Updox Features

Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.

Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.

Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Store, manage and track all forms in a centralized location

Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.

Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.

Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.

Provides organizations with the tools to optimize patient experience efforts

Information, data and reports that are being tracked over time

Active reporting of data and metrics

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Handle the registration and admission process for existing and new students

Create, update, and manage bookings, itineraries, and reservations

Track and manage schedules and meetings via an integrated calendar

Process of submitting and following up on claims with insurance companies

Manage various aspects of appointments including booking, rescheduling, canceling

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Manage, organize, and store contact information

Store, manage, and track all electronic documents in a centralized location

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create, manage and track all task activities and progression

Manage contact details and communication with clients

Allows administrators to set up and implement any levels of authorization required to send and receive secure messages

Facilitates the receiving and sending of secure and encrypted text messages

Facilitates the receiving and sending of secure and encrypted emails

Facilitates communication between health care professionals

Aligns and complies with HIPAA regulation and standards

Supports desktop, iOS, and Android operating systems

Allows the determination and assignment of the lifespan of a delivered message

Enhances clinical workflows

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Enhances clinical workflows

Integrates with existing medical practice solutions

Provides digitized intake forms both for patient and physician use

Tracks and measures current and improved levels of patient engagement

Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.

Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.

Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.

Patients can register for appointments in advance online

Allows medical providers to engage patients in a variety of ways to ensure their health.

Manage the treatment plan and coordination between care providers and patients with special health care needs

Manage and track all internal and external communication conducted via calls, email, text, or chat

Customize contracts and forms to collect specific information

Electronic patient health records

Electronic patient health records, including records from multiple doctors

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)

Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction

Facilitates and enables patient access to their personal health information and data.

Streamlines the delivery of messaging between health care professional and patient.

Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.

Set up connections to third-party platforms to improve business processes

Track and manage adherence to policies for any service, product, process, or supplier

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track and manage schedules and meetings via an integrated calendar

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage various aspects of appointments including booking, rescheduling, canceling

Online portal through which end users can access the system, manage tasks, or obtain information

Activities related to the initial admission of a charge into the organization's care

Ability to record, store, update, and retrieve information

Process of submitting and following up on claims with insurance companies

Store, manage, and track all electronic documents in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store, manage and track all forms in a centralized location

Utilizes telecommunications technology to provide providers and patients with two-way communication.

Ensures that the telemedicine solutions works even when internet is slow or network is poor.

Facilitates the integration between telemedicine platform and existing EHR.

Set up connections to third-party platforms to improve business processes

Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding.

Supports the needs and requirements of specialty practices.

Generates or provides practioners with the tools to create clinical documentation post-meeting.

For practices with multiple providers

Ensures that the telemedicine platform adheres and complies with HIPAA regulations.

Ensures that the telemedicine platform adheres and complies with state-specific telehealth regulations.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Import and export data to and from software applications

Securely stores data to prevent data loss or breaches

A record of all activities within the system, including user access, changes made, etc.

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Search and filter data across systems to locate required information by entering keywords or certain criteria

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Discover patch statuses and vulnerabilities

Alter the layout and content of reports

Protect sensitive data for digital privacy

Online portal through which end users can access the system, manage tasks, or obtain information

Customize contracts and forms to collect specific information

Software designed for the healthcare industry

Store and organize documents in a centralized system

Notifying as a warning or reminder of a potential or imminent hazard

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Compliant with HIPAA, which sets standards for sensitive patient data protection

Track and document all activities across devices, networks, and other systems

Define levels of authorization for access to specific files or systems

Active reporting of data and metrics

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Timed notification for any upcoming task, deadline, appointment, or activity

Track and report regulatory data to either internal management or external stakeholders

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Analyze potential risks across the organization

Observe and track the demand, usage, progress or quality of a system, product, or user

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Store and organize documents in a centralized system

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Customize data fields to support various needs and use cases

Automatically create schedules based on business needs or employee availability and qualifications

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automate workflows and trigger campaigns based on customer actions

Timed notification for any upcoming task, deadline, appointment, or activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ability to chat online in real time

Track the status and progress of tasks

Predict future data based on historical data sets

Track and manage the scheduling of tasks

Software designed for the healthcare industry

Manage and support multiple locations

Communicate using direct chat or messages within the system

Alter the layout and content of reports

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Form predictions based on past and present data/trends

Educational and medical resources that are delivered to patients online

Electronically collect payments for goods or services

Manage and support multiple languages

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Automated reminders and confirmations for booked appointments and events via text or email

