Features

Scheduling & Notifications

A central booking screen that allows you to make appointments quickly and track everyone’s schedule, with notes and notifications.

Make appointments faster and keep track of everyone’s schedule. Create a single appointment or repeat appointments over a period of time. At any time, view a daily schedule for all providers, or weekly and monthly schedules according to provider name.

Stay on top of patient treatment plans and associated appointment allowances. Schedule appointments according to specific plans to quickly identify the remaining number of visits for any given patient. This feature is critical in situations where you’re required to calculate the number of treatment sessions remaining on OCF-18s, WSIB plans and maximum coverage under Extended Healthcare Benefits.

Be in the know. View the status of every appointment: Confirmed, Unconfirmed, Checked-in, Cancelled or Missed.

Benefit from an integrated view in real time. All appointments scheduled at reception instantly appear on all other connected workstations.

Improve provider shift coordination. Email providers their schedule for the following day.

Keep everyone on the same page. Add appointment notes to remind yourself of specific tasks such as “ask patient to sign the claim form”, or “voicemail left on mobile phone to confirm upcoming appointment”.

Take billing to the next level. Connect one or more service charges to appointments when they are booked. Once appointments are checked in, the system automatically adds predefined charges along with an option to make changes if needed.

Minimize the number of missed patient appointments. When new appointments are booked in the system, set up new appointment email and SMS notifications and 24-hour appointment reminders.

Patients & Case-Files

Capture patient demographics along with case-specific details. Gather as much information as you can to streamline the completion of stand Claim Forms and other document templates.

Streamline patient case data. Now there’s no need to enter patients twice when you want to open more than one case for the same person. Simply create a new case under the selected patient’s name and enter all case-specific information. Then you can instantly begin adding charges, completing claim forms and uploading documents.

Speed up clinical note taking. Tailor SOAP note templates to every occupation relevant to your practice and record notes on a daily basis according to each patient case.

Simplify your Accounts Receivables. Keep all invoices and payments in one place for every case. Easily identify billed and unbilled charges, check the invoice status, print account and billing statements, and preview account balances.

Keep all relevant documentation in the same place. Store previously created claim forms and medical documents and attach files to patient cases. Access these documents from any connected workstation and identify the status of electronically submitted claim forms.

Add essential details to all patient files to improve service. Inside each patient’s case, keep records of conversations with adjusters, legal reps, family doctors and patients. Attach important correspondence documents such as fax transmissions and scanned letters. And whenever the need arises, selectively print summaries of the conversation records.

Assessments & Tracking

Monitor the lifecycle of each patient assessment. From referral right through to final payment, you can track the progress of the assessment process. Stay on top of each assessment with systematic alerts that are automatically triggered at every stage.

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