Activity 7-1


Vendor Evaluation Matrix
Instructions: Score each vendor on a scale from 1 (poor) to 5 (excellent) on each of your prioritized items. Total up your ratings for each vendor to help make your comparisons. Write the names of the vendors you are comparing in the watermark space provided in vendor columns. Use the blank rows at the end of the worksheet to ask your own questions.
Functionality/Usability Priority Vendor
A Vendor
B
Charting
Can the system accommodate (and potentially improve) my workflow?
Can I easily build and/or customize “off-the-shelf” templates?
Does the system offer a variety of data entry options, e.g., dictation, voice recognition, structured notes, etc.?

Prescriptions
Can I complete a prescription within a few clicks?
Can I look up medication information, and is this information valuable?
How extensive (and how sensitive) is the system’s interactions-checking capability, e.g., drug-drug, drug-allergy, drug-food?

Lab and Results Management
Can I complete a lab order within a few clicks?
Can the system send lab orders electronically to laboratories, hospitals, etc. in my local market?
Can I pull up and review lab results within a few clicks?

Decision Support
Does the system utilize clinical information from all parts of the chart to provide decision support?

Disease and Population Management
Assuming good data entry for all patients, can I query the system and identify patients that have a particular condition, are on a certain medication, etc.?

Health Record Management
Can I look up a patient by a number of different criteria, e.g., name, MRN, SSN, etc.?
Does the system provide a summary view of a patient’s health status?

Clinical Tasking and Messaging
Can I access and manage various tasks, e.g., sign progress notes, review labs, etc. within a few clicks?
Can I task or message someone else in the practice and do it with a few clicks?

Financial Considerations
Roughly how much could the system cost my clinic?

TOTAL SCORE