SPRY Features
Workflow Automation (15)
Contract Management - Health Care Credentialing
Automates the creation and setup of contracts and applications
Workflow Management - Health Care Credentialing
Configures, customizes, or modifies credentialing paperwork and/or workflow
Database Management - Health Care Credentialing
Maintains provider database
User Authorization - Health Care Credentialing
Provides varying access levels to administrators, stakeholders, etc.
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Training Management
Track employee/learner's progression through training programs
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Task Management
Create, manage and track all task activities and progression
Compliance (4)
Facility Management - Health Care Credentialing
Supports healthcare facility policies, requirements, and needs
Facility Compliance Management - Health Care Credentialing
Manages vendor or provider access controls and compliance
Industry Compliance Management - Health Care Credentialing
Adheres to or aligns with relevant industry regulation
Workflow Management
Create, design and manage workflows for repetitive tasks
Verification (3)
Provider Database Collection - Health Care Credentialing
Pulls data from a regularly updated or real-time provider database
Privileging - Health Care Credentialing
Streamlines monitoring, screening, and verification of sources
Commitee Review - Health Care Credentialing
Provides a built-in commitee review process manager
Document Management (3)
Credentialing e-Documentation - Health Care Credentialing
Stores and maintains credentialing documentation in the cloud
Document Database - Health Care Credentialing
Stores and maintains credentialing documentation in a secure server
Information Audit - Health Care Credentialing
Automates notifying and following up with missing information or documentation
Information Flow (5)
Patient Case Management
Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.
Referrals Management
Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.
Records Management
Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Patient Experience (23)
Dashboards & Reporting
Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.
Team Management
Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.
Secure Communications
Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.
Patient Experience Management
Provides organizations with the tools to optimize patient experience efforts
Historical Reporting
Information, data and reports that are being tracked over time
Real-Time Reporting
Active reporting of data and metrics
Discharge Management
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Admissions Management
Handle the registration and admission process for existing and new students
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Claims Management
Process of submitting and following up on claims with insurance companies
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Contact Management
Manage, organize, and store contact information
Document Management
Store, manage, and track all electronic documents in a centralized location
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Task Management
Create, manage and track all task activities and progression
Client Management
Manage contact details and communication with clients
Clinical (12)
Compliance - Revenue Cycle Management (RCM)
Ensures or facilitates the compliance of an overall health care organization to current regulation and standards
Software Integrations - Revenue Cycle Management (RCM)
Easily integrates with health care IT solutions like EHRs, medical scheduling, and medical billing softwares
Task Automation - Revenue Cycle Management (RCM)
Automates manual administrative tasks to reduce error
ICD-10 Compliance
Manage the intricacies of ICD-10 cataloging and ensure clinic compliance
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Denial Management
Process of investigating, analyzing, and resolving denied insurance claims
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Claims Management
Process of submitting and following up on claims with insurance companies
Financial (8)
Billing Automation - Revenue Cycle Management (RCM)
Automates manual financial management tasks to reduce error
Clearinghouse Integration - Revenue Cycle Management (RCM)
Streamlines any communication and data share between provider and clearinghouse
Claims Management - Revenue Cycle Management (RCM)
Streamlines the processing, scrubbing, and submission of healthcare insurance claims
Medical Billing
Manage billing and payments for a healthcare provider
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
EHR/EMR Integration
Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Efficiency (4)
Claims Data Automation - Healthcare Claims Management
Automatically populates data in claim submission fields
Electronic Submissions - Healthcare Claims Management
Supports electronically uploading and sending of healthcare insurance claims
Clearinghouse Integration - Healthcare Claims Management
Provides integration or facilitates relationships with clearinghouse(s)
Claims Process Workflow - Healthcare Claims Management
Provides or facilitates a structured process to support the entire claims lifecycle
Accuracy (3)
Claims Resubmission - Healthcare Claims Management
Promptly re-submits denied claims once providers update missing or lacking information
