If you have an efficient booking app, it brings your business to the 21st century. Nowadays, a website reservation system or a mobile booking app is a must-have for most industries.
Let’s look at the statistics
E-Travel industry grows by 7.5% every year. Accordingly to this fact, the researchers conclude that the market will reach $1.5B by 2023. In addition, the revenue share of sales channels of the global travel and tourism market will increase up to 72% by 2025. This includes only websites and applications for hotels and transportation. Other online scheduling software like appointment apps and scheduling websites are planned to see a similar boost.
More than 80% of bookings are made via mobile applications if are talking about travel booking. Because of that, mobile apps are the first choice for people to book tickets and organize the trip.
According to Statistic Brain Research Institute, every year people spend an average of $148 million on travel bookings online.
What is clear: this is a promising prospect for everyone that thinks about creation a booking website or app.
What are the benefits that can be delivered?
Gathering information on the clients—with the growing number of clients that like the idea of using online scheduling software, you have collecting data for personalization. It is a great opportunity to come up with special offers and increase sales.
Building the brand—booking is the first point of contact with your company and your chance to make a first good impression on the clients. If the service and online booking system are user-centricity and convenient in use, have high-quality standards and security, users will have positive feedbacks that increase the number of users and, consequently, promote your band.
Multiple revenue streams—with an online booking system, you can multiply profits via additional monetization models, such as income from fees, commissions, subscriptions, affiliate programs, ads, etc.
The article demonstrates a detailed guide on how to make a booking app that walks you through all of the essential points.
8 practices for your online booking system
Go through the following list of features to focus on some important aspects regarding how to make a booking website and app successfully. Choosing features that are essential not just for you but also for your customers is the next stage of the production cycle.
Convenient navigation, searching and reservation
User doesn’t like to waste time and wants to make a reservation, so your app should be as intelligible as possible. For better convenience, your app can also include a geolocation option, various spelling options and enable searches by different categories and filters. Good advice to eliminate zero search results by adding suggestions on locations, dates, services etc. – depends on your business.
User’s personal profile
Account page provides access to reservation history and enables custom settings, like currency, language, etc. Because of that, user page is a great place for marketing – it allows you to collect statistics, send newsletters about upcoming events or special offers and many others. However, the user registration process is a pitfall for many businesses. Here’s why: it gives the first impression and users decide if they will stay or drop the app. Make this process as easy as possible and require users to fill out only the key information. It is a great idea of authorization via social networks, for examples Facebook and Instagram, and allows a user to register with only one click.
Multi-language & global currency support
These days, online payment is a required functionality on the booking app. Before considering how to make a booking app, think over payment methods to include. It must be a safe and convenient way to book rooms, tickets, services, tours directly through an application or website. So, the process must be fast, flexible, and transparent, so be sure to include all possible payment methods, such as PayPal, credit card, cash, and design a user-friendly one-page checkout system. A reservation system that offers a secure payment portal will exactly improve your business performance. Also, auto-detected language can increase the user experience.
Data security
During the booking process, app collects a lot of sensitive information like personal information (email, phone), payment information, etc. This data can become a source of immense possibilities for hackers. One thing is clear: invest in security!
Auto-replies
Currently, automatic emails are seen as additional and mainly useful tool for business owners in various fields. Email reminders, feedback requests or tips are just a few examples of how companies improve communication with clients using modern technologies.
In-app messenger
In-app messenger is an excellent feature for any booking app, whether it is a travel booking website or appointment scheduler. For the best results, you need to have a support team shooting responses or a pre-programmed chatbot to cover customer questions. By utilizing AI and machine learning technologies, it is possible to provide instant and qualified feedback. However, note that this functionality may take a considerable amount of time and cost to implement.
Push notifications
A well-thought-out notification system makes life easier for users. Check-in and check-out alerts, friendly reminders, or recommendations can increase the level of customer satisfaction. As well, you may include weather notifications, price discounts, and other relevant notifications.
Create a booking website
For making your app perfect and increase prospects for success, the experienced business owner might want to also create a booking website. Usually, a properly built website extends the functionality and offers clients possibilities like access to information on success stories, high-resolution images, reviews, etc. When considering whether to create a booking website, think of the benefits you can get:
Presentation of the brand
SEO and digital marketing practices for promotional strategies
Insight information about user behavior and broad data collection for company strategies
Wider audience outreach that provides increasing sales because of cross- and up-selling.
Collect customer base via browser searches
So, the idea to create a booking website makes a lot of sense. It is possible to build a web platform in the first product version along with iOS and Android apps. Alternatively, you can plan to launch the booking website in a subsequent version.
Generally, any app functionality, simple or advanced, should be in line with customer expectations.
Talking a little bit about app development
It’s important to discuss and figure out what tech stack of your app, based on your requirements. Tech Stack is the group of technologies used to build mobile or web applications. It is a combination of programming languages, UX/UI design, development environment, framework, utilities, servers, tools, and services used by the development team.
Before designing an application, it is important to think about scope of your project, time to deliver the market, security perspective and scalability. Depending on these factors, you need to choose the technology solution that has the potential to solve these problems.
Important backend development
Building a stronger back-end helps to enhance your front-end as most of the tasks in the front-end are fully dependent on the back-end. Here are some important back end tasks:
API designing and documentation
API implementation
Building business logic
Database retrieval and storage
Defining permissions
Creating test script
Deployment
Keep your Front-end design simple and intuitive
Your front-end application must be clean and appealing. Here are some tips to build an amazing front-end application.
Use professional graphics designing tools
Keep the entire application design relevant and should match the concept.
Ensure there are no typography errors
Ensure relevant content should have the same design
Focus on quality rather than quantity
Try to match the original design and make the design pixel perfect
Create an app landing page showcasing the value of your application and encouraging people to download it.
