Top Questions to Ask Every EHR Vendor at ASCRS 2026
Walking ASCRS 2026? Know exactly what to ask every EHR vendor before you commit. A practical evaluation guide for ophthalmologists and practice administrators from Optivate.
Top Questions to Ask Every EHR Vendor at ASCRS 2026
ASCRS brings together more cataract and refractive surgeons in one place than any other event of the year. It also brings EHR vendors, health technology companies, and practice management platforms all competing for your attention. Before you spend time at any booth, arm yourself with questions that separate real capability from polished marketing.
Why EHR Evaluation at ASCRS Requires a Framework
The American Society of Cataract and Refractive Surgery Annual Meeting is one of the most important conferences in ophthalmology. It draws not only the specialty’s leading clinical innovators but also the full technology ecosystem that serves eye care practices. EHR vendors invest significantly in their ASCRS presence, and their booth experiences are designed to impress.
That investment is not a problem. The problem is when a compelling demonstration obscures the questions that actually determine whether a platform will serve your practice well after implementation. Booth demos are controlled environments. Your clinical day is not.
After the conference closes, see what your peers prioritized at ASCRS 2026 for a clear picture of where the specialty is heading.
This guide gives you the questions that cut through the noise, organized by evaluation category, so every conversation at ASCRS 2026 produces information you can actually use.
Category 1: Specialty Focus and Platform Architecture
The most fundamental question in ophthalmology EHR evaluation is whether the platform was built for your specialty or adapted to serve it. This distinction determines the quality of every feature that follows.
Questions to Ask
- How many specialties does your platform currently serve? A platform serving 1 specialty directs 100% of its development resources at ophthalmology. A platform serving 10 or 20 specialties divides its roadmap accordingly. This is not a hypothetical concern. It determines which features get built, how quickly, and with how much clinical depth.
- Was this platform designed from the ground up for ophthalmology, or adapted from a general EHR? Request documentation on the platform’s history. Systems that began as general ambulatory EHRs and added ophthalmology modules operate differently at the architecture level than those built exclusively for eye care.
- Can you show me the subspecialty charting environment for a glaucoma follow-up, a retina injection visit, and a cataract pre-operative exam without switching to different templates? A specialty-native platform handles these encounter types natively. A general system requires configuration or module switching.
- What percentage of your customer base is ophthalmology practices? This reveals how central ophthalmology is to the business, not just the product.
Category 2: AI Capabilities and What Is Real
AI is the centerpiece conversation at ASCRS 2026. Every major EHR vendor will have an AI narrative. Your job is to determine which capabilities are production-ready and which are roadmap promises.
For deeper context on evaluating AI claims, read the complete guide to AI in ophthalmology EHR before you walk the floor.
Questions to Ask
- What is the specific AI technology underlying this feature? Natural language processing, machine learning, and large language model capabilities are distinct. Ask vendors to specify the technology rather than using the general term AI.
- What was the AI trained on? An AI documentation tool trained on general medical encounters will perform differently in an ophthalmic subspecialty visit than one trained specifically on ophthalmology clinical language. Ask for the training data composition.
- Can you demonstrate AI documentation in a subspecialty encounter type from my practice? Request a live demo in a retina injection note, a glaucoma management visit, or a cataract pre-op. Performance in these encounters is the relevant test.
- Which AI features are live and in production today, and which are on the roadmap? Distinguish current capability from future plans. Roadmap features should not factor into your current evaluation.
- For diagnostic AI features, do they carry FDA clearance? For which indications? Regulatory status for diagnostic AI is a non-negotiable due diligence item.
- What is the average note completion time reduction your customers report with AI documentation assistance? Ask for documented outcomes from existing customers, not vendor benchmarks.
Category 3: Diagnostic Device Integration
Ophthalmology is one of the most device-intensive specialties in medicine. The daily clinical workflow depends on data from OCT systems, fundus cameras, visual field analyzers, topographers, biometers, and other diagnostic instruments. How a platform handles this data is a primary differentiator.