Patient Data Security - Healthcare Claims Management
Ensures that patient data remains secure and confidential and that only pertinent information is shared
Claims Scrubbing - Healthcare Claims Management
Digitizes, tracks, and vets submitted health insurance claims to check for errors
Operations (8)
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Workflow Optimization - Clinical Documentation
Optimize and make efficient clinical workflows
EHR Integration - Clinical Documentation
Integrate with existing EHRs
Clinical Communication - Clinical Documentation
Synchronize patient data across the org
Transcription Automation - Clinical Documentation
Leverage NLP and ML technologies to automate and optimize clinical transcription or translation needs
CDI Training - Clinical Documentation
Provides training and education regarding clinical documentation improvement (CDI) tactics
Clinical Data Exchange - Clinical Documentation
Supports and streamlines the viewing and utilizing of patient data and assessments across the org
Document Access - Clinical Documentation
Provides access to collected patient data
Digitization - Clinical Documentation
Digitizes paper records
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
Patient Convenience (7)
Tablets and Kiosks
Provides integration with a hardware offering to facilitate patient intake process
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Payment Collection
Facilitates the collection of copays and direct payments
Form Workflow
Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form
Patient Check-in
Streamlines the check-in workflow and experience
Mobile Patient Intake
Enables patients to complete intake forms on their personal mobile devices
Customizable Forms
Customize contracts and forms to collect specific information
Data Collection
Process of gathering, measuring, and analyzing accurate data
Administration (8)
Patient Data Transfer
Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database
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HIPAA Compliance
Ensures compliance with HIPAA security and encryption regulation
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Insurance Credentialing
Runs and verifies patients' health care insurance
ID Verification
Runs and verifies patient information cards
Appointment Scheduler Integration
Seamlessly integrates with digitized online appointment booking solution
E-Signature
Captures patients' electronic signatures
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
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
Platform Content (2)
Automation
Automates some or all operation related tasks related to prior authorization
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders, such as the medical practice and insurance company
Platform Performance (1)
Reporting
Provides pre-built or customizable performance reports
Platform Additional Functionality (3)
Messaging
Facilitates communication and data share between outside systems, specialties, laboratories, practices, or insurance providers
Task Management
Provides task prioritization and management abilities
Dashboard
Has a centralized dashboard for users to interact with
Platform Interoperability (1)
API
Provides a robust external interface for integrating data, logic and workflows with other software applications.
Platform Data (2)
Alerts and Notifications
Monitors updates to cases and sends notifications to users in-app or through email, text message or otherwise.
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Platform Basics (1)
HIPAA Compliance
Platform adheres to and meets HIPAA regulations, to protect, audit, and secure sensitive data
Generative AI (1)
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AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - EHR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Medical Billing (1)
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Natural Language Interaction
Engages in human-like conversation for task delegation
Patient Communication & Engagement (4)
Personalized Patient Outreach
Delivers targeted engagement campaigns based on patient demographics, risk factors, and behavior.
Intelligent Chatbots & Virtual Assistants
Provides AI-driven chat interfaces to answer patient questions, triage needs, and route requests.
Two-Way Patient Messaging
Enables secure, conversational messaging between patients and care teams across digital channels.
AI-Powered Appointment Reminders
Sends automated appointment reminders via SMS, email, or voice using AI to optimize timing and channel selection.
Scheduling & Access Optimization (4)
Self-Service Appointment Scheduling
Allows patients to book, reschedule, or cancel appointments through web or mobile tools.
Digital Intake & Pre-Visit Forms
Collects and validates patient information electronically prior to appointments.
AI-Based Scheduling Optimization
Optimizes provider schedules using predictive analytics to reduce gaps and overbooking.
Waitlist & Cancellation Management
Automatically fills canceled appointments using intelligent waitlist prioritization.
Care Coordination & Automation (3)
Risk Stratification & Patient Prioritization
Analyzes clinical and behavioral data to identify high-risk patients & prioritize outreach.
Automated Care Pathway Guidance
Guides patients through care journeys using AI-driven recommendations and reminders.
