Dentist PMS · Free tool

PMS Evaluation Pack

Turn a PMS switch into a phased migration plan before you sign anything.

100% freeNo signupRuns in your browserYour work auto-saves on this device

Interactive tool

The PMS Requirements Builder + Demo Scorecard

Vendor demos are run by the vendor — polished databases, rehearsed flows, your questions “covered later.” This flips it: four steps turn your practice’s real workflows into a weighted requirements document, an identical scripted test plan for every rep, and a scoring matrix you fill in after each demo. Your answers and scores save in this browser, so the decision gets made here across all your demos — not in the best rep’s slide deck.

Practice profile

Who is evaluating: size, current system, and where the practice is headed. This shapes which requirement blocks get generated.

Locations
2+ unlocks the multi-location requirements block and feeds the migration-complexity flag.
Current system & deployment
Branches the entire migration-runway section. “New practice” swaps migration for a setup checklist.
3-year plan
“Add a location” injects scalability requirements; “join or sell” injects data-export and contract-exit requirements.

About this tool

Build a practice-specific PMS evaluation pack: requirements inventory, migration phases, cutover checklist, and the demo scenarios vendors should show you. Free, saves in your browser.

Everything runs in your browser. Your answers are never uploaded unless you explicitly choose to email yourself the result. Figures the tool computes come from the numbers you enter — modeled what-ifs, not promises. See our methodology and privacy principles.

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Related properties may share common ownership. A cross-property link is not an endorsement — see our ownership disclosures.