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.
CHARGE & PAYMENT POSTING AND PATIENT & INSURANCE BILLING FEATURES E U N
Data file information can be accessed during charge and payment posting
View account activity when posting charges and payments
Multiple insurances may be active per patient with charges posted to multiple payers at any given time
Copay amount displayed when posting charges and payments
Charges must be assigned as due by insurance or patient
Charges must have an assigned provider
Charges, payments and/or adjustments may be entered from one entry screen
Alerts when diagnosis code doesn't match procedure codes
Alerts when authorization required
View claims submission history by patient
Generates HIPAA-compliant Referral/Authorization
Generates a claim on hold report
Claims checked for payer specific edits
Flags if claim cannot be submitted electronically
Generates CMS-1500
Generates UB-92
Automatically generates a second or tertiary claim upon posting payment
Supports HIPAA-compliant electronic claim transactions
Electronic remittance/ payments can be posted to individual patient accounts
Payments must be posted to line item rather than to the account
Automatically applies payment to one or more line items
Automatically calculates co-insurance and/or co-pay amounts
Alerts if insurance reported allowed amount differs from contract allowed amount
Allows for batch posting
Allows capitated payments to be posted on a patient basis
Allows for definition of patient bill remark codes based on adjustment code
Prints deposit slips
Allows rebilling from posting screen if denial or amount paid is in error
Statements break out balances due by patient and by insurance pending
Prints walk out statement with current and prior balances
Prints patient statements on demand
Prints patient statements on cycle
Dunning messages may be customized for patient statements
Dunning messages may be customized based on age of account
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