CSR Job Description: Medical-Record Management Tasks

by bob | Mar 31, 2026 | Customer Service, Policy & Procedure Manual

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...

Appointment Related Procedures: Making Appointments For Office Visits

by bob | Mar 31, 2026 | Customer Service, Policy & Procedure Manual

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...

Appointment Classifications: Sick Animal Appointments

by bob | Mar 31, 2026 | Customer Service, Policy & Procedure Manual

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,...

Recent Posts

  • Employee Charges ProcessingMarch 31, 2026
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  • General InformationMarch 31, 2026
  • Employee Handbook GuidelinesMarch 31, 2026
  • CSR Job Description: Medical-Record Management TasksMarch 31, 2026
  • Appointment Related Procedures: Making Appointments For Office VisitsMarch 31, 2026
  • Appointment Classifications: Sick Animal AppointmentsMarch 31, 2026

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