One system for scheduling, tracking, reporting, and compliance — designed by medics, not committees.
Full patient profiles with clinical fields, status tracking, zone assignment, import from referral sources, and duplicate detection. Every touchpoint logged.
FullCalendar-powered weekly view with drag-and-drop reschedule, appointment types, arrival windows, and close-out workflows with status tracking.
Before booking a new patient, Smart Schedule evaluates every open gap and ranks them by added drive time. The best slot floats to the top and pre-fills the booking form.
Four routing strategies including OSRM-powered optimization. Start from home or GPS so field staff spend less time driving and more time with patients.
Unit Hours Utilization calculated per staff member and team. Color-coded zones with per-employee targets and org-scoped subtree views.
Daily shift reports with mileage, visit breakdown, per-company contacts, and four narrative fields. PDF generation, email delivery, and a lock/unlock audit trail.
Every action logged: who, what, when, and from where. Patient history timeline, defensible compliance audits, and MFA support with TOTP authenticators.
Multi-level hierarchy from Field Staff to VP. Reports and UHU views auto-scope to each manager's subtree, with nine distinct role levels.
Import patient referral lists via Excel or CSV. Column mapping, duplicate detection with skip/update/flag options, company access gates, and import log audit entries.
Scrolling announcement bar on the calendar view. Styled alerts for info, warning, and urgent with custom colors, fonts, expiration dates, and clickable links.
Built-in telehealth, not a third-party add-on. Patients join with a one-time magic link — no app, account, or password — while the call stays inside our own platform and security controls.
Per-unit supply tracking with configurable catalog, count-sheet workflows, and automatic deduction when a visit record is closed. Narcotics tracked separately with controlled-substance logs.