The All-In-One Patient
Experience Suite

Goodbye, tedious tasks. Hello, happier patients and staff.

Promptly supercharges your existing practice management system, making repetitive tasks and patient touchpoints quicker, easier, and better for everyone.

We automate the stuff that takes up way too much time—appointment scheduling, patient reminders, payment processing—so people can do the people stuff: connecting with each other.

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A smiling primary care provider
Patient engagement software
built for
ophthalmology
optometry
dermatology
orthopedics
urology
dental
ENT
gastroenterology
otolaryngology

Fill schedules

Fill
schedules

Connect with patients at multiple touchpoints—online scheduling, reminders, waitlist, digital intake, reactivation, recall—to enhance their experience and keep your schedules full.

But don’t take our word for it:

A 15-provider private-equity owned retina practice in Colorado reduced no-shows by 68% (from 16% to 5%) by using Promptly's scheduling, reminder, and waitlist solutions.

Automate workflows

Automate
workflows

Automate time-consuming tasks and workflows so your practice can run smoothly, support staff better, and focus on providing quality care.

Your team will thank you:

On average, Promptly helps practices save more than 1,700 hours per year in staff workflow.

Consolidate systems

Consolidate
systems

Stop juggling fragmented systems, paying for multiple services, and training team members on conflicting processes.

No, really:

Many practices that choose Promptly are able to consolidate three or more software platforms into our all-in-one suite. Midstate Skin Institute replaced five separate solutions with Promptly.

Rev up revenue growth

Rev up revenue
growth

Save money on billing while collecting payments quickly and easily. Patients pay the way they prefer, and you’re not stuck waiting. (Now, that’s a win-win.)

Still skeptical? Facts don’t lie:

Sight Growth Partners collected over $4M in outstanding balances in 12 months using Promptly's text-to-pay, custom balance alert, and easy payment systems.

Patient engagement software both staff and patients will love*

Let’s be real, patient experiences often fall short—for both the practice and the patient. Promptly layers onto your project management and electronic health record systems to simplify interactions from both sides.

*Ok, maybe "love" is a strong word, but "breathe a sigh of relief every time they use it thanks to how simple and convenient it is" was too long to put for a catchy header.

See features
A woman getting her blood pressure taken by a provider
A happy woman looking up from her tablet

The patient
journey

Before visit

  • Schedule appointment online, on their own time—even if they’re a first-time patient

  • Instantly receive custom communication upon booking, including intake forms and education links

  • Receive appointment reminders and education via text, call, and email

  • Get pre-approval for patient financing and insurance eligibility

  • Access automated waitlist options for seeing the doctor sooner

During visit

  • Receive notifications when to leave for the appointment based on current traffic patterns, plus get instant directions if at the wrong address

  • Check in digitally on the patient’s phone

  • Get real-time accurate cost estimates, from co-pays and out-of-pocket costs to remaining annual deductibles

After visit

  • Pay in person, online, or via text with no surprise charges—and no need to log in

  • Receive visit notes and follow-up guidance

  • Receive educational materials and recall messages

  • Be reminded of overdue appointments and new visit options

  • Instant messaging if you forget or no-show an appointment

  • Two-way text to securely message with the practice

A calm, pleasant doctor.

The staff
journey

Before visit

  • Minimize scheduling back and forth with automated waitlists, online scheduling, and smart scheduling tools (like an appointment request decision tree)

  • Launch automated message series for appointment confirmations and reminders

  • Receive e-sign intake forms for efficient, contactless intake

  • Run real-time insurance eligibility checks to get accurate details about patient co-pay, pre-authorization, deductibles, in-network status, and more

During visit

  • Reduce need for multiple logins across multiple platforms to facilitate patient visits

  • Easily text patients if they’re running behind

  • Avoid patient frustration and surprise costs by calculating estimated patient costs

  • Give patients real-time information on remaining deductible amounts for informed decisions

After visit

  • Send automated payment invoices via email or text

  • Speed up patient collections, letting patients pay their way

  • Launch post-visit message series for increased follow-up engagement

  • Connect with patients between visits with automated recalls and educational outreach

A woman looking at her phone
Supercharge
communications

Versatile communication tools—personalized messaging series, two-way texting, recall, and reactivations—let you connect with patients before, during, and after visits in the way that works for them.

Happy woman using a tablet
Streamline
scheduling

Automatic schedulers and waitlists, appointment confirmations, reminders, and staff decision trees take the stress out of scheduling. (And keep you consistently booked.)

Man smiling looking at his phone
Simplify
collections

Powerful solutions, from identifying patient eligibility and insurance coverage to automatic payment posting and text-to-pay, make collecting payments a breeze.

Imagine needing support and getting it from a real human

(That's us)

Two women smiling, connecting over a computer

It’s not lip service—we walk the talk, building one-on-one relationships with our clients from onboarding to ongoing support. You’re not just numbers in a system; we’ll know you by name.

Meet the team

Real-time integrations with leading healthcare practice management and electronic health record systems

(and many more)

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.
CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD
CEO, Utah Eye Center

See how Promptly can work for you

Streamline your specialty practice with customizable patient experience software. (We can’t wait to blow your mind.)

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