Evaluate functional requirements

Practice Management

1. Patient surveys

2. Online reviews

   1. post to social media​

   2. post to web site

3. Preference based communications 

   1. text, email, phone, mobile​

4. Frame inventory online

5. Recall​

• 1. eRecall​

  2. recall list print

1. Online scheduling

   1. eSchedule vs request​

   2. auto write to scheduler vs

   3. manual write to scheduler

   4. demographics

   5. insurance information 

   6. appt list print

2. Reminders

   1. appointment​

   2. recall

3. Scheduling 

   1. time increments​

   2. templates

   3. drag & drop

   4. cut & paste

   5. next appt

   6. resource based

   7. day, week, mo views

   8. multi-location view

   9. appt type colors/icons

4. Notifications

   1. contacts order ready​

   2. spectacle order ready

   3. online registration prior to appt

5. Patient Portal

   1. Optical Rx's​

   2. Online payments

   3. Medical records

   4. Visit summary

   5. Medical history

      1. PFSH​

      2. ROS

      3. Lifestyle

   6. Secure messaging

   7. Secure text

   8. HIPPA support

6. Online registration

   1. Demographics

   2. Insurance information

7. Secure patient messaging

8. Secure patient texting

9. Into office messaging

10. Marketing support

    1. patient referrals​

    2. provider referrals

    3. referral source

11. Accounting-Patient

    1. general ledger​

    2. invoicing

       1. lab order posting​

       2. EHR exam posting

    3. eStatements

    4. online payments

    5. co-pay pre-payments

    6. balance transfers

       1. patient ~ patient​

       2. insurance ~ insurance

          1. primary ~ secondary​

       3. patient ~ insurance

12. eClaims

    1. eEligibility/authorization​

    2. eVision claims

    3. eMedical claims

    4. ERA posting (electronic remittance)

    5. EOB posting

    6. RCM (revenue cycle management)

13. eProduct catalogs

    1. spectacle lenses​

    2. contacts

    3. frames

    4. inventory

       1. bar code support​

       2. list of frames sold

       3. list of inventory (cost & retail)

       4. web site integration

14. Reports

    1. day sheets​

    2. fee slip audits

    3. production reports

    4. marketing list support

       1. Rx range​

       2. ICD, CPT

       3. age

       4. demographics

15. Third party integrations

    1. 4Patient Care​

    2. EyeCare Prime-Nexus (Web systems3)

    3. Weave

    4. Solution Reach

    5. The Edge/Pro

    6. Glimpse

    7. Others

EHR

• Government compliant

  • MIPS-no extra clicks for MIPS​

  • secure messaging (provider & patient)

  • CCD communications (future mandate)

  • audit compliant

    • no exam cloning​

    • exam/invoice/claims-match

    • automated orders

    • automated I&R and op notes

• Auto documentation of

  • interpretation & reports​

  • operative notes

  • assessment/Plan/Treatments

• Communications

  • provider letters

    • eFax​

    • push document to text

  • patient visit summary

    • push to patient portal​

  • CCD (government compliant documents)

    • push to other EHRs​

    • push to patient portal

• Product catalogs for all CL parameters

• Refraction

  • digital refraction interface​

  • keratometry w/ copy forward

  • push Rx's to:

    • patient portal

    • lab orders (before, during, after exam finalized)

  • product catalog with all Rx configurations​

    • Hybrid-Synergeyes products

    • Soft contact lens database

      • private label support​

  • specialty custom CL all parameter support

    • soft, RGP & Scleral 

      • sphere w/ multifocal, toric, aspheric

      • multifocal w/ sphere, toric, aspheric

  • copy to functionality (bi-directional)

    • OD to OS​

    • multiple refractions - each w/ custom label

      • presenting​

      • lensometry

      • retinoscopy

      • cycloplegic

      • auto refraction

      • wavefront

      • photopic/mesopic/scotopic

      • final spectacle

      • alternate spectacle

      • trial contact lens

      • final contact lens

      • alternate contact lens

      • CL support

      • • lens rotation​

        • lens fit

        • over refraction

      • Care and wearing schedule

  • refraction history view in exam

  • prism, pinhole, glare & pd support

• Exam features​​

  • header w/ exam type and:​

    • date/time​

    • multiple other providers (specialty labeled)

    • location, provider, technician (editable)

  • chief complaint w/ HPI (status/quality/severity)

    • system & user defined complaints/problems​

    • history; view, update/copy forward

  • PFSH/ROS/Lifestyle-integrated online

  • allergies with update/copy forward

  • medications-one click entry from eRx all provider meds

  • prelim tests-the usual plus:

    • height/weight/BMI​

    • BP, pulse, temperature, respiration

    • pulse oximetry, blood glucose, HbA1c

  • Screening tests-billable and coded

    • Optomap, retina, VF, ​OCT, topography, etc

  • Other tests-non coded/non-billable

    • motility, gross VF,  color vision​, pupils

    • amsler grid, dry eye, neurological, auscultation

    • contrast, glare, sinus, staining

    • low vision, developmental, VT

    • any other sub specialty care

  • binocular vision testing w/ change/copy forward

    • near point fused X cyl, dominance, NPC, NPA​

    • AC/A, aniseikonia, cover test, phoria by type

    • fusion, NRA/PRA, stereopsis, vergence

    • user defined tests per exam template​

  • physical exam support to reduce clicks​

    • well vision & problem oriented exam support

      • well vision design for well exams​

        • all normal selection box

        • refraction automate assessment/Rx

      • problem based design-medical exam support​

        • severity based problems selection automates:

          • ​findings, assessment, plan, treatment

          • orders, procedures, special tests

          • interpretation & reports, op notes 

          • all with only a few clicks

  • Orders support 

    • perform, schedule, recall, referral for​

      • meds, exams, consults, special tests, surgery​​

  • ePrescribing ~ look for comprehensive features​​

    • Rx checks​

      • drug-drug, drug allergy, drug disease​

      • drug-pediatric, drug-geriatric

      • drug formulary w/ pricing information

      • push to patient; coupons and drug info

    • insurance interface

    • ePA (auto prior authorizations)

    • provider renewal alerts