Practice management solutions designed with your whole practice in mind

From scheduling to billing and reports, ChartPerfect provides a truly all-in-one platform that transforms the way you manage your practice.

Practice Management the way it should be

Exceptional patient care happens when teams work together. ChartPerfect’s fully integrated EHR and practice management breaks down silos to bring your practice’s collective workflows together — all in one, powerful platform.

ChartPerfect's practice management front office software
Automatic appointment reminders

Automatic appointment reminders

Our easy-to-use appointment reminders can be set up based on your practice needs. Send automatic confirmations and reminders, and receive confirmation or cancellation requests from patients with advanced two-way text capabilities. Voice, text, and secure email reminders aren’t only for scheduled appointments. You can automatically send messages to patients who haven’t been seen for a specific time period – no more manual calls or postcards. With automation at the helm, you and your staff can focus on more important things like delivering superior patient care.
Automatic eligibility checks

Automatic eligibility checks

Free your staff from the time-consuming task of eligibility verification, avoid costly denials, and ensure your patients receive the most from their insurance with our real-time insurance eligibility and benefit verification module. In the matter of moments, copayments, deductibles, and covered service details are automatically downloaded into the patient’s appointment for immediate or future access. Eligibility can also be processed in batches by the day or week allowing for time to confirm insurance and make scheduling adjustments.

Efficient Front Office Workflow

Overwhelming paperwork, missed appointments, and time-consuming tasks don’t have to be the standard anymore. From efficient scheduling to automated Insurance eligibility, ChartPerfect gives you the tools you need to eliminate inefficiencies and manage your practice successfully.

Easy patient scheduling

Easy patient scheduling

Using our fully integrated Patient Portal, your patients can quickly request new appointments or make adjustments to their existing ones, all at a time that works for them. Any appointment request will automatically appear in the Portal Queue for staff to quickly review and approve as needed..

With ChartPerfect’s integrated Appointment Waiting List, patients are notified of appointment availability through telephone, text or secure email, saving staff time and enabling your practice to fill empty appointments on your schedule – with no manual phone calls required.

Paperless intake forms

Paperless intake forms

Eliminate time spent on scanning documents and shuffling through stacks of paper with our customizable electronic patient intake forms. Prior to their visit and at their convenience, patients can complete all the necessary medical history, demographics, and insurance information instead of rushing through forms during their visit. Once the HIPAA compliant forms are submitted, the data is automatically loaded into the patient’s chart and visit note.
Integrated Patient Check-in Kiosk

Integrated Patient Check-in Kiosk

Automate administrative tasks and reduce check-in times by empowering patients to digitally enter their medical history, demographics, current medications, and payment information for a complete patient record. Our self-service Kiosks are seamlessly integrated with ChartPerfect, allowing patient data to be automatically updated with each check-in – freeing staff to provide a better, more personalized experience.

ChartPerfect's practice management medical billing software
Electronic Superbills

Electronic Superbills

Automate the billing process and eliminate inefficient paper-based workflow with provider-specific digital encounter forms (superbills). Our customizable superbills are built directly into the EHR process, allowing each provider to quickly document charges using their list of predefined common procedure and diagnosis codes tailored to their unique needs. Once a superbill is complete, it is automatically routed to your billing staff for scrubbing and electronic uploading to the built-in clearinghouse.

Electronic Remittance Advice (ERA)

Electronic Remittance Advice (ERA)

Reduce the process of chasing down paper EOBs. Effortlessly post insurance payments to the patients account by enrolling to receive electronic remittance advice (ERAs) within ChartPerfect. There’s no charge for enrollment, and with automatic charge matching, ChartPerfect pulls information from ERAs to help you post payments quickly.

With ChartPerfect’s robust eRemittance processing tool, you can easily keep accurate track of your denials, underpayments, overpayments, multiple adjustments, secondary remittance, reversals, and more.

Medical Billing Simplified

Within your workflow, our integrated billing and claims solution enables your practice to generate digital superbills and submit cleaner claims while taking the guesswork out of financial performance using our comprehensive reporting system.

Integrated Payments

Integrated Payments

Save time and collect more, faster, by offering your patient’s an easy and convenient way to manage and pay their medical bills. Our user-friendly Patient Portal not only improves operational efficiency and patient engagement but it enables patients to view their statements and pay their bills online, anywhere, anytime, and on any browser enabled device. Features include automated payment reminders, online statements and convenient payment options, all built to help your practice reduce your A/R.

In just a few taps, patients can pay copays and unpaid balances at the point of check-in with our self-service kiosk. Front office staff can also accept payments quickly and confidently with our fully‑integrated credit card processing, during the check-in or check-out process.

Automatic Eligibility Checks

Automatic Eligibility Checks

ChartPerfect’s integrated eligibility can access a patient’s insurance plan, copay, and deductible details on demand. One-click access is built in, and insurance verification requests can be sent individually or by batch. Responses from insurance companies go directly into ChartPerfect’s billing module.

