CERTIFY

CERTIFY Health

Claimed

Claimed

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Overview

CERTIFY Health nurtures a meaningful post-visit experience with automated feedback surveys, personalized educational follow-ups, and clinic visit summaries to strengthen patient retention. Although its broad operational scope may require thoughtful workflow configuration, connected patient-facing processes support smoother care journeys and drive lasting satisfaction across practices of all sizes.

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Starting Price
$300

per practice per month

CERTIFY Health Specifications

  • Appointment Management/Scheduling
  • e-Prescriptions
  • Lab Integration
  • Patient Portal

What Is CERTIFY Health?

CERTIFY Health is a healthcare operations platform that connects patient access, practice management, and revenue workflows alongside existing EMR, EHR, and practice management systems.

Built for ambulatory organizations, it unifies scheduling, digital intake, patient communication, payments, and insurance verification into a single operational platform. The system centralizes digital intake workflows, real-time insurance eligibility verification, and automated appointment reminders to streamline front-office operations.

By replacing manual paperwork with self-service digital check-in tools, the platform reduces administrative congestion and improves patient flow. Consequently, outpatient clinics and multi-specialty medical groups minimize check-in bottlenecks, reduce operational overhead, and maintain more consistent patient records and workflows.

What Is CERTIFY Health Best For?

CERTIFY Health is best known for its comprehensive CERTIFYPAY omnichannel payment gateway, which simplifies patient payment collections across multiple touchpoints. By offering flexible payment options such as point-of-sale terminals, SMS pay links, self-service kiosks, QR codes, email, and online payments, practices provide patients with convenient ways to pay before or after their visits. The secure, PCI DSS-compliant payment solution streamlines payment processing while supporting flexible payment experiences across clinical and digital channels.

How Much Does CERTIFY Health Cost?

CERTIFY Health pricing starts at $300/practice/month for its Patient Intake Platform plan. This plan includes digital intake forms, contactless check-in, ID and insurance capture, appointment reminders, EMR integration, and guided implementation support.

Besides that, it offers three additional modules that are as follows:

  • Patient Scheduling: $150/practice/month
  • Patient Communications: $150/practice/month
  • Revenue And Payments: $150/practice/month

The following price range is merely an estimate for budgeting purposes:

  • Implementation And System Configuration: $2,000–$10,000 — Includes EMR workflow configuration, practice setup, user provisioning, clinical workflow customization, and deployment support beyond standard implementation services
  • Data Migration And EMR Integration: $1,000–$15,000 — Covers transferring patient demographics, clinical records, insurance information, and other relevant data while connecting the platform with existing EMR or EHR systems
  • Clinical Templates And Workflow Customization: $500–$5,000 — May include configuring intake forms, clinical documentation templates, appointment workflows, and practice-specific processes
  • Advanced Reporting And Analytics: $1,000–$8,000/year — May cover enhanced dashboards, patient flow reporting, operational KPIs, revenue insights, and other advanced analytics capabilities
Request a personalized CERTIFY Health cost quote for your business.

Disclaimer: The pricing is subject to change.

CERTIFY Health Integrations

The software supports integration with multiple platforms, such as:

How Does CERTIFY Health Work?

Here is how you can get started with the software after logging in:

  • Access the central dashboard to review daily patient schedules and check-in statuses
  • Configure digital intake forms to collect patient demographic and clinical information
  • Verify patient insurance eligibility before appointments to reduce registration delays
  • Set up SMS and email communication campaigns for appointment reminders and patient engagement
  • Deploy self-service kiosk check-in workflows to streamline patient arrivals and reduce front-desk workload
  • Manage patient communications through reminders, secure messaging, and outreach campaigns
  • Monitor payment activity across online, mobile, kiosk, and point-of-sale channels
Book a free CERTIFY Health demo to learn more about its functionalities.

Who Is CERTIFY Health For?

CERTIFY Health software is ideal for a range of healthcare specialties and ambulatory care organizations, including:

  • Dental/DSOs
  • Dermatology
  • Urgent care
  • Vision care
  • Women's health
  • Functional medicine
  • Physical therapy
  • Ambulatory surgery centers

CERTIFY Health Use Cases

Based on our analysis of product capabilities, we have identified key operational environments where this software delivers substantial business value:

1. Multi-location Medical Groups Managing Fragmented Patient Communication

Medical groups operating across multiple locations often struggle to keep patients informed when appointment reminders and follow-up communications rely on disconnected systems or manual outreach. CERTIFY Health centralizes patient communication through automated SMS and email reminders, outreach campaigns, and digital messaging workflows. These tools help staff deliver consistent appointment notifications and follow-up communications while reducing missed appointments and administrative effort across every practice location.

2. Specialty Practices Struggling With Unreconciled Patient Payments

Specialty practices frequently encounter delays in collecting patient balances when payment options are limited to in-person transactions or manual billing processes. CERTIFY Health's CERTIFYPAY gateway supports omnichannel payments through point-of-sale terminals, SMS pay links, email, kiosks, QR codes, and online payment portals. By offering multiple secure payment channels before or after appointments, practices simplify patient payments and streamline collection workflows.

