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    Step 1: Define Requirements


    Document clinical, operational, and technical must-haves before evaluating vendors.


    Step 2: Evaluate Total Cost


    Calculate license fees, implementation, hardware, ongoing support, and hidden costs like per-SMS fees.


    Step 3: Test Real Workflows


    During trials, time these workflows: patient check-in with SOAP note, estimate-to-invoice, appointment reminder, vaccination lookup, and revenue reporting.


    Step 4: Check References


    Ask for references from similar-sized practices in your specialty and region.


    Step 5: Negotiate and Plan Migration


    Confirm data migration is included, get a written timeline, and identify your project lead.


    Red Flags

    • Long-term contracts with no exit clause
    • Per-user or per-terminal pricing
    • No free trial
    • Migration fees exceeding 3 months of subscription

    Sources



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