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Click here to order your complete copy (including FREE RFPs) online! APPENDIX C: PRACTICE MANAGEMENT SYSTEM REQUIREMENTS QUESTIONS (partial listing) Appointment Scheduling Will you schedule on the computer? (If not, skip down to the next section.) How do you schedule appointments now? What length of appointment do you want the computer to allow? Do you have variable length appointments? Do you want to be able to see a day at a glance, a week at a glance or a month at a glance? Do you want to be able to see schedules for multiple doctors on the screen at one time? Do you want to select the patient and then the time slot, or do you want to select the time slot and then the patient? Do you expect the system to schedule your resources? Does the system allow for synchronizing appointment times between 2 providers or 1 piece of equipment and 1 provider? Do you want to be able to search for available, open time slots? Do you want to be able to find patients’ existing, future appointments quickly? Do you want the system to print appointment reminder cards? Do you want the system to call patients to remind them of upcoming appointments? Do you want the system to print new patient letters? Do you want the system to notify you if patients who were seen today are not scheduled for future appointments? Do you want the system to prompt you for authorization numbers at the time the appointments are made? Do you want the system to notify you of how many visits and allowed dollar amounts are left on authorizations? What kinds of reports do you want regarding appointments? Billing Do you put charges into your system as patients leave your office (at the point of service)? Do you want the system to calculate the amounts due from the patient and insurance at the point of service? Do you take payments when the patient checks in or out? Do you take payments prior to procedures—cash in advance? What is your patient mix—mostly cash (so you might want a balance forward system), mostly insurance (definitely need line item), capitated or fee for service, what type of insurance—mostly Medicare, a lot of public aid, mixed? How do you handle capitation? If you have capitated contracts, do you want to see what you would have made if the procedures had been billed as FFS? Do you want to enter charges and write them off at the end of the month for capitation? You should have the salesperson show how hard or easy it is to do this. Do you need to use authorization numbers or referral numbers? You should ask to see how the system handles those. Do you want a system that updates A/R in real-time or one that has to be closed out before the A/R is updated? What type of reports do you want from your billing module? Statements Do you want to print statements on your own special forms? Do you want to print statements on plain paper? Do you want to print statements on self-contained mailers? Do you want to have a third-party company print and mail your statements? How often do you wish to send statements? How do you want the system to allow grouping patients when preparing statements? Insurance Filing Do you file insurance forms or does the patient? Do you wish to file electronically? For which insurance carriers? Do you want the computer to post your payments and adjustments from insurance electronically (automatic remittance)? How often do you want to file insurance?  Back A Division of KeyMedical Software, Inc. 1700 N. Lebanon St. P.O. Box 588 Lebanon, IN 46052 888-953-9633 toll free 765-482-7964 voice 765-482-7833 fax | Introduction | Practice Management System Requirements | Electronic Medical Records System Requirements | Order Online | | Return Home | View Excerpt | Fax Order Form | Consulting Services | Great Links | Contact Us | |
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