3. High-Volume Outpatient Clinics Addressing Schedule Gaps And No-Shows

Unfilled appointment slots caused by last-minute cancellations reduce provider utilization and create avoidable scheduling gaps. CERTIFY Health's waitlist automation helps clinics notify eligible patients about newly available appointment times, allowing canceled slots to be filled more efficiently. Combined with self-scheduling and automated appointment reminders, these workflows help maintain fuller schedules while reducing manual coordination by front-desk staff.

4. Healthcare Facilities Experiencing Unclear Post-Visit Care Transition

Healthcare facilities without structured post-visit communication may find it difficult to keep patients informed about follow-up instructions, billing information, or ongoing care plans. CERTIFY Health automates post-visit engagement by sending digital visit summaries, educational materials, billing communications, and patient satisfaction surveys. These workflows help practices maintain consistent communication after appointments while gathering feedback to support continuous service improvements.

Is CERTIFY Health Right For You?

Manual patient intake and disconnected check-in workflows create severe front-desk congestion that delays patient care. CERTIFY Health resolves this bottleneck by unifying self-service kiosk check-in, real-time insurance validation, and digital pre-registration onto a single automated platform.

By streamlining patient onboarding, practices accelerate patient throughput, eliminate manual administrative data re-entry, and capture clear clinical records before every visit.

Certified with AICPA SOC 2 and GDPR compliance standards, and trusted by medical organizations like AuraSmile Dental, this solution optimizes administrative efficiency.

Still not sure about the software? Contact our support team at (661) 384-7070 for further guidance regarding CERTIFY Health features and more.

CERTIFY Health Features

Self-Service Kiosk

CERTIFY Health's self-service kiosk reduces front desk workload by guiding patients through check-in, identification scanning, consent forms, and payments. Patients can complete routine steps independently, while staff gain clearer visibility into readiness. The workflow reduces paper handling and repeated data entry, helping practices optimize patient throughput effortlessly.

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Encounter Summary

Encounter Summary Tools record patient vitals, active problem lists, and known allergies within one clinical interface. Direct device auto-syncing updates patient charts without manual intervention, while trends across encounters provide additional clinical context. Furthermore, it sends timely alerts to providers flagging harmful drug interactions, which strengthens diagnostic precision and clinical documentation accuracy across multi-specialty care teams.

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Patient Intake Management

This compliance-driven module by CERTIFY Health software automates pre-registration workflows by capturing accurate demographic details, digital consents, and insurance documents before clinical appointments. Smart validation tools automatically verify entry accuracy to prevent claims processing errors. As a result, front-office personnel process patient arrivals quickly without tedious re-entry delays.

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Document Repository

Document repository tool is a centralized digital vault for storing consent forms, specialist referrals, and diagnostic test reports inside patient charts. Its role-based security permissions maintain strict data privacy compliance across departments. At the same time, the fully searchable tagging parameters enable clinical staff to locate critical patient documentation instantly during active care encounters.

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Monthly Revenue Reports

This feature consolidates month-level financial data, accounts receivable metrics, adjustments, and claims activity into role-based views. Its interactive drill-down capabilities allow finance teams to identify revenue leaks quickly and accelerate reconciliation workflows. Consequently, healthcare organizations streamline monthly closing processes while maintaining clear visibility into overall operational cash flow performance.

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Pros And Cons of CERTIFY Health

Pros

  • Automated SMS reminders reduce missed patient appointments

  • Behavior-based patient communication campaigns boost visit engagement

  • Real-time insurance eligibility verification prevents claim denials

Cons

  • Data export options feel overly restricted

  • Non-intuitive workflows reduce team efficiency

CERTIFY Health Pricing

Patient Intake Platform

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What's Included

  • Digital Intake Forms and Documentation

  • QR, Contactless and Manual Check-In

  • EMR Integration

  • Mobile and Email Intake Workflows

  • ID and Insurance Capture

  • Implementation and Support

  • Appt. Reminder Workflows

  • Front-Desk Staff Dashboard

Disclaimer: The pricing details were last updated on Aug 03, 2026 from the vendor's website. Please contact us for a tailored pricing list.

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Frequently Asked Questions

Does CERTIFY Health offer an API?

The vendor has not shared information regarding its API.

What other apps does CERTIFY Health integrate with?

CERTIFY Health integrates with more than 234 EHRs and EMRs, including Epic, Cerner, MEDITECH, NextGen, eClinicalWorks, and other healthcare systems.

What language does CERTIFY Health support?

CERTIFY Health is primarily available in English but provides multilingual support to improve service delivery standards.

Does CERTIFY Health have a mobile app?

Yes, CERTIFY Health offers a mobile check-in app called CERTIFY Care compatible with iOS and Android devices.

Who are the typical users of CERTIFY Health?

Typical users include ambulatory and physician groups, dental organizations, dermatology practices, urgent care providers, vision care organizations, and specialty clinics.

What types of pricing plans does CERTIFY Health offer?

CERTIFY Health offers modular pricing for its Patient Intake Platform that starts at $300/practice/month. Request a personalized CERTIFY Health price quote for your business.

What level of support does CERTIFY Health offer?

It provides support via phone, email, and contact form.