Table of contents
Let's be honest - choosing new care management software is a big decision. One that can transform your business for the better... or leave you wrestling with a system that creates more problems than it solves.
We know because we talk to care providers every day who share the same concerns:
"How do I know which features we really need?"
"What questions should I be asking in demos?"
"Will this actually save us time or just create more work?"
That's exactly why we created this comprehensive buyer's guide. Not just another checklist, but a practical workbook born from real conversations with providers like you who wanted clarity in their decision-making process.
Inside, you'll find:
A clear path forward
We break down the entire buying journey into manageable steps, from initial research to final decision. No more wondering if you've missed something crucial.
Ask real questions that matter
Gone are the days of sitting through demos wondering what to ask to ensure your needs are covered. We give you the exact questions that reveal whether a system will genuinely transform your operations or just digitise your paperwork.
Your personal scoring system
Compare providers objectively with our detailed scoring framework. Track how each system measures up across everything from care management to compliance and auditing, so you can make decisions based on facts, not sales pitches.
The hidden pitfalls to watch for
Don't get caught out by unexpected costs or contract terms. We highlight the red flags to watch for, helping you avoid common pitfalls that can impact your business down the line.Whether you're replacing an existing system or choosing your first care management platform, this guide puts you in control. It's about finding technology that doesn't just work, but works for you - making care delivery easier, faster, and safer for everyone involved.
How to use this guide…
This has been designed as a workbook for you to use throughout your conversations with all your suppliers - you’ll be filling in your scores and feedback, so you might want to print a copy if that’s easier for you.
The workbook is broken down into nine sections - each is either feature of all-in-one care management technology or what a supplier should be able to provide your business. They are:
- Care Management
- Rostering
- Finance
- Compliance and Auditing
- Data, Insights & Reporting
- Communication
- Services
- Security
- Cost and contracts
Each section then has the following layout - the types of tasks you might currently do, or what you need your technology to help with, along with the question you should ask in the demo, and what answer you should expect.
You can either work steadily through this whole book, or jump straight to the technology features (such as ‘Care Management’ or ‘Rostering’) that matter most to your business.
You can then give each provider a score dependent on how well they meet the criteria - here’s an example below:
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Published date:
February 10, 2025
Author:
Frances Knight
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