[
Practic... Reviews
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[
Practic... Reviews
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# Practice Fusion Features

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## Administrative (3)

Regular Updates - E-Prescribing

Ensures e-prescribing database and certifications remain up-to-date via market and industry research

Clinical Alerts - E-Prescribing

Allows the set up of custom or common alerts to notify physicians and pharmacists of potential prescription issues

Electronic Prior Authorization - E-Prescribing

Ensures that patient and medication critera is met to facilitate quick and accurate authorization of medication

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## Operations (23)

HIPAA Compliant - E-Prescribing

Ensures compliance with HIPAA and other health care regulations via encryption and security

Provider Certification - E-Prescribing

Provides and/or updates e-prescription certification of providers

Pharmacy Medication History - E-Prescribing

Tracks and provides history of medication history data of the pharmacy

EPCS - E-Prescribing

Supports and tracks the electronic prescribing of controlled substances and drugs

Patient Medication History - E-Prescribing

Tracks and provides history of medication history data of the patient

EPCS Compliant

Compliant w/ EPCS (Electronic Prescriptions for Controlled Substances) regulations as set by the DEA (Drug Enforcement Administration)

Prescription Cancellation

Enables medical providers and/or patients to electronically cancel prescriptions

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.

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## Interoperability (4)

Pharmacy Network - E-Prescribing

Connects e-prescribing database with pharmacies

EHR Integration - E-Prescribing

Supports integration of e-prescribing database to existing EHRs

Lab Integration - E-Prescribing

Supports connection of EHR and pharmacy inventory management software to laboratory database

Third-Party Integrations

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

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## Clinical Workflow Management (9)

Multiple Medical Provider Access

Allows medical professionals from any department to access and update patient health information

Ancillary Care Provider Access

Allows medical professionals from other health systems access patient health information

Meaningful Use Reporting

Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives

Clinical Documentation

Simplifies charting and patient documentation tasks

Mobile Access

Access software remotely via mobile devices

Historical Reporting

Information, data and reports that are being tracked over time

For Primary Care

Designed for primary care doctors/facilities.

For Urgent Care

Designed for urgent care/emergency facilities.

Clinical Care

Any form of examination or diagnosis performed for the purpose of medical treatment.

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##### 
## Patient Health Information Management (37)

ePHI Storage

Electronically, securely stores patient records

Interoperability

Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software

Patient Workflow Management

Tracks and monitors the movement of patients through the health care practice or system

Telemedicine Integration

Provide integration with third-party telehealth applications

Claims Management

Process of submitting and following up on claims with insurance companies

Documentation Management

Manage product specific documents in a categorized order

Revenue Management

Monitor sales and make necessary adjustment in order to increase demand and revenue

Patient Records Management

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

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

Medication Management

Administer and track medication inventory, schedules, dosage, and side-effects

Task Management

Create, manage and track all task activities and progression

Care Plan Management

Manage the treatment plan and coordination between care providers and patients with special health care needs

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Communication Management

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

Prescription Management

Prescribing, renewing, and keeping a record of the medicines given to an individual or animal

Inventory Management

Track and manage inventory levels to maintain proper supply

Forms Management

Store, manage and track all forms in a centralized location

Image Management

Support for uploading and retaining image files in the cemetery records database

Practice Management

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Intake Management

Activities related to the initial admission of a charge into the organization's care

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Lab Order Management

Submit and track requests for laboratory tests

Configurable Workflow

Configure existing workflows to meet your organization's needs

Formulary Management

Determine clinically appropriate and cost-effective medications and therapies for patients

EMR/EHR

Create and securely store digital patient records

Clinic Interoperability

Securely transfer, access, exchange, integrate or use data with different providers or systems

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Records Management

Ability to record, store, update, and retrieve information

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Registration Management

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

Referral Management

Log and store the source of contacts/leads

Case Management

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

For Pain Management

Designed for pain management practices & departments

Escalation Management

Define a process for transferring calls/tickets to management

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

In-Patient Management

Care of patients who are admitted and stay in the hospital overnight

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##### 
## Patient-Centered Functions (19)

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.

Integration with Wearables

Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.

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

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## Operations Management (4)

Administrative Processes

Simplifies and supports administrative processes like registration, reporting, document management, and inventory.

Back Office Processes

Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.

Workflow Coordination

Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.

Practice Specialty Support

Tailors functionality based on specific nuances of specialty practices.

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##### 
## Added Efficiencies (49)

Integration with EHRs

Enables integration with electronic health records (EHRs) for effective information flow.

Compliance

Maintains practice compliance around health care mandates and regulatory requirements.

Integration with Billing Software

Enables integration with revenue cycle management (RCM), medical billing, and insurance solutions for effective recordkeeping and maintenance.

Patient Information Management

Tracks and monitors patient demographic information.

