Page 13 - Traditions Policies and Procedures

7. Data backed-up nightly
8. Written Plan for complete data loss

FINANCE:
1. Weekly Stat Log
2. CPA in place
3. Taxes current and optimized
4. KFI’s/Cash-Bills
5. Bank Accounts: Small Bucket Approach, Online Access, Transactions by phone

FACILITIES:
1. Locks and Keys: None missing, Re-key fee in placed with signed agreements
2. Alarm System: Separate codes for each, not known by others
3. Utilities: Controlled, Efficient
4. HVAC/Roof/Windows: Lifespan remaining
5. Décor: Lifespan remaining
6. Expansion Costs: At what income level do we need remodeling/expansion? Cost?
7. Medical Equipment: All functioning with efficiency with intended use.

DIV. 4 - MEDICAL OPERATIONS
1. Patient Records: Complete, accurate, Readily available to all at any time?
2. Client Service and Satisfaction:
a. Internet Reviews
b. Surveys of Database: Demandforce?

DIV. 5 – QUALITY ASSURANCE
1. Quality Medicine: DVM judgment and recommendations above average for area.
2. Client complaints: Procedure for handling
3. Dev-T: Where do they primarily come from? Who is non-compliant? Why? False reports?
4. Success rates on various services and patient conditions.
5. Phone calls recorded (even if randomly): veterinarians.com

DIV. 6 - EXTERNAL MARKETING:
1. Budget > 1% of GI, up to 7%
2. Website:
a. Mobile Friendly
b. Availability to book online
c. Videos – at least one on homepage
3. Social Media:
a. Posts at least three times weekly by DPC.
i. >75% informational and behind-the-scenes
ii. <25% promo posts
iii. Responses
b. ED monitoring the frequency and quality of posts
4. Internet Reviews:
a. Monitor and responding to all reviews
b. Reviewing competitors’ internet reviews: What to avoid? What to improve on?
5. Marketing Reaches Log:

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