What Criterions does

Criterions Software, Inc. is a US-based private healthcare technology company that has operated for over 30 years (founded circa 1994) and provides a cloud-based integrated platform combining Electronic Health Records (EHR) and Medical Practice Management (PM) software. Its core product is the Criterions EHR 4.0 Complete EHR, an ONC-certified ambulatory EHR supported by integrated modules for e-prescribing (eRx), patient portal, scheduler with appointment reminders, patient intake, lab interface, eFax, direct secure messaging, inventory tracking, order sets, and a payment engine. The platform is built on FHIR R4 API endpoints with OAuth authentication and integrates with HL7, Direct Secure Messaging, and CCDA standards for interoperability. Notable technical components include registered FHIR endpoints across 10+ named provider customers, Apple Health Records integration, and AI-powered modules via Microsoft/Nuance (DAX Copilot for ambient clinical documentation, Dragon Medical One for clinical speech recognition).

The company targets independent medical practices ranging from solo providers through 100+ provider multi-location groups, alongside medical billing services and new practice startups. Its go-to-market is sales-led: pricing is quote-based with no public tiers, conversion is driven by 'Request a Demo' CTAs, scheduling is routed through Calendly, and sales inquiries are handled via a dedicated extension. Distribution is exclusively domestic (United States), with marketing conducted through a Healthcare Technology Blog, email, webinars, and partner co-marketing. Revenue is generated via monthly recurring SaaS subscriptions for the EHR and PM platform, recurring fees for certified health IT module services, and professional services/training delivered alongside implementation.

The company is privately held and headquartered at 591 Stewart Avenue, Suite 530, Garden City, NY. Ownership is not explicitly disclosed in source materials, but the careers page is hosted on Volaris Group's Workday portal, indicating operation within a vertical-market software portfolio. Mitchell Martin serves as General Manager; Sunil Pati joined in January 2025 as Sr. Director of DevOps/Engineering and Security with an AI and automation mandate. Recent strategic activity includes a January 2025 corporate rebrand and a series of 2023-2024 product releases.

Name

Criterions

Legal name

Criterions Software, Inc.

Website

https://criterions.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Criterions Software, Inc. is a US-based private healthcare technology company providing a cloud-based, ONC-certified Electronic Health Records and Practice Management platform with integrated e-prescribing, patient portal, scheduling, billing, and AI-powered ambient documentation for independent medical practices.

Ownership category

akta.pro rank

Product category

Practice Management / Electronic Health Records Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Health Services (8000)

akta.pro primary industry

Clinical Forms, Templates & Digital Consent (eSignature) (HLACAAAJ)

akta.pro secondary industries

Interoperability Standards, Profiles & Implementation (HL7/FHIR/IHE) (HLACABAA), Clinical Laboratory LIS (Core Lab/Hospital Lab) (HLACAMAA)

Keywords

• Electronic health records
• Practice management software
• Cloud-based EHR
• Medical practice solutions
• Healthcare interoperability

Headquarters

HQ city

Great Neck

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. EHR and Practice Management Software Subscription: Cloud-based SaaS subscription model providing access to EHR, PM, patient portal, e-prescribing, and scheduling features. Monthly recurring revenue from software licenses with implementation and training services included.
2. Certified Health IT Module: ONC-certified EHR module with ongoing monthly costs for online patient services, direct messaging, and ePrescribing. One-time costs may apply for interface establishment with registries and agencies.
3. Professional Services and Training: Instructor-led training sessions and online training tools offered as part of implementation and ongoing support. Training packages available for purchase separately.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Criterions provides cloud-based Electronic Health Records (EHR) and Practice Management (PM) software for independent medical practices. The platform combines clinical documentation, scheduling, billing, and patient engagement tools into a single integrated system. The company has served independent practices for over 30 years and offers ONC-certified, interoperable solutions designed for small to mid-sized practices in the United States.

Product overview

Criterions provides a cloud-based integrated product suite for Electronic Health Records (EHR) and Practice Management (PM) designed for independent medical practices. The core platform consists of Electronic Health Records software integrated with Practice Management, e-Prescribing Services (eRx), Patient Portal, and Scheduler. Additional modules include Patient Intake Solution, Appointment Reminders, Lab Interface, Payment Engine, eFax Module, Direct Messaging, Inventory Tracking, and Order Sets. The company also offers AI-powered solutions including DAX Copilot for ambient clinical documentation and Dragon Medical One for speech recognition. A FHIR API enables third-party interoperability. The portfolio is delivered as a unified platform where clinical and administrative workflows operate within the same system, with optional partner integrations for specialized functions like billing (BillFlash), communication (MediCall), payment processing (EPSG), and e-prescribing (NewCrop).