Medical Billing

Manage billing and payments for a healthcare provider

Third-Party Integrations

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

Data Integration

Combining data from different sources and providing a unified view

Tax Management

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Expense Management

Plan, pay and track business related expenses.

Claims Management

Process of submitting and following up on claims with insurance companies

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Materials Management

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Workflow Management

Create, design and manage workflows for repetitive tasks

Subscription Management

Process of managing customer subscription lifecycle for a recurring service or a product

Invoice Management

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

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Availability Management

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

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Insurance Management

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Practice Management

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Care Plan Management

Manage the treatment plan and coordination between care providers and patients with special health care needs

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Records Management

Ability to record, store, update, and retrieve information

Document Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Assessment Management

Creation, administration, and evaluation of assessments or tests

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Patient Records Management

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Communication Management

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

EMR/EHR

Create and securely store digital patient records

Forms Management

Store, manage and track all forms in a centralized location

Contact Management

Manage, organize, and store contact information

Accounting Integration

Integrate with a third-party accounting system

Out-Patient Management

Care of patients who do not stay overnight

Payroll Management

Manage employee salary processes, data, taxes, and records administration efficiently

Physician Management

Track and organize physician schedules and pertinent information

Registration Management

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

Task Management

Create, manage and track all task activities and progression

Policy Management

Create, manage, and track policies and procedures within an organization

Revenue Management

Monitor sales and make necessary adjustment in order to increase demand and revenue

In-Patient Management

Care of patients who are admitted and stay in the hospital overnight

Lab Information Management

Allows you to effectively manage samples and associated data

Bed Management

The allocation and provision of beds

Patient Flow Management

Vaccine Management

Manage vaccine administration from the time the vaccine arrives at the clinic until it is administered

Financial Management

Plan, manage, and track the financial activities of an individual or organization

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## Generative AI (2)

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

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## Agentic AI - EHR (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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## Agentic AI - Medical Billing (1)

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### 
## Additional Functionality (368)

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Self Service Portal

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

Document Storage

Store and organize documents in a centralized system

Activity Tracking

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

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

API

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

HIPAA Compliant

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

Activity Dashboard

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

Appointment Scheduling

Schedule appointments via a calendar

Customizable Reports

Alter the layout and content of reports

Real-Time Updates

Receive system updates as soon as any changes are made

E-Prescribing

Transmit prescriptions to pharmacies electronically

Scheduling

Plan availability and assign specific time slots for tasks and resources

Pharmacy

Stock, distribute, and manage billing for drugs

Generative AI

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

AI Copilot

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

Real-Time Data

Receive data and information in real time

Data Import/Export

Import and export data to and from software applications

Client Portal

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

Real-Time Reporting

Active reporting of data and metrics

Automated Scheduling

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

Multi-Location

Manage and support multiple locations

Alerts/Notifications

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

Order Entry

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customizable Templates

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

Reminders

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

Project Accounting

Manage and track financials on a project-to-project basis

Medical Coding

Translation of patients' medical files and bills into universal codes required by insurance

Payment Processing

Accept, record, and reconcile financial transactions

Payment Reconciliation

Reconcile payments with corresponding invoices or orders for accounting purposes

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Revenue Recognition

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Resource Allocation & Planning

Assign available resources (human and/or non-human) to various projects and tasks

General Ledger

Centralized accounting record which tracks all financial transactions

Mobile Access

Access software remotely via mobile devices

Purchasing & Receiving

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

For Medical Purposes

Intended for medical use such as diagnosis, treatment, and consultation

Secure Data Storage

Securely stores data to prevent data loss or breaches

Financial Reporting

Generate reports to assess the financial performance of an organization

Accounts Payable

Track money owed to a company's creditors/suppliers

Accounts Receivable

Track outstanding invoices and the money owed from clients

Budgeting/Forecasting

Create budgets based on historical data and future projections

Financial Analysis

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Electronic Payments

Electronically collect payments for goods or services

Patient Scheduling

Book and manage patient appointments and follow-ups

Live Chat

Ability to chat online in real time

Patient Engagement

Allows medical providers to engage patients in a variety of ways to ensure their health.

Physician Scheduling

Manage physician availability and schedules

Multi-Physician

Supports practices with multiple healthcare professionals

Patient Portal

Online portal where patients can access information such as health records, treatment plants, etc.

