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Task Cleanup Template

This template allows you to cleanup your database of old tasks in a single click, saving you valuable time. Sort by EHR or PM tasks, user, date range, and more. Additionally this template will show you open tasks by user giving you a clear picture of where tasks build up.

Automatic Status Report App

$3499

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.

Magic App

$2499

The Magic App ensures you do not miss recording 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 to your Google calendar will automatically be pushed into Harvestapp, matching billable hours to the appropriate project.

When you send an email in your Google account, the Magic App recognizes any email addresses associated with billable accounts and determines billable hours based upon the amount of words used. Words are counted and divided into blocks, each of which is billed as half an hour

Confluence Immunization Exchange

Bed Board Tracking System

Referrals Open

All KBM Templates in Use During the Last 2 Months

All Templates in Use During the Last 2 Months

All Users with Tasks Over 7 Days Old

All Users with Greater Than 20 Tasks

CQM/PQRS by Provider

Displays CQM selections as configured in the CQM Check template.

Meaningful Use

Meaningful Use as configured on the VCQM Check template.

First Third Appointment by Resource

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

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.

BBP Jobs List

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

Active Contracts

Active contracts practice has with insurers.

Unapplied Credits

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

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.

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.

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.

Denial Rate

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

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.

Spreadsheet to Posting Batch

$1499

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 to access each individual account and add the transactions individually. Great for massive clean up projects.

Medicare Advantage Templates

$14,375

These templates ensure capture of HCC scores and assist in maximizing 5-star scores.
The Medicare Advantage suite is built on the NextGen 8.3 platform. The suite includes features that:
• Identify HCC and RxHCC codes at point of care.
• Ensure HCC codes are recertified annually.
• Facilitate the Medicare Health Risk Assessment.
• Code and post encounter query workflows.
• Import HCC codes diagnosed by other providers and Medicare data.
• Automate identification of suspect HCC codes.
• Identify gaps in HEDIS measures.
• Project HCC scores in real time.
• Provide pre-sweep HCC optimization review.
• Integrate with transportation systems.

Outsourced Collection Agent Account Placements Automation Utility

$1999

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 staff having to manually intervene. Fully automates the Bad Debt process, so you’re not increasing costs on accounts that have been identified as Bad Debt.

Seal Encounter/Account Notes

$499

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

Auto Unenrollment for Patients 13-17 Years of Age

$1799

This utility will run nightly and automatically remove any 13-17 year old patient who was added to the Patient Portal that day and will continue removing those patients on an ongoing basis.

Bulk Unenrollment for Patients 13-17 Years of Age

$1799

To prevent a possible HIPAA issue, every single pediatric patient ages 13-17 would have to sign a release granting their parents permission for access to their portal, or you would have to manually unenroll each one from the portal. This utility immediately unenrolls every 13-17 year old patient from the NextGen Patient Portal.

Bulk and Auto Enrollment for Patient Portal

$6750

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 get into the Patient Portal, you also get the 10% discounted price.

Auto Enrollment for Patient Portal

$3750

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 automatically enrolls patients when they join or are seen at the practice.

Bulk Enrollment For Patient Portal

$3750

Ease meeting Meaningful Use portal requirements and increase portal adoption. The bulk enrollment utility automatically enrolls all patients with email addresses in NextGen Patient Portal. The utility includes the ability to send a customized message to all patients, welcoming them to the portal.

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.
This new EHR-agnostic tool helps discover:

• – Total Monies Paid to Practice
• – Total Amounts Paid by Payer by Pay Date
• – Volume of Denied Claims by Pay Date
• – Percentage of Denied Claims by Reason Code
• – Average Amount of Time Payers Take to Pay
• – Analysis of Patient Responsibility

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?

Document Auto-completion Templates

This package includes the Care Guidelines Automation package, Order Management Automation package, and Diagnostic Histories Automation package, allowing you to map scanned documents to a particular test. When a date of service is added, guidelines, orders, and medical/surgical history are automatically updated.

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. You’ll increase patient retention, increase compliance with Meaningful Use Menu Measure 4, and provide improved quality of care.

Clinical Operations Manager Template 5.9/8.4

This template allows you to track, from a single dashboard, the outstanding clinical tasks in your practice(s), filter by type, and reassign to different users. The categories tracked include:
Clinical Tasks, Patient Portals Messages, PAQ Items, Open Orders, Unmatched Refills, Undocumented Encounters, Unbilled Encounters and Rosetta Holding Tank Items.