WaitWell provides organizations with a modern way to coordinate walk-in traffic and scheduled services through a secure, cloud-based queuing and appointment platform. Customers can join virtual queues or book appointments via QR codes, SMS, web links, kiosks, or by chatting with Waillo, an AI agent native to WaitWell that answers questions, explains services, and routes customers into the correct line using natural language. Customers receive live status updates and AI-driven wait time forecasts that reduce uncertainty.
WaitWell includes strong real-time reporting and operational dashboards. Waillo Insights builds on this foundation by enabling leaders to ask plain-language questions of their data to uncover service constraints, monitor performance trends, and refine staffing decisions. With real-time visibility, integrated payments, open APIs, and HIPAA and SOC 2 compliance, WaitWell supports scalable, efficient service delivery across locations.
Learn more
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
Learn more
PwC Instilling Quality
Instilling Quality is a distinctive quality assurance tool designed to objectively evaluate and score the accuracy and comprehensiveness of follow-up actions on accounts, tailored by user. This tool is part of the Resolution Queue™, a proprietary and customizable workflow software from PwC for managing healthcare accounts receivable (A/R), but it is also available for separate licensing and can function independently based on user requirements. The Instilling Quality software randomly assesses the work done by collection specialists and assigns a numerical score reflecting the thoroughness and completeness of each account. Users can specify the exact criteria necessary for scoring accounts accurately. The quality review process is informed by a user score's rolling average over 90 days. As a result, team members with higher scores face a reduced number of accounts for review, whereas those with lower scores will have more accounts queued to ensure continuous improvement in the review process. This approach not only incentivizes quality work but also systematically enhances the overall efficacy of account management.
Learn more
Richdesk
Richdesk offers a comprehensive software solution for help desk and asset management.
It enables efficient prioritization and assignment of tickets to the appropriate agents while streamlining ticket queues, allowing for the documentation of resolutions that promote knowledge sharing and enhance service quality. The platform empowers both staff and customers to find solutions independently through a guided workflow, online knowledge base, service catalog, and real-time resolution updates. Simplifying routine help desk operations, it automates tasks such as ticket triage, assignment of agents, team notifications, SLA alerts, as well as the use of ticket templates and canned responses. Users can upload, monitor, and manage various asset categories by using customizable configuration item styles, along with maintaining service history. The software also provides agents, teams, and customers with insightful statistics, allows for one-click exports from ticket queues and asset lists, and features an integrated dashboard with a report generator. With all essential service management capabilities consolidated in one platform, Richdesk also includes self-service portals designed to minimize repetitive inquiries. Moreover, its fully-integrated asset management system ensures seamless tracking and organization.
Learn more
