Requirements checklist
What to ask for when choosing software for physiotherapists.
A checklist built from how physiotherapists 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.
- Assessment and progress notes
- Session log and package balance
- Home exercise programme
- Missed-session alerts
- Home visit schedule
- Therapist payouts and referring doctors
- Equipment and consumables
Roles that need their own access
Who logs in, and what each person may see or change.
- For clinic owners
- For the front desk
- For therapists
- For visiting consultants
Reports to ask for
Ask to see each one with your own sample data.
- Sessions done by therapist and by branch
- Package balances and sessions left per patient
- Patients who have missed their next session
- Therapist payout for the month
- Referrals received by surgeon and doctor
- Kinesio tape, electrodes and gel to reorder
Systems it may need to connect to
Note which ones you already run.
- SMS
- Transfer and card payments
- Biometric attendance devices
Questions for any vendor
Put these to every supplier you are comparing.
- Are patient records linked to a national health ID scheme?
- Can it keep session packages and count the sessions?
- Can therapists write progress notes after each session?
- Can exercise sheets be sent to patients?
- Does it handle home visits?
- Does anything go into accounting software?
- Can patients and package balances be moved?
- Who can see patient records?
- Who owns the patient data?
- What does it cost?
- How long before therapists write notes in it?
- What should the clinic put together beforehand?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Patients drop out mid-plan
- Progress is hard to show
- Home visits are poorly tracked
- Package balance causes arguments
Prefer to talk it through? See the physiotherapists page.