Requirements checklist
What to ask for when choosing software for oB-GYN clinics.
A checklist built from how oB-GYN 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.
- Antenatal booking and visit schedule
- Visit readings and scan reports
- Delivery plan and admission details
- Gynaecology cases and procedures
- Packages, part payments and consultant share
- Postnatal and routine recalls
- Private records by role
Roles that need their own access
Who logs in, and what each person may see or change.
- For the consultant
- For nurses
- At the front desk
- For the clinic owner
Reports to ask for
Ask to see each one with your own sample data.
- Expected deliveries by month and doctor
- Antenatal visits overdue
- Gynaecology procedures by doctor
- Package balances due
- Consultant share payable
- Collections by service
- Recalls still to contact
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Card and mobile payments
- Accounting software export
- Scan and laboratory report upload
Questions for any vendor
Put these to every supplier you are comparing.
- Can it calculate the due date?
- Can each doctor use a different visit schedule?
- Can scan and laboratory reports be attached?
- Who can see clinical notes?
- Can it hold a delivery plan for a partner hospital?
- Can patients with no pregnancy be recorded?
- How are maternity packages billed?
- Can our existing patient list be moved over?
- What does it cost?
- Is it needed for a small practice?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Antenatal visits are missed
- Reports are scattered
- Delivery plans are not shared
- Privacy depends on habit
- Package balances sit on paper
Prefer to talk it through? See the oB-GYN clinics page.