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Description

Lobbie serves as a comprehensive healthcare SaaS solution designed to enhance the efficiency of patient intake, appointment scheduling, electronic health records, and the management of labs, prescriptions, billing, and payments, with the goal of modernizing the administrative operations of medical practices. By replacing traditional paper forms with mobile-friendly, HIPAA-compliant digital intake forms—boasting over 2,000 pre-made templates and options for custom creation—patients can complete necessary information remotely prior to their appointments using smartphones, desktops, or tablets, all without the requirement of creating an account. The platform facilitates dynamic consent and e-signatures, automates data pre-filling, and boasts impressive pre-visit form completion rates, with some clients reporting around 91% of forms finalized before patients arrive. After transitioning to a digital intake system, Lobbie enhances operational efficiency further by automating appointment scheduling, allowing patients to self-schedule while also providing staff scheduling options for healthcare providers, along with sending reminders through email or SMS. Additionally, Lobbie supports telehealth services and integrates seamlessly with calendars and various external systems, ensuring a cohesive and user-friendly experience for both patients and healthcare providers. This all-in-one platform truly transforms the way clinics manage their operations, enabling them to focus more on patient care rather than administrative tasks.

Description

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access Legal Mediation Yes 
BRIO Yes 
Dropbox Yes 
GoHighLevel Yes 
Google Cloud Platform Yes 
MX Merchant Yes 
Microsoft 365 Yes 
Priority Software Yes 
ScriptSure Yes 
Stripe Yes 

Integrations

Access Legal Mediation No 
BRIO No 
Dropbox No 
GoHighLevel No 
Google Cloud Platform No 
MX Merchant No 
Microsoft 365 No 
Priority Software No 
ScriptSure No 
Stripe No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$69 per month
Free Trial Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Lobbie

Founded

2020

Country

United States

Website

www.lobbie.com

Vendor Details

Company Name

Portal

Country

United States

Website

www.joinportal.com

Product Features

Electronic Medical Records (EMR)

Appointment Management No 
Charting No 
Compliance Tracking No 
E-Prescribing No 
E/M Coding No 
HIPAA Compliant No 
Handwriting Recognition No 
Integrated Telehealth No 
MIPS Certified No 
Meaningful Use Certified No 
ONC-ATCB Certified No 
Patient Portal No 
Self Service Portal No 
Voice Recognition No 

Patient Engagement

Appointment Scheduling No 
Care Planning No 
Collaboration No 
Messaging No 
Mobile Access No 
Patient Education No 
Patient Portal No 
Personal Health Record No 
Progress Tracking No 
Self Management 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 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Alternatives

Alternatives