Compulink Advantage Features
Intelligence (4)
Transaction Scoring
Rates each transaction's risk based on specific factors and their benchmarked scores.
Risk Assessment
Flags suspicious transactions and either alerts administrators or declines transaction.
Intelligence Reporting
Actively gathers data on suspicious purchasing sources and characteristics of common committers of fraud.
ID Analytics
Stores data from external or internal sources related to fake accounts, evaluating users for risk.
Detection (7)
Fraud Detection
Finds patterns in common occurrences of fraud to use when evaluating risk of purchasers.
Alerts
Alerts administrators when fraud is suspected or transactions have been declined.
Real-Time Monitoring
Constantly monitors system to detect anomalies in real time.
Payment Verification
Requires verification of credit card, debit card, and money transfers prior to accepting payments
Bot Mitigation
Monitors for and rids systems of bots suspected of committing fraud.
Real-Time Monitoring
Constantly monitors system to detect anomalies in real time.
Alerts
Alerts administrators when fraud is suspected or transactions have been declined.
Response (4)
Device Tracking
Keeps records of geographic location and IP addresses of fraud suspects.
Fraud Markers
Tags users suspected of committing fraud and identifies them upon return.
Blacklisting
Prevents previous committers of fraud from future transactions.
Bot Mitigation
Monitors for and rids systems of bots suspected of committing fraud.
Administrative (25)
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 mental health practice
Compliance
Helps mental health 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 mental health practices
Patient Portal
Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients
HIPAA Compliance
Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
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
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Claims Management
Process of submitting and following up on claims with insurance companies
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Data Security
Protect sensitive data for digital privacy
Employee Work Status
Maintains records of medical professionals and their permanent, full-time, part-time, float, per-diem, traveling, etc., statuses
Days-Off Approval
Automatically notifies employees about the approval or denial of their time-off requests
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
Clinical (19)
Patient Records
Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments
Specialty EHR Templates
Provides note templates that align with mental health specialty practices
Interoperability
Facilitates communication and data share between outside systems, specialties, laboratories, and practices
Documentation
Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation
E-Prescription
Facilitates the electronic prescribing, screening, note-taking, and recalling of medication
EMR/EHR
Create and securely store digital patient records
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance - Revenue Cycle Management (RCM)
Ensures or facilitates the compliance of an overall health care organization to current regulation and standards
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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
Analysis (4)
ID Analytics
Stores data from external or internal sources related to fake accounts, evaluating users for risk.
Intelligence Reporting
Actively gathers data on suspicious purchasing sources and characteristics of common committers of fraud.
Incident Reports
Produces reports detailing trends and vulnerabilities related to payments and fraud.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Administration (7)
Fraud Markers
Tags users suspected of committing fraud and identifies them upon return.
Transaction Scoring
Rates each transaction's risk based on specific factors and their benchmarked scores.
Blacklisting
Prevents previous committers of fraud from future transactions.
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
Information Flow (5)
Patient Case Management
Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.
Referrals Management
Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.
Records Management
Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Patient Experience (23)
Dashboards & Reporting
Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.
Team Management
Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.
Secure Communications
Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.
Patient Experience Management
Provides organizations with the tools to optimize patient experience efforts
Historical Reporting
Information, data and reports that are being tracked over time
Real-Time Reporting
Active reporting of data and metrics
Discharge Management
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Admissions Management
Handle the registration and admission process for existing and new students
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Claims Management
Process of submitting and following up on claims with insurance companies
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Contact Management
Manage, organize, and store contact information
Document Management
Store, manage, and track all electronic documents in a centralized location
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Task Management
Create, manage and track all task activities and progression
Client Management
Manage contact details and communication with clients
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
Operations (37)
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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
Automated Scheduling
Automates the creation and generation of health care employee schedules
Absence Management
Tracks vacation, sick leave, and off-work requests
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.
IPC Systems Integration
Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Patient Intake
Patients can register for appointments in advance online
Patient Engagement
Allows medical providers to engage patients in a variety of ways to ensure their health.
