A True Web-Based System
There's no software to install and no hardware requirements. The system is designed to be used anywhere, anytime and on any computer or device; PC, Mac, tablets and smartphones. All you need is an internet connection.
The system was built to ensure everything can be easily configured for your workflow.
Rapid Case Reporting
Turn your current templates into a slick electronic format that is defined by you and built by us. Your new templates will drastically decrease keystrokes and clicks to create a beautiful detailed final report.
Simplified Referral Process
Give your clients password protected access to submit a referral in minutes. The simplified process is designed to easily add findings, high quality digital images, lab reports, documents and even videos.
Customer Relationship Management
Automated tools designed to help you manage customer data and customer interaction, access business information, automate sales, marketing and customer support and manage relationships.
Scheduling and Team Management
No matter how many team members or locations you have you, delegating cases and managing your business is much easier using our built-in scheduling system, administrative controls and permissions.
Complete Financial Management
Save countless hours invoicing and billing using our built-in ecommerce solution. The system invoices, processes payments, delivers detailed monthly statements and deposits directly into your bank account.
Notifications and Messaging
Automated email and text message notifications alert participants when cases or invoices are ready to be viewed, or use built-in messaging to communicate efficiently and avoid phone tag and emailing.
Analytics and Reporting
Access to real time reports, charts and graphs to track everything you need to run an efficient, organized and profitable referral service. You simply tell us what you want to track and we'll build your report.