• Integrated EHR, PM, Clearinghouse, and MIPS Registry


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Complete system for all your practice needs

Registration kiosk

Patient Self registration kiosk in waiting room area. Patient can enter demographics, insurance information, review HIPAA privacy form, financial responsibility form or any other forms specific to your practice and sign them electronically.

Appointment Reminder

Auto appointment reminders via phone call, voice mail, text and email to the patient prior to the actual appointment. Updates the calendar in real time based on the patient’s visit confirmation.

Insurance Verification for many payers in real time

Verifies the patient insurance from over a thousand payers including Medicare and Medicaid in seconds.


No Gateway transaction fee of $0.35 like that of Paypal, Authorize.net or any banks. Integrated merchant account allowing patient’s credit card payments. No leasing of equipment needed. Collect co-pay and deductibles in office and outstanding balances can be paid via the online patient portal.

Patient Engagement

Automated communication with the patient via email, text, and voice mail on missed follow-up appointments, birthday wishes, normal lab results, payment reminders, health maintenance reminders & follow-up campaigns on quality measures.


E-prescribe directly from patient charts. Pharmacy alerts to Physician’s dashboard. Patient refill requests from Patient Portal to the Patient dashboard.

Electronic Health information exchange - Interoperability(referrals.md)

Exchange referrals, documents and patient clinical information from any hospital, physician and any health care facility within your referral network through the secured network.

Secure professional email & Messaging

Stop using and sharing your personal email, exchange files using your own secure email. Receive secure professional emails with your name and NPI number (e.g.1234456789@referrals.md and drsmith@referrals.md). Download attachments and incorporate into the patient records. Eliminate duplicate data entry.

Bidirectional Laboratory Connection

Connected to major laboratories like LabCorp and Quest; able to view results and order lab tests directly from the patient chart. Lab result alerts forwarded to provider inbox.

Doctors Dashboard

Doctors Dashboard displays Unsigned Encounters, To be Reviewed documents, lab results, Bills and any assigned tasks, Prescription refills or change requests from pharmacies, and request for prescription refills from the Patient Portal.

Financial Dashboard

Complete practice overview. It displays the current day, yesterday’s, this week’s and the current month’s Encounter by Doctor, Bills by doctor, Claims by insurance, EOBs by insurance, Co-pays collected by cash, credit cards and checks.

View scheduler, monitor patient flow, co-pays to be collected and due amount from previous visits.

View patient schedule for all providers and for all facilities. Color coding reflects insurance eligibility status, co-pays collected from patients, and outstanding patient balances from previous visits.


Encounters can be created and all previous patient encounters can be viewed. Preview and print an encounter in perfectly formatted PDF files.

Billing and Patient Statements

The Billing home page is the main component of the Practice’s Billing. View Patient statements for all visits, Insurance and Patient Payments, Claims and EOB responses.

Electronic and Manual Claims

Create Unlimited claims. After a bill is claimed with a single click, it is routed directly to the insurance Payer (No uploads or downloads needed), and the insurance status is posted within an hour. Manual claim forms can be printed directly on a CMS-1500 form with no more manual typing. Claims can be looked up and sorted by insurance, date range, and claim status. Log of each claim may be viewed.


Explanation of benefits (EOBs) and Electronic Remittance Advices (ERAs) are posted to the bills automatically and settles it as well. The System determines if there is any patient responsibility and a patient bill is sent when applicable.


Create complete reports by insurance, ICD, CPT, Dates, Location, Provider and Facility. Admin reports give a complete Funds flow report including Number of claims sent, accepted, rejected or paid by each insurance payer.

Custom Templates for Any Practice

Complete your chart with a few clicks and utilize reusable custom templates. Spend more quality time with patients. Access to:

  • Pre-loaded questions to assist staff in capturing data (e.g. patient complaints, review of systems data, etc).
  • Centers for Disease Control and Prevention (CDC) compliant growth charts and immunization records.
  • Previous chart vital signs and compare results of each encounter.
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