Differentiator

Problem solved

Functional benefit

Products and services

• Cloud-Based EHR

Quantifiable outcome

• Reduces no-shows by up to 40% or more through automated appointment reminders
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability4 records

Feature8 records

Partnerships

Four partnerships are on record, tiered core.

• BillFlashcoreTechnology or Integration · 1 January 2024BillFlash provides integrated billing and payment solutions including text payment reminders, electronic billing statements (eBill Notices), online payment portal, mailed bills, and integrated collections. Criterions integrates BillFlash directly into its billing workflow. Joint webinar and case study demonstrate combined solution. BillFlash reports 60% increase in payments within 30 days and serves 32,000+ providers.
• Trizetto Provider Solutions (TPS)coreTechnology or IntegrationTrizetto Provider Solutions, a Cognizant Company, provides revenue cycle management products including patient engagement, claims management (8,000+ payer connections), denial management, and credentialing. Partnership enables simplified business of healthcare through combined EHR and RCM solutions.
• EMR DirectcoreTechnology or IntegrationEMR Direct provides Direct Secure Messaging and FHIR services through their Interoperability Engine product suite. Enables Criterions to offer DirectTrust network messaging, HL7 FHIR APIs, OAuth authentication, and third-party app developer support through HealthToGo API platform. EMR Direct holds DirectTrust and EHNAC accreditation.
• NewCropcoreTechnology or IntegrationNewCrop provides integrated e-prescribing services with 15 years experience and award-winning prescription accuracy. Offers EPCS-compliant prescribing, DEA-compliant audit, lab integration, secure messaging, registry reporting, and Meaningful Use certifications. Available as integrated UI and/or data services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Epic Systems: Epic is the dominant EHR vendor for large health systems but is increasingly penetrating the ambulatory market through Community Connect and targeted offerings. It represents the broad incumbent threat to niche SMB EHR players like Criterions.
• Oracle Health (formerly Cerner): Oracle Health offers enterprise-scale EHR and population health solutions, with growing ambulatory offerings. It competes indirectly with Criterions as it expands downstream and through MSSP/REACH programs reaching independent practices.
• Veradigm (Allscripts): Veradigm (formerly Allscripts) provides ambulatory EHR, PM, and analytics across a wide range of practice sizes. It is a broad incumbent competing with Criterions in the SMB ambulatory segment through multiple product lines.

Direct peers

• AdvancedMD: AdvancedMD offers cloud EHR, PM, billing, and patient engagement for small to mid-size practices and billing services. Its vertical integration and SMB/MSO target market make it a directly comparable competitor to Criterions.
• athenahealth: athenahealth provides cloud-based EHR, PM, and revenue cycle management primarily to ambulatory practices of all sizes. Its network-enabled platform and SMB focus make it a direct competitor for Criterions' independent practice target market.
• eClinicalWorks: eClinicalWorks is one of the largest ambulatory EHR/PM vendors in the US, serving small to mid-size independent practices with integrated EHR, PM, billing, and patient engagement — directly overlapping Criterions' core market and product positioning.
• Greenway Health: Greenway Health delivers cloud-based EHR, PM, and revenue cycle solutions to ambulatory practices, particularly in primary care and specialty settings. It is a comparable direct competitor in the SMB integrated EHR/PM category.
• NextGen Healthcare: NextGen offers integrated EHR and PM solutions targeted at ambulatory practices, with a strong specialty footprint. It competes head-to-head with Criterions for small and mid-size medical groups seeking ONC-certified, integrated clinical and billing workflows.
• Tebra (formerly Kareo + PatientPop): Tebra provides an all-in-one cloud platform combining EHR, PM, billing, and patient experience tools specifically designed for independent practices. Its SMB focus and integrated product suite closely mirror Criterions' positioning and customer base.
• Practice Fusion (now part of Veradigm): Practice Fusion, now part of Veradigm (formerly Allscripts), provides cloud-based EHR specifically targeted at small independent practices — directly overlapping Criterions' core SMB EHR market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CriterionsInc
• LinkedInlinkedin.com/company/criterions

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Criterions