Optometry EHR and Billing Software Evaluation Form
Please provide your evaluation of the EHR and billing software based on your practice's needs and experience.
Practice Profile
*
Please Select
Solo practice
Group practice
Multi-location
Academic/Institutional
Other
Current EHR/Billing Software Used
*
Primary Evaluation Priorities (Select up to 2)
*
Ease of use
Feature set
Support & training
Price/value
Integration
Security/compliance
Other
Feature Ratings
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Rows
Poor
Fair
Good
Excellent
Scheduling
1
2
3
4
Clinical documentation
5
6
7
8
E-prescribing
9
10
11
12
Reporting/analytics
13
14
15
16
Patient portal
17
18
19
20
Billing Workflow Needs
*
Insurance claim management
Patient billing/statements
Payment posting
Eligibility verification
Other
Integration Requirements
*
Optical/point-of-sale
Imaging devices
Labs
Insurance clearinghouses
Other
Support and Training Expectations
*
Minimal (self-serve resources)
Moderate (scheduled training, some support)
Extensive (ongoing support and training)
Expected Implementation Timeline
*
Please Select
Immediately
Within 3 months
Within 6 months
6-12 months
Not yet determined
Overall Satisfaction with the Software
*
Very dissatisfied
1
2
3
4
Very satisfied
5
1 is Very dissatisfied, 5 is Very satisfied
Final Recommendation
*
Recommend for adoption
Recommend with reservations
Do not recommend
Submit Evaluation
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