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Overview

Workday Adaptive Planning, formerly Adaptive Insights, is a cloud-based enterprise planning software, which offers tools...

We tie all the components of EMR, Practice Management, and Revenue Cycle Management into one integrated solution for urgent cares.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

$

15000

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

95

70

8

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

5

4

3

2

1

125

58

18

3

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

I feel the printing capabilities can be improved, along with the clarity of the printing itself. The customer service on this product is outstanding.

SO

Steve O.

Strong, secure environment - clearly developed with an appreciation of how to treat company sensitive data. Appropriate security levels are easily established and maintained.

SW

Stephen W.

Having never used it before, I was amazed at the ease of use. In addition to serving as a data repository for 10+ years of information, the variance analysis reporting is fantastic.

Drew B.

Pros

I like that you can move quickly from screen to screen, which is great when working in a fast-paced environment like an urgent care office.

MB

Melissa B.

The product is easy to use but the people at DocuTAP are so friendly and helpful. That is what really helps make it a great product.

TK

Todd K.

I have not worked with any other software, but I find this software is perfect for our urgent care setting. It is easy for us to chart and great for the physicians to transition in with the patient.

LE

Lindsay E.

Cons

This lack of functionality makes our work a bit confusing sometimes.

KL

Krystyna L.

Our adaptive administrator sometimes struggles with the data integration from netsuite in some instances.

JT

Jason T.

Implementation is costly and seems cumbersome.

CP

Chris P.

Cons

It does tend to crash a few times a week, which is very inconvenient because i have phone calls coming in all day. I work on the PM side and do billing.

CF

Christine F.

The posting features are a little disjointed. The software treats payments from different entities (patient, insurance, Occ med) in completely different ways, which can be confusing.

GH

Gail H.

You get what you pay for. We have made this mistake in the past.

NB

Nicole B.

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features103
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Scheduling
  • Bank Reconciliation
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Charting
  • Claims Management
  • Claims Scrubbing
  • Client Portal
  • Code & Charge Entry
  • Coding Assistance
  • Collaboration Tools
  • Collections Management
  • Committee Management
  • Competitive Analysis
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Decision Support
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dunning Management
  • Dynamic Modeling
  • E-Prescribing
  • EMR/EHR
  • ERP
  • Electronic Payments
  • Event Management
  • Exception Reporting
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • Fund Accounting
  • Fundraising Management
  • General Ledger
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • HIPAA Compliant
  • Historical Reporting
  • Idea Management
  • Income & Balance Sheet
  • Insurance Eligibility Verification
  • Invoice History
  • KPI Monitoring
  • Key Performance Indicators
  • Meaningful Use Certified
  • Medical Billing
  • Member Database
  • Membership Management
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Location
  • Multi-Physician
  • Multiple Data Sources
  • OLAP
  • ONC-ATCB Certified
  • Order Entry
  • Patient Intake
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Practice Management
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real-time Updates
  • Records Management
  • Relational Display
  • Remittance Advice
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Roadmapping
  • Sales Forecasting
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Simulation
  • Single Sign On
  • Social Media Management
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Volunteer Management
  • Workflow Management
  • Total features35
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Scheduling
  • Bank Reconciliation
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • CRM
  • Calendar Management
  • Cash Management
  • Charting
  • Claims Management
  • Claims Scrubbing
  • Client Portal
  • Code & Charge Entry
  • Coding Assistance
  • Collaboration Tools
  • Collections Management
  • Committee Management
  • Competitive Analysis
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Decision Support
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dues Management
  • Dunning Management
  • Dynamic Modeling
  • E-Prescribing
  • EMR/EHR
  • ERP
  • Electronic Payments
  • Event Management
  • Exception Reporting
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • For Nonprofits
  • Forecasting
  • Fund Accounting
  • Fundraising Management
  • General Ledger
  • Goal Setting / Tracking
  • Grant Management
  • Graphical Data Presentation
  • HIPAA Compliant
  • Historical Reporting
  • Idea Management
  • Income & Balance Sheet
  • Insurance Eligibility Verification
  • Invoice History
  • KPI Monitoring
  • Key Performance Indicators
  • Meaningful Use Certified
  • Medical Billing
  • Member Database
  • Membership Management
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Location
  • Multi-Physician
  • Multiple Data Sources
  • OLAP
  • ONC-ATCB Certified
  • Order Entry
  • Patient Intake
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Practice Management
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real-time Updates
  • Records Management
  • Relational Display
  • Remittance Advice
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Roadmapping
  • Sales Forecasting
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Simulation
  • Single Sign On
  • Social Media Management
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Trend / Problem Indicators
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Volunteer Management
  • Workflow Management

Integrations

  • Total integrations13
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier