StoriiCare Features

Administrative (73)

Workflow Management: Ensures that your staff and existing systems support your business needs, requirements, and patients
Billing: Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements
Security and Authorization: Protects patient data and facilitates the creation and tiering of user credentials when accessing data
Practice Management: Supports and/or automates the daily tasks and responsibilities of a mental health practice
Compliance: Helps mental health practices adhere to relevant codes and industry regulations
Insurance Management: Processes and manages insurance claims and policies. Integrates with patient billing
Appointment Scheduler: Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices
Patient Portal: Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients
HIPAA Compliance: Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Document Management: Store, manage, and track all electronic documents in a centralized location
Claims Management: Process of submitting and following up on claims with insurance companies
Template Management: Create, save, and re-purpose templates for emails, forms, etc.
Data Security: Protect sensitive data for digital privacy
Time Tracking and Scheduling: Simplifies shift tracking and management, and facilitates the assignment of caregivers to clients.
Agency Management: Enables an agency to run efficiently and manage both its staff and their assigned patient cases.
Mobile App: Optimizes solution for all mobile devices to ensure in-the-field and offline activity tracking.
Data Exchange: Provides built-in or seamless integrations with third-party billing and payroll solutions.
EHR Integration: Integrates with electronic health records (EHR)/electronic medical records (EMR).
Claims Management: Process of submitting and following up on claims with insurance companies
Referral Management: Log and store the source of contacts/leads
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
Assessment Management: Creation, administration, and evaluation of assessments or tests
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
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
Task Management: Create, manage and track all task activities and progression
Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Workflow Management: Create, design and manage workflows for repetitive tasks
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Client Management: Manage contact details and communication with clients
Records Management: Ability to record, store, update, and retrieve information
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
Real-Time Data: Receive data and information in real time
Task Scheduling: Track and manage the scheduling of tasks
Activity Tracking: Track and document all activities across devices, networks, and other systems
Data Exchange: Provides built-in or seamless integrations with third-party billing and payroll solutions.
Agency Management: Enables an agency to run efficiently and manage both its staff and their assigned patient cases.
Time Tracking and Scheduling: Simplifies shift tracking and management, and facilitates the assignment of caregivers to clients.
Mobile App: Optimizes solution for all mobile devices to ensure in-the-field and offline activity tracking.
EHR Integration: Integrates with electronic health records (EHR)/electronic medical records (EMR).
Task Management: Create, manage and track all task activities and progression
Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
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
Bereavement Management: Create, manage, and monitor bereavement care plans.
Volunteer Management: Manage volunteer information and direct volunteer resources
Forms Management: Store, manage and track all forms in a centralized location
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Workflow Management: Create, design and manage workflows for repetitive tasks
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Referral Management: Log and store the source of contacts/leads
Assessment Management: Creation, administration, and evaluation of assessments or tests
Meal/Nutrition Management: Meal and snack planning, scheduling and distribution
Credential Management: Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
Document Management: Store, manage, and track all electronic documents in a centralized location
Claims Management: Process of submitting and following up on claims with insurance companies
Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
EMR/EHR: Create and securely store digital patient records
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Scheduling: Plan availability and assign specific time slots for tasks and resources

Clinical (19)

Patient Records: Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments
Specialty EHR Templates: Provides note templates that align with mental health specialty practices
Interoperability: Facilitates communication and data share between outside systems, specialties, laboratories, and practices
Documentation: Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation
E-Prescription: Facilitates the electronic prescribing, screening, note-taking, and recalling of medication
EMR/EHR: Create and securely store digital patient records
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
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

Maintenance of Compliance (21)

