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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Healthfinch® by Health Catalyst offers the Charlie™ application for Refill Management, which integrates medication renewal decision support seamlessly within the EHR workflow, enabling healthcare providers and their teams to enhance the efficiency of prescription renewal processes. By leveraging a sophisticated blend of technology, established protocols, and workflow enhancements, Charlie empowers health systems to improve patient safety and overall experience. Upon receiving a renewal request, Charlie evaluates the patient's chart for pertinent information and cross-references it with over 1,000 established protocols to assess the safety of the renewal. After this assessment, Charlie compiles relevant data from the patient's records and suggests subsequent actions, such as approving the renewal or reaching out to the patient to address any care gaps. The Healthfinch team continuously curates a comprehensive library of medication protocols, ensuring they are aligned with the most recent industry standards and guidelines. Fully integrated into the EHR workflow, Charlie facilitates the safe delegation of renewal requests from healthcare providers to their support staff, streamlining the entire process and enhancing the quality of care delivered. This innovative approach not only protects patient safety but also optimizes the workflow efficiency in healthcare settings.

Description

iPipeline is a software platform designed to simplify and accelerate operations across life insurance, annuities, and wealth management. The company provides end-to-end digital solutions that help carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners manage complex workflows more efficiently. Its platform supports the full journey from quote to commission by automating tasks, improving accuracy, and reducing operational friction. iPipeline uses artificial intelligence to create smarter, more connected experiences across its product ecosystem. CHARLi, the company’s AI-powered engine, brings intelligence into workflows, features, and products to support faster decision-making and scalable operations. The platform connects businesses to a broad industry network that includes insurance carriers, provider customers, distribution partners, and hundreds of thousands of global agents and advisors. iPipeline is built to help organizations modernize life insurance and annuity operations while improving speed, confidence, and client service. The company also supports industry collaboration through AiPEX, its annual conference for professionals in life insurance, annuities, wealth management, and pensions. iPipeline helps financial services teams digitally transform their businesses and focus more effectively on protecting clients’ financial futures.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

LifePipe No 
SSG Digital No 
Salesforce No 
iPipeline CRM for Distributors No 

Integrations

LifePipe Yes 
SSG Digital Yes 
Salesforce Yes 
iPipeline CRM for Distributors Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

healthfinch

Founded

2011

Country

United States

Website

www.healthfinch.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com

Product Features

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 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management Yes 

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