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Here
are some sample requirements from our dental practice RFP: |
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Patient Database |
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Support unlimited number of patients. |
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Provide ability to assign patient to multiple providers, clinics and
locations. |
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Provide patient profile data fields for: multiple telephone numbers
(e.g. cell phone, work phone, fax). |
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Provide ability to enter comments or specific instructions (e.g.
nicknames or "do not call at work") for patient and/or family.
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Provide ability to enter patient data as individuals or linked by
family group, with responsible party identified. |
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Automatically update patient address or phone when one member of the
family’s address or phone changes (e.g. via family links).
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Provide ability to search by: partial patient name. |
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More… |
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Scheduling |
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Support manual or automatic computer searches for appointment time
needed by provider, considering the availability of the provider and
the facility. |
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Provide ability to
schedule a family
(e.g. two or more patients) with one entry instead of entering each
appointment individually. |
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Support appointment searching for specific requests such as Saturday
morning only. |
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Automatically alert user if an attempt is made to schedule a recall in
advance of 3rd party allowances. |
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Generate a list of instrument cassette types needed, by provider, as
interpreted from the scheduling module. |
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Support multiple types of
recalls
(e.g., three month period check, six month denture check). |
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Support
reactivation tracking
and reporting for inactive patients (e.g. list of patients not seen by
the office for 18 months). |
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Print time utilization reports which compare planned time vs. actual. |
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Track date lab work is sent/due/returned. |
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More… |
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Treatment Plans |
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Support on-screen treatment planning. |
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Provide ability to generate multiple treatment plans for one patient. |
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Provide ability to retain deleted and/or changed treatment plan items,
and identify them as deleted and/or changed. |
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Provide ability to store explanatory notes in association with
individual treatment plan items. |
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Provide ability to sort and re-order treatment plans as needed. |
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Provide ability to print incomplete treatment plans by: provider,
procedure or user defined criteria. |
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Support electronic transmittal of treatment plans to third party
carriers for pre-determinations. |
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Automatically calculate insurance benefits and patient financial
liability when entering procedures on a treatment plan. |
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More… |
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Clinical Records
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Allow the practice to customize the health history questions.
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Support method to record: soft tissue and hard tissue pathology. |
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Support sharing of family health history records among family member
records. |
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Provide ability to note specific allergic reactions (e.g. anaphylactic
shock, hives or upset stomach). |
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Provide ability to calculate DMFT and DMSF from odontogram. |
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Support recording all ADA approved Treatment and Diagnostic codes with
associated modifiers particular to the specialty being charted.
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Provide historical comparisons of clinical observations (e.g., changes
in periodontal data over a two year period). |
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Maintain audit trail of patient information disclosures, by whom, why,
and when. |
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Maintain a computerized
sedation
log. |
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Provide ability to store
digital diagnostic images
for viewing on workstations. |
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Provide ability to store
altered images
with time/date stamp and markings denoting them as altered images. |
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Print post-sedation instructions. |
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Provide ability to scan and store documents (e.g. signed consent
forms, letters, medical consults). |
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More... |
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Patient Billing
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Provide ability to enter and maintain patient demographic and
financial data for billing purposes. |
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Display the following information upon patient “check-out”: next
appointment, recall information, tooth number and surfaces. |
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Provide ability to enter an alternate fee by overriding default fee. |
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Support entry of
"explosion codes"
where one designated office code embodies all appropriate CDT codes
and procedure descriptions. |
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Support multiple billing cycles for batch statement printing (e.g.
aging date, alphanumeric by name, etc.). |
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Provide ability to print unique statement messages on patient
statements. |
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Support user-defined filtering and sorting of financial reports. |
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Print
customized collection letters
or dunning statements by patient or group of patients meeting
user-defined criteria (e.g. balances over 120 days). |
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Support financial promise tickler file. |
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Support Electronic Funds Transfer (EFT). |
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Support
HMO / PPO / Capitation billing
and processing. |
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More… |
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Insurance Claims |
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Support
open item accounting for insurance
billing and tracking. |
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Reflect primary insurance payment when secondary claim is sent. |
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Support
primary, secondary, and tertiary
insurance coordination
and pro-ration. |
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Provide ability to print insurance forms
for completed and planned services with support of Medicaid for
geographic area and ADA standard dental claim form. |
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Support single screen posting of batch insurance payments.
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Track insurance coverage breakdown per policy, employer, or company
which contains information (even if it is only for lookup purposes)
for deductibles, maximums, % for each category. |
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Provide ability to submit
insurance claims
electronically in
accordance with ASC X12 standards. |
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Print electronic claims status report showing claims transmitted,
received, settlement amount and any additional required information
from insurance company. |
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Provide insurance fee schedule comparison to office fees by actual
reimbursement schedule. |
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More… |
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Practice Management |
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Print daily patient visit report listing patients seen per day,
production and collections. |
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Print daily
procedures by producer
detailed report with procedures performed listed and counted for the
day and with month-to-date totals. |
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Print management report
showing collection /
production ratio
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Print
average patient case fee report
(e.g. average production and collection per patient
by provider). |
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Print referral report showing patients referred, treatment planned,
treatment performed, fees and collections by referral source. |
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Support sub-practice reporting with user-defined breakdown levels
(e.g. all funds are directed to one deposit account, but production
and collection reported by sub-practice). |
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Track referrals
of patients sent out of the office and whether referred specialty care
was followed through. |
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More… |
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