RSI Brand logo
Platform Overview

Connect and optimize your entire patient journey based on patient experience and revenue

RSI connects patient source, communication, scheduling, and workflows across all your departments and systems so you can see exactly where the experience breaks down and improve patient lifetime value. Every department, every journey!

Full visibility across every patient touchpoint
Automation that cuts manual work across every team
Revenue intelligence that shows you exactly where to act
Referring Provider Dashboard
Consumer Messages
Patient Relationship Dashboard
Workflows
The platform
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RSI Brand logo

RSI brings together 8 core solutions that connect every part of your practice, from patient acquisition to revenue collection

Each module works off the same data foundation, so your teams can see what’s happening, take action, and continuously improve performance.

What's Inside
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Solution 01

Healthcare Analytics Platform

See a complete, real-time view of your practice across systems, locations, teams, and operational workflows.

Make faster decisions with more confidence
Connect visibility across departments
Identify operational issues earlier
Corporate KPI dashboard showing consult trends, charges by provider, surgery volume, and revenue breakdowns by procedure type, location, marketing channel, and referring provider.Red grow gradient
RSI appointment finder showing available time slots by provider alongside a patient text conversation with insurance card submission.Red grow gradient
Solution 02

Patient Scheduling and Engagement Software

Track how patients move from first inquiry through scheduling, visits, and payment with connected visibility across the entire journey.

Identify where patient drop-offs happen
Improve patient experience continuity
Capture more revenue opportunities
Solution 03

Healthcare Contact Center Software

Manage every patient conversation from one connected workspace.

Bring patient communications, scheduling, payments, and records together in one Smart Inbox so your team can respond faster and work more efficiently.

Improve response times and scheduling efficiency
Reduce manual work across teams
Deliver a better patient experience
RSI appointment finder and patient inbox alongside a user activity report showing 164,039 leads managed and team performance metrics.Red grow gradient
RSI module dashboardRed grow gradient
Solution 04

Healthcare CRM & Patient Relationship Management

Automate follow-ups, scheduling, reminders, and recall workflows based on real patient activity across your systems.

Keep patients moving through the system
Reduce missed opportunities and follow-ups
Improve engagement without adding workload
Solution 05

Care Coordination Software & Clinical Workflow Automation

Connect and automate every step of the patient journey.

RSI automates clinical workflows, patient communication, and staff tasks to keep patients moving forward while reducing manual work across your practice

Eliminate manual handoffs and disconnected workflows
Improve patient journey completion and care coordination
Reduce administrative burden across clinical teams
RSI CRM surgery list for the next 7 days alongside a patient to-do list showing workflow stages from pre-scheduling through surgery completion.Red grow gradient
RSI module dashboardRed grow gradient
Solution 06

Revenue Cycle Management & Patient Payment Software

Connect front-end patient activity to billing and collections with visibility across the entire revenue cycle.

Identify gaps impacting revenue performance
Improve collections and financial visibility
Reduce revenue leakage across workflows
Solution 7

Referral Management Platform

Integrate and automate practice-to-practice communication, patient statuses, and referral workflows across your network.

Understand which relationships drive value
Identify growth opportunities across your network
Improve referral coordination at scale
Referring provider dashboard showing referred patients, cohort revenue, and patient trends alongside RSI CRM inbox and a referral fax cover sheet.Red grow gradient
Unhappy patient outreach list alongside patient relationship dashboard showing 85% satisfaction score, survey results, and satisfaction by location.Red grow gradient
Solution 08

Patient Experience Hub

Turn patient feedback into measurable improvement.

Capture reviews, surveys, and patient feedback in one platform, then automatically route insights to the right teams so issues are resolved, experiences improve, and your reputation grows.

Increase review volume and online ratings
Identify and address patient experience issues faster
Track satisfaction trends by location, provider, and procedure
Patient Journey
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One platform. Every team. End-to-end intelligence and automation.

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Corporate alignment

Practice-wide visibility and performance management.

RSI capability:
Intelligence / reporting
Cross-department visibility
KPI tracking
Make faster, data-driven decisions across your organization
Goal:

Align the entire organization around patient experience and revenue performance

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Generate demand

Departments:
User id verification
Referring provider management
marketin/promotion
Marketing
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Patient experience
RSI capability:
Patient source tracking
Lead and patient education
Referring provider management
Patient recall optimization
Goal:

Transparent and objective marketing ROI optimization

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Protect revenue

Departments:
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Patient scheduling/contact center
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Clinical operations
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Provider utilization
RSI capability:
Unified patient profile (CRM)
Connected workflows
Automated patient communication
Goal:

Improve conversion, scheduling, care progression, and utilization

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Revenue optimization

Departments:
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Revenue cycle management (RCM)
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Patient experience
RSI capability:
RCM workflows
CRM payments collection
Outstanding balance collection
Experience management
Goal:

Reduce leakage and maximize collected revenue

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Why RSI
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What makes RSI different

Native healthcare CRM, no code, no developers, no consultants. End-to-End Patient Journey Optimization

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Platform
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Core platform Focus
Patient Relationship & Revenue Intelligence
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Data Foundation
Healthcare native, built on $3B+ in specialty practice data
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Patient Profile / CRM
Healthcare native, full communication & PM integration
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Patient Journey Automation
Pre-built, specialty-specific clinical workflows, fully customizable
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Implementation & Time to Value
Unified data by Day 30, ROI by Day 120
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Revenue Attribution
Full source-to-revenue, ad click to final payment
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Ad Tech Stack
Online scheduling, native patient communication, paid media integrations & auto optimization
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HIPAA & Security
HIPAA-native core architecture
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PM / EMR Integration
Deep, bi-directional integration
VS
A typical CRM
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Core platform Focus
Generic B2B/B2C sales & service, not built for healthcare
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Data Foundation
Zero out-of-the-box healthcare data
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Unified Patient Profile / CRM
Lead management only, requires custom build for healthcare use
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Patient Journey Automation
Generic sales workflows, needs consultants or extra dev hours to adapt
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Implementation & Time to Value
6–12+ months, typically requires expensive 3rd-party consultants & developers
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Revenue Attribution
Lead-to-opportunity only, no full payment tracking
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Ad Tech Stack
Requires consultants & developers, typically only 1–2 point solutions
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HIPAA & Security
Adapted via 3rd-party add-ons, major PHI storage restrictions
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PM / EMR Integration
Requires custom build or middleware
Integrations Powering Your Intelligence
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Simplify, connect, and AI enable your entire IT ecosystem

RSI integrates with the systems your practice already relies on, connecting data and automation across your entire technology stack.

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Practice Managment / EMR

See how patient activity in your EHR translates directly into revenue.

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Phone, Text, & Fax

Know which conversations lead to appointments and which ones need follow-up.

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Marketing

See which channels drive revenue, not just leads or clicks.

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Email

Keep every patient interaction connected so nothing falls through the cracks.

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Billing & Payments

See what's collected, what's outstanding, and where revenue is delayed.

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Data

Know which referral relationships actually drive growth.

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Data Foundation
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Your data foundation, built to move fast

RSI brings specialty practice data into one unified system, so your team can stop piecing things together and start making decisions.

$3B+
Specialty practice data
30-60
Days to value