That’s it
The development of a booking system is a complicated process that requires multiple details. Forward-thinking brands have applied these strategies to their campaigns to deliver the best user experiences while achieving high brand promotion. Drop us a line, and we’ll be glad to discuss your idea.
Booking apps collect sensitive information like personal and payment details. Without proper security, this data can be targeted by hackers. Investing in robust security ensures users trust your app and feel safe sharing their details.
Why should a booking app support multiple languages and currencies?
Supporting multiple languages and currencies allows users from different countries to use the app easily. This increases your app's global appeal and enhances user experience, leading to higher conversion rates.
What is the benefit of push notifications in a booking app?
Push notifications help remind users about check-ins, bookings, discounts, and more. This keeps users engaged with your app and can lead to more bookings by providing timely information.
Why is a user-friendly profile important in a booking app?
A simple and intuitive user profile makes it easier for customers to track their booking history and customize settings like language or currency. It also provides businesses with valuable insights for marketing and personalization.
With the global aging population and the rise of chronic diseases, the remote patient monitoring market is booming as ever. From 2023 to 2024, it grew from $30.97B to $36.31B. And it won't stop here. Insider Intelligence predicts 70.6M US patients will use software for remote patient monitoring by 2025.
We can't overstate the importance of remote patient monitoring software. Such apps improve access to care, reduce hospital readmissions, and help save up to 60% on hospital visits, which results in higher-quality treatment in the comfort of patients' homes.
And benefits don't end up here. With ongoing digitalization via IoT and modernization of the healthcare system, don't wait for the best time for remote patient monitoring software development. The best time is now.
We've detailed remote patient monitoring apps below and covered their benefits, architecture, and top examples. You'll also see how Darly Solutions crafted an app for the health tech company. Read on, and stay tuned.
RPM monitoring software—is a digital tool for wearables, mobile apps, and medical devices that collects, analyzes, and shares patient data with medical personnel. Heart rate, blood sugar, and oxygen levels are among the most vital metrics. RPM software scores help catch health issues early, manage chronic conditions, and aid post-operative recovery.
How remote patient monitoring software works
From heart rate to blood glucose, each RPM system is designed to monitor a specific aspect of the body. However, elements included in any remote patient monitoring software development are typically the same. This is how the RPM system works:
Collects and exchanges data. Once calibrated, the devices send the data from the patient to the provider. The devices must have a Wi-Fi or LTE adapter for successful transfer. The data can also be sent via Bluetooth to IoT mobile apps via RPM devices.
Centralizes storage. The provider securely stores the data collected from various sources, including patient devices, analytics systems, and e-medicine.
Analyze. The data is processed using advanced AI for management and analytics. Alerts are sent to caregivers, providers, and patients as needed, per their preferences.
Broadcasts. Remote monitoring systems become telemedicine platforms when integrated with communication features like video conferencing, simplifying doctor-patient interaction.
Sends emergency notifications. When doctors identify health issues requiring daily monitoring, they oversee the data collected by the RPM system. Notably, it can notify emergency services if a patient needs urgent care. For non-urgent cases, patients can receive instructions for the next steps. However, HIPAA and similar regulations may restrict including sensitive patient information in certain notifications to protect privacy.
Nevertheless, the RPM is part of the broader automation revolution; it has universal healthcare benefits overall. Let's examine the main of them:
Better access to health services
With remote patient monitoring software, medical services have no geographical boundaries. Patients can get timely medical attention at home and manage their health, fostering a greater sense of control under health conditions.
Improved patient outcomes
A study found that RPM cut hospital admissions for chronic care complications by 19% to 41%, which results in improved patient outcomes.
Cost-effective care with reduced readmissions
The average cost of hospital readmission is about $15,200, which makes the prevention of readmissions through remote patient monitoring software financially beneficial for both patients and providers. Even more, it is a well-established fact that early detection generally translates to lower healthcare costs.
Better client engagement and satisfaction
Over 94% of patients are satisfied with RPM's care. It sparks their curiosity about their health and boosts engagement. Such an increased sense of involvement often inspires commitment to treatment plans.
Early detection and timely intervention
The CDC reports that RPM can cut chronic disease complications by 40%. This highlights the need for swift intervention to reduce health risks.
Components of remote patient monitoring software
There is no one-fit RPM soft, as it differs in nature. However, each patient monitoring system generally has 3 to 5 basic components. Let’s delve into them:
Personal monitoring devices
From continuous glucose and heart rate monitors to blood pressure cuffs, digital scales, and peak flow meters.
Patient-side mobile applications
Prioritize user experience, making it easy for patients to access their health data. Additionally, they offer features like medication reminders and secure chats with healthcare providers.
Cloud database
Cloud repositories allow healthcare providers to store large patient data securely. They are scalable and accessible, adapting to growing datasets for long-term monitoring.
Hospital-side web app
These applications are part of hospital management software. They ensure compliance, enable integration, and support decision-making. Additionally, they offer reporting, notifications, and analytics to improve patient care.
Other modules
These comprise decision support systems, reporting tools, notification systems, and analytics platforms.
Essential features in remote patient monitoring solutions
Here are the essential features of a remote patient monitoring (RPM) solution:
Real-time tracking of patient vital signs
Wearable sensors, fitness trackers, blood pressure monitors, and glucose meters perfectly gather and handle real-time health metrics. Then, this data is sent to healthcare providers and added to Electronic Health Records (EHRs) for timely interventions and informed decisions preventing complications.
Intuitive interfaces and user-friendly features
Machines must be easy to set up, a breeze to wear, and simple to operate. Meanwhile, patients should access their data effortlessly through a smooth web or mobile app to track their progress. This connection allows seamless communication with healthcare providers, ensuring everyone's on the same page.