Questions to Ask
- Does the platform natively integrate with the specific devices my practice uses? Provide your actual device list. Ask the vendor to confirm native DICOM integration for each device, not just general DICOM support.
- Is device data import automatic or does it require manual steps? Manual import adds staff time per encounter. Ask for a live demonstration of automatic device data flow into the clinical record.
- How does the system handle cross-visit imaging comparison? Glaucoma and retina practices require longitudinal image comparison as part of clinical decision-making. Ask how prior imaging is accessed within the current encounter chart.
- When a new diagnostic device reaches the market, what is your process and timeline for integration? A specialty-focused platform prioritizes ophthalmic device integration. A general platform may deprioritize it in favor of other specialty needs.
Category 4: Revenue Cycle Management and Coding Support
Ophthalmology billing is among the most complex in medicine. Medical visit codes, surgical CPT codes, optical sales, ancillary services, and bilateral modifier requirements create a coding environment where errors are frequent and costly. Ask vendors how their platform addresses ophthalmology-specific RCM.
Questions to Ask
- Is RCM integrated natively within the EHR, or does it require a third-party billing partner? Integrated RCM means ophthalmology-specific coding logic is embedded in the documentation workflow. Third-party billing requires data export and re-entry.
- Does your coding engine understand ophthalmology-specific CPT codes and modifiers? Request a demonstration of the coding support for a combined medical visit and surgical procedure encounter, including bilateral modifier handling.
- What is the average clean claim rate for your ophthalmology customers? This is a trackable metric. Request data from comparable practices.
- How does your platform support optical revenue billing alongside medical and surgical billing? Optical POS integration in a single system eliminates re-entry and reconciliation burden.
Category 5: MIPS and Quality Reporting
MIPS participation affects reimbursement for most ophthalmology practices. How an EHR handles quality reporting determines whether MIPS participation adds workflow burden or is seamlessly embedded in the clinical encounter.
Questions to Ask
- Are ophthalmology-specific MIPS measures available natively within the clinical workflow? Measures for glaucoma care, diabetic retinopathy, and cataract outcomes should appear during the clinical encounter, not require a separate reporting process.
- Does the system generate real-time alerts when a quality measure is not being met? Prospective alerts during the encounter are more useful than retrospective reports after the fact.
- How does the platform handle MIPS data submission to CMS? Ask whether submission is direct or through a third-party registry, and what the associated costs are.
Category 6: Implementation, Support, and Long-Term Partnership
The evaluation period at a conference is brief. The implementation and support experience spans years. Ask questions that reveal what the relationship looks like after the contract is signed.
Questions to Ask
- What does your implementation timeline look like for a practice of my size and subspecialty mix? Ask for actual timelines from comparable implementations, not best-case projections.
- Is your support team trained specifically in ophthalmology, or does it cover multiple specialties? Support quality for ophthalmic coding and clinical questions is directly related to whether the support team’s expertise is specialty-specific.
- What is your current customer satisfaction rating and where can I find independent data? KLAS Research publishes objective vendor performance data for ophthalmology EHR platforms. Ask vendors to reference their KLAS scores directly.
- What does your customer retention rate look like over the past three years? Retention is the most honest signal of platform satisfaction. High retention in a specialty with switching costs reflects genuine value delivery.
- What is on your product roadmap specifically for ophthalmology over the next 12 months? Ask for specifics. Generic answers about innovation investment do not reveal what improvements are actually coming or on what timeline.
Category 7: Data Security, Compliance, and Interoperability
Healthcare data security and interoperability requirements are regulatory obligations, not optional features. Verify compliance capabilities directly rather than assuming them.
Questions to Ask
- Is the platform HIPAA-compliant and what are the specifics of your Business Associate Agreement? Every EHR vendor should provide a clear BAA. Ask about breach notification procedures and data encryption standards.
