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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The foundation of a thriving business lies in its capacity to effectively manage client appointments. Our HIPAA-compliant tools simplify this process, allowing you to assign user access levels, color-code your range of services, and coordinate multiple office sites, staff members, and client contacts, all through a single user-friendly platform. With interactive appointment reminders linked to your calendar, you can confirm client appointments and receive any text message replies directly in your secure inbox. Additionally, clients can receive appointment confirmations on their phones the instant they are scheduled in the calendar. To maintain a full schedule, our automatic waitlist feature steps in whenever a cancellation occurs. Both new and returning clients benefit from the ease and privacy of online scheduling and communication, tailored to your specifications. The fully-automated intake process for new clients empowers them to establish their accounts independently, enhancing their experience from the very start. This seamless integration not only boosts efficiency but also fosters stronger client relationships.

Description

Discover unparalleled mobility, robust security, and seamless integration—providing exceptional personalization throughout every phase of the customer experience. You can transmit emails directly from Dataview or share outcomes with Office 365; transfer contacts and calendar entries from Dataview or report to Office 365; and link Office 365 components (like email, calendar, and contacts) with Saratoga CRM Thin Client records. With Office 365 connectivity, you'll have smooth access to Saratoga information right from Office 365. After delving into reports, you can open records, view attachments without the need to save them on your device, and benefit from enhanced search customization. Easily send records to your colleagues by automatically exporting them as PDFs straight from Saratoga Rich Client or attaching them via email from a grid, ensuring they receive the latest data from your system promptly. Furthermore, this streamlined communication empowers teams to collaborate more effectively, keeping everyone aligned and informed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$7.95 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Jituzu

Founded

2007

Country

United States

Website

www.jituzu.com

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/

Product Features

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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