Carepatron Features

Operations (20)

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
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
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
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.

Data Collection (18)

Patient Data Aggregation - Patient Case Management: Gathers and collects patient information via charting, clinical documentation, and other disparate databases for both provider and payer
Patient Data Management - Patient Case Management: Manages patient data to optimize the planning and coordinating of patient care
Clinical Communication and Collaboration - Patient Case Management: Disperses patient data across the health care organization for the purpose of clinical communication and collaboration between all relevant parties
Claims Management: Process of submitting and following up on claims with insurance companies
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Wait List Management: Record, update and manage waiting lists
Assessment Management: Creation, administration, and evaluation of assessments or tests
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
Bed Management: The allocation and provision of beds
Workflow Management: Create, design and manage workflows for repetitive tasks
Task Management: Create, manage and track all task activities and progression
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
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Case List Management
Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Clinical Workflow Management (7)

Multiple Medical Provider Access: Allows medical professionals from any department to access and update patient health information
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)

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

Patient-Centered Functions (17)

Online Presence Management: Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Portal: Facilitates and enables patient access to their personal health information and data.
Patient Communications: Streamlines the delivery of messaging between health care professional and patient.
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

Operations Management (4)

Administrative Processes: Simplifies and supports administrative processes like registration, reporting, document management, and inventory.
Back Office Processes: Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.
Workflow Coordination: Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.
Practice Specialty Support: Tailors functionality based on specific nuances of specialty practices.

Added Efficiencies (50)

EMR/EHR: Create and securely store digital patient records
Compliance: Maintains practice compliance around health care mandates and regulatory requirements.
Medical Billing: Manage billing and payments for a healthcare provider
Patient Information Management: Tracks and monitors patient demographic information.
Medical Billing: Manage billing and payments for a healthcare provider
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Data Integration: Combining data from different sources and providing a unified view
Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Expense Management: Plan, pay and track business related expenses.
Claims Management: Process of submitting and following up on claims with insurance companies
Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Workflow Management: Create, design and manage workflows for repetitive tasks
Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
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
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
Assessment Management: Creation, administration, and evaluation of assessments or tests
Template Management: Create, save, and re-purpose templates for emails, forms, etc.
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Inventory Management: Track and manage inventory levels to maintain proper supply
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
EMR/EHR: Create and securely store digital patient records
Forms Management: Store, manage and track all forms in a centralized location
Contact Management: Manage, organize, and store contact information
Accounting Integration: Integrate with a third-party accounting system
Out-Patient Management: Care of patients who do not stay overnight
Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
Physician Management: Track and organize physician schedules and pertinent information
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Task Management: Create, manage and track all task activities and progression
Policy Management: Create, manage, and track policies and procedures within an organization
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
In-Patient Management: Care of patients who are admitted and stay in the hospital overnight
Lab Information Management: Allows you to effectively manage samples and associated data
Bed Management: The allocation and provision of beds
Patient Flow Management
Vaccine Management: Manage vaccine administration from the time the vaccine arrives at the clinic until it is administered
Financial Management: Plan, manage, and track the financial activities of an individual or organization
Telemedicine Integration: Provide integration with third-party telehealth applications

Technology (4)

Telecommunications: Utilizes telecommunications technology to provide providers and patients with two-way communication.
Low Bandwidth Support: Ensures that the telemedicine solutions works even when internet is slow or network is poor.
EHR Integration: Facilitates the integration between telemedicine platform and existing EHR.
Third-Party Integrations: Set up connections to third-party platforms to improve business processes

Administration (4)

Practice Branding: Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding.
Practice Specific: Supports the needs and requirements of specialty practices.
Charting And Documentation: Generates or provides practioners with the tools to create clinical documentation post-meeting.
Multi-Provider Practice: For practices with multiple providers

Compliance (2)

Administrative (17)

Workflow Management: Ensures that your staff and existing systems support your business needs, requirements, and patients
Billing: Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements
Security and Authorization: Protects patient data and facilitates the creation and tiering of user credentials when accessing data
Practice Management: Supports and/or automates the daily tasks and responsibilities of a nutrition/dietician practice
Compliance: Helps nutrition/dietician practices adhere to relevant codes and industry regulations
Insurance Management: Processes and manages insurance claims and policies. Integrates with patient billing
Appointment Scheduler: Allows patients to request or schedule appointments online. Supports the unique scheduling needs of nutrition/dietician practices
Patient Portal: Provides patients with a self-service, online portal for them to access nutrition plans, notes, etc. Provides professionals with a way to communicate with and notify patients
HIPAA Compliance: Ensures that nutrition/dietician practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
Records Management: Ability to record, store, update, and retrieve information
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Community Management: Enable students, customers or employees to engage with each other in a particular space online or offline
Client Management: Manage contact details and communication with clients
Template Management: Create, save, and re-purpose templates for emails, forms, etc.
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling

