[ Practic... Reviews ](https://www.g2.com/products/practice-by-numbers/reviews) [ Practic... Reviews ](https://www.g2.com/products/practice-by-numbers/reviews) # Practice by Numbers 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 ##### ## Administrative Tools (20) Insurance and Billing Assists with insurance verification and patient billing by generating statements, processing payments, and tracking provider information and insurance claims. Appointment Scheduling 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. Business Intelligence and Reporting Offers analytic and reporting tools to monitor financial and operational performance. Document Management Stores files and letters for each patient, and centrally manages patient records and master files. Workflows Allows custom workflows to be created for administrative and clinical staff to reduce time spent on standard tasks. Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Task Scheduling Track and manage the scheduling of tasks 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 Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Booking Management Create, update, and manage bookings, itineraries, and reservations Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Client Management Manage contact details and communication with clients Dental Practice Management Managing day-to-day operations of dental practices such as scheduling appointments, generating reports, and more. Inventory Management Track and manage inventory levels to maintain proper supply User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Patient Management Managing and tracking patient health, progress, communication, and treatment plans Show More ##### ## Financial Tools (3) Accounting Generates financial statements and monitors patient outstanding balances for uncollected revenue. Payment Processing Processes credit card payments and inventory sales natively or via integration with POS tools. Electronic Payments Electronically collect payments for goods or services Show More ##### ## Clinical Tools (5) Treatment Planning 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. Patient Portal Provides a self-service patient portal to streamline appointments, education, and billing. Patient Engagement Offers engagement tools such as appointment reminders, patient education, review generation, and social media engagement, either natively or via integration. Dental Imaging Integrates with dental imaging and/or radiology software to access patient x-Rays and advanced charts. Document Imaging Convert paper files into digital images Show More ##### ## Additional Functionality (91) Reminders Timed notification for any upcoming task, deadline, appointment, or activity Third-Party Integrations Set up connections to third-party platforms to improve business processes Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Email Reminders Reminders sent via email Web Forms Web form that allows users to enter data that is sent and processed for different reasons Activity Tracking Track and document all activities across devices, networks, and other systems Billing & Invoicing Create, manage, and send invoices or bills to customers SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Escalation System alerts about the need to escalate an issue or request Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Referral Tracking Log and store the source of contacts/leads Live Chat Ability to chat online in real time Multi-Location Manage and support multiple locations Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components 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. Customer History Access previous interactions or concerns to maintain customer relationships SMS Messaging Send messages via SMS Document Storage Store and organize documents in a centralized system Imaging and X-rays Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Confirmations/Reminders Automated reminders and confirmations for booked appointments and events via text or email Scheduled/Automated Reports Set a time to generate routine reports automatically Progress Notes Customizable notes that help healthcare professionals document and track patient progress For Dental Practices Intended to be used by dental practices Orthodontic Charting Electronic orthodontic records of patients created and stored digitally Voice Capture Voice recording and storing Annotations Highlight content and/or make notations about parts of content Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Progress Tracking Reporting on how each user, task or process has advanced since its initiation Comparison View View and compare images, studies, etc., to track changes over time Hands-Free Charting Voice-activated speech recognition for charting Periodontal Charting A chart utilized by dental care professional to write and record oral and periodontal health or disease Patient Communications Allow communication between the company and patients via messages, SMS, emails, phone, and more EMR/EHR Create and securely store digital patient records 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) [ ![Carepatron](https://images.g2crowd.com/uploads/product/hd_favicon/e0b1627f944f61e3969229e61631b1cb/carepatron.svg "Carepatron") Carepatron 4.5/5(701) ](https://www.g2.com/products/carepatron/reviews) [ ![MaxAssist](https://images.g2crowd.com/uploads/product/hd_favicon/01ba52b2c0576e76e81e9c1fffedbc83/maxassist.svg "MaxAssist") MaxAssist 4.7/5(287) ](https://www.g2.com/products/maxassist/reviews) [ View All Alternatives 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