Dentists interested in transitioning from paper to electronic records will benefit from the “checklist” resources available from the CDA Practice Support Center.
The Dental Software Evaluation and Selection Checklist, Dental Software Contracts Checklist and Dental Software Implementation and Training Checklist prompt dentists to consider how they may address issues that arise during the software implementation phase.
The checklists were developed by a veteran in the information technology profession and several electronic health experts. Mike Uretz, executive director of dentalsoftwareadvisor.com, also helped create the Checklists.
“The purpose of these checklists is not to try make a dentist or office manager an expert overnight, but to give them a high level overview, a roadmap, and make them aware of some of the major items they should be thinking about when selecting, purchasing, and implementing electronic health records and dental software,” Uretz said. “Hopefully these checklists will help level the playing field with vendors.”
Below are what each checklist has to offer.
Dental Software Evaluation and Selection Checklist
The key concepts and terms for dental software customers in the process of evaluating and selecting software. The checklist includes tips on creating a selection committee; setting an internal schedule; developing requests for proposals; scheduling demos with vendors and more.
Dental Software Contracts Checklist
The key concepts and terms for dental software customers looking at contracts. Such concepts include warranties and guarantees; support and maintenance: addendums/clauses pricing and payment terms (milestone-based); transition assistance, resources and more.
Dental Software Implementation and Training Checklist
The key concepts and steps in dental software implementation and vendor training, including practice and vendor responsibilities. Concepts include assigning a project manager from the practice side, putting together a vendor training team, developing a data conversion strategy, scheduling demos with vendors; auditing vendor implementation hours and more.