Technology worksheet · local draft

Vendor demo scorecard

Compare the same high-value workflows, controls, costs, and exit questions across vendors.

Use sample information—not real client or staff details. This worksheet saves checkbox state and notes in this browser only. Browser storage is not encrypted or secure record storage. Do not use it on a shared or public device. Do not enter client names, clinical details, credentials, financial-account numbers, health information, allegations, or sensitive personnel details. If someone else can use this device, print what you need and clear the local draft.

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Section 1

Workflow fit

Schedule a sample new-client workflow from inquiry through first visit
Complete intake, consent, note, correction, payment, claim, and report
Test the client, clinician, supervisor, biller, administrator, and owner experience

Section 2

Controls

Enroll and recover MFA
Prove least-privilege roles and audit history
Remove a user and revoke every active session

Section 3

Exit and resilience

Export every important sample record type and inspect the formats
Explain deletion, retention, backup, restore, downtime, and termination
Price migration, training, support, add-ons, renewal, and exit assistance

Decision record

Close the loop

OwnerTarget dateNext reviewDecision or open question