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.
VENDOR INFORMATION FEATURES E U N
Provides system training
Training is outsourced to another vendor
Purchase price covers all initial training
Identifies training plan and required time for training my practice
Training limits (hours and sessions) are clearly defined
If not included in purchase price, cost of initial training is clearly defined
Initial system training is provided on site
Initial system training is provided at off site location
Initial system training is provided at vendor headquarters
Initial system training is provided via internet
Initial system training is provided via video
Cost of additional training is clearly defined
Cost for on-going training (new releases, new hires, etc) is clearly defined
On-going system training is provide at off site location
On-going system training is provide at vendor headquarters
On-going system training is provide via internet
On-going system training is provide via video
Vendor offers assistance in disaster recovery efforts
Software support included in base price for first year
Software support provided at additional cost
Software support includes file set-up and system configuration to accommodate practice customization
Software support includes file and system maintenance
Software support includes assistance with uses of system
Software support includes training related assistance
System software support via internet
System software support via telephone
System software support via on-site
System software support via remote dial-in
Software support is provided on a scheduled basis
Software support is provided real-time as needed
Allows provider a choice of clearinghouse vendor
Allows provider to use multiple clearinghouse vendors
Allows direct connection to payers for claims submission
Allows direct connection to payers for claims payment status information
Allows direct connection to payers for eligibility related information
Allows direct connection to payers for payer contract related information
System operates using a relational database
Restrictions and user fees clearly defined for operating system, Practice Management System, data base and other program application user licenses
Program language and all program applications used to support Practice Management System are clearly defined
Interfaces with wireless/handheld devices
Interfaces with electronic imaging processes
Interfaces with voice activated transcription application
Interfaces with automated telephone patient recall system
Supports remote dial-in capabilities - vendor support connectivity options
Interfaces with electronic medical records application
Able to convert patient demographic data from old practice management system
Operating system runs Windows 2000 XP
Operating system runs NT
Operating system runs Unix/Linux
Operating system runs OS/2
Operating system runs AIX
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