Page 11 - Traditions Policies and Procedures

STEP ONE:
 Ask DVM owner: What would we need to delegate away DVM owner immediately after closing?
Deposits, bookkeeping, staff scheduling, etc. Delegate these over to the existing staff that
seems appropriate.
 Confirm patient records and income taxes and AVIMark all match for last 3 years…and no
surprises.
 Go through inventory and medical choices/protocols for various routine procedures (spay, ear
infection, declaw, parvovirus). If it's low quality it’s fine for now.
 Get a big picture idea from current owner how do thing run (appointment lengths, what support
staff does with the DVM, who fills meds, who runs lab work, in-house labs vs outside, catheters,
anesthesia). A/R accounts? Grooming pay/contract? IT guy? Computers?
 Check building (HVAC), cabinets, equipment, runs, tables, computers (how many? Working?)

STEP TWO:
 Find ED immediately, ideally in-house. Discuss the role, extra duties beyond normal, extra
potential for revenue (5% of GI), and results statement expected.

STEP THREE:
 Find a DVM FT. Gradually work them into production via training by the old owner DVM to
show the new vet the CURRENT way he runs appointment knowing we will likely make some
changes later.

STEP FOUR:
 Transition the new vet from PT to FT so the new vet gets to full time hours and full time
production with 2-3 weeks.

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