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Healthcare MedicineTop 9 Best Health Care Case Management Software of 2026
Discover the top 10 health care case management software solutions to streamline your practice. Compare features and choose the best fit now.
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 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Epic Systems
Configurable workflow building using Epic’s native tools tied directly to the clinical record
Built for large health systems needing EHR-native case management with tight clinical integration.
Oracle Health (Oracle Health Management Systems)
Configurable care coordination workflows integrated with Oracle enterprise data
Built for large health systems standardizing case management across departments.
Axxess
Care management workflow support built to operate alongside Axxess electronic documentation and operational processes
Built for post-acute and home health teams needing end-to-end case management workflows.
Comparison Table
This comparison table benchmarks health care case management software across major vendors including Epic Systems, Oracle Health Management Systems, Axxess, WellSky, and Redox. You will compare core care coordination capabilities, integration options, interoperability and data exchange approaches, and practical fit for different provider workflows.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Epic Systems Epic supports healthcare case management workflows through its clinical and administrative platform with documentation, coordination tools, and integrated patient records. | hospital suite | 9.1/10 | 9.4/10 | 7.8/10 | 7.2/10 |
| 2 | Oracle Health (Oracle Health Management Systems) Oracle Health provides healthcare case and care coordination capabilities through enterprise software modules integrated with clinical, operational, and analytics workflows. | enterprise suite | 8.0/10 | 8.6/10 | 7.2/10 | 7.4/10 |
| 3 | Axxess Axxess delivers home health and behavioral health case management workflows with care documentation, visit tracking, and task management. | home health | 8.1/10 | 8.6/10 | 7.4/10 | 7.9/10 |
| 4 | WellSky WellSky supports care coordination and case management for community and provider organizations with workflow tools and service documentation. | care coordination | 8.0/10 | 8.4/10 | 7.3/10 | 7.6/10 |
| 5 | Redox Redox is an interoperability platform that connects case management systems to electronic health records and payer systems to move care and eligibility data needed for case workflows. | API integration | 8.2/10 | 8.7/10 | 7.2/10 | 7.9/10 |
| 6 | Commure Commure provides health data integration and analytics for care coordination use cases that support case management operations with connected data flows. | care analytics | 7.4/10 | 8.0/10 | 7.1/10 | 7.0/10 |
| 7 | monday.com monday.com enables case management workflow tracking with customizable boards, automation, approvals, and dashboards for care coordination teams. | workflow management | 7.6/10 | 7.8/10 | 8.4/10 | 7.1/10 |
| 8 | ServiceNow for Healthcare ServiceNow healthcare workflows manage case intake, assignment, and service requests with automation and reporting across care operations. | enterprise workflow | 8.3/10 | 8.8/10 | 7.4/10 | 7.6/10 |
| 9 | Kareo Clinical Kareo Clinical supports outpatient care documentation and coordination workflows that can be used to run operational case management processes. | practice management | 7.4/10 | 7.8/10 | 6.9/10 | 7.2/10 |
Epic supports healthcare case management workflows through its clinical and administrative platform with documentation, coordination tools, and integrated patient records.
Oracle Health provides healthcare case and care coordination capabilities through enterprise software modules integrated with clinical, operational, and analytics workflows.
Axxess delivers home health and behavioral health case management workflows with care documentation, visit tracking, and task management.
WellSky supports care coordination and case management for community and provider organizations with workflow tools and service documentation.
Redox is an interoperability platform that connects case management systems to electronic health records and payer systems to move care and eligibility data needed for case workflows.
Commure provides health data integration and analytics for care coordination use cases that support case management operations with connected data flows.
monday.com enables case management workflow tracking with customizable boards, automation, approvals, and dashboards for care coordination teams.
ServiceNow healthcare workflows manage case intake, assignment, and service requests with automation and reporting across care operations.
Kareo Clinical supports outpatient care documentation and coordination workflows that can be used to run operational case management processes.
Epic Systems
hospital suiteEpic supports healthcare case management workflows through its clinical and administrative platform with documentation, coordination tools, and integrated patient records.
