Patent ID: 8660858

Claim:
A method of facilitating a configuration of a health information component of a practice management system including at least one processing device, the health information component being configured for use by a healthcare provider associated with a medical practice, the method comprising: storing, by the practice management system, a plurality of global content items, wherein each of the global content items is associated with one or more specialties of a medical practice, wherein the global content items include at least one clinical health information form template including a plurality of fields for collecting health information from a patient, and at least one patient clinical workflow template; receiving a selection of one or more specialties associated with the medical practice; identifying based, at least in part, on the selected one or more specialties, at least one global content item of the plurality of global content items associated with the selected one or more specialties; generating, by the at least one processor device, an initial configuration for the health information component, wherein the initial configuration is based, at least in part, on the identified at least one global content item and includes the at least one clinical health information form template and the at least one patient clinical workflow template; receiving via a user interface, input from one or more users at the medical practice; refining the initial configuration for the health information component based, at least in part, on the input received from the one or more users at the medical practice; and saving the refined initial configuration as a customized configuration of the health information component for use by the healthcare provider when accessing the health information management component of the practice management system.