Other features

Critical tasks have been automated including appointment reminders (pre-appointment and same day), past due notifications, patient monthly statements, payment declines and others. Other automated processes can be customized. For example, do you want to send a review message and link to every debond? Marshmallow can do that!

Large scale tasks like insurance filing, payment declines that require investigation, documents to be sent and appointment requests integrated with your practice website are all summarized in convenient queues with intuitive menus set up to guide the next steps.

Electronic signature documents add speed and efficiency to the administrative part of any practice. They can also be a risk management tool by ensuring that signed documents end up in a patient’s official record without hoping that manual processes are followed. Marshmallow offers a full range of features that allow you to create your own eSign documents or use the templates already included in the system.

Via our patient portal, patients can see their balances, appointment history, future appointment information and demographic information. They can make payments, change their autopayment information, request to reschedule appointments and contact the office with any other questions or concerns.

Patient tracker

Always know where your in-office patients are at any given time with completely customizable stations and time settings to let you know when a patient may be running behind schedule.