Axxess Home Health Features
Administrative (40)
Systems Interoperability - Payer Care Management Workflow Applications
Manages the entire continuum of care to increase organizational ability and transparency
Applications Integration - Payer Care Management Workflow Applications
Brings together disparate solutions and systems for a seamless experience
Workflow Optimization - Payer Care Management Workflow Applications
Consolidates care applications and utilizes collected data to enable efficient workflows
Patient Care Plan Management - Payer Care Management Workflow Applications
Automates or facilitates the creation of QAed patient care plans
Data Ingestion - Payer Care Management Workflow Applications
Aggregates, analyzes, and manages clinical data
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Employee Work Status
Maintains records of medical professionals and their permanent, full-time, part-time, float, per-diem, traveling, etc., statuses
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Time Tracking
Tracks medical staff's hours, coverage, and other relevant work patterns
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Staffing Data
Generates reports on workforce activity to provide data on overstaffing or understaffing trends
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Mass Notifications
Facilitates the sending of mass texts and emails to staff during emergencies
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Cancellation Tracking
Track cancellations of policies, accounts, orders, appointments, etc.
No-Show Tracking
Track and monitor patient no-show rates
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Time Tracking and Scheduling
Simplifies shift tracking and management, and facilitates the assignment of caregivers to clients.
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Agency Management
Enables an agency to run efficiently and manage both its staff and their assigned patient cases.
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Mobile App
Optimizes solution for all mobile devices to ensure in-the-field and offline activity tracking.
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Data Exchange
Provides built-in or seamless integrations with third-party billing and payroll solutions.
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EHR Integration
Integrates with electronic health records (EHR)/electronic medical records (EMR).
Claims Management
Process of submitting and following up on claims with insurance companies
Referral Management
Log and store the source of contacts/leads
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Medication Management
Administer and track medication inventory, schedules, dosage, and side-effects
Assessment Management
Creation, administration, and evaluation of assessments or tests
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Task Management
Create, manage and track all task activities and progression
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Workflow Management
Create, design and manage workflows for repetitive tasks
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Client Management
Manage contact details and communication with clients
Records Management
Ability to record, store, update, and retrieve information
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
Real-Time Data
Receive data and information in real time
Task Scheduling
Track and manage the scheduling of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Processes (3)
Compliance - Payer Care Management Workflow Applications
Facilitates compliance and adherance to industry regulation
Payer Support - Payer Care Management Workflow Applications
Provides a unified platform for payers to centralize their processes
Provider Support - Payer Care Management Workflow Applications
Provides a unified platform for providers to centralize their processes
Clinical (12)
Compliance - Revenue Cycle Management (RCM)
Ensures or facilitates the compliance of an overall health care organization to current regulation and standards
Software Integrations - Revenue Cycle Management (RCM)
Easily integrates with health care IT solutions like EHRs, medical scheduling, and medical billing softwares
Task Automation - Revenue Cycle Management (RCM)
Automates manual administrative tasks to reduce error
ICD-10 Compliance
Manage the intricacies of ICD-10 cataloging and ensure clinic compliance
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Denial Management
Process of investigating, analyzing, and resolving denied insurance claims
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Claims Management
Process of submitting and following up on claims with insurance companies
Financial (8)
Billing Automation - Revenue Cycle Management (RCM)
Automates manual financial management tasks to reduce error
Clearinghouse Integration - Revenue Cycle Management (RCM)
Streamlines any communication and data share between provider and clearinghouse
Claims Management - Revenue Cycle Management (RCM)
Streamlines the processing, scrubbing, and submission of healthcare insurance claims
Medical Billing
Manage billing and payments for a healthcare provider
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
EHR/EMR Integration
Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Platform (8)
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
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Clinical Communication - HIPAA Compliance
Facilitates communication between health care professionals
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HIPAA Compliance - HIPAA Compliant Messaging
Aligns and complies with HIPAA regulation and standards
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Operating Systems - HIPAA Compliant Messaging
Supports desktop, iOS, and Android operating systems
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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 (34)
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Workflow Optimization - Clinical Documentation
Optimize and make efficient clinical workflows
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EHR Integration - Clinical Documentation
Integrate with existing EHRs
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Clinical Communication - Clinical Documentation
Synchronize patient data across the org
