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features
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support

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Description

Carepatron is a community-driven scheduling platform for healthcare providers and their clients. They believe that healthcare teams play an important role in our communities, but they often don't have the scheduling tools they need for better mental health outcomes. They rely on legacy software, low-quality scheduling tools, and manual processes to make ends meet. Carepatron believes that bringing together clients and practitioners in one platform for collaborative therapy is the best way to improve your health. Carepatron offers a basic plan for free, while the professional plan is $12/month. A business account is also available. Key features Online scheduling Calendar sync Recurring appointments Reminders via SMS and email Integration of Facebook and website calendars Telehealth tool that integrates fully Documentation, medical notes, and health records Payment processing HIPAA certified

Description

Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Doxy.me Yes 
Gmail Yes 
Google Yes 
Google Calendar Yes 
Google Cloud Platform No 
Google Meet Yes 
Microsoft Outlook No 
Zoom Yes 
iCloud No 

Integrations

Doxy.me No 
Gmail No 
Google No 
Google Calendar No 
Google Cloud Platform Yes 
Google Meet No 
Microsoft Outlook Yes 
Zoom No 
iCloud Yes 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Pricing Details

$26 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Carepatron

Founded

2019

Country

New York

Website

www.carepatron.com

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.toolkitcrm.com

Product Features

Chiropractic

Appointment Management Yes 
Billing & Invoicing Yes 
Claims Management Yes 
EHR Certified Yes 
Outcome Assessments Yes 
Patient Account Management Yes 
Patient Records Yes 
SOAP Notes Yes 

Electronic Medical Records (EMR)

Appointment Management Yes 
Charting Yes 
Compliance Tracking Yes 
E-Prescribing Yes 
E/M Coding Yes 
HIPAA Compliant Yes 
Handwriting Recognition Yes 
Integrated Telehealth Yes 
MIPS Certified Yes 
Meaningful Use Certified Yes 
ONC-ATCB Certified Yes 
Patient Portal Yes 
Self Service Portal Yes 
Voice Recognition Yes 

HIPAA Compliance

Access Control / Permissions No 
Audit Management No 
Compliance Reporting No 
Data Security No 
Documentation Management No 
For Healthcare No 
Incident Management No 
Policy Training No 
Remediation Management No 
Risk Management No 
Vendor Management No 

Massage Therapy

Appointment Management No 
Billing & Invoicing No 
Client Management No 
Email Marketing No 
Employee Management No 
Gift Card Management No 
Multi-Location No 
Point of Sale (POS) No 
Practice Management No 
SOAP Notes No 

Medical Billing

Claims Processing No 
Claims Scrubbing No 
Code & Charge Entry No 
Compliance Tracking No 
Customizable Dashboard No 
Dunning Management No 
Invoice History No 
Patient Eligibility Checks No 
Practice Management No 
Quotes/Estimates No 
Remittance Advice No 

Medical Practice Management

Claims Management No 
E-Prescribing No 
EMR / EHR No 
HIPAA Compliant No 
Insurance Eligibility Verification No 
Inventory Management No 
Multi-Office No 
Multi-Physician No 
Patient Billing No 
Patient Portal No 
Patient Records No 
Patient Registration No 
Patient Scheduling No 
Physician Scheduling No 

Medical Scheduling

Appointment Management No 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling No 
Multi-Location No 
No-Show Tracking No 
On Call Scheduling No 
Patient Records No 
Patient Scheduling No 
Physician Management No 
Recurring Appointments No 
Self Service Portal No 
Staff Scheduling No 

Medical Transcription

Abbreviation Expansion No 
Archiving & Retention No 
Audio File Management No 
Audio Transmission No 
Customizable Macros No 
Transcription Reporting No 
Voice Capture No 
Voice Recognition No 

Mental Health

Appointment Reminders No 
Appointment Scheduling No 
Assessment & Treatment Plans No 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR No 
HIPAA Compliant No 
Inpatient / Residential No 
Multi-Provider Practice No 
Patient Portal No 
Personnel Management No 
Progress Notes No 
Single Provider Practice No 

Occupational Therapy

Assessment Management No 
Billing & Invoicing No 
Care Plan Management No 
Insurance Management No 
Patient Records No 
Patient Registration No 
Patient Scheduling No 
Practice Management No 
Progress Tracking No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans No 
Care Summaries No 
EHR-Agnostic No 
Health Record Access No 
Intake Forms No 
Lab Results No 
Prescription Renewals No 
Secure Messaging No 
Video Consultations No 

Patient Scheduling

Analytics/Reporting No 
Approval Process Control No 
HIPAA Compliant No 
Mobile Access No 
Notifications/Alerts No 
Online Scheduling No 
Patient Communications No 
Patient Intake No 
Patient Portal No 
Patient Records Management No 
Payment Processing No 
Reminders No 
SMS Messaging No 

Physical Therapy

Activity Monitoring No 
Appointment Management No 
Assessments No 
Billing & Invoicing No 
Exercise Management No 
Insurance Management No 
Multi-Location No 
Patient Records No 
Practice Management No 
Progress Notes No 
Treatment Plans No 

Speech Therapy

Assessment Management No 
Billing & Invoicing No 
Care Plan Management No 
Insurance Management No 
Patient Scheduling No 
Progress Tracking No 
SOAP Notes No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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