Vรฅrd HealthPMS Requirements Checklist
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Vรฅrd Digital Health

AI-Enhanced Software for Clinicians

Practice Management System

Requirements Evaluation Checklist

A comprehensive requirements framework to evaluate Practice Management System (PMS) proposals. Use this checklist to score each vendor against 82 criteria across 15 categories. Click any score cell to cycle through Full โœ“, Partial โ—, None โœ—, or N/A โ€”.

Checklist title:
Practice / Clinic:
Date:
Prepared by:
Role:
Evaluation period:
Scoring:โœ“Fullโ—Partialโœ—Noneโ€”N/A|Must HaveShould HaveNice to Have

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๐Ÿ“…Appointment Scheduling & Diary Management7 criteria
M

Unified multi-site diary across all locations with real-time availability

M

Configurable slot rules and session types per consultant per site

S

Clinic type differentiation (outpatient, procedure, urgent, surgical list)

S

Online patient self-booking for follow-up and routine appointments

M

Automated SMS and email reminders with configurable sequences per appointment type

N

Waiting list engine that auto-fills cancelled slots

S

DNA (Did Not Attend) tracking and reporting

๐Ÿ‘คPatient Records & Registration6 criteria
M

Comprehensive patient demographics with GP and insurer linkage

M

Digital document storage with full audit trail

M

Duplicate patient detection across all sites

S

Digital pre-attendance pack (consent, history questionnaires) via SMS/email

S

Real-time insurance eligibility verification

N

Condition-specific / sub-speciality intake forms

๐ŸฉบClinical Documentation & Notes6 criteria
M

Structured clinical note templates (not free-text only)

S

Sub-speciality / condition-specific consultation templates

N

AI-powered voice dictation for clinical notes

S

Structured capture of clinical measurements (e.g. visual acuity, IOP, vital signs)

S

Longitudinal tracking of clinical measurements over time

S

Imaging integration embedded within the patient record (no separate login)

๐Ÿ”ฌSurgical & Procedure Pathway Management5 criteria
S

Structured pre-operative assessment workflow with checklists

N

Diagnostic device integration (e.g. biometry, imaging devices)

S

Digital consent management with e-signature support

N

Theatre / procedure list management within the system

N

Automated alerts for outstanding pre-op requirements

๐Ÿ’‰Treatment Programme Management (Injection / Recurring)4 criteria
S

Structured treatment programme enrolment (diagnosis, drug, protocol)

S

Drug and batch number recording per treatment (pharmacovigilance)

S

Automated recall scheduling based on treatment protocol

N

Treatment response tracking with outcome capture per visit

๐Ÿ’ณBilling, Claims & Financial Management7 criteria
M

Automated invoice generation at point of care

M

Healthcode EDI integration for electronic claim submission

M

Native support for all Irish private insurers (VHI, Laya, Irish Life Health, AXA Health)

S

Real-time insurer eligibility verification

S

Automated payment reconciliation and remittance matching

S

Accounting software integration (e.g. Sage) with bi-directional sync

N

Support for outsourced billing workflow (e.g. Claimsure)

๐Ÿ“Clinical Correspondence & Letters5 criteria
S

Automated GP / referral letters generated from structured clinical data

S

Post-procedure discharge letters generated automatically

N

Referral outcome replies to referring clinicians

N

Insurer pre-authorisation and outcome report generation

N

Draft correspondence review queue for admin staff before clinician sign-off

๐Ÿ“ฅReferral Management & Triage5 criteria
S

Multi-channel referral capture (GP letter, eReferral, email, portal)

N

AI-assisted data extraction from referral documents

S

Urgency classification / triage scoring (red-amber-green)

N

Automatic acknowledgement to referring clinician

N

Referrer profile management with relationship tracking

๐ŸŒPatient Portal & Engagement4 criteria
S

Self-service patient portal (booking, history, forms, consent)

S

Digital intake forms replacing paper questionnaires

N

Online consent signing with e-signature

N

Patient satisfaction survey collection

๐Ÿ“ŠOutcomes & PROMs4 criteria
S

Digital PROMs capture (validated questionnaires dispatched and scored automatically)

N

Pre/post-procedure outcome comparison per patient

N

Population-level outcome reports by consultant, speciality, procedure

N

Formatted outcome data for insurer credentialing / quality frameworks

๐Ÿ“ˆReporting & Analytics6 criteria
M

Real-time executive dashboard with multi-site visibility

S

Referral source analytics (volume, conversion, revenue by referrer)

S

Consultant utilisation and productivity reporting

S

Procedure volume reporting by site and consultant

S

Financial analytics (revenue by consultant, insurer, speciality, location)

N

Insurer performance analytics (claim acceptance, payment timelines)

๐Ÿ”ŒIntegrations & Interoperability6 criteria
S

Bi-directional imaging integration (OCT, fundus, visual fields, slit lamp)

S

Direct insurer portal integration (eligibility, submission, remittance)

S

Accounting software integration

N

Telemedicine / video consultation integration

S

Open API for custom integrations and data exchange

N

HL7 / FHIR compliance for interoperability with hospital systems

๐Ÿ”Security, Compliance & Data Protection6 criteria
M

Role-based access control (granular permissions per user type)

M

Complete audit trail of all user actions

M

GDPR compliance with data subject access and erasure support

M

Irish / EU data residency (data hosted within EU)

M

Automated encrypted data backup and disaster recovery

S

Two-factor authentication (2FA) support

๐ŸŽ“Implementation, Training & Support6 criteria
M

Structured data migration from current system included in implementation

S

Role-based training programme with completion tracking

S

Dedicated go-live support (on-site or remote)

M

Documented SLA for ongoing support and issue resolution

S

Regular system updates included (no additional cost)

M

Clear implementation timeline with milestones and go-live date

๐Ÿค–AI & Automation5 criteria
N

AI voice dictation for clinical documentation

N

AI-assisted referral triage and urgency scoring

N

Automated clinical correspondence generation

N

Smart scheduling optimisation

N

Workflow automation (reducing manual steps)

Evaluation SummaryWeighted by priority (Must=3, Should=2, Nice=1)

Vendor 1

0%

0 / 312 pts

Vendor 2

0%

0 / 312 pts

Vendor 3

0%

0 / 312 pts

CategoryCrit.Vendor 1Vendor 2Vendor 3
๐Ÿ“… Appointment Scheduling & Diary Management70%0%0%
๐Ÿ‘ค Patient Records & Registration60%0%0%
๐Ÿฉบ Clinical Documentation & Notes60%0%0%
๐Ÿ”ฌ Surgical & Procedure Pathway Management50%0%0%
๐Ÿ’‰ Treatment Programme Management (Injection / Recurring)40%0%0%
๐Ÿ’ณ Billing, Claims & Financial Management70%0%0%
๐Ÿ“ Clinical Correspondence & Letters50%0%0%
๐Ÿ“ฅ Referral Management & Triage50%0%0%
๐ŸŒ Patient Portal & Engagement40%0%0%
๐Ÿ“Š Outcomes & PROMs40%0%0%
๐Ÿ“ˆ Reporting & Analytics60%0%0%
๐Ÿ”Œ Integrations & Interoperability60%0%0%
๐Ÿ” Security, Compliance & Data Protection60%0%0%
๐ŸŽ“ Implementation, Training & Support60%0%0%
๐Ÿค– AI & Automation50%0%0%

Additional Notes

Prepared by Patrick Egan ยท Co-founder & COO, Vรฅrd Digital HealthVรฅrd Digital Health ยท 2026