Patient Engagement Software Glossary: Key Terms & Concepts
List of Patient Engagement Software features
Billing and Invoicing
An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a company uses an invoice to collect money from its cu...read more
Cash Management
The practice of collecting and managing cash flows is known as cash management. Individuals and businesses both benefit from good cash management; it is an essential part of a company's fi...read more
Mobile Payments
Payment made with a portable electronic device such as a tablet or cell phone for a product or service is known as Mobile payment. Mobile payment systems, such as PayPal and Venmo, can als...read more
Online Payments
Trading money electronically is known as online payment. Computer networks, the internet, and digital stored value systems are commonly used in this process. You accept an online payment w...read more
Appointment Scheduling
Appointment scheduling is a vital feature of software that allows users to efficiently manage their appointments and schedule time slots for meetings, events, or other activities. It provi...read more
Payment Processing
Payment Processing is defined as providing a Person with the ability to charge or debit accounts using any payment mechanism, including but not limited to Remotely Created Payment Orders, ...read more
Document Management
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more
Task Management
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all part of the process. Persons can use task manager...read more
Chat (Messaging)
The act of conversing, communicating, and/or exchanging messages through the internet is known as chatting. It entails two or more persons interacting via a chat-enabled service or softwar...read more
Content Management
Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies that make it easier to collect, handle, and tra...read more
Audio Video Conferencing
Video conferencing is a technology that allows individuals in different places to have face-to-face meetings without going to the same place. This technology is beneficial for business use...read more
Status Tracking
Status tracking is a method of accurately locating an object in transit from point A to point B using a decentralized and digital location like a laptop or smartphone. The tracking informa...read more
Time Tracking
The time tracking feature is primarily used by businesses that bill customers based on the time it takes to resolve a problem. Staff can quickly record their time on various customer reque...read more
Shortcut Messages
You can use shortcuts to make commands that extend to pre-defined greetings, messages, or URLs. As an agent, shortcuts save time, but they should be used sparingly to maintain a balance be...read more
Collaboration
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
