Zanda (formerly Power Diary) Features

Administrative (17)

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

Clinical (5)

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
Documentation: Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation
EMR/EHR: Create and securely store digital patient records
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements

Operations (23)

Workflow Optimization - Clinical Documentation: Optimize and make efficient clinical workflows
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
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

Operations Management (4)

Administrative Processes: Simplifies and supports administrative processes like registration, reporting, document management, and inventory.
Back Office Processes: Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.
Workflow Coordination: Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.
Practice Specialty Support: Tailors functionality based on specific nuances of specialty practices.

Added Efficiencies (50)

EMR/EHR: Create and securely store digital patient records
Compliance: Maintains practice compliance around health care mandates and regulatory requirements.
Medical Billing: Manage billing and payments for a healthcare provider
Patient Information Management: Tracks and monitors patient demographic information.
Medical Billing: Manage billing and payments for a healthcare provider
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Data Integration: Combining data from different sources and providing a unified view
Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Expense Management: Plan, pay and track business related expenses.
Claims Management: Process of submitting and following up on claims with insurance companies
Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Workflow Management: Create, design and manage workflows for repetitive tasks
Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Employee Management: Track employee schedules, availability, and performance across projects and tasks
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Records Management: Ability to record, store, update, and retrieve information
Document Management: Store, manage, and track all electronic documents in a centralized location
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Assessment Management: Creation, administration, and evaluation of assessments or tests
Template Management: Create, save, and re-purpose templates for emails, forms, etc.
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Inventory Management: Track and manage inventory levels to maintain proper supply
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
EMR/EHR: Create and securely store digital patient records
Forms Management: Store, manage and track all forms in a centralized location
Contact Management: Manage, organize, and store contact information
Accounting Integration: Integrate with a third-party accounting system
Out-Patient Management: Care of patients who do not stay overnight
Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently
Physician Management: Track and organize physician schedules and pertinent information
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Task Management: Create, manage and track all task activities and progression
Policy Management: Create, manage, and track policies and procedures within an organization
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
In-Patient Management: Care of patients who are admitted and stay in the hospital overnight
Lab Information Management: Allows you to effectively manage samples and associated data
Bed Management: The allocation and provision of beds
Patient Flow Management
Vaccine Management: Manage vaccine administration from the time the vaccine arrives at the clinic until it is administered
Financial Management: Plan, manage, and track the financial activities of an individual or organization
Telemedicine Integration: Provide integration with third-party telehealth applications

Technology (4)

Telecommunications: Utilizes telecommunications technology to provide providers and patients with two-way communication.
Low Bandwidth Support: Ensures that the telemedicine solutions works even when internet is slow or network is poor.
EHR Integration: Facilitates the integration between telemedicine platform and existing EHR.
Third-Party Integrations: Set up connections to third-party platforms to improve business processes

Administration (4)

Practice Branding: Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding.
Practice Specific: Supports the needs and requirements of specialty practices.
Charting And Documentation: Generates or provides practioners with the tools to create clinical documentation post-meeting.
Multi-Provider Practice: For practices with multiple providers

Compliance (2)

Business Management (7)

Merchant Services: Processes debit and credit card payments and supports POS functions.
Appointment Scheduling: Allows both staff and clients to manage appointments, and provides calendar to track all appointments.
Employee Management: Assists with employee shift scheduling and payroll or commission management.
Event Scheduling: Plan an event's time and location
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Client Management: Manage contact details and communication with clients
Forms Management: Store, manage and track all forms in a centralized location

Marketing (3)

Practice Management (24)

Patient Records: Stores electronic patient records either natively or via integration with EMR or EHR software, and manages all intake forms, SOAP notes, and records.
Photo Management: Allows photos to be uploaded and stored for clinical comparisons pre- and post-operation.
Patient Portal: Provides a self-service portal for clients to track all appointment and treatment history, including billing, prescriptions, and after-care notes.
Insurance Billing: Supports eligibility and prior authorization, and insurance claims submissions.
Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Discount Management: Track products that are for sale at a reduced price or part of coupon promotions
Promotions Management: Design, communicate, and distribute incentives to perform a specific action
Gift Card Management: Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Medical Billing: Manage billing and payments for a healthcare provider
Records Management: Ability to record, store, update, and retrieve information
Reputation Management: Monitor and manage customers' perceptions about a business, product, or service
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Lab Order Management: Submit and track requests for laboratory tests
Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Document Management: Store, manage, and track all electronic documents in a centralized location
Marketing Management: Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Workflow Management: Create, design and manage workflows for repetitive tasks
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
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

Platform Tools (6)