Accessibility features
Ultimately, create a system with all users in mind. Consider accessibility guidelines like WCAG and CVAA to pave the way for inclusive innovation. Encompass voice control for effortless data entry, navigation, and text-to-speech features to support people with dyslexia and other disabilities. Moreover, a patient-first design shines with screen reader compatibility, high-contrast modes, and a crystal-clear interface.
Personalized risk alerts and reminders
For swift and customizable alerts, the RPM system must adjust thresholds. For example, alerts can be sent when vital signs fall outside preset limits. This enables timely intervention to reduce the risk of adverse events.
Safe data transmission and storage
Patient data security is a top priority in remote patient monitoring software development. Thus, apps must comply with all regulations like HIPAA, as they protect the privacy and security of patient data and save from hefty fines.
Smooth EHR integration
EHR integration allows the automatic transfer of RPM data, giving healthcare providers access to complete patient histories for better decision-making and outcomes.
Reports and analysis of patient health data
Advanced analytics and reporting in remote patient monitoring software development provide valuable data insights for healthcare professionals (for data-driven decisions) and patients (to motivate healthier choices).
The architecture of a remote patient monitoring system
Remote health monitoring systems are designed with a multi-layered architecture. Basically, it has five core components that enable uninterrupted data flow within the system. Let’s break into the point of the whole structure:
Smart-connected sensors for health tracking
The sensor layer comprises remote monitoring devices such as EKGs, sleep trackers, smartwatches, and blood pressure monitors. Then, they transmit this data to the dedicated mobile app via Bluetooth or to the cloud via the Internet.
Patient interface
Patient-facing RPM apps collect real-time health data from connected medical devices, allowing manual entry of symptoms and medication intake. RPM apps often include data visualizations for tracking health trends and may have integrated telemedicine features, such as video conferencing for appointments, follow-ups, prescriptions, and virtual consultations.
Cloud RPM server
Cloud services form the core of RPM systems, providing secure storage, processing, and data analysis from devices and the RPM app. This engine also integrates with EHR systems to access patient health information (PHI) in FHIR format. It can identify trends, such as early signs of complications.
Medical staff dashboard
Patient data flows bidirectionally between the medical staff interface and the cloud RPM server, enabling effective management by care teams.
Data visualization module. Via charts and graphs that show trends in vital signs, medication adherence, and other data, the module gives providers a 360-degree view of the patient.
Alert management module. The system promptly alerts clinicians to critical situations and device failures in real-time.
Reporting module. The module generates custom reports on patient data, which hugely help track progress and gain insights over time.
Communication module. This module has two-way messaging, video chat, and/or telephony integration and is made for secure, remote communication between clinicians and patients.
Appointment management module. This module handles appointment scheduling and patient-provider communication, allowing both patients and providers to request appointments.
Depending on the organization's needs, a doctor-facing RPM interface can include other modules, such as patient management, care plans, and patient education.
Admin web panel
A key part of the RPM architecture is a control dashboard. It helps with admin tasks like configuring roles, managing patients, and setting alarms.
Once you have a clear idea for your software product, find an experienced dev company to implement it. When contacting your tech partner, you don't need detailed software requirements. A high-level understanding of the functionalities is enough to get started for any custom healthcare software development services stages. Let’s break them down:
Step 1: Requirement collection and analysis
The process starts by refining your product vision. Then, define project goals based on the health conditions your RPM solution will address. Your team will then identify core functions, pick the best tech stack, and plan the app's architecture. If integration with systems like EHRs is required, your tech partner will ensure compatibility.
Step 2: Outlining security and compliance requirements
Remote patient monitoring software must follow HIPAA and FDA rules. The development team implements audit trails, encryption, secure cloud storage, and APIs for secure communication to ensure data security and privacy. They also define a testing strategy for the pre- and post-production phases.
Step 3: Prototyping and design
To create an intuitive, user-first staff interface, UX/UI teams conduct user research to define user personas and journeys. Based on this research, designers create a prototype reflecting both the initial vision and user needs, gathering feedback on the user experience. The team prioritizes a clean, engaging, and accessible design. Based on feedback, they will refine the prototype and send the final designs to the dev team.
Step 4: Development and integration
Tech experts will use best practices to develop your RPM system iteratively to meet regulatory compliance. This work may include front and backend components, patient and doctor apps, and integration of medical devices.
Step 5: Testing
When it comes to RPM development—thorough software testing is as important as the development itself. After testing, developers should prioritize IoMT device compatibility. They must also ensure smooth integration with the RPM system for the most stability.
Step 6: Ongoing improvements
After deployment, the dev team monitors and tunes the RPM system to meet business and tech needs. They provide training and support for patients and healthcare professionals.
Beyond monitoring and troubleshooting, your tech team will prepare a roadmap for software updates. This will enhance the system's features and security in the future.
RPM Software Deployment: Challenges and Practical Solutions
Let us explore the most notable challenges organizations encounter while deploying their RPM.
Regulatory compliance
RPM's compliance with HIPAA and GDPR relies on strong data security and privacy. It must meet standards like ISO 27001 and IEC 62304 for this.
What to do:
Develop a comprehensive compliance framework according to all requirements like HIPAA, GDPR, FTC (Federal Trade Commission), FDA regulations, and more.
Conduct regular audits and assessments outlining clear policies and protocols for staff.
Provide ongoing staff training to ensure they are aware of their responsibilities.
Data security and privacy
Healthcare organizations handle sensitive patient data (vitals, medical history, personal details, reports, treatment plans). Unauthorized access poses the risk of data breaches and subsequent fines that could total millions of dollars.
