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Naturopathic MedicalEducation and practice-administration resource

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Practice software demo scorecard

Run the same scripted tasks with every vendor and record what was demonstrated, claimed, not verified or unsuitable.
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First page of the Practice software demo scorecard PDF
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Instructions

How to fill in the files. Every page of the files follows below in HTML.

Scripted demo tasks

Ask every vendor to complete the same tasks with synthetic data:

  1. Create a synthetic staff role.
  2. Schedule and reschedule a fictional appointment.
  3. Enter a synthetic administrative record.
  4. Produce a test invoice without charging.
  5. Locate role permissions.
  6. Export the sample record.
  7. Identify cancellation and retrieval steps.

Mark each task demonstrated, claimed, not verified or unsuitable for this requirement. Never upload real patient data for this editorial test.

What the files contain

Every prompt, question and definition in the files, page by page, in accessible HTML. Open a page to read it in full.

  1. 01RequirementsList the workflows your practice actually needs before any demonstration.

    How to use it

    1. List your required workflows first (page 1). A long feature list is less useful than seeing the actual tasks done.
    2. Give every vendor the same scripted tasks with synthetic data (page 2). Never upload real patient data for this test.
    3. Ask for contract and pricing context, not only a sales demonstration (page 3). Include migration and exit costs.
    4. Summarize the evidence and keep open items with an owner (page 4). The scorecard does not declare a winner.

    Requirement areas and the question to answer in the demo

    For each area, record your requirement (what your practice actually needs), whether it is a must have or nice to have, and notes.

    Scheduling
    Can the actual appointment, staff, location and reminder workflow be demonstrated?
    Records and forms
    Can required administrative and documentation workflows be configured? Use synthetic data in trials.
    Billing
    What payment, invoice and insurance workflows are available in the exact plan and jurisdiction?
    Roles and security
    Which access controls, logs, contracts and administrative responsibilities apply?
    Migration/export
    What can be imported/exported, in what format, at what cost, and after cancellation?
    Integrations
    Is the required connection native, paid, limited or unavailable? Verify the actual workflow.
    Total cost
    Base plan, extra users, transaction fees, messaging, add-ons, migration and support.
  2. 02Scripted tasksThe same synthetic tasks for every vendor.

    Tasks (synthetic data only)

    Ask every vendor to complete the same tasks with synthetic data. Never upload real patient data for this editorial test.

    1. T1: Create a synthetic staff role.
    2. T2: Schedule and reschedule a fictional appointment.
    3. T3: Enter a synthetic administrative record.
    4. T4: Produce a test invoice without charging.
    5. T5: Locate role permissions.
    6. T6: Export the sample record.
    7. T7: Identify cancellation and retrieval steps.

    2 blank rows follow for your own tasks. Each vendor column records its name, plan and region, and the demo date (4 vendor columns).

    Rate each task for each vendor

    demonstrated (D)
    You saw the task completed in the product, with synthetic data.
    claimed (C)
    The vendor said it works, but you did not see it done.
    not verified (NV)
    Not shown or not answered yet: an open item.
    unsuitable for this requirement (U)
    Shown, and it does not fit what your practice needs.
  3. 03Commercial, security and export questionsContract, pricing context, roles, exports and cancellation. Record the answer, who gave it and the date, for each vendor. Include migration and exit costs.

    Questions

    1. Q1 · Commercial: Exact plan name, billing period and region of the price you were given.
    2. Q2 · Commercial: Total cost: base plan, extra users, transaction fees, messaging, add-ons, migration and support.
    3. Q3 · Commercial: Contract term, renewal, notice period and cancellation terms.
    4. Q4 · Commercial: Payment, invoice and insurance workflows available in the exact plan and jurisdiction.
    5. Q5 · Security: Which access controls, logs, contracts and administrative responsibilities apply?
    6. Q6 · Security: Who administers roles and permissions, and how is access removed when someone leaves?
    7. Q7 · Export: What can be imported, in what format, at what cost?
    8. Q8 · Export: What can be exported, in what format, and what access remains after cancellation?
    9. Q9 · Export: Is each required integration native, paid, limited or unavailable?
    10. Q10 · Support: Support channels, hours and help with migration.
    • Vendor claims are not a legal determination that a particular practice configuration complies with every applicable rule. The buyer must evaluate contracts, configuration and responsibilities with appropriate advisers.
  4. 04Final evidence and open itemsWhat was demonstrated, what was only claimed and what remains open.

    Evidence summary, one row per vendor

    Count each rating from the scripted tasks and summarize what you actually saw. Unverified items stay open until someone checks them.

    Rating counts
    D (demonstrated), C (claimed), NV (not verified), U (unsuitable for this requirement)
    What you saw demonstrated
    Free entry
    Unresolved requirements
    Free entry
    Next step
    Free entry

    Open items

    Open item
    Free entry
    Vendor
    Free entry
    Owner
    Free entry
    Due
    Free entry
    Resolved
    Date and evidence

    This scorecard does not declare a winner. Commercial relationships do not change the questions or turn an untested platform into a recommendation.

Download the files

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License

Personal study and internal use within one practice permitted. Share unmodified blank free files with attribution; no resale, removal of attribution or implied certification.

Version history and corrections

  • Version 1 published: PDF (4 pages) and XLSX.

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