Practice basics
Start with who this client is and what their practice looks like. No fields are required — fill in what you know.
Contact information
Practice profile
Timeline
Current tech stack
What systems is the client running today? This helps identify migration complexity and existing integration coverage.
EHR / practice management
Revenue cycle & clearinghouse
Identity & security
Clinical connections
Which clinical systems and equipment need to connect to the NextGen environment?
Laboratory
Imaging & PACS
Devices & clinical equipment
Pharmacy & prescribing
Patient & operational tools
Which patient-facing and operational platforms does the practice use or want connected?
Patient engagement & scheduling
Document & identity
Analytics, population health & CRM
Interoperability & data exchange
Priorities & fit criteria
This section directly powers the fit report scoring. The more detail here, the more useful the output.
Must-keep systems
Known pain points
Must-have integrations
Nice-to-have integrations
Questionnaire complete
Download or copy the summary below to share with your team, attach to the deal record, or use to generate the Integration Fit Report.
Client Questionnaire Summary
Accord · NextGen
Practice basics
Organization
Contact
Specialty
Providers / Locations
Monthly volume
Go-live / Urgency
Timeline notes
Current tech stack
Current EHR
Current PM
Data migration
Clearinghouse
RCM / billing
Patient payments
Prior auth
SSO / identity
MFA / security
Clinical connections
Labs
Imaging & PACS
Devices & equipment
Pharmacy
Clinical notes
Patient & operational tools
Patient engagement
Document & identity
Analytics & population
Interoperability
Other tools
Priorities
Top priority
Secondary priority
Must-keep systems
Known pain points
Must-have integrations
Nice-to-have
Additional notes
✓ Copied