Admin Dashboard
Provides administrative tools for managing users, organizations, billing, and system settings. Enables superusers to oversee and configure core aspects of the Cori system.
Billing & Subscription Management
Allows users to manage subscriptions, view billing summaries, handle invoices, and update payment methods. Integrates with Stripe for seamless subscription and payment processing.
Calendar & Scheduling
Supports calendar-based scheduling for appointments and events. Users can view, create, and manage calendar entries within the app.
Capacity Management
Tracks and manages organizational or practitioner capacity, helping teams allocate resources and schedule efficiently.
Client Management
Centralizes client records, including demographic data and engagement history. Facilitates adding, editing, and searching for clients.
Communication Center
Enables secure messaging and communication between users, clients, and staff. Supports threaded conversations and notifications.
Consent Management
Manages client consent forms and agreements. Users can view, request, and record consent status for compliance.
CoriCode (Code System & Lookup)
Provides a searchable system for codes (e.g., diagnostic, billing, or custom codes). Users can look up, select, and manage codes relevant to their workflows.
Cori Plans
Allows creation and management of care plans or service plans for clients. Supports plan templates and progress tracking.
Eligibility Checks
Facilitates insurance eligibility verification for clients. Integrates with clearinghouses and provides persistent storage and audit trails for eligibility results.
Epic Integration
Offers integration points with Epic EHR systems. Enables data exchange, appointment sync, and workflow bridging between Cori and Epic.
Helpdesk & Support
Provides access to helpdesk resources and support tickets. Users can submit issues and track their resolution status.
Invitations
Handles user invitations and lets users search for organizations to join or collaborate with.
Messaging & Notifications
Centralizes user notifications and direct messages. Ensures important events and communications are surfaced to users promptly.
Practitioner & Staff Management
Enables management of practitioner and staff profiles, roles, and permissions. Supports onboarding, role assignment, and status tracking.
Questionnaire Engine
Lets users create, distribute, and collect responses to custom questionnaires and forms. Supports different question types and response analytics.
Organization Search
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Settings & User Preferences
Allows users to configure personal and organizational settings, including notification preferences, profile details, and system options.
Video Call & Telehealth
Enables secure video calling and telehealth sessions between practitioners and clients, with scheduling and notification integration.
Workflow Management
Supports the creation, assignment, and tracking of workflows and tasks. Helps teams coordinate processes and ensure accountability.