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Make Sure You're Ready Before Implementing New Optometry Software

Posted by Megan Ludzenski on Aug 19, 2015 10:00:00 AM

Getting ready to make a change and implement new software into your practice is a big step. And implementation can be a tricky path for many practices. But there is a lot that your practice can do in order to prepare and get ready for new optometry software. Having a team of workers that are ready to take on the challenge and roll with a new system is a great step in the right direction towards getting your practice prepared for a change!

A Few Steps to Take Before Implementing New Optometry Software

Optometry SoftwareKnow Your Goals

What are you hoping to gain with your new software? Which benefits are you looking forward to the most? How will it change your workflow? These are all questions you should know the answer to before beginning the process. Write out your goals so you can refer back to them throughout the process. Knowing the specific benefits your practice is going to get from the new software will keep you motivated and on track moving forward.

Check In with Your Team

You're not taking this all on by yourself; it is going to require effort from your entire team. Before you can begin implementng new software, you need to make sure that everyone is on the same page. Each member of your staff should know their specific role, and how it contributes to the overall goals of your practice. Having everyone understand how their part plays into the big picture will help the process along.

Look at Your Workflow

You're hoping to improve your workflow with new software, but that change won't happen overnight. Look at what areas of your workflow will be impacted by the new software the most, and specifically which team members will have to deal with those impacts. The more prepared you are for the changes in workflow, the smoother the transition should be.

Develop a Plan

An important step you should make clear right from the beginning is having a well formulated training plan. Make your plan as specific as possible, and be realistic when creating your plan. Implementation takes time and your plan should allow for that. Once you develop a solid plan, you're ready to begin the journey with your new software.

If you're worried about managing a big software change in your practice, check out this eBook that will help you manage change with your team!

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Topics: EHR Software, Office Manager, Practice Management

Want more optometry practice management tips? Check out our blogs.