Requirements checklist
What to ask for when choosing software for cardiology clinics.
A checklist built from how cardiology 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.
- Session and appointment book
- Cardiac history and risk factors
- ECG, echo and stress test reports
- Prescriptions and medicine history
- Procedure and cath lab planning
- Review and device check recall
- Referral letters and summaries
Roles that need their own access
Who logs in, and what each person may see or change.
- For the clinic owner
- For cardiologists
- For technicians
- At the front desk
Reports to ask for
Ask to see each one with your own sample data.
- Visits and tests by cardiologist
- Collections by consultation, test and package
- Reports awaiting a reading
- Patients overdue for review or device check
- Procedures planned and their status
- Consultant share payable for the month
- Consumables to reorder
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Card and online payments
- Accounting export
- Label printer
Questions for any vendor
Put these to every supplier you are comparing.
- Is this cardiology software or general clinic software?
- Where do ECG and echo reports go?
- Can the ECG or echo machine send results straight in?
- How are patients tracked after a stent or a pacemaker?
- How are prescriptions handled?
- How is a visiting cardiologist’s share worked out?
- Is migration from our current software possible?
- Whose property are the patient records?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Reports sit in separate places
- Medicine lists drift between visits
- Review dates depend on memory
- Referring doctors wait for feedback
- Shares for visiting consultants are disputed
Prefer to talk it through? See the cardiology clinics page.