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  • Employee Charges Processing

    A supervisor can enter charges for an employee, but do not post them until management completes the tax handling.

    • Enter the charges.
    • Remember if you are doing vaccines put in the vaccine as normal but change the QTY to 0 (this will update the due date). Then enter the inventory item for the vaccine.
    • If you are doing injections, they do not go under injection – you just enter the inventory item
    • Syringes and needles should be charged out
    • Notify Bob that the charges are entered, scan and send him the appropriate pages from the chart.
    • Wait for management to review the entries, complete the tax handling, and then the manager will post the charges.

    Source: June 26, 2024 reminders.

    • Created as a standalone post from June 26, 2024 reminder item 7.
  • Chain of command refresher

    If you need to ask someone about leaving early or coming in late ask your supervisor.  For example, Chris needs to leave between 2 and 3pm on Thursday.  She looks at the schedule and the senior CC on that day is Cecelia.  She would ask Cecelia.  Cecelia would send me a text or email letting me know for documentation purposes.  If Kay needs to leave and she is up front, Kay should ask Barb as that is the front supervisor.  If Barb approves it she will send me an email or text for documentation purposes.

    The chain of command goes as follows:

    • Dr. Love
    • Bob
    • Cheryl, Assistant Clinic Manager
    • Patrick, Assistant Clinic Manager
    • Barb (CSR side – Head CSR), Chris (medical side – Head Tech)
    • Cecelia – Floor Supervisor
    • Brianna – Floor Supervisor

    Source: WordPress export (2023-07-06).

  • General Information

    The general category is meant for all employees.  They are general items that most businesses have and are mostly not specific to the veterinarian field.

    Company Structure

    Unless directed by a member of management all questions dealing with anything other than patient care should be directed to the Manager on Duty that is defined below.  Although Dr. Love is in the clinic, she is usually focused on being a veterinarian and the Management Team’s job is to relieve her of non-medical burdens.  However, care questions need to first be addressed to the doctors and then the Manager on Duty if a doctor is not readily available.

    All Associate Veterinarians are considered to be members of management and unless otherwise specified have all the rights and privileges with that title.

    Employees are ALWAYS welcome and encouraged to report, to the Clinic Manager (via email using manager@morainegrove.com), any problems that may arise with the Associate Veterinarians will be reviewed with the Hospital Administrator.

    The Hospital Administrator is ultimately the final say in any matter related to MGVC; however, will likely not get involved in matters handled by middle management.  Most serious issues are discussed in detail with the Administrator prior to any actions being taken.  However, if there is an issue with the Clinic Manager please always speak to the Hospital Administrator.

    Manager on Duty

    Manager on duty is the following in order:

    • Head Tech or Head CSR
    • Floor Supervisor
    • Assistant Manager
    • Robert Ramsey – Clinic Manager
    • Love – Hospital Administrator
    • Associate Veterinarian on Duty
    • Richard Franke

    You must always talk to the top-most person if they are in the clinic or reachable by phone, if not you may continue down the list until you can reach someone.

    Chain of Command

    • Hospital Administrator
    • Clinic Manager
    • Assistant Clinic Managers
    • Floor Supervisors
    • Associate Veterinarian(s)
    • Richard Franke

    Scope of practice

    Certain members of management can approve certain long term medications under a protocol outlined by the Administrator.  Beyond that medication dosages, medication instructions, patient care instructions, etc. are all considered medical questions and can be directed to the appropriate veterinarian.  You are always welcome to come to the Clinic Manager with any question and if it is not within his scope, he will direct you to the appropriate person.

    Questions on payments, charges, or anything to do with money, employees, scheduling both for clients and for staff, benefits, payroll, reimbursements, or any other question not dealing directly with medical care should be directed to the Manager on Duty.

    Core Values

    • COMPASSION
    • PROFESSIONALISM
    • RESPECT
    • TRUST

    Communications

    Standard communication is done one of 5 ways normally

    • Via email
    • White boards located throughout the clinic
    • Staff notes on Avimark
    • Charts
    • Physical notes in employee mail boxes

    Management reserves the right to demand any employee put any communication in writing before addressing any issue.  Management will advise the employee to provide standard pen and paper or email at the manager’s discretion.

    The purpose of the “in writing” policy is to ensure that all the facts are accurately reported.  It is vital that you not leave your email program on any “common” computer (sign out of email when done) or share your email password with anyone.  You understand that any email that comes from your account will be an official email from you.  By sending the email, the account owner is effectively signing the email.  You also understand that all information sent to or given to management is accurate, truthful and honest.  If you do not have FIRST HAND knowledge of something, you WILL ensure that is accurately portrayed in any communication with management.

    Company Focus

    Our company focus to provide excellent medically necessary care to our patient and give our clients the best customer service experience possible.

