# Veterinary PMS evaluation scorecard

Published by ClinicDay — 6 October 2026

Practice: \***\*\_\_\*\*** Evaluator: \***\*\_\_\*\*** Supplier: \***\*\_\_\*\*** Evaluation date: \***\*\_\_\*\***

Mark each item: demonstrated / needs configuration / unconfirmed / unavailable.
Record evidence and an owner for outstanding questions. Use the same scenarios for every supplier.

| Area             | Scenario                                                         | Result | Evidence | Follow-up owner/date |
| ---------------- | ---------------------------------------------------------------- | ------ | -------- | -------------------- |
| Appointments     | Book a recheck, change clinician, check resources and reschedule |        |          |                      |
| Records          | Find history, record a consultation, sign a note and amend it    |        |          |                      |
| Tasks            | Assign a follow-up, see the owner and close the task             |        |          |                      |
| Finance          | Prepare an invoice, record payment and reconcile the balance     |        |          |                      |
| Stock            | Compare count, unit, location, batch and expiry details          |        |          |                      |
| Reporting        | Explain a report's source, period, filters and exports           |        |          |                      |
| Access           | Demonstrate individual staff and role/practice restrictions      |        |          |                      |
| Migration        | Review representative households, histories and attachments      |        |          |                      |
| Integrations     | Demonstrate the exact required data flow and provider setup      |        |          |                      |
| Support          | Confirm contact, hours, escalation and training arrangements     |        |          |                      |
| Hosting/recovery | Confirm deployment responsibility and tested restore evidence    |        |          |                      |
| Cost/exit        | Confirm recurring, setup, migration, integration and exit costs  |        |          |                      |

Critical requirements: \***\*\_\_\*\***
Unresolved blockers: \***\*\_\_\*\***
Decision owner and next review: \***\*\_\_\*\***

Do not enter live client or clinical records in a supplier evaluation document. This scorecard does not establish a product's availability or certification.

Guide: https://www.clinicday.co.uk/blog/choosing-veterinary-practice-management-software