Schedule appointments via a calendar

Receive data and information in real time

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Analyze and gain insights into data in real-time

Access to patient medication history data

Allows medical providers and/or customers to request previously filled prescriptions online

Communicate using messages within the system

Connect with meeting participants remotely over video

Active monitoring of systems, applications, or networks

Application programming interface that allows for integration with other systems/databases

Enables medical providers and/or patients to electronically renew existing prescriptions

Add customized logos and colors to align with company branding

Information, data and reports that are being tracked over time

Notifications via mobile devices

Laboratory test results

Meet with patients remotely

Send personal messages to clients or attendees

Observing and tracking a patient's health status, condition, and wellbeing

Gaining access to confidential health documents and information

Manage billing and payments for a healthcare provider

A collection of customer information such as contact details, demographics, previous interactions, etc.

Complete outstanding payments

Intended for medical use such as diagnosis, treatment, and consultation

Digitally sign online documents

Presenter can see and hear participants and vice versa

Speaking to a doctor or healthcare professional using online video tools

Exchange messages in a secure and encrypted manner

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Store and organize documents in a centralized system

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Customize data fields to support various needs and use cases

Automatically create schedules based on business needs or employee availability and qualifications

Log and store the source of contacts/leads

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automate workflows and trigger campaigns based on customer actions

Timed notification for any upcoming task, deadline, appointment, or activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ability to chat online in real time

Track the status and progress of tasks

Predict future data based on historical data sets

Track and manage the scheduling of tasks

Software designed for the healthcare industry

Manage and support multiple locations

Communicate using direct chat or messages within the system

Alter the layout and content of reports

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Form predictions based on past and present data/trends

Private online space that lets businesses securely share documents and provide information access to clients

Notifications via mobile devices

Customize contracts and forms to collect specific information

Assemble applications and processes by dragging over and arranging pre-built components

Estimated waiting time in the queue

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Observing and tracking a patient's health status, condition, and wellbeing

Patients can register for appointments in advance online

A collection of customer information such as contact details, demographics, previous interactions, etc.

Notifications that are delivered to users as soon as an event occurs

Identify patient's location at any given point in time

Send messages via SMS

Application programming interface that allows for integration with other systems/databases

Online portal through which end users can access the system, manage tasks, or obtain information

Electronically collect payments for goods or services

Gauge satisfaction and receive information for improvement and success

Active monitoring of systems, applications, or networks

Book and manage patient appointments and follow-ups

Use AI to generate content in the form of text, images, videos, etc.

Pre-designed layouts that can be customized to match preferences and requirements

Manage and track all internal and external communication conducted via calls, email, text, or chat

Store and organize documents in a centralized system

Online portal through which end users can access the system, manage tasks, or obtain information

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Schedule appointments via a calendar

Use your computer as a phone device to make calls over the internet

Communicate using direct chat or messages within the system

Timed notification for any upcoming task, deadline, appointment, or activity

Ability to record, store, update, and retrieve information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Securely stores data to prevent data loss or breaches

Remotely create and access treatment plans tailored to individual patients based on symptoms

Gauge satisfaction and receive information for improvement and success

Customize contracts and forms to collect specific information

Connect with meeting participants remotely over video

Manage various aspects of appointments including booking, rescheduling, canceling

Manage and support multiple locations

Notifications via mobile devices

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Create, manage, and send invoices or bills to customers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Reminders sent via email

Automated reminders and confirmations for booked appointments and events via text or email

Create new forms and/or use ready-made online form templates

Process of submitting and following up on claims with insurance companies

Public or private sharing of digital files such as documents, audio/video, images, and more

Electronically collect payments for goods or services

Track and manage schedules and meetings via an integrated calendar

Accept, record, and reconcile financial transactions

Send personal messages to clients or attendees

Compliant with HIPAA, which sets standards for sensitive patient data protection

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Ability to chat online in real time

Observe and track the demand, usage, progress or quality of a system, product, or user

Private online space that lets businesses securely share documents and provide information access to clients

Manage billing and payments for a healthcare provider

Create, design and manage workflows for repetitive tasks

Plan availability and assign specific time slots for tasks and resources

Monitor wait time and abandonment for incoming requests that have not been routed

Access software remotely via mobile devices

Transmit prescriptions to pharmacies electronically

Presenter can see and hear participants and vice versa

Store, manage, and track all electronic documents in a centralized location