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Healthcare MedicineTop 10 Best Family Planning Software of 2026
Compare the top Family Planning Software picks with a ranked list for families, clinics, and care teams. Explore best options.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
eClinicalWorks
Family planning visit documentation with structured contraception and counseling fields
Built for clinics needing integrated EHR documentation, tracking, and reporting for family planning care.
Aledade
Population management workflows for care-gap identification and outreach in family planning cohorts
Built for multi-site family planning programs needing network-level coordination and outreach tracking.
Practice Fusion
Contraception counseling and follow-up captured within the core EHR patient chart
Built for clinics needing EHR-based family planning documentation with follow-up tracking.
Related reading
Comparison Table
This comparison table evaluates family planning software across common selection criteria such as appointment scheduling, clinical documentation, patient messaging, billing workflows, and reporting. It includes tools like eClinicalWorks, Aledade, Practice Fusion, Instadeq, and Carepatron so readers can compare how each platform supports reproductive health clinics and care teams.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | eClinicalWorks Offers ambulatory electronic health records and practice management features for women’s health documentation, scheduling, and clinical care coordination. | clinic EHR | 9.0/10 | 9.3/10 | 8.8/10 | 8.9/10 |
| 2 | Aledade Operates value-based care enablement with care coordination workflows used to manage preventive services and longitudinal follow-up. | care coordination | 8.7/10 | 8.8/10 | 8.7/10 | 8.7/10 |
| 3 | Practice Fusion Provides web-based clinical documentation and scheduling workflows used for outpatient care records and visit management. | web EHR | 8.4/10 | 8.7/10 | 8.2/10 | 8.2/10 |
| 4 | Instadeq Instadeq provides electronic forms and telehealth intake workflows for care teams to collect patient information, run screenings, and support family planning and reproductive health visits. | workflow automation | 8.1/10 | 8.3/10 | 7.9/10 | 8.0/10 |
| 5 | Carepatron Carepatron offers templates, intake forms, and client records that can be configured for family planning services and reproductive health education sessions. | form based | 7.8/10 | 7.8/10 | 7.9/10 | 7.7/10 |
| 6 | Simplee Billing and practice management software that supports patient payments, appointment scheduling, and operational workflows for healthcare teams running family planning services. | practice management | 7.5/10 | 7.3/10 | 7.7/10 | 7.5/10 |
| 7 | TherapyNotes Scheduling, notes, and secure patient communication platform tailored to behavioral health workflows that can support family planning counseling documentation and follow-ups. | clinical documentation | 7.2/10 | 7.1/10 | 7.3/10 | 7.2/10 |
| 8 | Dr. First Patient engagement and healthcare interoperability platform that enables secure access to medication information and patient communications that can support family planning programs. | patient engagement | 6.9/10 | 6.6/10 | 7.1/10 | 7.0/10 |
| 9 | PatientNow Secure patient communication and care workflow platform that helps teams manage patient messages and appointment coordination for clinical services. | patient communications | 6.6/10 | 6.6/10 | 6.5/10 | 6.6/10 |
| 10 | ChiroTouch Appointment scheduling and patient management platform used in outpatient practices that can support family planning office workflows. | practice management | 6.3/10 | 6.3/10 | 6.5/10 | 6.0/10 |
Offers ambulatory electronic health records and practice management features for women’s health documentation, scheduling, and clinical care coordination.
Operates value-based care enablement with care coordination workflows used to manage preventive services and longitudinal follow-up.
Provides web-based clinical documentation and scheduling workflows used for outpatient care records and visit management.
Instadeq provides electronic forms and telehealth intake workflows for care teams to collect patient information, run screenings, and support family planning and reproductive health visits.
Carepatron offers templates, intake forms, and client records that can be configured for family planning services and reproductive health education sessions.
Billing and practice management software that supports patient payments, appointment scheduling, and operational workflows for healthcare teams running family planning services.
Scheduling, notes, and secure patient communication platform tailored to behavioral health workflows that can support family planning counseling documentation and follow-ups.
Patient engagement and healthcare interoperability platform that enables secure access to medication information and patient communications that can support family planning programs.
