Prescripta Clinic Manager Demo: All-in-One Clinic Management Software

[0:00] Intro Hello everybody. This is Todd with Prescripta, and I'm glad you guys have Clinic Manager. Clinic Manager was developed by providers who are running into the same issues you are, such as no membership management, poor management of payments and tracking of orders, multiple logins to do multiple things. So we're trying to bridge that gap with Clinic Manager and just, this is just sort of an overview of what it does and maybe how this can help your practice be a little bit more ordered, not miss orders, have a one central location where labs can be integrated and all kinds of stuff. So let's get right into it. [0:35] Quill AI morning brief and dashboard So when you log in at the beginning, you're gonna see a, a morning brief. Quill is our AI assistant, just gives you a brief overview. Quill is also used for the fax to analyze what's being sent via fax, just to give you a brief overview. But it gives you just a brief morning after the, after the run is done, gives you a brief overview of what's happening. You can minimize that, collapse the brief, and it just gives you a brief summary. Now, I know this is gonna look busy, but just remember, all of these things are customizable. So you get the big boxes of number of patients, the number of active memberships, what you're gonna have for auto-pay in the next seven days, and back to your pharmacy, uh, that's gonna have, uh, been, uh, made or shipped. [1:15] Pharmacy API integrations Now, uh, I wanna preface a lot of this by saying the limitation is the connectivity to different EMRs and different prescribing bases. We have integrations with Pharmetika, we have integrations with LifeScript, excuse me, LifeFile. Um, and we're expanding the integrations as, But LifeFile seems to be the most robust and usually just asking your rep for API access so we can get connections to get that set up. Also, all the information on here, just to also preface, this is a demo clinic. These are not real patients. This is all generated just so you can see it. [1:50] Frozen memberships and patient follow-ups But you can see how robust and how customizable this can be. So you can have, let's say I wanna see whose payments are frozen. You click on that, you can see what type of membership they have, their next reorder. Just sort of an overview of the frozen people you have. Follow-ups that are due. These are gonna be patients that have follow-ups that are due. And again, it gives you an overview of the pharmacy was delivered, received, pharmacy accepted. Based on certain parameters, you're gonna have a next reorder date, next follow-up date. These are all customizable. And it's also gonna list an overview of what memberships they have. Now, these cards can be customized to where, let's say, you don't care about frozen memberships. You can get rid of this. You can have it where if it, this number's zero, it disappears, and then if it comes back as one, it appears. So there's a lot of customization to this, which is great. And from the screen, you can directly click right onto the patient's page, [2:34] Patient overview, pinned notes, recurring labs which is a good demonstration of how we get to the patient's page. So you're gonna have sort of a general overview of this patient. Name, date of birth, just certain selections. You can edit the membership from this page. Allergies. There's gonna be a notes section here that you can pin. So let's say you say this patient likes a certain type of thing. That's always gonna pop up here at the top every time you log in and look at this patient. Scheduled steps. Now, this is kind of cool. So let's say you have a lab draw and you want that to automatically be set every three months when the person does a lab draw. You collect, click on Mark done. It's gonna get rid of that and automatically bring up the next lab date, as well as 50. These are all customizable again. I'm not gonna get into the settings in depth. That's gonna be its own video. But you can just see there's tons of customization on here. [3:21] Auto-refill triggers and direct pharmacy ordering What's really cool about this, and we do have an integration with Stryker already, so all you have to do is get your, uh, rep to give you an API But what you can do from here is it's gonna see the last medication that was ordered and j- automatically generate, uh, automatic refill based on whatever you prescribe, 30 days, 60 days, 90 days. It's gonna read this and go, "Okay, this patient needs a refill," but it's gonna trigger that auto refill several days in advance. So let's say it's 30 days, you can set it to five days in advance. You're gonna get an auto refill notification at 25 days. So these are things that are very important that are reminders that you can have. You can also reprocess a check at Stryker. Let's say you go, "Oh, this was done in October. I wanna just make sure that there's been nothing." Maybe a staff member put something in. You wanna make sure that that's up to date. You can also generate orders directly to the pharmacy. Stryker Pharmacy, use a password. You know, you can use save prescriptions, or a lot of times it'll automatically populate with an old prescription. You just click on that. There's what was in. Let me go ahead and change one or two things. Go ahead down here, process the order. The order is submitted. When it comes to controlled orders, that's gonna be still, you're gonna have to go back into the pharmacy and download and wet print or however you're printing that document. There's only one pharmacy that does not require that at this point, and that's FCC Pharmacy. Their API allows their ordering to not do that. So if that's an interest to you, you can get with me and I'll get you in touch with their rep. We have an integration with them as well. You can see how robust this is. Just hugely customizable in all shapes or forms. [4:46] Appointment tracking and OptiMantra workarounds If you, if you have the clinic manager, it's also gonna manage appointments for you. Now, again, depending on your EMR, OptiMantra is not the best when we communicate, so there are some workarounds that we have that will actually create when orders are processed and stuff. So