An effective case management system is essential for an occupational therapist to maximize time to help clients. What should you look for?

Are you looking for a new occupational therapy case management system solution? If so, there are certain factors you will want to look out for in order to find the best product for you and your company as a whole.

Make sure you’re finding a case management software that has all the features you need to succeed with this helpful guide. Make sure you have all the tools you need to assist your patients with these tips and tricks.

Find a Cloud-Based Solution

If you’ve been working with traditional on-base server software for your practice’s case management needs, it’s time to upgrade to a cloud-based solution. Cloud-based systems have a number of benefits, especially during times when many employees are working from home. With this solution, you can access your practice’s information securely from anywhere, meaning you no longer have to physically be in the office to manage patient information.

Additionally, cloud-based systems run automatic upgrades which can help you eliminate the time, stress, and cost of conducting manual system upgrades. You can also eliminate costs of system upgrades and maintenance, as cloud-based systems are hosted on remote and secure servers. This is a great way to save money while also keeping your business processes efficient.

Being able to use the software from anywhere, on any device allows you and your employees more flexibility and ease when managing patients.

Make Sure It Will Be Easy to Use

To make sure you and your employees can continue to stay efficient while managing patients effectively, you should make sure that you find a system with ease of use. To find the best system for you, think about the needs of your practice as well as your daily tasks. Think about how you would fulfil these tasks on the software that you are examining.

Some tasks you may consider thinking about are billing patients, logging times, opening new cases, adding new contacts, or finding specific case information with ease. You may also want to make sure you have the capability to add notes or research details to cases for reference. You want to find a system that is intuitive so that completing your daily tasks is easy.

You also want to find a solution that will allow your company to keep information organized. Ask for a demo so that you can see how the system works in carrying out your daily tasks. Ultimately, a system that will allow you to cut down on time and stress will pay off in the long run.

A Secure System Is Key

When it comes to your case management system, finding a secure option is a must to protect your patient information. Keeping this information confidential can be easier by choosing a cloud-based system as they are more secure than traditional server-based options. This is done through things like data encryption which can protect your case management information from third-parties.

Keeping your patients safe helps to keep your practice alive. Choosing a secure case management system can help you build brand loyalty, as your customers can feel that they trust you with their information.

Mobile Access and Other Integrations

In today’s digital world, people are using their mobile devices for many reasons. For this reason, software that allows mobile access in the form of an application is a great solution.

This allows you to access data with ease, as you can use it on the go. Find software with a mobile application feature that will let you complete your tasks with ease, from anywhere. You should also look for a software system that fits your integration needs.

You likely have other tools you use in your case management, such as Xero or Medicare. Great software should have the ability to integrate with the apps and tools that you love to make your tasks easier on you. This is a great way to keep your information consistent across all of your software and application.

Check Their Testimonials

If a company says that their products are great, you don’t want to just take their word for it. Instead, see what others have to say about the company and their products by checking their testimonials, ratings, and reviews. You can do so by looking on their website or on other review and ranking sites.

This will allow you to see what you can expect from the software as well as what benefits it offers that you may need. This can allow you to see how others are using the software and what they have to say about its ease of use and capabilities.

See That They Offer Support

When looking for management software, finding an option that offers customer support is a great idea. This can help you solve issues quickly so that you can continue working efficiently. It can also help as you have questions when you start using the product or when you are trying to make new integrations.

Tips for Finding the Best Occupational Case Management System for You

When finding the best occupational case management system for your company, keep the above tips in mind. You want to make sure that you find a system that allows you to complete all of your tasks with ease and efficiency so that you can assist your patients and work towards your company goals.

Are you looking for a solution that can make case management easy? Contact us to arrange a demo to see if this solution is the one for you.