HIPAA Compliance: Helps organizations meet and maintain compliance with HIPAA (Health Insurance Portability and Accountability Act)
Employee Training: Equips organizations with the tools to train employees on compliance
Policy Management: Facilitates the creation or customization, management, and application of relevant policies and procedures within the organization
Auditing & Risk Assessment: Facilitates auditing of organization to measure organization against regular security risk assessments
BAA Management: Provides organizations with templated Business Associate Agreements to better manage BAs
Document Management System: Centralizes, organizes, and secures patient health information, documents, and document-related processes, ensuring adherence to credentialing and compliance measures
Incident Management: Tracks, documents, investigates, and reports security and/or data breaaches
Measures Management: Monitors and measures compliance efforts to track their effectiveness
Documentation Management: Manage product specific documents in a categorized order
Document Management: Store, manage, and track all electronic documents in a centralized location
Training Management: Track employee/learner's progression through training programs
Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Task Management: Create, manage and track all task activities and progression
Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Workflow Management: Create, design and manage workflows for repetitive tasks
Assessment Management: Creation, administration, and evaluation of assessments or tests
User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Remediation Management: Identify and orchestrate execution of actions needed to restore systems to optimal conditions
Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting

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

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)

Operations (8)

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

Data Collection (18)

Patient Data Aggregation - Patient Case Management: Gathers and collects patient information via charting, clinical documentation, and other disparate databases for both provider and payer
Patient Data Management - Patient Case Management: Manages patient data to optimize the planning and coordinating of patient care
Clinical Communication and Collaboration - Patient Case Management: Disperses patient data across the health care organization for the purpose of clinical communication and collaboration between all relevant parties
Claims Management: Process of submitting and following up on claims with insurance companies
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Wait List Management: Record, update and manage waiting lists
Assessment Management: Creation, administration, and evaluation of assessments or tests
Referral Management: Log and store the source of contacts/leads
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Bed Management: The allocation and provision of beds
Workflow Management: Create, design and manage workflows for repetitive tasks
Task Management: Create, manage and track all task activities and progression
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
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Case List Management
Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Clinical Workflow Management (9)

Multiple Medical Provider Access: Allows medical professionals from any department to access and update patient health information
Ancillary Care Provider Access: Allows medical professionals from other health systems access patient health information
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
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)

ePHI Storage: Electronically, securely stores patient records
Interoperability: Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software
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

Value-Based Care (10)

Clinical Charting: Enables the recording of notes during in-home visit and supports direct uploading of progress notes into the system.
Electronic Visit Verification (EVV): Logs client visits and other in-home activities, to verify for Medicaid reporting and to record patient information and progress.
Carer Coordination: Supports communication and messaging between caregiver staff, caregiver and agency manager, family and caregiver, and patient and caregiver.
Point of Care: Conducts and captures information from assessments and clinical documentation to determine and generate plans of care.
For Long Term Care: Specifically for long term care providers
Geriatric Care: Providing medical care for elderly patients
Clinical Charting: Enables the recording of notes during in-home visit and supports direct uploading of progress notes into the system.
Point of Care: Conducts and captures information from assessments and clinical documentation to determine and generate plans of care.
Carer Coordination: Supports communication and messaging between caregiver staff, caregiver and agency manager, family and caregiver, and patient and caregiver.
Electronic Visit Verification (EVV): Logs client visits and other in-home activities, to verify for Medicaid reporting and to record patient information and progress.

Generative AI (1)

Agentic AI - EHR (1)

Agentic AI - Medical Billing (1)

Medication Management - eMAR (3)

Safety and Compliance - eMAR (5)

Audit Trails and Compliance Logs: Logs user activity to support legal, regulatory and compliance audits.
Controlled Drugs Tracking: Ensures double-signature workflows and inventory monitoring to meet legal requirements.
Alerts: Sends notifications for missed, late or upcoming doses.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Healthcare Compliance: Compliant with healthcare rules and regulations around the world

Integration - eMAR (14)

Mobile Access: Allows healthcare staff to chart medications on tablets or mobile at patient’s bedside.
Facility Management: Supports multiple users, residents and facility sites.
Reporting and Analytics: Provides detailed clinical, compliance and business reports.
Pharmacy Management Integration: Integrates with pharmacy management systems for medicine orders and discontinuations.
Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Home Health Care Management: Manage the care, assistance, or services that take place in patient's home
Inventory Management: Track and manage inventory levels to maintain proper supply
Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Forms Management: Store, manage and track all forms in a centralized location
Medical Management: Manage health, disease, care and case management functions from a central location

