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VetchVetch
Migration playbook

White-glove migration. Under thirty days.

We move charts, financials, schedules, recall queues, comms history, and active integrations off your current PMS — and stay on your direct line through your first month live. No leap of faith, no double-entry, no “trust the migration partner.”

Talk to migration See Vetch on a real Tuesday
23–30 days
Average days from kickoff to live cutover
< 4 hours
Real cutover window, end-of-day Friday
6 months
Legacy PMS stays read-only at no cost
0
Charts, charges, or schedules lost in migration
The four phases

Discovery → cutover, in under 30 days.

01Day 0–3

Discovery

We sit on a call with the people who actually run your day. Front desk, lead vet, practice manager. We map the workflows, the source PMS, the integrations, the deal-breakers — before we touch a database.

  • Read-only data export from your current PMS
  • Stakeholder interviews · vet, tech, front desk, manager
  • Custom protocol + template inventory (SOAPs, fee schedule, recall rules)
  • Migration plan delivered as a one-page doc you can share
02Week 1–2

Import & structure

We bring your data into a private Vetch tenant. Charts, financials, schedules, recall queues, comms history, custom protocols — every record carries its provenance back to the source.

  • Patient + client records with linked households
  • Visit history with original PDFs preserved alongside structured fields
  • Open AR, payment plans, and gift card balances
  • Active integrations re-pointed (IDEXX, Antech, Cubex, Stripe, Twilio, calendars)
03Week 2–3

Validate side-by-side

Old PMS and Vetch run in parallel. Your team sees both. We diff every record class — patients, balances, schedule, drug log — and resolve any drift before cutover. No leap of faith.

  • Reconciliation report — every patient, every dollar
  • Daily diff against the legacy system for two weeks
  • Resident / attending sign-off training (specialty)
  • Live dry-run on a single Friday before the real cutover
04Cutover + 30 days

Go live · we stay close

Cutover happens at end-of-day on a chosen Friday. Old PMS becomes read-only for six months. Practice success is on your direct line — not a ticket queue — for the first 30 days.

  • Real cutover in under 4 hours; rollback rehearsed
  • Old PMS read-only for 6 months at no cost
  • Daily standup with practice success for week one
  • Weekly check-in for the rest of the first month
What comes with you

Every record class, with provenance.

Charts

Patient + visit history

SOAPs, lab results, imaging, vaccines, weights, and the original PDFs alongside structured fields. Linked households, multi-pet families, and any custom flags carry over.

Financials

AR, plans, gift cards

Open invoices with original aging buckets, active payment plans, gift card balances, and provider production splits — every dollar reconciled before cutover.

Schedule

Booked + recall

Future appointments, blocked time, recurring blocks, recall queues with their cadence, and the no-show history that informs Vetch prediction on day one.

Comms

Threads + preferences

SMS, email, and voicemail history threaded to the patient. Per-client channel preferences and consent records preserved — no surprise opt-outs.

Templates

Your protocols

SOAP templates, fee schedule, standing orders, consent forms, and recall rules. Vetch matches them exactly on day one; you simplify on your timeline.

Integrations

Active connections

IDEXX, Antech, Cubex, Stripe, Twilio, Google/Apple/Outlook calendars — re-pointed during import, validated in parallel, live on cutover day.

Source systems we move from

We’ve moved practices off all of these.

Provet Cloud
3 weeks

Cloud-to-cloud — fastest UK migration path. Native API.

RoboVet
4–5 weeks

On-prem export coordinated with your IT or ours.

ezyVet
3–4 weeks

Native API used. Two-way sync supported during validate.

IDEXX Animana
4 weeks

Continuity with IDEXX UK lab integration on day one.

RxWorks
6–8 weeks

Specialty / referral. Resident sign-off chains preserved.

Vetwise
4–6 weeks

On-prem export. Common in mixed-animal UK practices.

Teleos
5–7 weeks

Specialty referral workflows preserved.

Other / paper
Custom

Hand-keyed + OCR'd historicals. We've done shoebox migrations.

Don’t see yours? Tell us what you run — we’ve done one-off migrations from spreadsheet-and-paper.

The safety rails

Reversible until you say so.

Migration is the moment a clinic is most exposed. Vetch treats it that way. Every phase is auditable, every change is reversible, and you sign off on every reconciliation before cutover. We have rehearsed the rollback on every migration; we have not had to use it.

  • Daily diff against the legacy system through the validate phase
  • Rollback rehearsed before cutover; legacy PMS read-only for 6 months
  • Reconciliation report — every patient, every dollar — before sign-off
  • Practice success on direct line, not a ticket queue, for the first 30 days
  • Zero data loss SLA — we make you whole if anything is missing
What we put in writing
Legacy PMS kept read-only6 months
Reconciliation sign-offBefore cutover
Data-loss SLAMade whole
Practice-success direct lineFirst 30 days
RollbackRehearsed every time

What practices ask first

No. Every patient record, visit, lab, charge, and message comes over with its provenance back to the source. Original PDFs and faxed records are preserved alongside the structured data. The legacy PMS stays read-only for six months at no cost so you can always cross-reference.

Tell us what you run.

Fifteen minutes on a call with practice success. We'll map every record class, every integration, every deal-breaker — and quote you a date range in writing.

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