Electronic Claims Processing

Electronic Claims Processing

Get paid faster with one-click electronic claim submissions to government and commercial payers nationwide. With our integrated clearinghouse service, ChartPerfect automatically pulls information from the patient record to generate claims, helping to limit data entry and reduce errors. Built-in level 1 and 2 claim scrubbing detects and eliminates errors in billing codes for fewer denials, quicker payments, and improved overall collections.

ChartPerfect's practice management reporting software
Visualize your data in real time

Visualize your data in real time

Bring your management reports to life. Get at-a-glance visuals of key practice metrics with our advanced financial and practice analysis graphing tools. Simplify complex data sets and visualize your reports with beautiful color graphs and charts using our all-in-one Management Dashboards. With ChartPerfect, you’ll be able to easily view or create real-time reports, quickly spot trends and make better-informed, finance-led business decisions.

Comprehensive Reporting

From operations to finances, drive strategic decisions across your practice with rich performance metrics, actionable data and intuitive dashboards. Customized according to your preferences with the ability to process, print or download reports to Excel, our advanced reporting provides ongoing visibility into every aspect of your practice operations.

Make sense of it all with actionable insights

Make sense of it all with actionable insights

Valuable practice management reporting goes beyond your monthly financial statements. With ChartPerfect, you can build custom reports and focus on every metric and (key performance indicator) KPI that matters — from accounts receivable to payments and charges, to denial management and more. Know what changes you need to make and adjust your priorities in real-time before your overall practice is impacted.

Collaborate and take action

Collaborate and take action

Break down your data into manageable pieces to identify any internal bottlenecks or inefficiencies that are proving costly to your practice and hindering patient care. With the ability to drill down quickly to see metrics over time, by location, by provider, and more, you’ll be able to make impactful decisions and drive competitive advantage.

Medical billing teams that help you collect more, faster

As a partner in your success, our team of experienced billing professionals incorporate best practices, insights, and ChartPerfect technology to maximize profitability and reduce administrative burden.

With over two decades of experience working closely with small medical practices, our team of billing experts help the average practice see up to a 20% increase in collections and on average a 98% first-pass acceptance rate.

  • Claims management
  • Payment posting
  • A/R recovery
  • Dedicated account manager
  • Monthly account reviews
  • And more!

Learn more about how our best-in-class RCM services can help your practice thrive >

RCM Practice Management
ChartPerfect Drummond ONC 2015 Certified EHR

Designed for MIPS

ChartPerfect offers a fully integrated EHR and practice management solution that can help you maximize Medicare reimbursements and avoid the negative penalties from the Merit-Based Incentive Payment System (MIPS). As an ONC 2015 Certified EHR, our innovative software seamlessly integrates Quality Payment Program requirements into everyday workflows to ensure you are successfully tracking toward your quality goals before submissions.

With our MIPS Consulting Service options, you’ll get personal guidance from a specialty-specific value-based care expert who knows both your EHR and your practice. From selecting the right quality measures, explaining the reporting requirements and enrollment, to end user training, data collection, progress review and attestation, we provide the end to end consulting and support that ensures your success.

Our practice purchased ChartPerfect in 2013, after an extensive search for the right EHR/PM for our small practice. We had concerns with not being able to complete each note by the end of the day, ChartPerfect helps us do this successfully each day. The support staff are always pleasant, knowledgeable, and easy to reach when we need them.”
Karl V., MD

An Award-Winning EHR and Practice Management Platform

Over the past two decades, ChartPerfect has built a technology platform recognized for providing the best tools to help small practices achieve better results and improve patient care.
Continually ranked as a Top 20 EHR/PM solution by Black Book™ research, our knowledgeable support team backed by our industry-recognized awards can help you succeed.

Frequently Asked Questions

Are prices per-practice, per-provider, or per-user?

Our fees are priced at a per-provider level. Positions include mid-level, part-time, and full-time.

Are there any implementation or setup fees?

No. ChartPerfect does not charge for implementation or set up.

What are the system requirements for ChartPerfect?

Our all-on-one cloud-based EHR and Practice Management solution works with most modern operating systems (Windows, Mac, iOS, and Android devices) using Google Chrome.

Can you import my data into ChartPerfect?

Yes. ChartPerfect offers Data Migration services. We work closely with you to understand your requirements, obtain your patient data and work out a migration path from your existing EHR vendor.

How will ChartPerfect bill my account?

Subscription fees are billed on a monthly basis, at the beginning of each month. We process your payments automatically using ACH, Visa, MasterCard, Discover, or American Express.

Is my data secure?

Yes, your data is encrypted while at rest, in use, and in transit using 256 bit bank level encryption. ChartPerfect is compliant with HIPAA Privacy and Security Standards.

How long does it take to get up and running once we decide ChartPerfect is the right choice?

Each implementation is custom, so each has its own timeline. A typical onboarding is 15-30 days. Our support team will provide you with a detailed project outline and timeline during your onboarding process.

When my contract ends, can I export my data?

Yes, you have access to your data. You can export your data at no additional charge using our built-in tools. You can save a copy of your data to your local computer in standard file formats, such as CSV, XML and PDF.

Explore the full ChartPerfect platform