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Reviews ](https://www.g2.com/products/axxess-axxess-home-health/reviews) # 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 Employee Work Status Maintains records of medical professionals and their permanent, full-time, part-time, float, per-diem, traveling, etc., statuses Time Tracking Tracks medical staff's hours, coverage, and other relevant work patterns Staffing Data Generates reports on workforce activity to provide data on overstaffing or understaffing trends 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 Time Tracking and Scheduling Simplifies shift tracking and management, and facilitates the assignment of caregivers to clients. Agency Management Enables an agency to run efficiently and manage both its staff and their assigned patient cases. Mobile App Optimizes solution for all mobile devices to ensure in-the-field and offline activity tracking. Data Exchange Provides built-in or seamless integrations with third-party billing and payroll solutions. 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 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 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) Show More ##### ## Operations (34) Workflow Optimization - Clinical Documentation Optimize and make efficient clinical workflows EHR Integration - Clinical Documentation Integrate with existing EHRs Clinical Communication - Clinical Documentation Synchronize patient data across the org Transcription Automation - Clinical Documentation Leverage NLP and ML technologies to automate and optimize clinical transcription or translation needs CDI Training - Clinical Documentation Provides training and education regarding clinical documentation improvement (CDI) tactics Clinical Data Exchange - Clinical Documentation Supports and streamlines the viewing and utilizing of patient data and assessments across the org Document Access - Clinical Documentation Provides access to collected patient data Digitization - Clinical Documentation Digitizes paper records Mobile Access Supports the access to employee schedules via remote-accessed web page or mobile devices 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. Show More ##### ## Clinical Workflow Management (9) 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 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 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. Show More ##### ## Patient Health Information Management (37) ePHI Storage Electronically, securely stores patient records Interoperability Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software 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 Show More ##### ## Value-Based Care (6) Clinical Charting Enables the recording of notes during in-home visit and supports direct uploading of progress notes into the system. Electronic Visit Verification (EVV) Logs client visits and other in-home activities, to verify for Medicaid reporting and to record patient information and progress. Carer Coordination Supports communication and messaging between caregiver staff, caregiver and agency manager, family and caregiver, and patient and caregiver. 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## Agentic AI - EHR (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## 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 Show More ## Top-Rated Alternatives [ ![Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1d691480aa3fba0192c2518d27b928f0/epic.jpeg "Epic") Epic 4.2/5(938) ](https://www.g2.com/products/epic/reviews) [ ![ModMed](https://images.g2crowd.com/uploads/product/hd_favicon/dc69ae8cef0b850897f4e5b584bbcc3e/modmed.svg 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