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Veterinarian with Dog

Receptionists
(*be patient w/ videos loading)

Time Off Requests and Paid Time Off Requests

  • Time Off Requests (not paid)

    • Employees:

      • Print and fill out the "Time Off Request" document.

        • Give this document to your manager

        • Managers: keep these requests in a binder.​​ These do not need sent to me or uploaded to the spreadsheet.

  • Time Off Requests (not paid)

    • Managers:

      • Print and fill out the "Time Off Request" document.

        • Send this document to Joey and let him know if you'll need his help with coverage. These do not need to be uploaded to the spreadsheet.

  • Time Off Requests (not paid)

    • Doctors:

      • Print and fill out the "Time Off Request" document.

        • Send this document to Joey or email him the dates you need off so he can adjust the Avimark and doctor schedules. These do not need to be uploaded to the spreadsheet.

Dropbox - Uploading Eye Sheets

Accessing a Patient File

Adding Notes to Medical History

Checking Out a Client

Printing a Referral Report for the Client

Faxing Referral Report to rDVM

Confirming Appointments

Entering New Client (Green Sheet) Information

Entering Treatment and Product Codes

Scheduling Dropoff Appointments

Scheduling Surgeries

Cataract/Lensectomy Surgeries need 3 Appointments

  1. Initial Exam & Consultation
    *Don't schedule the next two until after the initial exam.​

  2. PreOp Dropoff Appointment

  3. Surgery

Eye Sheets - Scanning and Attaching to Patient Chart

Antech - Downloading Results and Attaching to Patient's Chart

Saving Cards on File (Clover)

Changing Client's Information or Card Saved on File in Clover

Payments with Cards Saved on File

Care Credit Information

Appointment Request from rDVM (Jotform)

Rapport Messaging

Creating Surgical Estimates

Emailing Estimates for Electronic Signature

How to Order from Wedgewood and Stokes 

What to do when a Pet Passes Away

Retina Scheduling Information

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