Automation and Modernization Recommendations

The below table will summarize key features or concepts that businesses and department heads should ensure that they are using based on the current stage or goals for the business. The recommendations are broken down by 3 main business focuses: getting started, growing, and modernizing. Simply identify the phase that best sounds like your practice and review the recommendations within.

Getting Started: Businesses that are considered "getting started" may be brand new practices that have just recently been established or those that have just recently migrated to our software package for the first time. Your focus right now should be on mastering the basics. These are the things that essentially "must" happen for most practices to get by on a day-to-day basis.
Growing: Businesses that are considered "growing" may be looking to grow in the near future, have recently added providers or locations, or are just looking to take their software experience to the next level. Now that you have mastered the basics, the next step is to start layering in processes and software to streamline the business. This includes eliminating the things you don't need and adding in a level of automation that you do. It's important to point out, you don't have to be a specific size or number of locations to lump yourself into this group. As long as you have mastered the basics and you are looking to save money or time while increasing revenue, this is the stage for you.
Modernizing: Businesses that are considered "modernizing" may have likely already dipped their toe into automation in one to many parts of their business. These practices are looking to provide not only their patients but their staff with a modern technology experience. These practices are focused on eliminating hurdles to care that have existed for years in the healthcare landscape by capitalizing on a full suite of solutions that set them apart from the competition. Again, it is important to point out, you don't have to be a specific size or number of locations to lump yourself into this group either. If you have the mindset that you are ready to take advantage of all the technology that exists to revolutionize your practice, this group is for you.

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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

Automation and Modernization Recommendations

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