Client Compliance Prepared by: Suzi Minahan- SWFL Area Manager Prepared for: XYZ Animal Clinic

Client ComplianceClient CompliancePrepared by: Suzi Minahan- SWFL Area Manager

Prepared for: XYZ Animal ClinicPrepared for: XYZ Animal Clinic

a strategic buying alliance • phone: 888-275-6523 • www.psi-inc.net

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What is Client Compliance?What is Client Compliance?

Measuring the Standards of Care for Your Practice

Vaccinations

Heartworm Prevention and Testing

Spaying and Neutering

Nutrition

Wellness Testing

Dentistry

Physical Exams


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Why Measure Compliance?Why Measure Compliance? Identify Areas for Improvement Identify Areas for Improvement

Identify opportunities for GrowthIdentify opportunities for Growth

Identify Areas we do wellIdentify Areas we do well

Comparison of practice to National Comparison of practice to National Benchmarks and adhering to High Standards Benchmarks and adhering to High Standards of Careof Care

Adhering to the Practice’s Business Adhering to the Practice’s Business Objectives Objectives


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Can You Guess What is Next?Can You Guess What is Next?


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How Do We Measure Compliance?How Do We Measure Compliance?

30 active feline charts

30 active canine charts

Determine the clinic’s Protocols (SOC)?

Was therapy or treatment recommended?

Did the client follow the recommendation?


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And Then We Compare!And Then We Compare!

National Benchmarks

Regional Benchmarks

Local Benchmarks (if available)


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How Did We Stack Up?How Did We Stack Up?


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Brandt Veterinary ClinicBrandt Veterinary Clinic

Overall Client Compliance:

This visual indicator suggests your likelihood of practicing effective compliance, after analyzing your general protocols.


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Our Percentages Canine: Feline:

Distemper Combo: 93% 95%

Rabies Vaccine: 97% 95%

Heartworm Testing: 80% 0%

Dental Prophylaxis: 67% 36%

Presanesthesia Profiles: 100% 100%

Senior Screening: 82% 55%

Therapeutic Diets: 50% 71%


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Strengths

Senior Screening Protocol

Vaccine Protocol

Great job on Follow-Up Phone Calls!

YOU HAVE ACHIEVED 100% COMPLIANCE YOU HAVE ACHIEVED 100% COMPLIANCE ON PRE-ANESTHESIA TESTINGON PRE-ANESTHESIA TESTING


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Weaknesses Heartworm testing in CatsHeartworm testing in Cats

Therapeutic DietsTherapeutic Diets

Increase number of times recomendation is Increase number of times recomendation is givengiven

Heartworm Prevention ProtocolHeartworm Prevention Protocol

Dental ProtocolDental Protocol


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Analysis and ObservationsAnalysis and Observations

FelinesFelines 50% of Feline patient base is Senior

Of 30 patients sampled 21 required dental prophy but only 6 were reccomended, there is an opportunity to recommend 286 more procedures

You could recommend 222 more therapeutic diets

There may be lost opportunity due to patient recording

Consistency with recomendations and protocols


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CanineCanine 47% of Charts sampled were senior

93% of senior screening reccomendations were followed

Of 22 Dental Prophys needed (per your protocol) only 16 were recommended

There may be an opportunity 269 more dental procedures

There was 17 opportunities for therapeutic diet recommendations, but only 8 were recommended

Lost opportunities due to lack of patient recording


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Lost Opportunities

Canine: Feline:

$133,000 $90,000

Better Medicine

Lost Revenue

Client Relationships


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Compliance Gaps

Dentistry

Therapeutic Diets

Heartworm Prevention

Heartworm Testing


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Bridging the GapBridging the Gap Better job recording recommendationsBetter job recording recommendations

Nutrition is Key to a Wellness PracticeNutrition is Key to a Wellness Practice

Dental home care in addition to prophy’sDental home care in addition to prophy’s

Reminders for Heartworm PreventionReminders for Heartworm Prevention

Client Relationships-every visit/phone call Client Relationships-every visit/phone call is IMPORTANT!is IMPORTANT!

Thank You!

Documents

Client Compliance Prepared by: Suzi Minahan- SWFL Area Manager Prepared for: XYZ Animal Clinic