- 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.