Featured Report

Top 10 Practice Management System Failures That Cost You Money

No PM system is perfect. But the wrong configuration — or missing features — can cause major revenue loss. This report covers the most damaging system deficiencies and how to overcome them.

Request a Software Optimization Assessment Back to Resources

Local partnership. Modern performance.

Relationship-driven support, transparent workflows, and technology-enabled visibility — built for Northern Michigan providers.

Serving healthcare providers across Northern Michigan.

No PM system is perfect. But the wrong configuration — or missing features — can cause major revenue loss. This report covers the most damaging system deficiencies and how to overcome them.

Top 10

10. Deficient Appointment Scheduler

Slow, outdated scheduling systems lead to missed charges and reduced patient flow.

Solution: Upgrade scheduling tools, ensure accurate insurance eligibility, and use reminders.

9. Poor Interface with EHR

Missing or incorrect charge data creates claim errors.

Solution: Program customized superbills and improve integration.

8. No Payment Balancing or Reconciliation

Unbalanced payments indicate missing revenue.

Solution: Establish manual or automated reconciliation workflows.

7. Poor Clearinghouse Interface

Claims get stuck, lost, or delayed.

Solution: Use clearinghouses with strong rejection tools and reporting.

6. Poor Patient Balance Workflow

Many PM systems lack modern patient payment tools.

Solution: Use text-to-pay, portals, and automated statement generation.

5. No Patient Payment Portal

Patients expect easy online payments.

Solution: Add a revenue-focused payment portal even if separate from EHR.

4. Poor Collection Agency Interface

Manual processes waste time and increase errors.

Solution: Implement direct export/import with agency systems.

3. No Denied Claim Tracking

Denials should never “age out” unnoticed.

Solution: Use real-time denial queues and consistent appeals workflows.

2. No Lost Claim Tracking

Claims that disappear after submission result in complete payment loss.

Solution: Run missing claims reports and track by date-of-service intervals.

1. Ineffective Reporting & Dashboarding

Poor reporting = poor decisions.

Solution: Combine PM system data with third-party reporting tools to gain visibility.

Want help fixing these issues?

We can assess your current workflows, identify root causes, and build a practical plan to improve collections and reduce rework.

Request a Software Optimization Assessment Explore Services

Related services

Billing & RCM Denial Management Reporting