Additional Functionality (489)

Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Mobile Access: Access software remotely via mobile devices
Teletherapy: Provide online therapy to patients/clients through secure video sessions
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Customizable Reports: Alter the layout and content of reports
For Group Therapy: For mental health professionals providing therapy to multiple patients at the same time
Appointment Scheduling: Schedule appointments via a calendar
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Lab Integration: Receive lab results electronically
E-Prescribing: Transmit prescriptions to pharmacies electronically
Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Electronic Signature: Digitally sign online documents
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs
Outcome Assessment Tools: Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Therapy Notes: Tools to help therapists document, record, and recall patient encounters
API: Application programming interface that allows for integration with other systems/databases
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Secure Messaging: Exchange messages in a secure and encrypted manner
Electronic Payments: Electronically collect payments for goods or services
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging: Communicate using direct chat or messages within the system
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Payment Processing: Accept, record, and reconcile financial transactions
SMS Messaging: Send messages via SMS
Income/Expense Tracking: Detailed log and record of financial earnings & costs.
Telemedicine: Meet with patients remotely
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Multi-Location: Manage and support multiple locations
Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Client Database: Electronic storage of stakeholder contact information
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Email Marketing: Create and send email blasts/campaigns
Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
Patient Intake: Patients can register for appointments in advance online
Online Booking: Book meetings and appointments through a website or digital platform
Quality Assurance: Systematic evaluation of various aspects of a project or service to prevent defects or issues
For Anesthesiologists: Software specialized for anesthesiologists
Data Collection: Process of gathering, measuring, and analyzing accurate data
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Preoperative Modules: Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
ICD-10 Compliance: Manage the intricacies of ICD-10 cataloging and ensure clinic compliance
Intraoperative Charting: The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors.
EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Templates: Sample files or documents that could be customized as needed or used as is
Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms: Customize contracts and forms to collect specific information
Multi-Location: Manage and support multiple locations
Voice Recognition: Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
API: Application programming interface that allows for integration with other systems/databases
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
E-Prescribing: Transmit prescriptions to pharmacies electronically
Billing & Invoicing: Create, manage, and send invoices or bills to customers
ONC-ATCB Certified: Certified for healthcare IT products based on the results from ONC-ATL
Referral Tracking: Log and store the source of contacts/leads
Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Electronic Payments: Electronically collect payments for goods or services
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
Meaningful Use Certified: Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged
Live Chat: Ability to chat online in real time
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
For Cardiologists: Intended to be used by cardiologists
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Reports: Alter the layout and content of reports
Appointment Scheduling: Schedule appointments via a calendar
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Monitoring Device Integration: Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.
Patient Intake: Patients can register for appointments in advance online
Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action
Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
For Dermatologists: Software specialized for dermatologists
Data Import/Export: Import and export data to and from software applications
Lab Integration: Receive lab results electronically
Telemedicine: Meet with patients remotely
Medical Billing: Manage billing and payments for a healthcare provider
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Audit Trail: A record of all activities within the system, including user access, changes made, etc.
Medication Database: Find and verify prescription medications by color, shape or imprint
Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician
Handwriting Recognition: To scribe and interpret the written words received from online or offline inputs
Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
Patient Scheduling: Book and manage patient appointments and follow-ups
Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Outcome Assessment Tools: Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc.
Family History Tracking: Track family medical history to diagnose existing/new conditions and diseases.
Annotations: Highlight content and/or make notations about parts of content
Diagnostic Reports: Reporting completed by clinicians that summarizes health/medical diagnoses
Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children
Customizable Tests: Create tailored assessments that test for specific relevant skills
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
EDI: Transfer of data from one computer system to another
For Family Medicine: For family practices
Medication History: Access to patient medication history data
For Substance Abuse Therapy: For mental health professionals that specialize in substance abuse therapy/programs
For Mental/Behavioral Health: For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications
Mobile App: Access the system via a mobile application
Therapy Notes: Tools to help therapists document, record, and recall patient encounters
