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

Vetcetera: The complex topic of canine fear-related aggression

A guided tour of resources for addressing this popular and complicated subject, featuring advice from Dr. John Ciribassi.

Reality TV and the veterinarian: Discussing mainstream dog training advice with clients

Your clients may be getting behavior advice from cable TV. Get your opinion in the mix.

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.