The steps

  1. Determine your size — under $500K choose ShiftCare or similar SMB tool; over $2M consider Lumary
  2. Identify must-haves: rostering, claims, progress notes, plan-manager integration
  3. Get demos from 3 vendors
  4. Pick the one your team will actually use
  5. Plan a 30-day setup including data migration
  6. Train at least two team members thoroughly
  7. Roll out with a 1-week pilot before full cutover

Common mistakes to avoid

  • Picking enterprise software when you're SMB-size
  • Skipping training to "save time"
  • Migrating data badly and losing history