A Pre-Conversion Checklist for Pharmacies

Switching pharmacy management systems takes time, regardless of the provider you choose. However, with a little bit of planning, it doesn’t have to be a headache for your pharmacy. To ensure a smooth transition, it’s important to spend some time thinking about what you’re hoping to get from a new system. Be sure to consider both your current operations and your future needs as well. This way, you can identify the functionality you want ahead of time. Otherwise, you may wind up letting a vendor tell you what you “need”. To help get you started, we’ve put together a pre-conversion checklist with things to consider before switching pharmacy software providers.

Assess Your Store.

Before you demo any software, it’s important to have a clear picture of the current state of your pharmacy. To do this, review your store’s performance metrics, including your:

• Average prescription volume.

• Total sales, including OTC items.

• Services, including vaccines, deliveries, and remote payment options.

• Operational needs, from inventory management and reporting to the vendors you use.

• Patient mix, including any long-term care facilities you support and any languages that are prevalent in your community that may

  require translation services.

Once you’ve assessed your pharmacy’s current needs, be sure to think about what services you may add or areas you plan to expand in the future as well. This way, you can ensure your new software will be able to meet your needs for years to come. Read more >