Configurable workflow building using Epic’s native tools tied directly to the clinical record
Epic Systems stands out for building end-to-end care management workflows inside a fully integrated EHR ecosystem rather than as a standalone case tool. Its core case management capabilities map closely to clinical operations with configurable workflows, encounter documentation, and interdisciplinary coordination. Epic also supports robust analytics for care processes and outcomes tracking across connected modules. For case management teams, the practical value comes from shared data models, shared security controls, and workflow automation driven by the same patient record.
Pros
- Tightly integrated case management workflows inside a comprehensive EHR
- Strong interoperability across Epic modules using shared patient data
- Configurable workflow automation for interdisciplinary care coordination
Cons
- High implementation effort with significant configuration and training
- Costs and contracting model typically suit large health systems
- Less suited for teams needing a lightweight, standalone case tool
Best For
Large health systems needing EHR-native case management with tight clinical integration
Oracle Health (Oracle Health Management Systems)
enterprise suiteOracle Health provides healthcare case and care coordination capabilities through enterprise software modules integrated with clinical, operational, and analytics workflows.
Configurable care coordination workflows integrated with Oracle enterprise data
Oracle Health Management Systems stands out for strong enterprise integration and governance from the Oracle ecosystem. It supports case management workflows tied to clinical operations using configurable processes and rule-driven routing. Core capabilities include electronic documentation, task management, care coordination workflows, and reporting for operational oversight. The solution is most effective where organizations already use Oracle platforms and need standardized processes across multiple departments.
Pros
- Deep integration with Oracle health and enterprise systems
- Configurable workflow orchestration for clinical care coordination
- Robust reporting for operational monitoring and analytics
- Enterprise-grade security and access controls for sensitive data
Cons
- Implementation typically requires significant configuration and IT involvement
- User experience can feel complex for frontline case managers
- Licensing and rollout costs can be high for smaller teams
- Workflow customization can slow down without dedicated admin support
Best For
Large health systems standardizing case management across departments
Axxess
home healthAxxess delivers home health and behavioral health case management workflows with care documentation, visit tracking, and task management.
Care management workflow support built to operate alongside Axxess electronic documentation and operational processes
Axxess stands out for delivering healthcare case management workflows tightly integrated with broader post-acute and home health operations. The platform supports care coordination tasks, documentation, and referral-style workflows aimed at managing patients across episodes of care. It also includes analytics and operational reporting that help teams track workflow throughput and outcomes tied to case management activity. Implementation typically aligns with organizations already running Axxess-aligned electronic workflows rather than offering a standalone, lightweight case management tool.
Pros
- Integrated healthcare workflows that reduce handoff gaps across departments
- Robust documentation tools for consistent case notes and care coordination
- Operational reporting supports tracking case activity and performance trends
- Workflow controls help enforce standardized steps across care teams
Cons
- Setup can be heavier than standalone case management tools
- UI complexity increases for teams not using the broader Axxess suite
- Customization requires configuration work that can slow early rollout
- Cost can be higher for organizations needing only basic case management
Best For
Post-acute and home health teams needing end-to-end case management workflows
WellSky
care coordinationWellSky supports care coordination and case management for community and provider organizations with workflow tools and service documentation.
Care coordination workflow engine that drives tasks, documentation, and referrals across case lifecycles
WellSky stands out for combining health plan style workflows with case management operations for home and community programs. It supports care coordination workflows, tasking, and documentation that case managers use across ongoing episodes. The suite also includes payer and provider oriented tools like referrals and eligibility driven processes that align case work to member needs. Strong alignment to care management operations is a core theme, but the breadth can add configuration and integration work for smaller teams.
Pros
- Care coordination workflows support structured case management across episodes
- Documentation and tasking tools keep work aligned to member needs
- Integration friendly capabilities fit programs that span payer and provider stakeholders
Cons
- Setup and configuration effort can be heavy for smaller case management teams
- User experience can feel complex when using many modules together
- Best value depends on adopting broader platform capabilities
Best For
Health plans and provider networks managing complex case coordination workflows
Redox
API integrationRedox is an interoperability platform that connects case management systems to electronic health records and payer systems to move care and eligibility data needed for case workflows.