What to do:
Use encryption techniques of RPM-collected data, telehealth appointment recordings, and other sensitive patient health data.
Implement strong authentication and role-based access.
Regular audits and security assessments.
Conduct employee and patient training.
Adopt role-based access control (RBAC)
Technology integration and compatibility
Outdated systems may lack compatibility, hindering integration and impacting data accuracy and security. Integrating EHR and clinical systems can also be difficult, affecting data sharing and patient care. Ensuring interoperability for seamless data exchange adds another layer of complexity.
What to do:
Assess current infrastructure compatibility.
Follow interoperability standards and protocols.
Adopt HL7 and FHIR standards.
Cost-benefit analysis
RPM implementation presents a cost-benefit challenge for healthcare organizations. While offering benefits like improved outcomes and enhanced care, the substantial upfront investment in hardware, software, infrastructure, licensing, staff training, regulatory compliance, and data security must be carefully weighed.
What to do:
Conduct thorough cost assessments.
Estimate ROI and potential cost savings.
Strategically allocate resources.
Data precision and accuracy
Inaccurate data transmission from RPM devices (e.g., wearables) poses a significant challenge, potentially leading to misdiagnosis and compromised treatment. Several factors can affect data accuracy, including device calibration, signal interference, network issues, and device quality.
What to do:
Choose quality sensors and wearables.
Regularly calibrate devices.
Implement quality assurance measures.
Lack of patient engagement
Some patients fear switching to modern healthcare and its tech just because they are used to in-person hospital visits. Thus, using the devices, checking vital signs, and messaging the doctor may be hard for the patients.
What to do:
Prioritize a user-friendly interface.
Craft tutorials for device usage and RPM data analytics interpretation.
Incorporate gamification elements (e.g., badges, progress tracking) to incentivize engagement.
Bridge language barriers for diverse patient populations by providing support in multiple languages.
RPM software development cost
The cost of developing Remote Patient Monitoring (RPM) software varies based on complexity, features, and the development team's location. Here’s a breakdown of the estimated costs associated with RPM software development:
Basic RPM application ranges from $50K–$70K.
Standard RPM software ranges from $100K–$400K or higher, depending on the specific requirements and features.
Costs can be $500K or more for advanced solutions with complex systems and integrations.
Both building an in-house tech team and outsourcing software development come with significant costs: salaries/recruitment expenses versus hourly rates and vendor fees. Without proper research, you risk overpaying for a software solution—whether through in-house hiring costs or outsourcing fees—or settling for a product that doesn't meet your requirements.
To calculate the precise budget for your RPM software development idea—please fill out this form. We will contact you shortly.
Best RPM software
Here are some popular remote patient monitoring use cases that might inspire you for your own:
CoachCare
CoachCare was founded over a decade ago, now supports over 3,000 organizations, and serves over 150,000 patients. Boasting a remarkable RPM, it claims a success rate exceeding 95%. It advocates for RPM coverage and collaborates with groups like CMS and AMA. CoachCare's tech lets patients log vital health metrics via an app. Its simplicity boosts engagement. Experts recognize its support of the healthcare industry.
Healee
Healee is a health tech company founded in 2017, now handles over 700,000 visits per month, both onsite and virtual, and supports 5,000 physicians across 200 clinics. With EHR, e-prescription, and billing integrations, the Healee platform streamlines healthcare delivery in wellness, mental health, chronic care, and women's health.
Doctolib
Founded in Paris in 2013, Doctolib is a top healthcare booking platform. It serves over 400,000 providers and 50 million users. It handles 70 million monthly bookings in France, Germany, and Italy. It offers appointment scheduling, telemedicine, and patient messaging. These services reduce missed appointments by 60% and save doctors 1.5 hours per week on administrative tasks.
Senseonics
This company revolutionizes blood glucose monitoring. The system features a sleek, removable transmitter and a sensor expertly implanted under the skin by a healthcare pro. Connected to a mobile app, the sensor offers real-time insights, alerting patients through their smartphones or smartwatches when their glucose levels are too high. Sharing data with healthcare providers and family members becomes a breeze, ensuring optimal treatment strategies.
Currently, around 6,000 users benefit from the Eversense CGM system. By 2025, Senseonics aims to double that number.
Teladoc
Established in 2006, this Hoboken, New Jersey-based powerhouse is revolutionizing healthcare. With an extensive network of licensed professionals, HRS proudly claims the #1 spot in KLAS’ ‘Top Remote Patient Monitoring Companies’ from 2020 to 2023.
HRS offers its innovative PatientConnect platform, featuring over 90 tailored RPM plans for healthcare providers. Beyond monitoring, HRS embraces holistic care, providing behavioral health services like therapy and psychiatry, ensuring a comprehensive touch on every aspect of patient wellbeing.
Improving patient outcomes with RPM software: A case by Darly Solutions
In particular, the health tech company approached us about remote patient monitoring software development. They faced challenges with patient tech literacy, especially among the elderly. There was a risk of data overload for providers. Patient engagement was inconsistent. There was a need for system integration, like with EHRs. Plus, they had to ensure data privacy and security (HIPAA compliance).
Since the deadline was tight and there were a lot of high-precision requirements—we created a detailed plan for the project, assigned UX/UI design, web development, QA, and project management tasks, and pinpointed the tech stack.
Technology stack
We understood that choosing the right technology stack was crucial for success. After thorough consideration, we selected:
Angular: For building dynamic web applications.
HTML/CSS: For structuring and formatting the user’s interface.
Docker: To streamline deployment through containerization.
ngRx: For effective state management.
TailwindCSS: To enable rapid UI development.
NGX Pagination: For efficient handling of large datasets.
