Requirements checklist
What to ask for when choosing software for orthotics manufacturers.
A checklist built from how orthotics manufacturers 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.
- Clinic accounts and price lists
- Prescription orders
- Design files and revisions
- Production work orders
- Material stock and issue
- Fitting checks, remakes and returns
- Dispatch, invoices and statements
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners and managers
- For the order desk
- For designers and technicians
- For bench and finishing staff
- For store and purchasing
Reports to ask for
Ask to see each one with your own sample data.
- Devices in production by stage
- Orders late against promised dispatch date
- Material issued against each order
- Remakes and adjustments by reason
- Stock below reorder level
- Sales by clinic and device type
- Clinic balances, oldest first
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Payment gateway
- Courier booking
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for custom devices, standard supports or both?
- Can scan files and design versions be stored?
- Can we price differently for each clinic?
- Can clinics send prescriptions and follow orders themselves?
- How are remakes and adjustments recorded?
- Does it track material lots?
- Can it keep patient details safely?
- Can live orders and outstanding invoices be brought over?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Prescriptions arrive in many forms
- Scan and design files drift from the order
- Material use is guessed per device
- Remakes are hard to trace
- Clinic accounts are managed by hand
Prefer to talk it through? See the orthotics manufacturers page.