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Forms
Customize contracts and forms to collect specific information
Care Summaries
Electronic patient health records
EHR-Agnostic
Electronic patient health records, including records from multiple doctors
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Voice (3)
Dictation
Provides dictation capabilities
Voice Files
Supports uploading recorded voice data into the solution
Language and Learning Technology
Leverages speech recognition, deep learning, machine learning, artificial intelligence, or NLP technology
Transcript (5)
Transcription Review
Requires user to review generated transcripts before final submission or streamlines data sharing with transcription service
EHR Import
Imports final transcript into patient's electronic file
Interactive Editing
Provides spell checking and other editing tools
Medical Terminology Database
Provides a database or wiki of medical terminology that can be referenced and updated regularly
Automatic Transcription
Use AI to convert voice into text automatically
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
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Clinical Documentation
Simplifies charting and patient documentation tasks
Mobile Access
Access software remotely via mobile devices
Historical Reporting
Information, data and reports that are being tracked over time
For Primary Care
Designed for primary care doctors/facilities.
For Urgent Care
Designed for urgent care/emergency facilities.
Clinical Care
Any form of examination or diagnosis performed for the purpose of medical treatment.
Patient Health Information Management (37)
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 Convenience (7)
Tablets and Kiosks
Provides integration with a hardware offering to facilitate patient intake process
Payment Collection
Facilitates the collection of copays and direct payments
Form Workflow
Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form
Patient Check-in
Streamlines the check-in workflow and experience
Mobile Patient Intake
Enables patients to complete intake forms on their personal mobile devices
Customizable Forms
Customize contracts and forms to collect specific information
Data Collection
Process of gathering, measuring, and analyzing accurate data
Administration (8)
Patient Data Transfer
Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database
HIPAA Compliance
Ensures compliance with HIPAA security and encryption regulation
Insurance Credentialing
Runs and verifies patients' health care insurance
ID Verification
Runs and verifies patient information cards
Appointment Scheduler Integration
Seamlessly integrates with digitized online appointment booking solution
E-Signature
Captures patients' electronic signatures
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Process Automation (4)
Onboarding Flow Management
Orchestrates customer journey via customizable workflows.
E-Signature
Contains e-signature functionality.
Data Capture
Captures customer data through digital forms.
Auto-Capture
Uses OCR to scan customer documents, extract data, and auto-fill forms using the extracted data.
Identity Verification (3)
ID Scanning
Scans and verifies customer identification documents.
KYC
Runs KYC checks on customers using information gathered in the application.
Credit Check
Checks customer credit information.
Patient-Centered Functions (19)
Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal
Facilitates and enables patient access to their personal health information and data.
Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
Integration with Wearables
Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Intake Management
Activities related to the initial admission of a charge into the organization's care
Records Management
Ability to record, store, update, and retrieve information
Claims Management
Process of submitting and following up on claims with insurance companies
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Forms Management
Store, manage and track all forms in a centralized location
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
Compliance (2)
HIPAA Compliance
Ensures that the telemedicine platform adheres and complies with HIPAA regulations.
State Regulation Compliance
Ensures that the telemedicine platform adheres and complies with state-specific telehealth regulations.
Generative AI (4)
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Capture (2)
Multi-format Support
Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.
OCR Capabilities
Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).
Data Extraction (5)
Pattern Detection and Recognition
Filtering incoming messages/alerts and detecting patterns to spot anomalies.
Text Classification
Gives user the ability to categorize sections of text within the document based on preset criteria.
Data Classification
Grouping log entries based on similar attributes.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Data Validation (1)
Accuracy Checking
Provides the user with the capability to validate the extracted data for accuracy.
Workflow Automation (3)
Natural Language Processing
Process and analyze human language in text or audio form
Process Integration
Gives user the ability to connect to automation technology, such as robotic process automation (RPA).
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Management (7)
Search Functionality
Enables users to search through the content of processed documents easily.
Version Control
Allows the user to track changes and manage different versions of a document.