JSON: For smooth and efficient data transfer between client and server.
Our efforts paid off. We launched the product on time, meeting all design, functionality, and quality standards. Our client now has a competitive product that is well-placed to thrive in the innovative telemedicine sector.
Rising public interest, health concerns, and tech advances drive the RPM market to new heights in solutions and revenue. As we noted earlier, these technologies enable 24/7 health monitoring. They also provide remote populations with access to quality treatments.
Doctors, nurses, and other healthcare staff should focus less on routine, manual tasks in the next few years. They should focus on saving lives and providing treatment, which RPM can support perfectly. It can greatly reduce burnout and ease stress on global healthcare systems while driving market share to higher results and stakeholder benefits.
This is a great time if you're considering developing your RPM solution.
The modern financial world dictates its own rules. By including the critical success factors in this area, one can distinguish effective management of relations with the client. Reliable CRM solutions guarantee this goal because they contribute to optimizing many processes, thereby increasing productivity and taking customer interaction to a new level. In this article, we would like to share with you the best CRM systems that have been created, taking into account the characteristics and needs of modern financial companies.
What Is CRM for Financial Services?
CRM for financial services is software designed to manage customer contacts and improve comprehensive business performance. The main goals of financial CRM software are to automate processes, provide detailed analysis of client data to understand customer requirements better, reduce financial costs, and increase the effectiveness of strategic planning. Thus, all of the above in the complex helps to boost profits and strengthen the company's and brand's positions in the market.
How to Choose a CRM for Financial Services
Let's not argue that choosing CRM software for banking industry is difficult. However, we are ready to help you with this task by providing detailed tips.
First, you should clearly define the specific goals and the needs you intend to achieve/satisfy using CRM in financial services. Do you need only a system to manage customer relationships, optimize marketing campaigns, or increase sales? Or do you want it all together? Once you decide on your own goals, you can automatically narrow down the range of potential options.
Regarding security, you have to be sure that the CRM system fully complies with modern data protection standards and is designed considering all reliable encryption mechanisms. This not only reduces the risk of data duplication but also maximizes the efficiency of your work processes.
It is also worth checking the CRM provider's support and training. Reliable support and the opportunity to receive professional training guarantee rapid business growth without downtimes and human-made errors. That’s why you should research reviews about your chosen service provider to see how comprehensive their support is.
In the end, the cost of the CRM system should not be devalued. Conduct a comparative analysis of various CRM systems, taking into account both initial costs and, accordingly, future costs, including further maintenance and updating.
Therefore, the main recommendation is to choose a system that offers the best balance between its cost and the quality of possible results for your company in finance.
Top 5 CRM solutions for Financial Services Businesses
It's time to share the top-5 CRM solutions for financial services known for their versatility, reliability, and power to manage customer relationships. However, note that each CRM for fintech from our list has its own features, which you should pay attention to while choosing the best option for your business.
Salesforce CRM
Salesforce is one of the leading CRM solutions, and its development team is confident in bringing its expertise to the financial services industry. This system includes tools that have been designed to meet the needs of many private equity firms, as well as the needs of companies working in related fields (banking, mortgage insurance). Within its core is a vast database to better understand customers' needs, habits, and behavior patterns. Other distinctive feature of this software solution is the ability to create custom modules adapted to the individual tasks and goals of a specific business (however, it is important to understand that the cost of deploying and supporting such a customized system will increase significantly). Moreover, it is equipped with AI-based analytics, helping consultants obtain even more valuable customer insights in no time. Among its other benefits are the ability to consolidate disparate data and optimize lead management, as well as almost unlimited scalability and flexibility.
Its disadvantages include that its work fully depends on the stability of the Internet connection and that its price may be too high for growing businesses. In addition, this CRM has a lot of modules, and the initial setup of the system often requires the participation of a narrow-focused specialist.
Envestnet Tamarac CRM
This fintech CRM focuses on helping independent financial advisers provide more personalized investment expertise to individual clients. Envestnet Tamarac CRM offers intelligent real-time reporting to help track customer progress toward their financial goals. The presence of optimized business adaptation processes for new customers is worth noting, as it allows you to quickly and easily create new accounts through Salesforce. This system is built entirely on the Microsoft Dynamics platform with a familiar Microsoft Outlook interface. Also, in the mobile version, consultants can enter the system «as a client», which enables them to see the dashboard exactly as their client would see it.
The cons of this solution include poor collaboration functionality because, as we mentioned above, it was designed initially for individual consultants.
Wealthbox CRM
This platform is flexible enough to be suitable for a wide range of users—from financial consultants to custodians and large firms combining the functions of broker and dealer. CRM data management, multi-channel client communication, and integration with social networking platforms like Twitter. With it, you can customize «under yourself» business processes or rely on business process templates using conditional logic to automate routine tasks. Also, it provides the ability to use Kanban dashboards to track potential financial transactions and keep abreast of how to work with potential clients. Wealthbox CRM is popular because of its low entry threshold.
However, along with all these benefits, this solution has several drawbacks, too. For instance, some users are dissatisfied with the poor householding functionality. In addition, Wealthbox may not be suitable for people who need to sync with Outlook calendar.
Zoho CRM
Zoho financial CRM software helps collect and organize all customer data, including basic CRM-related information, financial documents, financial policy information, and insurance records. This fintech CRM software offers tools for working with so-called «assets under management» to track all your transactions with financial institutions and other companies (here, we mean AUM tools where AUM is Assets Under Management). With built-in support modules (case modules), you can match your customers' needs with more financial data to provide efficient support. It is worth mentioning «Zia» – the Zoho assistant based on artificial intelligence, which adds a thoughtful layer of forecasts and suggestions for customers and helps you know when and how best to contact them.
