SimplePractice Features
Administrative (34)
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Workflow Management
Ensures that your staff and existing systems support your business needs, requirements, and patients
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Billing
Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements
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Security and Authorization
Protects patient data and facilitates the creation and tiering of user credentials when accessing data
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Practice Management
Supports and/or automates the daily tasks and responsibilities of a mental health practice
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Compliance
Helps mental health practices adhere to relevant codes and industry regulations
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Insurance Management
Processes and manages insurance claims and policies. Integrates with patient billing
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Appointment Scheduler
Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices
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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
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HIPAA Compliance
Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
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
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Claims Management
Process of submitting and following up on claims with insurance companies
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Data Security
Protect sensitive data for digital privacy
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 nutrition/dietician practice
Compliance
Helps nutrition/dietician 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 nutrition/dietician practices
Patient Portal
Provides patients with a self-service, online portal for them to access nutrition plans, notes, etc. Provides professionals with a way to communicate with and notify patients
HIPAA Compliance
Ensures that nutrition/dietician practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
Records Management
Ability to record, store, update, and retrieve information
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Client Management
Manage contact details and communication with clients
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Clinical (7)
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Patient Records
Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments
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Specialty EHR Templates
Provides note templates that align with mental health specialty practices
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Interoperability
Facilitates communication and data share between outside systems, specialties, laboratories, and practices
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Documentation
Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation
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E-Prescription
Facilitates the electronic prescribing, screening, note-taking, and recalling of medication
EMR/EHR
Create and securely store digital patient records
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform (9)
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User Authorization - HIPAA Compliant Messaging
Allows administrators to set up and implement any levels of authorization required to send and receive secure messages
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Compliant Texting - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted text messages
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Compliant Emailing - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted emails
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Clinical Communication - HIPAA Compliance
Facilitates communication between health care professionals
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HIPAA Compliance - HIPAA Compliant Messaging
Aligns and complies with HIPAA regulation and standards
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Operating Systems - HIPAA Compliant Messaging
Supports desktop, iOS, and Android operating systems
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Message Lifespan - HIPAA Compliant Messaging
Allows the determination and assignment of the lifespan of a delivered message
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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)
Clinical Workflow Management (9)
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Multiple Medical Provider Access
Allows medical professionals from any department to access and update patient health information
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Ancillary Care Provider Access
Allows medical professionals from other health systems access patient health information
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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
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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.
Patient Health Information Management (37)
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ePHI Storage
Electronically, securely stores patient records
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Interoperability
Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software
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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
Operations (14)
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Workflow Management
Enhances clinical workflows
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Interoperability
Integrates with existing medical practice solutions
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Digital Intake Forms
Provides digitized intake forms both for patient and physician use
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Patient Satisfaction Management
Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
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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.
Patient-Centered Functions (19)
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Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
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Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
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Patient Portal
Facilitates and enables patient access to their personal health information and data.
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Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
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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
Operations Management (4)
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Administrative Processes
Simplifies and supports administrative processes like registration, reporting, document management, and inventory.
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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.
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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.
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Practice Specialty Support
Tailors functionality based on specific nuances of specialty practices.
Added Efficiencies (50)
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EMR/EHR
Create and securely store digital patient records
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Compliance
Maintains practice compliance around health care mandates and regulatory requirements.
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Medical Billing
Manage billing and payments for a healthcare provider
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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
Telemedicine Integration
Provide integration with third-party telehealth applications
Technology (4)
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Telecommunications
Utilizes telecommunications technology to provide providers and patients with two-way communication.
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Low Bandwidth Support
Ensures that the telemedicine solutions works even when internet is slow or network is poor.
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EHR Integration
Facilitates the integration between telemedicine platform and existing EHR.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Administration (4)
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Practice Branding
Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding.
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Practice Specific
Supports the needs and requirements of specialty practices.
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Charting And Documentation
Generates or provides practioners with the tools to create clinical documentation post-meeting.
Multi-Provider Practice
For practices with multiple providers
Compliance (2)
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HIPAA Compliance
Ensures that the telemedicine platform adheres and complies with HIPAA regulations.
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State Regulation Compliance
Ensures that the telemedicine platform adheres and complies with state-specific telehealth regulations.
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.
