[ MaxAssist Reviews ](https://www.g2.com/products/maxassist/reviews) [ MaxAssist Reviews ](https://www.g2.com/products/maxassist/reviews) # MaxAssist Features ##### ## 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 Show More ##### ## 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 Show More ##### ## Operations (15) Workflow Management Enhances clinical workflows Interoperability Integrates with existing medical practice solutions Digital Intake Forms Provides digitized intake forms both for patient and physician use Engagement Measuring Tracks and measures current and improved levels of patient engagement Patient Satisfaction Management Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores. EHR Integration Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination. Patient Intake Patients can register for appointments in advance online Patient Engagement Allows medical providers to engage patients in a variety of ways to ensure their health. Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Forms Customize contracts and forms to collect specific information Care Summaries Electronic patient health records EHR-Agnostic Electronic patient health records, including records from multiple doctors Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Patient-Centered Functions (17) Online Presence Management Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms) Patient Feedback Management Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction Patient Communications Streamlines the delivery of messaging between health care professional and patient. Third-Party Integrations Set up connections to third-party platforms to improve business processes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Intake Management Activities related to the initial admission of a charge into the organization's care Records Management Ability to record, store, update, and retrieve information Claims Management Process of submitting and following up on claims with insurance companies Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Forms Management Store, manage and track all forms in a centralized location Show More ##### ## Generative AI (1) Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Additional Functionality (109) 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. Show More ## Top-Rated Alternatives [ ![Weave](https://images.g2crowd.com/uploads/product/hd_favicon/b409b22ce786b9a3b9e9aaef1169cea0/weave-weave.svg "Weave") Weave 4.6/5(433) ](https://www.g2.com/products/weave-weave/reviews) [ ![Solutionreach](https://images.g2crowd.com/uploads/product/hd_favicon/acbbbfea6ed9fc6c2400e1b2335818b5/solutionreach.svg "Solutionreach") Solutionreach 4.3/5(169) ](https://www.g2.com/products/solutionreach/reviews) [ 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