The checklist manifesto: Sample veterinary checklist

The checklist manifesto: Sample veterinary checklist

source-image
Jan 01, 2012

Name: Janet Harris
Pets: Henry, 10-year-old black Lab
Scully, 7-year-old yellow Lab
Alice, 12-year-old Collie

√ Client likes morning appointments between 10 and 11 a.m.
√ Unless it's an emergency, she sees Dr. Katherine.
√ Client needs assistance getting from parking lot to waiting room.
√ Client drives black Lexus SUV.
√ She brings a leash.
√ Client prefers Ted as a technician. If Ted is unavailable, she prefers Mary Beth. Have one of them waiting outside for her.
√ Client prefers to wait in the exam room. If one is not available, set aside a corner of the waiting room for her.
√ Have Ted or Mary Beth stay with the client until the doctor is ready.
√ Ask about her other two pets.
√ Ask her if the dog is staying for the day or overnight.
√ If the dog is staying, give it a complimentary bath.
√ Have Ted or Mary Beth discuss invoice discount with Dr. Katherine.
√ Client's credit card is on file. Do not ask for one.
√ Have the bill ready when Mrs. Harris leaves.
√ Per client, verbal authorization is sufficient. No signature is necessary.
√ Confirm the client's next appointment.
√ Have Ted or Mary Beth escort client and pet to car.
√ Dr. Katherine calls the following morning to check in.

Hot topics on dvm360

Blog: Election results pose obstacles for veterinary prescription law

Flip in U.S. Senate's majority may slow progress of Fairness to Pet Owners Act.

The war between shelters, veterinarians needs to end

Despite practitioners’ legitimate gripes, they’re hurting themselves.

7 steps to a better relationship between veterinarians and rescue groups

A DVM in the city shares his advice to veterinary practices for working with rescues.

Making it work: Cavanaugh Pet Hospital dedicates itself to a positive, productive shelter relationship

Watch "Moustakas" benefit from Cavanaugh Pet Hospital's partnership with Furry Kids Refuge.

Ebola-exposed dog's first test for the virus is negative

Bentley will continue to be treated with an abundance of caution for the remainder of his quarantine, while his owner has been declared 'virus-free.'