WaitWell Features
Metrics (9)
Sessions - Digital Analytics
Accurately measure total web traffic and present data elegantly.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Entry and Exit Pages
Accurately determine where most people enter your site and where they leave and present data elegantly.
Standard Event Tracking
Software automatically tracks standard user actions.
Custom Event Tracking
Able to set up custom variables to track any user activity on the site.
Retention
Accurately measure bounce rate.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert via a certain action.
Funnels
See how many users proceed down a certain path to conversion.
Reporting (7)
Real-Time Reporting
Obtain live data for who is currently accessing your site.
Trending
Report on how any user activity has changed over time.
Retroactive Reporting
Report on user activity in the past and set up predictive models for the future.
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
Mobile Reporting
Analytic tools are also available for mobile and tablet versions of websites.
Unification Across Devices
Able to unify user data across devices, recognizing returning users.
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Other (7)
User Data
Able to access user-specific data such as location, language, gender, and activity while on the site.
Site Search Reporting
Report on keywords used in internal searches.
Load Time Monitoring
Track load times on different devices and systems.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
E-Commerce
Track revenue and transactions.
Promotional Messages
Able to deploy promotional or other pop-up messages based on user actions.
Administration Alerts
System can self-monitor critical metrics and alert administrators when they reach concerning levels.
Administration (4)
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
QA Testing
Able to test that event and variable setup are reporting data accurately.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Core Conversational Capabilities - AI Chatbots (3)
Controlled LLM Response Generation
Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.
Context Maintenance Within Sessions
Maintains context across user turns in a single session to provide coherent, relevant responses.
Natural Language Understanding & Intent Inference
Understands varied user phrasing and infers intent without relying solely on keywords or scripts.
Task & Flow Management - AI Chatbots (2)
Scripted Dialogue & Decision Tree Support
Supports building conversational flows using predefined paths, rules, and decision trees.
Fallback Responses for Unknown Queries
Provides fallback messages or guidance when the bot cannot understand or fulfill a query.
Platform Basics (14)
-
Visitor Check-In
Allows guests to check-in using the platform's built-in dashboard.
-
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.
-
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
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.
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
Platform Additional Functionality (1)
-
Integration
Integrates with related tools that simplify platform management and usage.
Patient Convenience (7)
Tablets and Kiosks
Provides integration with a hardware offering to facilitate patient intake process
Payment Collection
Facilitates the collection of copays and direct payments
Form Workflow
Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form
Patient Check-in
Streamlines the check-in workflow and experience
Mobile Patient Intake
Enables patients to complete intake forms on their personal mobile devices
Customizable Forms
Customize contracts and forms to collect specific information
Data Collection
Process of gathering, measuring, and analyzing accurate data
Administration (7)
Patient Data Transfer
Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database
HIPAA Compliance
Ensures compliance with HIPAA security and encryption regulation
ID Verification
Runs and verifies patient information cards
Appointment Scheduler Integration
Seamlessly integrates with digitized online appointment booking solution
E-Signature
Captures patients' electronic signatures
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Deployment & Embedding - AI Chatbots (2)
API Access for Business System Integration
Provides API access to connect with proprietary business systems or internal data sources.
Web Widget & SDK Embedding
Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.
Admin & Configuration - AI Chatbots (1)
No-Code Conversation Design
Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.
Customer Support (3)
-
SMS Updates
Provides SMS text updates to customers in the queue.
-
VIP Settings
Offers customized settings for VIP customers in the queue.
-
Multilanguage Support
Supports multiple lanugages.
Reporting and Analytics (4)
-
Customer Information
Provides clerks and representatives with customer data while they're being served.
-
Predictive Analytics
Offer predictive analytics on customer concerns based on customer data.
-
Clerk Performance Reports
Generates performance reports for individual clerks and representatives
-
Location-based Peformance Reports
Generates performance reports for individual locations.
Hardware (3)
-
Proprietary Hardware
Provides proprietary hardware like kiosks, tablets, and TVs.
-
Hardware Agnostic
Users are required to use proprietary hardware to deploy the software.
-
Digital Signage
Queue can be visualized for customers via digital signage.
Operations (16)
Workflow Management
Enhances clinical workflows
Interoperability
Integrates with existing medical practice solutions
Digital Intake Forms
Provides digitized intake forms both for patient and physician use
Engagement Measuring
Tracks and measures current and improved levels of patient engagement
Patient Satisfaction Management
Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
EHR Integration
Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
IPC Systems Integration
Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Patient Intake
Patients can register for appointments in advance online
Patient Engagement
Allows medical providers to engage patients in a variety of ways to ensure their health.
Care Plan Management
Manage the treatment plan and coordination between care providers and patients with special health care needs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Forms
Customize contracts and forms to collect specific information
Care Summaries
Electronic patient health records
EHR-Agnostic
Electronic patient health records, including records from multiple doctors
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Patient-Centered Functions (19)
Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal
Facilitates and enables patient access to their personal health information and data.
Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
Integration with Wearables
Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Intake Management
Activities related to the initial admission of a charge into the organization's care
Records Management
Ability to record, store, update, and retrieve information
Claims Management
Process of submitting and following up on claims with insurance companies
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Forms Management
Store, manage and track all forms in a centralized location
Responses (5)
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (9)
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Augmented Analytics
Analyze data and automatically generate insights using AI/ML technologies
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Notifications (6)
-
Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
-
Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment
-
Scheduling Notifications
Receive a notification whenever a customer schedules an appointment
Recurring Appointments
Schedule repeating appointments based on a duration of time
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Group Scheduling
Automatically find mutually available meeting time slots across multiple calendars
Settings (3)
-
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
-
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
-
Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
-
Branding
Personalize booking page with custom logos and colors to match branding
-
Links
Personalize a booking link to share with customers
Integrations (5)
-
Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
-
Website Integration
Provides the ability to be embedded into websites
-
Payment Acceptance
Integrates with payment processing software to accept payment from customers
-
Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
-
Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
Data (2)
Reliability
Ensures consistent performance, delivering reliable outputs based on user prompts.
Data Security
Implements stringent measures to protect user data and ensure privacy.
Interaction (10)
Complex Query Handling
Shows adeptness in comprehending and responding to complex or multi-part queries.
Natural Conversation
Facilitates natural and human-like conversations, delivering engaging interaction experiences.
Understanding
Demonstrates a sophisticated understanding of both written and spoken user commands.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Customizability
Offers a high degree of customization to meet individual user or business requirements.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Learning (2)
User Interaction Learning
Features robust learning mechanisms, improving responses over time based on past user interactions.
Error Learning
Showcases the ability to recognize, correct, and learn from its own mistakes.
Content Generation (2)
Creativity
Displays creativity in generating diverse, interesting, and contextually relevant responses.
Content Accuracy
Produces content that is accurate, factually correct, and relevant to the user's query.
System (5)
API Flexibility
Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.
Update Frequency and Utility
Regularly receives updates that contribute to continuous improvement of the product.
Cross-Platform Compatibility
Assesses the chatbot's ability to function seamlessly across various platforms and devices.
Software Integration
Seamlessly integrates with other platforms or software systems, enhancing overall utility.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI (7)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Agentic AI - Digital Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Chatbots (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Visitor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Monitoring & Improvement - AI Chatbots (1)
Feedback-Driven Response Optimization
Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning).
Reliability & Safety - AI Chatbots (1)
Guardrails & Content Controls
Includes safeguards to restrict inappropriate responses and ensure compliant language use.
Additional Functionality (219)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Wait List Management
Record, update and manage waiting lists
Mobile Access
Access software remotely via mobile devices
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Data Import/Export
Import and export data to and from software applications
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Email Marketing
Create and send email blasts/campaigns
Client Management
Manage contact details and communication with clients
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Client Database
Electronic storage of stakeholder contact information
Online Booking
Book meetings and appointments through a website or digital platform
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
SMS Messaging
Send messages via SMS
Credit Card Processing
Accept and process credit card transactions
API
Application programming interface that allows for integration with other systems/databases
Multi-Location
Manage and support multiple locations
Email Management
Manage, store and organize emails within the system or via third-party apps
Customer History
Access previous interactions or concerns to maintain customer relationships
Calendar Management
Track and manage schedules and meetings via an integrated calendar
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
Autoresponders
Create and automatically send premade copy in response to customer messages
Configurable Workflow
Configure existing workflows to meet your organization's needs
Natural Language Processing
Process and analyze human language in text or audio form
Customizable Branding
Add customized logos and colors to align with company branding
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Real-Time Analytics
Analyze and gain insights into data in real-time
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Live Chat
Ability to chat online in real time
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Speech Recognition
Train your system to interpret and transcribe voice messages
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Service Analytics
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Lead Capture
Automatically identify and save contact information of potential customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat Transcript
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Natural Language Search
Ability to interact with the application using human languages such as English
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Speech Synthesis
The ability of a bot to respond to user queries in synthesised voice
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
For Developers
For the intention to be used by developers
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Alerts/Escalation
System alerts about the need to escalate an issue or request
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Onsite Registration
In-person, onsite registration
Patient Scheduling
Book and manage patient appointments and follow-ups
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Wireless Internet Access Control
Control and manage access to wireless networks
Photo Capture
Capture photos for any type of use case
Self Check-In/Check-Out
Check-in and out via a mobile device or kiosk
QR Codes
Matrix barcode that stores information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Payment Processing
Accept, record, and reconcile financial transactions
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Interactive Content
