Avanza Smarthealth · Practical guide

How to choose software for a medical practice or clinic

Choose clinical software based on the patient journey and the people providing care. An individual practice can start with scheduling, records and prescriptions; a clinic with several professionals needs coordinated availability, access and connected services.

By the Avanza Code team

1. Describe how you provide care today

Follow the journey from booking through the end of the consultation. Identify where information is requested again and who needs to view each record.

  • Booking, reception, vital signs recording and consultation.
  • Professional schedules, appointment types and duration.
  • Patient follow-up and document delivery.
  • Number of professionals, locations and appointments.

2. Review the patient record during a demo

Evaluate consultation documentation using sample data. Check whether the professional can review patient history and clearly document care.

  • Patient identification, background and history.
  • Consultation notes, prescriptions and clinical documents.
  • Search and access to previous information.
  • Information access based on each user’s role.

3. Separate essentials from the next stage

Choose features based on current operations. Scheduling and records are a starting point; additional services require a workflow and scope assessment before being included.

  • Individual practice: scheduling, records and prescriptions.
  • Clinic: coordination between professionals and services.
  • Billing, FEL, laboratory or portal based on your needs.
  • Pharmacy, rehabilitation and inpatient care where applicable.

4. Evaluate communication and integrations

Before adding reminders or self-service tools, define what information will be sent, who manages it and how it connects with care.

  • Channels used to confirm and reschedule appointments.
  • Need for a patient portal or telemedicine links.
  • Message volume and communication owners.
  • Required integrations and access permissions.

5. Plan the launch

Decide which opening information to import and how to prepare staff. A complete walkthrough using sample data helps review reception and clinical work before going live.

  • Patients and appointments to retain.
  • Treatment of previous records and attachments.
  • Role-based access and team training.
  • Validation of booking, care and consultation closure.