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features
design
support

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Description

The Cohere Unify platform enhances all of our intelligent prior authorization solutions through the integration of touchless and predictive technologies, clinical content grounded in evidence, and various advanced features. By leveraging these technologies, we significantly minimize or completely remove the manual processes involved in achieving a comprehensive, fully automated prior authorization workflow. This predictive functionality allows health plans to nearly eradicate the traditional steps associated with prior authorization processes. Consequently, the system can autonomously generate tailored care plans utilizing patient and population authorization and claims data, which includes the ability to pre-approve multiple services before any requests are made. We employ evidence-based clinical criteria for specific specialties that complement our touchless and predictive technologies. Additionally, our platform features reliable single sign-on capabilities with widely used portals such as Availity and NaviNet. Furthermore, the configuration and implementation of rules have been validated to effectively manage transactions involving millions of cases, showcasing the scalability of our system. Ultimately, this innovative approach streamlines healthcare operations while enhancing efficiency and accuracy.

Description

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Availity Yes 
NaviNet Open Yes 
SmartOffice No 

Integrations

Availity No 
NaviNet Open No 
SmartOffice Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2195.00/year
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Cohere Health

Country

United States

Website

coherehealth.com/unify-platform

Vendor Details

Company Name

Advicent

Founded

2011

Country

United States

Website

www.advicentsolutions.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management Yes 

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