Simply.Coach Features

Ensures that your staff and existing systems support your business needs, requirements, and patients

Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements

Protects patient data and facilitates the creation and tiering of user credentials when accessing data

Supports and/or automates the daily tasks and responsibilities of a mental health practice

Helps mental health practices adhere to relevant codes and industry regulations

Processes and manages insurance claims and policies. Integrates with patient billing

Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices

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

Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data

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

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

Track and manage schedules and meetings via an integrated calendar

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

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

Process of submitting and following up on claims with insurance companies

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

Protect sensitive data for digital privacy

Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments

Provides note templates that align with mental health specialty practices

Facilitates communication and data share between outside systems, specialties, laboratories, and practices

Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation

Facilitates the electronic prescribing, screening, note-taking, and recalling of medication

Create and securely store digital patient records

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

Tools that help curate mentoring best practices accessible by program participants.

Tools that measure program impact including features such as participation numbers, mentoring activity, and satisfaction metrics.

Real-time analytics to track and meaure the viality of the mentoring program.

Branding tools to create a platform with business name, logo, and distinct messaging.

Manage mentoring programs: registration, pairing, curriculum, and reporting

Dashboard with tools to manage all mentoring sessions and participants.

Integrations with Learning Management system and other solutions.

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

Organize and track educational activities

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

Create, design and manage workflows for repetitive tasks

Allows employees to set and manage work or career related goals

Track employee/learner's progression through training programs

Map out the subjects that comprise courses of study

Track and manage schedules and meetings via an integrated calendar

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Assign issues and tasks based on availability or required skills

Personal profiles that may include photos, job roles, skills, interests, qualifications, languages spoken, and more

Tools that identify participants for the mentoring program and delegate mentee/mentor roles.

Decide how matches will be made, for example: self-directed, facilitated match, flexible, or smart matching.

Enables team members to learn by collaborating with each other

Allows clients to schedule based on availability and syncs with coach calendar.

Processes credit card payments or integrates with payment processing tools.

Generates invoices and payment links to secure client payment.

Electronically collect payments for goods or services

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

Plan an event's time and location

Schedule in-person or online classes

Schedule appointments via a calendar

Stores individualized coaching plans that can be viewed by client and coach.

Allows coaches to include public or private notes for each client and session.

Tracks past and future sessions, and details associated with each session.

Supports communication between client and coach, such as texting, emailing, and video conferencing.

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

Provides access to a coach-curated list of educational resources for clients to utilize.

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

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

Stores relevant biographical data for each client served.

Allows promotional packages or deals to be applied to purchases.

Collects pre- and post-coaching feedback from clients.

Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts.

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

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

Seamlessly integrates with 3rd party websites

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

Access software remotely via mobile devices

Provide online therapy to patients/clients through secure video sessions

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

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

Alter the layout and content of reports

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

Schedule appointments via a calendar

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

Receive lab results electronically

Transmit prescriptions to pharmacies electronically

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Digitally sign online documents

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

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

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

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

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

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

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

Exchange messages in a secure and encrypted manner

Electronically collect payments for goods or services

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

Communicate using direct chat or messages within the system

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

Accept, record, and reconcile financial transactions

Send messages via SMS

Detailed log and record of financial earnings & costs.

Meet with patients remotely

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

Manage and support multiple locations

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

Electronic storage of stakeholder contact information

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

Create and send email blasts/campaigns

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

Patients can register for appointments in advance online

Book meetings and appointments through a website or digital platform

Create, update, and manage bookings, itineraries, and reservations

Assemble applications and processes by dragging over and arranging pre-built components

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

Synchronize with other calendars to view mutual availability and schedules

Manage various aspects of appointments including booking, rescheduling, canceling

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

Manage and support multiple locations

Add customized logos and colors to align with company branding

Process of managing several related projects or business activities to achieve organizational goals

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

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

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Active reporting of data and metrics

Web form that allows users to enter data that is sent and processed for different reasons

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

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

A list of events with their respective dates

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize contracts and forms to collect specific information

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

Automated process of charging customers at regular intervals for repeated access or use of a product or service

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

Import and export data to and from software applications

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters

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

Reminders sent via email

Manage contact details and communication with clients

Track and manage schedules and meetings via an integrated calendar

Notifications via mobile devices

Access software remotely via mobile devices

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

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

Reminders sent via email

Manage the enrollment and onboarding of all new members and accepted applications

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

Tracks metrics that provide insight into how a user interacts with any interface or product

Import and export data to and from software applications

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Centralized repository to store content and assets

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

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

Process of enhancing skills & experiences for continuous professional growth & advancement

Ability to chat online in real time

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

Allow users to access multiple services after entering their login credentials once

Track the status of discussed/agreed tasks

Schedule appointments via a calendar

Gauge satisfaction and receive information for improvement and success

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

Carry out matching automatically using machine learning algorithms

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

Communicate using direct chat or messages within the system

Synchronize with other calendars to view mutual availability and schedules

Customize contracts and forms to collect specific information

Collect and analyze data to evaluate the effectiveness of projects and programs

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

Alter the layout and content of reports

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

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

Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters

Ratings/Reviews