Practiceflow Features
Are you searching for advanced electronic medical records (EMR) and electronic health records (EHR) software solution that can fulfill all of your practice’s requirements? Your search ends here with our groundbreaking EMR/EHR software that offers an impressive range of powerful functionalities! Practiceflow is full of features that automate your workflow, allowing your practice to be more efficient every step of the way.
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Client Communication in one Place
Keep your clients informed with reminders and notifications via email and SMS, and offer a patient portal with appointment and prescription overviews, treatment plans, lab results, documents, forms, resources, invoices, and chat. Plus, allow clients to book services via the patient portal, send email and SMS messages directly to clients, and use automated emails for treatment follow-up, lab work, and appointments. Send bulk email/SMS messages to multiple clients and easily share resources such as diet plans.
Scheduling & Bookings
Streamline your practice with automated booking, rescheduling, confirmation, and reminder notifications, and offer your clients the option to book appointments through the patient portal. Send appointment reminders via SMS and/or email, and create custom email and SMS templates. Plus, manage treatment follow-up and automate resource availability management.
Create a treatment plan in 15 minutes
Create customized treatment plans in under 15 minutes with our automated personalized treatment plan system, which provide detailed descriptions, intake advice, and contraindications for prescribed elements. Our software even checks for interactions between prescribed substances in the treatment plan! Send treatment plans to clients, save treatment plans in the patient portal, and send automated reminders for follow-up lab work and consultations. Plus, manage treatment plans and automate follow-up and quoting for treatment plans. Link prescribed supplements to any webshop.And soon, you'll be able to connect with Fullscript.
Client Management
Our software makes it easy to manage your clients' information, organize their medical records, and keep track of all interactions and interviews. Create, send, and manage forms using our templates for SOAP notes, messages, and journals. Plus, create customized treatment plans that include lifestyle changes, diet, supplements, injections, infusions, resources, follow-up lab tests, and consultations, and share documents and resources with clients. Export client data to Excel, create and manage full script prescriptions (coming soon), create lab draw forms, and order labs through Rupa Health (coming soon). Plus, manage inactive patients, lab results and requests, and connect with other apps using Zapier.
Help patients through your online portal
Give your clients access to their documents, appointment information, and treatment plans saving you communication time via email and phone and increasing the customer experience.
Billing & Payments
Make billing and payments a breeze with our invoicing system (coming soon) and the ability to accept payments with Stripe (coming soon). Our software also offers automated reminders and the option to create invoices automatically based on calendar appointments, generating all invoices for a certain day with one click (coming soon).
Forms
Create any form you need with our easy drag-and-drop form editor, with an auto-save feature while filling out forms. Create informed consents, MSQs (medical symptom questionnaires), or intake forms using our predefined question templates, such as scale ratings and timeline elements. Clone or copy forms with ease.
Document Management
Organize your internal documents with our document system, quality management system for organizing documents related to ISO or other quality certifications, and meeting documentation system for organizing meeting-related documents.
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And that's not all...
With Practiceflow, you’re ready for a profitable future. Discover the features that will take your practice to the next level.
General Information
- KPI dashboard for tracking performance
- Personal branding options for PDFs, portals, and login pages
- Compliant with HIPAA and GDPR regulations
- Works on iPad, phone, and other devices
- Add multiple practitioners and admin users
- Secure Storage for data and files
- Fax & SMS
Scheduling & Booking
- Automated booking, rescheduling, confirmation, and reminder notifications
- Option for clients to book appointments through the patient portal
- Ability to send appointment reminders via SMS and/or email
- Ability to create custom email and SMS templates
- Treatment follow-up management system
- Automated resource availability management.
