Essentials Features
Workflow Automation (15)
Contract Management - Health Care Credentialing
Automates the creation and setup of contracts and applications
Workflow Management - Health Care Credentialing
Configures, customizes, or modifies credentialing paperwork and/or workflow
Database Management - Health Care Credentialing
Maintains provider database
User Authorization - Health Care Credentialing
Provides varying access levels to administrators, stakeholders, etc.
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Training Management
Track employee/learner's progression through training programs
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
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Task Management
Create, manage and track all task activities and progression
Compliance (4)
Facility Management - Health Care Credentialing
Supports healthcare facility policies, requirements, and needs
Facility Compliance Management - Health Care Credentialing
Manages vendor or provider access controls and compliance
Industry Compliance Management - Health Care Credentialing
Adheres to or aligns with relevant industry regulation
Workflow Management
Create, design and manage workflows for repetitive tasks
Verification (3)
Provider Database Collection - Health Care Credentialing
Pulls data from a regularly updated or real-time provider database
Privileging - Health Care Credentialing
Streamlines monitoring, screening, and verification of sources
Commitee Review - Health Care Credentialing
Provides a built-in commitee review process manager
Document Management (3)
Credentialing e-Documentation - Health Care Credentialing
Stores and maintains credentialing documentation in the cloud
Document Database - Health Care Credentialing
Stores and maintains credentialing documentation in a secure server
Information Audit - Health Care Credentialing
Automates notifying and following up with missing information or documentation
Clinical (12)
Compliance - Revenue Cycle Management (RCM)
Ensures or facilitates the compliance of an overall health care organization to current regulation and standards
Software Integrations - Revenue Cycle Management (RCM)
Easily integrates with health care IT solutions like EHRs, medical scheduling, and medical billing softwares
Task Automation - Revenue Cycle Management (RCM)
Automates manual administrative tasks to reduce error
ICD-10 Compliance
Manage the intricacies of ICD-10 cataloging and ensure clinic compliance
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Denial Management
Process of investigating, analyzing, and resolving denied insurance claims
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Claims Management
Process of submitting and following up on claims with insurance companies
Financial (8)
Billing Automation - Revenue Cycle Management (RCM)
Automates manual financial management tasks to reduce error
Clearinghouse Integration - Revenue Cycle Management (RCM)
Streamlines any communication and data share between provider and clearinghouse
Claims Management - Revenue Cycle Management (RCM)
Streamlines the processing, scrubbing, and submission of healthcare insurance claims
Medical Billing
Manage billing and payments for a healthcare provider
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
EHR/EMR Integration
Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Efficiency (4)
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Claims Data Automation - Healthcare Claims Management
Automatically populates data in claim submission fields
Electronic Submissions - Healthcare Claims Management
Supports electronically uploading and sending of healthcare insurance claims
Clearinghouse Integration - Healthcare Claims Management
Provides integration or facilitates relationships with clearinghouse(s)
Claims Process Workflow - Healthcare Claims Management
Provides or facilitates a structured process to support the entire claims lifecycle
Accuracy (3)
Claims Resubmission - Healthcare Claims Management
Promptly re-submits denied claims once providers update missing or lacking information
Patient Data Security - Healthcare Claims Management
Ensures that patient data remains secure and confidential and that only pertinent information is shared
Claims Scrubbing - Healthcare Claims Management
Digitizes, tracks, and vets submitted health insurance claims to check for errors
Network Management (4)
Credentialing
Enables in-platform (or provides access to services that offer) verification and validation of provider data
Claims Management
Supports and enables timely claims payment and reimbursement
Notifications
Prompts providers to update out-of-date or inaccurate records
Inter-Systems Communication
Improves communication between disparate health plans, systems, and plan administrators
Data Management (4)
Insights
Generates insights and reports from aggregated provider data to improve efficiencies and ready systems for audit
Data Reconciliation
Manages and reconciles data from disparate sources
Master Data Management
Automatically captures essential provider data, routes data to health plans, and tracks data to identify any data anomalies
System of Record
Securely stores provider data and supports import and export to improve data governance, ensure data accuracy, and facilitate de-duplication
Additional Functionality (56)
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
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
License Verification
Verify the member/provider has a valid license, certification, or registration for specific jobs, procedures, or industry standards.
API
Application programming interface that allows for integration with other systems/databases
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Privileging
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Secure Data Storage
Securely stores data to prevent data loss or breaches
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Reminders
Reminders sent via email
Online Applications
Ability to fill out and submit application forms on the web