Reporting and Analytics: Monitors all relevant business KPIs to improve clinical and administrative processes.
Healthtech Integrations: Integrates with necessary healthcare solutions to support patient engagement, revenue cycle management, and related clinic functions.
Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Website Integration: Seamlessly integrates with 3rd party websites
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Customer Mobile App: Platform for customers to directly manage their appointments and profile

Generative AI (3)

Additional Functionality (409)

Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Document Storage: Store and organize documents in a centralized system
Activity Tracking: Track and document all activities across devices, networks, and other systems
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API: Application programming interface that allows for integration with other systems/databases
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Appointment Scheduling: Schedule appointments via a calendar
Customizable Reports: Alter the layout and content of reports
Real-Time Updates: Receive system updates as soon as any changes are made
E-Prescribing: Transmit prescriptions to pharmacies electronically
Scheduling: Plan availability and assign specific time slots for tasks and resources
Pharmacy: Stock, distribute, and manage billing for drugs
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Data: Receive data and information in real time
Data Import/Export: Import and export data to and from software applications
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
Real-Time Reporting: Active reporting of data and metrics
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Multi-Location: Manage and support multiple locations
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Project Accounting: Manage and track financials on a project-to-project basis
Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance
Payment Processing: Accept, record, and reconcile financial transactions
Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes
Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks
General Ledger: Centralized accounting record which tracks all financial transactions
Mobile Access: Access software remotely via mobile devices
Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Secure Data Storage: Securely stores data to prevent data loss or breaches
Financial Reporting: Generate reports to assess the financial performance of an organization
Accounts Payable: Track money owed to a company's creditors/suppliers
Accounts Receivable: Track outstanding invoices and the money owed from clients
Budgeting/Forecasting: Create budgets based on historical data and future projections
Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Electronic Payments: Electronically collect payments for goods or services
Patient Scheduling: Book and manage patient appointments and follow-ups
Live Chat: Ability to chat online in real time
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Physician Scheduling: Manage physician availability and schedules
Multi-Physician: Supports practices with multiple healthcare professionals
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
Telemedicine: Meet with patients remotely
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Claims Scrubbing: Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate
Patient Intake: Patients can register for appointments in advance online
Clinic Interoperability: Securely transfer, access, exchange, integrate or use data with different providers or systems
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Task Scheduling: Track and manage the scheduling of tasks
Chat/Messaging: Communicate using direct chat or messages within the system
Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
For Occupational Therapists: Designed for the use of occupational therapists
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Progress Reports: Document and report the progress of ongoing projects
Mobile Alerts: Notifications via mobile devices
Customizable Forms: Customize contracts and forms to collect specific information
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
Waiting Time Tracking: Estimated waiting time in the queue
Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Patient Location Tracking: Identify patient's location at any given point in time
SMS Messaging: Send messages via SMS
Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring: Active monitoring of systems, applications, or networks
Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician
Credit Card Processing: Accept and process credit card transactions
Growth Charts: Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children
Scheduled/Automated Reports: Set a time to generate routine reports automatically
Immunization & Allergy Tracking: Manage updates to member's immunization records and track individual allergies
Medical History Records: Records of patients' medical history
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Coding Assistance: Automatically generates E/M codes based on information collected during patient charting
Email Reminders: Reminders sent via email
Availability Indicator: Indication whether a resource is available or protected from allocation
For Podiatrists: Intended to be used by podiatrists
Online Intake Forms: Online forms for managing client intake
Customizable Fields: Customize data fields to support various needs and use cases
Imaging and X-rays: Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
Customizable Branding: Add customized logos and colors to align with company branding
Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Referral Tracking: Log and store the source of contacts/leads
For Speech Therapists: Designed for the use of speech therapists
Historical Reporting: Information, data and reports that are being tracked over time
Marketing Automation: Automate workflows and trigger campaigns based on customer actions
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Payment Processing: Accept, record, and reconcile financial transactions
Before & After Pictures: Before and after photos of procedure(s)
Billing & Invoicing: Create, manage, and send invoices or bills to customers
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Electronic Payments: Electronically collect payments for goods or services
Customizable Reports: Alter the layout and content of reports
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
SMS Messaging: Send messages via SMS
Online Booking: Book meetings and appointments through a website or digital platform
Sales Reports: Reports specific to sales analysis for trends and strategies
Treatment Packages: Sell multiple treatments together as a set
Customizable Forms: Customize contracts and forms to collect specific information
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.
Email Marketing: Create and send email blasts/campaigns
Customizable Branding: Add customized logos and colors to align with company branding
Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
For Medical Spas: Designed for medical spas
Multi-Location: Manage and support multiple locations
For Plastic Surgery Practices: For plastic surgery practices
Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
Telemedicine: Meet with patients remotely
