Phreesia 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

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

Clinical (11)

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

Platform (9)

User Authorization - HIPAA Compliant Messaging: Allows administrators to set up and implement any levels of authorization required to send and receive secure messages
Compliant Texting - HIPAA Compliant Messaging: Facilitates the receiving and sending of secure and encrypted text messages
Compliant Emailing - HIPAA Compliant Messaging: Facilitates the receiving and sending of secure and encrypted emails
Clinical Communication - HIPAA Compliance: Facilitates communication between health care professionals
HIPAA Compliance - HIPAA Compliant Messaging: Aligns and complies with HIPAA regulation and standards
Operating Systems - HIPAA Compliant Messaging: Supports desktop, iOS, and Android operating systems
Message Lifespan - HIPAA Compliant Messaging: Allows the determination and assignment of the lifespan of a delivered message
Workflow Enhancement - HIPAA Compliant Messaging: Enhances clinical workflows
PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Operations (24)

Workflow Optimization - Clinical Documentation: Optimize and make efficient clinical workflows
EHR Integration - Clinical Documentation: Integrate with existing EHRs
Clinical Communication - Clinical Documentation: Synchronize patient data across the org
Transcription Automation - Clinical Documentation: Leverage NLP and ML technologies to automate and optimize clinical transcription or translation needs
CDI Training - Clinical Documentation: Provides training and education regarding clinical documentation improvement (CDI) tactics
Clinical Data Exchange - Clinical Documentation: Supports and streamlines the viewing and utilizing of patient data and assessments across the org
Document Access - Clinical Documentation: Provides access to collected patient data
Digitization - Clinical Documentation: Digitizes paper records
Workflow Management: Enhances clinical workflows
Interoperability: Integrates with existing medical practice solutions
Digital Intake Forms: Provides digitized intake forms both for patient and physician use
Engagement Measuring: Tracks and measures current and improved levels of patient engagement
Patient Satisfaction Management: Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
EHR Integration: Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
IPC Systems Integration: Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Patient Intake: Patients can register for appointments in advance online
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Forms: Customize contracts and forms to collect specific information
Care Summaries: Electronic patient health records
EHR-Agnostic: Electronic patient health records, including records from multiple doctors
Assessment Management: Creation, administration, and evaluation of assessments or tests
Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Data Management (4)

Visibility (3)

Patient Convenience (7)

Tablets and Kiosks: Provides integration with a hardware offering to facilitate patient intake process
Payment Collection: Facilitates the collection of copays and direct payments
Form Workflow: Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form
Patient Check-in: Streamlines the check-in workflow and experience
Mobile Patient Intake: Enables patients to complete intake forms on their personal mobile devices
Customizable Forms: Customize contracts and forms to collect specific information
Data Collection: Process of gathering, measuring, and analyzing accurate data

Administration (8)

Patient Data Transfer: Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database
HIPAA Compliance: Ensures compliance with HIPAA security and encryption regulation
Insurance Credentialing: Runs and verifies patients' health care insurance
ID Verification: Runs and verifies patient information cards
Appointment Scheduler Integration: Seamlessly integrates with digitized online appointment booking solution
E-Signature: Captures patients' electronic signatures
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Patient-Centered Functions (18)

Online Presence Management: Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management: Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal: Facilitates and enables patient access to their personal health information and data.
Patient Communications: Streamlines the delivery of messaging between health care professional and patient.
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

Generative AI (3)

Agentic AI - Medical Billing (1)

Additional Functionality (292)

Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Data Import/Export: Import and export data to and from software applications
Secure Data Storage: Securely stores data to prevent data loss or breaches
Audit Trail: A record of all activities within the system, including user access, changes made, etc.
Collaboration Tools: Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Vulnerability Scanning: Discover patch statuses and vulnerabilities
Customizable Reports: Alter the layout and content of reports
Data Security: Protect sensitive data for digital privacy
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Forms: Customize contracts and forms to collect specific information
For Healthcare: Software designed for the healthcare industry
Document Storage: Store and organize documents in a centralized system
Risk Alerts: Notifying as a warning or reminder of a potential or imminent hazard
API: Application programming interface that allows for integration with other systems/databases
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Activity Tracking: Track and document all activities across devices, networks, and other systems
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Real-Time Reporting: Active reporting of data and metrics
Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Version Control: Track revisions and updates made to files and navigate between different versions
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Risk Analysis: Analyze potential risks across the organization
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
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
Onsite Registration: In-person, onsite registration
Patient Scheduling: Book and manage patient appointments and follow-ups
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Wireless Internet Access Control: Control and manage access to wireless networks
Photo Capture: Capture photos for any type of use case
Self Check-In/Check-Out: Check-in and out via a mobile device or kiosk
QR Codes: Matrix barcode that stores information
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Payment Processing: Accept, record, and reconcile financial transactions
Configuration Management: Identify component attributes like servers, hardware, software, and manage relationships across all services
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Interactive Content: Allow the audience to interact or engage with the content
Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Digital Signage: Digital displays use technologies such as LCD, LED, projection and e-paper
Multi-Language: Manage and support multiple languages
Wayfinding: Process of understanding one's position in a physical space via planned routes, signs, colors and images
Virtual Keyboard: On-screen keyboard that can be used without the need for physical keys/keyboard
User Session Management: Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system
Customizable User Interface: Design, modify, and organize how content is displayed on a system interface
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Timeout
Customizable Branding: Add customized logos and colors to align with company branding
Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed
Touch Screen: Interactivity between software and users by touching areas on the screen of display devices
ID Scanning: Scan and validate an ID barcode
Scheduling: Plan availability and assign specific time slots for tasks and resources
Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage: Store and organize documents in a centralized system
Activity Tracking: Track and document all activities across devices, networks, and other systems
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Customizable Fields: Customize data fields to support various needs and use cases
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking: Log and store the source of contacts/leads
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation: Automate workflows and trigger campaigns based on customer actions
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access: Access software remotely via mobile devices
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat: Ability to chat online in real time
Task Progress Tracking: Track the status and progress of tasks
Predictive Analytics: Predict future data based on historical data sets
Task Scheduling: Track and manage the scheduling of tasks
For Healthcare: Software designed for the healthcare industry
Multi-Location: Manage and support multiple locations
Chat/Messaging: Communicate using direct chat or messages within the system
Customizable Reports: Alter the layout and content of reports
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting: Form predictions based on past and present data/trends
Patient Education: Educational and medical resources that are delivered to patients online
Electronic Payments: Electronically collect payments for goods or services
Multi-Language: Manage and support multiple languages
Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Appointment Scheduling: Schedule appointments via a calendar
Real-Time Data: Receive data and information in real time
Sentiment Analysis: Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Analytics: Analyze and gain insights into data in real-time
Medication History: Access to patient medication history data
Online Refills: Allows medical providers and/or customers to request previously filled prescriptions online
Messaging: Communicate using messages within the system
Video Conferencing: Connect with meeting participants remotely over video
Real-Time Monitoring: Active monitoring of systems, applications, or networks
API: Application programming interface that allows for integration with other systems/databases
Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions
Customizable Branding: Add customized logos and colors to align with company branding
Historical Reporting: Information, data and reports that are being tracked over time
Mobile Alerts: Notifications via mobile devices
Lab Results: Laboratory test results
Telemedicine: Meet with patients remotely
One-to-One Messaging: Send personal messages to clients or attendees
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Health Record Access: Gaining access to confidential health documents and information
Medical Billing: Manage billing and payments for a healthcare provider
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Bill Payment: Complete outstanding payments
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Electronic Signature: Digitally sign online documents
Two-Way Audio & Video: Presenter can see and hear participants and vice versa
Video Consultations: Speaking to a doctor or healthcare professional using online video tools
Secure Messaging: Exchange messages in a secure and encrypted manner
Scheduling: Plan availability and assign specific time slots for tasks and resources
Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage: Store and organize documents in a centralized system
Activity Tracking: Track and document all activities across devices, networks, and other systems
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Customizable Fields: Customize data fields to support various needs and use cases
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking: Log and store the source of contacts/leads
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation: Automate workflows and trigger campaigns based on customer actions
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access: Access software remotely via mobile devices
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat: Ability to chat online in real time
Task Progress Tracking: Track the status and progress of tasks
Predictive Analytics: Predict future data based on historical data sets
Task Scheduling: Track and manage the scheduling of tasks
For Healthcare: Software designed for the healthcare industry
Multi-Location: Manage and support multiple locations
Chat/Messaging: Communicate using direct chat or messages within the system
Customizable Reports: Alter the layout and content of reports
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting: Form predictions based on past and present data/trends
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
Mobile Alerts: Notifications via mobile devices
Customizable Forms: Customize contracts and forms to collect specific information
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking: Estimated waiting time in the queue
Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Patient Intake: Patients can register for appointments in advance online
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
Patient Location Tracking: Identify patient's location at any given point in time
SMS Messaging: Send messages via SMS
API: Application programming interface that allows for integration with other systems/databases
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Electronic Payments: Electronically collect payments for goods or services
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring: Active monitoring of systems, applications, or networks
Patient Scheduling: Book and manage patient appointments and follow-ups
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
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
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Pre-Appointment Screening: Questionnaire for clients to answer prior to attending appointments.
EMR/EHR: Create and securely store digital patient records
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
SMS Messaging: Send messages via SMS
Customizable Branding: Add customized logos and colors to align with company branding
Broadcast Messaging: Notify large groups of people simultaneously about important updates.
Commenting/Notes: Leave comments and notes on documents for others to view
Cancellation Management: Allow customers to cancel their subscription remotely.
Room Scheduling: Reserving a room for meeting in an office or co-working space
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Email Marketing: Create and send email blasts/campaigns
Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Recurring Appointments: Schedule repeating appointments based on a duration of time
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Appointment Types: The ability to choose between different appointments in a selection.
API: Application programming interface that allows for integration with other systems/databases
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
No-Show Tracking: Track and monitor patient no-show rates
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
Multi-Physician: Supports practices with multiple healthcare professionals
Payment Processing: Accept, record, and reconcile financial transactions
Wait List Management: Record, update and manage waiting lists
Electronic Signature: Digitally sign online documents
Task Management: Create, manage and track all task activities and progression
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Prescription Renewal: Enables medical providers and/or patients to electronically renew existing prescriptions
Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Patient Intake: Patients can register for appointments in advance online
Multi-Location: Manage and support multiple locations
Virtual Meetings: Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.
Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
Check-in/Check-out: Track the status of assets and whether they're checked in or out
Mobile Access: Access software remotely via mobile devices
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Online Scheduling: Track and organize online shifts