Adit Features
Information Flow (5)
Patient Case Management
Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.
Referrals Management
Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.
Records Management
Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Patient Experience (23)
Dashboards & Reporting
Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.
Team Management
Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.
Secure Communications
Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.
Patient Experience Management
Provides organizations with the tools to optimize patient experience efforts
Historical Reporting
Information, data and reports that are being tracked over time
Real-Time Reporting
Active reporting of data and metrics
Discharge Management
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Admissions Management
Handle the registration and admission process for existing and new students
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Claims Management
Process of submitting and following up on claims with insurance companies
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Contact Management
Manage, organize, and store contact information
Document Management
Store, manage, and track all electronic documents in a centralized location
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Task Management
Create, manage and track all task activities and progression
Client Management
Manage contact details and communication with clients
Platform (9)
User Authorization - HIPAA Compliant Messaging
Allows administrators to set up and implement any levels of authorization required to send and receive secure messages
Compliant Texting - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted text messages
Compliant Emailing - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted emails
Clinical Communication - HIPAA Compliance
Facilitates communication between health care professionals
HIPAA Compliance - HIPAA Compliant Messaging
Aligns and complies with HIPAA regulation and standards
Operating Systems - HIPAA Compliant Messaging
Supports desktop, iOS, and Android operating systems
Message Lifespan - HIPAA Compliant Messaging
Allows the determination and assignment of the lifespan of a delivered message
Workflow Enhancement - HIPAA Compliant Messaging
Enhances clinical workflows
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Operations (16)
Workflow Management
Enhances clinical workflows
Interoperability
Integrates with existing medical practice solutions
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Digital Intake Forms
Provides digitized intake forms both for patient and physician use
Engagement Measuring
Tracks and measures current and improved levels of patient engagement
Patient Satisfaction Management
Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
EHR Integration
Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
IPC Systems Integration
Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Patient Intake
Patients can register for appointments in advance online
Patient Engagement
Allows medical providers to engage patients in a variety of ways to ensure their health.
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Forms
Customize contracts and forms to collect specific information
Care Summaries
Electronic patient health records
EHR-Agnostic
Electronic patient health records, including records from multiple doctors
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Patient-Centered Functions (19)
Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal
Facilitates and enables patient access to their personal health information and data.
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Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
Integration with Wearables
Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Intake Management
Activities related to the initial admission of a charge into the organization's care
Records Management
Ability to record, store, update, and retrieve information
Claims Management
Process of submitting and following up on claims with insurance companies
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Forms Management
Store, manage and track all forms in a centralized location
Administrative Tools (20)
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Insurance and Billing
Assists with insurance verification and patient billing by generating statements, processing payments, and tracking provider information and insurance claims.
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Appointment Scheduling
Manages the scheduling process, from initial appointment request to confirmations and reminders. Supports customizable scheduling with color-coding and drag-and-drop, and maximizes recall systems.
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Business Intelligence and Reporting
Offers analytic and reporting tools to monitor financial and operational performance.
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Document Management
Stores files and letters for each patient, and centrally manages patient records and master files.
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Workflows
Allows custom workflows to be created for administrative and clinical staff to reduce time spent on standard tasks.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Claims Management
Process of submitting and following up on claims with insurance companies
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Management
Manage contact details and communication with clients
Dental Practice Management
Managing day-to-day operations of dental practices such as scheduling appointments, generating reports, and more.
Inventory Management
Track and manage inventory levels to maintain proper supply
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Patient Management
Managing and tracking patient health, progress, communication, and treatment plans
Financial Tools (3)
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Accounting
Generates financial statements and monitors patient outstanding balances for uncollected revenue.
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Payment Processing
Processes credit card payments and inventory sales natively or via integration with POS tools.
Electronic Payments
Electronically collect payments for goods or services
Clinical Tools (6)
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Treatment Planning
Creates treatment plans to help dentists visualize proposed treatment, with dental charts and dental imaging support. Tracks treatment history and allows treatment plans to be updated as needed.
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Patient Portal
Provides a self-service patient portal to streamline appointments, education, and billing.
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Patient Engagement
Offers engagement tools such as appointment reminders, patient education, review generation, and social media engagement, either natively or via integration.
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Dental Imaging
Integrates with dental imaging and/or radiology software to access patient x-Rays and advanced charts.
