Page 65 - Receptionist

10. If their pet has been staying with us for any reason this is the time
you page overhead to have their belongings/instructions, then their
pet brought to reception….NOT BEFORE!
11. Ask the client if they need help out to their car.

How to Enter Prepayment: All pet’s records in AVImark must accurately reflect what a patient got,
on the day they got it. So if a client wants to pre-pay for a medication
or service we put the CREDIT on their account. We do NOT enter the
charge as if they already got it. Doing would be against regulations.

1. Create a Treatment Plan
2. Go into Accounting
3. Right click “New”
4. Enter payment and process
5. Do not post the treatment plan or payment until time of
treatment.
Drill for “Check-Out for Clients” (open book if needed):

1. What are the three things you are getting during all check-outs?
2. Explain in your own words what you do if client wants to pre-pay for a service or med? If we did
not have something in stock today, but they wanted to pay for it today?
3. Role play with your trainer acting as the client.
a. Have a piece of paper and a Viva-Pak with you.
b. Practice checking out the client with all of the proper questions/steps.
c. There is no need to practice using AVImark for payment information. This part is
handled in another procedure on credit card processing.
4. Get a pass when both you and your trainer are confident you will follow this on ALL CLIENTS.

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