Moving practice management systems affects the whole team. Animana onboarding provides a structured plan for preparing your account, converting available data, training key users and getting ready for go-live, so your practice knows what to expect and your team has time to prepare.
Implementation brings planning, data conversion, training and go-live preparation into one structured process. Your practice knows what needs to happen, who is involved and which decisions are needed before each stage begins.
Key activities, responsibilities, decisions and milestones are brought together in one agreed plan.
Your practice knows who needs to be involved, what information is required and when key decisions need to be made.
Available data assessed, converted and reviewed before the final move.
Role-relevant training for appointments, patient records, invoicing and stock.
Final preparation, conversion and practical support around your launch.
The exact activities depend on your practice, current system and agreed implementation scope. The three phases below show how preparation typically progresses towards go-live.
Onboarding starts by understanding your practice: its structure, workflows, priorities and the way different team members use the current system.
During the first stages, you discuss your current setup, practice structure, important workflows and data requirements. These conversations help shape the implementation plan and identify the decisions your practice needs to make.
Animana is then configured around the agreed setup. This creates the foundation for data conversion, training and go-live.
Checklist:
Data preparation and team preparation happen alongside each other. While key users review the agreed trial conversion, team members can begin learning the Animana workflows relevant to their roles before go-live.
A trial conversion gives key users a chance to review agreed examples and raise questions before the final move. Converted data won’t always look identical to how it appeared in your old system; that’s expected, and the trial conversion catches anything that needs a second look before go-live.
Training focuses on the everyday workflows different team members need, including appointments, patient records, invoicing and stock. Key users can practise common tasks and help colleagues prepare for the change before the live system becomes part of the working day.
Checklist:
At go-live, the agreed final conversion takes place, and the practice begins using its live Animana account. The launch plan sets out when the previous system should stop being updated, what the team needs to do and how questions will be managed around the change.
After go-live, the focus shifts from preparation to confidence. Your team can keep learning, refine workflows, and use the available support resources as experience grows.
Checklist:
Karla Brown, CVLM
Practice Manager at Black Sheep Vets
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Tell us about your current system, practice structure and team. An IDEXX specialist will be in touch to discuss what implementation and onboarding could involve for your practice.