Referral Management
Tracks, routes, and manages referrals across providers & care settings.
Operational Intelligence & Integration (3)
Predictive No-Show Analytics
Identifies patients at risk of missing appointments using predictive models.
EHR & Practice Management Integration
Integrates with electronic health records & practice management systems to synchronize patient and scheduling data.
Operational Performance Dashboards
Provides real-time dashboards tracking engagement, access, and operational KPIs.
Additional Functionality (505)
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
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
Claims Tracking
Process of tracking new and submitted claims and the status of submitted claims
Task Scheduling
Track and manage the scheduling of tasks
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Reports
Alter the layout and content of reports
Remittance Advice
Document insurance payer providing an explanation of benefits (EOB).
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Accounts Receivable
Track outstanding invoices and the money owed from clients
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Healthcare
Software designed for the healthcare industry
Payment Collection
Tracking, managing, and initiating the transfer of funds for overdue customer payments
Dashboard Creation
Creation and customization of dashboards
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Document Storage
Store and organize documents in a centralized system
API
Application programming interface that allows for integration with other systems/databases
Forecasting
Form predictions based on past and present data/trends
Claims Scrubbing
Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Payment Processing
Accept, record, and reconcile financial transactions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customer History
Access previous interactions or concerns to maintain customer relationships
Credit Card Processing
Accept and process credit card transactions
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Payments
Electronically collect payments for goods or services
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.
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Pre-Registration
Manage the pre-registration process
Patient Intake
Patients can register for appointments in advance online
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Patient Scheduling
Book and manage patient appointments and follow-ups
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
License Verification
Verify the member/provider has a valid license, certification, or registration for specific jobs, procedures, or industry standards.
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
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Privileging
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Secure Data Storage
Securely stores data to prevent data loss or breaches
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Reminders
Reminders sent via email
Online Applications
Ability to fill out and submit application forms on the web
Onsite Registration
In-person, onsite registration
Patient Scheduling
Book and manage patient appointments and follow-ups
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Wireless Internet Access Control
Control and manage access to wireless networks
Photo Capture
Capture photos for any type of use case
Self Check-In/Check-Out
Check-in and out via a mobile device or kiosk
QR Codes
Matrix barcode that stores information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Payment Processing
Accept, record, and reconcile financial transactions
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Interactive Content
Allow the audience to interact or engage with the content
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Multi-Language
Manage and support multiple languages
Wayfinding
Process of understanding one's position in a physical space via planned routes, signs, colors and images
Virtual Keyboard
On-screen keyboard that can be used without the need for physical keys/keyboard
User Session Management
Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system
Customizable User Interface
Design, modify, and organize how content is displayed on a system interface
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Timeout
Customizable Branding
Add customized logos and colors to align with company branding
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Touch Screen
Interactivity between software and users by touching areas on the screen of display devices
ID Scanning
Scan and validate an ID barcode
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Mobile Alerts
Notifications via mobile devices
Customizable Forms
Customize contracts and forms to collect specific information
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking
Estimated waiting time in the queue
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Patient Intake
Patients can register for appointments in advance online
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Patient Location Tracking
Identify patient's location at any given point in time
SMS Messaging
Send messages via SMS
API
Application programming interface that allows for integration with other systems/databases
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Electronic Payments
Electronically collect payments for goods or services
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Patient Scheduling
Book and manage patient appointments and follow-ups
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Outcome Assessment Tools
Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Patient Management
Managing and tracking patient health, progress, communication, and treatment plans
Credit Card Processing
Accept and process credit card transactions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
SMS Messaging
Send messages via SMS
Forms Management
Store, manage and track all forms in a centralized location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Healthcare Compliance
Compliant with healthcare rules and regulations around the world
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Payments
Electronically collect payments for goods or services
Customizable Forms
Customize contracts and forms to collect specific information
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Claims Management
Process of submitting and following up on claims with insurance companies
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling
Track and manage the scheduling of tasks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Workflow Management
Create, design and manage workflows for repetitive tasks
Multi-Location
Manage and support multiple locations
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Inventory Management
Track and manage inventory levels to maintain proper supply
For Chiropractors
Serves chiropractic practices
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Customizable Reports
Alter the layout and content of reports
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Workflow Management
Create, design and manage workflows for repetitive tasks
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Practice Management
Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Secure Data Storage
Securely stores data to prevent data loss or breaches
Customizable Dashboard
Alter the layout and content of dashboards
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Scheduling
Plan availability and assign specific time slots for tasks and resources
Invoice History
Store and view prior invoices for each account/client
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Electronic Payments
Electronically collect payments for goods or services
Online Intake Forms
Online forms for managing client intake
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Records Management
Ability to record, store, update, and retrieve information
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Credit Card Processing
Accept and process credit card transactions
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
E-Prescribing
Transmit prescriptions to pharmacies electronically
Remittance Advice
Document insurance payer providing an explanation of benefits (EOB).
