Requirements checklist
What to ask for when choosing software for telehealth providers.
A checklist built from how telehealth providers 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.
- Virtual slots by clinician and service
- Intake forms and consent
- Visit notes and care plans
- Prescriptions and test orders
- Payments, plans and receipts
- Remote readings and check-ins
- Follow-up and review queue
Roles that need their own access
Who logs in, and what each person may see or change.
- For the service owner
- For clinicians
- For nurses and care coordinators
- For the support desk
Reports to ask for
Ask to see each one with your own sample data.
- Visits by clinician, service and day
- No-shows and late joins
- Intake forms incomplete at call time
- Payments failed or outstanding
- Overdue follow-ups and out-of-range readings by clinician
- Plan renewals and cancellations
- Clinician share payable for the month
Systems it may need to connect to
Note which ones you already run.
- Video call tools
- SMS
- WhatsApp or other messaging
- Card and bank payments
- Partner labs and pharmacies
- Home health devices
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Does it replace the video tool?
- Can a patient book without calling the desk?
- How are no-shows handled?
- Can clinicians sign notes and send prescriptions from one screen?
- Does it support monthly plans?
- Who sees patient information?
- Can we bring over our existing patient list?
- What happens to our data if we leave?
- How is the fee set?
- Is it worth it for a very small service?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Visit records live in several tools
- Intake forms arrive incomplete
- No-shows and late joins waste slots
- Prescriptions and referrals are sent by hand
- Payments are chased after the call
Prefer to talk it through? See the telehealth providers page.