| Sub-Category | Description of Feature | Yes/No |
| Data Structure and Formatting | Alternate phone number allowed for each family member | Y |
| | Dollar amounts formatted to accept $999,999,999.99 | N |
| | All date fields are year 2000 compliant | Y |
| | Numeric fields right-justified and blank filled | Y |
| | System prevents duplication of social security numbers | Y |
| | Search by last name, date of birth, social security#, account#, chart#, unique insurance claim#, provider, appointment, etc. | Y |
| | Patients can be entered as individuals or by family group, with responsible party identified | Y |
| | Postal code automatically displays location (city and state) | N |
| | Identifies member as a patient (in event guarantor is not patient) | Y |
| | Accepts at least two dental insurance carriers and one medical insurance carrier | Y |
| | Employer information allowed for uninsured patient | Y |
| | Patient or family comments or specific instructions can be entered (such as nicknames or ""do not call at work"") | Y |
| | Display and data entry screens for all applications accessed via functionally grouped menus and submenus | Y |
| | Online patient profile inquiry screen available | Y |
| | Patient profile includes demographic, financial, and commitment information | Y |
| | Patient profile includes guardianship/conservator, nearest relative/emergency contact, and parent information | Y |
| | All statistics and reports available by location of treatment, provider, or combination thereof. | Y |
| | Family links (to guarantors), which changes one member of the families' address or phone, allows changes in others if desired | Y |
| Ease of Use and Functionality | Page forward and page backward functions provided for multi page screens (data entry and display) | Y |
| | Text fields support automatic word wrap around for multi-line entries | Y |
| | Modularity of design for different components of the system which allow client to build a customized system | Y |
| | Display and data entry screens for all applications accessed via functionally grouped menus and submenus | Y |
| | Multi-Tasking | Y |
| | Hot Keys, buttons, and jumps advance from one part of a patient's file to another while retaining current patient | Y |
| | Smart Caps, case sensitive input | Y |
| | Display, utilities and processing activities for operations/functions accessed via functionally grouped menus and submenus | Y |
| | Smart Data Entry features to enhance entry of data, reporting, letter writing, etc. | Y |
| | Cursor movement is left to right, top to bottom | Y |
| | Auto dialing from a confirmation list on screen | N |
| | ""Wizards"" or prompters for navigating through forms | Y |
| | Tabs or special rapid access markings of the pages for easy locating | Y |
| | Page forward and page backward functions provided for multi page screens (data entry and display) | Y |
| | Printer support, backup, and restoration are handled by operating system | Y |
| | Database is exportable/importable or has interchangeability so that other applications can use the data. | Y |
| | Records lock when in use in order to prevent simultaneous modification | Y |
| | In case the product is discontinued, the source code will be available by license for conversion/modification/continued support | Y |
| | Error detection and correction employed to facilitate sound data (e.g., zip code templates). | Y |
| | Screen layouts and transactions follow industry-best practices | Y |
| | Archiving /Purging with verified printed output | N |
| | Entry of information provided online with real-time updating of files | Y |
| | Text fields support automatic word wrap for multi-line entries | Y |
| | Display and data entry screens for all applications accessed via functionally grouped menus and submenus | Y |
| Interface Capabilities | Database is exportable/importable or has interchangeability | Y |
| | System has interface capabilities with third party word processor | Y |
| | Can utilize input devices such as bar codes, a light pen, touch-screens, voice activation, optical scanner, or scantron | Y |
| | Vendor provides system's interoperability requirements for: digital radiography, digital video, and periodontal probing devices | N |
| System Documentation and User | Online manual with context-sensitive search by subject | Y |
| | Online help covers operating instructions for insurance functions, generating statements, payment plans, charting, etc. | Y |
| | Online help which helps user to learn how to run, read, and interpret reports | Y |
| | Online help includes an index, a table of contents, and complete coverage of all features and functions | Y |
| | Tutorials that allow a user to practice using the program by guiding the user through the daily, weekly, and monthly functions | Y |
| | Real time updates of master patient record data fields, current clinical data, and patient profiles-across the network. | Y |
| | Error detection and correction employed to facilitate sound data (e.g., zip code templates) | Y |
| | Hardware requirements | Y |
| | Archiving /Purging with verified printed output | N |
| | Backup procedures | N |
| | Removal from system | Y |
| | List of files used and/or modified by the program | Y |
| | Software overview | Y |
| | Instructions for access and use of online help | Y |
| | How to contact support and purchase supported forms | Y |
| | Statements reflect estimated insurance benefit and patient balance; PPO, HMO coverage, processing and eligibility handling | Y |
| | Personalized statement messages for individuals | Y |
| | Does not show posting errors on statements | Y |
| | Financial arrangements on statements | Y |
| | Statements printed on request for single patient | Y |
| | Print statements in user defined order | Y |
| | Adding a statement comment to a patient group | Y |
| | ""Thank you for your payment"" or similar message printed on statement when a patient makes a payment | Y |
| System Securty | SubCat: System Security | |
| | Password protection with multiple security levels to limit access to the data | Y |
| | Revision history provided upon request | N |
| | View, add, change, and delete options available on transaction screen relative to security level of user | Y |
| | System records time and date of all changes to user authorizations | Y |
| | System security audit trail for access corrections, changes and deletions of data (no changes may be made anonymously) | N |
| | Communication log tracks correspondence through various media | Y |
| | Add, change, delete capability available at field level with appropriate access | Y |
| Technical Support | SubCat: Technical Support | |
| | Service contracts available | Y |
| | Vendor provides training on all features of the system. Training may be through video, on-site, tutorials, or in combinations. | Y |
| | Support available by telephone during the prevailing work hours of dental offices in that geographical area | Y |
| | Vendor supports hardware or informs the buyer of the hardware support mechanism to be used prior to purchase | Y |
| | Vendor response to a critical problem within 24 hours | Y |
| | Updates with documentation of all changes to the program | Y |
| | Vendor informs client of bugs and possible solutions, including work-arounds until the next upgrade corrects it. | Y |
| | Source Code protection. Source code will be available by license in case vendor goes out of business | Y |