Administrative Tools (20)

Insurance and Billing: Assists with insurance verification and patient billing by generating statements, processing payments, and tracking provider information and insurance claims.
Appointment Scheduling: Manages the scheduling process, from initial appointment request to confirmations and reminders. Supports customizable scheduling with color-coding and drag-and-drop, and maximizes recall systems.
Business Intelligence and Reporting: Offers analytic and reporting tools to monitor financial and operational performance.
Document Management: Stores files and letters for each patient, and centrally manages patient records and master files.
Workflows: Allows custom workflows to be created for administrative and clinical staff to reduce time spent on standard tasks.
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling: Track and manage the scheduling of tasks
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Claims Management: Process of submitting and following up on claims with insurance companies
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Booking Management: Create, update, and manage bookings, itineraries, and reservations
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Client Management: Manage contact details and communication with clients
Dental Practice Management: Managing day-to-day operations of dental practices such as scheduling appointments, generating reports, and more.
Inventory Management: Track and manage inventory levels to maintain proper supply
User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Patient Management: Managing and tracking patient health, progress, communication, and treatment plans

Financial Tools (3)

Clinical Tools (6)

Treatment Planning: Creates treatment plans to help dentists visualize proposed treatment, with dental charts and dental imaging support. Tracks treatment history and allows treatment plans to be updated as needed.
Patient Portal: Provides a self-service patient portal to streamline appointments, education, and billing.
Patient Engagement: Offers engagement tools such as appointment reminders, patient education, review generation, and social media engagement, either natively or via integration.
Dental Imaging: Integrates with dental imaging and/or radiology software to access patient x-Rays and advanced charts.
e-Prescribing: Allows dentists to view, approve, and manage patient prescriptions
Document Imaging: Convert paper files into digital images

Generative AI (3)

Agentic AI - EHR (1)

Agentic AI - Medical Billing (1)

Additional Functionality (533)

Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Document Storage: Store and organize documents in a centralized system
Activity Tracking: Track and document all activities across devices, networks, and other systems
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API: Application programming interface that allows for integration with other systems/databases
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Appointment Scheduling: Schedule appointments via a calendar
Customizable Reports: Alter the layout and content of reports
Real-Time Updates: Receive system updates as soon as any changes are made
E-Prescribing: Transmit prescriptions to pharmacies electronically
Scheduling: Plan availability and assign specific time slots for tasks and resources
Pharmacy: Stock, distribute, and manage billing for drugs
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Data: Receive data and information in real time
Data Import/Export: Import and export data to and from software applications
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
Real-Time Reporting: Active reporting of data and metrics
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Multi-Location: Manage and support multiple locations
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Project Accounting: Manage and track financials on a project-to-project basis
Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance
Payment Processing: Accept, record, and reconcile financial transactions
Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes
Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
General Ledger: Centralized accounting record which tracks all financial transactions
Mobile Access: Access software remotely via mobile devices
Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Secure Data Storage: Securely stores data to prevent data loss or breaches
Financial Reporting: Generate reports to assess the financial performance of an organization
Accounts Payable: Track money owed to a company's creditors/suppliers
Accounts Receivable: Track outstanding invoices and the money owed from clients
Budgeting/Forecasting: Create budgets based on historical data and future projections
Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Electronic Payments: Electronically collect payments for goods or services
Patient Scheduling: Book and manage patient appointments and follow-ups
Live Chat: Ability to chat online in real time
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Physician Scheduling: Manage physician availability and schedules
Multi-Physician: Supports practices with multiple healthcare professionals
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
Telemedicine: Meet with patients remotely
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Patient Intake: Patients can register for appointments in advance online
Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Task Scheduling: Track and manage the scheduling of tasks
Chat/Messaging: Communicate using direct chat or messages within the system
Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
For Occupational Therapists: Designed for the use of occupational therapists
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Progress Reports: Document and report the progress of ongoing projects
Mobile Alerts: Notifications via mobile devices
Customizable Forms: Customize contracts and forms to collect specific information
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking: Estimated waiting time in the queue
Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Patient Location Tracking: Identify patient's location at any given point in time
SMS Messaging: Send messages via SMS
Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring: Active monitoring of systems, applications, or networks
Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician
Credit Card Processing: Accept and process credit card transactions
Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children
Scheduled/Automated Reports: Set a time to generate routine reports automatically
Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
Medical History Records: Records of patients' medical history
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
Email Reminders: Reminders sent via email
Availability Indicator: Indication whether a resource is available or protected from allocation
For Podiatrists: Intended to be used by podiatrists
Online Intake Forms: Online forms for managing client intake
Customizable Fields: Customize data fields to support various needs and use cases
Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
Customizable Branding: Add customized logos and colors to align with company branding
Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Referral Tracking: Log and store the source of contacts/leads
For Speech Therapists: Designed for the use of speech therapists
Historical Reporting: Information, data and reports that are being tracked over time
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
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Email Reminders: Reminders sent via email
Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
Activity Tracking: Track and document all activities across devices, networks, and other systems
Billing & Invoicing: Create, manage, and send invoices or bills to customers
SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Escalation: System alerts about the need to escalate an issue or request
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Customizable Reports: Alter the layout and content of reports
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Referral Tracking: Log and store the source of contacts/leads
Live Chat: Ability to chat online in real time
Multi-Location: Manage and support multiple locations
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Customer History: Access previous interactions or concerns to maintain customer relationships
SMS Messaging: Send messages via SMS
Document Storage: Store and organize documents in a centralized system
Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
API: Application programming interface that allows for integration with other systems/databases
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Scheduled/Automated Reports: Set a time to generate routine reports automatically
Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
For Dental Practices: Intended to be used by dental practices
Orthodontic Charting: Electronic orthodontic records of patients created and stored digitally
Voice Capture: Voice recording and storing
Annotations: Highlight content and/or make notations about parts of content
Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Comparison View: View and compare images, studies, etc., to track changes over time
Hands-Free Charting: Voice-activated speech recognition for charting
Periodontal Charting: A chart utilized by dental care professional to write and record oral and periodontal health or disease
Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
EMR/EHR: Create and securely store digital patient records
GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols
SMS Messaging: Send messages via SMS
Activity Tracking: Track and document all activities across devices, networks, and other systems
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Candidate Profiles: Record candidates' information such as role, professional qualifications, experiences, skills or attributes
Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Case Notes: Access and track notes regarding case activities and updates within case files
Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Progress Reports: Document and report the progress of ongoing projects
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
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Electronic Signature: Digitally sign online documents
Mobile Access: Access software remotely via mobile devices
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Eligibility Verification: Identifying if all conditions that entitle a client to certain benefits are met
API: Application programming interface that allows for integration with other systems/databases
Clinical Assessment Tool: Tools to aid in the collection of information to determine a person's problems and symptoms.
Patient Intake: Patients can register for appointments in advance online
Multi-Location: Manage and support multiple locations
Medical History Records: Records of patients' medical history
Client Chart Audit Tools
Telemedicine: Meet with patients remotely
Payment Processing: Accept, record, and reconcile financial transactions
EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Self Payment
Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Forms: Customize contracts and forms to collect specific information
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Group Notes
Authorization Tracking
Level of Care Evaluation
Team Notes
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Allergen Tracking: View and track information about potential allergens in food items
Health Coaching: Suggesting health goals and plans to clients or patients
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Credit Card Processing: Accept and process credit card transactions
Activity Tracking: Track and document all activities across devices, networks, and other systems
