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ChartPerfect PM

Each EHR license includes full access to our built in
Practice Management system, and support staff access.

ChartPerfect is an award winning Practice Management System!
Our Practice Management system includes an easy-to-use drag and drop scheduler,
with custom incriments and color coded appointments time slots.

Tracking charges and payments is quick and easy with our built in Practice Management
system. Import ERAs and run electronic eligibility verification with a single mouse click!

Our audit trail is power and straighforward. Track activities by staff, module or date.

Our powerful and easy-to-use reports module allows you to run reports by practice or provider.

(For a detailed list of features see the features section below)

What's included with our PM

(Not all features are on the list below)


Color Coded Schedules

Create color coded appointment times by provider, type or visit reason. It is much easier to see who is on the schedule when everything is displayed in soft pastel colors.

Electronic Superbill
Appointment Reminders

Send text, email or voice reminders to confirm appointments, send missed appointments recalls, or when a provider is out. Reminders can be used for a variety of unique purposes.

Insurance Eligibility Verification

Eliminate website or telephone verification of insurance. ChartPerfect has a built in eligibility verification system to do the work for you, ahead of time, or at check in.

Drag and Drop Rescheduling

Rescheduling or moving a pending appointment is easy in ChartPerfect, just click and drag t to the preferred date and time, all in one click.

Recurring appointments

Schedule our recurring appointments for patients that need to return for more than one appointment.

Take Copays & Payments

Take copays and payments during the check in process. All payments are automatically passed to the billing department in real time.

Appointment Waiting List

Add patients to the waiting list on booked days. If a time opens the system will automatically prompt the staff to contact the patient to confirm availability.

Day/Week/Month Views

View your schedule in Day, Week or Month view. You can even display multiple providers schedule side-by-side for the best appointment match.

Schedule Blocking

Block any date or time when a provider needs to take themselves of their normal schedule. You can even list the reason for the block like "out for the day".

ID Card Scanning

Scan in Insurance and ID cards to the patient demographics during checkin.

Referral Tracking

Track how patients hear about your office, including which providers referred patients to you, and when.

Credit Card Processing

Take credit card and eCheck patients using our built-in payment processing system, in real time. No more double-data-entry!

No Show Reports

Track no-shows to reduce revenue loss, and send reminders to patients that were a no-show.

Appointment History Reports

Run reports on appointment history by patient, location, provider and appointment details.

Electronic Sign In Sheet

Patients can sign in using our digital signature pad for HIPAA compliant and remove the paper process.

Google Driving Directions

Send patients driving directions via email, or walk them through step by step with onscreen directions.

Electronic Office Messaging

Send messages to one or multiple users in the office. Messages can also include EHR attachments.

Electronic Faxing In and Out

ChartPerfect uses the SRfax eFax engine to send and receive faxes. Each fax will automatically be delivered to the inbox.