Full Text Search
Search for specific words or phrases within a document or database
Semantic Search
Contextual Search
Boolean Search
Capability to use a search engine via operators like AND, NOT, and OR
Document Management
Store, manage, and track all electronic documents in a centralized location
Machine Learning (1)
Custom Model Training
Gives user the ability to train custom machine learning models for specific data extraction tasks.
Natural Language Processing (4)
Sentiment Analysis
Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Entity Analysis
Inspect the given text for key elements such as names of people, places and more
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Semantic Analysis (1)
Contextual Understanding
Allows the system to understand the context of words and phrases for better data extraction and classification.
Data Integration (1)
API Support
Provides the user with the ability to integrate the IDP system into other applications through APIs.
Security (2)
Compliance Standards
Assures the user that the system complies with industry regulations like GDPR.
Data Encryption
Ensures that all data processed is encrypted for security.
Computer-Assisted Coding - Medical Coding (5)
Auto Coding
Helps users by suggesting related codes as they type, improving efficiency and accuracy.
Codebase Updates
Periodically updates the codebase in accordance with updates from health organizations and insurance bodies.
Code Lookup
Allows users to search for specific medical codes using keywords or phrases related to diseases, conditions, treatments, etc.
Error Checking
Provides built-in error checking mechanisms to reduce mistakes, omissions, or duplications.
AI Assistance
Utilizes artifical intelligence to automate coding, flag errors, and eliminate inefficiencies in workflows.
Admin and Tech Workflows - Medical Coding (3)
Compliance Control
Ensures compliance with regulatory standards like HIPAA, ICD, etc.
Reporting & Auditing
Records all actions, helping maintain accountability and transparency in the coding process.
EHR Integration
Integrates seamlessly with EHR systems to facilitate patient data transfer for coding purposes.
Agentic AI - Fraud Detection (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - EHR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Medical Billing (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Digital Customer Onboarding (1)
Decision Making
Makes informed choices based on available data and objectives
AI & Automation (3)
Medical Terminology Recognition
Recognizes medical vocabulary, abbreviations, and clinical context accurately.
Contextual Summarization
Summarizes lengthy encounters into concise, clinically relevant documentation.
Continuous Learning & Personalization
Adapts documentation style based on clinician preferences and historical edits.
Clinical Documentation (2)
Specialty-Specific Note Templates
Provides configurable templates tailored to medical specialties and visit types.
Conversation Capture & Clinical Note Generation
Captures patient-clinician conversations in real time and uses AI transcription and summarization to generate structured clinical notes without manual input.
Compliance & Security (3)
Audit Trails
Tracks access, edits, and note generation activities for compliance monitoring.
Consent Management
Captures and manages patient consent for audio recording and AI documentation.
HIPAA-Compliant Data Handling
Encrypts and stores patient data in accordance with HIPAA requirements.
Additional Functionality (745)
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
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
Initial Assessments
Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Mobile Access
Access software remotely via mobile devices
Teletherapy
Provide online therapy to patients/clients through secure video sessions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Customizable Reports
Alter the layout and content of reports
For Group Therapy
For mental health professionals providing therapy to multiple patients at the same time
Appointment Scheduling
Schedule appointments via a calendar
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Lab Integration
Receive lab results electronically
E-Prescribing
Transmit prescriptions to pharmacies electronically
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Electronic Signature
Digitally sign online documents
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
For Substance Abuse Therapy
For mental health professionals that specialize in substance abuse therapy/programs
Outcome Assessment Tools
Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Therapy Notes
Tools to help therapists document, record, and recall patient encounters
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
Secure Messaging
Exchange messages in a secure and encrypted manner
Electronic Payments
Electronically collect payments for goods or services
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
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Payment Processing
Accept, record, and reconcile financial transactions
SMS Messaging
Send messages via SMS
Income/Expense Tracking
Detailed log and record of financial earnings & costs.
