PracticeForceOne owns the clinic workflow from first patient contact through final payment. Here's everything each module does.
Source records own workflow state — the board reflects the truth, never a separate manual copy of it.
| Domain | Current feature scope |
|---|---|
| Patient access | Portal registration, clinic selection, email confirmation, portal check-in, kiosk/iPad code flow, Dynamic Forms, patient-safe instructions |
| Portal Users | Registration review, portal user review, check-in review, submitted forms, insurance/card evidence, medication evidence, chart creation & linking |
| Patient Chart | Demographics, contacts, insurance, Medicare, card images, portal evidence, medications, allergies, problems, documents, forms, encounters, chart review |
| Insurance | Medicare, primary, secondary, payer lookup, Other-payer entry, payer creation, Use Medicare, subscriber fields, verification workflow |
| Medication | RxNorm-backed search, code/name/synonym/description matching, contains & all-token matching, multiple matches, add/edit/reconcile |
| Calendar | Provider availability, full-day 15-minute slots, openings, create/modify appointment, save changes, Kanban return focus |
| Kanban | Source-record patient-to-payment board with front-desk, clinical, provider, coding, billing, follow-up, blocked & owner views |
| Encounter | Rooming, intake, provider documentation, save/draft, portal import, ready-to-sign, sign, undo-sign, corrected/superseded, coding handoff |
| Charge Review | ICD/CPT/HCPCS lookup, description search, multiple matches, NCCI, MUE, charge optimization, ready-to-claim |
| RCM | Claims, scrub, EDI/mock clearinghouse, payer response, payments/ERA, secondary billing, denials, appeals, A/R, patient balance |
| Clinical follow-up | Care-plan-lite tasks, order/result/procedure readiness, due dates, assignees, complete/cancel actions |
| Admin & security | Organizations, practices, users, providers, payers, settings, logs, audit, idle timeout, JWT, PHI controls, tenant isolation |
Kanban cards reflect real source records. The board never becomes a separate manual truth that drifts from reality.
Portal submissions stay patient-submitted evidence until reviewed, imported, linked, or promoted by staff.
Scheduling ≠ arrival. Arrival ≠ rooming. Rooming ≠ documentation. Unsigned docs ≠ coding readiness. Every state is earned.
Insurance, Medicare, medication evidence, and portal forms remain visible to staff until reviewed and acted on.
Portal review, chart review, scheduling, daily work, documentation, coding, and billing each have a purpose-built surface.
Every read and write is scoped to the practice or org. Complete data separation across practices, always.
Book a walkthrough and we'll show you the full patient-to-payment workflow with your own scenarios.