As you consider your optometry software options, you probably realize you have a lot of questions to ask and answers to find, regardless of where you are in the buying journey. Download this essential list of 50+ questions to help get the tough answers out of vendors before you hand over your credit card.

1. The Essential List of Questions
to Ask Any Practice Management
& EHR Vendor: 2016 Edition

2. 1
Introduction - Pg 2
Your Practice Needs - Pg 4
Technology - Pg 6
Comprehensiveness - Pg 9
EHR - Pg 12
Implementation, Training, & Support - Pg 15
Cost - Pg 18
Making a Decision - Pg 20
Conclusion - Pg 21
Our Uprise Answers - Pg 22
Table of Contents

3. 2
Introduction
There comes a time when you realize that your optometry practice might need
something more to help boost your efficiency and provide better patient care
– aka, something like a new practice management and EHR solution. Whether
you are just starting to speak with vendors or are already knee-deep in the
process, we know you have questions to ask and answers to find!
That’s why we’ve curated this Essential List of Questions to Ask Any Practice
Management & EHR Vendor. It’s a solid resource regardless of where you are in
the buying journey and should get the tough answers out of vendors who may
try and gloss over some of the more important details of their system.

4. 3
Introduction
We’ve listed all the most essential questions you should ask every software vendor you
talk to about practice management and EHR for your practice. That way you can really
understand exactly what you are (and aren’t) buying, before you hand over your credit
card.
After reading through this list of questions, you’ll know exactly what to ask regarding:
• Your Practice Needs
• Technology
• Comprehensiveness
• EHR
• Tools and Integrations
• Implementation, Training, and Support
• Cost

5. 4
Your Practice Needs
Before you start asking questions to different software vendors, there’s a couple of things
you need to ask yourself. Because, in the end, you need to find a solution that makes
sense for your optometry practice. We suggest taking a look at your workflow and talking
to your staff about where there is room for improvement – then, armed with the list of
questions we’re putting in your pocket, you can begin talking to vendors and getting the
relevant information to make a decision.

6. 5
Your Practice Needs
When determining your practice needs, we suggest asking yourself and your staff these
questions to get a general idea of what you need in a system. From there you should
have a good starting point to speak to vendors.
• What are the top 5 things you need to be able to do your job better?
• What does the staff want to see from any solution you consider?
• What areas of your office workflow are struggling and need a boost in
• What manual processes do you need to update with software?
• What will help your patients the most?
efficiency?

7. Client-Server
Requires IT Support
Hardware to Buy
Annual Contracts
Multi-Device Capabilites
Automatic Updates
Client-Server
No IT Support Required
No Hardware to Purchase
No Long Term Contracts
Multi-Device Capabilites
Automatic Updates
Cloud-Hosted
Requires IT Support
Hardware to Buy
Annual Contracts
Multi-Device Capabilites
Automatic Updates
Cloud-Hosted
No IT Support Required
No Hardware to Purchase
No Long Term Contracts
Multi-Device Capabilites
Automatic Updates
Cloud-Based
Requires IT Support
Hardware to Buy
Annual Contracts
Multi-Device Capabilites
Automatic Updates
Cloud-Based
No IT Support Required
No Hardware to Purchase
No Long Term Contracts
Multi-Device Capabilites
Automatic Updates
6
Technology
Before we get into technology related questions, we want to take a minute to refresh your
memory on the differences between the technology options available in the market today.
Specifically, we’re talking about client-server, cloud-hosted, and cloud-based systems.
While the terms may make them seem virtually the same, there are some key differences
between them that you should consider when making a purchase decision.
Client-server systems require you to house and manage a server within your practice, as
well as handle the associated IT needs.
Cloud-hosted systems store and host data on servers managed by vendors, but you still
have to pay for IT maintenance (plus there are limits on the devices you can use and how
they’re updated).
Cloud-based systems on the other hand, leave all the hard work to your vendor. Since data
is stored in the cloud by servers maintained by your vendor all you need is access to the
Internet and an Internet browser.

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essential questions?
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the full list!
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