promptly

JSON twin: https://www.healthaidb.com/software/promptly.json

Company Name

Promptly

Product URL

https://www.promptlycheckin.com/features

Company URL

https://www.promptlycheckin.com/

Categories

Summary

Promptly is an all-in-one patient experience and engagement suite that automates scheduling, reminders, digital check-in, eligibility checks and payments to reduce staff workload and improve patient touchpoints.

Description

Promptly layers onto existing EHR/practice management systems to provide online scheduling and waitlists, multi-channel patient communication (two-way texting, email, voice), digital intake and e-sign forms, real-time insurance eligibility and cost estimates, automated billing and text-to-pay, analytics dashboards, and workflow automation designed for specialty and ambulatory practices.

Api Available

unknown

Certifications

Company Founding

2019

Company Offices

Compliance

Customers

Data Residency

Data Standards

Deployment Model

Features

Id

P1333

Integration Partners

Integrations

Languages Supported

Last Updated

2025-09-07

License

commercial/proprietary

Links

Market Segment

Optional Modules

Os Platforms

Pricing Details

No public pricing; request demo or contact vendor for subscription tiers and pricing (pricing available on inquiry).

Pricing Model

subscription

Privacy Features

Ratings

Regions Available

Release Year

Security Features

Specialties

Support Channels

System Requirements

Target Users

Training Options

Type

product

User Reviews

Version

1.0

Canonical JSON

{
  "company_name": "Promptly",
  "company_url": "https://www.promptlycheckin.com/",
  "company_offices": [
    "United States"
  ],
  "company_founding": "2019",
  "product_url": "https://www.promptlycheckin.com/features",
  "categories": [
    "patient-facing",
    "administrative",
    "patient engagement",
    "revenue cycle",
    "scheduling"
  ],
  "market_segment": [
    "smb",
    "enterprise"
  ],
  "links": [
    "https://www.promptlycheckin.com/",
    "https://www.promptlycheckin.com/features",
    "https://www.promptlycheckin.com/about",
    "https://www.promptlycheckin.com/pricing",
    "https://promptly.freshdesk.com/support/login",
    "https://www.linkedin.com/company/promptlycheckin",
    "https://www.nextgen.com/solutions/marketplace/promptly",
    "https://expo.veradigm.com/Apps/Details/Promptly",
    "https://www.g2.com/products/promptly/reviews"
  ],
  "summary": "Promptly is an all-in-one patient experience and engagement suite that automates scheduling, reminders, digital check-in, eligibility checks and payments to reduce staff workload and improve patient touchpoints.",
  "description": "Promptly layers onto existing EHR/practice management systems to provide online scheduling and waitlists, multi-channel patient communication (two-way texting, email, voice), digital intake and e-sign forms, real-time insurance eligibility and cost estimates, automated billing and text-to-pay, analytics dashboards, and workflow automation designed for specialty and ambulatory practices.",
  "target_users": [
    "clinicians",
    "front-desk staff",
    "practice managers",
    "billing/collections staff",
    "patients",
    "management services organizations (MSOs)",
    "revenue cycle teams"
  ],
  "specialties": [
    "ophthalmology",
    "optometry",
    "dermatology",
    "orthopedics",
    "urology",
    "dental",
    "ENT",
    "gastroenterology",
    "retina",
    "general ambulatory/specialty clinics"
  ],
  "regions_available": [
    "United States"
  ],
  "languages_supported": [
    "English"
  ],
  "pricing_model": "subscription",
  "pricing_details": "No public pricing; request demo or contact vendor for subscription tiers and pricing (pricing available on inquiry).",
  "license": "commercial/proprietary",
  "deployment_model": [
    "SaaS"
  ],
  "os_platforms": [
    "Web"
  ],
  "features": [
    "Two-way texting",
    "Custom reminders",
    "Cohesive multi-channel messaging",
    "Contactless check-in",
    "Online intake forms",
    "Recall and patient reactivation tools",
    "Automated waitlist",
    "Online scheduling (including first-time patients)",
    "Smart appointment links",
    "Instant rescheduling",
    "Staff decision tree for scheduling",
    "Online referral portal",
    "Text-to-pay alerts",
    "Online payments / POS",
    "Patient cost estimates",
    "Card-on-file booking",
    "Real-time insurance eligibility checks",
    "Multi-entity collections",
    "Automated reports and real-time dashboards (analytics)"
  ],
  "optional_modules": [
    "Promptly Analytics (real-time dashboards)",
    "Promptly Payments (payment and credit processing tools)",
    "Promptly CRM (coming soon)"
  ],
  "integrations": [
    "Nextech",
    "NextGen",
    "ModMed",
    "AdvancedMD",
    "Veradigm",
    "iMedicWare",
    "Compulink",
    "athenahealth",
    "MedInformatix",
    "OpenPractice",
    "OpenDental",
    "Dentrix"
  ],
  "data_standards": [],
  "api_available": "unknown",
  "system_requirements": "",
  "compliance": [
    "GDPR",
    "CCPA"
  ],
  "certifications": [],
  "security_features": [
    "Security safeguards (unspecified)",
    "Confidentiality agreements with service providers",
    "Use of security cookies"
  ],
  "privacy_features": [
    "GDPR data subject rights (access, deletion, portability, restrict processing)",
    "CCPA consumer rights",
    "Marketing opt-out/unsubscribe",
    "Data retention limits (described as retained only as necessary)",
    "Children's data deletion policy (under 13)"
  ],
  "data_residency": "",
  "customers": [
    "Utah Eye Center",
    "Sight Growth Partners"
  ],
  "user_reviews": [],
  "ratings": [],
  "support_channels": [
    "email",
    "phone",
    "ticketing"
  ],
  "training_options": [
    "documentation",
    "live_online",
    "onboarding"
  ],
  "release_year": "",
  "integration_partners": [
    "Nextech",
    "NextGen",
    "ModMed",
    "AdvancedMD",
    "Veradigm",
    "iMedicWare",
    "Compulink",
    "athenahealth",
    "MedInformatix",
    "OpenPractice",
    "OpenDental",
    "Dentrix"
  ],
  "id": "P1333",
  "slug": "promptly",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-09-07",
  "links_json": {
    "self": "https://www.healthaidb.com/software/promptly.json"
  }
}