5 Ways to Evaluate Both Platforms and People

Carby Team
March 11, 2025

Choosing the right practice management platform can feel overwhelming. Here’s the truth: no single platform does everything perfectly (including us, but we’re working on it!). From administrative efficiency to patient experience or even specialties, different solutions excel in different areas. 

With so many options, how can you choose the right one for your practice? Here are some questions people like you have asked us:

Do you understand my business? 

What do a solo therapy practice, an urgent care chain, and a regional healthcare system have in common? Not as much as some tech startups think. Every healthcare business is unique - from facility requirements to billing codes, insurance workflows, and staffing models - and what matters most to you is unique too. Share your specifics with potential partners and ask for evidence that they can support you. 

For example, at Carby our expertise lies in everyday health, including primary and urgent care practices. When hospital systems ask us about surgical capabilities, we’re upfront that we’re not the right fit. On the other hand, we’ve had great conversations with multi-state employers who initially wondered if we could support their scale.

What does onboarding really look like?

A successful implementation depends on honest conversations about your needs and timeline. Key considerations include:

  • Existing infrastructure: what hardware or partners do you want to retain? 
  • Training approach: will you need comprehensive team training or train-the-trainer support? 
  • Data migration: how complex is your existing data? 

While marketing campaigns or new staffing models matter to maximize your new investment, proper implementation requires focus. Ask yourself if both the solution and the partner will keep you on track toward your milestones. 

Do you welcome my feedback?

Every vendor will claim to value input, but actions speak louder than words. Here’s how to dig deeper: 

  1. Ask what their feedback process is. The keyword being ‘process’ - whether it’s a ticketing system or an account management team. Depending on the size and variety of your users (providers, administrators, patients, etc.), one process may resonate more than others.
    Our approach: we gather feedback from 3,000+ clients and users daily and integrate it via two main channels: a ticketing system for bugs and a technical panel that meets biweekly to review. 
  1. Ask for examples of feedback they didn’t implement. This should reveal their philosophy and approach to making changes. After all, not all feedback is actionable or appropriate.
    Our approach: we focus on changes that will drive the most positive impact. For example, we’ve been asked about integration with eyewear like Meta smart glasses or Apple vision pro. While interesting, we’ve prioritized reducing tech especially between the provider and patient, not adding to them. (PS: ask us about our roadmap!)
  1. Get references. Reach out to your network or ask the partner for references from current clients.
    Our invitation: we’re happy to provide references and demonstrate examples of current features that were directly inspired by customers like you. 

What is your technical expertise? 

Traditional practice management software was often developed by people who understood medicine, but not necessarily modern technology. Today, your teams and patients are demanding the same seamless experience they get from their favorite apps and brands. This requires a deep understanding of user experience design, data security, and system integration - skills that go beyond traditional healthcare IT. 

We’re proud to be a multifunctional team with deep roots in both healthcare and technology, with our founder being the founder of Udemy, and the team bringing experience from Apple, Uber, and Firstup (formerly Dynamic Signal).

Are you nice to work with? 

Beware of the classic bait and switch: falling in love with the sales team only to be handed off to a less engaged support team. Consider asking or looking for the following:

  • Meet your actual day-to-day contacts before signing
  • Understand your own support and communications needs
  • Set clear expectations for ongoing relationship management 

At Carby, our integrated team approach means you’ll work with the same dedicated professionals from sales through implementation. We believe in relationships, not transactions. 

Remember: you’re building a business to last and thrive, you deserve a partner that’s on your side.  

As both a healthtech company and a healthcare provider ourselves (we're the native EHR platform for Carbon Health), we understand the importance of choosing the right technology partner. We evaluate potential vendors using these same criteria because we know firsthand how technology choices impact patient care and practice efficiency.

Whether you’re just getting started or considering a switch, the criteria above can help you make an informed decision.

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