Electronic Signature: Digitally sign online documents
For Group Therapy: For mental health professionals providing therapy to multiple patients at the same time
For Neurologists: Designed for Neurologists
Speech Recognition: Train your system to interpret and transcribe voice messages
Hardware Integration: Hardware components included as part of the software system
For Obstetrics & Gynecology: For obstetrics and gynecology (OB/GYN) practices
Diagnostic Imaging: Render images of the body for diagnostic and treatment purposes
Patient Education: Educational and medical resources that are delivered to patients online
Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Task Scheduling: Track and manage the scheduling of tasks
For Ophthalmologists: For medical practices that specialize in the diagnosis and treatment of eye disorders
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
3D Imaging: Representation of any object in 3D
For Orthopedics: Specialized software for Orthopedic practices
PACS Integration: Ability to integrate with picture archiving and communication system to store diagnostic imaging files.
Electronic Prior Authorization: Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.
Analytics: Tools for the systematic analysis of various types of data or statistics
Vitals Tracking: Track and measure patient's vitals
For Podiatrists: Intended to be used by podiatrists
Medical History Records: Records of patients' medical history
Automatic Transcription: Use AI to convert voice into text automatically
Case Notes: Access and track notes regarding case activities and updates within case files
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Third-Party Integration: Addition of necessary external data, applications, tools, or features
Scheduling: Plan availability and assign specific time slots for tasks and resources
For Psychiatrists: Must serve psychiatrists/psychiatric practices
Self Check-In/Check-Out: Check-in and out via a mobile device or kiosk
Urgent Care Templates: Pre-formatted documents and forms for Urgent Care processes.
Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
Lab Results: Laboratory test results
Payment Processing: Accept, record, and reconcile financial transactions
Data Security: Protect sensitive data for digital privacy
Drug Reference Database: Electronic storage of drug information such as name, brand, appearance, etc.
Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Urologists: Intended to be used by urologists.
Collaboration Tools: Provides a channel for team members to share media files, communicate, and work together
Web-based Deployment: SaaS, web-based, online deployment
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Audit Trail: A record of all activities within the system, including user access, changes made, etc.
Medication Alerts/Warnings: Alerts/warnings for potential allergies or interactions triggered by medications
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
E-Prescribing: Transmit prescriptions to pharmacies electronically
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
API: Application programming interface that allows for integration with other systems/databases
Electronic Prior Authorization: Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.
Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems
Medication History: Access to patient medication history data
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Clinical Care: Any form of examination or diagnosis performed for the purpose of medical treatment.
Decision Support: Tools that provide relevant information at specific times to support judgments and courses of action
Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
Patient Intake: Patients can register for appointments in advance online
Medical Terminology Database: A library of medical terms, abbreviations, definitions, and meanings
Resident Assessment
Task Scheduling: Track and manage the scheduling of tasks
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Medical Billing: Manage billing and payments for a healthcare provider
Medication Database: Find and verify prescription medications by color, shape or imprint
Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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
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
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
Patient Intake: Patients can register for appointments in advance online
Payment Processing: Accept, record, and reconcile financial transactions
Electronic Signature: Digitally sign online documents
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Accounts Receivable: Track outstanding invoices and the money owed from clients
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Customizable Reports: Alter the layout and content of reports
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Medication History: Access to patient medication history data
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Storage: Store and organize documents in a centralized system
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Telemedicine: Meet with patients remotely
Quality Assurance: Systematic evaluation of various aspects of a project or service to prevent defects or issues
Collaboration Tools: Provides a channel for team members to share media files, communicate, and work together
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Patient Database: A repository of patient data, including their past and current health issues, treatment history, and more
Chat/Messaging: Communicate using direct chat or messages within the system
Physician Portal: Online portal that allows physicians to refer patients, order exams, and/or view patient records & images
Customizable Forms: Customize contracts and forms to collect specific information
E-Prescribing: Transmit prescriptions to pharmacies electronically
Financial Reporting: Generate reports to assess the financial performance of an organization
Real-Time Reporting: Active reporting of data and metrics
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
GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols
SMS Messaging: Send messages via SMS
Activity Tracking: Track and document all activities across devices, networks, and other systems
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Candidate Profiles: Record candidates' information such as role, professional qualifications, experiences, skills or attributes
Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Case Notes: Access and track notes regarding case activities and updates within case files
Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Progress Reports: Document and report the progress of ongoing projects
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
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Electronic Signature: Digitally sign online documents
Mobile Access: Access software remotely via mobile devices
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Eligibility Verification: Identifying if all conditions that entitle a client to certain benefits are met
API: Application programming interface that allows for integration with other systems/databases
Clinical Assessment Tool: Tools to aid in the collection of information to determine a person's problems and symptoms.
Patient Intake: Patients can register for appointments in advance online
Multi-Location: Manage and support multiple locations
Medical History Records: Records of patients' medical history
Client Chart Audit Tools
Telemedicine: Meet with patients remotely
Payment Processing: Accept, record, and reconcile financial transactions
EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
Self Payment
Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
Customizable Forms: Customize contracts and forms to collect specific information
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Group Notes
Authorization Tracking
Level of Care Evaluation
Team Notes
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Chat/Messaging: Communicate using direct chat or messages within the system
Employee Portal: Online portal where employees can access and track their own information
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Forms: Customize contracts and forms to collect specific information
Multi-Location: Manage and support multiple locations
Telemedicine: Meet with patients remotely
GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
API: Application programming interface that allows for integration with other systems/databases
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Mobile Access: Access software remotely via mobile devices
Visit Verification: Process that confirms a caregiver's visit and services provided
Electronic Signature: Digitally sign online documents
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Clock In/Out: Track employees' arrival and departure timings for payroll purposes
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Customizable Reports: Alter the layout and content of reports
Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
Real-Time Reporting: Active reporting of data and metrics
Time Tracking by Client: Track time worked per client
Mobile Alerts: Notifications via mobile devices
Assessment Management: Creation, administration, and evaluation of assessments or tests
Medication History: Access to patient medication history data
Claims Management: Process of submitting and following up on claims with insurance companies
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
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
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Scheduling: Plan availability and assign specific time slots for tasks and resources
Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
Meal/Nutrition Management: Meal and snack planning, scheduling and distribution
Admissions Management: Handle the registration and admission process for existing and new students
Financial Management: Plan, manage, and track the financial activities of an individual or organization
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Incident Management: Manage and track all disruptions and incidents
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Event/Activities Planning: Plan events and/or activities
Customizable Reports: Alter the layout and content of reports
Geriatric Care: Providing medical care for elderly patients
Task Scheduling: Track and manage the scheduling of tasks
Workflow Management: Create, design and manage workflows for repetitive tasks
Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Work Order Management: Creating, assign, and track jobs and/or tasks for work orders
Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Contact Management: Manage, organize, and store contact information
Attendance Tracking: Track the attendance of specific individuals or groups
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Document Management: Store, manage, and track all electronic documents in a centralized location
Mobile Access: Access software remotely via mobile devices
User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Medical Billing: Manage billing and payments for a healthcare provider
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Point of Care System: System of devices or tools that help perform, test and capture patients' diagnostics in real-time
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
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
API: Application programming interface that allows for integration with other systems/databases
Remote Treatment Planning: Remotely create and access treatment plans tailored to individual patients based on symptoms
Data Storage Management: Manage and store data in a database
Forecasting: Form predictions based on past and present data/trends
Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
Electronic Submission
Electronic Signature: Digitally sign online documents
Alerts/Escalation: System alerts about the need to escalate an issue or request
Referral Management: Log and store the source of contacts/leads
Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
Client Management: Manage contact details and communication with clients
For Nursing Homes: Specifically for nursing homes
Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Patient Intake: Patients can register for appointments in advance online
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Real-Time Updates: Receive system updates as soon as any changes are made
E-Prescribing: Transmit prescriptions to pharmacies electronically
Data Capture and Transfer: Import, collect, and capture data from multiple sources
Visitor Management: Allow organizations to streamline the check-in process for visitors.
Data Import/Export: Import and export data to and from software applications
Inventory Management: Track and manage inventory levels to maintain proper supply
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