Follow a visit, then record what you saw.
List your people, sessions, computers, printers and repeated tasks. Ask reception to create a fictional encounter, the doctor to prepare a prescription and billing to produce a receipt. Check intended staff accounts and an ordinary correction.
- 01
Start with essential OP work, then list optional requirements.
- 02
Ask where earlier records appear during the consultation.
- 03
Compare the saved bill and its report entry.
Turn a demonstration into an evaluation record.
A useful comparison records evidence and open questions rather than a simple tick against a feature name.
| Requirement | Fictional evaluation entry |
|---|---|
| Readable patient copy | Shown with a synthetic prescription; print on our A4 printer during the pilot. |
| Owner / next step | Clinic administrator to check printer output with the doctor. |
| Commercial scope | Confirm doctor/user limits, selected modules, setup/training and recurring fees. |
| Lifecycle | Confirm support, updates, export formats, cancellation and data responsibilities. |
Use the same matrix for every option.
Record the requirement, demonstration, result, open question and responsible next step. The file includes an example row to show the level of detail.
Download the evaluation matrixKeep evidence beside the decision.
A sample interface is a useful introduction. Check the actual edition, staff access, printer and written proposal before selecting your clinic’s setup.
Should we compare only the prescription screen?
Include the reception-to-billing hand-offs and the reports you review at day end. They affect the clinic’s work as well.
How should we compare licences?
Compare permitted use and responsibilities: hosting, users, updates, support, data handling and exit terms.