Page 95 - Client Coordinator

3044 - Surgeries by Mobile Surgeon

When clients need a surgery from a mobile surgeon:
1. The DOCTOR first discusses the expected list of services that will be included with the surgery with the
client WITHOUT listing the price. The best way to do this is to hand write what things we will be doing
(anesthesia, bloodwork, pain meds, recovery, etc).
2. The DOCTOR assures the client fully understands AND AGREES on what we will need to do for their pet
BEFORE the client is turned over to the technician, tech assistant or client coordinator.
3. The DOCTOR adds a follow-up in AVImark of WHO is being delegated and responsible that the following
steps are followed.
4. The TECHNICIAN, TA or CLIENT COORDINATOR then generates and prints a treatment plan of expected
services. Remember we have pre-packaged estimates in AVImark that can be used. They are all listed
under “Turner - ………”
5. The TECHNICIAN, TA or CLIENT COORDINATOR then shows this printed treatment plan to the doctor for
approval BEFORE presenting it to the client.
6. After approved by the doctor the TECHNICIAN, TA or CLIENT COORDINATOR presents the treatment plan
with prices to the client. Inform the client that is an ESTIMATED cost. It could be a little higher or lower
depending on what Dr. Davidson’s current fees are. The overall cost should not vary by more than
10%.
7. Once the CLIENT APPROVES the treatment plan by signing the TECHNICIAN, TA, RECEPTIONIST or CLIENT
COORDINATOR will work on scheduling:
a. Ask the client if there are any days that would NOT work for them.
b. Call Dr. Davidson 213-479-2716 (or other doctor) to get two things:
i. The date and time he can do it.
ii. His cost.
c. You may have had to leave a message at this point. If so:
i. Add a follow-up to the patient’s record of your message left for Dr. Turner.
ii. Add another follow-up due in 1 day that reads, “Schedule Dr. Turner Surgery”. You
should add more notes that reads we need to “double check that the Dr. Turner has
called back, surgery is scheduled, and client has been contacted.
d. Change the treatment plan to assure the client cost of the surgery itself is 10% MORE than the
surgeon’s fee.
e. Schedule as listed in the “Scheduling Surgery” procedure (client drop off time, etc).

** Note: In AVImark Dr. Davidson’s surgery itself is entered under “Charisse Davidson, DVM”. All other
treatment and items will go under the doctor of record (our doctor).

This is a reference procedure only. There is no drill/quiz.

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