The Complete Exam – Administrative Features

A comprehensive view of all patients is available, and can be filtered to show only active or inactive patients, or to sort by birthday or if they are a guarantor. Types of data visible in the overview screen can be customized, so if insurance carrier is critical, or age, you’ll be able to see that in one glance. Charts can be opened directly from the patient overview, or from the appointment screen. The appointment screen includes many scheduling features, such as family appointments, the ability for multiple people to schedule simultaneously (on different appointments), ideal day pre-blocking, customized status options like tentative, confirmed or dependent on insurance, and pre-defined appointments for individual providers. Administrative notes allow for records of conversations and color-coding makes the notes easily sortable.

To preserve patient information, a patient information screen shows a static patient profile that can be edited on a separate page. Insurance information, patient photos, contact information, referral information and medical alerts are all visible in one place. The patient ledger includes the ability to track payment history over time, including changes in insurance or guarantor. The ability to integrate with Quickbooks provides ease of accounting and the ability to rapidly do taxes. Running patient balances (with relevant insurance) and profit and loss statements increase ease of accounting and patient communication.

Patient letters, recalls, prescriptions and reminders can be imported, created, edited and stored in TCE. Once finished with a document, it cannot be altered, although a new version can be created with edits. This allows for legal integrity, but allows templates and forms to be re-used time and time again. Buttons for commonly used documents can be customized and updated over time. TCE also allows for digital signatures and dictation. Patient information can be merged with documents to create personalized communication.

Ad hoc and standardized reporting are both available, and data can be exported to analytic programs and/or merged with documents like forms or letters.