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.
REPORTS AND CORRESPONDENCE FEATURES E U N
Allows for mail merge of correspondence/letters
Creates mass mailing templates via Microsoft Word, WordPerfect, etc.
Produces mailing labels from patient account
Tracks when patient recall/reminder activities are conducted
Generates recall notification letters, labels, postcards
Programmed to automatically generate (set up ""job stream"") End of Day and/or End of Month Reports
Forms may be customized by format and data fields to meet practice requirements (for example, walk-out receipts, recall cards, test results)
Practice analysis reports may be customized by format and data fields
Reports may be generated by account status (for example, active, temporary, deceased, payment plan)
Generates patient list by zip code, by provider assigned, by office location, and/or by last date treated
Generates list of patients who are capitated
Provides list of referring physicians by specialty
Provides list of referring physicians based on patient insurance plans
Ability to capture practice cost by plan or CPT/HCPCS
Reports have the ability to capture practice cost by plan or CPT/HCPCS
Reports can be generated by Location of service
Reports can be generated by Provider
Reports can be generated by Payer
Reports can be generated by Procedure Code
Reports include total charges, payments and adjustments report
Reports include CPT/HCPCS code volumes
Reports include CPT/HCPCS code modifiers
Reports include number of active patient accounts
Reports include referring provider information
Reports can be downloaded to other applications (for example, Excel, Access, or Word)
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