Print it and write on it
Two pages. Room to score each answer while the seller is still talking.
Buyer scorecard for clinical operations
Bring this to your next clinical operations software demo
A two-page scorecard. Nine things to ask the seller to show you, on one of your own visits.
A care coordinator opens the day with 40 names, three separate lists, and no clean answer to who needs attention first. A new platform will not fix that unless it can follow a real visit from first outreach through billing.
This scorecard gives you the nine questions, what a good answer looks like, the red flag for each, and a simple score.
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Use one de-identified visit
Pick a visit with a signed note, a care plan, an alert, and a billing handoff that got stuck. Strip the patient details or use a test patient, and clear it with whoever owns your privacy rules. Not the seller's sample patients.
Compare sellers side by side
The same nine questions and the same score for every seller, including us.
What is on it
Score what they show you, not what they say
Every demo works. Every screen looks organized when it holds sample patients. The real test is one of your visits. Each question gets a 2 if they showed it on your visit, a 1 if it took a workaround, and a 0 if they could not show it.
Want the reasoning behind each question? Read the full checklist
Three of the nine, numbered as on the sheet
- 2
Two workflows with different completion rules.
A good answer: One note type moves when documentation is done. Another waits for a signature.
Red flag: One status called "done."
- 5
What happens after an alert appears.
A good answer: The alert has an owner, a reason, and a resolution in the record.
Red flag: A red badge with nobody attached to it.
- 7
The difference between needs review, needs signature, and ready for billing.
A good answer: Three clear queues, and billing can send a record back with the reason.
Red flag: One report that mixes unsigned notes and complete records.