Real-time FHIR connectivity and routing for clinical events between EHRs and connected apps
Redox stands out for healthcare data connectivity built around real-time interoperability between EHRs and downstream systems. It supports FHIR-based integration and provides message routing for common clinical and administrative workflows. For case management, Redox accelerates data intake and updates by handling the technical layer of patient, encounter, and clinical event synchronization. It focuses less on case management user workflows and more on reliable data movement that case management apps depend on.
Pros
- Strong FHIR and EHR integration for reliable patient data synchronization
- Real-time event routing supports timely case updates
- Reduces integration work for case management apps and care coordination tools
Cons
- Case management workflows are not the primary product
- Requires engineering resources to build and maintain integrations
- Value depends on having downstream systems that can use streamed data
Best For
Teams integrating case management with EHRs using real-time data exchange
Commure
care analyticsCommure provides health data integration and analytics for care coordination use cases that support case management operations with connected data flows.
Configurable workflow automation for healthcare intake, triage, routing, and case task management
Commure focuses on workflow automation for healthcare case management, with a strong emphasis on intake, triage, task routing, and status tracking. It provides configurable case management workflows that support multidisciplinary teams handling referrals, eligibility steps, and ongoing follow-ups. The platform includes reporting and audit-ready activity visibility to help teams monitor throughput and outcomes across cases.
Pros
- Configurable case workflows support intake, triage, routing, and follow-ups
- Task ownership and case status tracking improves operational visibility
- Reporting supports monitoring throughput and activity trends for cases
Cons
- Implementation effort can be significant for complex, custom workflows
- User experience can feel rigid when processes do not match built patterns
- Limited depth for advanced clinical documentation workflows
Best For
Healthcare case management teams needing configurable workflow automation and reporting
monday.com
workflow managementmonday.com enables case management workflow tracking with customizable boards, automation, approvals, and dashboards for care coordination teams.
Workflow automation with triggers based on status changes and field updates
monday.com stands out for visual workflow configuration that adapts quickly to case management stages without heavy setup. Health teams can manage intake, eligibility, assignments, documents, and deadlines using configurable boards, status columns, and automated notifications. The platform also supports multi-team collaboration with dashboards, reporting views, and role-based permissions. Integrations with common productivity tools enable tracking work from request to closure.
Pros
- Visual boards model case stages, statuses, owners, and SLAs without coding
- Automation rules trigger tasks and alerts from status and field changes
- Dashboards and reports provide real-time case volume and throughput visibility
- Flexible permissions support different access levels across roles and teams
- Connectors sync data with tools used for intake, email, and scheduling
Cons
- Healthcare-specific compliance workflows require careful configuration
- Document handling relies on connected storage and board attachments
- Complex case hierarchies can require multiple boards and linking
- Automation complexity can slow down maintenance as processes expand
Best For
Teams needing customizable visual case workflows and reporting without custom builds
ServiceNow for Healthcare
enterprise workflowServiceNow healthcare workflows manage case intake, assignment, and service requests with automation and reporting across care operations.
Service Management case workflows with SLA tracking and approval-driven process orchestration
ServiceNow for Healthcare stands out with enterprise-grade workflow automation built on a configurable case management foundation. It supports intake, triage, task assignment, and case tracking through workflow design, approvals, and service request orchestration. It also integrates with other enterprise systems using built-in integration patterns and automated notifications. Strong data governance and auditability are practical for healthcare operations that require traceable case activity.
Pros
- Configurable case workflows with approvals and automated task routing
- Enterprise integration patterns support connecting to clinical and operations systems
- Robust audit trails and governance for regulated healthcare processes
- Strong reporting for case status, SLA performance, and workload visibility
Cons
- Implementation often requires substantial configuration and platform expertise
- Licensing and deployment complexity can raise total cost for smaller teams
- Out-of-the-box healthcare case forms may require customization for fit
Best For
Large healthcare operations needing configurable case workflows and SLA governance
Kareo Clinical
practice managementKareo Clinical supports outpatient care documentation and coordination workflows that can be used to run operational case management processes.
