Requirements checklist

What to ask for when choosing software for home physiotherapy providers.

A checklist built from how home physiotherapy providers work, to print or save as a PDF and bring to any supplier meeting.

Share your requirements

What the software should cover

Tick each one that matters to your business.

Referral and home assessment
Visit routes by therapist
Session packages and visit count
Outcome measures and progress notes
Home exercise sheets
Portable equipment register
Referrer updates and discharge summary

Roles that need their own access

Who logs in, and what each person may see or change.

For the service owner
For coordinators
For therapists
For accounts staff

Reports to ask for

Ask to see each one with your own sample data.

Visits done by therapist and area
Packages ending and reviews due
Outcome scores by patient against goal
Referrals received and converted by source
Equipment out in homes and due back
Package balances outstanding
Travel claimed by therapist for the month

Systems it may need to connect to

Note which ones you already run.

WhatsApp or other messaging
SMS
Email
Map and routing service
Accounting export
Card and bank payments

Questions for any vendor

Put these to every supplier you are comparing.

Can this replace a clinic product for home visits?
How does it plan a day for a therapist?
Does it count sessions in a package?
Can scores be charted?
Do referring doctors get updates?
Can it track the walking frames and TENS units we lend out?
Does it advise on treatment?
Can we import our patient list and open packages?
Who owns 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.

Routes are planned by hand each morning
Outcome scores stay in the therapist’s notebook
Package sessions are counted from memory
Equipment leaves with therapists and returns late
Consent and fall-risk forms go missing

Prefer to talk it through? See the home physiotherapy providers page.