Telemedicine
Meet with patients remotely
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Location
Manage and support multiple locations
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Client Database
Electronic storage of stakeholder contact information
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Email Marketing
Create and send email blasts/campaigns
Coding Assistance
Automatically generates E/M codes based on information collected during patient charting
Patient Intake
Patients can register for appointments in advance online
Online Booking
Book meetings and appointments through a website or digital platform
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Forms
Customize contracts and forms to collect specific information
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Phonetic Variation Detection
Detects variations in pronunciation or variations in spelling across regions.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Management
Manage, store and organize emails within the system or via third-party apps
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Electronic Forms
Digital forms that are shared and accessed online
Abbreviation Detection
Automatically comprehend data abbreviation terms
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Multiple Data Sources
Allows users to manage data from a number of sources
Mis-Keyed Variation Detection
Detects when a user has input/keyed data incorrectly
Data Import/Export
Import and export data to and from software applications
Data Replication
Process of copying and storing data in more than one site or node
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Customizable Reports
Alter the layout and content of reports
Customizable Branding
Add customized logos and colors to align with company branding
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Electronic Signature
Digitally sign online documents
Data Retrieval
Search and find data in a structured format
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Email Address Extraction
Extract email addresses from multiple data sources
Customizable Fields
Customize data fields to support various needs and use cases
Task Management
Create, manage and track all task activities and progression
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Image Capture
Process images and automatically scan for data
Configurable Workflow
Configure existing workflows to meet your organization's needs
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Updates
Receive system updates as soon as any changes are made
Summarization
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Analytics
Analyze and gain insights into data in real-time
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Filtering
Find & retrieve relevant data or documents
Commenting/Notes
Leave comments and notes on documents for others to view
Categorization/Grouping
Organize and group data or items based on various criteria
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Topic Clustering
Identify topics to prioritize document research
Multi-Language
Manage and support multiple languages
Language Detection
Identify different languages
Spam Detection
Detect spam, BOT, or invalid email addresses
Predictive Analytics
Predict future data based on historical data sets
Customer Profiles
Record customer information, purchase history, and other notes
Metadata Management
Collect and maintain structured information that describes data or content
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Consent Management
Manage user consent requests and documents
Customer Data Management
Searchable repository of information about clients
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
For Financial Institutions
Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Video Conferencing
Connect with meeting participants remotely over video
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
API
Application programming interface that allows for integration with other systems/databases
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Blockchain Support
Supports access to crypto blockchains
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Geolocation
Determines the location of a device using GPS or an IP address
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Language
Manage and support multiple languages
Scheduling
Plan availability and assign specific time slots for tasks and resources
Authentication
Verify the identity of users/devices to enable secure access
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Secure Data Storage
Securely stores data to prevent data loss or breaches
Address Validation
Verifies and confirms the accuracy of an address
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
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
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
Natural Language Processing
Process and analyze human language in text or audio form
Electronic Signature
Digitally sign online documents
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Abbreviation Detection
Automatically comprehend data abbreviation terms
Audio/video file upload
Upload audio and video files
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Mobile Access
Access software remotely via mobile devices
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Audio File Management
Supports audio files
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Computer Assisted Coding
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Speech Recognition
Train your system to interpret and transcribe voice messages
For Healthcare
Software designed for the healthcare industry
API
Application programming interface that allows for integration with other systems/databases
Natural Language Search
Ability to interact with the application using human languages such as English
Customizable Macros
Database of phrases that are frequently used or insinuated
Real-Time Data
Receive data and information in real time
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Voice Capture
Voice recording and storing
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Onsite Registration
In-person, onsite registration
Patient Scheduling
Book and manage patient appointments and follow-ups
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Wireless Internet Access Control
Control and manage access to wireless networks
Photo Capture
Capture photos for any type of use case
Self Check-In/Check-Out
Check-in and out via a mobile device or kiosk
QR Codes
Matrix barcode that stores information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Payment Processing
Accept, record, and reconcile financial transactions
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Interactive Content