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Transcription Automation - Clinical Documentation
Leverage NLP and ML technologies to automate and optimize clinical transcription or translation needs
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CDI Training - Clinical Documentation
Provides training and education regarding clinical documentation improvement (CDI) tactics
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Clinical Data Exchange - Clinical Documentation
Supports and streamlines the viewing and utilizing of patient data and assessments across the org
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Document Access - Clinical Documentation
Provides access to collected patient data
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Digitization - Clinical Documentation
Digitizes paper records
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Mobile Access
Supports the access to employee schedules via remote-accessed web page or mobile devices
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Resource Management
Allows health care professionals to book the staff, equipment, and other resources necessary for scheduled appointments and operations
Physician Management
Track and organize physician schedules and pertinent information
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
Wait List Management
Record, update and manage waiting lists
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Faculty/Staff Management
Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Appointment Scheduling
Schedule appointments via a calendar
On Call Scheduling
Track and organize on-call shifts
Workflow Management
Enhances clinical workflows
Interoperability
Integrates with existing medical practice solutions
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.
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.
Clinical Workflow Management (9)
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Multiple Medical Provider Access
Allows medical professionals from any department to access and update patient health information
Ancillary Care Provider Access
Allows medical professionals from other health systems access patient health information
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Meaningful Use Reporting
Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives
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Clinical Documentation
Simplifies charting and patient documentation tasks
Mobile Access
Access software remotely via mobile devices
Historical Reporting
Information, data and reports that are being tracked over time
For Primary Care
Designed for primary care doctors/facilities.
For Urgent Care
Designed for urgent care/emergency facilities.
Clinical Care
Any form of examination or diagnosis performed for the purpose of medical treatment.
Patient Health Information Management (37)
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ePHI Storage
Electronically, securely stores patient records
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Interoperability
Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software
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Patient Workflow Management
Tracks and monitors the movement of patients through the health care practice or system
Telemedicine Integration
Provide integration with third-party telehealth applications
Claims Management
Process of submitting and following up on claims with insurance companies
Documentation Management
Manage product specific documents in a categorized order
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
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
Medication Management
Administer and track medication inventory, schedules, dosage, and side-effects
Task Management
Create, manage and track all task activities and progression
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Prescription Management
Prescribing, renewing, and keeping a record of the medicines given to an individual or animal
Inventory Management
Track and manage inventory levels to maintain proper supply
Forms Management
Store, manage and track all forms in a centralized location
Image Management
Support for uploading and retaining image files in the cemetery records database
Practice Management
Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Intake Management
Activities related to the initial admission of a charge into the organization's care
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Lab Order Management
Submit and track requests for laboratory tests
Configurable Workflow
Configure existing workflows to meet your organization's needs
Formulary Management
Determine clinically appropriate and cost-effective medications and therapies for patients
EMR/EHR
Create and securely store digital patient records
Clinic Interoperability
Securely transfer, access, exchange, integrate or use data with different providers or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Records Management
Ability to record, store, update, and retrieve information
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Referral Management
Log and store the source of contacts/leads
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
For Pain Management
Designed for pain management practices & departments
Escalation Management
Define a process for transferring calls/tickets to management
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
In-Patient Management
Care of patients who are admitted and stay in the hospital overnight
Value-Based Care (6)
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Clinical Charting
Enables the recording of notes during in-home visit and supports direct uploading of progress notes into the system.
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Electronic Visit Verification (EVV)
Logs client visits and other in-home activities, to verify for Medicaid reporting and to record patient information and progress.
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Carer Coordination
Supports communication and messaging between caregiver staff, caregiver and agency manager, family and caregiver, and patient and caregiver.
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Point of Care
Conducts and captures information from assessments and clinical documentation to determine and generate plans of care.