PACS Integration
Ability to integrate with picture archiving and communication system to store diagnostic imaging files.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Historical Reporting
Information, data and reports that are being tracked over time
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Claims Management
Process of submitting and following up on claims with insurance companies
Data Import/Export
Import and export data to and from software applications
Live Chat
Ability to chat online in real time
Code & Charge Entry
Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Claims Scrubbing
Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Quotes/Estimates
Generate quotes or estimates for customers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports
Alter the layout and content of reports
API
Application programming interface that allows for integration with other systems/databases
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Reporting
Active reporting of data and metrics
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Real-Time Data
Receive data and information in real time
Forms Management
Store, manage and track all forms in a centralized location
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Multi-Location
Manage and support multiple locations
Payment Collection
Tracking, managing, and initiating the transfer of funds for overdue customer payments
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, 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
Pre-Appointment Screening
Questionnaire for clients to answer prior to attending appointments.
EMR/EHR
Create and securely store digital patient records
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
SMS Messaging
Send messages via SMS
Customizable Branding
Add customized logos and colors to align with company branding
Broadcast Messaging
Notify large groups of people simultaneously about important updates.
Commenting/Notes
Leave comments and notes on documents for others to view
Cancellation Management
Allow customers to cancel their subscription remotely.
Room Scheduling
Reserving a room for meeting in an office or co-working space
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Email Marketing
Create and send email blasts/campaigns
Faculty/Staff Management
Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Recurring Appointments
Schedule repeating appointments based on a duration of time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Appointment Types
The ability to choose between different appointments in a selection.
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
No-Show Tracking
Track and monitor patient no-show rates
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
Multi-Physician
Supports practices with multiple healthcare professionals
Payment Processing
Accept, record, and reconcile financial transactions
Wait List Management
Record, update and manage waiting lists
Electronic Signature
Digitally sign online documents
Task Management
Create, manage and track all task activities and progression
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Patient Intake
Patients can register for appointments in advance online
Multi-Location
Manage and support multiple locations
Virtual Meetings
Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Online Scheduling
Track and organize online shifts
Multi-Location
Manage and support multiple locations
Activity Tracking
Track and document all activities across devices, networks, and other systems
Scheduling
Plan availability and assign specific time slots for tasks and resources
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Exercise Library
Database of frequently used, popular workout routines
Progress Notes
Customizable notes that help healthcare professionals document and track patient progress
EMR/EHR
Create and securely store digital patient records
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Treatment Planning
Create treatment plans that document interventions and outcomes to track patient progress
Practice Management
Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Insurance Management
Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Customizable Reports
Alter the layout and content of reports
Electronic Payments
Electronically collect payments for goods or services
Data Import/Export
Import and export data to and from software applications
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
For Physical Therapy
Designed specifically for physical therapy practices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Forms
Customize contracts and forms to collect specific information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Claims Management
Process of submitting and following up on claims with insurance companies
SOAP notes
Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Assessment Management
Creation, administration, and evaluation of assessments or tests
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