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e-Prescribing
Allows dentists to view, approve, and manage patient prescriptions
Document Imaging
Convert paper files into digital images
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Additional Functionality (299)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Email Reminders
Reminders sent via email
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Activity Tracking
Track and document all activities across devices, networks, and other systems
Billing & Invoicing
Create, manage, and send invoices or bills to customers
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Escalation
System alerts about the need to escalate an issue or request
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Referral Tracking
Log and store the source of contacts/leads
Live Chat
Ability to chat online in real time
Multi-Location
Manage and support multiple locations
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Customer History
Access previous interactions or concerns to maintain customer relationships
SMS Messaging
Send messages via SMS
Document Storage
Store and organize documents in a centralized system
Imaging and X-rays
Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Progress Notes
Customizable notes that help healthcare professionals document and track patient progress
For Dental Practices
Intended to be used by dental practices
Orthodontic Charting
Electronic orthodontic records of patients created and stored digitally
Voice Capture
Voice recording and storing
Annotations
Highlight content and/or make notations about parts of content
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Comparison View
View and compare images, studies, etc., to track changes over time
Hands-Free Charting
Voice-activated speech recognition for charting
Periodontal Charting
A chart utilized by dental care professional to write and record oral and periodontal health or disease
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
EMR/EHR
Create and securely store digital patient records
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Import/Export
Import and export data to and from software applications
Secure Data Storage
Securely stores data to prevent data loss or breaches
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Vulnerability Scanning
Discover patch statuses and vulnerabilities
Customizable Reports
Alter the layout and content of reports
Data Security
Protect sensitive data for digital privacy
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Forms
Customize contracts and forms to collect specific information
For Healthcare
Software designed for the healthcare industry
Document Storage
Store and organize documents in a centralized system
Risk Alerts
Notifying as a warning or reminder of a potential or imminent hazard
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Reporting
Active reporting of data and metrics
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Version Control
Track revisions and updates made to files and navigate between different versions
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Risk Analysis
Analyze potential risks across the organization
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Patient Education
Educational and medical resources that are delivered to patients online
Electronic Payments
Electronically collect payments for goods or services
Multi-Language
Manage and support multiple languages
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Data
Receive data and information in real time
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Analytics
Analyze and gain insights into data in real-time
Medication History
Access to patient medication history data
Online Refills
Allows medical providers and/or customers to request previously filled prescriptions online
Messaging
Communicate using messages within the system
Video Conferencing
Connect with meeting participants remotely over video
Real-Time Monitoring
Active monitoring of systems, applications, or networks
API
Application programming interface that allows for integration with other systems/databases
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Customizable Branding
Add customized logos and colors to align with company branding
Historical Reporting
Information, data and reports that are being tracked over time
Mobile Alerts
Notifications via mobile devices
Lab Results
Laboratory test results
Telemedicine
Meet with patients remotely
One-to-One Messaging
Send personal messages to clients or attendees
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Health Record Access
Gaining access to confidential health documents and information
Medical Billing
Manage billing and payments for a healthcare provider
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Bill Payment
Complete outstanding payments
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
Electronic Signature
Digitally sign online documents
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Video Consultations
Speaking to a doctor or healthcare professional using online video tools
Secure Messaging
Exchange messages in a secure and encrypted manner
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Mobile Alerts
Notifications via mobile devices
Customizable Forms
Customize contracts and forms to collect specific information
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking
Estimated waiting time in the queue
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Patient Intake
Patients can register for appointments in advance online
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Patient Location Tracking
Identify patient's location at any given point in time
SMS Messaging
Send messages via SMS
API
Application programming interface that allows for integration with other systems/databases
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Electronic Payments
Electronically collect payments for goods or services
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Patient Scheduling
Book and manage patient appointments and follow-ups
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Outcome Assessment Tools
Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Patient Management
Managing and tracking patient health, progress, communication, and treatment plans
Credit Card Processing
Accept and process credit card transactions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
SMS Messaging
Send messages via SMS
Forms Management
Store, manage and track all forms in a centralized location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Healthcare Compliance
Compliant with healthcare rules and regulations around the world
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Payments
Electronically collect payments for goods or services
Customizable Forms
Customize contracts and forms to collect specific information
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Claims Management
Process of submitting and following up on claims with insurance companies
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling
Track and manage the scheduling of tasks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Workflow Management
Create, design and manage workflows for repetitive tasks
Multi-Location
Manage and support multiple locations
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Inventory Management
Track and manage inventory levels to maintain proper supply
For Chiropractors
Serves chiropractic practices
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Customizable Reports
Alter the layout and content of reports
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Inventory Management
Track and manage inventory levels to maintain proper supply
Customizable Forms
Customize contracts and forms to collect specific information
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Recall Tracking
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Client Management
Manage contact details and communication with clients
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
SMS Messaging
Send messages via SMS
Claims Management
Process of submitting and following up on claims with insurance companies
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Import/Export
Import and export data to and from software applications
Scheduling
Plan availability and assign specific time slots for tasks and resources
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Electronic Payments
Electronically collect payments for goods or services
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Forms Management
Store, manage and track all forms in a centralized location
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
E-Prescribing
Transmit prescriptions to pharmacies electronically
Document Management
Store, manage, and track all electronic documents in a centralized location
Email Reminders
Reminders sent via email
For Optometrists
Serves Optometrists
Records Management
Ability to record, store, update, and retrieve information
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Pre-Appointment Screening
Questionnaire for clients to answer prior to attending appointments.
EMR/EHR
Create and securely store digital patient records
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
SMS Messaging
Send messages via SMS
Customizable Branding
Add customized logos and colors to align with company branding
Broadcast Messaging
Notify large groups of people simultaneously about important updates.
Commenting/Notes
Leave comments and notes on documents for others to view
Cancellation Management
Allow customers to cancel their subscription remotely.
Room Scheduling
Reserving a room for meeting in an office or co-working space
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Email Marketing
Create and send email blasts/campaigns
Faculty/Staff Management
Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Recurring Appointments
Schedule repeating appointments based on a duration of time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Appointment Types
The ability to choose between different appointments in a selection.
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
No-Show Tracking
Track and monitor patient no-show rates
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
Multi-Physician
Supports practices with multiple healthcare professionals
Payment Processing
Accept, record, and reconcile financial transactions
Wait List Management
Record, update and manage waiting lists
Electronic Signature
Digitally sign online documents
Task Management
Create, manage and track all task activities and progression
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Patient Intake
Patients can register for appointments in advance online
Multi-Location
Manage and support multiple locations
Virtual Meetings
Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Online Scheduling
Track and organize online shifts
Top-Rated Alternatives
