Page 199 - Receptionist

19118 – Yearly Wellness Forms (with Express Services)

Result Statement: To simplify client service and improve patient care by presenting an
accurate, simple, and custom group of recommendations for optimal
wellness of each pet.

Primary Responsible Position: Express TA

How to Prepare Forms:

1. Look at the AVImark schedule and white board for the next two
days. Determine patients that are checking in and those that are
checking out (Boarding, Grooming and Drop-off Schedules)
2. Open individual client/patient record in AVImark and create a
treatment plan for the services they need. (Refer to treatment plan
making procedure)
3. Print treatment plan and appropriate boarding forms, labels, collar,
and boarding med sheet.
4. Add Yearly Wellness forms:
a. Choose either a “Yearly Wellness-Feline” or a “Yearly
Wellness-Canine” form (from “Forms – Misc” in the
procedures manual).
5. Go to patient’s account in AVImark
6. Write in the Patient’s Name, the Owner’s Last Name, and the date
they are coming in at the top of the form.
7. Highlight the patient’s age range and any vaccinations or tests that
are past due, are upcoming in the next two months.
a. If no services are due and patient is up to date, write
“Currently up to date until ____” (include the date when
their next services are due so owner is aware).
8. Starred/asterisked items are REQUIRED for any pet to be in our
hospital for any length of time. (Boarding/Grooming/Drop-Off
Services). ALL other items are not required, but are
RECCOMMENDED by our veterinarian’s.
9. Once the Yearly Wellness Form has been completed, call EACH
client of the list you made to schedule a drop off or pick up during
the express service block-off times. (Please refer to the Express
Check-in and Express Check-out Procedure for the available express
hours and for more information regarding this service when offering
it. (i.e., inform client it will help them avoid lines and long wait
times.)

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