Sub-Modules:
- Related Contacts
- Insurance Policies
Sub-Modules:
- Related Contacts
- Insurance Policies
- Transactions
- - Charges
- - Payments Integrations:
- - - Authorize.net
- - - Quickbooks Merchant Services
- - Statements/Invoices
Related Modules:
- VOB
- Pre-Admission Assessment
- Travel Itinerary
- UR
- Bedboards
- Treatment Plans
- LOC Hx
- Outbound Referral
- Sub
(relations: Leads, Accounts, Referral Sources)
- Submit New Lead
- Instant VOBs (relations: Intake Opportunities)
(relations: Leads, Accounts, Intake Opportunities)
(relations: All Modules, All Fields)
(relations: Leads, Accounts, Intake Opportunities, Referral Sources, Projects)
- Project Tasks
- Project Milestones
(relations: Accounts)
(relations: Accounts)
Settings & Configurations:
- General Account & Billing Settings / Preferences / Calendar Settings
- User / Role / Group Management
- Module & Sub-Module Management
- Module Fields & Layout
- Field Dependencies
- Global Search Settings
- Report Scheduler
- Workflow Scheduler
- Workflows
- Notification Settings
- Webhooks/Webforms
- Mail Converter
- Customer Portal
- Referral Source Portal
- Wallboards
- EMR Integrations:
- - Kipu
- - Alleva
- - Opus
- Phone Integrations:
- - CallTrackingMetrics
- - CallRail
Mail Campaign Integrations
- MailChimp
- ConstantContact
Payment Gateway Integrations
- Authorize.net
- QBMS