Allow the audience to interact or engage with the content
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Multi-Language
Manage and support multiple languages
Wayfinding
Process of understanding one's position in a physical space via planned routes, signs, colors and images
Virtual Keyboard
On-screen keyboard that can be used without the need for physical keys/keyboard
User Session Management
Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system
Customizable User Interface
Design, modify, and organize how content is displayed on a system interface
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Timeout
Customizable Branding
Add customized logos and colors to align with company branding
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Touch Screen
Interactivity between software and users by touching areas on the screen of display devices
ID Scanning
Scan and validate an ID barcode
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Document Storage
Store and organize documents in a centralized system
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Fields
Customize data fields to support various needs and use cases
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Referral Tracking
Log and store the source of contacts/leads
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Live Chat
Ability to chat online in real time
Task Progress Tracking
Track the status and progress of tasks
Predictive Analytics
Predict future data based on historical data sets
Task Scheduling
Track and manage the scheduling of tasks
For Healthcare
Software designed for the healthcare industry
Multi-Location
Manage and support multiple locations
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Reports
Alter the layout and content of reports
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Forecasting
Form predictions based on past and present data/trends
Patient Education
Educational and medical resources that are delivered to patients online
Electronic Payments
Electronically collect payments for goods or services
Multi-Language
Manage and support multiple languages
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Data
Receive data and information in real time
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Analytics
Analyze and gain insights into data in real-time
Medication History
Access to patient medication history data
Online Refills
Allows medical providers and/or customers to request previously filled prescriptions online
Messaging
Communicate using messages within the system
Video Conferencing
Connect with meeting participants remotely over video
Real-Time Monitoring
Active monitoring of systems, applications, or networks
API
Application programming interface that allows for integration with other systems/databases
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Customizable Branding
Add customized logos and colors to align with company branding
Historical Reporting
Information, data and reports that are being tracked over time
Mobile Alerts
Notifications via mobile devices
Lab Results
Laboratory test results
Telemedicine
Meet with patients remotely
One-to-One Messaging
Send personal messages to clients or attendees
Patient Monitoring
Observing and tracking a patient's health status, condition, and wellbeing
Health Record Access
Gaining access to confidential health documents and information
Medical Billing
Manage billing and payments for a healthcare provider
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Bill Payment
Complete outstanding payments
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
Electronic Signature
Digitally sign online documents
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Video Consultations
Speaking to a doctor or healthcare professional using online video tools
Secure Messaging
Exchange messages in a secure and encrypted manner
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Language Detection
Identify different languages
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Lead Capture
Automatically identify and save contact information of potential customers
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Natural Language Processing
Process and analyze human language in text or audio form
Multi-Language
Manage and support multiple languages
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Automated Responses
Automatic reply functionality for incoming messages
Customer Support
Provide online support for your customers through live chat or help desk functionality
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Query Suggestions
See options for potential search queries within the system
Transfers/Routing
Transfer queries and organize messages between agents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Canned Responses
Shortcuts for inputting frequently used messages
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Pre-Appointment Screening
Questionnaire for clients to answer prior to attending appointments.
EMR/EHR
Create and securely store digital patient records
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
SMS Messaging
Send messages via SMS
Customizable Branding
Add customized logos and colors to align with company branding
Broadcast Messaging
Notify large groups of people simultaneously about important updates.
Commenting/Notes
Leave comments and notes on documents for others to view
Cancellation Management
Allow customers to cancel their subscription remotely.
Room Scheduling
Reserving a room for meeting in an office or co-working space
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Email Marketing
Create and send email blasts/campaigns
Faculty/Staff Management
Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Recurring Appointments
Schedule repeating appointments based on a duration of time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Appointment Types
The ability to choose between different appointments in a selection.
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
No-Show Tracking
Track and monitor patient no-show rates
Patient Portal
Online portal where patients can access information such as health records, treatment plants, etc.
Multi-Physician
Supports practices with multiple healthcare professionals
Payment Processing
Accept, record, and reconcile financial transactions
Wait List Management
Record, update and manage waiting lists
Electronic Signature
Digitally sign online documents
Task Management
Create, manage and track all task activities and progression
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Prescription Renewal
Enables medical providers and/or patients to electronically renew existing prescriptions
Patient Questionnaires
Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.
Insurance Eligibility Verification
Checking eligibility of patients for different insurance claims
Patient Intake
Patients can register for appointments in advance online
Multi-Location
Manage and support multiple locations
Virtual Meetings
Connect in virtual environment through the internet with webcams/microphones by computer/phones/tablets.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Online Scheduling
Track and organize online shifts
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Promotional messages are used by businesses to advertise a product, event, or special offer to their customers. Learn more about promotional messages, their best practices, and how marketers can create promotional campaigns with SMS marketing software.
Mobile reporting is a business intelligence solution that allows users to access analytics on mobile devices. Learn more about the benefits and uses.


