This episode is essential for veterinary practice managers considering a new practice management information system (PIMS). Heidi Traylor, CVPM, PHR, from Covina Animal Hospital, discusses their journey in selecting and implementing a new PIMS.

Heidi explains that the need for a switch arose when their outdated system couldn't keep pace with their operations. Her team evaluated options using a scorecard to match systems with their requirements.

Involving the frontline team was crucial; their feedback on the current system's strengths and weaknesses ensured the new PIMS met user needs. A "technology team" of staff volunteers tested the finalists, offering valuable insights.

Heidi also shares the challenges faced during staff training, advising patience, using various learning methods, and leveraging vendor support. She emphasizes allowing ample adjustment time before going live.

Produced monthly by VHMA, hosted by Jill Brecklin, CVT, CVPM, these podcasts will expose listeners to new ideas and practical strategies and solutions that managers---relying on their expertise, experience, and creativity--have adopted to move the practice forward.

To listen, visit the VHMA website or wherever you listen to podcasts.

Original Posting

Thursday, July 10, 2025