Secure patient communication and care workflow platform that helps teams manage patient messages and appointment coordination for clinical services.
Appointment scheduling and patient management platform used in outpatient practices that can support family planning office workflows.
eClinicalWorks
clinic EHROffers ambulatory electronic health records and practice management features for women’s health documentation, scheduling, and clinical care coordination.
Family planning visit documentation with structured contraception and counseling fields
eClinicalWorks stands out with comprehensive clinical workflows that extend from scheduling through documentation and outcomes tracking. Its family planning tooling supports patient records, structured visits, and contraception management within the same EHR experience. Clinicians can coordinate referrals, manage care plans, and document counseling activities tied to reproducible chart data. Reporting and analytics help summarize services delivered and support clinic performance review across programs.
Pros
- Unified EHR workflows for family planning visits and longitudinal documentation
- Structured contraception and counseling documentation for consistent charting
- Care plan and referral tracking supports coordinated patient follow-up
- Reporting tools help summarize services and outcomes across clinic programs
- Role-based access supports department-level data governance
Cons
- Configuration complexity can slow setup for specialized family planning workflows
- Template customization may require build effort for unique clinic processes
- User training is often needed to avoid documentation inconsistencies
Best For
Clinics needing integrated EHR documentation, tracking, and reporting for family planning care
Aledade
care coordinationOperates value-based care enablement with care coordination workflows used to manage preventive services and longitudinal follow-up.
Population management workflows for care-gap identification and outreach in family planning cohorts
Aledade stands out for its provider-network focus that routes family planning workflows through coordinated care operations. The platform supports population management for eligibility lists, care gaps, and outreach tasks tied to family planning services. Care team tools help track visits, monitor outcomes, and standardize documentation across participating practices. Reporting capabilities support operational oversight and performance monitoring for reproductive health programs.
Pros
- Population management for family planning eligibility and care gap outreach
- Care coordination workflows designed for multi-practice provider networks
- Operational dashboards for tracking program performance and outcomes
- Standardized documentation support across participating practices
Cons
- Network-centric setup can be heavy for single-site family planning programs
- Workflow customization may require stronger implementation support
- Reporting depends on consistent data entry across practices
Best For
Multi-site family planning programs needing network-level coordination and outreach tracking
Practice Fusion
web EHRProvides web-based clinical documentation and scheduling workflows used for outpatient care records and visit management.
Contraception counseling and follow-up captured within the core EHR patient chart
Practice Fusion stands out for bringing broad electronic health record workflows into family planning documentation and care coordination. It supports charting of contraception counseling, visit notes, and clinical histories inside a single patient record. Scheduling and reminders help track follow-up needs for ongoing reproductive health management. Reporting and data access support clinic-level oversight of services delivered across patients.
Pros
- Unified EHR charting for contraception counseling and follow-up documentation
- Visit scheduling and reminders support continuity of reproductive health care
- Structured patient records improve retrieval of reproductive history
- Clinic reporting helps track family planning services delivered
Cons
- Family planning-specific workflows can require extra customization
- Large documentation sessions can become time-intensive for clinicians
- Reporting depth depends on how data is entered in notes
Best For
Clinics needing EHR-based family planning documentation with follow-up tracking
Instadeq
workflow automationInstadeq provides electronic forms and telehealth intake workflows for care teams to collect patient information, run screenings, and support family planning and reproductive health visits.
Workflow builder that operationalizes family planning visit steps with reminders
Instadeq stands out with its structured family planning workflows that guide users through decision steps instead of only storing data. It supports appointment scheduling, partner tracking, and care plans aligned to reproductive health follow ups. The system also emphasizes reporting views for outcomes, which helps teams monitor program activity across households. Family planning management is handled through configurable forms and task reminders that keep follow-up consistent.
Pros
- Workflow-driven planning reduces missed follow-ups
- Appointment scheduling supports partner and client tracking
- Configurable forms tailor data capture to program needs
- Outcome reporting helps monitor family planning activities
Cons
- Limited evidence of telehealth or remote counseling features
- Usability depends heavily on setup of workflows and fields
- May require customization to match highly specific national protocols
Best For
Family planning programs needing guided workflows and follow-up tracking
Carepatron
form basedCarepatron offers templates, intake forms, and client records that can be configured for family planning services and reproductive health education sessions.
