Software Selection

    Home Health Software Demo Scorecard for Agency Owners

    Written for: Owners and administrators sitting through vendor demos.

    Vendor demos are designed to look good. This scorecard keeps you focused on what matters for your agency — bring it to every demo, including ours.

    Score each area 1–5 during the demo

    AreaWhat good looks like
    Point-of-care chartingA nurse completes a realistic visit note on a tablet, online and offline
    QA workflowA chart moves through review with a clear return-to-clinician loop
    OASIS & PDGMCoding checks happen before the claim, not after a denial
    Billing & claimsClaims built from reviewed charts; eligibility verified up front
    ReportingCensus, outcomes, and revenue visible without exporting to spreadsheets
    AI featuresDrafting shown with the clinician review step, not just the magic part
    ImplementationA concrete migration plan with responsibilities on both sides

    Rules for a fair demo

    • Ask for your scenarios, not their script: a recert, a missed visit, a QA return.
    • Have a clinician and a biller in the room, not just executives.
    • Ask what is NOT included in the quoted price.
    • Ask to speak with a reference agency of similar size.

    After the demo

    Score within 24 hours while impressions are fresh. If two vendors tie on the scorecard, decide on implementation plan and support quality — that is where long-term satisfaction actually comes from.

    Next step

    See how DSL handles this on a walkthrough tailored to your agency.