Telemedicine

Meet with patients remotely

Insurance Eligibility Verification

Checking eligibility of patients for different insurance claims

Claims Scrubbing

Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate

Patient Intake

Patients can register for appointments in advance online

Clinic Interoperability

Securely transfer, access, exchange, integrate or use data with different providers or systems

SOAP notes

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Task Scheduling

Track and manage the scheduling of tasks

Chat/Messaging

Communicate using direct chat or messages within the system

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

For Occupational Therapists

Designed for the use of occupational therapists

Progress Tracking

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

Progress Reports

Document and report the progress of ongoing projects

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

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

Monitoring

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

Patient Location Tracking

Identify patient's location at any given point in time

SMS Messaging

Send messages via SMS

Contact Database

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

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Clinical Notes

Record and organize clinical notes and progress notes for each patient after interaction with a physician

Credit Card Processing

Accept and process credit card transactions

Growth Charts

Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children

Scheduled/Automated Reports

Set a time to generate routine reports automatically

Immunization & Allergy Tracking

Manage updates to member's immunization records and track individual allergies

Medical History Records

Records of patients' medical history

Treatment Planning

Create treatment plans that document interventions and outcomes to track patient progress

Coding Assistance

Automatically generates E/M codes based on information collected during patient charting

Email Reminders

Reminders sent via email

Availability Indicator

Indication whether a resource is available or protected from allocation

For Podiatrists

Intended to be used by podiatrists

Online Intake Forms

Online forms for managing client intake

Customizable Fields

Customize data fields to support various needs and use cases

Imaging and X-rays

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

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Customizable Branding

Add customized logos and colors to align with company branding

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Referral Tracking

Log and store the source of contacts/leads

For Speech Therapists

Designed for the use of speech therapists

Historical Reporting

Information, data and reports that are being tracked over time

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Prescription Renewal

Enables medical providers and/or patients to electronically renew existing prescriptions

Messaging

Communicate using messages within the system

SMS Reminders

Reminders sent via SMS/text message

Drug Reference Database

Electronic storage of drug information such as name, brand, appearance, etc.

Scheduling

Plan availability and assign specific time slots for tasks and resources

Revenue Management

Monitor sales and make necessary adjustment in order to increase demand and revenue

Mobile App

Access the system via a mobile application

HIPAA Compliant

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Claims Management

Process of submitting and following up on claims with insurance companies

Payment Processing

Accept, record, and reconcile financial transactions

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Online Refills

Allows medical providers and/or customers to request previously filled prescriptions online

Generative AI

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

Charting

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

AI Copilot

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

Medication Alerts/Warnings

Alerts/warnings for potential allergies or interactions triggered by medications

Healthcare Compliance

Compliant with healthcare rules and regulations around the world

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

API

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

Formulary Management

Determine clinically appropriate and cost-effective medications and therapies for patients

Reporting & Statistics

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

Electronic Prior Authorization

Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.

Records Management

Ability to record, store, update, and retrieve information

Pricing Data

Real-time pricing data for products, services, etc.

Customizable Templates

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

Predictive Analytics

Predict future data based on historical data sets

Patient Portal

Online portal where patients can access information such as health records, treatment plants, etc.

Inventory Management

Track and manage inventory levels to maintain proper supply

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Document Management

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

Task Management

Create, manage and track all task activities and progression

Electronic Signature

Digitally sign online documents

Workflow Management

Create, design and manage workflows for repetitive tasks

Activity Dashboard

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

Multi-Location

Manage and support multiple locations

Immunization & Allergy Tracking

Manage updates to member's immunization records and track individual allergies

For Medical Purposes

Intended for medical use such as diagnosis, treatment, and consultation

Diagnostic Reports

Reporting completed by clinicians that summarizes health/medical diagnoses

Alerts/Notifications

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

Data Import/Export

Import and export data to and from software applications

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Patient Records Management

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

Prescription Management

Prescribing, renewing, and keeping a record of the medicines given to an individual or animal

Quality Assurance

Systematic evaluation of various aspects of a project or service to prevent defects or issues

For Anesthesiologists

Software specialized for anesthesiologists

Data Collection

Process of gathering, measuring, and analyzing accurate data

AI Copilot

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

Preoperative Modules

Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification.

Generative AI

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

ICD-10 Compliance

Manage the intricacies of ICD-10 cataloging and ensure clinic compliance

Intraoperative Charting

The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors.

EHR/EMR Integration

Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems

Templates

Sample files or documents that could be customized as needed or used as is

Patient Communications

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

Reporting & Statistics

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

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Customizable Templates

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

Customizable Forms

Customize contracts and forms to collect specific information

Multi-Location

Manage and support multiple locations

Voice Recognition

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

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

E-Prescribing

Transmit prescriptions to pharmacies electronically

Billing & Invoicing

Create, manage, and send invoices or bills to customers

ONC-ATCB Certified

Certified for healthcare IT products based on the results from ONC-ATL

Referral Tracking

Log and store the source of contacts/leads

Claims Scrubbing

Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate

Electronic Payments

Electronically collect payments for goods or services

Insurance Eligibility Verification

Checking eligibility of patients for different insurance claims

Coding Assistance

Automatically generates E/M codes based on information collected during patient charting

Meaningful Use Certified

Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged

Live Chat

Ability to chat online in real time

HIPAA Compliant

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

Treatment Planning

Create treatment plans that document interventions and outcomes to track patient progress

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.

