Page 110 - Client Coordinator

3048 - Wellness and Treatment Call Lists

CALLS TO BE MADE:

RESULT STATEMENT: We hope to make an appointment for the pet and keep them healthy and
prevent unforeseen illness that does not present symptoms. All of our clients are contacted
appropriately and HAPPY that we called them and helped their pet get care.

A. WELLNESS/TREATMENT CALLS: The purpose of wellness/treatment calls is to caringly and
respectfully remind our clients that their pet is due for well care or treatment. Call only those
clients whose pets are overdue for well care or treatment by 2 weeks or more. As a result of these
calls,
1. Procedure: Generate a reminder list from AVImark (see letter b for instructions). Place calls to
these clients every 2 weeks for a maximum of 4 times, (this should be an estimated 10 week
period). If no appointment has been made after calls the client will move into our wellness
LETTERS PROCEDURE (3015 _____). Judgment will be made on each client based on their
specific preferences. For example: They may never want us to call. Some may want us to call
every day for a week.
2. To generate a FOUR WELLNESS/TREATMENT CALL LISTS EVERY WEEK (2 weeks overdue, 4, 6,
and 8. from AVImark:
a. Log into AVImark
b. At the top click on Work With and then click Reminders.
c. The Reminder Screen will appear.
d. Check Preview on the Print line.
e. Set the Starting Date under the REMINDER ANALYSIS section to the appropriate date
based on the Reminder Date Range Reference. The beginning date should be the first
day of the month before. Example: Today’s date is 07/15, the beginning date should be
set as 06/01.
f. Leave the FOR ___ DAYS, as 7. Count on a calendar to get the exact days right.
 2 week overdue list (exact dates on the search (14-21 days prior to today)
 4 week overdue list (28-35 days prior to today)
 6 weeks overdue list (42-49 days prior today)
 8 weeks overdue list (56-63 days prior to today)
 Note: This method creates of everyone to be called this week. It keeps you
from having to cross people out that were already called last week.
g. Unclick “Patients not getting cards” – Explanation: Doing it this keeps clients that are
inactive, moved, sold their pet, etc OFF of the call lists.
h. Go to the middle section of the page unclick “Second” and “Third” reminders.
i. Go back to “First” reminder and adjust the “TO DATE” to 2 weeks prior to today’s date.
Example: If today’s date is 07/02 The “First” reminder should read 06/01 to 07/01.
j. Go to the “Remind For” section and EXCLUDE the following:
 ALL Heartworm prevention
st
 Bordetella, 1 (12-14 weeks)
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