Practice Management Assessment

Welcome to the NaturaeSoft Practice Management Assessment. This assessment will help you evaluate your current practice management systems and identify areas for improvement. Please answer the following questions to the best of your ability.

Practice Information

Please provide your practice details below:

Practice Name

Website

Your Name

Email Address

Section 1: Practice Management Systems

How many different software systems do you use to manage your practice (charting, billing, scheduling, dispensary, patient portal)?

One integrated system

Two to three systems

Four or more systems

Mostly manual or paper-based

How satisfied are you with your current practice management tools?

Very satisfied – no problems

Somewhat satisfied – could be better

Not satisfied – systems cause frustration

We don’t really have systems in place

Section 2: Patient Experience

Can your patients schedule appointments online?

Yes, seamlessly integrated

Yes, but it’s a separate system

No, they must call or email

Do you use an online patient portal for intake forms, treatment plans, and communication?

Yes, fully integrated

Partially (some features only)

Section 3: Billing and Financial Management

How do you handle insurance claims and billing?

Fully electronic with automated claim generation and submission

Electronic but requires manual entry or uploads

Paper claims or outsourced

We don’t bill insurance

How would you rate your billing and payment collection efficiency?

Excellent – minimal rejected claims, fast payments

Good – occasional delays or rejections

Poor – frequent rejections, delayed payments

Not applicable

Section 4: Dispensary and Product Sales

Do you have an integrated system to manage your supplement or product inventory and sales?

Yes, fully integrated with EMR and billing

Separate POS system

Manual tracking or none

Not applicable

Section 5: Charting and Clinical Documentation

How efficient is your charting workflow?

Very efficient – templates and codes streamline my process

Somewhat efficient – but lots of manual entry

Not efficient – charting takes too long

We use paper charts