Requirements checklist
What to ask for when choosing software for audiology and hearing clinics.
A checklist built from how audiology and hearing clinics work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Appointments by audiologist and booth
- Patient history and audiograms
- Device sales and serial register
- Trials, fittings and adjustments
- Repairs and ear mould orders
- Quotations, billing and part payments
- Recalls and consumables stock
Roles that need their own access
Who logs in, and what each person may see or change.
- For the clinic owner
- For audiologists
- At the front desk
- For dispensers
Reports to ask for
Ask to see each one with your own sample data.
- Devices sold by manufacturer, model and period
- Loan trials open and ending this week
- Repairs out with manufacturers and overdue
- Warranties ending in the next quarter
- Patients due for an annual retest
- Balances due on part-paid device orders
- Batteries, domes and filters to reorder
Systems it may need to connect to
Note which ones you already run.
- Audiometer software export files
- SMS
- WhatsApp or other messaging
- Card and online payments
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it audiology software or general clinic software?
- Does it replace our audiometer software?
- Can it record devices by serial number?
- How are hearing aid trials handled?
- Can it follow repairs sent to the manufacturer?
- Does it send claims to insurers or schemes?
- Can patients be reminded of yearly retests?
- Can we bring over our existing patient files?
- Who can see test results?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Test results are held apart
- Device and serial details are untraced
- Trial periods slip
- Repairs go out and are not followed
- Yearly retests are forgotten
Prefer to talk it through? See the audiology and hearing clinics page.