- Does the platform support HL7 FHIR interoperability? Federal interoperability requirements mandate FHIR support. Ask which version and which use cases are currently supported.
- How does the platform handle data migration from my current EHR? Data migration quality and the vendor’s track record with migration from your specific current platform is critical evaluation data.
The right EHR vendor will welcome these questions. A vendor that becomes defensive, deflects with marketing language, or cannot demonstrate live in your subspecialty encounter types is telling you something important about what the post-sale experience will look like.
Bring Optivate’s evaluation framework to ASCRS 2026. Download the Optivate at ASCRS 2026 one-pager before you arrive and walk every booth with confidence.
What to Do with Your Notes After the Show
A conference evaluation only delivers value if the information collected is organized and acted on. After ASCRS 2026, structure your notes by vendor across each category in this guide. Compare responses across vendors on the same questions to identify meaningful differences rather than surface-level claims.
Request follow-up demonstrations specifically in your subspecialty encounter types, not a general platform overview. Ask vendors to connect you with reference customers in your practice size and specialty mix. The practices using these platforms every day have information that no booth demonstration can provide.
Frequently Asked Questions: EHR Evaluation at ASCRS 2026
1. What should I prioritize when evaluating an EHR at ASCRS 2026?
Prioritize specialty focus, AI documentation capabilities, diagnostic device integration, and coding support for ophthalmology-specific billing. These four categories have the greatest direct impact on daily clinical workflow and practice finances.
2. How many specialties should an ophthalmology EHR serve?
Ideally, one. A platform built exclusively for ophthalmology directs 100% of its development resources at eye care workflows. Platforms serving multiple specialties divide their roadmap, which affects the depth and speed of ophthalmology-specific feature development.
3. How do I evaluate AI claims from EHR vendors at a conference?
Ask for the specific technology (NLP, machine learning, LLM), the training data composition, a live demonstration in your subspecialty encounter types, and documented performance outcomes from current customers. Distinguish live features from roadmap plans.
4. What questions should I ask about MIPS reporting?
Ask whether ophthalmology-specific measures are available natively in the clinical workflow, whether the system generates real-time alerts for unmet measures, and how data submission to CMS is handled. Embedded MIPS support eliminates manual tracking overhead.
5. Should practice administrators attend EHR evaluations at ASCRS?
Yes. Practice administrators and office managers evaluate different dimensions of the platform than clinicians. Workflow efficiency, staff training burden, implementation timeline, and RCM performance are best evaluated by someone managing these functions daily.
6. How do I compare EHR vendors fairly after ASCRS?
Structure your notes by evaluation category and compare vendor responses on the same questions. Request subspecialty-specific follow-up demonstrations. Reference objective data from KLAS Research and connect with peer practices using each platform.
7. What is the most important question to ask an EHR vendor at ASCRS?
Ask how many specialties the platform serves and what percentage of development resources are directed at ophthalmology. This single question reveals more about long-term platform quality for your practice than any feature-specific question.
8. How does AI in EHR affect ophthalmology practice revenue?
AI coding support reduces claim denial rates by catching documentation gaps before submission. AI documentation assistance reduces after-hours note completion time, which has indirect revenue implications for provider capacity. AI predictive analytics can identify scheduling gaps and patient retention risks.
9. What should I ask about EHR support quality for ophthalmology?
Ask whether support staff are trained specifically in ophthalmology or cover multiple specialties. Request average resolution time data for ophthalmology-specific coding and clinical questions. Ask whether escalation to an ophthalmology specialist is required for common issues or whether all support staff can resolve them directly.
10. Is Optivate at ASCRS 2026?
Yes. Optivate will be at ASCRS 2026. The platform is built exclusively for ophthalmology, serving over a decade of eye care practices with seven integrated solutions and zero compromises for other specialties. Visit the Optivate booth at ASCRS 2026 to see AI built specifically for ophthalmic subspecialty workflows.