Profi Features
Administrative (9)
Workflow Management
Ensures that your staff and existing systems support your business needs, requirements, and patients
Billing
Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements
Security and Authorization
Protects patient data and facilitates the creation and tiering of user credentials when accessing data
Practice Management
Supports and/or automates the daily tasks and responsibilities of a mental health practice
Compliance
Helps mental health practices adhere to relevant codes and industry regulations
Insurance Management
Processes and manages insurance claims and policies. Integrates with patient billing
Appointment Scheduler
Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices
Patient Portal
Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients
HIPAA Compliance
Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
Clinical (5)
Patient Records
Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments
Specialty EHR Templates
Provides note templates that align with mental health specialty practices
Interoperability
Facilitates communication and data share between outside systems, specialties, laboratories, and practices
Documentation
Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation
E-Prescription
Facilitates the electronic prescribing, screening, note-taking, and recalling of medication
Platform (8)
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
Training & eLearning (1)
Content Creation
Creates training materials for instructor- and self-led courses.
Content (5)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability. 10 reviewers of Profi have provided feedback on this feature.
Project Management
As reported in 10 Profi reviews. Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement. This feature was mentioned in 11 Profi reviews.
Time Tracking
Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application.
Courses (6)
Personalized recommendations
Generates personalized course recommendations or suggested learning paths based on pre-assessment results.
High-quality content
Offers lessons with interactive, high-quality content.
Video content
Includes relevant video content in lessons.
Projects
Contains projects based on real-world scenarios that allow learners to practice their skills.
In-course assessments
Provides in-course assessments to assess learners’ mastery of the material.
Certification practice tests
Includes practice tests to help learners prepare for professional certification exams.
Administration (9)
Team-level monitoring
Allows administrators to assign courses and monitor activities of teams or subsets of users.
Administrative dashboard
Gives administrators access to analytics dashboards with data on learners’ usage and proficiency levels.
Certificates
Awards certificates for completing courses or learning paths.
Scheduling
Allows clients to schedule based on availability and syncs with coach calendar. 22 reviewers of Profi have provided feedback on this feature.
Payment Processing
As reported in 21 Profi reviews. Processes credit card payments or integrates with payment processing tools.
Invoicing
As reported in 20 Profi reviews. Generates invoices and payment links to secure client payment.
Practice Branding
Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding.
Practice Specific
Supports the needs and requirements of specialty practices.
Charting And Documentation
Generates or provides practioners with the tools to create clinical documentation post-meeting.
Compatibility (3)
Mobile compatibility
Compatible with mobile devices.
Offline access
Enables offline access to course materials.
Single sign-on (SSO)
Provides single-sign on capabilities for learners.
Coaching (6)
Client Plans
Based on 21 Profi reviews. Stores individualized coaching plans that can be viewed by client and coach.
Notekeeping
Based on 20 Profi reviews. Allows coaches to include public or private notes for each client and session.
Session History
As reported in 22 Profi reviews. Tracks past and future sessions, and details associated with each session.
Messaging
Supports communication between client and coach, such as texting, emailing, and video conferencing. 22 reviewers of Profi have provided feedback on this feature.
Goal Tracking
Tracks progress towards agreed coaching goals. 19 reviewers of Profi have provided feedback on this feature.
Resource Library
Provides access to a coach-curated list of educational resources for clients to utilize. 17 reviewers of Profi have provided feedback on this feature.
Business Management (4)
Client History
Stores relevant biographical data for each client served. 21 reviewers of Profi have provided feedback on this feature.
Promotions
As reported in 19 Profi reviews. Allows promotional packages or deals to be applied to purchases.
Surveying
As reported in 17 Profi reviews. Collects pre- and post-coaching feedback from clients.
Marketing Tools
Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts. 18 reviewers of Profi have provided feedback on this feature.
Operations (7)
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-Centered Functions (5)
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.
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.
Added Efficiencies (4)
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.
Technology (3)
Telecommunications
Utilizes telecommunications technology to provide providers and patients with two-way communication.
Low Bandwidth Support
Ensures that the telemedicine solutions works even when internet is slow or network is poor.
EHR Integration
Facilitates the integration between telemedicine platform and existing EHR.
Compliance (2)
HIPAA Compliance
Ensures that the telemedicine platform adheres and complies with HIPAA regulations.
State Regulation Compliance
Ensures that the telemedicine platform adheres and complies with state-specific telehealth regulations.
Generative AI (4)
AI Text Generation
As reported in 15 Profi reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 15 Profi reviews. Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs. This feature was mentioned in 14 Profi reviews.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Coaching (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Course Authoring (2)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation

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