[ Steer H... Reviews ](https://www.g2.com/products/steer-health/reviews) [ Steer H... Reviews ](https://www.g2.com/products/steer-health/reviews) # Steer Health Features ##### ## 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 Show More ##### ## 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 Show More ##### ## Platform (9) User Authorization - HIPAA Compliant Messaging Allows administrators to set up and implement any levels of authorization required to send and receive secure messages Compliant Texting - HIPAA Compliant Messaging Facilitates the receiving and sending of secure and encrypted text messages Compliant Emailing - HIPAA Compliant Messaging Facilitates the receiving and sending of secure and encrypted emails Clinical Communication - HIPAA Compliance Facilitates communication between health care professionals HIPAA Compliance - HIPAA Compliant Messaging Aligns and complies with HIPAA regulation and standards Operating Systems - HIPAA Compliant Messaging Supports desktop, iOS, and Android operating systems Message Lifespan - HIPAA Compliant Messaging Allows the determination and assignment of the lifespan of a delivered message Workflow Enhancement - HIPAA Compliant Messaging Enhances clinical workflows PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Show More ##### ## Patient Convenience (7) Tablets and Kiosks Provides integration with a hardware offering to facilitate patient intake process Payment Collection Facilitates the collection of copays and direct payments Form Workflow Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form Patient Check-in Streamlines the check-in workflow and experience Mobile Patient Intake Enables patients to complete intake forms on their personal mobile devices Customizable Forms Customize contracts and forms to collect specific information Data Collection Process of gathering, measuring, and analyzing accurate data Show More ##### ## 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 HIPAA Compliance Ensures compliance with HIPAA security and encryption regulation 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 Show More ##### ## Operations (16) Workflow Management Enhances clinical workflows Interoperability Integrates with existing medical practice solutions Digital Intake Forms Provides digitized intake forms both for patient and physician use Engagement Measuring Tracks and measures current and improved levels of patient engagement Patient Satisfaction Management Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores. EHR Integration Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination. IPC Systems Integration Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information. Patient Intake Patients can register for appointments in advance online Patient Engagement Allows medical providers to engage patients in a variety of ways to ensure their health. Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Forms Customize contracts and forms to collect specific information Care Summaries Electronic patient health records EHR-Agnostic Electronic patient health records, including records from multiple doctors Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Patient-Centered Functions (19) Online Presence Management Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms) Patient Feedback Management Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction Patient Portal Facilitates and enables patient access to their personal health information and data. Patient Communications Streamlines the delivery of messaging between health care professional and patient. Integration with Wearables Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits. Third-Party Integrations Set up connections to third-party platforms to improve business processes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Intake Management Activities related to the initial admission of a charge into the organization's care Records Management Ability to record, store, update, and retrieve information Claims Management Process of submitting and following up on claims with insurance companies Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Forms Management Store, manage and track all forms in a centralized location Show More ##### ## Operations Management (4) Administrative Processes Simplifies and supports administrative processes like registration, reporting, document management, and inventory. 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. 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. Practice Specialty Support Tailors functionality based on specific nuances of specialty practices. Show More ##### ## Added Efficiencies (50) EMR/EHR Create and securely store digital patient records Compliance Maintains practice compliance around health care mandates and regulatory requirements. Medical Billing Manage billing and payments for a healthcare provider 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 Show More ##### ## Generative AI (2) AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Voice Recognition - AI Voice Assistants (1) Voice Recognition Helps in understanding different accents, dialects, and speech patterns. Show More ##### ## Speech Synthesis - AI Voice Assistants (3) Speech Synthesis Helps to generate human-like speech responses. Customizable speech Provides customizable speech speed and intonation. Multiple voice actions Provides multiple voice options like gender, tone and style. Show More ##### ## Security and privacy - AI Voice Assistants (1) Encrypted communication Allows communications to be secure and authenticated. Show More ##### ## Compatibility - AI Voice Assistants (1) Cross platform compatibility Aids in syncing with multiple devices. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Additional Functionality (309) 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 Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Import/Export Import and export data to and from software applications Secure Data Storage Securely stores data to prevent data loss or breaches Audit Trail A record of all activities within the system, including user access, changes made, etc. