Making a big purchase for your eyecare practice can be stressful and overwhelming if you aren't prepared, and the buying process is likely going to be a long one. Searching for the right practice management and EHR software for your practice is one of those purchases. In order to find the right software you're going to be looking at a series of demos to help you narrow down your options and figure out how each software might function in your practice. So how do you go about making sure you get the most out of a software demo?

How to Get the Most Out of Your EHR Software Demo

Round Up Your Team

New software isn't going to only impact you, so make sure to bring in
the people on your team who use your software the most and will be undefinedaffected by the change. They might be able to see inefficiencies in a system that you don't deal with on a daily basis. On top of that, including your team in the process helps get everyone to buy into the new system and will help you avoid any resistance from your staff. 

Get to Know Your Own Practice

Before the demo, get to know your practice and your workflow the best that you can. Any experiences, pain points, bottlenecks, or even the things you do like about your current workflow are going to be important to communicate during a demo. 

Determine Your Wants

Once you take the time to evaluate what you like and don't like about your current workflow it will make it easier to create a specific list of functional needs and wants that you're looking for in a new system. It's unlikely that one system is going to be able to check off everything on your wish list, so make sure that you know what things are a priority over others. 

Create an Even Playing Field

Chances are, you'll be viewing a handful of different software demos, and it can end up being a lot of information to keep track of. Create some type of score card that will allow you to keep track of the important things you learn about each system. When it comes time to make a purchase decision it will be nice to have something to refer to that helps you weigh out price and functionality of each system.

Communicate with Your Sales Rep

Preparing your sales rep for the demo will help make it run more smoothly and will help the sales rep point out features and functionality that might be the most important to your workflow. Other things that might be important to a sales rep are the roles of your staff in the practice and equipment that you're using. 

Understand that it's Going to Take Time

EHR software comes with a lot of functionality that can take more than one sitting to fully learn and understand. A demo is simply an overview of the system to help you determine if it's a good fit for your practice. It might take some additional meetings or follow ups to fully understand what you need to know in order to make a decision. 

Remember to Follow Up

Debrief with your staff after each demo so you can get a feel for everyone's first impression of the system. Whether you've decided to purchase or not, it's important to follow up with your rep and be honest about your final decision. If you don't let your rep know one way or the other, you can expect them to keep reaching out to you.