Veterinary PMS evaluation scorecard
Give every supplier the same practice scenarios. Record what was demonstrated, what needs configuration and what remains unconfirmed.
| Area | What to check |
|---|---|
| Appointments | Book a recheck, change the clinician and inspect resource availability. |
| Patient records | Find a previous consultation, sign a note and review its correction history. |
| Finance | Prepare an invoice, record a payment and explain the remaining balance. |
| Stock | Compare a counted quantity with the stock record and review expiry information. |
| Migration | Inspect a representative imported household, attachments and future bookings. |
| Support and cost | Get written confirmation of setup, hosting, training, support and exit arrangements. |
Migration inventory and validation worksheet
List what needs to move, who owns each check and what the practice will accept before a changeover. This worksheet does not promise a supported import format.
| Area | What to check |
|---|---|
| Clients and patients | Check identifiers, multi-pet household links and duplicate handling. |
| Clinical records | Compare dates, authors, signed content, corrections and attachments. |
| Diary | Check future appointments, patient links, clinicians, times and timezone. |
| Finance | Reconcile selected open invoices, payments and balances with the source. |
| Stock | Check quantities, units, batches and available expiry information. |
| Changeover | Agree final export, late-entry reconciliation, fallback and sign-off owners. |
Veterinary stock-check worksheet
Use one record per product and location. Record the count before reviewing a discrepancy, then document any authorised adjustment and follow-up.
| Area | What to check |
|---|---|
| Identify | Product, unit, location, batch and expiry where applicable. |
| Count | Recorded quantity, physical quantity, difference and counter. |
| Investigate | Check receipts, supplies, transfers, quarantine and earlier adjustments. |
| Resolve | Record the reason, authorised adjustment, approver and date. |
| Follow up | Assign any reorder, expiry review or unresolved discrepancy to an owner. |
Explore your practice scenarios
Bring your questions to a ClinicDay enquiry. Confirm current product availability, supported migration options and service arrangements directly.