Client Handouts

Will that new piece of equipment pull its weight in your practice?

Will that new piece of equipment pull its weight in your practice?

Give clients the lowdown on when and why their pets need blood work.

Sell clients on bloodwork for young and old pets.

An estimated 45 percent of all U.S. pets are obese, according to the Association for Pet Obesity Prevention. Teach your clients about their pets' ideal weight with this obesity handout.

Download these tools highlighted in the November/December Firstline supplement to improve client compliance in your practice.

Use this form to document verbal warnings when you're disciplining employees.

Avoid miscommunication and use this referral form to help improve patient care.

Position descriptions help you maintain your focus during the search for employees, communicate the responsibilities of the position to potential candidates, structure the orientation and training process, and assist in employee evaluations.

Obesity is a growing problem in pets. Use educational handouts like this one to help your clients better understand obesity, the associated health risks, and what they can do.

Written training guidelines define the path your employees will take. Use these guidelines to develop yours.

Remind clients that parasite control keeps pets-and people-healthy. Then use handouts like this one as a follow-up to your exam room message.

Use this budgeting tool to capture your revenue, expenses, and amount available for compensation and reinvestment.

Educate clients about the benefits of senior care by putting together a protocol and sending a consistent message. Handouts such as this one can help you deliver your message.

Customize this sample Word document to terminate a doctor-client relationship politely and professionally.

Promoting dental health starts with your team. So develop a team approach to educating clients?and use tools such as this dental prophy admitting form to help you deliver great care.

Use an after-surgery care form like this one to educate clients, bond them to your practice, and advertise your compassion and care.

Use this sample collection letter as a starting point as you work to control accounts receivable.

A form to help you determine the costs of employment, such as health insurance, continuing education, dues, license, retirement programs, and payroll taxes.

Use this sample veterinarian evaluation form as a launching pad for written employee performance reviews or as a self-evaluation tool.

Use this sample to develop your own written warning notice.

Use this sample as a starting point to develop your own survey.

A compensation statement outlines all the benefits of working for the practice.

An evaluation form helps you pinpoint a team member's strengths and weaknesses so you can agree on a plan for professional development.

Use this form to get meaningful feedback when team members leave your practice.

Preanesthetic testing helps protect your patients' health--and decreases your practice's liability. Use this form to help educate clients.

Use this form to record your findings when you review medical records for missed charges.

A mystery shopper form to get critical feedback (PDF).

This goal planning form helps you think through the steps you'll take to achieve your objective and spot potential obstacles. (PDF)

Exit interviews are your best tool for learning why employees leave and how you might encourage them to stay. Use this form to gather this precious feedback from departing team members. (PDF)