Patient Management Software
The Patient Record, Re-imagined for Real Work
Our patient management software unifies clinical notes, chart access, orders, and handoffs in one place—so every visit is documented clearly, every task is owned, and nothing falls through the cracks.
Why practices choose CERTIFY Health Patient Management System
Clinical work slows down when information lives in different systems. Notes are duplicated, handoffs are verbal, and follow-ups are easily missed. CERTIFY Health brings everything together—from documentation to orders to role-based workflows—inside the CERTIFY Health’s Care Platform.
Less typing, more care
voice-to-text, real-time transcription, and smart summarization reduce documentation burden.
Clear ownership
role-based assignments and handoff notes make accountability visible.
Context in one click
longitudinal timeline, vitals, flags, and recent visits where providers already work.
Built-in compliance
clinical audit trail, access controls, and HL7®/FHIR® interoperability by design.
What gets in the way today
Fragmented records
across EHR, PM, and messaging tools
Manual charting
that steals time from patient care
Unstructured handoffs
between clinicians and front/back office
Orders, tasks, and follow-ups
tracked in spreadsheets or email
Compliance risk
from missing documentation and unclear ownership
What happens when you get it right
Providers finish documentation
faster and more consistently
Staff see exactly what to do next
by role, location, or service line
Orders are placed, tracked, and closed
without leaving the workflow
Every action is auditable, secure, and integrated
with your EHR
How Patient Management fits into CERTIFY Health
Patient Experience (intake, check-in, reminders)
for complete visit context
Practice Management (scheduling, role assignments, analytics)
for operational clarity.
RCM (eligibility, billing, collections)
with cleaner documentation that drives faster claims.
Interoperability (EHR, lab, imaging)
so data never lives in silos.
Core Capabilities (Built for Daily Use)
Clinical Documentation
Patient Chart & Timeline
AI-Powered Documentation
Orders & Results
Care Coordination
Visit Summaries & Patient Instructions
How Patient Management fits into CERTIFY Health
Patient Management Software connects seamlessly with:
Scheduling & appointment access
self-scheduling, waitlist automation
Digital intake & pre-arrival
forms, e-consents, insurance capture
Check-in
mobile, kiosk, staff-assisted with identity verification
Payments & insurance
estimates, card-on-file, plans, eligibility
Patient communication
two-way messaging, reminders, nudges
Analytics & reporting
operational KPIs, collections, no-show trends
Scales With Your Practice
CERTIFY Health’s Patient Management Software is designed to meet you where you are today and grow with your practice.
Essentials
Get started with core charting and visit documentation that reduce admin time and keep every patient record complete.
Growth
Add longitudinal timelines, structured handoffs, and basic task automation as your workflows get more complex.
Enterprise
Unlock advanced AI transcription, SOAP/progress notes, multi-location coordination, and predictive insights for large groups and hospitals.
No matter your size, the platform adapts—so you never outgrow your system.
Built for Every Specialty
Flexible templates and workflows for the care you deliver.
Primary Care & Multispecality Clinics
.Longitudinal chart access across chronic care visits
.Structured SOAP notes + quick documentation templates
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Behavioral Health
Imaging & Diagnostics
Dental & Vision
Urgent Care & Outpatient Surgery
Your specialty isn’t an afterthought—it’s built into the platform.
Compliance & Security
CERTIFY Health is built to meet the most rigorous security and regulatory standards in healthcare:
With CERTIFY Health, every visit, note, and transaction is both compliant and interoperable—giving regulators confidence, leadership visibility, and patients trust
Certified & Audited Frameworks
HIPPA
Patient data privacy by design
HITRUST r2
Industry benchmark for security governance
SOC 2
Independent audit for system integrity and controls
GDPR
Global data protection compliance
PCI DSS
Secure handling of payments and financial data
Secure by Architecture
HL7® & FHIR® standards
Real-time, bidirectional interoperability with EHRs and labs
Audit Trails
Every action is tracked and attributed
Granular Access Controls
Role and site-level permissions for large groups
EMPI/Identity Matching
Reliable patient identification across systems
Outcomes that matter for every role
For providers
For clinical operations
For revenue cycle
For IT & compliance
Implementation made simple
Smooth Setup
Data Migration & Training
Fast Go-Live
Ongoing Support
Run a more efficient clinical operation without overwhelming your staff.
Patient Management Platform from CERTIFY Health is designed to simplify daily documentation and built to empower every role involved in care.
Frequently Asked Questions
Does this patient management system software replace our EHR?
No. CERTIFY Health’s patent management platform complements your EHR with workflow features clinicians actually use every minute—documentation speed, role-based tasks, and clear handoffs—while syncing via HL7/FHIR.
Can we customize note templates and task flows?
Yes. CERTIFY Health’s patient management software for doctors offers fully configurable templates, sections, required fields, and routing rules—customizable by specialty, location, or provider preference.
How do audit trails work?
Every action—view, edit, order, assignment, completion—is time-stamped and attributed, with reports for compliance and quality programs.
Does the hospital patient management system support multi-site or DSO workflows?
How does CERTIFY Health’s patient management software improve clinical collaboration?
How does CERTIFY Health’s patient management software reduce documentation time?
With built-in AI transcription, smart summarization, and voice-to-text charting, the patient management software for doctors helps complete notes faster, letting providers focus more on patient care and less on data entry.
