Frequently Asked Questions

Q: How can your ChatGPT or AI feature help my clinic?

A: Thank you for your interest in Coaction! We highly recommend booking a personalized, one-on-one demo to explore the full potential of ChatGPT utilization for your specific needs. Our demo will show you how ChatGPT can assist you in writing your Patient communication with high professionalism plus get time saving AI chat bot like on our website can be customized for your clinic's website to automatically assist your New Patients.


Q: Do you have Online Appointment Booking?

A: CoAction Software provides a comprehensive solution for enhancing your online presence. Alongside our convenient online appointment booking button, we offer the option to differentiate between "New Patient" and "Established Patient" appointments. This feature enables you to streamline the booking process or gather essential demographic information from new patients. If you're interested in experiencing the benefits of CoAction Software firsthand, we invite you to schedule a demo.


Q: Do you offer Appointment Confirmations to patients?

A: CoAction Software offers the convenience of email confirmations for each appointment, ensuring a streamlined communication process. In addition, our "Online Appointment" feature includes a "Google Calendar Sync" option, allowing patients to effortlessly synchronize their appointments with their smartphones.


Q: Do you have Cluster Booking?

A: CoAction Software offers the capability to manage multiple appointments per timeslot, ensuring efficient scheduling for your business. Our resource booking feature allows each provider to set limits on the number of specific "Visit Types'' allowed in any given time slot, effectively preventing future scheduling conflicts, particularly in the case of recurring appointments.


Q: Is there an online intake form?

A: Yes, CoAction Software's online intake form offers a range of powerful features to streamline your practice and enhance efficiency. With this software, you can effortlessly capture and import patient demographic information, ensuring all essential details are readily available. Moreover, it allows you to conveniently upload any digitally completed form, which is automatically linked to the respective patient file, reducing manual efforts and minimizing errors.


Q: Does CoAction work with Multiple Providers?

A: Yes, CoAction Software offers the capability to set up unique calendars for each provider, catering to the specific needs of chiropractors, massage therapists, physical therapists, acupuncturists, and more. Our software also allows you to conveniently track all adjustments made, whether performed by the treating provider or an assigned provider.


Q: Do you have a Care Plan feature?

A: At CoAction Software, we take pride in providing precise and regulatory compliant care plans. CoAction creates “Virtual Escrow” for the plan and only deduct the funds once the appointment has been processed. In addition to our standard offerings, we introduce the innovative "Family Care Plan" feature, allowing groups of patients to conveniently pool their payments towards a shared care plan for anyone within our comprehensive database.


Q: Can I submit Insurance Claims online?

A: CoAction Software offers advanced "Print Image" upload capabilities that facilitate seamless insurance claim submissions. With our software, you can confidently submit claims as 99% of the clearing houses readily accept the uploaded print images. Rest assured, our solution empowers you to streamline your claims process and maximize efficiency.


Q: Which credit card processor does CoAction Software use?

A: CoAction Software is proud to partner exclusively with Fortis Credit Card processor. With over a decade of experience, Fortis has emerged as a leading provider, offering our customers the most competitive rates in the market. By choosing Fortis, you not only benefit from their exceptional support but also gain access to their unique features, including comprehensive reports and a convenient recurring payment system. Fortis understands the challenges faced by clinics when it comes to credit card processing, and their innovative solutions are designed to streamline the entire process. Their advanced reporting capabilities enable you to gain valuable insights into your transactions, helping you make informed business decisions. Additionally, the recurring payment system simplifies billing for your clinic, saving you time and effort.


Q: How many computers can I run CoAction on?

A: CoAction can be seamlessly installed on multiple computers, allowing you to leverage its benefits across your network. There is no limit to the number of computers you can connect to CoAction, as long as they are all networked to a central hub. This ensures efficient collaboration and synchronization of data across your entire system. Feel free to expand CoAction's presence to as many computers as needed to support your business operations.


Q: Can I set up a visit triggered message?

A: Yes, CoAction Software has a "Visit Alert" feature where users can customize a specific message per visit number. To enhance your experience and engage with your patients effectively, CoAction Software offers the remarkable "Visit Alert" feature. With this feature, you have the flexibility to customize specific messages based on the visit number. Imagine the possibilities: you can use pop-up messages to share valuable health tips tailored to each visit, request reviews or referrals, and send reminders for re-evaluations, among other options.


Q: How many emails and texts can I send?

A: To enhance your off-site patient communication, CoAction Software offers the capability to send an unlimited amount of emails and texts. This allows you to stay connected with your patients without any restrictions, ensuring effective and efficient communication. However, when it comes to international texting, we do have a monthly limit of 1500 messages. CoAction Software not only facilitates seamless communication but it also presents numerous other features that can significantly benefit your practice.


Q: Can I request business reviews on Google and Yelp?

A: CoAction Software offers an exceptional automated Business review request feature that enables clinics to effortlessly include their Google or Yelp business review links and seamlessly send them out based on custom visit numbers. By leveraging this feature, you can effortlessly gather valuable feedback from your patients and encourage positive reviews for your practice. Moreover, our software allows you to effectively track any low-star reviews and conveniently link them to the corresponding patient files. This integration proves instrumental in identifying patients who may have had a negative experience, enabling you to promptly address and rectify the situation. Our commitment to customer satisfaction extends even further with the incorporation of our ChatGPT feature. This innovative tool empowers you to effortlessly compose resolution emails, streamlining the communication process and saving you valuable time.