For Long Term Care
Specifically for long term care providers
Geriatric Care
Providing medical care for elderly patients
Patient-Centered Functions (15)
Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
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
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
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.
Agentic AI - EHR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (331)
Customizable Reports
Alter the layout and content of reports
Data Import/Export
Import and export data to and from software applications
Document Storage
Store and organize documents in a centralized system
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Live Chat
Ability to chat online in real time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Forms
Customize contracts and forms to collect specific information
SMS Messaging
Send messages via SMS
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Electronic Payments
Electronically collect payments for goods or services
Email Reminders
Reminders sent via email
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Real-Time Reporting
Active reporting of data and metrics
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
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Location
Manage and support multiple locations
Billing & Invoicing
Create, manage, and send invoices or bills to customers
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Recurring Appointments
Schedule repeating appointments based on a duration of time
Credit Card Processing
Accept and process credit card transactions
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
For Anesthesiologists
Software specialized for anesthesiologists
Data Collection
Process of gathering, measuring, and analyzing accurate data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Preoperative Modules
Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
ICD-10 Compliance
Manage the intricacies of ICD-10 cataloging and ensure clinic compliance
Intraoperative Charting
The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors.
EHR/EMR Integration
Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Templates
Sample files or documents that could be customized as needed or used as is
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms
Customize contracts and forms to collect specific information
Multi-Location
Manage and support multiple locations
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
E-Prescribing
Transmit prescriptions to pharmacies electronically
Billing & Invoicing
Create, manage, and send invoices or bills to customers
ONC-ATCB Certified
Certified for healthcare IT products based on the results from ONC-ATL
Referral Tracking
Log and store the source of contacts/leads
Claims Scrubbing
Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Electronic Payments
Electronically collect payments for goods or services
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Coding Assistance
Automatically generates E/M codes based on information collected during patient charting
Meaningful Use Certified
Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged
Live Chat
Ability to chat online in real time
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
For Cardiologists
Intended to be used by cardiologists
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Reports
Alter the layout and content of reports
Appointment Scheduling
Schedule appointments via a calendar
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Monitoring Device Integration
Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.
Patient Intake
Patients can register for appointments in advance online
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Progress Notes
Customizable notes that help healthcare professionals document and track patient progress
For Dermatologists
Software specialized for dermatologists
Data Import/Export
Import and export data to and from software applications
Lab Integration
Receive lab results electronically
Telemedicine
Meet with patients remotely
Medical Billing
Manage billing and payments for a healthcare provider
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Medication Database
Find and verify prescription medications by color, shape or imprint
Clinical Notes
Record and organize clinical notes and progress notes for each patient after interaction with a physician
Handwriting Recognition
To scribe and interpret the written words received from online or offline inputs
Imaging and X-rays
Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Patient Scheduling
Book and manage patient appointments and follow-ups
Immunization & Allergy Tracking
Manage updates to member's immunization records and track individual allergies
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Outcome Assessment Tools
Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Initial Assessments
Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Family History Tracking
Track family medical history to diagnose existing/new conditions and diseases.
Annotations
Highlight content and/or make notations about parts of content
Diagnostic Reports
Reporting completed by clinicians that summarizes health/medical diagnoses
Growth Charts
Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children
Customizable Tests
Create tailored assessments that test for specific relevant skills
Patient Engagement
Allows medical providers to engage patients in a variety of ways to ensure their health.
EDI
Transfer of data from one computer system to another
For Family Medicine
For family practices
Medication History
Access to patient medication history data
For Substance Abuse Therapy
For mental health professionals that specialize in substance abuse therapy/programs
For Mental/Behavioral Health
For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Medication Alerts/Warnings
Alerts/warnings for potential allergies or interactions triggered by medications
Mobile App
Access the system via a mobile application
Therapy Notes
Tools to help therapists document, record, and recall patient encounters
Electronic Signature
Digitally sign online documents
For Group Therapy
For mental health professionals providing therapy to multiple patients at the same time
For Neurologists
Designed for Neurologists
Speech Recognition
Train your system to interpret and transcribe voice messages
Hardware Integration
Hardware components included as part of the software system
For Obstetrics & Gynecology
For obstetrics and gynecology (OB/GYN) practices
Diagnostic Imaging
Render images of the body for diagnostic and treatment purposes
Patient Education
Educational and medical resources that are delivered to patients online
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Task Scheduling
Track and manage the scheduling of tasks
For Ophthalmologists
For medical practices that specialize in the diagnosis and treatment of eye disorders
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
3D Imaging
Representation of any object in 3D
For Orthopedics
Specialized software for Orthopedic practices
PACS Integration
Ability to integrate with picture archiving and communication system to store diagnostic imaging files.
