[ Simply.... Reviews ](https://www.g2.com/products/simply-coach/reviews) [ Simply.... Reviews ](https://www.g2.com/products/simply-coach/reviews) # Simply.Coach Features ##### ## Administrative (17) Workflow Management Ensures that your staff and existing systems support your business needs, requirements, and patients Billing Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements Security and Authorization Protects patient data and facilitates the creation and tiering of user credentials when accessing data Practice Management Supports and/or automates the daily tasks and responsibilities of a mental health practice Compliance Helps mental health practices adhere to relevant codes and industry regulations Insurance Management Processes and manages insurance claims and policies. Integrates with patient billing Appointment Scheduler Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices Patient Portal Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients HIPAA Compliance Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data 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 Show More ##### ## Clinical (7) Patient Records Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments Specialty EHR Templates Provides note templates that align with mental health specialty practices Interoperability Facilitates communication and data share between outside systems, specialties, laboratories, and practices Documentation Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation E-Prescription Facilitates the electronic prescribing, screening, note-taking, and recalling of medication EMR/EHR Create and securely store digital patient records Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Analytics (3) Curation Tools that help curate mentoring best practices accessible by program participants. Program Impact Tools that measure program impact including features such as participation numbers, mentoring activity, and satisfaction metrics. Analytics Real-time analytics to track and meaure the viality of the mentoring program. Show More ##### ## Configure (1) Customizable Branding Branding tools to create a platform with business name, logo, and distinct messaging. Show More ##### ## Management (13) Mentoring Program Management Manage mentoring programs: registration, pairing, curriculum, and reporting Dashboards & Reporting Dashboard with tools to manage all mentoring sessions and participants. Integrations Integrations with Learning Management system and other solutions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Learning Management Organize and track educational activities 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 Goal Management Allows employees to set and manage work or career related goals Training Management Track employee/learner's progression through training programs Curriculum Management Map out the subjects that comprise courses of study Calendar Management Track and manage schedules and meetings via an integrated calendar Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Assignment Management Assign issues and tasks based on availability or required skills Show More ##### ## Program (3) Participant Profiles Personal profiles that may include photos, job roles, skills, interests, qualifications, languages spoken, and more Identifying Participants Tools that identify participants for the mentoring program and delegate mentee/mentor roles. Match Creation Decide how matches will be made, for example: self-directed, facilitated match, flexible, or smart matching. Show More ##### ## Training & eLearning (1) Social Learning Enables team members to learn by collaborating with each other Show More ##### ## Administration (8) Scheduling Allows clients to schedule based on availability and syncs with coach calendar. Payment Processing Processes credit card payments or integrates with payment processing tools. Invoicing Generates invoices and payment links to secure client payment. Electronic Payments Electronically collect payments for goods or services Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Event Scheduling Plan an event's time and location Class Scheduling Schedule in-person or online classes Appointment Scheduling Schedule appointments via a calendar Show More ##### ## Coaching (8) Client Plans Stores individualized coaching plans that can be viewed by client and coach. Notekeeping Allows coaches to include public or private notes for each client and session. Session History Tracks past and future sessions, and details associated with each session. Messaging Supports communication between client and coach, such as texting, emailing, and video conferencing. Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Resource Library Provides access to a coach-curated list of educational resources for clients to utilize. Activity Tracking Track and document all activities across devices, networks, and other systems Progress Tracking Reporting on how each user, task or process has advanced since its initiation Show More ##### ## Business Management (4) Client History Stores relevant biographical data for each client served. Promotions Allows promotional packages or deals to be applied to purchases. Surveying Collects pre- and post-coaching feedback from clients. Marketing Tools Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts. Show More ##### ## Generative AI (1) Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Coaching (2) Third-Party Integrations Set up connections to third-party platforms to improve business processes Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Additional Functionality (107) 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 Booking Management Create, update, and manage bookings, itineraries, and reservations Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Reminders Timed notification for any upcoming task, deadline, appointment, or activity Calendar Sync Synchronize with other calendars to view mutual availability and schedules Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Multi-Location Manage and support multiple locations Customizable Branding Add customized logos and colors to align with company branding Program Management Process of managing several related projects or business activities to achieve organizational goals Life Coaching Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients API Application programming interface that allows for integration with other systems/databases Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Real-Time Reporting Active reporting of data and metrics Web Forms Web form that allows users to enter data that is sent and processed for different reasons Business Coaching Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Event Calendar A list of events with their respective dates Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Forms Customize contracts and forms to collect specific information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Mentor/Coach Matching Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Client Management Manage contact details and communication with clients Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Alerts Notifications via mobile devices Mobile Access Access software remotely via mobile devices Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Sport Coaching AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Reminders Reminders sent via email Enrollments/Onboarding Manage the enrollment and onboarding of all new members and accepted applications Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Data Import/Export Import and export data to and from software applications Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Content Library Centralized repository to store content and assets Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Progress Tracking Reporting on how each user, task or process has advanced since its initiation Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Live Chat Ability to chat online in real time Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Single Sign On Allow users to access multiple services after entering their login credentials once Action Item Tracking Track the status of discussed/agreed tasks Appointment Scheduling Schedule appointments via a calendar Surveys & Feedback Gauge satisfaction and receive information for improvement and success Generative AI Use AI to generate content in the form of text, images, videos, etc. AI-based Matching Carry out matching automatically using machine learning algorithms Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Chat/Messaging Communicate using direct chat or messages within the system Calendar Sync Synchronize with other calendars to view mutual availability and schedules Customizable Forms Customize contracts and forms to collect specific information Program Evaluation Collect and analyze data to evaluate the effectiveness of projects and programs Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Reports Alter the layout and content of reports API Application programming interface that allows for integration with other systems/databases Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Mentor/Coach Matching Match mentors and mentees through self-matching, admin-led matching, or automatically based on skills, interests and other parameters Ratings/Reviews 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