Integrated clinical documentation workflows that tie assessment and follow-up to care plans
Kareo Clinical stands out for combining care management workflow with clinical documentation tools designed for ambulatory practices. It supports structured intake, assessment, and follow-up documentation tied to care plans and visit notes. The solution also includes reporting that can track key case management activities across patients and programs. Implementation depth can feel heavier than lightweight case management tools for smaller teams.
Pros
- Clinical documentation and care workflows stay connected to case activity
- Reporting supports monitoring care progress across patients and programs
- Designed for healthcare practice use with configurable clinical data capture
Cons
- Workflow setup can take time for teams new to clinical systems
- Case management views can feel less tailored than dedicated case management platforms
- User experience depends heavily on configuration choices and templates
Best For
Ambulatory practices running structured care plans and documentation-heavy case management
Conclusion
After evaluating 9 healthcare medicine, Epic Systems 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.
How to Choose the Right Health Care Case Management Software
This buyer’s guide explains how to evaluate health care case management software using tools that cover EHR-native workflows, enterprise care coordination, home health execution, interoperability, workflow automation, and healthcare service orchestration. You will see practical selection guidance for Epic Systems, Oracle Health Management Systems, Axxess, WellSky, Redox, Commure, monday.com, ServiceNow for Healthcare, Kareo Clinical, and the other tools in this category. Use it to match case workflow requirements to the right platform behavior, user experience, and integration approach.
What Is Health Care Case Management Software?
Health care case management software coordinates patient and member workflows across intake, documentation, task assignment, care coordination, and follow-up. It reduces handoff gaps by enforcing standardized workflow steps while tracking case status and workload through audit-ready activity visibility. Organizations use these systems for post-acute episodes, home and community programs, ambulatory care plans, and enterprise care coordination across departments. For example, Epic Systems builds case management workflows inside an EHR with configurable workflow automation tied directly to the clinical record, while monday.com uses customizable boards and status-driven automation for case stages, owners, and SLAs.
Key Features to Look For
The right feature set determines whether your case managers get usable workflows, whether your teams can enforce clinical and operational standards, and whether your integration strategy keeps case data accurate.
EHR-native configurable workflows tied to the clinical record
Epic Systems excels when your case management needs must live inside a shared clinical context with encounter documentation and interdisciplinary coordination. Its configurable workflow building uses Epic’s native tools tied directly to the clinical record, which keeps case steps synchronized with the patient’s documented care.
Enterprise workflow orchestration with rule-driven routing and governance
Oracle Health Management Systems delivers configurable care coordination workflows integrated with Oracle enterprise data using rule-driven routing. ServiceNow for Healthcare adds enterprise-grade workflow design with approvals, automated task routing, robust audit trails, and SLA performance reporting for regulated care processes.
Case intake, triage, routing, and follow-up task management
Commure is built around configurable workflow automation for healthcare intake, triage, routing, and case task management with ownership and case status tracking. monday.com supports intake to closure with workflow automation that triggers tasks and alerts when status changes or fields update.
Care coordination workflows that drive tasks, documentation, and referrals across episodes
WellSky provides a care coordination workflow engine that drives tasks, documentation, and referrals across case lifecycles. Axxess supports home health and behavioral health case management workflows with care coordination tasks and documentation that align to ongoing episodes of care.
Real-time clinical event synchronization via FHIR integration
Redox focuses on healthcare data connectivity with real-time FHIR connectivity and routing for clinical events between EHRs and connected apps. This matters when case management depends on timely updates for patient, encounter, and clinical events rather than manual data entry.
Clinical documentation workflows tied to assessments and follow-up care plans
Kareo Clinical stands out for structured intake and clinical documentation that ties assessment and follow-up to care plans and visit notes. Epic Systems also supports interdisciplinary coordination and encounter documentation tied to case workflows, which reduces duplication between case notes and clinical documentation.
How to Choose the Right Health Care Case Management Software
Pick a tool by matching your workflow ownership model and integration needs to how the platform actually runs intake, tasks, documentation, referrals, and status reporting.
Map your case workflow stages to what the product can automate
List your real case stages for intake, triage, eligibility or authorization steps, assignment, documentation, follow-up, and closure. Commure supports intake, triage, routing, and follow-ups with configurable workflow automation and case status tracking, while monday.com models stages using visual boards and automations that trigger on status and field changes.
