Run Your Practice with Confidence
Know your numbers. Manage your team. Stay compliant. Proactive Chart gives practice owners the visibility and control they need to run a successful healthcare business.
See key metrics, today’s schedule, and action items at a glance
Key Features
Real-Time Dashboard
Start every day with a clear picture of your practice. Key metrics, today’s schedule, pending tasks, and alerts are all visible the moment you log in.
Dashboard shows:
- Today’s appointments and status
- Outstanding tasks and follow-ups
- Key financial metrics
- Patient messages requiring attention
- Alerts and notifications
- Quick access to common actions
Comprehensive Reporting
Understand your practice performance with detailed reports. Financial, operational, and clinical metrics help you make informed decisions.
Access financial, operational, and clinical reports
Report categories:
- Financial performance
- Collections and aging
- Provider productivity
- Patient demographics
- Referral source analysis
- Outcome measurements
- Custom report builder
User Management
Control who has access to what. Role-based permissions ensure staff see only what they need while protecting sensitive information.
Manage staff accounts, roles, and permissions
User administration:
- Role-based access control
- Custom permission sets
- Provider and staff accounts
- Multi-location access
- Account status management
- Password policies
Audit Logging
Complete visibility into who did what and when. HIPAA-required audit logs track all system activity for compliance and security.
Track all system activity with detailed audit logs
Audit capabilities:
- User activity tracking
- PHI access logging
- Login/logout records
- Configuration changes
- Export for compliance
- Alert configuration
Practice Settings
Customize the system for your practice. Appointment types, fee schedules, templates, and workflows can all be configured to match your operations.
Configure appointment types, billing codes, and practice preferences
Configurable settings:
- Appointment types and durations
- Fee schedules and codes
- Document templates
- Notification preferences
- Integration settings
- Branding options
Multi-Location Support
Centralized or Distributed
Whether you prefer centralized management or location autonomy, the system adapts to your organizational structure.
Multi-location features:
- Location-based filtering
- Cross-location reporting
- Provider location assignments
- Location-specific settings
- Consolidated dashboards
Benefits for Practice Owners
Make Data-Driven Decisions
Real-time dashboards and comprehensive reports give you the information you need to grow your practice strategically.
Maintain Compliance
Audit logging, access controls, and built-in compliance features help you meet HIPAA and other regulatory requirements.
Empower Your Team
Role-based permissions let staff do their jobs efficiently while protecting sensitive information.
Scale with Confidence
Whether you’re opening a second location or expanding your team, the system grows with your practice.
Security & Compliance
Enterprise-Grade Security
- HIPAA compliant infrastructure
- Data encrypted at rest and in transit
- Daily automated backups
- 99.9% uptime guarantee
- Regular security audits
Complete Audit Trail
- All PHI access logged
- Configuration changes tracked
- User activity recorded
- Reports exportable for audits
- Alert configuration for suspicious activity
Ready to Take Control of Your Practice?
Get the visibility and tools you need to run a successful healthcare business.
Start Your Free 30-Day Trial - No credit card required
Questions? Email us at [email protected]