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.
SECURITY CONTROL FEATURES E U N
Requires unique user ID and password for each system user or entity
Provides capability for creating, changing, and safeguarding passwords
Blank passwords are not allowed
Passwords must be a minimum of 8 characters and are an alphanumeric mix
Offers the capability to require change of passwords at selected, forced intervals (90 days recommended)
Encrypts passwords stored within the application
Locks user accounts when an incorrect password has been entered too many times (3 times recommended) but provides for automatic re-set after a prescribed period of time
Provides capability to monitor all log-in attempts
Allows user-defined automatic logoff features that can only be overridden by an administrator
Restricts user access by function, such as view, edit, change, or delete in accordance with provider access authorization policies
Restricts user access by job roles or transactions, such as file set-up, appointment scheduling, patient demographics, charge posting, payment posting, etc, in accordance with provider access authorization policies
Tracks user activity on the system (minimally to include by user ID, date of activity, patient record, or type of information accessed)
Remote access includes security features including encryption, automatic session timeout, and robust authentication
Restricts deletions or changes after the daily close; audits changes made after daily closeout
Offers regular data backup capability for incremental daily and full weekly to ensure creation of retrievable exact copy of data
Offers ability to encrypt data on system media and on backup media
Data recovery procedure is defined in system documentation
Data redundancy functions are available to support contingency emergency mode processing
Backup and redundancy functions can be setup to function automatically
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