Allow the audience to interact or engage with the content
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Multi-Language
Manage and support multiple languages
Wayfinding
Process of understanding one's position in a physical space via planned routes, signs, colors and images
Virtual Keyboard
On-screen keyboard that can be used without the need for physical keys/keyboard
User Session Management
Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system
Customizable User Interface
Design, modify, and organize how content is displayed on a system interface
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Timeout
Customizable Branding
Add customized logos and colors to align with company branding
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Touch Screen
Interactivity between software and users by touching areas on the screen of display devices
ID Scanning
Scan and validate an ID barcode
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Patient Education
Educational and medical resources that are delivered to patients online
Electronic Payments
Electronically collect payments for goods or services
Multi-Language
Manage and support multiple languages
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Data
Receive data and information in real time
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Analytics
Analyze and gain insights into data in real-time
Medication History
Access to patient medication history data
Online Refills
Allows medical providers and/or customers to request previously filled prescriptions online
Messaging
Communicate using messages within the system
Video Conferencing
Connect with meeting participants remotely over video
Real-Time Monitoring
Active monitoring of systems, applications, or networks
API
Application programming interface that allows for integration with other systems/databases
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Customizable Branding
Add customized logos and colors to align with company branding
Historical Reporting
Information, data and reports that are being tracked over time
Mobile Alerts
Notifications via mobile devices
Lab Results
Laboratory test results
Telemedicine
Meet with patients remotely
One-to-One Messaging
Send personal messages to clients or attendees
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Health Record Access
Gaining access to confidential health documents and information
Medical Billing
Manage billing and payments for a healthcare provider
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Bill Payment
Complete outstanding payments
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
Electronic Signature
Digitally sign online documents
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Video Consultations
Speaking to a doctor or healthcare professional using online video tools
Secure Messaging
Exchange messages in a secure and encrypted manner
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Mobile Alerts
Notifications via mobile devices
Customizable Forms
Customize contracts and forms to collect specific information
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking
Estimated waiting time in the queue
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Patient Intake
Patients can register for appointments in advance online
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Patient Location Tracking
Identify patient's location at any given point in time
SMS Messaging
Send messages via SMS
API
Application programming interface that allows for integration with other systems/databases
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Electronic Payments
Electronically collect payments for goods or services
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Patient Scheduling
Book and manage patient appointments and follow-ups
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Inventory Management
Track and manage inventory levels to maintain proper supply
Customizable Forms
Customize contracts and forms to collect specific information
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Recall Tracking
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Client Management
Manage contact details and communication with clients
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
SMS Messaging
Send messages via SMS
Claims Management
Process of submitting and following up on claims with insurance companies
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Import/Export
Import and export data to and from software applications
Scheduling
Plan availability and assign specific time slots for tasks and resources
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Electronic Payments
Electronically collect payments for goods or services
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Forms Management
Store, manage and track all forms in a centralized location
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
E-Prescribing
Transmit prescriptions to pharmacies electronically
Document Management
Store, manage, and track all electronic documents in a centralized location
Email Reminders
Reminders sent via email
For Optometrists
Serves Optometrists
Records Management
Ability to record, store, update, and retrieve information
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
Treatment Planning (1)
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
API (1)
API
Application programming interface that allows for integration with other systems/databases
Calendar Management (1)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Progress Tracking (1)
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Compliance Tracking (1)
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Therapy Notes (1)
Therapy Notes
Tools to help therapists document, record, and recall patient encounters
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
Inventory Management (1)
Inventory Management
Track and manage inventory levels to maintain proper supply
Electronic Payments (1)
Electronic Payments
Electronically collect payments for goods or services
Customizable Templates (1)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Signature (1)
Electronic Signature
Digitally sign online documents
Role-Based Permissions (1)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Communication Management (1)
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Decision Support (1)
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
Prescription Management (1)
Prescription Management
Prescribing, renewing, and keeping a record of the medicines given to an individual or animal
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools (1)
Collaboration Tools
Provides a channel for team members to share AI models, media files, communicate, and work together
