Requirements checklist
What to ask for when choosing software for plastic surgery clinics.
A checklist built from how plastic surgery 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.
- Enquiries and consultation diary
- Patient record and private images
- Quotes and follow-up
- Procedure and theatre bookings
- Consent and implant records
- Deposits, invoices and payments
- Aftercare and review reminders
Roles that need their own access
Who logs in, and what each person may see or change.
- For the clinic owner
- For surgeons
- For patient coordinators
- For nurses and theatre staff
Reports to ask for
Ask to see each one with your own sample data.
- Enquiries by source and outcome
- Quotes open, accepted and declined
- Procedures booked by surgeon
- Deposits and balances due
- Implant records by batch
- Review visits missed
- Surgeon share payable for the period
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Card and bank transfer payments
- Accounting software export
- Website enquiry form
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for cosmetic work, reconstructive work or both?
- How are patient images protected?
- Can it track quotes that are still undecided?
- Does it handle theatre bookings?
- Can it record implant batch numbers?
- Does it take deposits and part payments?
- Are aftercare reviews tracked?
- Can we bring our existing patient list across?
- 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.
- Enquiries go cold
- Photographs and consent are scattered
- Theatre bookings are managed by phone
- Implant details are written by hand
- Aftercare visits slip
Prefer to talk it through? See the plastic surgery clinics page.