Decide where your system of record should live: EHR, enterprise suite, or workflow platform
If your case documentation must be native to an EHR encounter context, Epic Systems is designed for configurable case management workflows inside its integrated clinical and administrative platform. If your organization standardizes workflows across departments using Oracle systems, Oracle Health Management Systems supports case workflows with configurable processes and enterprise governance.
Validate how referrals, episode transitions, and post-acute coordination are handled
For home health and behavioral health operations, Axxess supports workflows that operate alongside Axxess electronic documentation and operational processes. For community and provider programs with payer-style needs like referrals and eligibility driven processes, WellSky provides workflow support that drives tasks, documentation, and referrals across case lifecycles.
Plan your integration path for timely patient and eligibility data
If you need real-time clinical event synchronization between EHRs and downstream case tools, Redox provides real-time FHIR connectivity and event routing. If you need workflow and service orchestration with enterprise connectivity patterns and audit trails, ServiceNow for Healthcare supports case intake and assignment orchestration with robust reporting and integration patterns.
Confirm documentation depth for your care model and clinical responsibilities
If your teams must capture structured assessment and tie follow-up to care plans and visit notes, Kareo Clinical is designed to connect clinical documentation workflows to care plans and case activity. If your case managers rely on interdisciplinary care coordination and encounter documentation in one system, Epic Systems and Oracle Health Management Systems align case workflows to clinical operations and documentation.
Who Needs Health Care Case Management Software?
Different platforms match different care delivery models based on how they execute workflows, documentation, coordination, and integration in day-to-day operations.
Large health systems that need case management inside an EHR
Epic Systems fits when your organization wants configurable workflow automation tied directly to the clinical record with shared security controls and interoperability across Epic modules. Choose it when case management depends on the same patient data model used by clinical teams for encounter documentation and interdisciplinary coordination.
Large health systems standardizing case workflows across departments in an enterprise suite
Oracle Health Management Systems is a strong match when you need standardized processes across departments using configurable workflows and rule-driven routing. It also supports enterprise-grade security and access controls that align with operational governance for regulated care coordination.
Post-acute and home health organizations running episode-based coordination
Axxess is built for home health and behavioral health case management workflows with documentation, visit tracking workflows, and care coordination tasks across episodes of care. WellSky is a strong fit when coordination must include referrals and eligibility driven processes for member needs across payer and provider stakeholders.
Ambulatory practices that must tie case activity to structured clinical documentation and care plans
Kareo Clinical is the best match when care management requires integrated intake and clinical documentation that ties assessment and follow-up to care plans and visit notes. It also provides reporting that tracks key case management activities across patients and programs.
Common Mistakes to Avoid
These pitfalls appear repeatedly across platforms when teams pick tools without aligning workflow automation depth, clinical documentation expectations, and integration scope.
Buying a standalone case tool when your documentation must be native to clinical encounters
Teams that need encounter documentation and interdisciplinary coordination inside a single patient record should avoid a purely board-based approach and consider Epic Systems for EHR-native workflow building tied to the clinical record. Oracle Health Management Systems is also built to connect case workflows to clinical operations and documentation.
Underestimating configuration and rollout effort in enterprise-grade workflow platforms
ServiceNow for Healthcare and Oracle Health Management Systems can require substantial configuration and platform expertise to realize healthcare forms, approvals, and routing behaviors. Epic Systems and Axxess can also bring heavy implementation effort when you must align workflows to existing operations and templates.
Skipping a real integration layer for real-time clinical updates
If your case management depends on timely patient and clinical event changes, avoid manual data feeds and choose an interoperability-focused approach like Redox with real-time FHIR connectivity and routing. Commure and monday.com work best when upstream systems can supply reliable status, eligibility, and event data for automation triggers.
Confusing workflow tracking for full healthcare case documentation requirements
monday.com can deliver visual case stage tracking with status-driven automation, but document handling depends on connected storage and board attachments rather than deep clinical documentation workflows. If your workflow requires assessment and follow-up tied to care plans, Kareo Clinical and Epic Systems provide documentation depth that board-only tracking cannot replace.
