Tools to help you navigate the ongoing
changes in healthcare technology
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 and templates are offered at no cost, enjoy!
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.
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.
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…
Bulk Unenrollment for Patients 13-17 Years of Age
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…
Moving Patients Between Practices
Utilize a NextGen System template to move all clinical data, either on individual or multiple patients, to a different practice.
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…
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 automatically…
Auto Unenrollment for Patients 13-17 Years of Age
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…
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 if there…
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…
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 get…
Bulk and Auto Unenrollment for Patients 13-17 Years of Age
By buying these two utilities together, you can rest assured all 13-17 year-olds will no longer be part of your patient portal (and save 10%).
Seal Encounter/Account Notes
The utility allows NextGen clients to seal Encounter/Account notes at the end of each day.
Medicare Advantage Templates
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.
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.
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.
First Third Appointment by Resource
The number of days to the third open time slot on the schedule for each resource.
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.
BBP Jobs List
Listing of all jobs in the Background Business Processor and their most recent success/failure status.
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.
Total amount of unapplied credits still existing at the encounter or account level.
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.
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.
set up fee (per location)
per location per month
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.
The Magic App
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…
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.
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.
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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