Electronic Faxes: Create, edit, preview, and send faxes electronically
Point of Sale (POS): Accept and process customer payments for products or services using hardware and software
Customer Surveys: Tool to send questionnaires to customers to gauge feedback
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance
Consent Forms: A document containing important information about medical records, procedures, trials, testing, risk and benefits for patients.
Live Chat: Ability to chat online in real time
kiosk: Touch-screen device allowing patients and customers to do self-check-in and pay with credit or debit cards for free
Plastic Surgery Simulator: Previewing simulated plastic surgery results before and after
E-Prescribing: Transmit prescriptions to pharmacies electronically
SMS Reminders: Reminders sent via SMS/text message
Referral Tracking: Log and store the source of contacts/leads
Mobile Alerts: Notifications via mobile devices
Automated Quoting: Generate rule-based quotes for clients automatically
EMR/EHR: Create and securely store digital patient records
Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
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
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
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
Document Storage: Store and organize documents in a centralized system
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
Appointment Scheduling: Schedule appointments via a calendar
Softphone: Use your computer as a phone device to make calls over the internet
Chat/Messaging: Communicate using direct chat or messages within the system
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Records Management: Ability to record, store, update, and retrieve information
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage: Securely stores data to prevent data loss or breaches
Remote Treatment Planning: Remotely create and access treatment plans tailored to individual patients based on symptoms
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Customizable Forms: Customize contracts and forms to collect specific information
Video Conferencing: Connect with meeting participants remotely over video
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Multi-Location: Manage and support multiple locations
Mobile Alerts: Notifications via mobile devices
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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.
API: Application programming interface that allows for integration with other systems/databases
Email Reminders: Reminders sent via email
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Online Forms: Create new forms and/or use ready-made online form templates
Claims Management: Process of submitting and following up on claims with insurance companies
File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
Electronic Payments: Electronically collect payments for goods or services
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Payment Processing: Accept, record, and reconcile financial transactions
One-to-One Messaging: Send personal messages to clients or attendees
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Live Chat: Ability to chat online in real time
Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
Medical Billing: Manage billing and payments for a healthcare provider
Workflow Management: Create, design and manage workflows for repetitive tasks
Scheduling: Plan availability and assign specific time slots for tasks and resources
Virtual Waiting Room: Monitor wait time and abandonment for incoming requests that have not been routed
Mobile Access: Access software remotely via mobile devices
E-Prescribing: Transmit prescriptions to pharmacies electronically
Two-Way Audio & Video: Presenter can see and hear participants and vice versa
Document Management: Store, manage, and track all electronic documents in a centralized location
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Outcome Assessment Tools: Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients
Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
Credit Card Processing: Accept and process credit card transactions
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
SMS Messaging: Send messages via SMS
Forms Management: Store, manage and track all forms in a centralized location
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Document Management: Store, manage, and track all electronic documents in a centralized location
Healthcare Compliance: Compliant with healthcare rules and regulations around the world
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Payments: Electronically collect payments for goods or services
Customizable Forms: Customize contracts and forms to collect specific information
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Claims Management: Process of submitting and following up on claims with insurance companies
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling: Track and manage the scheduling of tasks
Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
API: Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
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
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Workflow Management: Create, design and manage workflows for repetitive tasks
Multi-Location: Manage and support multiple locations
Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Inventory Management: Track and manage inventory levels to maintain proper supply
For Chiropractors: Serves chiropractic practices
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Customizable Reports: Alter the layout and content of reports
Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
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
Multi-Location: Manage and support multiple locations
Activity Tracking: Track and document all activities across devices, networks, and other systems
Scheduling: Plan availability and assign specific time slots for tasks and resources
Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Document Management: Store, manage, and track all electronic documents in a centralized location
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
Exercise Library: Database of frequently used, popular workout routines
Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
EMR/EHR: Create and securely store digital patient records
Billing & Invoicing: Create, manage, and send invoices or bills to customers
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API: Application programming interface that allows for integration with other systems/databases
Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
Customizable Reports: Alter the layout and content of reports
Electronic Payments: Electronically collect payments for goods or services
Data Import/Export: Import and export data to and from software applications
Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
For Physical Therapy: Designed specifically for physical therapy practices
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Customizable Forms: Customize contracts and forms to collect specific information
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Claims Management: Process of submitting and following up on claims with insurance companies
SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Assessment Management: Creation, administration, and evaluation of assessments or tests