Customizable Analytics & Reporting

• Customize your web dashboard with drag-and-drop visualizations, filterable data sets, etc.
• Export display-ready reports for key insights into program utilization, operational efficiency, financials, user satisfaction, etc.
• Retrieve data via API access
• Schedule regular automated reports

Healthcare Booking Any
Way You Want

• Schedule all types of appointments: 1-1, group, multi-provider, specific provider or first available provider, video, phone, in-person, etc.
• Customize reminder messages and send cadences
• Invite family and guests with separate non-patient links
• Set up a call center scheduling system across all your programs and statesSearch and book in 1-click across selected filters (e.g. location, provider groups, visit type, etc.)
• Let patients self-schedule

Centralized Scheduling System for Optimizing Provider Availability

• Import, aggregate, filter and sort clinician availability in a single calendar
• Create on-call schedules with automated clinician group alerts and escalation rules
• Give clinicians access to update and swap availability
• Automatically block patients if no on-call provider is available
• Directly dispatch for interpreter coverage when booking appointments

Flexible Form Builder for Intake, Assessments, Consent, Surveys and more

• Save time with pre-built templates for different use cases telepsychiatry, etc.
• Add logic for form branching
• Trigger workflows for waiting room routing and provider specialty and state-matching
• Choose whether to send forms before, during, or after a visit.

Flexible Patient Queuing System for Effective Triage

• Tag patients with different priority levels for automated and manual routing, transferring and alerting the appropriate providers
• Create escalation groups to automatically dispatch providers by urgency

• Give all staff real-time visibility into patient condition urgency, wait times, queue position, provider availability. etc. with a control center dashboard
• Tagged role-based provider group notes for continuity of care

• Customize each waiting room for different workflows: urgent care walk-ins, individual appointments, group appointments, etc.
• Set room-specific intake forms
• Assign a single provider or multiple providers to different rooms

Omni-channel Communications via Video, Phone, and Chat

• Offer both synchronous and asynchronous visits
• Seamless switching from video to phone in poor network situations
• Share screens with live annotation
• Group video & group chat
• Drag-and-drop file transfer
• Priority chats to providers with acknowledgment of receipt
• Auto-captioning for accessibility
• Permission-based auto-answering

One-click Remote Exams

• Support plug-and-play medical devices: stethoscope, otoscope, dermascope, ultrasound, EKG, etc
• 1-click device operation
• Pan-Tilt-Zoom camera control
• Simultaneously stream medical devices and video faces
• Access the latest in technology, e.g. AI cameras, sensors

Eligibility, Payment, Claims Submissions

• Automate eligibility checking and co-pay collection, claims submission
• Collect co-pays and out-of-pocket payments pre-call, in-call, or post-call
• Customize dropdowns for commonly used ICD and CPT codes
• Submit claims for single and multi-provider visits
• Batch process claims automatic payment posting

eSign and In-built Compliance

• Collect and store eSignatures for consent, audit, and other compliance requirements
• Auto-match patients to providers with the required state licensing
• Meet telehealth documentation requirements with EHR integration

Personalized Patient Engagement

• Offer self-scheduling for video, phone, or in-person visits
• Automatically send customized appointment reminders
• Auto-suggest health education material based on patient health profiles
• Provide 24/7 access to visit history, notes, labs, and medical images
• Automatically follow-up with health surveys and assessments
• Let them securely message their providers directly

Clinical Tasks & Documentation

• Customize note charting layouts and sections according to use case
• Save custom note templates for more efficient charting
• ePrescribe medications including controlled substances
• Add other custom patient data tabs such as RPM, assessment results, symptom check-ins

Powerful Admin Controls

• Set user roles and access restriction
• Bulk add/delete/edit patients & providers
• Send broadcast communications & notifications
• Manage waiting rooms & workflow logic
• Manage provider assignments, availability, and appointments
• Update branding and compliance documents
• Export custom reports (see Analytics and Reporting)

Integration with EHRs, HIEs and other System Applications

• Launch video from EHR with UI integration
• Eliminate manual duplication with 2-way scheduling integration
• Push medical notes into EHR (and/or pull)
• Participate in HIEs to access full EHR records from other systems

Secure, HIPAA-Compliant Infrastructure

• Strong 256-bit AES FIPS-compliant or DTLS 1.2+ encryption data on servers, endpoints, and in transit
• MFA and SSO integration options for additional account security layers
• SOC 2 certification and regular 3rd party testing and audits to assess and mitigate risks
• Regulatory compliance with SSO and MFA