CareOptimize Utilities

CareOptimize continually develops utilities to help both our clients and staff maximize their productivity.
We share these utilities with others, provide examples of our capabilities, and even let you design a
custom utility to satisfy your own individual requirements.

EHR FREE UTILITIES

These utilities are offered free of charge.

Task Cleanup Template

Eliminate having to manually delete and remove old tasks from EHR and PM. This template automates the process for you, saving you time and allowing your system to improve performance.

Clinical Operations Manager Template 5.9/8.4

This template allows for you to track, from a single dashboard, the outstanding clinical tasks in your practice(s), filter by type, and reassign to different users.

Add EPM Recalls
from EHR

Tired of having to go to EPM to create a recall? Is your check out staff consistently missing that step? With our FREE template package, create EPM recalls directly in EHR.

Document Auto-completion Templates

This package includes the Care Guidelines Automation package, Order Management Automation package, and Diagnostic Histories Automation package.

Patient History Customization Template

Customize the KBM Patient History templates utilizing a Practice Template. No template editing or SQL required.

Full State of the Practice Report

Is your practice: Running efficiently?, Maximizing your reimbursements?, Keeping up with Meaningful Use and all the updated regulations?, Ready for MIPS?

Revenue Cycle Analyzer

This new offering from CareOptimize takes your 835s and payment data, and turns it into actionable reports.
Reveal discrepancies with payers, patients, and within your own system.

CareOptimize also offers packages to help make navigating
the myriad changes in healthcare technology a little easier.

NextGen EHR Utilities

Bulk Enrollment
for Patient Portal

Ease meeting Meaningful Use portal requirements and increase portal adoption. The bulk enrollment utility automatically enrolls all patients with email addresses in NextGen Patient…

$3750

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Auto Enrollment
for Patient Portal

This utility automates the process of enrolling all your patients in the required Patient Portal. While the Bulk Enrollment enrolls all patients with an email address, this one

$3750

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Bulk and Auto Enrollment for Patient Portal

Attain maximum use of the Patient Portal by utilizing both the Bulk and Auto Enrollment tool together.
When you purchase both together, you not only ensure all your patients

$6750

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Moving Patients Between Practices

Utilize a NextGen System template to move all clinical data, either on individual or multiple patients to a different practice.

$1799

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Unapplied Utility

This utility enables NextGen users to identify and move unapplied encounter and account credits in a more automated approach as opposed to researching to determine

$1999

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Seal Encounter/Account Notes

The utility allows NextGen clients to seal Encounter/Account notes at the end of each day.

$499

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Outsourced Collection Agent Account Placements Automation Utility

Allows the client to Automate the Bad Debt process from pre-listing the account for Bad Debt. Process Bad Debt and upload the placements to your collection agency without the…

$1999

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Spreadsheet to Posting Batch

This utility enables the users to export a NextGen report to Excel, indicate an adjustment or payment on the Excel SS, and upload it into a Posting Batch in NG to be posted without having

$1499

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Managed Care Templates

These templates ensure capture of HCC scores and assist in maximizing 5-star scores.The Managed Care suite is built on the NextGen 8.3 platform.

$14,375

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Are you providers keeping up with regulatory programs? How long is it taking for claims to be sent out? How does your A/R stack up against industry benchmarks?

With a CareOptimize State of the Practice Report, your practice knows exactly where you stand at any given time in a comprehensive set of areas.

State of the Practice Report and Standalone Utilities

Top 20 Payers

Lists the top 20 payers based on data from the past year. Self Pay is included as a payer in this report.

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Denial Rate

Lists the denial rate by category for the past 12 months.

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A/R Aging

A/R aging for the top 20 payers, plus Self Pay. Utility shows the current amount of charges, 90 days outstanding, and charges over 180 days.

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Bill Lag Time

The average amount of time elapsed since the date of service and first billing date for that encounter for the past 30 days.

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Charge Entry Lag Time

Average amount of time elapsed since the date of service and the first charge entry for that encounter for the last 30 days.

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Unapplied Credits

Total amount of unapplied credits still existing at the encounter or account level.

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Active Contracts

Active contracts practice has with insurers.

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BBP Jobs List

Listing of all jobs in the Background Business Processor and their most recent success/failure status.

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Average Appointment per Day by Provider

An average of the number of appointments per day for the last 30 days (any day). The report ignores days with 3 or less appointments.

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First Third Appointment by Resource

The number of days to the third open time slot on the schedule for each resource.

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Meaningful Use

Meaningful Use as configured on the VCQM Check template.

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CQM/PQRS by Provider

Displays CQM selections as configured in the CQM Check template.

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CCM Coding

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All Users with Greater Than 20 Tasks

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All Users with Tasks Over 7 Days Old

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All Templates in Use During the Last 2 Months

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All KBM Templates in Use During the Last 2 Months

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Referrals Open

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The following utilities help streamline certain functions in your practice and are not specific to any one EHR.

EHR Agnostic Utilities

Bed Board Tracking System

The Bed Board web-based patient tracking and cycle time data system allows urgent care clinics and ambulatory care surgical centers to view real time data about their clinical activity. This organizational tool maximizes operational efficiency by streamlining the patient process, leading to higher patient and provider satisfaction.

$1499

set up fee (per location)

$198

set up fee (per location)

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Confluence
Immunization Exchange

All states except Connecticut and New Hampshire have electronic immunization registries, or Immunization Information Systems (IIS). Many of these states require submission of immunization data to these registries. Confluence, the nation’s immunization data delivery network, offers any provider administering an immunization access to the client’s immunization history.

MORE INFORMATION

Additional Utilities

The Magic App

he Magic App ensures you do not miss recording hours billable hours for any of the important work, calls, appointments you have throughout the day. The app works seamlessly between Google and Outlook calendar and Harvestapp. Entries added…

$2499

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Automatic Status Report App

Automatically gather entries from your time tracking in HarvestApp and ticketing in Zendesk, providing automated status reports to keep your stakeholders informed each step of a project.

$3499

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Utilities Developed For Our Partners

POLYGLOT SYSTEMS

Polyglot Meducation provides simple, personalized medication information to increase health literacy and patient compliance. Care Optimize has integrated the Meducation solution into multiple EHRs, integrating the Meducation solution directly into the clinical workflow.

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BEACON LBS

Beacon Lab Benefit Solutions provides providers and health plans real time input on coverage and affordability of lab tests. Care Optimize has integrated the Beacon solution into multiple EHRs, providing real time coverage information at point of care.

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