Page 40 - Traditions Policies and Procedures

 Get IT quote for any new computers/server & network/phone drops (if needed) Week -1 to 1
 Get quote for Avimark software (if needed) Week 1
 Enroll in Avimark support and updates (if needed) Week 2-3
 Assign appropriate employees with individual alarm code & provide keys Week 2
o Private Key Distribution Form signed
 Create basic weekly stat log and procedure for ED Week 4-6
 Change Locks into three Levels: ED/Master, Dr’s (all but ED office) & Staff Week 1
 Order Wall-Mount Lock Box for Keys Week 4
 Create Amazon.com account Week 3

Div. 4 – Operations
 Create Doctor schedule for first four weeks Week 1
 Create staff schedule for first four weeks Week 1

Div. 5 – Quality Assurance
 Inspect the medical records for completeness Week 1-2
 Inspect the charges and adjust to appropriate levels based on demographics Week 1-2
 Go over current treatment protocols and change them to our standards Week 1-2
 Set up Weekly EDM Phone meeting with DVM(s) Week 3-4

Div. 6 – External Marketing
 Claim all internet business listings – Week 1
o Google, Yelp, YP, etc. and fill in appropriate info, photos, etc
 Start Google Adwords Campaign – Free New Client Exam ($500 budget) Week 1
o Promote free first exams
 Sign up for BestLocalReviews.com (BLR) Week 1
o Link social media sites
o Create “reward” for reviews (free exam for a friend, Free NT, etc)
 Have a logo designed (if needed) Week 1-4
 Contact Viva and order appropriate marketing materials Week 2-3
 Create/edit Facebook page Week 2-3
o Assign page admins
o Schedule at least 3 posts per week
o Have clinic employees “like” page and promote to clients
 Create GeniusVet Website Week 3-4
o Edit for ADA compliance
 Photograph clinic inside and outside for social media and online presence. Week 1

Div. 7 – Leadership & Vision
 Get State Sales Tax Permit 1 week Before
 Open local bank checking account for check and cash deposits Week 1
 Order QB Checks and QB Deposit slips for checking accounts Week 1
 DEA License of Primary Doctor with address of clinic Week 2
 Make new Business Entities 2 Months prior
 Get Insurance coverage ready 2 Months prior

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