Requirements checklist
What to ask for when choosing software for speech therapy clinics.
A checklist built from how speech therapy 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.
- Recurring slots by therapist and room
- Case history and assessment
- Goals and session notes
- Home practice and parent updates
- Session packages and fees
- Missed sessions and review list
- Group sessions and school visits
Roles that need their own access
Who logs in, and what each person may see or change.
- For the clinic owner
- For speech therapists
- At the front desk
- For parents and caregivers
Reports to ask for
Ask to see each one with your own sample data.
- Sessions by therapist and by therapy type, such as articulation or fluency
- Package balances and renewals due
- Clients with missed sessions
- Assessments and reviews due, with scored forms outstanding
- Collections by therapist and by month
- Room use across the week, including group sessions
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Card and bank payments
- Accounting export
- Video call link
Questions for any vendor
Put these to every supplier you are comparing.
- Is this built for speech therapy or for any clinic?
- Can goals be linked to session notes?
- How are recurring slots handled?
- Can it count sessions in a package?
- Does it support group sessions?
- Can a progress report be produced for a school?
- Can we move our current client records across?
- Who owns the client information?
- What would this cost our clinic?
- Do we need it with only one therapist?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Goals and notes are scattered
- Recurring slots are rebuilt by hand
- Packages run out without notice
- Dropped clients are not noticed
- Progress reports take hours
Prefer to talk it through? See the speech therapy clinics page.