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.
DATA FILES AND SETUP E U N
Database files (for example, CPT/HCPCS codes, referring physicians, fee schedules, etc.) may be viewed from any point in the system
Authorized users may update the database files (for example, CPT/HCPCS codes, referring physicians, fee schedules, etc.) from any point in the system
Database files (for example, CPT/HCPCS/ICD-9 codes, fee schedules, UPIN, etc.) may be updated by importing from excel file or other application
Limited clinical information may be entered in designated data fields (for example, allergies, chronic conditions, maintenance medications, prescriptions, test results, etc.
Notes entered into patient accounts may be searched by category (for example, financial, demographic, appointment, medical, etc.
Transaction codes may be classified by type (for example charge, payment, refund, adjustment, debit, credit
Procedure and diagnosis codes may be classified into groups or departments as defined by practice
Unique practice defined codes may be created for diagnosis and procedure codes Identify procedure code requirements by individual payer
Identify procedure code requirements by individual payer
Identify diagnosis code requirements for designated procedure codes by individual payer
Alert when additional information is required (for example, referring physician, UPIN, purchase amount, etc.) for designated procedure codes
Designate gender and/or age restrictions for applicable codes
Identify modifier requirements for designated procedure codes
Alert when type and or place of service is incompatible with procedure code
Alert when CPT/HCPCS code is incompatible with payer
Cross walk or link payer specific procedure codes for specified services
RVU values may be designated for procedure codes
Fee schedules may be assigned to individual insurance plans
Using effective dates allows multiple fee schedules for a given payer
Track payer allowed amounts on a per plan basis
Update to practice fees may be done via RVU
Updates to practice fees may be done via % increase/decrease
Insurance plans may be classified into groups or departments as defined by practice (for example, PPO, HMO, Capitated, etc.)
Insurance plans may be classified by type/class as defined by practice
Links a payer's multiple plans to the payer's contract
Defines managed care terms for each plan
Flags plan as capitated
Flags plan as fee-for-service
Flags plan if inactive
Captures effective dates
Captures referring physician demographics
Adjustments may be customized by and grouped into categories by insurance plan
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