| 01Patient Registration & Demographics |
Creates and maintains patient records with contact details, insurance information, guarantors, communication preferences, and administrative history. |
Register Patient→
Capture Demographics & Insurance→
Verify Record Details→
Maintain Patient Profile
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Custom registration and demographic fields
Duplicate-patient detection and record matching
Guarantor, insurance, contact, and communication-preference tracking
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| 02Appointment Scheduling & Provider Calendars |
Schedules patient visits by provider, location, service, appointment type, duration, and available clinical resources. |
Select Provider / Service→
Check Availability→
Book Patient Appointment→
Update Provider Calendar
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Multi-provider, multi-location, and resource scheduling
Appointment types, durations, blocks, and recurring availability
Waitlists, rescheduling, cancellations, and overbooking controls
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| 03Patient Check-In & Front Desk Workflow |
Guides front-desk staff through arrival, demographic review, insurance confirmation, consent, copay collection, and patient-status updates. |
Patient Arrives→
Verify Registration & Coverage→
Collect Forms / Copay→
Mark Ready for Visit
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Digital and staff-assisted check-in options
Insurance, consent, balance, and demographic prompts
Real-time patient status across reception and clinical teams
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| 04Insurance Eligibility & Authorization Tracking |
Checks patient coverage and tracks referrals, prior authorizations, visit limits, and payer requirements before scheduled services. |
Review Upcoming Appointment→
Verify Insurance Eligibility→
Confirm Referral / Authorization→
Clear Patient for Service
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Real-time and batch eligibility verification
Authorization numbers, approved visits, dates, and expiration tracking
Alerts for missing referrals or authorization limits
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| 05Medical Billing & Claim Management |
Creates claims from completed encounters and manages charge entry, validation, submission, rejection, payment, and billing follow-up. |
Capture Encounter Charges→
Create & Validate Claim→
Submit to Payer→
Track Payment / Follow-Up
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Charge capture, claim scrubbing, and electronic submission
Rejection, denial, correction, and resubmission workflows
Clearinghouse and payer connectivity required by the practice
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| 06Patient Billing & Payment Management |
Calculates patient responsibility, generates statements, collects payments, manages payment plans, and tracks outstanding balances. |
Determine Patient Balance→
Generate Statement / Request→
Collect Payment→
Update Account Balance
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Online, card, ACH, cash, and required payment methods
Payment plans, stored cards, refunds, credits, and partial payments
Automated statements, reminders, and patient-balance aging
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| 07Patient Portal & Self-Service |
Lets patients complete administrative tasks such as requesting appointments, updating information, submitting forms, viewing balances, and making payments. |
Patient Signs In→
Select Self-Service Task→
Submit Request / Information→
Update Practice Workflow
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Appointment requests, registration forms, and demographic updates
Statements, balances, online payments, and receipt access
Secure authentication and configurable patient permissions
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| 08Patient Communication & Recall Management |
Sends appointment reminders, confirmations, recalls, balance notices, and practice messages while tracking patient responses and follow-up needs. |
Trigger Appointment / Recall Event→
Select Communication Rule→
Send Email / SMS / Voice Message→
Record Response / Follow-Up
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Email, SMS, voice, and portal messaging options
Automated confirmations, reminders, recalls, and no-show follow-up
Consent, opt-out, template, and communication-history controls
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| 09Staff, Location & Practice Workflow Management |
Coordinates administrative tasks, staff responsibilities, provider schedules, office locations, work queues, and recurring practice processes. |
Define Practice Workflow→
Assign Staff / Location Responsibility→
Track Tasks & Exceptions→
Complete Administrative Work
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Role-based task and work-queue assignment
Multi-location, provider, department, and staff permissions
Escalations, status tracking, and recurring workflow automation
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| 10Practice Analytics & Healthcare Integrations |
Tracks scheduling, patient flow, collections, claims, no-shows, and operational performance while connecting administrative workflows with clinical and financial systems. |
Aggregate Practice Data→
Analyze Operational & Financial KPIs→
Connect Healthcare Systems→
Improve Practice Operations
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Appointment, no-show, patient-flow, billing, collection, and A/R dashboards
EHR, billing, clearinghouse, payment, lab, accounting, and communication integrations
HL7, APIs, exports, role-based reporting, and multi-location analytics
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