CHAPTER 5

Choosing Practice Management Software (“PMS”)

Integrating practice management software with your bookkeeping package can streamline operations, but it can cause nightmares if both systems are not appropriately maintained.

The issue we often see is that the people inputting data in the PMS are usually different from the people helping with the bookkeeping. This disconnect can lead to incorrect data if any changes are made in the PMS after the transaction has been pushed to the bookkeeping system, as most integrations are one-time, one-way integrations.

Any changes need to be communicated and rectified in a timely manner to ensure accurate figures in both systems.
If you need more confidence about integrating the systems, we can provide simple and efficient alternatives to get accurate data into your bookkeeping system.
Popular options include:

1. Cliniko

Cliniko is a well-known name in the practice management space, holding a significant market share. Its user-friendly interface makes it easy for practitioners to manage bookings, patient records, and payments without a steep learning curve. One of the significant advantages of Cliniko is its integration with Xero, a leading accounting software, making financial management seamless. With a focus on simplicity and functionality, Cliniko is an excellent choice for practices that streamline day-to-day tasks without complexity.

Pros:

  • Most significant market share in the industry
  • Intuitive and easy to use
    Xero integration for smooth financial tracking

2. Nookal

Nookal offers comprehensive features, making it suitable for clinics of various sizes. Beyond the basics like appointment scheduling and patient records, Nookal includes advanced reporting and inventory management tools. Its strong customer support ensures that you can easily navigate the software, and like Cliniko, Nookal integrates with Xero. Additionally, it supports MYOB integration, providing more flexibility in accounting tools.

Pros

  • The rich feature set for more extensive or growing clinics
  • Excellent customer support
  • Integration with Xero and MYOB for versatile financial management

3. Splose

Splose is a newer player but has made waves with its innovative features, particularly in AI. One standout tool is its voice-to-text note writing, which helps practitioners quickly create patient records and notes during consultations. Like its competitors, Splose integrates with Xero and offers robust customer support to ensure smooth transitions and operations.

Pros

  • AI-powered features like voice-to-text note-writing
  • Strong customer support
  • Xero integration for easy accounting

We recommend Cliniko for its user-friendly design and widespread popularity. For practice owners, it’s easier to find staff already familiar with the platform, reducing training time and minimising the chance of errors.