Successful PIMS Selection and Implementation

About this episode

Heidi Traylor discusses the process of selecting and implementing a new practice management software system at Covina Animal Hospital.

Today's episode is a must-listen for any veterinary practice manager considering a transition to a new practice management software system. Joining the podcast to help us take this on is Heidi Traylor from Covina Animal Hospital . Heidi is a seasoned CVPM and PHR and talks all about her practice's journey in selecting and implementing a new PIMS. Heidi shares the pivotal moment that pushed her team to finally make the switch - when their aging, on-premise system could no longer keep up with their changing needs and the speed of their operations. Heidi and her leadership team evaluated their options, creating a scorecard to assess each system's capabilities against their requirements. Heidi stresses the critical role of her frontline team in the selection process. By taking their feedback on what they loved and hated about the current system, Heidi was able to ensure the new PIMS would truly meet the needs of the users, and she didn't stop there either; she empowered a "technology team" of staff volunteers to test-drive the finalists, providing invaluable hands-on feedback! Of course, no software transition is without its challenges, and Heidi openly reflects on the struggles that…

People in this episode

Host: Veterinary Hospital Managers Association

Guest: Heidi Traylor

Topics covered

• practice management software
• PIMS selection
• staff training
• technology implementation
• veterinary management

Keywords

• PIMS
• software transition
• veterinary practice
• staff feedback
• technology team

Mentioned in this episode

Organizations: Covina Animal Hospital

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