Page 60 - Receptionist

New Client Forms (NCNP):
1. Ensure it’s legible! Ensure all fields are properly filled out!
a. Name
b. Address (apartment #)
c. Telephone #(s),
d. Spouse i.e. primary contact,
e. Email Address
f. How they were referred.
g. Do they have pet insurance?
2. Left click-on that pet’s appointment in the AVImark appointment
calendar.
3. Right click  check-in. Enter the weight in the top left window of
the purple medical condition window.
a. NOTE: You must enter the weight in this window ONLY.
This is the only way it keeps a log of all the different
changes in this pet’s weight.
b. AVImark will ask, “Do you want to update the patient’s
weight?” Click “yes”.
c. AVImark will ask about a whiteboard. Click “No”
4. Enter the appropriate charges or post the estimate as listed in the
“AVImark 101” procedures in the general policies.
5. If no pet insurance: Hand the tri-fold brochure to the client when
they arrive and say, “Here is more information about Pet Insurance.
The doctor will talk to you about this.”
6. Page overhead as listed in “Phone Handling and Taking Messages”.
7. NOTE: Grooming check-in’s have an additional step before paging.
See “Checking Grooming Patients In”
8. All of the above steps should be able to be completed by one
person in less than 4 minutes in over 95% of the time (excluding
time to re-weigh the carrier)

SCANNING NCNP: AFTER checked-in and paged:
1. Scan all NCNP forms and attach it to the new client’s profile in AVImark.
Stamp scan, date and initials on every NCNP form. Place all NCNP form
for the month in the designated binder.
2. Before the end of the month, Ensure all NCNP forms have been
scanned, and initialed by both the receptionist and CC.

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