Many businesses are looking for options on how to turn their operations into paperless solutions. Going paperless saves space and ensures that your client or patient information is stored safely. This ensures that you remain POPI compliant.
So let’s delve in and take an in-depth look at both software offers.
Bookem Paperless Business Solution.
Online booking platform::
With Bookem you have a personalized link that you can embed in your website or social media that will allow clients to book appointments online. This is a time saver and means that your admin team does not have to spend time making appointments.
You can set your hours, set maximum and minimum booking times before an appointment to ensure that you have time between sessions. You can take booking requests or have automatic confirmations.
Appointment reminders ::
Appointment confirmations, surveys or follow-up notifications are easy to create or customise. You’re in complete control of the tone and nature of your automated communications – SMS and/or email.
Invoicing ::
Bookem knows who is being invoiced and can also know why, so invoices get sensibly populated with information that usually takes unnecessary time or effort, such as date of birth or medical aid details.
Online Payments ::
Let clients book and pay online for instant confirmation upon payment.
Or invoice at any stage after a booking is made and let clients pay online directly from their invoices or online payment links; payments are reconciled automatically.
Bookem supports SnapScan, Payfast and PayPal payments with automatic payment allocations.
Two-way communication ::
Clients can reply to automated messages such as SMS or email reminders or confirmations. You can again reply to these messages or send manual messages. This can be useful for last-minute comms before an appointment, such as a quick note to say that appointments are running 10 minutes late.
All outgoing and incoming messages are stored against a client’s profile in their Messages tab.
IsoEvolve Paperless Business Solution
Online booking platform::
IsoEvolve offers a unique link that can be added to your website or social media to allow clients to book their own appointments. This is a time saver and means that your admin team does not have to spend time making appointments.
You have the ability to set maximum and minimum appointments for the day, as well as wait times between appointments. The ability to set personal appointments so that you can manage your diary from one application.
Appointment Reminders::
IsoEvolve will send automated appointment reminders to clients 24 hours before the appointment. This helps to reduce the number of missed appointments. Reminders can be sent via email or SMS or both.
Invoicing ::
Invoices can be generated directly from the appointment. This way invoices get sensibly populated with information that usually takes unnecessary time or effort, such as date of birth or medical aid details. As the invoices are generated from the appointment IsoEvolve knows what codes need to be invoiced based on the therapy type selected for the appointment.
Two-way communication ::
Clients can reply to automated messages such as SMS or email reminders or confirmations. You can again reply to these messages or send manual messages. This can be useful for last-minute comms before an appointment, such as a quick note to say that appointments are running 10 minutes late.
All outgoing and incoming messages are stored against a client’s profile in their Messages tab.
Unpaid Account Management ::
IsoEvolve tracks all unpaid accounts and based on your settings will send automated notifications to clients regarding the status of their accounts. This saves yourself or your admin team a lot of time on the overdue account follow up process.
Intuitive Dashboards ::
You have live access to your dashboard which shows a variety of information that is vital to your business. With IsoEvolve at a quick glance you can see the total value of your bad debt book, value of invoices generated for the month, total appointments, total payments received as well as the number of new clients.
Conclusion
Both offerings have some great features and can be used for any size business to save time and paper. There are a lot of similarities and at the end of the day it will come down to your choice as to which would be a better fit for your business.
For more information on Bookem click here
For more information of IsoEvolve click here