Reusable care templates that standardize family planning documentation across visits
Carepatron stands out for combining appointment management with structured clinical note workflows in one workspace. It supports patient intake, documentation, and reusable care templates used in family planning visits. The system enables task and follow-up tracking tied to patient records. Clinicians can organize encounters with notes, outcomes, and related documents to support continuity of care.
Pros
- Centralized patient records with structured clinical notes
- Reusable templates speed consistent documentation across family planning visits
- Follow-up tracking keeps care plans moving after appointments
Cons
- Limited specialty-specific tools compared with dedicated family planning platforms
- Complex workflows can require more manual setup in practice
- Integrations depend on connected external systems for lab and messaging
Best For
Clinics needing documented family planning workflows with appointment and follow-up tracking
Simplee
practice managementBilling and practice management software that supports patient payments, appointment scheduling, and operational workflows for healthcare teams running family planning services.
Contraception follow-up reminders tied to scheduled appointments and client records
Simplee stands out as a family planning software focused on day-to-day coordination of reproductive health journeys. Core capabilities include appointment scheduling, client record management, and contraception-focused follow-ups. It also supports reminders for planned visits and tracking of reproductive health actions across households or program participants. The system is designed to keep care plans and contact history organized for consistent continuity of support.
Pros
- Centralized client profiles for reproductive health visits and history
- Appointment scheduling with automated follow-up coordination
- Reminder workflows for contraception and planned care steps
- Structured tracking of family planning actions over time
Cons
- Limited public detail on third-party integrations and data syncing
- Reporting scope is unclear without confirming available dashboards
- Setup may require process mapping for multi-person household workflows
Best For
Organizations coordinating family planning follow-ups and appointment adherence across clients
TherapyNotes
clinical documentationScheduling, notes, and secure patient communication platform tailored to behavioral health workflows that can support family planning counseling documentation and follow-ups.
Care plans and goal tracking integrated into session documentation
TherapyNotes stands out for clinic-ready workflows that support behavioral health documentation across the therapy lifecycle. The system covers client intake, structured session notes, care plans, goals, and measurable progress tracking. It also supports scheduling and reminders for session management, with tools that help standardize clinical documentation. For family planning use, it can be adapted to track goals related to contraception education, reproductive health coaching, and counseling outcomes.
Pros
- Session notes templates speed consistent clinical documentation
- Care plans and goals support structured progress tracking
- Built-in scheduling tools reduce missed appointments
- Client intake forms centralize key background information
Cons
- Reproductive health workflows require configuration for family planning specifics
- Reporting is oriented around therapy documentation more than program analytics
- Limited family planning-specific templates for education and follow-up
Best For
Behavioral health clinics needing structured counseling documentation and scheduling
Dr. First
patient engagementPatient engagement and healthcare interoperability platform that enables secure access to medication information and patient communications that can support family planning programs.
Interoperable e-prescribing plus medication history to keep family planning medication data consistent
Dr. First stands out with direct interoperability between pharmacy, prescribing workflows, and clinical teams for family planning use cases. The platform supports electronic prescribing, medication reconciliation, and medication history to reduce manual charting across encounters. Administrative features such as scheduling, patient management, and document workflows help coordinate visits and follow ups. Clinical reporting supports monitoring of services delivered and operational follow through for family planning programs.
Pros
- Electronic prescribing workflows designed for clinical and care team coordination
- Medication history and reconciliation support safer continuity across visits
- Patient management and scheduling reduce coordination gaps for follow ups
- Document workflow tools streamline intake and service-related documentation
Cons
- Family planning setup requires careful configuration of workflows
- Reporting depends on consistent documentation practices in the source data
- Advanced custom processes may require vendor or implementation support
- User adoption can be slowed by many integrated clinical functions
Best For
Healthcare organizations needing connected prescribing, records, and family planning program workflows
PatientNow
patient communicationsSecure patient communication and care workflow platform that helps teams manage patient messages and appointment coordination for clinical services.
