Vets in yellow scrubs

Change is an inevitable part of growth and progress. As veterinary professionals, adapting to new technologies is crucial for delivering optimal patient care as well as achieving long-term business success.

At the same time, change can be difficult. The decision to transition to a new practice management software can be daunting - especially for members of the team who have been using the same system for years and may be accustomed to a certain way of doing things.

In this guide, we'll explore practical strategies to effectively lead your team through this transition.

Communicate your plans

A successful transition begins with effective communication.

Don’t just announce the change; engage staff in a conversation about it. As with any organizational change, it’s important to articulate why the change is happening and how it will positively affect the team in the long-term.

Start with the big-picture narrative. Talk through the reasons for the change, the major challenges with your current system, and the benefits of the new software. Clearly explain how the new software will improve efficiency and patient care, and most importantly, how it will make life easier for staff.

While highlighting the advantages of the software is key to getting buy-in, it’s also important to be realistic. Acknowledge that, yes, you probably will run into some challenges while everyone gets up to speed with the new system. Even in the early stages, you’ll probably have a pretty good idea of what’s going to cause the most friction, so get those pain points out in the open. Setting expectations at the start helps reduce frustration that may arise from unexpected hurdles further down the track.

Keep the lines of communication open throughout the process and encourage the team to ask questions and express their concerns. When team members feel well-informed and supported, it makes it easier for the entire practice to navigate changes successfully.

Set aside time for training

To maximize your chances of a smooth transition, your team will need to know their way around the core features of the software before it’s deployed.

Good practice management software providers should provide comprehensive training resources to help you and your team get up to speed on the software. Schedule staff time to absorb the training materials and urge them to take part in any interactive sessions that the software company offers. Consider hosting your own internal Q&A sessions to further upskill your team on the features and processes that are most important to your practice. 

Actively engaging in the onboarding process helps boost confidence among team members - both in the software’s capabilities and their own technical skills - and reduces resistance stemming from fear of the unknown.

Engaged teams are more likely to invest time and effort into making a new system successful. When team members are well-informed and actively engaged in the transition process, they tend to contribute positively, share insights, and actively participate in training and implementation.

Get in front of problems

There’s a good chance that your team will have some strong opinions about the transition. Listen to them. Some of it might be harsh or even unfounded, but emotional responses to change are just as valid (and perhaps even more important to deal with) as the more technical concerns.

So, rather than shutting down criticism of your new software, give employees an outlet. Be empathetic. Provide clear feedback channels (a simple shared whiteboard for staff to write questions on works wonders!), and acknowledge concerns and frustrations openly. Use the feedback to make necessary adjustments, improve the training program, and address any challenges that arise during the implementation process.

Maintaining open dialogue helps foster understanding right from the start and encourages your team to build toward a shared vision for the future.

Celebrate success

Change isn’t easy, so take the time to celebrate the small victories and successes during the transition. Acknowledge the efforts of the team and highlight positive outcomes resulting from the new software. Keep a stockpile of little incentives and rewards within arm’s reach, and dish them out liberally in the lead-up to go-live day to celebrate the progress of your team.

Identify and empower individuals who are supportive of the change. These “champions” are usually individuals who have a positive attitude and are open to learning and adapting to the new practice management system. They’re your go-getters - tech-savvy early adopters who are interested in taking on additional responsibilities related to the transition.

There are also ways to inject some fun into the experience. For example, bingo cards featuring different achievements (e.g., “Made my first appointment,” “Survived the first day,” or “Forgot my password”) with prizes for completing a line can be an easy way to drive engagement.

Provide access to post-implementation support

By the time your go-live day rolls around, your team should have a pretty good grasp of the software features they use to perform their core job function.

But there’s a lot to learn beyond the basics. Mastering the minutiae of the software, the niche functions, the lesser-used settings, the deep customization options - that takes time.

Reassure your team that they do not need to know all the ins and outs of the software on day one. Learning is a process, and any software company worth its salt should provide you with comprehensive post-implementation support to help you resolve any queries you might have in the days and weeks ahead.

Support channels might include phone, email, chat, video guides, or self-service documentation. Ensure that your team knows where these support resources are located and when to access them.


Steering your team through the transition to new practice management software requires a strategic and people-centric approach. By prioritizing open communication, encouraging engagement in training programs, and celebrating success milestones, you can pave the way for a smoother journey for both your people and your business.

Remember that a successful transition involves not just the technical aspects but also the human side of change. By taking a thoughtful and supportive approach, you can help your veterinary team adapt to the new practice management software with confidence.

Ready to take the next step? Book a demo and find out what ezyVet could do for your practice!