CoCENTRIXehr Operational Features


Security and Controls

CoCENTRIXehr utilizes the Microsoft Dynamics xRM 2011 security model to protect data integrity and patient privacy, as well as to support efficient data access and cross-team collaboration.

This comprehensive security infrastructure enables us to:

  • Give users access only to the appropriate levels of information required to do their jobs.
  • Support data sharing, giving individual users and care teams access to records they do not own for a specified collaborative effort
  • Categorize users by role and restrict access based on those roles.

CoCENTRIX accomplishes these objectives through a combination of role-based security, record/object-based security and field-level security, all of which ride on top of existing network and operating system level security.



Advanced Find

Create your own data views using simple, powerful point-and-click tools. Manipulate records contained within the data views online, in real time from within the application, or export records to Microsoft Excel®. The results can even be imported back into the system.

Chart Wizard

All user-created advanced find views can easily be visualized using the built-in chart wizard. View charts and the data driving them simultaneously in split-screen mode. All charts are interactive and can be used to narrow the returned dataset.


SQL Server Reporting Services

The CoCENTRIX solution uses SQL Server Reporting Services to access multiple data sources, display data in tabular or form-based format, add graphics and practically anything else a user could want. There are very few limitations with what you can do with SSRS reports.

Microsoft Word Mail Merge

Integrate EHR data into rich documents that include graphics and macros with Microsoft Word mail merge templates.


Display large amounts of data in an easy to understand, easy to view. Drill down, change the layout and mix and match grids, web pages and graphs — without a single line of code.

In addition, this feature satisfies the most demanding reporting requirements, from state/agency policies and HIPAA regulations, to specifications from licensing organizations and accrediting bodies.


Decision Support

Drag-and-drop ad hoc report construction is available from a variety of templates and data points/views. Ad hoc reporting also is supported via MS SQL Services, used in conjunction with our included data warehouse. The data warehouse contains a replicated DB, as well as almost two dozen datamarts for high efficiency, ad hoc and executive reporting.



The Dashboard alerts staff to key client indicators, both active and historical. The Dashboard view provides a concise view of the client’s status with all information contained in a single view and displays information from other parts of the electronic health record. For example, the Dashboard can display multiple current and historical diagnosis codes, treatment plans, services, medications, allergies and key demographics, among others. Your organization and/or program area can configure it; views also are configurable by staff type and role. This provides multiple layers of security and privacy within the record and dashboard summary.

The Dashboard serves as a workstation and a repository to address clinical orders and tasks quickly, without navigating the system. All data available in the Dashboard can be filtered for relevance (for example, information on a single client, only current medications or current and historical medications). It is refreshed automatically with a countdown timer, or manually with the single click of a button.


Using the Dashboard, your staff will be able to:

  • Review and document ancillary orders, such as labs and x-rays
  • Review and document medication administration
  • Measure vitals
  • Create treatment plans
  • Write progress notes
  • Review and update tasks
  • Assign client orders to clinic staff to perform
  • View current clinic appointments
  • Review and document clinician activities
  • Document incidents
  • Create specific client instructions or notes
  • View customized reports



Organizations can tailor CoCentrix EHR to meet their unique business requirements — without any custom programming. Vendor calls and subsequent bills are things of the past.

Use a simple graphical interface to drag and drop new and existing fields onto forms, arranging them as you see fit. Optimize workflows by creating multiple form sets for existing entites or add and relate your own entities.


Alerts and Notifications

The Compliance Wizard supports end-user configurable pop up alerts. Configured according to your clinical and business rules, triggers may include alerts for missing diagnosis, services missing progress notes, clinical diagnostic alerts, and progress notes not signed and finalized, among others.

Unlimited user-defined alerts automatically notify appropriate staff according to the criteria defined by your business rules. The Wizard delivers alerts via pop-up messages and files the alert with a bookmark on the clinician’s dashboard. The nightly application of business rules generates bookmark alerts, which remain until the rule is satisfied (for example, completion of a progress note or an annual review). The alert regenerates if deleted without fulfilling the criteria.


Compliance issues not addressed in a timely manner are routed to the supervisor or others in the organization via escalation protocols.

Fully integrated with Microsoft Outlook, this function is accessible on any computer or device that accepts Outlook calendar and task functions. Alerts can appear as tasks within Outlook and the Wizard delivers messages and alerts to the system user (e.g., clinician, billing, supervisors, management) via his/her computer, BlackBerry, iPhone,Windows Phone, Surface, iPad, or other device.


Document Management

CoCENTRIXehr integrates with any third party document management and imaging system.

Optionally, CoCENTRIXehr has built-in functionality that leverages Microsoft SharePoint® to:

  • Create contextual document libraries
  • Manage document check-in/check-out
  • Track changes and version control