Page 42 - Receptionist

19012.2 – Appointment Prepping; Board, Groom, Drop-Off

Results Statement: To save time for both receptionists and clients by printing the required
forms for each type of services at one time (Boarding, grooming and
drop-off services).

Primary Responsible Positions: Receptionists, Check-Out Receptionists

When: Daily by 2 PM for tomorrow’s boarders, grooms, and drop-offs

How:
1. Log into AVImark
2. Pull up calendar b clicking on “calendar” icon or F9 to bring up the
calendar
3. Choose the day you want
4. Click on Print tab at top of screen
5. Choose print appointments
6. Drop down on Facility and choose which area you want to print
documents
7. Ensure “Include Block offs” is checked
8. Double click on “Document Name” to open the folder:
9. Select on Legacy Vet Documents
10. Choose which document needed (grooming forms, boarding forms,
medical release form)
11. Then choose print
12. This will now print all the forms for the assigned area on the
calendar. Sort out the paperwork for each client/patient and paper
clip together. Do this for each assigned area
13. See creating Txt Plan procedures on how to make
14. Once treatment plans and documents are printed. Go to each
appointment to time stamp and notate “est and docs printed”

Drill/Quiz for “Appointment Prepping; Board, Groom, and Drop-Off”:
1. Why do we have this procedure? How does it help you?
2. Who is responsible for completing this task? When?
3. Demonstrate the procedure for your trainer printing documents for one of tomorrow’s
actual appointments for boarding, grooming or drop-off.

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