Patient Management

Care. Collaborate. Service

A comprehensive system to provide care, collaborate with patients using the right channel and deliver superior service to all of the patients needs in an easy to use and cost effective manner


coAction provides an easy to use, dynamic and complete patient management system a practice needs to comprehensively serve its patients.

Profile management

Manage complete patient data, contacts, multiple insurance information and patient relationships. Patient communication preferences via email, mail, text messages can be maintained. Patients can maintain their financial information on file for co-pays and patient responsibility. Maintain all patient to physician links, referrals.

Benefits and eligibility

Check for patient benefits and eligibility in real time and receive co-pay, deductible, coinsurance, max limits and met limits in real time or in batch. Results can be shared with patients on a portal or accessed from the mobile portal.

Patient estimator

Easy to use drag and drop calendar functions that allow you or your patients to schedule an appointment for physicians and other resources, such as rooms, equipment, etc. setup workflows to automatically book rooms and other resources needed to fulfill the requested patient appointment and services. Setup rules to automatically communicate and send reminders to patients and other resources based on their communication preferences of text, email, automated call or a manual call. These preferences include modes of communication, time frames, days, holidays, backup, etc. allow patients to use multiple channels such as mobile, patient portal, email or an ivr system to respond to their reminders. multiple recurring appointments can be setup. Additional people can be notified on these appointments.

Scheduling

Easy to use drag and drop calendar functions that allow you or your patients to schedule an appointment for physicians and other resources, such as rooms, equipment, etc. Setup workflows to automatically book rooms and other resources needed to fulfill the requested patient appointment and services. Setup rules to automatically communicate and send reminders to patients and other resources based on their communication preferences of text, email, automated call or a manual call. These preferences include modes of communication, time frames, days, holidays, backup, etc. allow patients to use multiple channels such as mobile, patient portal, email or an IVR system to respond to their reminders. multiple recurring appointments can be setup. Additional people can be notified on these appointments.

Patient Portal

A comprehensive patient portal, that allows you to setup access to your patients easily and quickly. Patients do not even need their own passwords and can use their google or facebook accounts to login. All interactions within the portal are completely secured and follow all patient privacy regulations. No information is shared with external portals. Patients can use the portal to do the following:

Access patient statements, pay off balances or setup payment plans for automatic deductions, change their profile information, in terms of their addresses, contacts, financial information on file, notification and communication preferences, update insurance information, check their benefit status, request new appointments, cancel and reschedule appointments and many other features to provide a full service electronic collaboration medium to patients.

Mobile Patient Portal

All of the patient portal features are available to the patient to interact in touch based user interface for use across multiple devices such as the iphone, android, windows phone devices, including tablet versions of these platforms. The interaction is fast and responsive and as rich as a native application, without the need to download or update any special apps.

Patient Statements

Patient bills and statements can be accessed in real time at any time. Patient statements are available in multiple formats such as pdf, html and as email templates or on the portal. Patient statements can be mailed, emailed or faxed automatically using rules.