CareOptimize Utilities

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


These utilities are offered free of charge.

Document Auto-completion Templates

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

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?

Coronavirus Crystal Report

This crystal reports generates a list of your most at-risk patients for the Coronavirus based off the patient's chronic conditions and can be used for patient outreach.

Coronavirus Template + Document

This template and corresponding document will walk your providers through the process of handling a potential coronavirus case. It screens for other potential causes of the patients symptoms...

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

NextGen EHR Utilities

CCM Templates

The CareOptimize Chronic Care Management solution includes the following templates.: Coordination of Care Template, Creation of a Care Plan, Creation and generation of Care Plan History, Custom template that meets requirements of Patient Consent...


Clinical Operations Manager

The Clinical Operations Manager 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. Included is the ability to export data to Excel.


Coding Module

Assimilate business and clinical operations by presenting coding opportunities at point-of-care. Using coding module, coders perform pre-encounter 24-48 hours prior to patient being seen. Gaps are pushed to point-of-care for provider...


Copy Medications Favorite

Easy-to-use template that takes physician favorite medications already set up in the Medications Module and allows physician to select and copy the list, then send it to an individual provider or group of providers.


CPTII Template

CPTII codes play an essential role for HEDIS. CareOptimize created a system template to include business rules that automatically apply CPTII codes based on the provider’s workflow. This automation creates...


Managed Care Audit & Assessment

The Managed Care Audit and Assessment determines the profitability and opportunity of capturing additional lines of revenue. During the evaluation...


Medicare Advantage Full Package

Contains both MA Overlay Lite and Referral Management templates. This custom and proprietary template contains detailed quality coding, and referrals workflow needed to manage more...


Medicare Advantage Overlay Lite

Contains all the Medicare Advantage parts of the full MA package without the Referral Management components.


Onsite Assessment

A CareOptimize Consultant will be onsite for 1.5 days to execute the following: Interview key team members including clinical personnel and perform an EHR system audit.


Patient Tracking System

The Patient Tracking 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...


Referral Management Template

Contains all the Medicare Advantage parts of the full MA package without the Medicare Advantage Overlay Lite components.


Task Cleanup

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.


Quality Module SOAP Notes Integration and Huddle Sheet

Coding and quality gaps in care information pushed from the quality module is integrated into the SOAP template, allowing the information...


Moving Patients Between Practices

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


Unapplied Utility

NextGen users can identify and move unapplied encounter and account credits in a more automated approach, as opposed to conducting time-consuming research.


Seal Encounter/Account Notes

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


Outsourced Collection Agent Account Placements

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…


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 to access each individual...


Encounter Event Utility

Capturing appointment events from Practice Management and placing them into the EHR as Encounters. This unique transfer of information from PM to EHR puts the actual...


Are your 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.

Denial Rate

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

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.

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.

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.

Unapplied Credits

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

Active Contracts

Active contracts practice has with insurers.

BBP Jobs List

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

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.

First Third Appointment by Resource

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

Potential MIPS Surplus or Deficit

MIPS adjustment increase or decrease deficit potential

CQM/PQRS by Provider

Displays CQM selections as configured in the CQM Check template.

CCM Coding

All Users with Greater Than 20 Tasks

All Users with Tasks Over 7 Days Old

All Templates in Use During the Last 2 Months

All KBM Templates in Use During the Last 2 Months

Referrals Open

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

EHR Agnostic Utilities

PatientTracking System

The 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.

Immunization Exchange

All states except 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.


Additional Utilities

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.



Utilities Developed For Our Partners


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



Leave us a message and we’ll contact you.