Finance
If that, then this
Protocol
Specilaty
ER
100

The low end of the estimate range is also this.

What is the estimate deposit?

100

If a client comes in with a pet with active hemorrhaging, then you will...

Call a Level 3.

100

All pets presenting to Care Center as a good sam must be scanned for one of these.

What is a microchip?

100

A surgery patient is arriving for their initial appointment (not a drop off). The specialty team will open this.

What is the visit?

100

What number do you instruct clients to text for ER Express registration?

What is 34947?

200

This is issued if a client or Faithful Companion picks up the pet from cold storage within 5 days.

What is an After Care Hold fee?

200

If a 12 week old puppy presents with with lowered activity level and diarrhea, then you will...

...room the clients in a designated infectious exam room.

200

The limit for clocking in before or after your scheduled shift time.

What is 10 minutes?

200

If a specialty client calls on off-hours, this is placed on their calendar for their next in-office day.

What is a "follow up" reminder?

200

When a patient arrives for their ER visit, the CSR will order this on instinct.

What is Triage Vitals?

300

You should ask about a 10% Military Discount at these times.

What is at registration AND at discharge?

300

If a NEW client calls to make an initial appointment with Cardio and no one is available on ext. 1004, then you will...

confirm with client that you are transferring them to the Referral Coordinator's voicemail box at **343.

300

The number of attendance points applied for 2 consecutive days out due to sickness.

What is 1 point?

300

If a client mistyped their phone number into ER Express but wants to receive text message updates, then the CSR can update for the client on ER Express. (True or False)

False. A client or CSR must re-register with the correct phone number, a comment should be put on the incorrect ER Express registration then moved to "discharged" column.

400

You have a balance due for both locations. You have collected a combined payment in one location. You must do this for both invoices to show a $0 balance.

What is close both invoices and do a balance transfer?

400

If a client says they cannot afford their visit or estimate, then we require the client to...

apply for Care Credit & ScratchPay before considering a payment plan (which MUST be approved by the attending DVM).

400

*Double Jeopardy*

60 seconds

With your group list out all of the forms, SpecVet steps, fees applied by CSR, and Instinct steps needed for an elected euthanasia with prints and a Pines Pet Cemetery pick up.

Euthanasia Form

Hold Form

Hold fee

SpecVet MRN:
"Body Care"
"Euthanasia Notification" - send to rDVM

Instinct:
"order: Aftercare Group"
"Ready to Go"

Pull and Prep Sympathy Card

Complete Body Care slip

400

For Surgery Drop Offs, a client is required to have these 2 things completed before or at the time of drop off.

What is a PayPal deposit and forms/estimate (via docusign or paper)

400

Pet's staying overnight that had owners opt-in for receiving pictures will typically receive pictures during this time frame.

What is 6a-10a?

500
If at EOD you count the drawer and the cash is short, this is how you handle the deposit.

You short the drawer and ensure that the deposit is correct.

500

If we have a an email requesting records from a client's Pet Insurance Company, then we...(4 steps)

Mark the email as Cinci/Dayton, send correlating records through SpecVet, notate within a MRN that records were sent, and file the email in the "Pet Insurance Claims Request" folder.

500

A client choses to transport a stable patient from one Care Center location to the other, the sending CSR must do these things. (3 steps)

1. Close visit

2. Collect balance

3. Alert the Receiving Location

500

If a specialty patient is discharging after the specialty group has left for the day, these are the necessary steps for discharge for a FIN OK invoice.

What is close visit, process payment client as normal. Call Discharge on Vocera. Mark Instinct as "Good to Go".

500

Calling this over Vocera indicates that you have an owner coming in for euthanasia with a pet that is in active distress.

What is Level 3 PINK?