Fifteen minutes on the phone
How the centre is organised: which departments, who shares a patient, where the month end goes. If you are on NPHIES we will ask who administers your largest contract, because that decides more than the insurer does.
Thirty minutes on one of your own departments. Tell us which specialty to set up and we load its procedures, its forms and your price list before the call, so the first thing you see is a patient of yours rather than a demo one.
Two of these answers do most of the work: which specialties you run, and whether one patient is seen by more than one of them. That is the question most systems answer badly, and it decides what we show you.
The clinic keeps running through all of them.
How the centre is organised: which departments, who shares a patient, where the month end goes. If you are on NPHIES we will ask who administers your largest contract, because that decides more than the insurer does.
Your procedures, priced as you price them, with a real course of treatment in it. A block of eight sessions sold once, drawn down per visit, and the remaining balance readable at session four — the case that separates a practice management system from a diary.
The patient list and as much history as the old system will release. Then reception, the clinicians and whoever closes the month, trained separately — in a polyclinic that is three conversations, not one long one.
About thirty minutes. Longer if you want to go deep on one thing — courses and packages, NPHIES eligibility and claims, or reporting across branches and departments.
Nothing, though a price list and your procedure list make it concrete. If you take insurance, the fee schedule for your largest payer is the single most useful document you can send us.
We would rather configure one specialty first. An empty system cannot show you the thing you are buying, which is one patient record that dermatology and physiotherapy both read. After the demo you get an account with your own setup in it.
It depends on branches, users and which parts you need — insurance and payroll are the two that move it most. We put a number on it during the call rather than printing one that is wrong for most clinics.
Yes, and it is part of setup. Patients, balances and history come across where the old system will give them up. What is worth listing by hand beforehand is the implicit state: courses part way through with a deposit against them, approvals granted but not used, recalls due next month.