At the same time, some Zoho users complain about limited customization features, poor reporting capabilities, and inconvenient dashboards.
NexJ CRM
NexJ is an intelligent financial services CRM with highly specialized modules for financial and banking consultants (specifically, they can use the private equity management module). This CRM system focuses on the specifics of the regional market with experience in more than 60 countries, and all this is thanks to the active use of artificial intelligence, machine learning, and data analytics. These technologies, properly implemented in this solution, allow consultants to concretize their financial recommendations.
In general, NexJ looks and feels like a highly professional system, but some users note that they feel confused when they have to leave their requests on its pricing.
Conclusion
The range of financial services available today requires the integration of automated software solutions that are practical, flexible, and more affordable than traditional consultants, whose services were only affordable for some.
CRM for financial services, private capital management, debt resolution, and pension planning are sophisticated tools that go beyond conventional databases. They are designed to foster trust and build long-term relationships with your clients. As all financial services are future-oriented, financial CRM systems help you provide brighter and more profitable prospects for your customers, your company, and, of course, your personal and professional success as a consultant. Thus, the financial CRM system allows you to achieve the best financial results for your customers and provide them with the best service.
The future of healthcare is digital. In 2022 alone, the global patient portal market reached $2.9B, as the Grand View Research reports. By 2030, it’s projected to grow even higher—at a CAGR of 19.44%. This trend reflects how public and private healthcare organizations strive to digitize paper documentation and automate everyday business operations.
Indeed, the stakes in healthcare are high. Even minor errors can lead to incorrect diagnoses and worsen patients’ conditions. This is where patient portal software greatly minimizes errors, particularly those caused by human factors
Below, read on how to create a patient portal. We’ll analyze the target audience’s needs, dive into the most successful examples of its implementation, and examine the nature of the target audience's requirements.
What is a patient portal system?
An online patient portal is a web or mobile solution (usually for Android and iOS platforms) that gives patients access to medical records, helps schedule appointments in a few clicks, and easily communicate with healthcare providers at any time.
By automating the interaction between the parties via the patient portal, organizations can improve the quality of care while making their services more accessible and convenient for patients.
In particular, modern patient portal requirements are:
Fast and secure access to their medical data and records with guaranteed privacy protection.
High-quality medical services without the need to wait in long queues.
A clear understanding of the treatment plan and progress.
Healthcare organizations instead aim to:
Reduce their administrative costs – in particular, for maintaining paper documentation.
Maximize personnel efficiency without the risk of burnout.
Increase patient satisfaction through transparent interaction and remote patient monitoring.
Comply with the healthcare regulations.
Reach a new level of income by reducing expenses and attracting new patients.
That is why the patient portal system is the one-stop solution that, if implemented correctly, covers all the above-mentioned needs. This is typically achieved through the following features:
Access to medical records (including medical history and test results).
Appointment booking (with the option to select the date, time, and doctor).
Online consultations (for example, via video calls and chats with doctors).
Repeat prescription orders (automatic issuance of electronic prescriptions and reminders for refills).
Online bill payment.
Personal data management (including patient contact information).
Push notifications (reminders for upcoming visits, tests, vaccinations, etc.).
Educational materials.
Feedback tools (surveys for patient satisfaction and forms for submitting complaints, etc.).
Types of patient portals: Which fits your healthcare needs?
Generally, there are two global types of patient portals: integrated and standalone. The former is presented as a component of electronic health records (EMR/EHR) and is fully tied to the infrastructure of a healthcare facility. Integrated portals ensure uninterrupted data exchange between doctors and patients but, in the case of ready-made solutions, are limited by the functionality offered by the specific healthcare provider.
Standalone portals, however, come in two forms: SaaS and on-premise. The former are hosted in the cloud and are available by subscription, which is especially convenient for healthcare providers within small organizations. Their advantage is quick deployment and configuration. At the same time, their customization options are often limited.
As for the second category, these are software solutions installed on local servers of a specific healthcare organization. They provide comprehensive control over data but require significant infrastructure and support costs. They can also be difficult to scale and integrate with third-party solutions.
It is worth noting that every medical organization has its own regular processes and specific business tasks distributed among different departments. In particular:
The reception desk keeps track of patient records.
Laboratories collect, process, and store test results.
The finance department is responsible for payments and insurance processes.
Doctors and medical personnel work with medical records and appointments.
All the above processes can rarely be integrated into a single system, which makes it difficult to automate them using only one off-the-shelf patient portal. Moreover, medical institutions vary greatly in specialization (including clinics, dentistry, laboratories, hospitals, etc.), and ready-made products do not always meet their needs.
If we add to this the need to comply with regional security standards for patient data, it becomes clear that out-of-the-box solutions may not be viable. This is the main reason why healthcare organizations are increasingly resorting to custom healthcare portal development.
Patient portal requirements: Key features and functionalities
Now, let's check the main functionalities and features that should be integrated into a patient portal.
User authentication and access management system
This portal component uses OAuth 2.0 and OpenID Connect for secure login. It protects users' credentials and enables multi-factor authentication. Usually, developers provide multi-level access with restrictions based on user roles (including patients, doctors, administrators, etc.).
At the same time, when implementing role-based access, it is important to adhere to widely recognized patient data security policies, such as HIPAA and GDPR. Specifically, doctors and administrators should have full access to all patient data. In contrast, individual patients should only be able to view, edit, and delete their info.
Medical data storage
The storage is located on local or cloud servers using AES-256 and TLS 1.3 for data encryption. By the way, many cloud vendors have ready-made solutions for healthcare organizations that meet the standards of patient data privacy (including AWS HealthLake, Azure Healthcare, and others). It is also crucial to ensure that such storage is protected against data misuse and unauthorized access.
