Personify Health Features
Platform (68)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Administrative (17)
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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
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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
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
Data Management (8)
Data Warehouse
Maintain a health care-specific data warehouse that organizes all clinical, operational, financial, and patient data
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Data Analysis
Process collected data to pull out relevant insights
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Data Capture
Accurately capture and store health care data
Data Integration
Consolidates data from various sources including Electronic Health Records (EHR), billing systems, and patient management systems into a unified platform.
Integration with Wearable Devices
Connects with wearable health devices to capture real-time patient data like heart rate, activity levels, and sleep patterns.
Interoperability
Ensures compatibility with various healthcare systems and standards like HL7, FHIR, and DICOM, facilitating seamless data exchange.
Security and Privacy Controls
Implements data security mechanisms and compliance with regulations like HIPAA to safeguard patient data.
Data Querying
Provides a user-friendly interface to construct custom queries for in-depth data analysis without needing advanced technical skills.
Platform Content (13)
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Education
Educational tools that provide including planning, budgeting, and tips on how to improve wellness.
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Mobile Tools
Mobile applications or mobile-optimized websites for access corporate wellness solutions.
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Additional Features
Tools for budget creation, assets tracking, goal setting, and corporate wellness management progress tracking.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
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Dashboard
Has a centralized dashboard for users to interact with
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Education
Provides educational materials to help employees make informed decisions about their benefits.
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Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Platform Basics (18)
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
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Program Management
Tools that implement, manage, and administer corporate wellness programs.
Task Management
Create, manage and track all task activities and progression
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Benefits Management
Record employee's benefit plans and selections throughout career progression
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Employee Management
Track employee schedules, availability, and performance across projects and tasks
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Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Additional Functionality (15)
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Education
Provides access to wellness education classes and seminars.
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Services
Provides wellness services.
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Employee Portal
Employee portal lets employees log into the system to help employees track wellness.
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Gamification
Gamification tools for company-wide health and wellness.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
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Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
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Mobility
Is accessible from a mobile device and by users on the go.
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Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
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Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Platform Data (4)
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Visualization
Contains tools to visalize data sets or workflows.
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
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Dashboard & Reporting
Reporting and analytics that report on activity and program effectiveness.
Real-Time Reporting
Active reporting of data and metrics
Platform Performance (2)
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Reporting
Provides pre-built or customizable performance reports
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Monitoring
Contains application performance monitoring capabilities
Analytic Tools - Healthcare Analytics (6)
Data Visualization
Provides graphical representations of data through charts, graphs, and dashboards to facilitate easier interpretation and decision-making.
Cost Analysis
Evaluates treatment costs, resource utilization, and financial performance to optimize healthcare expenditures.
Real-Time Analysis
Enables the analysis and monitoring of healthcare data as it is generated, allowing timely interventions.
Predictive Analytics
Employs statistical algorithms and machine learning techniques to predict future outcomes based on historical data.
Patient Risk Scoring
Calculates risk scores for patients based on their health data, helping providers identify those who may need urgent care or preventive measures.
Natural Language Processing (NLP)
Utilizes NLP to extract meaningful information from unstructured text data, such as clinical notes and patient records.
Additional Functionality (83)
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
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Health Risk Assessment
Health Coaching
Suggesting health goals and plans to clients or patients
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Analytics
Analyze and gain insights into data in real-time
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Health Monitoring
Gain insights into the health of employees, equipment, registered instances or any other organizational asset to check their status
Customizable Branding
Add customized logos and colors to align with company branding
Scheduling
Plan availability and assign specific time slots for tasks and resources
Activity Tracking
Track and document all activities across devices, networks, and other systems
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Chat/Messaging
Communicate using direct chat or messages within the system
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