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EHR Vendor Demo Scorecard

A vendor-evaluation checklist for behavioral health EHR demos: a scoring scale, feature and integration checklists, pricing questions, a side-by-side scoring grid, and a structured demo debrief.

Free. Updated August 2026.

Cover of the EHR Vendor Demo Scorecard PDF

What you score

1
Scoring Scale
2
Integration Capabilities
3
Behavioral Health-Specific Features
4
User Experience
5
Vendor Support & Implementation
6
Pricing & Contract Considerations
7
Vendor Scoring Grid
8
Demo Debrief

Who fills it in

The practice owner or operations lead, one printed copy per vendor. Check only what you see working live in the demo, not what a slide promises, then bring the scoring grids together to compare vendors on the same terms.

Before you hand it out

The last page of the PDF is a note to the practice, with a reminder to remove it before the packet is copied or handed out. Review the form with your clinical leadership and counsel first, and adapt anything that does not match how your practice runs.