Page 130 - Receptionist
P. 130
19074 – Organization of Files and Paperwork
Result Statement: To keep a meticulously organized reception area that will save
time for all receptionists while promoting an image of trust and
peace-of-mind for our clients and staff. To also maintain a
system in helping pets get needed treatments that they
otherwise may not have.
Primary Responsible Position: Receptionist
Unaccepted Treatment Plans: For any clients that did NOT accept all recommended
treatments during check-in:
Unaccepted treatment plans will be placed in the bin in the
check-out room. The bin is located on the counter on the far
right side against the wall.
The client coordinator will pick up the treatment plans
throughout the day and call these clients.
o After calling clients on these treatment plans the
client coordinator will place these files in the re-file
bin.
o If the patient is still in the hospital boarding or
grooming, the treatment plan will be placed on the
patient’s clip board in the bin for that area.
Drop-Offs (groom, boarding, vet): After patient checked-in and receptionist has paged for pick-up:
After check-in and paging: “Tech/TA/Kennel
Attendant/bather/Groomer”…”to reception area for a
drop-off.” the patient’s record and treatment plan is placed
in the tray on the counter facing the exam rooms for pick-
up when they get the pet.
The appropriate staff member (tech, TA, kennel attendant,
bather, groomer) with will pick up the treatment plan, greet
the pet and client, then write the treatment on the
appropriate glass board (grooming, bathing, boarding,
treatment, surgery, tech, etc).
The treatment plan will go into the correct bin.
When the treatment is complete, the record is notated, the
item is erased, and the treatment plan will go into the
correct bin.
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