Agentic AI - EHR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (429)
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
Initial Assessments
Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Mobile Access
Access software remotely via mobile devices
Teletherapy
Provide online therapy to patients/clients through secure video sessions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Customizable Reports
Alter the layout and content of reports
For Group Therapy
For mental health professionals providing therapy to multiple patients at the same time
Appointment Scheduling
Schedule appointments via a calendar
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Lab Integration
Receive lab results electronically
E-Prescribing
Transmit prescriptions to pharmacies electronically
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Electronic Signature
Digitally sign online documents
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
For Substance Abuse Therapy
For mental health professionals that specialize in substance abuse therapy/programs
Outcome Assessment Tools
Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Therapy Notes
Tools to help therapists document, record, and recall patient encounters
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
Secure Messaging
Exchange messages in a secure and encrypted manner
Electronic Payments
Electronically collect payments for goods or services
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Payment Processing
Accept, record, and reconcile financial transactions
SMS Messaging
Send messages via SMS
Income/Expense Tracking
Detailed log and record of financial earnings & costs.
Telemedicine
Meet with patients remotely
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Location
Manage and support multiple locations
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Client Database
Electronic storage of stakeholder contact information
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Email Marketing
Create and send email blasts/campaigns
Coding Assistance
Automatically generates E/M codes based on information collected during patient charting
Patient Intake
Patients can register for appointments in advance online
Online Booking
Book meetings and appointments through a website or digital platform
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
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Allergen Tracking
View and track information about potential allergens in food items
Health Coaching
Suggesting health goals and plans to clients or patients
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Credit Card Processing
Accept and process credit card transactions
Activity Tracking
Track and document all activities across devices, networks, and other systems
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Nutrition & Ingredient Labels
List of nutrients or ingredients present in food items
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Alerts
Notifications via mobile devices
Push Notifications
Trigger clickable pop-up messages
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Fitness Assessments
Administer standardized fitness assessments to gauge current fitness level
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Food Tracking
Documentation of food and calorie intake
Historical Reporting
Information, data and reports that are being tracked over time
Electronic Payments
Electronically collect payments for goods or services
Multi-Language
Manage and support multiple languages
Medical History Records
Records of patients' medical history
Dietary Analysis
Measure, calculate and analyze the nutritional content of meals or recipes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Nutrition Program
Create customized diets based on each of your client's needs
Nutrient Database
Searchable database containing the nutrient values of food items
Nutrition Analysis
Scientific process of assessing the types, amount & nutritional content, including calories, vitamins & minerals for food/food products
Meal Planning
Applying knowledge of food, nutrients, food habits & preferences to analyze nutritional content and plan wholesome and attractive meals
Nutrition Log
Nutritional content of the food consumed on a daily basis
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Multi-Location
Manage and support multiple locations
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
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
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Document Storage
Store and organize documents in a centralized system
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
Appointment Scheduling
Schedule appointments via a calendar
Softphone
Use your computer as a phone device to make calls over the internet
Chat/Messaging
Communicate using direct chat or messages within the system
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Records Management
Ability to record, store, update, and retrieve information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Remote Treatment Planning
Remotely create and access treatment plans tailored to individual patients based on symptoms
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customizable Forms
Customize contracts and forms to collect specific information
Video Conferencing
Connect with meeting participants remotely over video
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Multi-Location
Manage and support multiple locations
Mobile Alerts
Notifications via mobile devices
Practice Management
Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
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
Email Reminders
Reminders sent via email
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Online Forms
Create new forms and/or use ready-made online form templates
Claims Management
Process of submitting and following up on claims with insurance companies
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Electronic Payments
Electronically collect payments for goods or services
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Payment Processing
Accept, record, and reconcile financial transactions
One-to-One Messaging
Send personal messages to clients or attendees
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Live Chat
Ability to chat online in real time
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Medical Billing
Manage billing and payments for a healthcare provider
Workflow Management
Create, design and manage workflows for repetitive tasks
Scheduling
Plan availability and assign specific time slots for tasks and resources
Virtual Waiting Room
Monitor wait time and abandonment for incoming requests that have not been routed
Mobile Access
Access software remotely via mobile devices
E-Prescribing
Transmit prescriptions to pharmacies electronically
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Document Management
Store, manage, and track all electronic documents in a centralized location


