Revenue software should help a biller work the claim. A polished report is useful, but it does not replace the queue, claim record, and follow-up history used all day.
Ask to see today’s work
Ask the vendor to show the claims that are ready, the claims that are held, and the exact reason each one is waiting.
Ask who owns a stalled claim
You should be able to identify the assigned biller, the last action taken, and the next follow-up date without reading a separate spreadsheet.
Open the source record
Ask the vendor to move from a claim into the chart, coverage, payer notes, documents, and payment history. Watch how many systems and tabs it takes.
Security and governance
Ask how access is controlled, how activity is audited, how data is protected, and how the vendor supports your organization’s own compliance obligations.
Keep the demo honest
Request a walkthrough of the current software using realistic sample records. Ask the vendor to identify anything that depends on a service team, a third party, or future work.