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. 2004 Sep;2(5):418–420. doi: 10.1370/afm.114

Table 1.

Business and Practice Management Areas

Patient care documentation
Maintain computer-based clinical records
    Diagnoses or problem list
    Medications list or adverse drug reactions
    Patient charting or other computer-based clinical records
Track
    Immunizations
    Patients’ adherence to recommended well-child visits
    Laboratory reports
Write prescriptions
Patient accounting
Bill insurance companies
Provide customized patient statements
Post accounts receivable by patient, by provider
Maintain physician fee schedule
Open item or claim, or balance forward transaction entry
Provide cash or accrual-based accounting reports
Real-time aging and balance of accounts
Office business support
Manage assets
Track CLIA compliance
Maintain employee personnel data and job descriptions
Track
    Office inventory
    Vendor billing
    OSHA compliance
Process payroll
Provide patient education and marketing aids
Provide tax management
Appointment scheduling
Provide immunization reminders
Provide appointment reminder notices
Print charge slips/labels for charts
Register new patients
Update demographic data when visits are scheduled
Track no shows or cancellations
On-demand appointment processing
Management reports and analysis
Track and analyze activity and revenue
    By payer
    By provider
    By service (etc)
    By patient (etc)

CLIA = Clinical Laboratory Improvement Amendments; OSHA = Occupational Safety and Health Administration.