Modernize your processes while keeping compliant.
If you work in a healthcare company, you’ve probably battled with old-school Electronic Health Records like Epic, torn your hair out trying to get reporting out of Kareo (now Tebra), or wished you had a more centralized patient overview than what tools like Luma can offer.
Spending time on manual processes doesn’t make workflows more diligent; it slows operations and increases room for error. At the same time, vital financial and operational data often lives in fragmented systems, making it hard to track margins, monitor compliance, or make confident decisions. This fragmentation can even put organizations at risk of falling short of HIPAA and other data protection standards.
Why build healthcare apps in Retool?
Healthcare staff typically use 6-12 different apps daily. Surely that’s pretty inefficient, right? Creating a custom app in Retool can bring all of these moving parts together into one cohesive environment. It can unify financial, operational, and patient-facing data into a single, secure interface, enabling healthcare teams to manage information efficiently while upholding compliance.
Where traditional app development can take months and years, Retool simplifies the repetitive parts, allowing developers to move much faster to build a product that is fully bespoke to your needs, and that scales.
Retool’s combination of pre-built elements and the full flexibility of code means you don’t face the same limitations as other low-code platforms, nor the rigidity of SaaS functionality. You can build tools that grow with you, without getting stumped by an inaccessible price tag or hitting the low-code ‘wall’.
Read our full What is Retool guide to learn more about the platform.
By centralizing workflows in Retool, you can: cut the MSO with more efficient back-office tools for your teams, and replace disconnected systems and manual processes with a streamlined, data-driven foundation that reinforces - not replaces - the human relationships at the heart of modern care.
Custom and compliant tools not only benefit healthcare providers, but also those working in pharmaceuticals, insurance, and start-ups innovating in the healthcare space.
Bold Tech’s Healthcare Template
At Bold Tech, we understand the key challenges faced by modern healthcare companies. We’ve worked with Pharmaceutical companies like Vial and healthcare innovators like Oxeon to build their back-office apps, so we’ve seen first-hand what a difference better internal tools can make.
In our healthcare UI template, we show how quickly you can build internal tools like:
- Practice management dashboards that centralize information and automate repetitive tasks, so your team can work with focus and productivity.
- Patient outreach apps which enable you to manage efficient, proactive, and responsive patient engagement.
- Call scripts apps to guarantee consistent and thorough interactions with patients, which also follow regulatory and compliance rules.
- Financial dashboard and analytics to make sure you’re staying on top of, and acting on, relevant data, ensuring data-driven decisions.
Video of Bold Tech Healthcare App Template
Building a UI from scratch can seem daunting, so this template gives you a practical starting point. You can download it today and get started immediately on Retool’s free plan.
From there, you can wire this up to your data sources, use JavaScript to build in your custom business logic, and get started right away.
Or reach out to us for personalized advice and development support by filling out the form below.
The Bold Tech template is crafted by our in-house developers, and it’s free to download if you’ve subscribed to our newsletter. If you want to skip straight to downloading the template, go right to the bottom of this article.
Practice management dashboard
Responding to patient needs requires two things: straightforward access to patient data and the ability to act on this information appropriately. The EHRs you might be using currently - like Epic or Cerner (now Oracle) - are typically clunky, with outdated UX, poor interoperability, and data trapped in silos.
With a practice management dashboard that centralizes patient information and actions all in one app, you can promptly and appropriately respond to patient needs. Manual work can be reduced and repetitive tasks automated by all the relevant information being made available from one primary source. What’s more, you can design an app your staff actually wants to use every day.
Patient outreach app
You might be using patient engagement tools like Luma or Klara, which often have limited customization, a fragmented view of the patient, and no centralized dashboard. Creating a custom patient outreach app can address all of these challenges.
A bespoke patient outreach app facilitates better relationships between your team and its clients. You can build personalized workflows that reduce inconsistency and haphazard approaches to customer care, and instead, through better automations, allow you to strategically manage patient engagement and free up your team to focus on the human, personal aspect of their job.
As well as maintaining existing client relationships, you can build new, efficient workflows for outreach campaigns to grow your patient/client base, all completely unique to the way you and your business operate.
