Smart Scheduling That Works for You
Manage appointments, provider availability, reminders, waitlists, and recurring visits from one flexible calendar.
- Drag-and-drop appointment management
- Multi-provider calendar views
- Automated appointment reminders (SMS, email, voice)
- Waitlist management with auto-fill
- Recurring appointment scheduling
- Real-time availability updates
Clinical Documentation Made Easy
Spend less time on paperwork and more time with patients. Our touch-friendly documentation system is designed for the way modern practices work.
- Customizable note templates
- Touch-friendly interface for tablets
- Quick macros and text expansion
- Voice dictation support
- Integrated vitals and measurements
Billing & Revenue Cycle Management
Keep charge capture, claim review, denial follow-up, payments, and financial reporting organized in one billing workflow.
- One-click charge capture from notes
- Automatic CPT/ICD code linking
- Real-time eligibility verification
- Claims scrubbing and submission
- Denial management and appeals
- Financial dashboards and reporting
The Visit Becomes
a Review-Ready Draft
With patient consent, ambient capture turns the appointment conversation into a transcript and structured clinical draft while the clinician remains responsible for review, editing, and approval.
- Appointment recording only after the consent workflow
- Automatic transcription and structured SOAP note drafting
- Suggested diagnoses, tests, orders, and follow-up tasks
- ICD-10, CPT, and E/M suggestions grounded in the visit draft
- Clinician review, editing, approval, and sign-off controls
- Pending charge lines and a billing review queue—not automatic claim release
S: 34F presents with worsening eczematous dermatitis on bilateral forearms x3 weeks. Reports moderate pruritus, worse at night. No new soaps or detergents.
O: Erythematous, scaly plaques bilateral forearms, 3-4cm. No secondary infection. EASI score 12.
A: Atopic dermatitis, moderate (L20.9)
P: Triamcinolone 0.1% cream BID x14d. RTC 4 weeks. Consider dupilumab if no improvement.
Clinical Context
Where the Team Works
Keep patient messages, education materials, coding references, tasks, and follow-up activity connected to the chart instead of scattered across tabs.
- Reusable patient message and education templates
- Chart-linked tasks and follow-up ownership
- ICD-10 and CPT reference tools
- Prior authorization documentation workspace
- Visit history and timeline review
- Activity logging for team accountability
Financial & Practice
Analytics
Configurable reports bring revenue, A/R, denial, appointment, and productivity activity into one review workspace.
- Live revenue dashboard: charges, collections, adjustments
- A/R aging by payer, provider, and procedure
- Denial rate tracking with root-cause breakdown
- Provider productivity: wRVUs, encounters, revenue per visit
- Payer performance: who pays, how fast, at what rate
- Top CPT codes by volume and dollars collected
- Appointment volume, no-show rate, and slot utilization
- Patient recall and retention reporting
- Custom report builder — filter by any combination of date, payer, provider
- Scheduled reports emailed to you automatically
And So Much More
Patient Portal
Online check-in, secure messaging, document access, appointment requests, and bill pay.
Telehealth
Video visits with a virtual waiting room and documentation linked to the patient workflow.
Analytics
Real-time dashboards for revenue, volume, productivity, and practice performance.
Specialty Tools
Specialty workflows, registries, photo timeline comparison, recalls, and condition-specific documentation.
Practice Flow
Track patients from check-in to checkout with real-time status updates.
Workflow Connections
Required workflow connections are reviewed and documented for each practice during implementation planning.
Ready to See It in Action?
Request a personalized demo focused on the workflows and roles your practice wants to evaluate.
Request a Demo