Page 5 - Client Coordinator

EVIDENCE OF PROPER CONTROL:

1. Gross income meets or exceeds projections each month
2. Transaction numbers are trending in “normal”
3. Increasing number of Active clients – number of clients who have arrived for
services in the past year
4. Number of promo pieces being sent is steadily increasing weekly
5. Consistent feedback to Director of Admin and Executive Director as listed on
written procedure
6. Call lists are all completed weekly aa in written procedures (Wellness,
Treatment, and Reactivation).
7. Update Stat log weekly Monday by 6 PM with completely accurate stats.
8. METICULOUS organization of all call lists, stats, computer files, promo materials,
client databases, etc.

TACTICAL RESPONSIBILITIES:

1. Client & Finance Coordinator procedures are all followed exactly as outlined in
procedures.
2. Clients are properly and appropriately reminded to get their pets’ services on
time.
3. Clients are readily accepting doctor recommendations because we have
effective and helpful financial arrangements.
4. Any required judgments needing to be made on payment plans, call lists,
quota’s, etc. are all ran through the office manager (or director of
administration) IN WRITING before decisions are made.

STANDARDS:

Position Specific:

1. Clients are PLEASED that we contacted them an PLEASED that we offer multiple
options to make the financial part of caring for their pet easier.

Organization-Wide:

2. All work will be performed in accordance with Hospital Policies.
3. All work will be performed according to the General Hospital Procedures.
4. Supervisor will be notified of any issues to be resolved or deadlines that cannot
be met well in advance of the due date.

TWO RULES: Non-negotiable and Consistent
1. More happy clients. More pet visits. (expanding transaction numbers)
2. More Compliant Clients (expanding average client transaction)

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