Call scripts app
When you’ve got a lot on your plate - and a lot of clients on your roster - planning for new patient outreach campaigns can be an unnecessary burden that takes away from the energy you’re able to dedicate to your other patients. In a custom app, you can simplify client communication through built-in scripts, direct call options, and outreach.
AI options also help to improve the productivity and efficiency of your teams. And all of this is delivered with data regulation in mind; out-of-the-box security features and high compliance is possible for sensitive data.
What’s more, the call scripts app can be combined with your patient data and outreach apps so that workflows are seamless and you can investigate issues live on call to deliver the most responsive care possible.
Ultimately, a well-designed Call Script App can enable medical professionals to focus on the most important part of their role, and the part that technology can’t mimic: human relationships with patients.
Financial dashboards and analytics
You need to focus on what you do best, but you can’t lose sight of the financial aspects. Many smaller practices are unaware of their profits and losses, but integrated tools can do the hard work for you so you stay in the green. Rather than relying on external data tools, which can necessitate a heavy reliance on IT teams and a confusing combination of sources - such as Tableau, Power BI, or Snowflake- integrate and centralize your data using a financial dashboard.
Beyond the instant headlines provided by a financial dashboard, access to financial data and analytics all in one place helps with taxes and accounting, and allows for data-driven decisions. What’s more, your financial dashboard can be directly plugged into management data to react quickly to pressing issues, while also providing the information you need to plan with a longer, strategic view.
You can afford to be ambitious with your strategy when you’re empowered with the right information, and when you’re able to provide the right people with this information; with a financial dashboard, you can export data into whatever formats are needed to make it digestible for stakeholders.
Retool UI highlights and inspiration
Here are some highlights of this healthcare UI that you can implement in your Retool apps.
A dashboard that makes sense
To battle the challenge of disparate and difficult-to-read data, in our template, you can instantly see key data and get immediate oversight on business performance and customer satisfaction, and patient statistics, using color design to help give an instant understanding.
With the notifications panel on the right-hand side, you’re also less likely to miss pressing issues:
As a manager, you can obtain and interpret data efficiently and zoom in on priority actions, as well as enable your team to work more productively and independently through custom software, which provides them with only the tailored information they need to know.
Focussed patient engagement
Our template has an optimized UI for understanding large amounts of data and stats easily (great for insurance or pharmaceutical companies performing outreach), as well as boasting a user-friendliness which can simplify seemingly complex workflows, enabling you to build something that works for your team and doesn’t require extensive training to understand:
For that one-on-one communication, which remains at the heart of what medical professionals do, we’ve added action buttons to call or email immediately, rather than you having to fumble around to find the correct contact details and the key points concerning a particular patient’s profile. Plus, it reduces the risk of missed follow-up calls or high-risk cases slipping through the net.
Rather than needing to access an external application to communicate with clients, communication can be actioned from within the same app; you can easily connect email and phone, or whatever app you use to communicate, and add to a dashboard.
Call scripts and other automated features
In our template, the ‘Cold Outreach Queue’ shows you upcoming calls, and provides you with all the information you need in advance of making the call; information about last contact, context on patient activity and the level of priority. On the right-hand side, you can prepare your call script, either using AI or a pre-made script, as well as actually make the phone call from within the app:
The AI script generator allows you to craft a script appropriate to your needs, taking into account ‘Patient Type’, ‘Call Outcome’ and ‘Tone’, meaning you can enter the call with confidence and clear goals, and facilitate a productive and efficient conversation.
Financial analytics that you can easily read and action
The user-friendly and easy-to-read panels at the top of the financial dashboard in our template mean that you never miss the headlines or get so bogged down in the details (or simply sourcing the information) that you miss the bigger picture that’s essential for acting strategically. For more detailed breakdowns, our template provides insights into more particular areas, including Revenue Streams, Operating Expenses, and Cash Flow Analysis:
You can provide instant snapshots into important areas of your company’s operations, including monthly revenue, insurance collections, and revenue per patient, as well as giving an overview of profit and loss, and cash flow analysis - this gives you immediate and global data insights so that you don’t get so bogged down in details that you miss the wider picture. You can also build in more detailed insights into particular areas, including Revenue Streams, Operating Expenses, and Cash Flow Analysis.
Want to learn more about internal tools and how to build them? Check out our sections on low-code tools like Notion and Airtable, or developer tools like Retool and Windmill.