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Vulnerability Scanning Discover patch statuses and vulnerabilities Customizable Reports Alter the layout and content of reports Data Security Protect sensitive data for digital privacy Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Forms Customize contracts and forms to collect specific information For Healthcare Software designed for the healthcare industry Document Storage Store and organize documents in a centralized system Risk Alerts Notifying as a warning or reminder of a potential or imminent hazard API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Activity Tracking Track and document all activities across devices, networks, and other systems Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Reporting Active reporting of data and metrics Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reminders Timed notification for any upcoming task, deadline, appointment, or activity Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Version Control Track revisions and updates made to files and navigate between different versions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Risk Analysis Analyze potential risks across the organization Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Onsite Registration In-person, onsite registration Patient Scheduling Book and manage patient appointments and follow-ups Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Wireless Internet Access Control Control and manage access to wireless networks Photo Capture Capture photos for any type of use case Self Check-In/Check-Out Check-in and out via a mobile device or kiosk QR Codes Matrix barcode that stores information Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Payment Processing Accept, record, and reconcile financial transactions Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Interactive Content Allow the audience to interact or engage with the content Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Generative AI Use AI to generate content in the form of text, images, videos, etc. Digital Signage Digital displays use technologies such as LCD, LED, projection and e-paper Multi-Language Manage and support multiple languages Wayfinding Process of understanding one's position in a physical space via planned routes, signs, colors and images Virtual Keyboard On-screen keyboard that can be used without the need for physical keys/keyboard User Session Management Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system Customizable User Interface Design, modify, and organize how content is displayed on a system interface For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Timeout Customizable Branding Add customized logos and colors to align with company branding Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Touch Screen Interactivity between software and users by touching areas on the screen of display devices ID Scanning Scan and validate an ID barcode Scheduling Plan availability and assign specific time slots for tasks and resources Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Document Storage Store and organize documents in a centralized system Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Fields Customize data fields to support various needs and use cases Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Referral Tracking Log and store the source of contacts/leads Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Marketing Automation Automate workflows and trigger campaigns based on customer actions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Live Chat Ability to chat online in real time Task Progress Tracking Track the status and progress of tasks Predictive Analytics Predict future data based on historical data sets Task Scheduling Track and manage the scheduling of tasks For Healthcare Software designed for the healthcare industry Multi-Location Manage and support multiple locations Chat/Messaging Communicate using direct chat or messages within the system Customizable Reports Alter the layout and content of reports HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Forecasting Form predictions based on past and present data/trends Patient Education Educational and medical resources that are delivered to patients online Electronic Payments Electronically collect payments for goods or services Multi-Language Manage and support multiple languages Patient Questionnaires Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Confirmations/Reminders Automated reminders and confirmations for booked appointments and events via text or email Appointment Scheduling Schedule appointments via a calendar Real-Time Data Receive data and information in real time Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Analytics Analyze and gain insights into data in real-time Medication History Access to patient medication history data Online Refills Allows medical providers and/or customers to request previously filled prescriptions online Messaging Communicate using messages within the system Video Conferencing Connect with meeting participants remotely over video Real-Time Monitoring Active monitoring of systems, applications, or networks API Application programming interface that allows for integration with other systems/databases Prescription Renewal Enables medical providers and/or patients to electronically renew existing prescriptions Customizable Branding Add customized logos and colors to align with company branding Historical Reporting Information, data and reports that are being tracked over time Mobile Alerts Notifications via mobile devices Lab Results Laboratory test results Telemedicine Meet with patients remotely One-to-One Messaging Send personal messages to clients or attendees Patient Monitoring Observing and tracking a patient's health status, condition, and wellbeing Health Record Access Gaining access to confidential health documents and information Medical Billing Manage billing and payments for a healthcare provider Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Bill Payment Complete outstanding payments For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation Electronic Signature Digitally sign online documents Two-Way Audio & Video Presenter can see and hear participants and vice versa Video Consultations Speaking to a doctor or healthcare professional using online video tools Secure Messaging Exchange messages in a secure and encrypted manner Scheduling Plan availability and assign specific time slots for tasks and resources Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Document Storage Store and organize documents in a centralized system Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Fields Customize data fields to support various needs and use cases Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Referral Tracking Log and store the source of contacts/leads Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Marketing Automation Automate workflows and trigger campaigns based on customer actions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Live Chat Ability to chat online in real time Task Progress Tracking Track the status and progress of tasks Predictive Analytics Predict future data based on historical data sets Task Scheduling Track and manage the scheduling of tasks For Healthcare Software designed for the healthcare industry Multi-Location Manage and support multiple locations Chat/Messaging Communicate using direct chat or messages within the system Customizable Reports Alter the layout and content of reports HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Forecasting