Electronic Prior Authorization
Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.
Analytics
Tools for the systematic analysis of various types of data or statistics
Vitals Tracking
Track and measure patient's vitals
For Podiatrists
Intended to be used by podiatrists
Medical History Records
Records of patients' medical history
Automatic Transcription
Use AI to convert voice into text automatically
Case Notes
Access and track notes regarding case activities and updates within case files
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Scheduling
Plan availability and assign specific time slots for tasks and resources
For Psychiatrists
Must serve psychiatrists/psychiatric practices
Self Check-In/Check-Out
Check-in and out via a mobile device or kiosk
Urgent Care Templates
Pre-formatted documents and forms for Urgent Care processes.
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Lab Results
Laboratory test results
Payment Processing
Accept, record, and reconcile financial transactions
Data Security
Protect sensitive data for digital privacy
Drug Reference Database
Electronic storage of drug information such as name, brand, appearance, etc.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Urologists
Intended to be used by urologists.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Web-based Deployment
SaaS, web-based, online deployment
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
Claims Tracking
Process of tracking new and submitted claims and the status of submitted claims
Task Scheduling
Track and manage the scheduling of tasks
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Reports
Alter the layout and content of reports
Remittance Advice
Document insurance payer providing an explanation of benefits (EOB).
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Accounts Receivable
Track outstanding invoices and the money owed from clients
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Healthcare
Software designed for the healthcare industry
Payment Collection
Tracking, managing, and initiating the transfer of funds for overdue customer payments
Dashboard Creation
Creation and customization of dashboards
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Document Storage
Store and organize documents in a centralized system
API
Application programming interface that allows for integration with other systems/databases
Forecasting
Form predictions based on past and present data/trends
Claims Scrubbing
Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Payment Processing
Accept, record, and reconcile financial transactions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customer History
Access previous interactions or concerns to maintain customer relationships
Credit Card Processing
Accept and process credit card transactions
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Payments
Electronically collect payments for goods or services
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Pre-Registration
Manage the pre-registration process
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.
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Patient Scheduling
Book and manage patient appointments and follow-ups
Chat/Messaging
Communicate using direct chat or messages within the system
Employee Portal
Online portal where employees can access and track their own information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Forms
Customize contracts and forms to collect specific information
Multi-Location
Manage and support multiple locations
Telemedicine
Meet with patients remotely
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Mobile Access
Access software remotely via mobile devices
Visit Verification
Process that confirms a caregiver's visit and services provided
Electronic Signature
Digitally sign online documents
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Reporting
Active reporting of data and metrics
Time Tracking by Client
Track time worked per client
Mobile Alerts
Notifications via mobile devices
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
Multi-Location
Manage and support multiple locations
Activity Tracking
Track and document all activities across devices, networks, and other systems
Scheduling
Plan availability and assign specific time slots for tasks and resources
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
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
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Exercise Library
Database of frequently used, popular workout routines
Progress Notes
Customizable notes that help healthcare professionals document and track patient progress
EMR/EHR
Create and securely store digital patient records
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Practice Management
Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Customizable Reports
Alter the layout and content of reports
Electronic Payments
Electronically collect payments for goods or services
Data Import/Export
Import and export data to and from software applications
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
For Physical Therapy
Designed specifically for physical therapy practices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Forms
Customize contracts and forms to collect specific information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Claims Management
Process of submitting and following up on claims with insurance companies
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Assessment Management
Creation, administration, and evaluation of assessments or tests
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