Front Desk Features
- Fast patient registration
- Automatic birthday reminders
- Schedule multiple appointments
- Standard or customized receipts
- Print daily appointment reports in color
- Track inventory
- Text message (SMS) or Email appointment reminders
- Email patient statements
Appointment Schedule Features
- Colorful on screen Appointment Schedule
- Display schedule by Provider, Session or Status
- Display patients phone numbers
- Optional auto delete appointments option upon check out
- Visually note missed appointments at a glance
- Track status of patient appointments
- Status summary box
Patient Records Features
- Unlimited patients including:
Unlimited insurance files per claim
Unlimited appointments
Unlimited claims
Unlimited patient notes
- Care plan and payment option features
- Scan patient documents and forms
- Scan insurance cards front and back
- Scan driver licenses and use photo as patient image
- Import digital camera images, even x-rays
- Import digital x-rays
- On screen Clam Tracking Schedule
Set reminders
Track important tasks and referrals
- Set patient popup alerts per screen
Patient Correspondence Features
- Create mail merges, labels and mail sorts
- Use a word processor of your choice.
- Automatically generate
Email appointment reminders
Text message (SMS) appointment reminders
Missed appointment notices
Chiropractic care reminders
Patient statements
Care plan schedules, etc.
- Free interface with Document Plus Software
Reports Features
- Over 60 report options
- Wide array of data filters and features
- CA tested and approved report formats
- All reports can be viewed on screen or sent to a PDF file
Statistical & Diagnostic Features
Payments & Write-Offs
Visits & New Patients
Posting Features
- Auto post payments from 835 Electronic billing response file
- Post individually or by group
- Post by date range and/or procedure code
- Post by rejections, deductibles and maximums
Customize Features
- Fully customizable to accommodate anyone
Doctors and therapists office hours
Exam Tests (SOAP Notes)
Mailing codes
Referral type codes
Procedure codes
Multiple procedure codes
Diagnostic codes
Open / close office hours
Payment codes
Referral codes
Appointment time factors with color
Unlimited doctor capability
Security Features
- Three security levels of password access
- Set passwords per doctor
Insurance Billing Features
- HIPAA compliant
- Bill directly to any insurance company or clearing house
- No middle man to pay, no per claim fee’s, no electronic billing fees and no annual
flat rate fees.
- Pre-billing worksheet identifies potential errors scrubs the claim checking it for
errors
- Insurance follow-up reports track primary, secondary and tertiary
- Missed Billings Report - never let one slip through the cracks
- Easily reopen closed claims
- Proof of timely filing
- Paper billing on six different billing forms
- Review billings for errors on screen before you print
Patient Billing Features
- Email patient statements
- Options for patient statements:
- Patient and / or insurance balances
- Include patients payment history
- An aging report
- Return receipt
- Custom messages
- And more
- Auto charge Care Plans
- Auto charge interest for past due balances
SOAP Notes
- Create your own custom Chiropractic SOAP Notes (Chiropractic Exam Notes)
- Select from several pre-designed notes compliments of other Herfert Software users
- 26 user defined tests
- Unlimited subluxation levels
- Random text generation
- Individual Level (Long) or Combined Level (Short) SOAP Notes
- Create patient templates for:
History of Symptoms
Subjective Comments
Comments
Private Notes
- Choose from three report titles:
“Visit Notes”
“Initial Report”,
“Final Report”.
- Option for diagnosis and/or chiropractic care procedures on the Exam Notes
- X-rays, photos and documents are kept with each visit
- Private Notes tab page that can be used as a doctors worksheet
- Doctors digital signature
- Print to screen, printer or PDF file
- Electronically transfer encrypted notes
EMR
- Accurately store and integrate all patient information
- EMR image storage
Scan documents and forms
Scan insurance cards and driver licenses
Import photos from a digital camera
Import digital x-rays
- Images are stored by claim number and/or visit
Other Features
- Use with iPhones and Mac’s with Leopard Operating System using Windows XP, Vista,
Windows 7 and Windows 8
- Field by field help line on the bottom of every screen
- Detailed on screen manual
- Free on line training
- Network version included
- American owned and operated
- Extensively tested — 31 years in ACTUAL clinic operation
Interface
- Document Plus - Interface
- Freeware and Open Source Programs
- Life Systems—ChiroPad Interface
- The Sigmark Company—Esigninsheet
We are always adding new features to our software.
Technical Support (priced separately)
- Free 90 day trial
- Program enhancements
- Changes from insurance companies ever changing billing requirements
- Unlimited telephone, Internet, fax and email support during support hours
- Updates are based on customers needs and requests.
- Monthly newsletters containing helpful tips and the latest news for insurance billing
- Annual support discounts available
- See “Price” page for details
System Recommendations
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