6 Tips For Choosing the Right Practice Management System

A practice management system (PMS) will streamline billing and other administrative tasks for your healthcare practice, improving overall patient care. You’ll likely be using the PMS software every day, so it’s important to take time to research the best option for you. But how do you choose from the wide range of options out there? These 6 steps will help you narrow down your choices.

1. Create a PMS Assessment Team

Your choice in PMS will have a big effect on the day-to-day administration tasks at your practice, so you’ll want to make sure you choose wisely. Take time to create a PMS assessment team before making any decisions about which PMS is right for you. The team should be dedicated to evaluating your needs and figuring out a budget for the PMS.

2. Analyze Your Claims Revenue Cycle

Every practice has a patient workflow that starts with appointment scheduling and ends with payment. Analyze this process to figure out all administrative functions the PMS needs to cover. Identify weaknesses in your cycle so you can shop around for a PMS that will strengthen those areas.

3. Prioritize Software Features

By now you’ll likely have a better idea of what you’re looking for in a PMS. Still, no software will have every single function you’re looking for. Prioritize your desired features so you have a more realistic idea of the right PMS for you.

4. Research and Compare Products

Next comes the shopping stage. This step will be a lot easier thanks to all the research you’ve done in advance. Create a list of all the PMS products you know of, then carefully weigh them against your list of needs and prioritized features. Once you find a few that meet your needs, research them in more detail and compare them to each other.


One thing to look at is whether the different PMS programs have received industry and customer satisfaction awards. You may also want to check out online reviews and vendor surveys regarding various products.

5. Create a Formal Proposal

Once you’ve identified the best product from your practice, take time to create a formal proposal outlining your choice in PMS software. This proposal will require you to really analyze in detail why you’re choosing this specific PMS product and how it will enhance administrative tasks at your practice. Detail the features and benefits of the PMS software and make sure your entire team is on board before you move forward to the next step.

6. Select the Practice Management Software That’s Right For You

You’ve analyzed your needs, done your homework learning about various PMS software, and created a proposal regarding your top choice product. Once you get the green light from the team, it’s time to purchase the PMS software and implement it at your practice.

Implementing These Tips

By following these 6 tips, you’re sure to find the best practice management software to meet the needs of your practice. You’ll love the way the PMS enhances your daily tasks and maximizes efficiency in the workplace. Good luck in your search!