Run the Practice From the Same Record
Whadata's practice management covers the front office: a 14-section digital intake patients finish before the visit, shared scheduling with provider availability, a patient portal, browser-based telehealth, and fax, messaging and appointment texts on the same record. It shares one record and one login with the EHR and the revenue cycle.
What ships today
Intake done before the patient arrives
A 14-section digital intake, consents and insurance card capture, completed from the portal, so the visit starts with the record already filled.
Scheduling the whole practice can see
Provider availability and appointment types set once, a shared calendar for staff, and, where the practice enables it, patient self-scheduling with guardrails the clinic controls: how many open appointments a patient may hold, how far ahead they may book, and how much notice they must give.
Video visits with nothing to install
Secure browser-based telehealth, scheduled or on demand, camera optional. Patients join from the portal or a link, and with the patient's consent the visit can be transcribed straight into the chart.
Fax, messages and texts on the record
Send and receive fax from your practice's own number, with inbound faxes matched to the right patient. Staff message each other, patients message the care team from the portal, and appointment confirmations come back by text.
Inside Practice Management
Three modules make up practice management. Each has its own page with screenshots and a full FAQ.
Questions worth an answer
Can patients book their own appointments?
Yes, where the practice turns it on. Self-scheduling is off by default; when enabled, patients book, reschedule and cancel within limits the clinic sets, such as how many open appointments they may hold and how far ahead they may book.
Do front desk and staff seats cost extra?
No. Staff seats are unlimited; the platform is priced per provider.
Is every telehealth visit transcribed?
Only with the patient's consent for that visit. Without it the visit runs as plain video.
Does Communications include patient or team messaging?
Yes. Staff message each other in team threads on web and mobile, and where the practice turns it on, patients message their care team from the portal. Communications also covers fax and SMS appointment confirmations.
Can patients pay a balance online?
Where the practice enables portal payments, a patient can pay open practice charges and staff-posted statement charges by card or bank account. Patients are never asked to settle an insurance estimate in the portal.
Go deeper
Terms behind Practice Management
Next steps
- Compare Whadata to your current EHR: Side by side with six platforms on scope, pricing, and AI.
- Pricing: every module for one posted rate per provider.
- Glossary: the EHR, practice management and revenue cycle terms behind the platform.
See Practice Management in a demo
Book a demo and walk through the modules on your own workflow.