Amit Patel
Broker in Waltham, MA

2012031, Dec 13, 2012

Jun 10, 2011

13/158237

Laurie Mullin - Lynnfield MA, US
Colin Barringer - Portland OR, US
James Chenausky - Dorchester MA, US
Kai Chuang - Quincy MA, US
Christin Fetterolf - Watertown MA, US
Richard C. Guaqueta - Cambridge MA, US
Bradley Jordan Kriesman - Brighton MA, US
Amit Patel - Waltham MA, US
Adam Sterns - Watertown MA, US
Shuang You - Cambridge MA, US
Marjorie Otterson - , US
Krista Genest - , US

G06F 15/177, G06Q 10/00, G06F 17/30, G06Q 50/00, G06Q 20/00

705 2, 709203, 707620

Methods and apparatus for facilitating an automated configuration of a component of a practice management system for use by a healthcare provider associated with a medical practice. An initial configuration of the component is generated based, at least in part, on global content stored by the practice management system. A self-service implementation tool provided by the practice management system enables a user at the medical practice to refine the initial configuration via a user interface that presents the user with a plurality of tasks to perform. By allowing providers to actively participate in the configuration process by completing assigned tasks via the user interface, the process of configuring a component of the practice management system is simplified compared to conventional practice management systems, which often require an administrator of the practice management system to create a customized solution for each provider or medical practice from scratch.