The ultimate goal when purchasing optometry office software, whether it's a practice management system or EHR software, is to find a solution that will support the unique and individual needs of your business. But what are those needs? If you dont know, how will you ever be able to tell if a solution is right for your practice?
It is important to get a clear picture of the current situation in your practice before searching for a practice management and EHR solution. One great way to do this is by creating a practice profile that puts it all on the table. The profile will provide clarity on how your practice functions and what you want to gain from your practice management software.
One of the easiest ways to profile another person is by asking questions, right? We think this is also an effective approach when profiling for your business. Start building your practice profile by asking questions about your staff, your hardware and IT infrastructure, and your workflow.
Before purchasing an optometry office software, answer these questions:
How many people work in your office? Is your staff comfortable using a computer and learning new software? Do they use email on a smartphone or do they not even have an email account? Could they live their lives on an iPad, or would they be lost if you ask them to open an app? What about yourself, are you comfortable with technology?
Your Hardware and IT Infrastructure
Do you have a resource with knowledge of hardware and software installation? Do you know how to manage a network of servers? How much are you willing to invest in a source to support a hardware infrastructure?
Are you happy with your workflow? Have you put a lot of time and effort into creating a well-oiled machine that you dont want to change? Or, do you want to improve your workflow? If so, in what ways? What's particularly cumbersome that you want your software to help improve?
There's no room for embellishing when answering these questions! You want the cold-hard truth so that you can find the best solution. Your practice is unique, and so are your needs. By putting a practice profile together, you can shop for what you actually need and want. And when you know the details about your practice, it will be easier to spot the right solution when you find it.
Check out this sample profile from Dr. Lori Palmer of All About Eyes in Georgetown, TX. It's a great example of a practice that took the time to understand what they need and want.