Coordinate care with secure, HIPAA-compliant messaging and phone calls. Share patient information internally across devices. Communicate privately about sensitive health details. Connect with colleagues instantly for quick support.
Manage Contacts, Computers, and protected group users remotely. Edit Groups and Non Admin Users with a one-time upgrade. No server component required. Works on iPhone and iPad.
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
