What to Ask Before You Buy: 10 Key Questions for Billing Software Vendors
Choosing the right medical billing software can transform how your practice operates. With so many options, it’s essential to find one that fits your workflow and specialty.
A live demo is the best way to evaluate a system – but to get real value, come prepared.
Here are 10 key questions to ask during your demo to help you choose a solution that truly supports your practice, both now and long-term.
01
Is the software cloud-based or server-based?
Know how your team will access the system and how data is stored securely.
Does it integrate with our EHR or PM system?
Ensure seamless data flow with tools you already use.
02
What features are included and what costs extra?
Understand pricing and avoid surprise add-ons later.
How are claim rejections and denials handled?
Look for built-in edits and workflows to reduce errors and speed up payments.
03
What reports are available?
Are they customizable?
Make sure you can track key financial and operational metrics.
Does it support patient billing and online payments?
Patients expect convenience – see what’s built in.
04
What training and support options are available?
Ask if support is U.S.-based and how onboarding is handled.
How often is the software updated? Are upgrades free?
Stay current and compliant without hidden fees.
05
Can the system scale with our practice?
Ensure it works for solo providers and multi-location groups alike.
What makes your platform better than others?
Let them show you how their solution stands out.