5 Things to Consider When Choosing Practice Management Software

Let’s face it: Choosing practice management software is a daunting task. There are many options and at the end of the process, you’re greeted by a software installation with plenty of question marks. Choosing the right software doesn’t have to be difficult, though. By closely considering just five things, you can find answers to your questions and get excited about your new practice management software! These five factors can be useful in helping you to evaluate a new system that will maximize your practice’s success, whether your practice has a single location or operates over multiple offices.

1. Functionality

consider functionality when choosing dental practice management software

Your goal as a dentist is to provide the best possible patient experience. The functionality of your practice management solution is vitally important to helping you do so. Think about what you want, and where you have room for improvement, while weighing your software options. Keep in mind that you’ll want a solution that matches your future plans for your practice.


  • Clinical workflow
  • Ease of scheduling
  • Billing and accounting features
  • Cloud-based vs. server-based

2. Integrations

consider integration when choosing practice management software

Consider all the varied technologies you use in your practice to determine which you’d like to integrate with your new practice management software. For many dental teams, this includes important clinical and business functions, like digital imaging and marketing tools. Ensuring that your practice management software integrates fully with your digital imaging equipment, for instance, can mean a great deal to practice efficiency.


  • Digital imaging
  • Patient communication and marketing
  • How information is shared between systems

3. Reporting

consider reporting when choosing a practice management software

Most dentists didn’t pursue their careers with the intention of focusing on reports. Fortunately, the right practice management solution can help you provide excellent patient care while making savvy business decisions with robust reports that give you an in-depth look at what’s happening in your practice in just moments. If you have multiple locations, you’ll want to give special consideration to cross-location reporting ability.


  • Variety of reports
  • Usable data – ability to sort and filter within reports
  • Actionable insights

4. User experience

consider user experience when purchasing practice management software

The user experience ties together all the other factors of a software by ensuring that your team understands how to use it. Your practice management system will be even more effective if your team members are able to learn and master it quickly and with little oversight. Think about how each team member will use the software and you will have an even better idea of which software is right for your practice.


  • How and where each team member will use the software
  • Convenience of using the software
  • Ease of use and mastery

5. Support

consider support when choosing a practice management software

A new practice management system is a major adjustment for the entire team. Partnering with a practice management system provider that supports you every step of the way makes it easier. Identify which support options are most important to your practice and choose a software solution that you can trust will accommodate your needs.


  • Reputation and track record of software provider
  • All-staff access to support resources
  • Training methods
  • Transition support

Turn your apprehension into excitement by doing your research ahead of time. You’ll find the solution that fits you best, and you’ll be confident that the company you’re purchasing it from will be there to help you make the most of it.

If you found this list helpful and would like to share it with your team, you can click here to download a free PDF version! You can also visit us online here to learn about Patterson’s suite of practice management software solutions. Which consideration tops your list when researching practice management systems?

One thought on “5 Things to Consider When Choosing Practice Management Software

  1. Being a dentist for the past 12 years. In my experience maintaining patient records and data would be tedious without dental computer software programs. It is essential for a dental practice to acquire a efficient software to manage the workflow.

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