we, we do have ways to work around that, but you can see appointment's gonna be an office visit with this practitioner, this location. These, again, depending on your EMR, is gonna, may or may not have certain functions, but you get the general gist of how these are. Upcoming orders, past orders, canceled orders, and possible no-shows that someone may or may not have shown up. It depends, again, a little bit on your staff. If you're not clicking, the patient showed up or checked out, some of this information may be lacking a little bit. [5:27] Staff tasks and kanban board Now, this is what I think is really gonna be beneficial. I haven't found a good EMR that has a very robust task management system. So these tasks are gonna have categories. You can see multiple categories. You can create certain priorities, certain statuses to do. Everybody, you want it to see these tasks for everybody or a certain provider or a certain member of your staff. These are different tasks that you can just provide any due date, as well as if you w- like a flow-based, you can take where, hey, I've got this to do, and you wanna show your staff that this is in progress or done. You can kinda drag this over. This is kind of a cool way that it's almost like a lead or a customer, a CRM management where you have an intake, and then you go through that lead process. It's kind of a similar fashion, but you can do either one or both. Pretty cool how that's done. [6:13] Automated morning lab scraping What we've also done, right now we only have, uh, Quest interaction, but we are working on Fullscript and Evexia, where you can actually get labs every morning to scrape and labs are imported. So you click on, oh, uh, this p- this person, Jordan Hartwell, again, a, uh, fictitious person. It's gonna tell you what labs were done. Quill's gonna just kinda briefly read over. Go, here are some little things that are out of summary. It's not gonna provide any rationale behind it. This is some other integrations we're working with in our EHR that's in development, as well as some other features we're gonna bring. And then you'll be able to open, and obviously this is, I can't bring in a, a real Quest lab, but it's gonna have the Quest form, and it's gonna have all the data. So right now, Quest does not integrate with a lot of EMRs unless you pay for it specifically. This is included in our clinic manager and as... Then you can print, download, you can tag this to a certain patient, you can link it to a patient, and then that'll always stay with them. It's kind of a cool feature that we can have. And you can archive them and see archived ones. [7:07] Batch prescription approvals and UPS tracking This is where the pharmacy is. Now, these are obviously, it's gonna be hard to get all the settings with fake, uh, information. But you can see if there's a auto-generated prescription, it's gonna generate here Awaiting Approval. You'll be able to open it. It'll stage it and say, "Would you like to review it?" You can click to open and review it. If you have six or seven patients and you looked at them, all the data, and you say, "All of these look good," you can select all and submit all six or seven patients at the same time, assuming they're at the same pharmacy. If you have multiple pharmacies, you have to do them per pharmacy at a time. Huge time saver that if you have multiple patients that auto regenerate their order, you can easily do it. Or if you designate a staff member to generate orders, they can stage orders. So you might have a nurse do this for you and stage certain prescriptions, and then at the end of the day, you can look through Awaiting for Approval, and then you get to approve them and set them. Again, these are all customizable if you want them to do that under the settings. At the pharmacy are prescriptions. Now again, Stryker sends an email that sends tracking information. So not every pharmacy does this, but at least you'll be able to see the order's status. Is it completed? Is it finished? Now shipping, a lot of, We get a lot of questions at our clinic, "Hey, where's my order? Where is it shipped?" Well, Stryker will send you an email that you can, that we capture that'll show you the UPS data. You click on the UPS, it brings up. Obviously, this is fake information, but you'll be able to see where that information is on every patient that you have an order for. No longer logging into, uh, LifeFile to try to find out the status, at least with Stryker. Not every pharmacy does this, but this is a huge benefit with going with them. And then found at the pharmacy. These are ones that, let's say, you, the EMR or the patient's not in the EM, Um, sorry, not in the clinic manager and that they, the order has been put in at the pharmacy. You'll be able to see that information. You can add, link them to a patient, create a patient. It's kind of cool. [8:54] AI eFax inbox and controlled faxing We do have faxing. This is an option. It is included with Clinic Manager, but if you already have a robust eFax, we can add that to this and make it your own. Or if you wanna use our eFax provider that's already integrated, we can set that up for you. We can port your number in as well. So what'll happen is you'll get an inbox that'll say, "Hey." AI will read it and just kinda give you a brief overview. You need to review the hematocrit or do certain things. You can open what the fax comes in as, again, using the same documentation because it's fake information. But you'll see the fax. You'll be able to link it to a patient. You'll be able to open it. You'll be able to forward it. This is linked automatically to this person. If you, We know that we have to send faxes, uh, for controlled substances. You can certainly add a contact, add that here, choose the files, send the fax, and you'll get a notification back that it was sent. And as you can see, this was delivered. This is kinda cool. All integrated. We're, Wha- what we're trying to conceptualize here is a one-stop place so you don't have to log into multiple places to do multiple things. You can kinda do almost everything right from here. Alerts, simple. You can customize what alerts you wanna see, but just gives you an alert overview. [9:55] Website refill form integration