    Mission Statement

    To be a thriving, well-respected and trusted veterinary practice by providing excellent general health care for dogs and cats, as well as outstanding customer service to their owners.

    Morale

    MGVC understands that there are 2 major assets for a business that cannot be insured or purchased.  These 2 assets are what makes the difference between a business and a thriving business.  They are the clinic’s clients and the clinic’s staff.  We want our employees to be happy and management always has an open ear to suggestions on things that can be done more efficiently or effectively.

    Our goal is to have happy clients as well as a happy staff.

    “We all have to work but we don’t have to hate it.”

    Mandatory Mediation

    As a condition of your employment with MGVC, you agree to mediate any dispute you have with MGVC before filing suit in court or filing a complaint with the Pennsylvania Human Relations Commission.

    “Mediation” is a flexible, non-binding, confidential process in which a neutral person (the mediator), selected by the parties, facilitates settlement negotiations.  The mediator improves communication across party lines, helps parties articulate their interests and understand those of their opponent, probes the strengths and weaknesses of each party’s legal positions, identifies areas of agreement and helps generate options for a mutually agreeable resolution to the dispute.  The mediator generally does not give an overall evaluation of the case.  A hallmark of mediation is its capacity to expand traditional settlement discussion and broaden resolution options, often be exploring litigant needs and interests that may be formally independent of the legal issues in controversy.

    Either you or MGVC may invoke the mediation process described in this Handbook by requesting mediation in writing at any time.

    Unless otherwise agreed, one-half the cost of mediator’s services shall be borne by the employee and one-half by MGVC.

    Promptly after being chosen to mediate a case, the mediator shall, after consulting with all parties, fix the date and place of the mediation.  The mediation shall be held within 60 days of the request for mediation.

    You and a representative of MGVC will attend the mediation.  You may also bring family members, a personal friend or legal counsel with you.  This is because the principal value of mediation includes affording us opportunities to state directly to one another our positions and interests, and to hear, first hand, the other’s version of the matters in dispute.

    The mediation shall be informal and will employ a facilitative method.  Mediators shall have discretion to structure the mediation so as to maximize the benefits of the process.

    The mediator may hold separate, private caucuses with each side or each lawyer or, if the parties agree, with the parties only.  The mediator may not disclose communications made during such a caucus to another party or counsel without the consent of the party who made the communication.

    By accepting employment with and remaining employed by MGVC, you are providing a covenant not to sue MGVC based on a condition subsequent.  In other words, you agree not to sue MGVC for any reason without first having requested and participated in mediation.

    You also agree not to sue MGVC for any reason if you fail to respond or cooperate with our request for mediation.


    Source: WordPress export (2018-09-15).

  • Employee Handbook Guidelines

    Adherence

    Any policy or procedure may be modified for special circumstances and on an individual basis by management where allowed by law.  No policy or procedure can be construed to apply to every employee the same, circumstances arise from time to time that may need some flexibility in the rules and management, at its discretion, may grant that flexibility.

    Employment Contract

    No policy or provision in this handbook is intended to create a contract binding the employee or employer to an agreement of employment for a specific period of time.  Employment can be terminated by either the employee or employer at any time, for any reason, with or without notice.  No representative or agent of the employer, other than the President of the corporation, can authorize or sign an employment agreement contrary to the above terms or otherwise mange any binding offer of employment for a specific term.  The nature, terms or conditions of employment cannot be changed by any oral representation, custom, habit or practice.

    Verbal policy or procedure

    Employee handbooks, Policy and Procedure manuals or Standard Operation Procedures cannot cover or foresee every circumstance.  If a problem occurs that there is any question on please see the manager on duty for clarification at the time and then request, via email using manager@morainegrove.com, that a policy or procedure be developed for this scenario.  We depend on our employees for feedback so we know when we need to address a topic that may have only been addressed verbally in the past.


    Source: WordPress export (2018-09-15).

  • CSR Job Description: Medical-Record Management Tasks

    Daily Medical-Record Preparation Tasks

    Pull charts for tomorrow’s clients or schedule add-ins.

    Upon the client’s arrival, mark the patient’s medical record with the date and a brief synopsis of the reasons for the visit.

    Check for and enter phone, address, and email updates in clients’ records.

    Check for and enter medical updates (spay/neuter status, immunization status, microchip number) in patients’ medical records.

    For patients that are being admitted, attach cage label and completed client-consent or other forms to the medical record.

    Medical-Record Filing Tasks

    Understand the medical-record filing system.

    Know all possible locations for storage of records of hospitalized patients.

    Properly use bins or slots assigned to doctors, staff, pharmacy, lab, and callbacks.

    Accurately file all paper medical records.

    Scan all written medical records when requested.

