Zanda Health Features

Administrative (25)

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
Employee Work Status: Maintains records of medical professionals and their permanent, full-time, part-time, float, per-diem, traveling, etc., statuses
Days-Off Approval: Automatically notifies employees about the approval or denial of their time-off requests
Time Tracking: Tracks medical staff's hours, coverage, and other relevant work patterns
Staffing Data: Generates reports on workforce activity to provide data on overstaffing or understaffing trends
Mass Notifications: Facilitates the sending of mass texts and emails to staff during emergencies
Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc.
No-Show Tracking: Track and monitor patient no-show rates

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

Information Flow (5)

Patient Case Management: Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.
Referrals Management: Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.
Records Management: Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.
Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management: Store, manage and track all forms in a centralized location

Patient Experience (23)

Dashboards & Reporting: Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.
Team Management: Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.
Secure Communications: Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.
Patient Experience Management: Provides organizations with the tools to optimize patient experience efforts
Historical Reporting: Information, data and reports that are being tracked over time
Real-Time Reporting: Active reporting of data and metrics
Discharge Management
Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Admissions Management: Handle the registration and admission process for existing and new students
Booking Management: Create, update, and manage bookings, itineraries, and reservations
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Claims Management: Process of submitting and following up on claims with insurance companies
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
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
Contact Management: Manage, organize, and store contact information
Document Management: Store, manage, and track all electronic documents in a centralized location
Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
Task Management: Create, manage and track all task activities and progression
Client Management: Manage contact details and communication with clients

Operations (36)

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
Automated Scheduling: Automates the creation and generation of health care employee schedules
Absence Management: Tracks vacation, sick leave, and off-work requests
Mobile Access: Supports the access to employee schedules via remote-accessed web page or mobile devices
Resource Management: Allows health care professionals to book the staff, equipment, and other resources necessary for scheduled appointments and operations
Physician Management: Track and organize physician schedules and pertinent information
Claims Management: Process of submitting and following up on claims with insurance companies
Calendar Management: Track and manage schedules and meetings via an integrated calendar
Wait List Management: Record, update and manage waiting lists
Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
Appointment Scheduling: Schedule appointments via a calendar
On Call Scheduling: Track and organize on-call shifts
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)

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)

Personalization (2)

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

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 (25)

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

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 (10)

AI Text Summarization: Condenses long documents or text into a brief summary.
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.
AI Text-to-Image: Provides the ability to generate images from a text prompt.
AI Text-to-Speech: Simulates human-like speech from text inputs.
AI Image-to-Text: Converts images into a textual description, identifying key elements.
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.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.

Agentic AI - Online Appointment Scheduling (3)

Additional Functionality (509)

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
Customizable Reports: Alter the layout and content of reports
Data Import/Export: Import and export data to and from software applications
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
Live Chat: Ability to chat online in real time
Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Forms: Customize contracts and forms to collect specific information
SMS Messaging: Send messages via SMS
Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
Electronic Payments: Electronically collect payments for goods or services
Email Reminders: Reminders sent via email
Access Controls/Permissions: Define levels of authorization for access to specific files or systems
Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
Real-Time Reporting: Active reporting of data and metrics
Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Third-Party Integrations: Set up connections to third-party platforms to improve business processes
Multi-Location: Manage and support multiple locations
Billing & Invoicing: Create, manage, and send invoices or bills to customers
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.
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
Recurring Appointments: Schedule repeating appointments based on a duration of time
Credit Card Processing: Accept and process credit card transactions
API: Application programming interface that allows for integration with other systems/databases
Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
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
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
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
Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
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
Patient Intake: Patients can register for appointments in advance online
Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
Patient Location Tracking: Identify patient's location at any given point in time
SMS Messaging: Send messages via SMS
API: Application programming interface that allows for integration with other systems/databases
Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
Electronic Payments: Electronically collect payments for goods or services
Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
Real-Time Monitoring: Active monitoring of systems, applications, or networks
Patient Scheduling: Book and manage patient appointments and follow-ups
Generative AI: Use AI to generate content in the form of text, images, videos, etc.
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

Zanda Health Features

Administrative (25)

Clinical (5)

Information Flow (5)

Patient Experience (23)

Operations (36)

Patient-Centered Functions (19)

Operations Management (4)

Added Efficiencies (50)

Technology (4)

Administration (4)

Compliance (2)

Notifications (6)

Settings (3)

Personalization (2)

Integrations (5)

Business Management (7)

Marketing (3)

Practice Management (25)

Platform Tools (6)

Generative AI (10)

Agentic AI - Online Appointment Scheduling (3)

Additional Functionality (509)

Activity Tracking (1)

Treatment Planning (1)

API (1)

Calendar Management (1)

Reporting & Statistics (1)

AI Copilot (1)

Customizable Forms (1)

Third-Party Integrations (1)

Contact Management (1)

Workflow Management (1)

Progress Tracking (1)

Customer Database (1)

Compliance Tracking (1)

Automatic Transcription (1)

Therapy Notes (1)

Customizable Reports (1)

Inventory Management (1)

Electronic Payments (1)

Customizable Templates (1)

Activity Dashboard (1)

Electronic Signature (1)

Role-Based Permissions (1)

Scheduling (1)

Communication Management (1)

Alerts/Notifications (1)

Decision Support (1)

Data Import/Export (1)

Prescription Management (1)

Compliance Management (1)

Document Management (1)

Self Service Portal (1)

Reminders (1)

Customizable Fields (1)

Assessment Management (1)

Mobile Access (1)

Loyalty Program (1)

Customer History (1)

Reporting/Analytics (1)

Document Storage (1)

Access Controls/Permissions (1)

Insurance Eligibility Verification (1)

Invoice Management (1)

Social Media Integration (1)

Mobile Alerts (1)

Charting (1)

Real-Time Reporting (1)

Employee Management (1)

Template Management (1)

Payment Processing (1)

Task Management (1)

Voice Recognition (1)

Multiple User Accounts (1)