Evaluating Conflicts Software - Part 6

Today's publication is centered around Intake Forms & Conflicts-centric needs in evaluating conflicts checking software. A conflicts checking software program that takes the time to address our concerns about intake forms and items that make our jobs easier is one worth considering very seriously. A conflicts module out of a practice management suite may have a hard time competing with a stand-alone in this area.

Here are some very specific questions to ask your software vendors:

• Is your intake form online or does it need to be fed manually?
• Can we revise our own intake forms?
• If not, do we need to pay for consulting so you can customize our forms for us?
• Are ethics walls stored?
• Are Conflict of Interest Waiver Letters stored?
• Do you have a thesaurus feature?
• Can we add aliases?
• How many? (you're looking for unlimited)
• Do you have soundex or phonetic search capabilities?
• Is there a field for comments?
• Can we manually select/deselect content before publishing the report?  

Again, these questions are from Sandra Roberts' book "Creating Conflicts of Interest Procedures for Protecting You and Your Firm from Malpractice" (Amazon).


Are there other conflicts-centric needs that aren't addressed on this list?

Cori Blackburn

cori.blackburn@rioncorp.com
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