| Networking/Infrastructure | Single- Site |
Multi- Site |
Enter- prise |
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| Hosted Web service – no server or database required |
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| Connects multiple sites or departments over the Internet |
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| Runs on a single PC |
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| Scheduling Features | Single- Site |
Multi- Site |
Enter- prise |
| Multi-book up to 3 appointments in same time slot |
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| Multi-book unlimited appointments in same time slot |
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| Expand view of multi-booked appts on grid |
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| “Find Appointment” logic for complex scheduling |
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| Cut, copy and paste appointments |
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| One-click group scheduling |
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| Assign unique time lengths for each procedure |
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| Manage unlimited resource schedules |
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| Book recurring appointments |
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| Drag and drop appointments |
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| Flex scheduling (create custom grid view on the fly) |
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| Pinning add any patient or resource to the grid) |
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| Schedule patients at multiple sites |
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| Schedule appointments with a rules database |
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| Schedule multi-step procedures with one command |
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| Schedule multi-visit protocols with one command |
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| Scheduling Parameters | Single- Site |
Multi- Site |
Enter- prise |
| Block Times for non-patient activities |
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| Hold time slots for specific appointment types |
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| Hold time slots for specific appointment types |
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| Schedule on a 24-hour wrap-around calendar |
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| Patient Data | Single- Site |
Multi- Site |
Enter- prise |
| Quick Registration (no case data required) |
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| Track insurance-authorized visits remaining |
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| Track authorized days/treatments/money remaining |
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| Store multiple patient cases |
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| Automated wait list |
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| Track required hours of treatment per day |
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| Patient scheduling column |
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| Viewing | Single- Site |
Multi- Site |
Enter- prise |
| Shortcut list of recently scheduled patients/groups |
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| Pin a resource to see its schedule on multiple tabs |
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| Pin a patient to see his/her schedule on multiple tabs |
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| Flex tab (On-the-fly ‘scratch pad’ scheduling) |
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| Schedule in multiple tabs simultaneously |
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| See all of a patient’s past/future appointments |
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| Complete audit trail for each appointment |
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| View/arrange multiple resources on the screen |
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| Mouse-over appointments to see details |
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| Unlimited colors for coding appointments |
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| Daily, weekly and monthly views |
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| View appointments at other locations |
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| Inpatient Demographics (Room, Wing, Unit, etc.) |
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| TV Mode (for screens in common areas) |
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| Workflow | Single- Site |
Multi- Site |
Enter- prise |
| Scan/save paper documents in the program |
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| Save PC files (JPG, PDF, etc.) to a patient or case |
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| Notify practitioners automatically when a patient arrives |
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| Text practitioners automatically when a patient arrives |
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| Assign tasks to staff and monitor status/completion |
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| Automatically assign task to renew a referral/authorization |
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| Reports | Single- Site |
Multi- Site |
Enter- prise |
| Run multiple reports at once |
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| Print reminder letters, group reminders, mailing labels |
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| Patient reports (new patients, activity, cases, etc.) |
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| Resource reports (i.e. productivity, outcomes) |
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| Group reports (list, member status) |
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| Daily reports (check-ins, no-shows, cancels, etc.) |
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| Authorization reports (appts w/out auth, remaining visits) |
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| Statistical reports (visits, cancels, resource usage, etc.) |
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| Referral reports (by , source, zip code) |
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| Lists (diagnoses, insurance plans, procedures, etc.) |
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| Recall/wait list reports (completed, status, etc.) |
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| Patient financial reports (payments by date, etc.) |
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| System administrator reports (security, users, etc.) |
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| Charting reports (discharges, missing charts, etc.) |
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| Billing reports (unbilled, pre-bills, etc.) |
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| Trend reports (new patients, discharges, etc.) |
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| Collections reports (co-pay, insurance, etc.) |
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| Track reasons for all cancels and no-shows |
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| Break down reports by department/location |
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| Break down reports by organizational hierarchy |
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| Security/User Configurations | Single- Site |
Multi- Site |
Enter- prise |
| Medi-Cal Compliance |
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| HIPAA Compliance |
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| Set unique time slot lengths for each resource |
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| Individual user logins with variable access rights |
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| Create an unlimited number user security profiles |
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| Customized data access (edit/read-only/no access) |
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| Designate unlimited resource types |
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| Each user can create a custom schedule view |
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| Create daily/weekly/monthly templates for a resource |
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| Define custom labels for many fields |
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| Select custom client information in appointment cells |
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| Map the program to match your organizational hierarchy |
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| Optional Features | Single- Site |
Multi- Site |
Enter- prise |
| Web-based patient portal |
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| Automated text reminders to patients, practitioners |
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| Automated telephone appointment reminders |
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| Automated email appointment reminders |
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| HL7 Interface for HIM/HIS systems |
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| Integrates with popular EMR/documentation systems |
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| Integrates with many popular billing solutions |
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| Supports Web-based/printed home exercise systems |
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