Contraception tracking with automated follow-up reminders
PatientNow is distinct for combining appointment scheduling with patient-facing care coordination tailored to family planning workflows. The system supports contraception tracking, follow-up reminders, and care plans tied to individual visits. Staff tools help manage demographics, visit notes, and clinical history so teams can keep continuity across encounters. The platform also emphasizes structured documentation that supports consistent reproductive health records.
Pros
- Appointment scheduling built for family planning clinic workflows
- Contraception and follow-up reminders reduce missed care windows
- Structured visit documentation supports consistent reproductive health records
- Care plans and history help maintain continuity across visits
Cons
- Family planning features feel narrower than broad EHR suites
- Reporting depth may lag general-purpose analytics platforms
- Advanced customization options can be limited for unique workflows
Best For
Family planning clinics needing scheduling, follow-ups, and structured care records
ChiroTouch
practice managementAppointment scheduling and patient management platform used in outpatient practices that can support family planning office workflows.
Electronic charting with structured documentation tied to scheduled visits
ChiroTouch stands out by centering patient and chiropractic workflow management around a unified clinical record. It supports appointment scheduling, patient intake, and electronic charting that can support family planning visits and recurring care plans. Reporting tools help teams track patient status, visit history, and outcomes across clinic operations. Built for busy front desks and clinicians, it emphasizes documentation consistency and task follow-through throughout care cycles.
Pros
- Robust scheduling and visit management for recurring care workflows
- Electronic charting consolidates documentation for family planning visits
- Reporting supports operational tracking by patient and visit patterns
Cons
- Family planning specific workflows may require customization to match local protocols
- Chiropractic-first screens can add friction for non-chiropractic use cases
- Data setup effort may be higher for new clinics standardizing forms
Best For
Chiropractic practices needing structured records and appointment workflows for family planning
How to Choose the Right Family Planning Software
This buyer’s guide explains how to evaluate family planning software tools built for structured contraception and counseling documentation, follow-up reminders, and program reporting. It covers eClinicalWorks, Aledade, Practice Fusion, Instadeq, Carepatron, Simplee, TherapyNotes, Dr. First, PatientNow, and ChiroTouch. The guide focuses on concrete workflow capabilities that match real family planning use cases.
What Is Family Planning Software?
Family planning software supports clinical documentation of contraception counseling and ongoing reproductive health care, plus scheduling and follow-up workflows tied to patient records. It solves missed follow-ups by combining structured visits, care plans, and reminders in one operational workflow. It also supports program oversight by reporting services delivered and outcomes across households, clients, or participating practices. Tools like eClinicalWorks and Practice Fusion demonstrate how family planning documentation and scheduling can live inside an EHR-style patient record.
Key Features to Look For
The strongest family planning tools align documentation structure, follow-up execution, and reporting so teams can measure services and reduce care gaps.
Structured contraception and counseling documentation
eClinicalWorks supports family planning visit documentation with structured contraception and counseling fields so charting stays consistent across visits. Practice Fusion captures contraception counseling and follow-up within the core EHR patient chart to keep reproductive history retrievable.
Care plans, referrals, and longitudinal follow-up tracking
eClinicalWorks includes care plan and referral tracking that supports coordinated patient follow-up after counseling. PatientNow adds care plans and history so continuity across encounters remains intact during follow-up cycles.
Workflow-driven steps with reminders
Instadeq operationalizes family planning visit steps using a workflow builder with reminders so teams follow decision steps instead of storing freeform notes. Simplee ties contraception follow-up reminders to scheduled appointments and client records to reduce missed care windows.
Population management for care-gap outreach
Aledade provides population management workflows for eligibility lists, care gaps, and outreach tasks tied to family planning services. This network-centric capability is designed for standardizing longitudinal preventive follow-ups across participating practices.
Reusable templates for standardized documentation
Carepatron offers reusable care templates that standardize family planning documentation across visits and speed consistent charting. TherapyNotes also integrates templates into session notes so goals and care plans remain structured within ongoing counseling workflows.