Form predictions based on past and present data/trends Client Portal Private online space that lets businesses securely share documents and provide information access to clients Mobile Alerts Notifications via mobile devices Customizable Forms Customize contracts and forms to collect specific information Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Waiting Time Tracking Estimated waiting time in the queue Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Patient Monitoring Observing and tracking a patient's health status, condition, and wellbeing Patient Intake Patients can register for appointments in advance online Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Patient Location Tracking Identify patient's location at any given point in time SMS Messaging Send messages via SMS API Application programming interface that allows for integration with other systems/databases Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Electronic Payments Electronically collect payments for goods or services Surveys & Feedback Gauge satisfaction and receive information for improvement and success Real-Time Monitoring Active monitoring of systems, applications, or networks Patient Scheduling Book and manage patient appointments and follow-ups Generative AI Use AI to generate content in the form of text, images, videos, etc. Patient Records Management Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Pre-Appointment Screening Questionnaire for clients to answer prior to attending appointments. EMR/EHR Create and securely store digital patient records Calendar Management Track and manage schedules and meetings via an integrated calendar Third-Party Integrations Set up connections to third-party platforms to improve business processes SMS Messaging Send messages via SMS Customizable Branding Add customized logos and colors to align with company branding Broadcast Messaging Notify large groups of people simultaneously about important updates. Commenting/Notes Leave comments and notes on documents for others to view Cancellation Management Allow customers to cancel their subscription remotely. Room Scheduling Reserving a room for meeting in an office or co-working space Billing & Invoicing Create, manage, and send invoices or bills to customers Email Marketing Create and send email blasts/campaigns Faculty/Staff Management Track and manage staff profiles, recruitment, schedules, productivity, career development and performance Recurring Appointments Schedule repeating appointments based on a duration of time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multiple Appointment Types The ability to choose between different appointments in a selection. API Application programming interface that allows for integration with other systems/databases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges No-Show Tracking Track and monitor patient no-show rates Patient Portal Online portal where patients can access information such as health records, treatment plants, etc. Multi-Physician Supports practices with multiple healthcare professionals Payment Processing Accept, record, and reconcile financial transactions Wait List Management Record, update and manage waiting lists Electronic Signature Digitally sign online documents Task Management Create, manage and track all task activities and progression Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Patient Communications Allow communication between the company and patients via messages, SMS, emails, phone, and more HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Prescription Renewal Enables medical providers and/or patients to electronically renew existing prescriptions Patient Questionnaires Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. Insurance Eligibility Verification Checking eligibility of patients for different insurance claims Patient Intake Patients can register for appointments in advance online Multi-Location Manage and support multiple locations Virtual Meetings Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Check-in/Check-out Track the status of assets and whether they're checked in or out Mobile Access Access software remotely via mobile devices Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Online Scheduling Track and organize online shifts Show More ## Top-Rated Alternatives [ ![Weave](https://images.g2crowd.com/uploads/product/hd_favicon/b409b22ce786b9a3b9e9aaef1169cea0/weave-weave.svg "Weave") Weave 4.6/5(433) ](https://www.g2.com/products/weave-weave/reviews) [ ![Carepatron](https://images.g2crowd.com/uploads/product/hd_favicon/e0b1627f944f61e3969229e61631b1cb/carepatron.svg "Carepatron") Carepatron 4.5/5(700) ](https://www.g2.com/products/carepatron/reviews) [ ![Birdeye](https://images.g2crowd.com/uploads/product/hd_favicon/514fe0a03abf96030f2ff069dc84ec93/birdeye.svg "Birdeye") Birdeye 4.7/5(4,203) ](https://www.g2.com/products/birdeye/reviews) [ View All Alternatives ](https://www.g2.com/products/steer-health/competitors/alternatives) ##### Categories on G2 [AI Voice Assistants](https://www.g2.com/categories/ai-voice-assistants)[Patient Engagement](https://www.g2.com/categories/patient-engagement)[HIPAA Compliant Messaging](https://www.g2.com/categories/hipaa-compliant-messaging) [AI Voice Assistants](https://www.g2.com/categories/ai-voice-assistants)[Patient Engagement](https://www.g2.com/categories/patient-engagement)[HIPAA Compliant Messaging](https://www.g2.com/categories/hipaa-compliant-messaging)[Medical Practice Management](https://www.g2.com/categories/medical-practice-management)[Patient Scheduling](https://www.g2.com/categories/patient-scheduling)[Patient Relationship Management (PRM)](https://www.g2.com/categories/patient-relationship-management-prm)[Patient Intake](https://www.g2.com/categories/patient-intake)[AI Patient Engagement & Operations](https://www.g2.com/categories/ai-patient-engagement-operations) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which APM software do big software companies prefer](https://www.g2.com/discussions/which-apm-software-do-big-software-companies-prefer)[Which Google Workspace utilities have reliable automation and audit logging based on IT administrator reviews?](https://www.g2.com/discussions/which-google-workspace-utilities-have-reliable-automation-and-audit-logging-based-on-it-administrator-reviews)[Google Cloud Speech-to-Text reviews](https://www.g2.com/products/google-cloud-speech-to-text/reviews) [What platform integrates remote support with ticketing systems?](https://www.g2.com/discussions/what-platform-integrates-remote-support-with-ticketing-systems)[Best mobile marketing software in 2025](https://www.g2.com/discussions/looking-for-the-best-mobile-marketing-software-in-2025)[Pros and Cons Details](https://www.g2.com/products/steer-health/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)