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Selecting a Practice Management System Toolkit

AMA-MGMA selecting a Practice Management System toolkit

For many physician practices, purchasing an appropriate practice management system (PMS) can be a daunting task. Yet most physician practices will be required to significantly upgrade or replace their current practice management system software in response to health care industry developments like the Medicare and Medicaid electronic health record incentive program and the ongoing transitions to ICD-10-CM and the 5010 version of the Health Insurance Portability and Accountability Act (HIPAA) electronic standard transactions.


That’s why the AMA and the Medical Group Management Association (MGMA) have collaborated to develop this toolkit. Here you’ll find a roadmap for selecting and purchasing the most appropriate PMS software for your practice. You can use this information to establish your practice’s organizational needs and take advantage of recent improvements in automation.

Watch a free archived Webinar on selecting a practice management system.

To provide feedback on this toolkit, email the Practice Management Center.

Disclaimer: This practice management system toolkit is strictly an informational tool for your use. The practice must use its own independent judgment when selecting a practice management system that best meets the needs of the practice. The practice is encouraged to consult with its own experts and/or consultants when making this decision. Neither the AMA nor MGMA accepts liability with respect to the use of the toolkit resources or any decision that is made by the practice based on the resources in the toolkit.

Selecting a Practice Management System toolkit for AMA members

Practice management system criteria checklist

This comprehensive checklist of PMS software features and functionalities can help you determine which are essential to your practice and which may enhance your claims revenue cycle. You may complete the assessment at the end of the document “How to select a practice management system.”   AMA members may also opt to complete the checklist online.

Sample Request for Proposal (RFP)
Vendor RFP functionality response

Vendor survey

Selecting a Practice Management System Toolkit for MGMA members

MGMA members can visit www.mgma.com  to access this AMA-MGMA joint toolkit.

Webinar:Improving Physician Practice Performance through Automation for physician practices/vendors

Take advantage of the strategies presented at the event, Administrative Simplification Workshop: Improving Physician Practice Performance through Automation, presented by the American Medical Association (AMA), Workgroup for Electronic Data Interchange (WEDI)Medical Group Management Association(MGMA. A recording of the entire workshop, presented to an audience of both physician practices and practice management system vendors,is available on the WEDI website. Access the recording to explore how new workflows and electronic transactions can be used to increase your practice’s performance and profitability.

Vendors: List your practice management system in the directory

Showcase your practice management system product offerings to an influential audience of physicians and practice managers. Complete a questionnaire to participate in our online directory.

If you do not already have an account with MGMA, please follow the link to "Create a New Account." You will be prompted to provide the e-mail address and password you will use to complete the survey and make future updates.

Knowledge Center
Get expert advice when you need it. The AMA-PMC team is here to help members and their staff with issues and concerns.
LinkedIn Discussion Group
Join discussions in the AMA Practice Efficiency & Management LinkedIn Group.