FREE CHECKLIST FROM PACE MEDISYSTEMS
The Platform Decision Diagnostic
“The software just doesn’t work for us” is one of the most common things said before a platform change. Sometimes it’s true. Often, the real gap is training, configuration or workflow, and a new system simply carries the same problem across at a higher cost. This free one-page checklist walks you through the questions to answer before any software demonstration or sales conversation, so your decision is based on the real cause, not the loudest symptom.
What's Inside the Diagnostic
A one-page, fillable checklist for health practices weighing up a software change, or simply frustrated with the system they already have. Four checks and a plain-English guide to what your answers mean.
Symptom before solution
Two quick steps that make sure you’re diagnosing the symptom, not jumping straight to a solution.
The training check
Find out whether the team has been trained on everything the current software already does, not just the daily basics.
The configuration check
Check whether the feature you need is genuinely missing, or simply switched off.
The workflow check
See whether a documented, redesigned process would fix the problem before anything is replaced.
The platform check
Name the specific capability you need, and confirm the current platform genuinely can’t provide it.
What your answers tell you
A plain-English guide to whether your answers point to training, configuration, workflow or a genuine platform change.
Not Sure What’s Really Causing the Problem?
The checklist helps you separate the likely cause from the visible symptom. If your answers aren’t clear cut, or you’d like a second set of eyes before committing to a change, that’s exactly the kind of conversation worth having.
We’ve already booked a software demonstration. Is it too late?
Not at all. Work through the checklist before the demonstration and take your answers with you. You’ll ask sharper questions and be much clearer on what you actually need.
Is this only for practices thinking about Xestro?
No. It applies to any practice management or clinical software decision, whichever system you’re on now or considering.
Who should fill it in?
Ideally the practice manager, together with the staff who use the system every day. They’ll answer the training, configuration and workflow questions more accurately than anyone else.
What if our answers point to a genuine platform limitation?
Then a change may well be the right call. The checklist makes sure that decision is based on evidence, and that someone has real time set aside for setup, workflow redesign and change management.
Is the checklist fillable?
Yes. It’s a one-page PDF with tick boxes you can complete on screen or print.
Can I get help working through my answers?
Yes. Book a Practice Operations Strategy Call and we’ll work through your answers together and decide what to prioritise first.
The Platform Decision Diagnostic
Want Help Working Out What’s Really Going On?
Pace MediSystems helps health practices work out whether the answer is training, configuration, workflow or a new platform, and then build the systems that make it stick. If your answers point to a mixed picture, it’s worth a conversation before you commit to anything.