Automation and Modernization Strategies

Business Stage and Workflow	Getting Started	Growing	Modernizing
Scheduling	Appointment Scheduling Mobile Schedule Review Real-Time Eligibility Checks Check-In/Check-Out workflow management Manual payment capture	Scheduling Templates Intelligent Intake Automated Appointment Reminders Batch Eligibility Checks Integrated Credit Card Payment capture Customize Appointment Colors Collect Co-Pays and Balance Payments via Intake Recall Management Hospital Round Tracking	Patient Surveys Online Reviews Patient Self Scheduling Referral Follow-Up Automation Auto Merge Intelligent Intake Items
Clinical	SOAP Notes Superbills Template Utilization National Lab Connections (i.e. LabCorp/Quest). Medication management and e-prescribing Problem List creation and maintenance MIPS documentation	Telemedicine PDMP Integration Electronically Prescribe Controlled Substances Prescription Benefit Checks Local and hospital-based lab connections Customize and create new templates to meet your needs. Re-order chart tabs and hide unused tabs History/ROS/Meds/Allergies reviewed and accepted into chart from intake Customize Appointment Colors Hospital Round Tracking and Charge capture via OfficeEMR Mobile Problem List used to track assessment/plan	Medication Pickup Reminders Interface connectivity with all labs and radiology vendors that you work with Patient age/disease-specific intake questions added Clinical Decision Support Rule customization Customize SOAP Note Layout Medication Cancellation Requests
Billing	Claim Creation Claim Submission Insurance Payment Posting Receipt Posting Denial Management Paper Statement Generation	Integrated Credit Card Processing Automated Claim Submission ERA Posting Automation Automated Statement Batching and Mailing Customize RCM Wheel Work Queues	Text/Email Delivery of Automated Statements Integrated Payments on Statements Outsourced RCM Services
Document Management	Scan documents	Electronic inbound faxes to lower scanning Customize folder structure	Electronic outbound faxes
Reporting	Receipt Analysis Charge Analysis Payment Analysis Practice Summary Practice Aging MIPS/MU Reporting	Billing Analytics Rejection Analysis CARC Analysis MIPS/MU Consulting Task Management reporting by managers	Scheduling Analytics Custom Connect Reports
Task Management	Communications Order tracking Result sign-off Superbill sign-off SOAP Note sign-off eDocument sign-off	Medication Prior Authorizations via CoverMyMeds Medication Refills from the pharmacy Share lab results to the patient portal Batch Eligibility Management Electronic fax management	Population Health Queues Chronic Care Management Remote Patient Monitoring Case Management Medication Change Requests
Patient Portal	Patient Portal Access Patient secure messaging Patient appointments viewable	Lab Results shared to the patient portal Intake available in portal prior to visit Patients share documents to the practice from patient portal	Patient Self Scheduling Policies/incentives in place for patients to complete intake prior to visit
Security	Unique Usernames and Password for Each User Proper role assignment User Group review and management HIPPA Assessment and Remediation	Expire passwords after a given time Increase 'most recently used password count setting Security Audit Log Review Login Audit Review Customize and refine role access	Two-factor authentication for login

Scheduling