Client management
- Manage client information (name, DOB, address and such)
- Organize medical records
- Keep track of client interactions/interviews
- Create, send, and manage forms and informed consents
- Create templates for SOAP notes, messages, and journals
- Create treatment plans (including lifestyle changes, diet, supplements, injections, resources, follow-up lab tests, and consultations)
- Share documents and resources with clients
- Import or Export client data from and to excel
- Create and manage full script prescriptions (coming soon)
- Create lab draw forms
- Send (bulk) emails and text messages to clients
- Order labs through Rupa Health (coming soon)
- Keep an archive of inactive patients
- Manage lab results and requests
- Provide a daily overview of appointments in a PDF format
- Manage prescriptions
- Follow up on treatments automatically
- Keep track of current medications
- Group clients by tags
- Provide an overview of no-shows
- Keep track of referral sources
- Invoice clients (coming soon)
- Patient portal
Treatment plans
- Create customized treatment plans in under 15 minutes
- Automated personalized treatment plans with detailed descriptions, intake advice, and contraindications for prescribed elements
- Automated check for interactions between prescribed substances in the treatment plan
- Send treatment plans to clients
- Save treatment plans in the patient portal
- Send automated reminders for follow-up lab work
- Send automated reminders for follow-up consultations
- Treatment plan management system
- Automated treatment plan follow-up system
- Automated quote for treatment plan
- Ability to link prescribed supplements to any webshop.
- Ability to connect with Fullscript (coming soon)
Lab Requests & Results
- Take control of your lab results with our customizable overview feature!
- Set your own reference ranges and optimize your lab results analysis.
- Design your own labdraw forms for hassle-free lab testing.
- Save time with automatic signing of labrequest and labdraw forms.
- Streamline your lab procedures with our customizable labrequest protocols.
- Stay on top of your lab clients' progress with our automated follow-up system.
- Easily upload and view labresult PDFs.
- Never worry about manual calculations again - our software automatically calculates the total price of your labrequests.
Client Communications
- Reminders and notifications (via email and SMS)
- Patient portal with appointment overview, prescription overview, treatment plan, lab results, documents, forms, resources, invoices, and chat
- Option for clients to book services via the patient portal
- Ability to send email and SMS messages directly to clients
- Automatic emails for treatment follow-up, lab work, and appointments
- Bulk email/SMS functionality for sending messages to multiple clients
- Ability to easily share resources, such as diet plans.
Billing, Payments & Financials
- Invoicing system (coming soon)
- Ability to accept payments with Stripe (coming soon)
- Automated reminders (coming soon)
- Option to create invoices automatically based on calendar appointments, and generate all invoices for a certain day with one click (coming soon).
- With just one click, you can effortlessly handle the pricing of all your services.
- Superbills (soon)
Forms
- Easy drag-and-drop form editor
- Auto-save feature while filling out forms
- Ability to create informed consents
- Option to create MSQs (medical symptom questionnaires)
- Option to create intake forms or any other form
- Ability to clone or copy forms
- Predefined question templates, such as scale ratings and timeline elements.
Patient Portal
- Ability to access documents in the patient portal
- Option for clients to book services via the patient portal
- Access to appointment information in the patient portal
- Ability to view treatment plans in the patient portal
- Access to prescriptions in the patient portal
- Ability to view lab results in the patient portal
- Resources for patient education are available in the patient portal
- Access to forms in the patient portal
KPI's
- Number of new clients per month
- Number of appointments made
- Number of services used
- Number of no-shows
- Overview of internal document revisions
- Number of active and inactive clients
- Overview of referral sources.
Prescriptions & Protocols
- Ability to create a PDF of prescriptions
- Option to send prescriptions with fax.
- Ability to create treatment protocols
- Ability to create customized infusion and injection protocols
- Ability to create lab request protocols.
Infusions & Injections
- Ability to create infusion and injection protocols
- Ability to print infusion bag labels
- Inventory management for IV/IM supplies
- Usage tracking of IV and IM vials/ampoules
- IV and IM treatment planning system
- IV and IM treatment tracking
- Automated checking of interactions between IV substances
- Recall management system
Document Management
- Document system for organizing internal documents
- Quality management system for organizing documents related to ISO or other quality certifications
- Meeting documentation system for organizing meeting-related documents.
Integrations
- Stripe: Payment gateway integration
- Zapier (connect with 5000+ applications)
- Fullscript (soon, final testing stage)
- Rupa health (soon)
- Moneybird (soon)
- Woocommerce (soon)
- More to come soon!
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100% secure and in accordance with legal privacy requirements
When working with medical and privacy-sensitive information, Practiceflow guarantees 100% secure data processing.
SSL encryption for data exchange
All data is encrypted via a secure connection. Qualys SSL Labs, an independent assessor, has rated Practiceflow at the maximum achievable score (A+ rating).
Web and Email are watertight
Internet.nl gives Practiceflow a high rating for web and mail security.
Multiple backups per day
Secure backups are made several times a day, providing certainty that data is stored securely and never lost.