Empower Your Team
Quick Check In
Simplified check in speeds up client intake while reducing errors.
Task Based Workflow
The task center allows you to keep track of everything happening in the clinic seamlessly.
Role centric tasks
Different roles are automatically assigned the correct tasks.
Individual Tasks
Assign tasks to the person who needs to complete them.
Scheduled Tasks
Schedule tasks for exactly when they need to be worked on.
Task Priority
Empowers individual team members to reprioritize tasks and manage the clinic workflow.
Automated Tasks
Tasks created for important events like new voicemail, lab results, and wellness plan payment failure.
Ambient Information
Know what is important when it is important, with the necessary context always available.
Associate Scheduling
Build flexible schedules to support your team.
Connect With Your Clients
Integrated Telehealth
Allows for long-distance client and clinician contact, care, advice, reminders, education, intervention, monitoring, and remote admissions.
Chart based SMS & Email
Client messages are routed via tasks instead of individual emails keeping everything in the chart, enabling timely responses from the whole team.
SMS & Email Confirmation
Clients see and confirm upcoming appointments via email & text reminders. Confirmations are highlighted in the calendar for quick reference.
Integrated Communication
allow the clinic team to always be aware of what’s going on with each client
Client Surveys
See how your client satisfaction is trending everywhere the client details appear.
Client Alerts
You’ll always know the most critical information about the client, when you need it.
Voice over IP
See who’s calling and everything about them while you Answer your phone at your computer. Voicemails go right into the record.
Voicemail Transcription
Voicemails are automatically transcribed and added to the record.
Client Portal
Let your client's self service for common requests like records and refills.
Text replacement & expansion
Hot keys insert commonly used text formatted with the current client and patient information.
Digital Forms and Signatures
Collect vital information from your clients along with their signature.
Referral Tracking
Direct advertising dollars to the sources that work best.
Self Scheduling
Clients can sign up for appointments in the client portal.
Geo Zones
Appointment scheduling restricted to specific areas when you are on the go.
Custom Exam Detail Reporting
Abnormal findings not discussed show up on the client report, making it more likely for clients to schedule a recheck exam.
Manage Your Records
Built in the cloud
Turn off the server in your clinic, and eliminate the stress and expense of running your own data center.
Full QuickBooks Integration
All financial data goes directly into the accounting system you already use.
Simplified Exam Flow
Exam data entry is quick, easy, and unobtrusive while capturing more pertinent information about the visit.
Custom Exam Detail Reporting
Abnormal findings not discussed show up on the client report, making it more likely for clients to schedule a recheck exam.
Referral Tracking
Direct advertising dollars to the sources that work best.
History Filters
Filter the medical record to see exactly what you are looking for.
Voice Transcription
Talk during exams instead of typing.
Exam Templates
Build templates for frequent situations/appointments, like spay and neuters, allowing you to speed up your exam entry.
Exam auto save & multi user editing
Simultaneous exam entry automatically saved as you go.