For Cardiologists

Intended to be used by cardiologists

Reminders

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

Customizable Reports

Alter the layout and content of reports

Appointment Scheduling

Schedule appointments via a calendar

Third-Party Integrations

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

Monitoring Device Integration

Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.

Patient Intake

Patients can register for appointments in advance online

Decision Support

Tools that provide relevant information at specific times to support judgments and courses of action

Progress Notes

Customizable notes that help healthcare professionals document and track patient progress

For Dermatologists

Software specialized for dermatologists

Data Import/Export

Import and export data to and from software applications

Lab Integration

Receive lab results electronically

Telemedicine

Meet with patients remotely

Medical Billing

Manage billing and payments for a healthcare provider

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Medication Database

Find and verify prescription medications by color, shape or imprint

Clinical Notes

Record and organize clinical notes and progress notes for each patient after interaction with a physician

Handwriting Recognition

To scribe and interpret the written words received from online or offline inputs

Imaging and X-rays

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

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Patient Scheduling

Book and manage patient appointments and follow-ups

Immunization & Allergy Tracking

Manage updates to member's immunization records and track individual allergies

Order Entry

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Outcome Assessment Tools

Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients

Alerts/Notifications

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

Initial Assessments

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Family History Tracking

Track family medical history to diagnose existing/new conditions and diseases.

Annotations

Highlight content and/or make notations about parts of content

Diagnostic Reports

Reporting completed by clinicians that summarizes health/medical diagnoses

Growth Charts

Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children

Customizable Tests

Create tailored assessments that test for specific relevant skills

Patient Engagement

Allows medical providers to engage patients in a variety of ways to ensure their health.

EDI

Transfer of data from one computer system to another

For Family Medicine

For family practices

Medication History

Access to patient medication history data

For Substance Abuse Therapy

For mental health professionals that specialize in substance abuse therapy/programs

For Mental/Behavioral Health

For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.

Confirmations/Reminders

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

Medication Alerts/Warnings

Alerts/warnings for potential allergies or interactions triggered by medications

Mobile App

Access the system via a mobile application

Therapy Notes

Tools to help therapists document, record, and recall patient encounters

Electronic Signature

Digitally sign online documents

For Group Therapy

For mental health professionals providing therapy to multiple patients at the same time

For Neurologists

Designed for Neurologists

Speech Recognition

Train your system to interpret and transcribe voice messages

Hardware Integration

Hardware components included as part of the software system

For Obstetrics & Gynecology

For obstetrics and gynecology (OB/GYN) practices

Diagnostic Imaging

Render images of the body for diagnostic and treatment purposes

Patient Education

Educational and medical resources that are delivered to patients online

Patient Questionnaires

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Patient Monitoring

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

Task Scheduling

Track and manage the scheduling of tasks

For Ophthalmologists

For medical practices that specialize in the diagnosis and treatment of eye disorders

SOAP notes

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

3D Imaging

Representation of any object in 3D

For Orthopedics

Specialized software for Orthopedic practices

PACS Integration

Ability to integrate with picture archiving and communication system to store diagnostic imaging files.

Electronic Prior Authorization

Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.

Analytics

Tools for the systematic analysis of various types of data or statistics

Vitals Tracking

Track and measure patient's vitals

For Podiatrists

Intended to be used by podiatrists

Medical History Records

Records of patients' medical history

Automatic Transcription

Use AI to convert voice into text automatically

Case Notes

Access and track notes regarding case activities and updates within case files

Self Service Portal

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Scheduling

Plan availability and assign specific time slots for tasks and resources

For Psychiatrists

Must serve psychiatrists/psychiatric practices

Self Check-In/Check-Out

Check-in and out via a mobile device or kiosk

Urgent Care Templates

Pre-formatted documents and forms for Urgent Care processes.

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Lab Results

Laboratory test results

Payment Processing

Accept, record, and reconcile financial transactions

Data Security

Protect sensitive data for digital privacy

Drug Reference Database

Electronic storage of drug information such as name, brand, appearance, etc.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

For Urologists

Intended to be used by urologists.

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Web-based Deployment

SaaS, web-based, online deployment

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

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

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##### Categories on G2

[
Patient Engagement
](https://www.g2.com/categories/patient-engagement)[
EHR
](https://www.g2.com/categories/ehr)[
Medical Practice Management
](https://www.g2.com/categories/medical-practice-management)

[
Medical Billing
](https://www.g2.com/categories/medical-billing)[
E-Prescribing
](https://www.g2.com/categories/e-prescribing)

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