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Veterinary Receptionist Training Checklist
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Veterinary Receptionist Training Checklist

1
Introduction to the clinic and safety protocols
2
Review clinic management software
3
Training on how to schedule appointments
4
Practice retrieving online medical records
5
Training on how to interact with clients and their pets
6
Role play typical client interactions
7
Introduction to common vet terminology
8
Understanding veterinary services prices
9
Practice taking phone messages and proper notation
10
Training on how to manage difficult clients
11
Understanding pet insurance procedures
12
Practice handling pet emergencies over the phone
13
Learn the procedure for referring clients to specialists
14
Understanding clinic’s marketing and promotion strategies
15
Familiarity with clinic’s products and retail items
16
Practice check-in and check-out procedures
17
Approval: Supervisor review of receptionist customer service skills
18
Understanding the process to order clinic supplies
19
Learn how to manage and organize client files
20
Understanding procedure for end of day report and cash handling