Reminders (1)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Case Management (1)
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Document Storage (1)
Document Storage
Store and organize documents in a centralized system
Insurance Eligibility Verification (1)
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Invoice Management (1)
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Charting (1)
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Template Management (1)
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Payment Processing (1)
Payment Processing
Accept, record, and reconcile financial transactions
Task Management (1)
Task Management
Create, manage and track all task activities and progression
Voice Recognition (1)
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Analytics (1)
Analytics
Tools for the systematic analysis of various types of data or statistics
Data Security (1)
Data Security
Protect sensitive data for digital privacy
Registration Management (1)
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Secure Data Storage (1)
Secure Data Storage
Securely stores data to prevent data loss or breaches
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Lab Integration (1)
Lab Integration
Receive lab results electronically
Client Portal (1)
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Accounting (1)
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Chat/Messaging (1)
Chat/Messaging
Communicate using direct chat or messages within the system
SMS Messaging (1)
SMS Messaging
Send messages via SMS
Audit Trail (1)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Billing & Invoicing (1)
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Search/Filter (1)
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
HIPAA Compliant (1)
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Initial Assessments (1)
Initial Assessments
Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Appointment Management (1)
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Forms Management (1)
Forms Management
Store, manage and track all forms in a centralized location
Referral Tracking (1)
Referral Tracking
Log and store the source of contacts/leads
Telemedicine (1)
Telemedicine
Meet with patients remotely
Historical Reporting (1)
Historical Reporting
Information, data and reports that are being tracked over time
Progress Notes (1)
Progress Notes
Customizable notes that help healthcare professionals document and track patient progress
Patient Engagement (1)
Patient Engagement
Allows medical providers to engage patients in a variety of ways to ensure their health.
Scheduled/Automated Reports (1)
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Image Fusion (1)
Image Fusion
Task Scheduling (1)
Task Scheduling
Track and manage the scheduling of tasks
EDI (1)
EDI
Transfer of data from one computer system to another
For Medical Purposes (1)
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
Patient Communications (1)
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
Lab Results (1)
Lab Results
Laboratory test results
For Substance Abuse Therapy (1)
For Substance Abuse Therapy
For mental health professionals that specialize in substance abuse therapy/programs
Image Analysis (1)
Image Analysis
Evaluating and identifying the fundamental components in an image for extracting medical information.
Multi-Location (1)
Multi-Location
Manage and support multiple locations
Revenue Management (1)
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
EMR/EHR (1)
EMR/EHR
Create and securely store digital patient records
Imaging and X-rays (1)
Imaging and X-rays
Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Medication History (1)
Medication History
Access to patient medication history data
Claims Management (1)
Claims Management
Process of submitting and following up on claims with insurance companies
Comparison View (1)
Comparison View
View and compare images, studies, etc., to track changes over time
Care Plan Management (1)
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Email Marketing (1)
Email Marketing
Create and send email blasts/campaigns
Online Booking (1)
Online Booking
Book meetings and appointments through a website or digital platform
Digital Signature (1)
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Practice Management (1)
Practice Management
Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Live Chat (1)
Live Chat
Ability to chat online in real time
Order Entry (1)
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Medical Billing (1)
Medical Billing
Manage billing and payments for a healthcare provider
Staff Management (1)
Staff Management
Schedule shifts for staff/employees, track hours worked, and manage staff payroll
Patient Scheduling (1)
Patient Scheduling
Book and manage patient appointments and follow-ups
SOAP notes (1)
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Lab Order Management (1)
Lab Order Management
Submit and track requests for laboratory tests
Appointment Scheduling (1)
Appointment Scheduling
Schedule appointments via a calendar
Patient Portal (1)
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
Backup and Recovery (1)
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Mobile App (1)
Mobile App
Access the system via a mobile application
Web-based Deployment (1)
Web-based Deployment
SaaS, web-based, online deployment
Medication Management (1)
Medication Management
Administer and track medication inventory, schedules, dosage, and side-effects
HL7 Support (1)
HL7 Support
Supports Health Layer 7 (HL7) data formats used in healthcare applications
Coding Assistance (1)
Coding Assistance
Automatically generates E/M codes based on information collected during patient charting
Referral Management (1)
Referral Management
Log and store the source of contacts/leads
Archiving & Retention (1)
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Records Management (1)
Records Management
Ability to record, store, update, and retrieve information
IVR (1)
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Scanning Input (1)
Scanning Input
Diagnostic Reports (1)
Diagnostic Reports
Reporting completed by clinicians that summarizes health/medical diagnoses
Facility Scheduling (1)
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Confirmations/Reminders (1)
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Claims Scrubbing (1)
Claims Scrubbing
Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
EMR HL7 Bridge (1)
EMR HL7 Bridge
Patient Records Management (1)
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Resource Management (1)
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
PACS Integration (1)
PACS Integration
Ability to integrate with picture archiving and communication system to store diagnostic imaging files.