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging: Communicate using direct chat or messages within the system
Nutrition & Ingredient Labels: List of nutrients or ingredients present in food items
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Alerts: Notifications via mobile devices
Push Notifications: Trigger clickable pop-up messages
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Fitness Assessments: Administer standardized fitness assessments to gauge current fitness level
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Food Tracking: Documentation of food and calorie intake
Historical Reporting: Information, data and reports that are being tracked over time
Electronic Payments: Electronically collect payments for goods or services
Multi-Language: Manage and support multiple languages
Medical History Records: Records of patients' medical history
Dietary Analysis: Measure, calculate and analyze the nutritional content of meals or recipes
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Nutrition Program: Create customized diets based on each of your client's needs
Nutrient Database: Searchable database containing the nutrient values of food items
Nutrition Analysis: Scientific process of assessing the types, amount & nutritional content, including calories, vitamins & minerals for food/food products
Meal Planning: Applying knowledge of food, nutrients, food habits & preferences to analyze nutritional content and plan wholesome and attractive meals
Nutrition Log: Nutritional content of the food consumed on a daily basis
Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Multi-Location: Manage and support multiple locations
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
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
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
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
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Appointment Scheduling: Schedule appointments via a calendar
Softphone: Use your computer as a phone device to make calls over the internet
Chat/Messaging: Communicate using direct chat or messages within the system
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Records Management: Ability to record, store, update, and retrieve information
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage: Securely stores data to prevent data loss or breaches
Remote Treatment Planning: Remotely create and access treatment plans tailored to individual patients based on symptoms
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Customizable Forms: Customize contracts and forms to collect specific information
Video Conferencing: Connect with meeting participants remotely over video
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Multi-Location: Manage and support multiple locations
Mobile Alerts: Notifications via mobile devices
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
API: Application programming interface that allows for integration with other systems/databases
Email Reminders: Reminders sent via email
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Online Forms: Create new forms and/or use ready-made online form templates
Claims Management: Process of submitting and following up on claims with insurance companies
File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
Electronic Payments: Electronically collect payments for goods or services
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Payment Processing: Accept, record, and reconcile financial transactions
One-to-One Messaging: Send personal messages to clients or attendees
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Live Chat: Ability to chat online in real time
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
Medical Billing: Manage billing and payments for a healthcare provider
Workflow Management: Create, design and manage workflows for repetitive tasks
Scheduling: Plan availability and assign specific time slots for tasks and resources
Virtual Waiting Room: Monitor wait time and abandonment for incoming requests that have not been routed
Mobile Access: Access software remotely via mobile devices
E-Prescribing: Transmit prescriptions to pharmacies electronically
Two-Way Audio & Video: Presenter can see and hear participants and vice versa
Document Management: Store, manage, and track all electronic documents in a centralized location
Workflow Management: Create, design and manage workflows for repetitive tasks
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Secure Data Storage: Securely stores data to prevent data loss or breaches
Customizable Dashboard: Alter the layout and content of dashboards
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Scheduling: Plan availability and assign specific time slots for tasks and resources
Invoice History: Store and view prior invoices for each account/client
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Electronic Payments: Electronically collect payments for goods or services
Online Intake Forms: Online forms for managing client intake
Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid
Records Management: Ability to record, store, update, and retrieve information
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Credit Card Processing: Accept and process credit card transactions
Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Document Management: Store, manage, and track all electronic documents in a centralized location
E-Prescribing: Transmit prescriptions to pharmacies electronically
Remittance Advice: Document insurance payer providing an explanation of benefits (EOB).
PACS Integration: Ability to integrate with picture archiving and communication system to store diagnostic imaging files.
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Historical Reporting: Information, data and reports that are being tracked over time
Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Claims Management: Process of submitting and following up on claims with insurance companies
Data Import/Export: Import and export data to and from software applications
Live Chat: Ability to chat online in real time
Code & Charge Entry: Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule
Financial Management: Plan, manage, and track the financial activities of an individual or organization
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Quotes/Estimates: Generate quotes or estimates for customers
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports: Alter the layout and content of reports
API: Application programming interface that allows for integration with other systems/databases
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Reporting: Active reporting of data and metrics
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Real-Time Data: Receive data and information in real time
Forms Management: Store, manage and track all forms in a centralized location
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
Multi-Location: Manage and support multiple locations
Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, 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
Pre-Appointment Screening: Questionnaire for clients to answer prior to attending appointments.
EMR/EHR: Create and securely store digital patient records
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
SMS Messaging: Send messages via SMS
Customizable Branding: Add customized logos and colors to align with company branding
Broadcast Messaging: Notify large groups of people simultaneously about important updates.
Commenting/Notes: Leave comments and notes on documents for others to view
Cancellation Management: Allow customers to cancel their subscription remotely.
Room Scheduling: Reserving a room for meeting in an office or co-working space
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Email Marketing: Create and send email blasts/campaigns
Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Recurring Appointments: Schedule repeating appointments based on a duration of time
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Appointment Types: The ability to choose between different appointments in a selection.
API: Application programming interface that allows for integration with other systems/databases
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
No-Show Tracking: Track and monitor patient no-show rates
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
Multi-Physician: Supports practices with multiple healthcare professionals
Payment Processing: Accept, record, and reconcile financial transactions
Wait List Management: Record, update and manage waiting lists
Electronic Signature: Digitally sign online documents
Task Management: Create, manage and track all task activities and progression
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions
Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Patient Intake: Patients can register for appointments in advance online
Multi-Location: Manage and support multiple locations
Virtual Meetings: Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.
Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
Check-in/Check-out: Track the status of assets and whether they're checked in or out
Mobile Access: Access software remotely via mobile devices
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Online Scheduling: Track and organize online shifts