Integration with EHR systems
This integration is necessary for consolidating patient data. Thus, developers must adhere to FHIR and HL7 standards to ensure compatibility and data exchange. As for the integration itself, if we are not talking about legacy solutions, it is carried out through an API.
Finally, to ensure that the patient portal system complies with the requirements of the National Coordinator for Health Information Technology (particularly, the ONC's Cures Act), it is essential that the platform could get full access to the patient, with all the ability to edit and delete.
Appointment schedules, doctors’ cards, and telemedicine tools
The first two components involve creating a catalog with therapists’ information and a scheduling system where patients can book visits. This can be achieved through RESTful API to synchronize with hospital calendars. Also, integrating with trusted video communication platforms like Zoom Healthcare can facilitate direct communication between patients and doctors.
Automation of bill calculations and online payments
Online payments are processed through integrations with payment gateways like Stripe or PayPal. In general, they must support PCI DSS standards. As for the automated billing system, this is essentially a regular calculator that “pulls up” data on the cost of services selected by the patient and sums them up (minus insurance and benefits, if any).
Integration with wearable devices
This is necessary so that doctors can monitor the condition of patients in real time. To do this, developers use APIs to collect data from devices (for example, from Apple HealthKit or Google Fit, as well as more specialized IoT equipment). At the same time, they must also implement a mechanism for obtaining prior patient consent to collect personal data.
Messaging
It also makes sense to integrate a chat (with the ability to attach media files) for interaction with doctors, supporting end-to-end encryption (E2E) and using WebSockets protocols that provide real-time messaging.
User dashboards
The patient portal needs an interface for each user role. Basically, it should adapt the data and tools for doctors, admins, and patients. Among other things, it can also be enriched with advanced analytical tools. For example, Power BI or Tableau can be used to generate reports and visualize data (assessing attendance dynamics, treatment results, patient satisfaction, etc.).
How to develop a patient portal software: From concept to launch
When it comes to custom solutions, our telehealth website development services are provided in several subsequent stages. Let’s consider them in detail.
Ideation and requirements analysis
At this stage, our team consolidates the portal concept of custom healthcare portal development, according to your business goals, unique aspects of your internal business processes and IT infrastructure, the needs of the target audience, and an analysis of competitors’ strengths and weaknesses. Based on this blueprint, we create documentation indicating functional and non-functional requirements.
Architecture design
From now on, our patient portal development team has everything ready to define the project's technological stack (for the frontend, backend, and database) and choose a specific architectural approach. We also approve the necessary third-party Integrations (including EHR, payment gateways, telemedicine solutions, etc.).
Finally, we select tools and protocols to ensure our portal has a proper security level, including data encryption, user authentication/authorization methods, diagrams of interaction between components, etc.
UI/UX design
This stage involves building interface prototypes and gradually transforming them into a full-fledged design after usability testing. At the same time, our patient portal app development experts always take into account the requirements for the accessibility of the user interface. Basically, they are most accurately outlined in the WCAG 2.1 and ADA guidelines.
Development
Now, we can start working on the frontend and backend of the patient portal. Once individual functional modules are ready, we conduct unit testing to prevent hard-to-fix bugs at later stages of the project. This stage also involves the implementation of security mechanisms and integration with third-party solutions.
Testing and quality control
When the code base is ready, our patient portal development experts conduct rigorous testing, including functional, load, security, usability, etc. This stage ensures that the solution meets the best specs and software quality standards in healthcare.
Deployment and launch
Before launching the portal, we prepare all the necessary infrastructure, build a CI/CD pipeline, and set up a monitoring system. If needed, we can train your staff on how to use the portal. After all the previous stages are checked—we usually start deployment.
Post-release support and updates
To better understand its further optimization, our patient portal development experts regularly check the portal’s logs and metrics, collecting feedback. In addition, as post-release bugs are discovered, we fix them and, if necessary, implement new features.
Understanding the needs of your patients
A patient portal and medical website design should fully adapt to the target audience's problems. That is why it is essential to define them in advance. Based on our experience, we would like to highlight the following ones:
Long wait time when making an appointment. Patients often encounter long wait times in phone and in-person queues. A patient portal can help. It lets users book online appointments 24/7 and choose a specialist. In addition, it sends SMS or push notifications to remind patients about upcoming visits.
Lack of full access to medical data. Many patients are forced to visit clinics because healthcare organizations still document their test results manually. The patient portal gives access to electronic medical records, test results, and doctor recommendations, which can be easily downloaded or saved (for offline access).
Lack of understanding of the treatment plans. Patients may find it difficult to track their treatments' progress, which may result in forgotten, delayed, or canceled visits and procedures. To prevent this, portals display the treatment plan and the current status of therapy. In addition, patients get notifications about upcoming procedures, calendars, and recommendations, which is very smart.
Difficulties in paying for medical services. The need for patients to be physically present makes offline payments resource-intensive. Patient portals eliminate this headache with integrated payment systems, allowing users to view their payment history and current bills in just a few clicks.
Insufficient communication with the attending physician. In-person appointments to explain test results and treatment plans can be time-consuming for both patients and healthcare providers. Patient portals streamline this process with online chat and video calling capabilities.
Weak control over the treatment of chronic conditions. Patients with chronic conditions often lack convenient tools for regular monitoring. Portals can address this with real-time health data visualization, medication reminders, and appointment scheduling, as well as integrating with wearable devices for continuous data collection.
Low involvement in the treatment process. Since some patients find it difficult to understand how their actions affect treatment results, the patient portal development team can also add interactive tools to the portal to track patients' treatment progress or provide educational materials. Gamification elements can enhance the effect.