How We Selected and Ranked These Tools
We evaluated Epic Systems, Oracle Health Management Systems, Axxess, WellSky, Redox, Commure, monday.com, ServiceNow for Healthcare, and Kareo Clinical across four rating dimensions: overall capability, feature depth for case workflows, ease of use for case managers, and value for operational teams. We separated Epic Systems because it combines high feature depth with EHR-native configurable workflow building tied directly to the clinical record and strong interoperability across Epic modules using shared patient data. We ranked tools like Redox and Commure differently because they focus on different strengths, with Redox delivering real-time FHIR connectivity and routing while Commure delivers configurable workflow automation for intake, triage, routing, and follow-ups. We also balanced platform usability against implementation complexity by considering each tool’s ease of use and by factoring how workflow automation and configuration demands affect frontline case teams.
Frequently Asked Questions About Health Care Case Management Software
How do Epic Systems and Oracle Health Management Systems differ for enterprise case management workflow design?
Epic Systems builds configurable care workflows inside an integrated EHR, so case management tasks operate on the same patient record used for encounter documentation. Oracle Health Management Systems uses rule-driven routing and configurable process flows from the Oracle ecosystem, which standardizes governance across departments that already rely on Oracle data.
Which case management tools are best when your priority is real-time data exchange with an EHR?
Redox is purpose-built for real-time interoperability using FHIR-based integration and message routing that keeps clinical and administrative events synchronized. Epic Systems also supports deep EHR-native workflows, but Redox focuses on the connectivity layer that case management apps depend on when they must pull and push updates quickly.
What solution fits organizations that run post-acute or home health episodes end to end?
Axxess is designed for post-acute and home health operations with care coordination tasks, documentation, and workflows aligned to episodes of care. WellSky targets home and community programs with payer-like processes such as referrals and eligibility-driven workflows that tie case work to member needs.
How do Commure and ServiceNow for Healthcare handle intake, triage, and routing at scale?
Commure automates intake, triage, task routing, and case status tracking through configurable workflows that support multidisciplinary teams. ServiceNow for Healthcare provides enterprise workflow orchestration with approvals, service request orchestration, automated notifications, and SLA governance for case activity.
When should a team choose monday.com over an EHR-native or enterprise workflow platform?
monday.com is well-suited when you want visual configuration using boards, status columns, and automated notifications for intake, eligibility, assignments, and deadlines. Epic Systems and ServiceNow for Healthcare are stronger when workflows must be tightly coupled to enterprise or EHR processes, because monday.com emphasizes flexible work management rather than deep clinical record embedding.
Which tools support care management across longer care lifecycles with referrals and eligibility steps?
WellSky includes referral and eligibility-driven processes that align tasks and documentation to ongoing member needs across case lifecycles. Commure supports workflow-driven eligibility steps and ongoing follow-ups with audit-ready visibility into case status and throughput.
What should ambulatory practices look for if their case management work includes clinical documentation?
Kareo Clinical combines care management workflow with structured clinical intake, assessment, follow-up documentation, and reporting tied to care plans and visit notes. Epic Systems can also document and coordinate care within the EHR, but Kareo Clinical emphasizes documentation workflows designed for ambulatory practices where case work and clinical notes are tightly linked.
How do workflow auditability and traceability differ between ServiceNow for Healthcare and other platforms?
ServiceNow for Healthcare provides audit-ready activity visibility via configurable workflow design with approvals and service request orchestration, which supports traceable case activity. Epic Systems and Oracle Health Management Systems also offer analytics and governance through their integrated environments, while ServiceNow specifically emphasizes enterprise auditability patterns tied to approvals and SLA tracking.
What common implementation challenge should teams expect when switching from spreadsheet or ad hoc processes?
If you adopt monday.com, teams usually need to translate intake and eligibility steps into board status flows and automation triggers based on field updates. If you adopt Oracle Health Management Systems or Epic Systems, teams must map case management workflows to the underlying enterprise data model and security controls so tasks, documentation, and routing remain consistent across connected modules.
Tools reviewed
Referenced in the comparison table and product reviews above.
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