    Check for misfiled records and file them properly.

    Understand the definition of an “inactive” client or patient record. Every 36 months, remove or “purge” records of patients who meet the inactive status. Store these records digitally as directed.

    Retain a list of inactive clients, and know where inactive files are stored.

    General Medical-Record Tasks

    Ensure that medical charts or records to be filed are complete and that they include current laboratory test results, doctors’ notes, and forms. Ensure that records have been updated to reflect financial transactions, medications and products dispensed, weights, immunizations, and diagnoses.

    Understand and properly use special record notations, including male, female, aggressive, caution, no credit/charging, and inactive.

    Transfer patient records upon written request of clients and approval of attending doctors or the practice owner.

    Learn, understand and use the clinic’s approved abbreviation list.

    Update — June 26, 2024

    • When pet-insurance records are requested, send SOAP notes (paper chart) to the insurance company.
    • Do not write anything in the chart that should not be seen by the client or outside parties.
    • Have another person review the chart before sending to confirm that no inappropriate non-medical notes are included.
    • Document where the records were sent, how they were sent, and the date and time sent.
    • Have both reviewers initial the chart entry.
    • Add a quick Avimark note so staff can verify the records were sent without pulling the paper chart. Use the line item called “Medical Records – Sent”

    Source: 2016 manual.

    • Merged pet-insurance/SOAP-note handling update from June 26, 2024 reminders.
  • Appointment Related Procedures: Making Appointments For Office Visits

    • If Existing Client
      • Pull record up in Avimark
      • If more than 1 client with the same last name ask them for their first name or first name of spouse.
      • OR ask to verify address shown in Avimark window for selecting client
      • Read any notes or alerts
      • Check to see what Vx if any are needed so you have an idea
      • Check to see if fecal has been done in the last 12 months
      • Educate client about the Intestinal Parasite Screening and the benefits
      • Is patient on HW medication?
      • Have we done a HWT in last 24 months?
      • Has the patient been to see any other vets since their last visit here for emergent care?
      • If so find out where and when so we can get records.
      • Does the client wish to see a specific doctor?
      • Try not to solidly book clients waiting to see one particular DVM.
      • VERIFY phone number with the client do not rely on caller-id
    • If New Client
      • Get client’s name, phone number, name of pet being seen and species of pet
      • Have the new client fill out the online new client form found on our website on the top green bar. It is the first link and it is in white
      • Wait until the deposit and the NCF is filled out and then call the client back to arrange the appointment
      • Example confirmation: Ok just to confirm we have you set up on Wednesday August 28th at 2:10pm with Dr. Skultety for Fluffy who is coming in for her annual.

    Do not give medical advice over the phone without first checking with a DVM. YOU COULD BE SUED!!

    Update — June 26, 2024

    • Get the deposit and completed new-client form before giving a new client an appointment date and time.
    • If a client arrives without a deposit, do not collect one at check-in unless the account is marked pre-pay. But this should never happen because you should be waiting on the deposit and NCF before ever booking. The rare instance that a non-client just walks in.
    • Pre-pay accounts must pre-pay the exam at booking. After the exam, create an estimate, review it with the client, and charge the approved amount before any additional services are provided.
    • If not all approved services are performed, edit the charge or refund the unused amount to the card.
    • If an account should be marked pre-pay, contact Barb, a supervisor, or management to place an alert.
    • Use the new pet form for new pets. The practice website redirects new-pet appointment requests to the form, and an OTTO message can also send clients the link.

    Source: 2016 manual.

    • Merged new-client deposit, pre-pay, and new-pet-form updates from June 26, 2024 reminders.
  • Appointment Classifications: Sick Animal Appointments

    ALWAYS ASK THE FOLLOWING

    • Is pet eating and drinking? Normal, less, more, none
    • If anything other than normal how long, anything happen that owner can think of before it started
    • Is the pet urinating? Normal, less, more, none
    • If anything other than normal how long, anything happen that owner can think of before it started
    • Is the pet at normal activity level? Lethargic, Hyper, Down and out
    • If anything other than normal how long, anything happen that owner can think of before it started
    • Is the pet having any difficulty breathing? Yes No
    • If ‘yes’ how long, anything happen that owner can think of before it started
    • Did the pet ingest anything strange or unusual? Yes No
    • If ‘yes’ what and when?

    Update — June 26, 2024

    • Sick pets should be seen within two days.
    • Urgent pets should be seen the same day.
    • If staff cannot fit a patient into those time frames, escalate to a supervisor, management, or Dr. Love.
    • If there is any question whether a case is urgent, escalate to those same decision makers. If Dr. Love is actively seeing appointments, go directly to her for the decision.

    Source: 2016 manual.

    • Merged sick-pet scheduling update from June 26, 2024 reminders.