The Office Manager’s Cloud-Based Software Checklist

A computer using cloud-based software

What to consider when purchasing a new platform, especially if you have multiple locations

When investing in cloud-based software…Click to learn more in a new window…, it’s important to determine your specific needs through a practice assessment, then seek out vendors with flexible solutions to meet those needs.

To get started, think about how your practice currently manages data, what pain points you need to overcome, and how a centralized solution can alleviate those issues and improve your workflow. Then, determine if your practice is set up for the cloud. You may find you need to invest in new computers or upgrade to a more reliable, high-speed internet service before you make the investment.

Next, it’s time to talk to vendors about their solutions. Not sure what to ask? Use this checklist:

Will other systems integrate with the software? Make sure your imaging devices speak to the practice management software…Click to learn more in a new window… you choose for a smooth, painless transition to the cloud.

What’s the cost? Ask what you get for the base price, how much you can expect to pay in monthly subscription fees, and how that might increase as you add locations and make upgrades.

How difficult is it to learn? You’ll want an intuitive system with easy-to-use formats and interfaces so you and your team members feel comfortable using it as quickly as possible.

What kind of support does the company offer? This is critical. Make sure you’ll be able to easily get someone to help if you ever have issues with the software, especially in the early days. Partner with a trusted, established company that you know will be around to offer solid support services as you continue to grow your practices.

A computer screen with a cloud-based scheduling system on it

Get more office manager tips at the AADOM Rockstar YOUniversity.

About the Author

Headshot of Erin Smith

Erin Smith, Product Marketing Manager with Patterson Dental is passionate about helping dental team members reach their personal, professional, and practice goals. With a deep background in software for professional services, she understands the real-life challenges that come with managing a business and team and delivering patient care. She enjoys building connections throughout the dental community and sharing her expertise on how to simplify and achieve more through the use of data and software.

Learn more…Click to learn more in a new window… about how Patterson’s Revolve Software Suite can help you track and report on KPIs, and do so much more.

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