Scheduling & Intake

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Personalize. Prioritize. Prosper. 
Simplify your access to the front office support and communication tools that you use the most. It’s easy to fully customize your workflow within our system so that it feels familiar and easy to navigate. You decide which details matter, so you can access, track, and update your most frequently used information. Prioritize the most relevant details, keep team communications consistent, schedule smoothly, and empower the day-to-day. Information is power, and that power is in your hands.

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key strengths


Streamline your workflows

Give your front office intelligent tools for streamlining workflows, scheduling with confidence, and optimizing one of your most valuable assets – time. Help them save time and optimize resources by alerting them to potential scheduling issues in real-time. They’ll be able to create corrections right inside your existing workflows. Greater efficiency and productivity will have a permanent place on your calendar. 


Scheduling Simplified

Create, transfer, and reassign appointments and quickly update appointment status. Schedule client facing or staff only billable and non-billable activities at the group or individual level. Block time on staff schedules for administrative work, meetings, and assign shifts to staff members across facilities. Individual view and front desk view allow you to provide team members with a global view of peer schedules.


Staff Shift Information.

Easily identify the right provider by specialty and availability to make it easier for front desk staff members to schedule new appointments and match clients with the right provider by payer for more reimbursable claims.


Claim Engine.

When appointments are marked as “Kept” by clinicians, that data automatically populates information needed to generate a clean claim.


Total control with 100% configurable client profiles.  

All fields within your client profiles are fully customizable and configurable, including the ability to view historical data and updates in real time.  


Use preset fields or choose your own.  

When you establish your access page, you’re never stuck with the defaults. From day one, you can create fields that suit the individual needs of your clients and your workflow, including outcome tracking. We also provide several helpful preset client fields, such as:

  • Address
  • Parent/Guardian Information
  • Referral Source
  • Educational/Vocational/Military History
  • PCP
  • Date of birth
  • Gender
  • Height
  • Weight
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I think it is true to its reporting ability and the capability to report on various items whether it is demographic information utilization, or productivity reports, things of that nature, it makes it easy to use. It helps us monitor the things we are doing on a larger scale.

Michael Burt
McClendon Center 

Customer Benefits

Listening to our community 

We value the voices of our customers—and we pay close attention when those voices interact. Our customers gather inside an active community devoted to proactively improving the Qualifacts experience. By stimulating dialogue, collaborating online, and leading structured group meetings, this community functions as a frontline advisory board that helps us steer how innovation unfolds within our suite of solutions. We are grateful for their passion and participation, and we are always listening. 

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Getting Started

  • Solution Icon Solution Icon Implementation

    Our established implementation methodology, led by subject matter experts and experienced project managers, will support your EHR implementation. We work with you to migrate legacy data, configure the software to unique workflows, build standard and custom reports, and test the system before it goes live.

  • Solution Icon Solution Icon Integrations and Interoperability
    Integrations and Interoperability

    Our experienced integration team works with you to build easy access to the data your teams need, so people across your organization can see it, analyze it, track it, and report on it.

  • Solution Icon Solution Icon Support and Training
    Support and Training

    As your organization grows post-implementation, support the onboarding of staff with our extensive training resources, including videos and webinars, and our training certification classes. Our experienced customer support team, staffed with subject matter experts, always puts you first.

  • Solution Icon Solution Icon Qualifacts Community
    Qualifacts Community

    Whether you participate in a state user group, or join national discussion groups, including clinical users, and CCBHCs, the Qualifacts Community offers online peer leadership. Our forum provides a place to trade best practices, work collaboratively through challenges, and contribute suggestions for upgrades and improvements.


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Trade in complexity for something truly empowering.