E-Prescribing (1)
E-Prescribing
Transmit prescriptions to pharmacies electronically
Handwriting Recognition (1)
Handwriting Recognition
To scribe and interpret the written words received from online or offline inputs
For Podiatrists (1)
For Podiatrists
Intended to be used by podiatrists
Templates (1)
Templates
Sample files or documents that could be customized as needed or used as is
Clinic Interoperability (1)
Clinic Interoperability
Securely transfer, access, exchange, integrate or use data with different providers or systems
Wait List Management (1)
Wait List Management
Record, update and manage waiting lists
For Group Therapy (1)
For Group Therapy
For mental health professionals providing therapy to multiple patients at the same time
Immunization & Allergy Tracking (1)
Immunization & Allergy Tracking
Manage updates to member's immunization records and track individual allergies
Medical History Records (1)
Medical History Records
Records of patients' medical history
Diagnostic Imaging (1)
Diagnostic Imaging
Render images of the body for diagnostic and treatment purposes
Image Management (1)
Image Management
Support for uploading and retaining image files in the cemetery records database
Vitals Tracking (1)
Vitals Tracking
Track and measure patient's vitals
For Ophthalmologists (1)
For Ophthalmologists
For medical practices that specialize in the diagnosis and treatment of eye disorders
Clinical Notes (1)
Clinical Notes
Record and organize clinical notes and progress notes for each patient after interaction with a physician
Patient Management (1)
Patient Management
Managing and tracking patient health, progress, communication, and treatment plans
3D Imaging (1)
3D Imaging
Representation of any object in 3D
View, Download, Transmit (1)
View, Download, Transmit
Securely view, download, and/or transmit patient records
Compression (1)
Compression
Reduction in the number of bits needed to represent data
Physician Portal (1)
Physician Portal
Online portal that allows physicians to refer patients, order exams, and/or view patient records & images
Income/Expense Tracking (1)
Income/Expense Tracking
Detailed log and record of financial earnings & costs.
Formulary Management (1)
Formulary Management
Determine clinically appropriate and cost-effective medications and therapies for patients
For Dermatologists (1)
For Dermatologists
Software specialized for dermatologists
Medication Alerts/Warnings (1)
Medication Alerts/Warnings
Alerts/warnings for potential allergies or interactions triggered by medications
For Orthopedics (1)
For Orthopedics
Specialized software for Orthopedic practices
For Primary Care (1)
For Primary Care
Designed for primary care doctors/facilities.
Multi-Provider Practice (1)
Multi-Provider Practice
For practices with multiple providers
Client Database (1)
Client Database
Electronic storage of stakeholder contact information
For Pain Management (1)
For Pain Management
Designed for pain management practices & departments
Electronic Prior Authorization (1)
Electronic Prior Authorization
Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.
For Urologists (1)
For Urologists
Intended to be used by urologists.
Non-DICOM Imaging Support (1)
Non-DICOM Imaging Support
Supports non-DICOM (Digital Imaging and Communications in Medicine) imaging formats
DICOM Modality Worklist (1)
DICOM Modality Worklist
Exchange of patient demographic data between medical imaging devices and clinical solutions.
Patient Intake (1)
Patient Intake
Patients can register for appointments in advance online
Drug Reference Database (1)
Drug Reference Database
Electronic storage of drug information such as name, brand, appearance, etc.
For Mental/Behavioral Health (1)
For Mental/Behavioral Health
For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.



