symplr Access Features
Additional Functionality (79)
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
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
License Verification
Verify the member/provider has a valid license, certification, or registration for specific jobs, procedures, or industry standards.
API
Application programming interface that allows for integration with other systems/databases
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Privileging
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Secure Data Storage
Securely stores data to prevent data loss or breaches
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Reminders
Reminders sent via email
Online Applications
Ability to fill out and submit application forms on the web
Secure Data Storage
Securely stores data to prevent data loss or breaches
User Defined Attributes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Active Directory Integration
Integrates with Active Directory
Secure Login
At least a username and password is required to access the system
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Risk Assessment
Initiate collection and analysis of known risks
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
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
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
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Customizable Reports
Alter the layout and content of reports
Risk Analysis
Analyze potential risks across the organization
Workflow Automation (12)
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User Authorization - Health Care Credentialing
Provides varying access levels to administrators, stakeholders, etc.
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Training Management
Track employee/learner's progression through training programs
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Task Management
Create, manage and track all task activities and progression
Generative AI - Identity and Access Management (IAM) (3)
AI‑Driven Access Anomaly Detection
Identify unusual access patterns using machine learning models.
Automated Policy Tuning
Dynamically adjust access policies based on risk and AI-generated insights.
Predictive Role Recommendations
Suggest appropriate user roles based on usage patterns and peer behavior.
Administration & Governance - Identity and Access Management (IAM) (5)
Identity Lifecycle Management
Automate onboarding, offboarding, and access reviews throughout user lifecycles.
Self‑Service Account Management
Enable users to reset passwords and update profiles without admin support.
Member Accounts
Accounts held by members of an organization
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
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
Type (2)
On-premises solution
Provides an IAM solution for on-prem systems.
Cloud-solution
Provides an IAM solution for cloud-based systems.
Document Management (3)
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Credentialing e-Documentation - Health Care Credentialing
Stores and maintains credentialing documentation in the cloud
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Document Database - Health Care Credentialing
Stores and maintains credentialing documentation in a secure server
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Information Audit - Health Care Credentialing
Automates notifying and following up with missing information or documentation
Platform Interoperability (3)
Notifications
Sends a notification to users of a visitors arrival and departure.
Hardware
Works with hardware, such as iPads, for an interactive representation of the platform that is easy to use by visitors.
Emergency Notification
Automatically send mass notifications or alerts for any emergency or crisis
Functionality (7)
User provisioning
Simplifies or automates user provisioning, deprovisioning, and other user role changes.
Password manager
Offers password management tools to end users.
Single Sign-on
Offers single sign-on functionalities to end users, allowing them to authenticate once and be given access to all of their company accounts.
Enforces policies
Enforces user-access policies based on individual, role type, group membership or other factors to prevent unauthorized access to company systems and data.
Authentication
Authenticates users prior to granting access to company systems.
Multi-factor authentication
Offers multi-factor authentication methods to verify a user's identity.
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Authentication & Authorization - Identity and Access Management (IAM) (1)
Adaptive & Contextual Access Control
Grant access based on user attributes, location, device posture or risk.
Platform Data (4)
Automation
Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling.
Analytics
Allows users to track on-site visitors previous visits and future visits and provides visitor log insights.
Visitor Logs
Allows users to screen incoming vistiors, add flagged visitors to watchlists and get notified of when a flagged visitor enters the facility.
Dashboard
Provides a dashboard with check-in and check-out capabilities and visitor logs.
Compliance (4)
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Facility Management - Health Care Credentialing
Supports healthcare facility policies, requirements, and needs
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Facility Compliance Management - Health Care Credentialing
Manages vendor or provider access controls and compliance
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Industry Compliance Management - Health Care Credentialing
Adheres to or aligns with relevant industry regulation
Workflow Management
Create, design and manage workflows for repetitive tasks
Reporting (7)
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting
Provides reporting functionality.
Access & Permission Change Reporting
Log and report all modifications to user roles and access rights.
Compliance & Audit Trail Export
Provide standardized reports for regulatory compliance and audits.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Reporting
Active reporting of data and metrics
Additional Functionality - Visitor Management (27)
NDA & Contract Signing
Depending on the needs of the business, there can be NDAs and contacts provided if there is the need for a higher level of security.
Integrations with Relevant Software
integrate with Vaccine Tracking software and other relevant security software for extra security measures.
Hardware Integration
Can integrate with hardware like kiosks, tablets, PC, or Macs for visitor check in purposes.
Multi-lingual Support
Allow the capability of multiple languages to be accessed when a visitor is looking to log in in theri native language, whether domestically or abroad.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Directory
Access names, contact information, and roles of employees in a centralized repository
Security Gate Access Control
Manage gate access to secure facilities/properties
Biometric Recognition
Facial or other physical recognition to confirm identity
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
ID Scanning
Scan and validate an ID barcode
Customizable Forms
Customize contracts and forms to collect specific information
SMS Messaging
Send messages via SMS
Pre-Registration
Manage the pre-registration process
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Facial Recognition
Identify and analyze unique facial features in images or videos
Multi-Language
Manage and support multiple languages
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Authentication
Verify the identity of users/devices to enable secure access
Visitor Tracking
Track visitors and purpose of visits
Multi-Location
Manage and support multiple locations
Mobile Access
Access software remotely via mobile devices
Watch List
View and track activity related to an individual, transaction, etc.
Photo Capture
Capture photos for any type of use case
Wireless Internet Access Control
Control and manage access to wireless networks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
User Profiles
Profiles of users providing basic information
Platform Additional Functionality (1)
Integration
Integrates with related tools that simplify platform management and usage.
Platform Basics (16)
Visitor Check-In
Allows guests to check-in using the platform's built-in dashboard.
Mail Management
Provides delivery management resources to help manage incoming and outgoing mail, such as delivery notifications, package delivery photos and a log of delivered mail.
Visitor Database
Allow users to track on-site visitors, previous visits, and provides visitor log insights.
Reports & Analytics
Using the database of visitor information, provide insights into regular visitors and their frequency of visits to plan for future arrival. Plus enable access for certain admin in case of audits, emergency, or checking anomalies.
Blacklist Screenings
Cross-check visitor information with resitrcited visitor lists both with the building, nationally and internationally to ensure no dangerous visitors are allowed on the premises.
Badge Issuance
Scan faces or IDs for issuing approved visitor badges. Store photo information in database for record keeping.
Automation
Automate manual tasks such as visitor arrival and departure notifications, and contact information autofilling.
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Parking Management
Manage, optimize, and automate tasks related to parking operations
Badge Management
Create, manage, and print wearable badges
Email Management
Manage, store and organize emails within the system or via third-party apps
Access Management
Control and manage access to company resources
Agentic AI - Visitor Management (1)
Decision Making
Makes informed choices based on available data and objectives

