Client attrition report
A client attrition report will show you how many clients you're losing—and why. You can download it below in Related Links. Here's how to set it up. First, develop a protocol that requires team members to document all instances of clients requesting medical records for any reason. Use a simple form that lists the date, the client name, the reason for the request, and the name of the staff member who handled the request.
After documenting the information, the team member should alert the practice manager, who performs any needed follow-up with the client and classifies the client as inactive when appropriate.
For more ways to strengthen your practice, read my feature "4 staples of a healthy practice" in the June 2009 issue of Veterinary Economics or in the Related Links below.