Guides · clinic software buying
Test 12 requirements in a walkthrough, from booking an appointment to exporting a record. Note what works and what needs to change before signing.
Start with the tasks your clinic performs each day. Test them with separate reception, clinician and billing accounts, using synthetic records that reflect your workflow. A feature list is not enough: ask to see each task completed and record the result.
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In operations
Safe test data
Use fictional names and records, not real patient data in a sales demo.
Clear access rules
Check what each role can view and change, and what it must not access.
Usable exports
Open a sample export in another tool and check attachments and relationships.
Written results
Mark each requirement as passed, needs action, or out of scope.
Proof list
1. Appointment schedule
Change a clinician’s hours and add leave. Check that closed slots cannot be booked.
2. Mobile booking
Book on a phone without installing an app. Check the appointment details and confirmation.
3. Reminders and cancellation
Test reminder timing, rescheduling and cancellation. Ask about channel costs and how delivery failures appear.
4. Patient record
Add a note and attachment to a fictional visit. Check that both appear in the correct record.
5. Clinical alerts
If alerts are required, test a fictional allergy in the relevant workflow and confirm the feature’s limits.
6. Staff access
With a reception account, try opening or editing a protected note. Access must match your clinic’s policy.
7. Audit history
Change a test record. Check whether the user, time and change are recorded, and who can view the history.
8. Billing and payment
Invoice a visit, record a partial payment and simulate a refund. Reconcile the balance without moving real money.
9. National e-invoicing
If you need JoFotara, review submission, rejection, retries, duplicate prevention and account setup responsibilities.
10. Reports
Compare a test-day report with its appointments and invoices. Check filters and access controls.
11. Data export
Export fictional records and attachments. Open them outside the product and check Arabic text, dates and relationships.
12. Recovery and support
Ask for the backup and recovery policy, recent test evidence without sensitive data, and an outage escalation contact.
List your team size, visit types, booking process and billing workflow. Separate launch requirements from improvements that can wait. This is an evaluation checklist, not a claim that every product supports every item.
Create a fictional patient, book an appointment, then reschedule and cancel it. Take another visit through billing and export. For each gap, name an owner and a retest date. Disable real messages and payments during testing.
Attach the results to the agreed scope, including migration, training, support and paid extras. Hospital operations or specialist integrations need a separate assessment; do not assume a standard clinic product covers them. Confirm the current plan with the supplier.
Review its capabilities, then book a walkthrough to test your key requirements.
