Software Audit

Estimated Completion Time:

5 Minutes
Name*

PrefixFirst NameLast NameSuffix
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Job Title (Select all that apply)

OwnerDoctorOffice ManagerCEOCFOOther
How many locations does your practice / clinic have?
How many providers does your practice / clinic have?
Select all that apply.

We accept credit cards.We outsource our billing.We accept insurance.We file e-claims.We file e-prescriptions.We have over 200 Medicare patients.We bill Medicare over $90k a year.We have at least one provider from a different speciality.We are cash only.We have only ever used paper health records.
How long has your practice / clinic been in business?

Not Yet OpenLess Than 6 Months6 Months to 1 Year1 to 2 Years2 to 5 Years5 to 10 Years10+ Years
Describe the vision, goals, and growth trajectory of your practice / clinic.
The more descriptive you are, the better we can match your practice with a scalable solution to meet your needs.
What is your current EHR / EMR software?
How long have you been using your current EHR / EMR software?

Less Than 6 Months6 Months to 1 Year1 to 2 Years2 to 3 Years3 to 4 Years4 to 5 Years6+ Years
What EHR / EMR features are essential for your practice / clinic? (Select all that apply)

Cloud-BasedPatient PortalOnline Patient SchedulingPatient AppProvider / Staff AppBrowser AccessibleDictationOnline Patient Intake FormsOS and iOS Compatible (Mac / Apple)ChartingReportingBillingInsurance FilingClaim & Collections ManagementInventory ManagementAppointment Reminders (i.e. SMS, Email, Phone)Telehealth ConferencingImagingLabsCoding Management (i.e. CPT, ICD 10, etc.)Patient File SharingInter-Organizational File SharingIntra-Organizational Correspondence / ChatOutcome Reporting / Management (i.e. MACRA / MIPS)Employee Management (i.e. Payroll, Hours, Vacation)Native App Store (Downloadable Extensions)Branding CustomizationOther
What irritates you the most about your current EHR / EMR software?
The more descriptive you are, the better we can match your practice with a scalable solution to meet your needs.

How satisfied are you with your current EHR / EMR's:

	Not Satisfied	Satisfied	Very Satisfied
Customer Service
Cost
Responsiveness
User-Friendliness
Reliability
Scalability
Training / Troubleshooting

What hesitancies do you have about choosing a new EHR / EMR software?
The more descriptive you are, the better we can match your practice with a scalable solution to meet your needs.
What software do your colleagues recommend?
List any software you definitely want to demo.
Select all that apply.

We want to accept and see more patients.We do not have a website.We need a better website.We need someone (else) to manage our website.We need someone (else) to manage our digital ads.We need someone (else) to manage our social media.We need someone (else) to write and post blog articles.We need someone (else) to write and send promotional email newsletters.We need to appear on the first page of Google.We have some bad reviews online.We need more positive reviews online from patients.We need to create a successful online presence for our practice / clinic.We need to offer our patients a better digital experience, from first contact to follow-up care.
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