Now, this is kinda cool too. A lot of people have refill forms, which is kinda nice. You go to your website, you do a refill, and most people probably just get a, an email that just says, "Hey, a refill is due." What we've done is we've created a refill. You get a link, you put it on your website. When someone fills out that form that's refilled, it shows up here in the dashboard that says, "Hey, this person needs a refill." Not only will it generate the notification that they need a refill, but it'll match it with the current patient, see what their prescription is, and it can auto-generate that reorder for you, for you to review, delete, or to submit that order. And that notification will also show up on the dashboard. So these are cool integrations that we're doing not only internally but through your EMR, labs, eFax, as well as your website now. We are in the process of developing an AI advisor that as the person is communicating with the AI advisor, if they need more information, that information or lead will be transmitted to the dashboard as we build out our CRM, um, integration [10:45] Testosterone calculator, supply lists, scratchpad with this as well Tools are pretty cool. This is just basic in the hormone space. Free testosterone calculator. This is live. You just put the numbers in here and calculate your free testosterone. Clinic list and call list. These are a little bit, These are gonna be, uh, adjusted a little bit, but if you guys have, like, a sheet that you can track things you need for the clinic, I need to order supplies, I need to do some basic things, I need to remember to reorder this. You can do certain things in here, supplies, medications. I need to... Just basic reminders. A call sheet, who we're calling. Has the invoice been paid? So these are some things that are just, uh, clinics are, have, have complained online and to us that, "Hey," you know, they're write- handwriting everything down. They have spreadsheets a-and it's just getting cumbersome. So again, a one-stop shop to kinda keep everything nice and organized. You also have a scratch pad. This is just internally for you. "Hey, don't forget to call John and remind him of doing something." Just something for you to remember daily something. These are personal notes, and you also have clinic notes where everybody can see, "Hey," make sure, you know, if some of my staff sees this, they can look at this every morning and see these staff certain things. It's kind of a cool process. [11:47] Admin customization, EMR imports, unlimited users The administrative side of this, you're gonna see how robust this is with, with the things that we have integrated. We have a lot of customizations, everything from membership types and rules to schedules to the EMR connections. Obviously, there's only gonna be one of those. Certain tools, back to the things on the front with the dashboard cards. These are all the dashboard cards. You can turn them on, turn them off, hide at zero. Tons of customization to make it exactly what you want as a tool to ride with your EMR, not take over your EMR or anything along those lines. A lo- a lot of people like their EMR. They just have an issue with how patients are managed, and they just don't have a lot of these things. This is where we're gonna import if your EMR is not the best with connecting, sort of like with OptiMantra, this is gonna be the first import. We can help you do that as well. How we do all of our stuff on here. And I'll go over and make other videos on how to do all of these types of things down the road. There is some customization. You don't like the way this looks, uh, you can pick certain colors, green, teal, maybe plum, indigo, something that, you know... We can't really fully customize it because then we'll just have, you know, things all over the place. It just kinda gives you your information around through here. Again, this is just a demo site kinda giving an overview. You can add unlimited users, unlimited staff members. There's no limit to any of this. It's kind of a cool... One thing I did forget about the tools on here, [13:04] Printable lab order form generator this lab order form's kinda cool. One thing a lot of people talk about is there's a lot of great integrations for lab orders, but what if someone wants to just take it to their local, you know, uh, clinic or something and they just need a paper form to bring? Well, we can do this. You can search for a patient's name. So see if there's a patient AB or AS maybe come up. So you pick, uh, Ashcroft. Add a panel. You can customize panels or just pick a specific lab. Gives the CPT code you want. You want to have, uh, hypotesticular hypofunction. That'll put the diagnosis code in there as well. Notes on the order electrically signed. You can open the PDF, and then you'll be able to print it. So it'll have all the information here to open and sign. You can review it. This is customizable. Again, this is all just, um, fake information right now. But this is a cool way that, uh, you can either sign it or electronically sign it. [13:53] Free demo trial and upcoming EHR So that's kind of a brief overview. We are doing some beta testing with certain functions of this, especially with EMRs. We do offer free trials of demo clinics on the website, so you can actually get your hands on it for a couple days, just kinda see the flow and see, change some of the customizations to see if this is right for you. And we are gonna be running some specials soon. So if you guys have any questions, please reach out to us, uh, support@prescripta.com. Our website is prescripta.com. We do have a toned-down version of this, just membership management, which is strictly for membership management, as well as we are in development of our full-fledged EHR, which is gonna have all of these features integrated into the EHR plus more. We're constantly adding features. We're really gonna make this robust so you guys can have a way to manage these patients all in one stop. You, you have your EHR, you'll have Prescripta, and that should really be the gist of managing your patients on a day-to-day basis with notifications, intake, and stuff like that. So thanks for listening, and we'll get back with you as soon as possible. Thanks.