Intake & Patient Management
Faster intake. Better outcomes.
Quickly Manage Referrals
Simplify appointment scheduling and improve communication with our built in faxing, scheduling, & communication features. Enhance the patient & referral source experience, optimize your workflow, and drive business growth.
Manage Clinical, Financial, & Staffing in One Place
Simplify patient management with custom forms, medications, & staffing tools, facilitating smooth collaboration, accurate estimates, and seamless care delivery.
Secure Document Storage
Provide convenient online booking for clients while securely storing and easily accessing their documents. Improve customer experience with patient document management for personalized service.
Check Eligibility & Benefits
Effortlessly increase your revenue through upsell opportunities and effectively handle contract renewals. Our intuitive software keeps your contract files organized for quick reference and compliance, ensuring smooth operations and maximizing your profitability.
Control Patient & Payer-specific Pricing
Manage your business finances effectively with our robust tools. Gain control through features such as invoicing, expense tracking, budgeting, and reporting functionalities.
Boost Patient Satisfaction and Loyalty with NPS
Enhance satisfaction and loyalty through our client portal, featuring easy access to account information and NPS surveys. Continuously improve services based on valuable feedback for exceptional client experiences and lasting relationships.
Features ready to use at signup:
No configuration necessary, just start using these best-practice features to quickly boost your recruiting efforts!
Job Board
Print out a powerful “Now Hiring” flyer with QR code, put our Job Board on your website, and start getting quality applicants in minutes!
Applicant Tracking
All of your applicants, paperwork, and processes are monitored in real-time by the software, so you never waste time with spreadsheets or lost opportunities.
Applicant Paperwork
Use our Applicant Portal to have new applicants complete all their paperwork, including I-9s and W-4s without chasing hardcopies!
Phone & Email Templates
With our integrated phone and email capabilities, you can use our best-practice templates to quickly communicate with applicants and stay on brand and compliant!
Interviews & Screening
We have best-practice interviews and screening tools built into the software, so your team can quickly find the right talent.
Onboarding Processes
Our software handles the entire onboarding process, so you can quickly get new applicants hired and productive without unnecessary delays or drama.