DrCare247 Platform – Complete Feature Suite Overview

This document provides a detailed overview of the key features and capabilities available within the DrCare247 platform. It serves as a reference for internal teams to understand the functional scope, configuration options, and integration capabilities of the system. Each feature is designed to support efficient telehealth operations, improve provider workflows, and ensure a seamless experience for patients and administrators alike.

Purpose

The purpose of this document is to maintain a centralized and consistent reference for all functional and integration features available in DrCare247. It is intended to assist internal stakeholders—including Product, Engineering, Implementation, and Customer Success teams—in understanding existing functionalities and identifying enhancement or deployment dependencies.

Scope

This document covers all core, advanced, and integration-level features currently supported by the DrCare247 platform. It includes configuration details, feature relationships, and supported options where applicable. Non-functional aspects such as infrastructure, performance benchmarks, and security compliance are documented separately in their respective technical documents.

Appointment & Scheduling

1. Flexible Scheduling Modes for Provider Appointments: Multiple appointment types—instant, provider-selected, or system-assigned—based on availability, location, and specialty.
2. Recurring Appointment Scheduling: Set daily, weekly, or monthly recurring appointments with auto end-date calculation and recurrence tracking.
3. Group Session Scheduling: Schedule group appointments (up to 8 participants) for therapy, education, or support sessions.
4. Appointment Mode Options: Supports Online, Phone, Text, and hybrid Phone-Online appointment modes.
   • Note: Text is supported only for Instant appointments.
5. Initial vs Follow-up Appointments: Link initial and follow-up visits and navigate between them easily.
6. Asynchronous Live Scheduling: Allows providers to request a phone or video interaction within the same asynchronous consultation, enabling patients to schedule seamlessly without creating a new visit or incurring additional charges.
7. Consent Confirmation Before Appointment Booking: Requires patients or care coordinators to provide electronic or verbal consent before confirming appointments created via the Provider Portal.

Patient & Provider Management

6. Bulk Patient Upload: Import multiple patients via Excel with auto profile creation and optional invites.
7. Family Member Management: Manage family members with shared access for scheduling and records.
8. Group/Subgroup Assignment: Organize patients into groups/subgroups for streamlined management.
9. Referral Note: Create and share referral notes with admins to coordinate care.
10. Medical Excuse Letter: Generate official excuse letters directly during consultations.
11. Member Enrolment via URL: Generate enrolment URLs that automatically map members to specific groups and plans.

Customization & Configuration

11. Custom Branding Management: Customize colors, fonts, and homepage to match your brand identity.
12. Role-Specific Branding: Tailor the interface for providers, admins, or patients for relevance and clarity.
13. Custom Template Setup: Configure intake forms, notes, and messages to match your clinic’s tone.
14. Intake-Based Red Flag: Automatically restricts patients from proceeding with appointment booking when predefined intake responses trigger red flags, ensuring clinical safety and workflow control.
15. Reason Management: Configure and manage visit reasons used across booking, triage, and consultations.
16. Specialty Management: Define and manage medical specialties to support routing, workflows, and provider assignments.
17. Symptoms Management: Create and maintain symptom mappings used during chatbot triage and consultation intake.
18. Treatment Plan Management: Configure standardized treatment plan templates for provider use.
19. Emergency Popup Management: Set up emergency alert messages triggered during symptom selection.
20. Basic Vitals Mapping by Specialty: Map required vital signs per specialty for accurate clinical documentation.
21. Reason-Based Symptom Setup: Customize how symptoms and visit reasons are recorded.
22. Pricing Configuration: Set dynamic pricing rules based on type, provider, specialty, duration, mode, appointment method, service, or medicine.
23. Customizable Service & Workflow Configuration: Configure services, routing, and operational workflows.
24. Custom Role Creation & Module Access Control: Create user roles and assign module-level access.

Task, Notification & Review Management

25. Role-Based Task Management: Manage tasks efficiently based on user roles and workflows.
26. Branded SMS & Email Notifications: Send branded reminders, confirmations, and updates.
27. Consultation Review: Review and finalize consultations for compliance and documentation accuracy.
28. Time Zone Preference in Provider & Client Portal: Communications such as Email and SMS are automatically sent based on the user’s selected time zone, ensuring timely and relevant notifications.

Telehealth Experience

29. Smart & Prefilled Telehealth Templates: Prefilled, specialty-based templates switchable mid-consultation.
30. Flexible Video Visit Options: Supports built-in Hummy or integrations with Zoom/Google Meet.
31. Flexible & Affordable Virtual Care Pricing: Offers one-time payments, subscriptions, and discounts.

Prescription & Pharmacy Management

32. Refill Medication Setup: Allow patients to request refills during consultations.
33. Pharmacy Routing: Auto-route prescriptions to pharmacies based on specialty or location.
34. Pharmacy Management: Add and manage non-Surescripts pharmacies and assign users.
35. Change Pharmacy: Patients can change or request pharmacy updates post-appointment.
36. Medication Requested: Patients can request specific medications when booking appointments.
37. Flexible Prescription Delivery Options: Supports e-prescriptions, print-at-home, or direct pharmacy fulfilment.
38. WellSync – Connecting Compounding Networks: Connects to compounding pharmacy networks for seamless prescription management.
39. Allergy Management: Maintain master allergy lists and patient-level allergy mapping to ensure prescription safety.

Billing & Insurance

32. Fixed Amount Authorization: Authorizes a fixed amount to cover consultation and medication charges.
33. Insurance Management: Capture and manage patient insurance details for billing.
34. Plan Widget Assignment: Assign plan-based benefits to groups or individual patients.
35. CPT Management: Manage CPT codes used for billing, claims, and standardized reporting.
36. ICD Management: Maintain ICD codes used for diagnosis mapping and structured clinical documentation.
37. Subscription Cancellation Control: Enables patients to cancel subscriptions either immediately or at a scheduled end date.

Integration & Platform Capabilities

35. Physician Network Integration: Integrate with external providers via secure APIs and webhooks.
36. SSO Integration: Supports secure Single Sign-On (SSO) for seamless access and authentication.
37. API: Offers comprehensive APIs for smooth integration with third-party systems.
38. Webhook: Sends real-time event notifications to external systems.
39. Platform Updates: Displays upcoming and past product releases for admins and providers.
40. Lab Management: Configure and manage lab tests, parameters, and lab service groupings.
41. Lab Pricing Management: Set and manage pricing rules for lab tests based on plan, group, or service configuration.
42. ID Verification (Veriff): Integrates Veriff to securely capture and verify government-issued IDs and user photos.
43. Power BI Integration: Enables seamless integration with Power BI for advanced data visualization, custom dashboards, and real-time analytics.

Reporting & Analytics

44. Patient Info Report: Provides a detailed overview of patient demographics and registration information.
45. Billing Report: Shows complete details for each consultation, covering patient information.
46. Consultation Report: Displays full consultation-level insights including patient details.
47. Member Plan Report: Analyze member distribution across plans.
48. Member Utilization Report: Provides a structured view of member enrolment across plans.
49. Discount Report: Provides a structured view of appointments with the applied discount values.