Clinical Operations
Optimize Your Clinical Practice with Our Suite of Comprehensive Solutions
With an electronic health record to manage clinical and administrative data, a patient portal to facilitate secure communication, and tools to automate patient scheduling, notification and registration tasks, our Clinical Operations has everything you need to manage your entire practice.

- i3 Verticals
- Healthcare
- Clinical & Patient Engagement Solutions
- Clinical Operations

Clinical Operations Solutions for Any Practice or Specialty
Whether yours is a single-provider practice, a large provider group, or a non-office-based anesthesiology, behavioral health, radiology, pathology, or other specialty practice, the i3 Healthcare Solutions suite of Clinical Operations solutions delivers everything you need to manage your healthcare business.
Our full suite of solutions scale to meet the needs of any sized practice or specialty and offer the most comprehensive capabilities. Just need something to quickly and easily capture clinical data and encounter notes and a small set of pre-built clinical workflows? Ask us about our basic Clinical Operations suite. Both the basic and our full Clinical Operations solutions suites are available as software-as-a-service offerings.
Our Clinical Operations Suite
i3 EHR
Secure information access for faster, more informed decision making and improved communication and care coordination, patient care and outcomes.
- Patient Record: Provide a comprehensive view of all patient data, segmented by category for easy access to both administrative and clinical information.
- Staff & Patient Messaging: Facilitate secure, electronic communication among team members and direct engagement with patients when needed.
- Dashboard To-Do Lists: Automatically route tasks to the appropriate users to increase visibility and accountability for critical items.
- Lab & Test Management: Control the entire process, from order entry to result notification, with post-encounter work queues to prevent tasks from slipping through the cracks.
- Referral Management/Messaging Capabilities: Efficiently process referrals through a secure exchange of patient information using the Direct Trust network and Secure Direct Messaging and configurable workflows.
- Quality/Care Gap Management: Support improve quality of care through automated prompts that address gaps based on patient demographics and conditions.
- Patient Portal: Securely communicate with patients, post lab and test results and share patient education and provide them with a comprehensive view of their health information.
- Integrated E-Prescribe: Streamline electronic prescriptions, automatically enforce safety regulations for drug interactions and allergies, and maintain an accurate medication list.
Connect & Interoperability
Quickly and easily facilitate secure and compliant data exchange with other Health IT systems using HL7 and FHIR.
- Secure Direct Messaging: Securely exchange patient health information with other providers with a healthcare specific secure address.
- Legacy EHR/PM Data Migration: Data-level extraction through the CCD format (i.e., med list, allergy list, patient demographics, etc.) and scanned document imports (i.e., progress notes, op reports, etc.) presented in a logical and segmented i3 chart for quick, easy access to historical data.
- Ongoing Integrations: Streamline operations and enhance care by securely sharing data with external health IT systems to support lab orders/results, hospital integrations, etc.

Scheduling
Streamline front-desk operations with modern tools to manage appointment-setting tasks.
- Appointment Reminders Send email and/or text reminders with add-to-calendar links and/or request for more appointment information. Configurable by visit type to ensure new patients arrive a bit early.
- Appointment Quick Links: Quickly and easily perform a host of appointment-related actions – i.e., check-in, work-in, reschedule, confirm, or cancel – with a single click.
- Appointment Templates: Craft unique and flexible schedule templates by provider, resource and appointment type.
- Schedule Views and Functions: View five (5) days at a time for a single provider/resource or for multiple providers/resources. Easily search for a patient to add to the schedule or search for the first available appointment by visit type, provider or resource, location, etc.
- Clinic Status View: In addition to traditional views, view the full clinic schedule by status (i.e., patients pending check-in, in clinic, awaiting checkout, checked out, etc.) Enhance efficiency by including views of charge capture, patient payments, appointment cards, and other functions during checkout.

Patient Notification & Registration
Automatically send notifications and electronically collect patient information pre-visit.
- Online Registration: Allow patients to provide all necessary registration details – such as demographics and insurance information – before their visit or in the waiting room using a kiosk, clinic-provided tablet or their own device. Drop the pens and clipboards while reducing wait times.
- Forms, Consents, and Screenings: Transition all patient documentation online – including necessary details about the patient’s care team. Streamline data collection and reduce visit durations by using online consent forms for agreements like HIPAA compliance and automating required screenings like the PHQ-9.
- Text/Email Notifications: Replace voicemail with secure chat messaging, saving staff time and enhancing patient satisfaction. The comprehensive portal integrates with i3 EHR to give patients access to their medical and administrative data, facilitating better care coordination and keeping them informed about their care journey.
Patient Portal
Provide secure information access to support care delivery throughout the care continuum.
- Information Access: Encourage more engaged patients by putting all their clinical and administrative information at their fingertips, securely accessed via computer, laptop, tablet or phone.
- Secure Messaging: Send patients messages about upcoming appointments, balances due, medications, orders, and referrals and stop playing voicemail tag.
- Clinical Education: Post educational materials or industry information manually or share links directly from the Encounter in i3 EHR.
- Support Care Continuity: Make full patient records available to patients when and where they need it so that patients may view, download and transmit their full medical record (in industry standard format) to streamline continuity of care. (Requires i3 EHR).
