Requirements checklist
What to ask for when choosing software for psychiatry clinics.
A checklist built from how psychiatry 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.
- Appointments for assessments and follow ups
- Confidential patient and session records
- Medication and prescription reviews
- Therapy and counselling sessions
- Follow up and missed visit list
- Billing, packages and cover
- Clinician share and access control
Roles that need their own access
Who logs in, and what each person may see or change.
- For the clinic owner
- For psychiatrists
- For therapists and counsellors
- At the front desk
Reports to ask for
Ask to see each one with your own sample data.
- Visits by clinician and type
- Medication reviews, depot injections and monitoring bloods due and overdue
- Missed visits and follow up outcome
- Psychotherapy package sessions used and remaining
- Takings by service and payer
- Clinician share payable
- Access log for sensitive notes and risk formulations
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Video consultation tools
- Card and online payments
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Is this for psychiatry or general clinics?
- Who can see the clinical notes?
- How are medication reviews followed?
- Can therapy packages be sold and used up?
- What happens when a patient misses a visit?
- Can video consultations be recorded in the system?
- Can existing patient files be brought in?
- Who owns the records?
- How is the price decided?
- Is it needed for one practitioner?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Notes are not separated by role
- Reviews and prescriptions lapse
- Missed appointments go unnoticed
- Remote consultations are scattered
- Therapy packages are tracked by hand
Prefer to talk it through? See the psychiatry clinics page.