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# RevenueWell Features

##### 
## Information Flow (4)

Patient Case Management

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

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

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##### 
## 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

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##### 
## 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)

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##### 
## 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

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##### 
## Administration (7)

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

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

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##### 
## Operations (15)

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.

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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##### 
## 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

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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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##### 
## Additional Functionality (210)

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

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.

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

Show More

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##### Categories on G2

[Patient Engagement](https://www.g2.com/categories/patient-engagement)[HIPAA Compliant Messaging](https://www.g2.com/categories/hipaa-compliant-messaging)[Patient Scheduling](https://www.g2.com/categories/patient-scheduling)

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