Practice Management Software Self-Survey Evaluation Tool
Practice Management Software Feature Ranking Sheet

Review each feature listed below and rank the feature by clicking in the "Feature Ranking" column as follows:

  • if you consider the feature Essential, click in the "E" column
  • if you consider the feature Useful, click in the "U" column
  • if you consider the feature Not Necessary But Useful, click in the "N" column
  • If you are not interested in the feature at all, do not select a rank.
APPOINTMENT SCHEDULING FEATURES E U N
Allows for only partial entry on new patient scheduling - flags for follow-up
Searches for open time slots by time of day or by provider
Scans for existing appointments by patient
Generates appointment wait lists or queues
Displays patient demographics when scheduling appointments
Displays patient past due amounts when scheduling appointments
View patient's charges, payments and account notes when scheduling appointments
View schedule by daily, weekly, monthly basis for each provider and total practice schedules
View appointment history
View patient recall notifications
Contains free flowing text fields for scheduling related comments/notes
Designates appointment time by treatment type
Designates appointments by treatment rooms and/or equipment
Customize different appointment types with expected appointment duration
Time intervals, appointment types and reasons may be customized individually by provider
Customization of appointment scheduling templates by provider
Blocks the scheduling of patient for a non-participating provider
Tracks and reports patient cancellations and no-shows
Prints daily schedule by provider, treatment room and/or equipment
Prints encounter form from patient scheduling screen
Generates automatic patient reminders using appointment
Print selected features to create a Feature Scoring Sheet.
Print Essential features ONLY, or
Print Essential AND Useful features, or
Print Essential, Useful AND Not Necessary But Useful features, or
Print ALL features