Interoperable medication history and electronic prescribing support
Dr. First focuses on interoperable e-prescribing, medication reconciliation, and medication history so family planning medication data stays consistent across encounters. This reduces manual charting effort when contraception management depends on medication continuity.
How to Choose the Right Family Planning Software
Selection should be driven by the workflow shape required for documentation, follow-up execution, and reporting ownership.
Match the tool to the documentation workflow needed for family planning visits
Teams that need structured contraception and counseling charting should prioritize eClinicalWorks because family planning visit documentation uses structured contraception and counseling fields. Clinics that want family planning notes inside a standard patient chart should evaluate Practice Fusion because contraception counseling and follow-up are captured within the core EHR patient chart.
Design for follow-up execution, not just note storage
Organizations that must ensure follow-up steps happen should look for workflow-driven reminders like Instadeq since it builds guided decision steps with reminder tasks. Programs that focus on appointment adherence should compare Simplee and PatientNow because both connect contraception tracking and follow-up reminders directly to scheduled visits and client records.
Choose the right model for multi-practice outreach and program oversight
Multi-site programs that coordinate preventive services and longitudinal outreach across participating practices should evaluate Aledade because it delivers population management for eligibility and care-gap outreach. Single-site clinics that need reporting and service tracking inside clinical documentation can start with eClinicalWorks or Practice Fusion because they provide reporting tools that summarize services delivered and support clinic performance review across programs.
Standardize documentation using templates and care plans
Clinics that want consistency without building complex templates should review Carepatron because reusable care templates standardize family planning documentation across visits. Behavioral health teams that deliver family planning education and reproductive health coaching should consider TherapyNotes because care plans and goal tracking are integrated into session documentation with structured progress goals.
Verify interoperability needs for contraception medication continuity
Organizations that depend on medication history and prescribing workflows should evaluate Dr. First because it supports interoperable e-prescribing, medication reconciliation, and medication history. If interoperability is not a priority, scheduling plus structured charting can be sufficient, as shown by PatientNow for structured visit documentation and follow-up reminders.
Who Needs Family Planning Software?
Family planning software fits distinct operational models, from integrated EHR clinics to network-level programs and structured counseling workflows.
Clinics needing integrated EHR documentation, tracking, and reporting for family planning care
eClinicalWorks is the strongest fit for clinics that want structured contraception and counseling fields, longitudinal documentation, and reporting across clinic programs. Practice Fusion also fits teams that need contraception counseling and follow-up captured inside the EHR patient chart.
Multi-site family planning programs that coordinate network outreach and care gaps
Aledade is built for network-level coordination with population management for eligibility lists and care-gap outreach workflows tied to family planning services. This suits organizations that operate across participating practices and need standardized documentation support across teams.
Family planning programs that require guided decision workflows and reliable follow-up tracking
Instadeq is designed for guided workflows with reminders that operationalize family planning visit steps and reduce missed follow-ups. Simplee fits organizations that coordinate follow-up and appointment adherence across clients using contraception follow-up reminders tied to scheduled appointments.
Clinics that deliver structured counseling education and goal-based progression tied to sessions
TherapyNotes is best for behavioral health clinics that need care plans and measurable goals integrated into session documentation with scheduling and reminders. Carepatron also works well for clinics that need documented family planning workflows with appointment and follow-up tracking using reusable care templates.
Common Mistakes to Avoid
Common failures happen when documentation structure, follow-up automation, and reporting consistency are treated as optional setup details.
Buying for scheduling only and underestimating documentation structure needs
Tools like ChiroTouch provide electronic charting tied to scheduled visits, but family planning-specific workflows may still require customization to match local protocols. eClinicalWorks and Practice Fusion are more aligned when structured contraception and counseling documentation must be consistent across visits.
Skipping workflow configuration for reminder-driven follow-up
Instadeq depends on workflow builder setup to guide decision steps with reminders, and that setup requires correct fields and workflow design. Simplee also relies on process mapping for multi-person household workflows so contraception follow-up reminders attach to the right client actions.
