5 Helpful Tips to Choose the Right Case Management Platform

  • By Renato Parletta
  • September 28, 2020

Table of Contents

Implementing a case management platform for your practice might just be the best move you can make for better productivity and a smoother workflow. Every case management software is different in terms of its features, user interface, and pricing. So how can you choose the right case management platform for your allied health practice? Here are five helpful tips to help you narrow down your choices:

  1. Check its features.

There are several case management systems are available for use, but not all of them are equipped with even the most basic features. Choose a platform that offers user-friendly features that can help you manage client records, manage staff, and provide accessible customer support, at the very least. Some of the best management platforms even have add-ons for generating invoices and collecting payments.

  1. Choose a cloud-based platform

Choose a case management platform that stores data in a cloud-based system to protect your files while making them more easily accessible to authorized users. All patient information will be safely kept in a cloud storage environment, minimising the risk of your files being destroyed, lost, or stolen. Secure cloud management also allows for data to be accessed anytime, anywhere from any device.

  1. Avoid platforms with a poor user interface.

What happens if a case management system has a low-quality user interface? Even if it offers cloud storage and a wide host of features, its poor UI will only limit your productivity.  It can also be hard to learn and frustrating to use. Choose a platform that is intuitive and doesn’t require a lot of training.

  1. Choose a platform with fair pricing.

Do you prefer a subscription service or a one-time payment arrangement? These are some things to consider when choosing a management system. A subscription service is often the better choice because it offers more flexibility and affordability.

  1. Check its security features.

Lastly, make sure that your provider offers 24/7 system management, database security, and multi-factor authentication.

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