[ Kipu EMR Reviews ](https://www.g2.com/products/kipu-emr/reviews) [ Kipu EMR Reviews ](https://www.g2.com/products/kipu-emr/reviews) # Kipu EMR Features ##### ## Platform (10) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Sales Force Automation (10) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (7) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (20) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (8) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Show More ##### ## Mobile & Social (7) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Administrative (17) Workflow Management Ensures that your staff and existing systems support your business needs, requirements, and patients Billing Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements Security and Authorization Protects patient data and facilitates the creation and tiering of user credentials when accessing data Practice Management Supports and/or automates the daily tasks and responsibilities of a 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 Show More ##### ## Clinical (7) 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 Show More ##### ## Clinical Workflow Management (9) Multiple Medical Provider Access Allows medical professionals from any department to access and update patient health information Ancillary Care Provider Access Allows medical professionals from other health systems access patient health information Meaningful Use Reporting Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives Clinical Documentation Simplifies charting and patient documentation tasks Mobile Access Access software remotely via mobile devices Historical Reporting Information, data and reports that are being tracked over time For Primary Care Designed for primary care doctors/facilities. For Urgent Care Designed for urgent care/emergency facilities. Clinical Care Any form of examination or diagnosis performed for the purpose of medical treatment. Show More ##### ## Patient Health Information Management (37) ePHI Storage Electronically, securely stores patient records Interoperability Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software Patient Workflow Management Tracks and monitors the movement of patients through the health care practice or system Telemedicine Integration Provide integration with third-party telehealth applications Claims Management Process of submitting and following up on claims with insurance companies Documentation Management Manage product specific documents in a categorized order Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Medication Management Administer and track medication inventory, schedules, dosage, and side-effects Task Management Create, manage and track all task activities and progression Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Calendar Management Track and manage schedules and meetings via an integrated calendar Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Prescription Management Prescribing, renewing, and keeping a record of the medicines given to an individual or animal Inventory Management Track and manage inventory levels to maintain proper supply Forms Management Store, manage and track all forms in a centralized location Image Management Support for uploading and retaining image files in the cemetery records database Practice Management Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Intake Management Activities related to the initial admission of a charge into the organization's care Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Lab Order Management Submit and track requests for laboratory tests Configurable Workflow Configure existing workflows to meet your organization's needs Formulary Management Determine clinically appropriate and cost-effective medications and therapies for patients EMR/EHR Create and securely store digital patient records Clinic Interoperability Securely transfer, access, exchange, integrate or use data with different providers or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Records Management Ability to record, store, update, and retrieve information Template Management Create, save, and re-purpose templates for emails, forms, etc. Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Referral Management Log and store the source of contacts/leads Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process For Pain Management Designed for pain management practices & departments Escalation Management Define a process for transferring calls/tickets to management Queue Management Monitor wait time and abandonment for incoming requests that have not been routed In-Patient Management Care of patients who are admitted and stay in the hospital overnight Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - EHR (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Medical Billing (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - CRM (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Additional Functionality (265) 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 Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria 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 Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows 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 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 Show More ## 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