Requirements checklist
What to ask for when choosing software for veterinary clinics.
A checklist built from how veterinary clinics work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- One record per pet
- Appointments across vets
- Prescriptions and treatment notes
- Vaccination and deworming reminders
- Vaccine and medicine stock
- Billing and balances
Roles that need their own access
Who logs in, and what each person may see or change.
- For vets
- For the front desk
- For pharmacy and stock
- For clinic owners
Reports to ask for
Ask to see each one with your own sample data.
- Revenue by service and by vet
- Appointments and no-shows by day
- Vaccinations and deworming due this week and this month
- Stock near expiry and below reorder level
- Outstanding balances by owner
- Which treatments take the longest
Systems it may need to connect to
Note which ones you already run.
- SMS
- Payment gateways
Questions for any vendor
Put these to every supplier you are comparing.
- What does this vet clinic management system keep for each pet?
- Can vaccination and deworming reminders reach pet owners?
- Does a small vet clinic with one vet need this?
- Can we print a rabies or vaccination certificate for an owner?
- Does an e-prescription go out on WhatsApp?
- Does it work on a tablet at the consulting table?
- How does billing work with my accounting software?
- Can our records be moved from cards and Excel?
- Who owns the pet and owner records?
- What does it cost?
- When can the front desk start booking on it?
- What should the clinic have ready?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The history walks in and out with the owner
- Booster doses are missed
- The locum starts from a blank page
- Vials expire in the fridge
Prefer to talk it through? See the veterinary clinics page.