Patient portal development challenges and solutions
In this section, we will analyze the most typical challenges of patient portal software development and the most effective ways to overcome them.
Ensuring compliance with regulations. Telemedicine hugely relies on strong data protection, first—to comply with laws like HIPAA and GDPR, and second—obviously, it is for patient trust. End-to-end encryption, role-based access control (RBAC), and multi-factor authentication are key practices, along with regular system audits and penetration testing to ensure security.
Integration with existing solutions in the organization's IT infrastructure. Many healthcare providers still use older systems that don't easily connect with modern software. To solve this, developers can build 'middleware'—software that acts as a bridge—to automate data transfer between patient portals and other systems, ensuring everything works smoothly.
Ensuring high performance and scalability. Many portals frequently freeze when user traffic exceeds the original design capacity. To solve this, developers can host the portal in a cloud environment that scales as users grow and use a microservice architecture to balance the workload across the portal's services. Additionally, they can optimize a database through indexing and caching.
Ensuring intuitiveness. Since the target audience of patient portals is diverse (including the elderly, people with disabilities, and people with no technical literacy), there should be universal access to the full use of all portal functionality.To solve this, during the development of the patient portal software, the team should conduct user research and surveys to guide and optimize the software effectively. They should also adhere to the compliance of this software with the WCAG 2.1 guidelines.
Accessibility on mobile OSes. As patients increasingly manage their healthcare on digital devices, patient portals must offer a seamless mobile experience. Poor mobile optimization can lead to slow loading times and display issues. Developers can address this by building progressive web apps (PWAs) or cross-platform solutions, implementing offline access for key features, and optimizing content loading with techniques like lazy loading and data compression.
Patient portal software cost: What to expect
The cost of telemedicine app development depends on project complexity, the team involved in the patient portal software development process, geographic location, development timeline, and the scope of features. Let's examine each of the points that influenced the cost in detail:
1. Project complexity
Basic consultation apps with user registration, appointment scheduling, video calls, and messaging: $30K-$100K.
Advanced telehealth platforms with multi-user portals, integrated EHR, and health analytics: $100K-$300K+.
Telemedicine platforms with IoT/AI integration: $250K-$500K.
2. Team composition
A typical team for creating a basic patient portal usually includes:
2-3 developers: Where 1-2 are front-end developers, and 1 back-end developer.
The project manager: Tracks the project goals and wins.
QA specialist: Tests the app to make sure it works correctly.
3. Development timeline
The time it takes for patient portal software development also affects costs. Most telemedicine apps take between 2 to 6 months to develop:
Simple apps usually take about 2-3 months.
More complex apps may take up to 6-12 months.
4. Geographic location
American tech experts can be expensive. For example, a front-end developer might earn over $100K annually, about $8K monthly. He might charge between $70K-$80K for a three-month project.
Hiring remote developers can save you money. For instance, Eastern European developers or other regions often charge between $2,500 and $3,500 monthly. You can easily hire a similar team for about $30K to $40K for the same project.
If you want to find out the patient portal software cost in your case, please fill out this contact form.
Improving patient outcomes with data management: A case by Darly Solutions
From theory to practice—let's examine our relevant Darly Solutions experience through a top case from our portfolio.
In particular, we were approached by a HealthTech company specializing in consolidating unstructured medical data for organizations in the healthcare sector. They needed a custom digital solution to monitor clinical data.
Faced with a tight deadline and the need for high precision, we meticulously planned and assigned all the UX/UI design, web development, QA, and project management tasks. We also reviewed the team's work schedule, as some members had to work overtime. Finally, we carefully chose the technology stack. We settled on Angular, HTML, CSS, Docker, ngRx, TailwindCSS, NGX Pagination, and JSON.
Finally, our efforts paid off. We launched the product on time and met all design, functionality, and quality standards. As a result, the client has a competitive product with all the chances to thrive in the innovative telemedicine sector.
In general, the future of patient portal software development is closely connected with the fast development of modern technologies, such as:
Artificial intelligence and machine learning. These technologies will personalize the portal and related healthcare services. AI-powered chatbots, including ones with recognition of human voice commands, will assist with scheduling appointments and answering FAQs. In advance, machine learning can also analyze patient data and symptoms to provide preliminary diagnoses.
Blockchain. The introduction of blockchain technologies in patient portals can be aimed at more secure storage of their medical records and ensuring access to them only to authorized users. In addition, with its help, each interaction with data (adding, editing, and deleting) will be recorded, increasing the system's transparency.
Virtual and augmented reality. These technologies can form the basis of next-generation telemedicine solutions. In particular, in the future, patients will be able to interact with doctors at a distance without reducing the quality of service. AR interfaces will also help inform patients about upcoming treatment plans.
Internet of Things and integration with wearable devices. IoT solutions can provide end-to-end RPM in real-time (for example, portals will be able to collect and analyze data on the patient's pulse, blood pressure, oxygen level, and activity). Based on this data, doctors can receive instant notifications of critical changes regardless of patients' locations.
Big data and business intelligence. Examples of patient portals use big data to identify trends, such as tracking the rise in the incidence of a particular virus or assessing the effectiveness of treatments. Also, end-to-end medical data analysis ensures timely prediction of exacerbation of chronic diseases. Finally, doctors and administrators of healthcare institutions will be able to monitor departments' workloads and optimize appointment scheduling.
Biometric identification. Biometric mechanisms can give users access to the portal through fingerprint, face, or voice scanning, making the authorization process more secure and easier.
Conclusion
Now you know everything about patient portal development and can safely choose an off-the-shelf solution or search for a team to implement a custom one. If the second option is closer to you but you would not like to turn the search process into a real headache, you can contact us, and we will be happy to discuss the details of our future cooperation to implement your idea.
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