There are a lot of options when it comes to selecting optometry software for your practice. Taking advantage of product demonstrations will give you and your staff a chance to look at a solution more closely and discover the solution that works best for your practice. But, not coming prepared for the product demo could cause you to select a solution that doesn’t align with your practice needs. Below are tips to help you get the most out of your practice management and EHR demo to select the right solution for your optometric practice.
4 Tips For Getting The Most Out Of Your Optometry Software Demo
Narrow Down Vendors
You’ve likely done your homework already. You know what vendors your peers recommend, and you’ve read through dozens of product reviews and brochures to have an idea of which vendor may offer a solution that meets your needs. Write down your shortlist of vendors and begin communication with their team. You don’t have to schedule a demo now, but creating that line of communication can help you get your questions answered to narrow down your selection further.
Start Getting Staff Buy-in
Before you make the switch to a different optometry solution, even before you start demoing your options, it’s important to get buy-in from your staff. Although you may make the final decision, getting your team to weigh in on the different solutions will help you discover features that your practice needs to accelerate your office workflow and improve the quality of care delivered to your patients.
Listing the requirements will help you stay focused on the features that you need to make your practice successful. Think of your past experiences with practice management and EHR software to create a list of functions that set you back and features that your practice needs to move your optometric practice forward while providing quality care to your patients.
Before the product demo, share your requirements list with the sales rep so they can demonstrate whether their solution meets your needs.
Make A Score Card
No practice management and EHR solution will be perfect for your practice, but there are some that can come close. To keep track of the vendors and how close their solutions come to meeting your needs, create a scorecard to grade each solution and compare them to the other vendors you’re looking at.
Evaluate each solution based on ease of use, the number of clicks to document an example exam, and grade their features.
Don't go into an optometry software demo unprepared! Download your guide to selecting a practice management and EHR solution for your optometric practice.