Start with evidence: ask the vendor to demonstrate real scenarios and put material commitments into the proposal or contract.
Demo checklist
- Clinical records and complete patient history
- Diary, reminders and client communication
- Estimates, billing, payments and insurance workflows
- Medicines, stock, batches and expiry management
- Roles, audit logs and multi-site permissions
- Migration, export, APIs and contract exit
Run a comparable test
- Prepare three representative workflows.
- Record steps, workarounds, limitations and dependencies.
- Export a complete record and inspect the result.
- Price setup, recurring use and eventual exit.
Migration and contract
Agree the source data, formats, validation, responsibilities and acceptance criteria. Confirm service levels, renewal, data ownership, exports and termination before signing.
How we research products
We separate vendor claims from demonstrated or contractual evidence. Read our methodology and use the comparison hub to build a shortlist.