Tips for a seamless transition to new billing software
Anyone in the healthcare industry who uses NEMT software, paratransit dispatch software, broker management software, or any other system that makes their jobs easier knows that adjusting to a platform can take some time. These software systems are designed to be all-encompassing solutions to easily manage daily tasks, so it’s important that providers complete robust training courses to get the most out of their products. Because of the time that goes into learning a new program, many providers are hesitant to switch software, even if they know it’s time to start looking elsewhere. While there’s never really the perfect time to make the switch, there’s a number of things you can do to prepare yourself and your employees for the change and make the transition a smooth one.
Identify your business’s biggest needs
It’s not enough to just say you want software—you need to know why you want it and how it’s going to improve your business, otherwise, you’re just wasting time and money. Maybe you need a system exclusively for billing. Perhaps you’re an NEMT provider who wants a vehicle scheduling software to help schedule, dispatch, route, and bill every trip. Once you know exactly what you’re looking for, you’ll have a good idea of how much you should budget and what kind of options are out there. It’s crucial to have an understanding of what you want beforehand so you can ask the right questions during software demos.
Complete software training courses
Once you find the right software for your business, you’ll almost always have to complete a set of training courses with an implementation team. As much as we all want to dive into a new system and put it to use immediately, you won’t get the most out of your software without the proper training. These trainings usually take place over the course of a couple weeks, and it’s important to have anyone working directly with the system involved from the start.
Find an opportune time for implementation
It might be tough to find a time that feels best to implement your new software. If possible, find a day you’re least likely to be busy, for example a Friday or a holiday, if you’re in office. Let all of your clients know that you’ll be unreachable during that time, and make sure your employees are prepared, too. Accept that things will feel a little crazy and unorganized during this time—this is normal, and there will be an adjustment period at your company. But once your new software is up and running, it will all be worth it.
Train your employees
As we said before, it’s best to have any employees who will be working regularly with the system at initial training sessions held by the software company. That’s not always possible for everyone, though, so holding an in-house training session with your company once the software is implemented will be helpful for everyone. Additionally, it’s good for everyone to keep their skills sharp and continue learning new features as your time with the system goes on.
Find the right software for your business
Don’t choose the first software you come across if it doesn’t feel right. Understanding what your business needs to improve and what type of software can make that possible is the first step in your software shopping journey. At iSi Technology, we have a variety of products from NEMT routing software and medical transportation scheduling software to homecare billing software and NY Medicaid billing software, we have something for everyone. Get in touch today to see how we can help you.