Overall view of features such as messages, tasks, graphs, calendar, etc…
Appointment Calendar
Reply or compose messages with a click of a button
Easy to read charts and graphs that enable you to see overall productivity
Scheduling
Clinicians and /or Staff can set up individualized work schedules
Providers can be color coded by specialty type or designated by provider
Electronic appointment reminders for clients
Our time-tracking feature, which is similar to an internal stopwatch, insures accurate billing to
insurance companies
Verification Module: This feature helps eliminate scheduling error by alerting staff of expired
authorizations, overdue balances, expired insurance policies, and so much more
Intake and Registration
Customizable intake form templates specifically designed to meet your company’s needs
Email intake forms to clients right from our software
Our Client Portal enables clients to fill out intake packets and registration online
All completed forms upload directly into our system, saving you time by skipping manual data entries
We never leave you wondering if you sent intake forms or if the client returned them with our unique
intake tracking system
To further help meet the needs of all your clients, all forms can be printed out
Electronic records are secured and HIPAA compliant
Inventory Management
Track by name, description, SKU, or unique serial number
Stock level tracking and low-quantity alerts
Ensure accurate inventory levels through reporting and auditing
Transfer inventory from one location to another
Easily create & update inventory as well as adding new products
Employee Management / HR
Simplifies your HR hiring process from A to Z
Our advanced system includes the option to post jobs and resumes
Create employees and set specific permissions to access certain levels of the system
Stores digital copies of all new hire paperwork
Track hours worked with an integrated time clock function
Report Management System
Overall Company Productivity
Intake and Registration Application Status
Insurance Payer Status,e.g. Submitted, Pending, Approved, or Denied
