Free Practice Acquisition PIMS Checklist

Before you replace the PIMS you inherited, find out what changing it will cost your team.

Audit the system, contracts, data, integrations, workflows, and team readiness before deciding to keep, optimize, or switch.

Preview of the Inherited Practice PIMS Checklist

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You acquired more than software.

The current PIMS contains years of records, contract obligations, integrations, workarounds, and staff habits. A replacement decision made before those dependencies are visible can create more risk than the software problem it was meant to solve.

The system and access you inherited
Data and medical history
Team and workflow continuity
Contracts and total costs
Integrations and hardware
The keep-versus-switch decision

The first decision is not which vendor to choose.

First stabilize the practice, listen to the team, and document what is working, what is fragile, and what is locked into a contract. Only then can you weigh the upside of a new PIMS against the disruption required to get there.

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Guidance with no stake in your answer.

VetSoftwareHub tracks 225+ veterinary solutions across 25+ categories. Adam Wysocki brings 35 years in software and roughly a decade in veterinary technology. We accept no PIMS referral fees, commissions, or affiliate revenue.

Should I change the PIMS in the first 90 days?

Usually not. Stabilize the team, secure the data and credentials, document workflows, and identify contract deadlines before introducing another major change.

What if the inherited PIMS is clearly outdated?

Urgency may be justified, but the data, workflow, integration, and change-readiness audit still determines the safest sequence.

Does an evaluation always end in a switch?

No. Keep, optimize, and switch are all valid outcomes when the evidence supports them.

Want an independent partner to run the evaluation with you?

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