and finding the system that grows with you.

“Is my EHR still working for me? Every DPC clinic eventually hits this moment.”

Health Records in DPC

Without needing to bill insurance, the DPC EHR can look entirely different, streamlined, relationship-centered, and built for a subscription model. What that means in practice, and the rubrics and demo checklists to guide your search. Plus: rural, suburban, and pediatric tech stack snapshots.

Battle Tested: The EHRs That Really Get You Through Years 0–3

You’ve signed a lease, painted the exam room walls yourself, and told your spouse you’ll totally be home for dinner. Now it’s 2 a.m. on Day -3 and you need an EHR that won’t implode when you add patient #25. What scrappy founders say separates “launch fuel” from “dead weight.”

The Equity of EHRs

Multilingual portals, ASL documentation, Spanish-language reminders, mixed-format visit notes, your EHR can either narrow or widen health disparities. Mirer’s Wisconsin practice serves English, Spanish, and ASL users, and her lens on tech as a tool for equity is essential reading.

Why Every DPC Doctor Deserves a Virtual Assistant

Every minute spent doing $10 tasks is a minute not using your $200/hr expertise. Cool Blue VA trains medical virtual assistants specifically for DPC workflows. Two-week risk-free trial at $9.95/hr. The time & task audit exercise that changes how most DPC doctors think about delegation.

Financing Your DPC

From resident salaries to attending savings to Goldman Sachs 10,000 Small Businesses program, DPC funding is possible at every level. The one-page business plan method: vision, mission, objectives, and the five things to write down before anyone can help you.

“When your ideas are floating in your head, they’re just that, ideas. When you put them in writing, they become a blueprint.”

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Summer 2025 · The full magazine

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