Practice by Numbers Features

Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.

Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.

Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Store, manage and track all forms in a centralized location

Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.

Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.

Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.

Provides organizations with the tools to optimize patient experience efforts

Information, data and reports that are being tracked over time

Active reporting of data and metrics

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Handle the registration and admission process for existing and new students

Create, update, and manage bookings, itineraries, and reservations

Track and manage schedules and meetings via an integrated calendar

Process of submitting and following up on claims with insurance companies

Manage various aspects of appointments including booking, rescheduling, canceling

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Manage, organize, and store contact information

Store, manage, and track all electronic documents in a centralized location

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create, manage and track all task activities and progression

Manage contact details and communication with clients

Assists with insurance verification and patient billing by generating statements, processing payments, and tracking provider information and insurance claims.

Manages the scheduling process, from initial appointment request to confirmations and reminders. Supports customizable scheduling with color-coding and drag-and-drop, and maximizes recall systems.

Offers analytic and reporting tools to monitor financial and operational performance.

Stores files and letters for each patient, and centrally manages patient records and master files.

Allows custom workflows to be created for administrative and clinical staff to reduce time spent on standard tasks.

Automatically create schedules based on business needs or employee availability and qualifications

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Process of submitting and following up on claims with insurance companies

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Create, update, and manage bookings, itineraries, and reservations

Manage and track all internal and external communication conducted via calls, email, text, or chat

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Manage various aspects of appointments including booking, rescheduling, canceling

Manage contact details and communication with clients

Managing day-to-day operations of dental practices such as scheduling appointments, generating reports, and more.

Track and manage inventory levels to maintain proper supply

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Managing and tracking patient health, progress, communication, and treatment plans

Generates financial statements and monitors patient outstanding balances for uncollected revenue.

Processes credit card payments and inventory sales natively or via integration with POS tools.

Electronically collect payments for goods or services

Creates treatment plans to help dentists visualize proposed treatment, with dental charts and dental imaging support. Tracks treatment history and allows treatment plans to be updated as needed.

Provides a self-service patient portal to streamline appointments, education, and billing.

Offers engagement tools such as appointment reminders, patient education, review generation, and social media engagement, either natively or via integration.

Integrates with dental imaging and/or radiology software to access patient x-Rays and advanced charts.

Convert paper files into digital images

Timed notification for any upcoming task, deadline, appointment, or activity

Set up connections to third-party platforms to improve business processes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Reminders sent via email

Web form that allows users to enter data that is sent and processed for different reasons

Track and document all activities across devices, networks, and other systems

Create, manage, and send invoices or bills to customers

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Log and store the source of contacts/leads

Ability to chat online in real time

Manage and support multiple locations

Assemble applications and processes by dragging over and arranging pre-built components

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Access previous interactions or concerns to maintain customer relationships

Send messages via SMS

Store and organize documents in a centralized system

Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Automated reminders and confirmations for booked appointments and events via text or email

Set a time to generate routine reports automatically

Customizable notes that help healthcare professionals document and track patient progress

Intended to be used by dental practices

Electronic orthodontic records of patients created and stored digitally

Voice recording and storing

Highlight content and/or make notations about parts of content

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Reporting on how each user, task or process has advanced since its initiation

View and compare images, studies, etc., to track changes over time

Voice-activated speech recognition for charting

A chart utilized by dental care professional to write and record oral and periodontal health or disease

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Create and securely store digital patient records

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Store and organize documents in a centralized system

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Customize data fields to support various needs and use cases

Automatically create schedules based on business needs or employee availability and qualifications

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automate workflows and trigger campaigns based on customer actions

Timed notification for any upcoming task, deadline, appointment, or activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ability to chat online in real time

Track the status and progress of tasks

Predict future data based on historical data sets

Track and manage the scheduling of tasks

Software designed for the healthcare industry

Manage and support multiple locations

Communicate using direct chat or messages within the system

Alter the layout and content of reports

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Form predictions based on past and present data/trends

Private online space that lets businesses securely share documents and provide information access to clients

Notifications via mobile devices

Customize contracts and forms to collect specific information

Assemble applications and processes by dragging over and arranging pre-built components

Estimated waiting time in the queue

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Observing and tracking a patient's health status, condition, and wellbeing

Patients can register for appointments in advance online

A collection of customer information such as contact details, demographics, previous interactions, etc.

Notifications that are delivered to users as soon as an event occurs

Identify patient's location at any given point in time

Send messages via SMS

Application programming interface that allows for integration with other systems/databases

Online portal through which end users can access the system, manage tasks, or obtain information

Electronically collect payments for goods or services

Gauge satisfaction and receive information for improvement and success

Active monitoring of systems, applications, or networks

Book and manage patient appointments and follow-ups

Use AI to generate content in the form of text, images, videos, etc.