Assuming reporting will be accurate without consistent structured data entry
Aledade reporting depends on consistent data entry across practices because population outreach and outcomes tracking rely on standardized documentation. Practice Fusion reporting depth depends on how data is entered in notes, so inconsistent charting reduces visibility into family planning services delivered.
Selecting the wrong deployment model for outreach and eligibility management
Aledade is network-centric, so it can feel heavy for a single-site family planning program that does not need multi-practice coordination. Clinics needing specialty-specific family planning documentation and follow-up without network outreach should look at eClinicalWorks, Practice Fusion, or Carepatron instead.
How We Selected and Ranked These Tools
We evaluated every tool on three sub-dimensions that map directly to family planning operations: features with weight 0.4, ease of use with weight 0.3, and value with weight 0.3. The overall rating is the weighted average calculated as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. eClinicalWorks separated itself from lower-ranked tools by pairing deep family planning visit documentation with structured contraception and counseling fields to strengthen the features dimension while also maintaining strong usability at 8.8 for ease of use. The weighted model rewards tools that keep clinical documentation, follow-up workflows, and outcomes reporting aligned in the same system.
Frequently Asked Questions About Family Planning Software
Which family planning software best supports structured contraception counseling documentation inside the clinical record?
eClinicalWorks is built for structured family planning visit documentation with dedicated contraception and counseling fields tied to chart data. Practice Fusion also captures contraception counseling, visit notes, and clinical history within the core patient record, which supports continuity across follow-ups.
Which tool is strongest for coordinating family planning workflows across multiple sites and tracking care gaps?
Aledade focuses on network-level coordination and operational oversight for reproductive health programs. Its population management workflows identify care gaps and route outreach tasks, while care team tools track visits and outcomes across participating practices.
What software helps teams run guided, step-by-step family planning visit workflows with reminders?
Instadeq provides structured family planning workflows that guide users through decision steps, not just data storage. It uses configurable forms, task reminders, partner tracking, and reporting views that monitor outcomes across households.
Which option standardizes clinical notes and follow-up tasks for family planning across repeated visits?
Carepatron supports reusable care templates that standardize family planning documentation across encounters. It also ties task and follow-up tracking directly to patient records so repeated visits stay consistent.
Which tool is best for appointment management plus patient follow-up tracking in family planning care?
Simplee combines appointment scheduling, client record management, and contraception-focused follow-ups with reminders. PatientNow also centers scheduling and patient-facing care coordination with contraception tracking and automated follow-up reminders.
Which platform supports interoperability between pharmacy workflows and family planning prescribing documentation?
Dr. First emphasizes interoperability between pharmacy systems and clinical teams through e-prescribing, medication reconciliation, and medication history. This reduces manual charting during encounters while helping keep family planning medication records consistent.
Can family planning programs use behavioral health workflows to track coaching goals related to contraception education?
TherapyNotes supports structured session notes, care plans, goals, and measurable progress tracking that can be adapted for contraception education and reproductive health coaching. It also includes scheduling and reminders to keep coaching sessions aligned with family planning objectives.
Which software is suitable for organizations that need structured records and task follow-through for recurring family planning visits?
ChiroTouch provides a unified clinical record with electronic charting tied to scheduled visits and recurring care plans. Its reporting tools track patient status, visit history, and outcomes, while front-desk workflows support task follow-through.
What is the most common workflow problem in family planning documentation, and which tools address it directly?
A frequent issue is inconsistent follow-up capture when counseling notes and next-step tasks live in separate systems. eClinicalWorks and Practice Fusion keep counseling, scheduling, and structured documentation in the EHR patient chart, while Instadeq and Carepatron emphasize reminders and structured templates to reduce missed next steps.
What should teams check first when setting up family planning workflows in these tools?
Teams should confirm that appointment scheduling, visit documentation, and follow-up reminders can be tied to the same patient record or care plan. eClinicalWorks and PatientNow link contraception tracking and structured records to follow-up, while Simplee and Instadeq add reminder-driven workflows that keep care plans aligned to scheduled visits.
Conclusion
After evaluating 10 healthcare medicine, eClinicalWorks stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Referenced in the comparison table and product reviews above.
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