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Correspondence/ Client Appreciation Office Management

Correspondence/ Client Appreciation Office Management

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Page 1: Correspondence/ Client Appreciation Office Management

Correspondence/ Client Appreciation

Office Management

Page 2: Correspondence/ Client Appreciation Office Management

Introduction

Corresponding via the client in the form of letters may be necessary for a variety of reasons.

Style and type of correspondence is dependent on the situation that is being addressed.

Page 3: Correspondence/ Client Appreciation Office Management

Welcome Letters/ Welcome Kits

Use this opportunity to develop a rapport with the client.

Address any commonly asked questions. Include any additional information that may have not

been addressed at the appointment. “Kits” are something to give client. They sometimes

will see that they are getting something back from visit. Often this will initiate a return visit.

Page 4: Correspondence/ Client Appreciation Office Management

Informational Letters

May be used to inform clients about special promotions or changes in clinic policy.

Good idea if a drastic change is occurring at clinic to help keep from later incidents.

May also be used to inform clients of diagnostic procedure results.

Page 5: Correspondence/ Client Appreciation Office Management

Hiring Letters

Letters of Intent or Offer letters are often used when hiring new employees. Outlines offers and what is expected by prospective employee as well as what employer is offering to employee.

Also may use letters to inform applicants that their application is no longer being considered or that job position has been filled.

Page 6: Correspondence/ Client Appreciation Office Management

Collection Letters

Used to try to obtain payment for debt. Should outline expectations of payment,

forms of payment expected and deadline for payment.

Need to follow through with any threats of more action.

Page 7: Correspondence/ Client Appreciation Office Management

Firing A Client Letter

Veterinarians have right to refuse service to anyone, but must inform client of intent and provide a reasonable time period for client to get treatment elsewhere.

Can not stop treatment once it is initiated until another veterinarian can assume treatment.

Should clearly state that services will no longer be provided and provide information needed for transfer.

Page 8: Correspondence/ Client Appreciation Office Management

Referral/ Transfer Letters

Often used to send a patient or client to a specialist or to another veterinarian.

Should contain pertinent information regarding patient file.

Generally, records are attached to these letters.

Page 9: Correspondence/ Client Appreciation Office Management

Reminder Cards

Very important to keeping pets healthy through routine appointment.

Can be very generic, so strive to personalize in some way.

Make sure that outlines what is due and when an appointment can be made.

Page 10: Correspondence/ Client Appreciation Office Management

Sympathy cards

Very delicate issue. Client is grieving so should be sensitive to

how client is feeling. Hand signed cards are generally most

sincere. Some may include poems or contacts for

grief counseling.

Page 11: Correspondence/ Client Appreciation Office Management

Newsletters

Usually sent on a regular basis. Used to communicate with clients and

develop a sense of belonging to the clinic. Should send as often as deem effective. Avoid sending during holiday times Avoid sending during summer vacation

months as well.

Page 12: Correspondence/ Client Appreciation Office Management

Questionnaires

Help to provide feedback on services that are offered and performed.

May want to offer incentives for receiving surveys.

Make sure that state that answers are kept confidential.

Page 13: Correspondence/ Client Appreciation Office Management

Thank you Notes

Used to thank clients for referrals, gifts, etc. Should be personal and hand written. May include an incentive to return for care. Should avoid sounding too generic.

Page 14: Correspondence/ Client Appreciation Office Management

Client appreciation

Connect with clients through eye contact and smiling. Refreshments may be a great way to create a rapport with

clients. Make a donation in name of deceased pet. Reward the client for desired behaviors. Rewards can be large

or small. Honor the client through drawings or raffles, etc. Express to the client your appreciation through letters, cards or

notes. Recognize client through birthday cards, pet profiles, etc.