# Veterinary PMS migration inventory and validation

Published by ClinicDay — 6 October 2026

Practice: \***\*\_\_\*\*** Source system: \***\*\_\_\*\*** Destination: \***\*\_\_\*\***
Migration lead: \***\*\_\_\*\*** Proposed changeover: \***\*\_\_\*\***

## Inventory and scope

| Record class                         | Source/export format | Include/archive/exclude | Import owner | Validation owner | Acceptance criteria |
| ------------------------------------ | -------------------- | ----------------------- | ------------ | ---------------- | ------------------- |
| Client/household records             |                      |                         |              |                  |                     |
| Patients and identifiers             |                      |                         |              |                  |                     |
| Clinical histories and amendments    |                      |                         |              |                  |                     |
| Attachments and laboratory originals |                      |                         |              |                  |                     |
| Future appointments and resources    |                      |                         |              |                  |                     |
| Invoices, payments and balances      |                      |                         |              |                  |                     |
| Stock quantities, units and batches  |                      |                         |              |                  |                     |
| Staff access and practice settings   |                      |                         |              |                  |                     |

## Sample validation

Use anonymised references. Compare relationships, dates and content as well as counts.

| Scenario/reference                     | Expected result from source | Destination result | Difference | Owner | Resolution/sign-off |
| -------------------------------------- | --------------------------- | ------------------ | ---------- | ----- | ------------------- |
| Multi-pet household                    |                             |                    |            |       |                     |
| Long clinical history with amendment   |                             |                    |            |       |                     |
| Attachment and laboratory original     |                             |                    |            |       |                     |
| Future appointment and timezone        |                             |                    |            |       |                     |
| Open invoice with partial payment      |                             |                    |            |       |                     |
| Stock product with more than one batch |                             |                    |            |       |                     |

Final export window: \***\*\_\_\*\***
Late-entry reconciliation: \***\*\_\_\*\***
Fallback conditions and responsible supplier: \***\*\_\_\*\***
Staff training/access checks: \***\*\_\_\*\***
Archive access and cost: \***\*\_\_\*\***
Practice sign-off owner/date: \***\*\_\_\*\***

Agree secure transfer and supported formats with suppliers. This worksheet does not promise that ClinicDay imports every source or record class.

Guide: https://www.clinicday.co.uk/blog/veterinary-pms-migration-checklist