Q: Do you have a “To Do” list or Task manager feature?

A: Yes, CoAction Software offers an "Action Item" feature that provides automatic alerts to users regarding high account receivables and negative reviews. Additionally, it includes a convenient "To-Do" list that can be assigned to any user, allowing for efficient task management with visible task statuses. If you would like to explore this feature in more depth and discover how CoAction Software can assist you in saving time and growing your practice, please request a one-on-one demo. This will provide you with all the necessary details on how our "Action Item" feature works and its benefits for your business. We encourage you to take advantage of this opportunity to enhance your practice's efficiency and productivity.


Q: How is the support for CoAction Software?

A: CoAction Software's support is one of the best in the industry. Our clients enjoy fast and professional support via chat, email, and phone calls. Our clients rave about our support, and it is one of the key factors for our longevity in this market.


Q: Do you have a Self Check-in for patients?

A: Certainly! CoAction Software provides a comprehensive self check-in solution for patients seeking medical care. Our advanced system is seamlessly integrated with touch-screen technology, enabling patients to conveniently and efficiently check themselves in. Moreover, our software goes beyond the standard check-in process by allowing patients to complete the "Subjective" question section of the SOAP note. This valuable information is then seamlessly imported directly into their visit, streamlining the entire documentation process.


Q: Can I attach X-ray files for patients?

A: Absolutely! CoAction Software seamlessly integrates with both digital and analog x-ray systems. Our user-friendly interface allows you to conveniently access any x-ray image on your computer. Simply follow these steps: display the desired image on your screen, capture a snapshot by pressing "Control+PrintScreen" button and import the image directly into the patient's file. With CoAction Software, managing x-ray files has never been easier.


Q: Do you have Reports to track the clinic's performance and finances?

A: Absolutely! CoAction Software provides a comprehensive range of reports designed to meet your clinic's needs. Our reports include collection reports, detailed and date-ranged "Day Sheet" summaries, CPT Stat reports, Care Plan financials, "Sales Tax" reports, Birthday lists, and much more.


Q: Do you offer a Remote Backup system?

A: Certainly! Our company not only provides a highly secure and compliant off-site backup solution, but we also offer a comprehensive cloud backup system. With our advanced technology, we ensure that your data is encrypted and protected, meeting HCFA regulations. Rest assured that our reliable services can back up multiple days' worth of data, allowing for seamless restoration whenever necessary. CoAction Software understands the importance of peace of mind when it comes to your data. Our expert team guarantees quick and efficient data restoration, ensuring minimal disruptions to your operations.


Q: Can CoAction clean up my accounting mess?

A: Our CoAction software is designed to address precisely these issues. It operates on a "What you enter is what you get" principle, ensuring that as long as you input all the necessary services and payments, the software delivers highly accurate outcomes. Whether you run a cash or insurance clinic, our software can provide you with the utmost precision via “Combined ledger for Patient & Insurance” plus self/family care plan by accurate calculation only after each visit has been completed.


Q: Can I access CoAction Software remotely?

A: To ensure the security and compliance of our clients' data, CoAction Software recommends utilizing industry-proven remote access systems like "Google Remote Desktop" and TeamViewer, among others. While some free remote access programs may seem convenient, it is important to prioritize data protection, especially when it comes to sensitive healthcare information. CoAction Software adheres to the regulations set forth by HIPAA's HL7 health record transmission guidelines. These guidelines emphasize the need for a secure environment when accessing and transmitting health records. By utilizing trusted remote access systems, we provide a safer and more reliable solution for our clients.


Q: Is there a cloud option for CoAction Software?

A: No, we don't have a cloud option at the current time; however, our offsite redundant backup is on the cloud by Amazon.


Q: Do you have an App for smartphones?

A: No, CoAction Software does not currently offer an "app" option for patients. However, our software provides a range of powerful features designed to streamline clinic operations and enhance efficiency. With CoAction Software, you can benefit from integrated ChatGPT functionality, fast and compliant SOAP notes, accurate billing capabilities, and exceptional patient communication via text and email, among other features. We understand the importance of saving time and maximizing profitability in your practice. That's why we invite you to schedule a personalized demo to experience firsthand how CoAction Software can revolutionize your workflow, allowing you to focus on what matters most – delivering quality care.


Q: Do you have Inventory Tracking?

A: No, CoAction Software currently has a "CPT Stat Report" to track exactly how many of certain items got sold. As long as you have your opening inventory, we can track how many are remaining. However, our software provides a range of powerful features designed to streamline clinic operations and enhance efficiency. With CoAction Software, you can benefit from integrated ChatGPT functionality, fast and compliant SOAP notes, accurate billing capabilities, and exceptional patient communication via text and email, among other features. We understand the importance of saving time and maximizing profitability in your practice. That's why we invite you to schedule a personalized demo to experience firsthand how CoAction Software can revolutionize your workflow, allowing you to focus on what matters most – delivering quality care.




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