Requirements checklist
What to ask for when choosing software for hospice providers.
A checklist built from how hospice providers 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.
- Referral and admission
- Care plans and team reviews
- Visit scheduling by area
- On-call and symptom log
- Equipment and comfort supplies
- Family and bereavement follow-up
- Billing by level of care
Roles that need their own access
Who logs in, and what each person may see or change.
- For the clinical director
- For nurse case managers
- For aides and volunteers
- For social workers and chaplains
- In billing and administration
Reports to ask for
Ask to see each one with your own sample data.
- Referrals received, admitted and declined
- Visits planned, completed and missed by discipline
- Patients with certification or review dates coming due
- Equipment on loan by patient and inspection date
- After-hours calls by reason and outcome
- Charges raised by level of care and payer
- Bereavement follow-ups due and completed
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Payment gateway
- Accounting software export
- Label printer
Questions for any vendor
Put these to every supplier you are comparing.
- Does it replace our clinical record?
- How does it serve nurses on home visits?
- How does the on-call nurse see the current plan?
- Can it track volunteers as well as staff?
- Does it handle equipment on loan?
- Can it prepare claims for our payers?
- Can our existing patient list come with us?
- 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.
- Disciplines work from different records
- On-call staff lack the current plan
- Equipment is hard to locate
- Certification and review dates slip
- Billing waits on clinical paperwork
Prefer to talk it through? See the hospice providers page.