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Course Overview

1. Scheduling notes and required approvals

2. Confirmation calls and client instructions

Section 1: Scheduling Notes and Required Approvals

Recording Scheduling Notes

Documenting Approvals and Initials

Flagging Special Handling Needs

Client-Owned Scheduling

Section 2: Confirmation Calls and Client Instructions

Reviewing Screening Details

Confirming Records and Rabies Proof

Giving NPO and Drop-Off Instructions

Confirmation Call Scenario

Quiz

Quiz: Recording Scheduling Notes

Quiz: Documenting Approvals and Initials

Quiz: Flagging Special Handling Needs

Quiz: Confirming Records and Rabies Proof

Quiz: Giving NPO and Drop-Off Instructions

Survey/Feedback

End of Course Survey

Welcome to the "Fundamentals of SN Appointment Booking Navigation and Terminology" course. Are you a veterinary customer service representative (CSR) or clinic staff member looking to master the intricacies of spay and neuter (SN) appointment scheduling.

Welcome to the "Fundamentals of SN Appointment Booking Navigation and Terminology" course! Are you a veterinary customer service representative (CSR) or clinic staff member looking to master the intricacies of spay and neuter (SN) appointment scheduling? This comprehensive online course is designed to equip you with the essential skills needed to navigate the appointment booking interface with confidence and precision.

Scheduling spay and neuter surgeries requires meticulous attention to detail, from recording accurate patient information to ensuring all medical approvals are in place. In this course, you will dive deep into the foundational concepts and terminology used in SN scheduling. You will learn how to properly document crucial details such as patient type, breed, weight, and clinical notes, while also mastering the process of flagging special handling needs like brachycephalic breeds, hernias, and TNR (Trap-Neuter-Return) cases.

Beyond just booking the appointment, effective communication with clients is paramount. We will guide you through the standard processes for completing confirmation calls, verifying Rabies proof, and providing clear, accurate instructions for NPO (nothing by mouth) and drop-off times. Through interactive modules, real-world scenarios, and targeted quizzes, you will build the competence to handle client-owned, shelter, and rescue animal bookings seamlessly. Enroll today to streamline your clinic's scheduling workflow, enhance client communication, and become an invaluable asset to your veterinary team!

Fundamentals of SN Appointment Booking Navigation and Terminology

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            <p>Mastering the appointment booking process is a critical first step for any Customer Service Representative in a veterinary setting. This course, Fundamentals of SN Appointment Booking Navigation and Terminology, is designed to build your confidence in handling spay and neuter (SN) appointments from start to finish. You will learn the essential terminology and navigation skills required to accurately record patient details, secure necessary approvals, and identify special handling needs such as brachycephalic breeds, hernias, or TNR (Trap-Neuter-Return) cases. By understanding these foundational concepts, you ensure that the medical team has the accurate information they need and that the clinic's daily surgical schedule runs smoothly.</p>

<p>As you progress through the modules, you will explore two main areas of the booking workflow. First, we will dive into the specifics of scheduling notes, where you will discover how to document clinical details, flag special requirements, and differentiate between client-owned and shelter animals. Next, the focus will shift to client communication, guiding you through the standard process for confirmation calls. You will learn how to verify medical records and Rabies proof, communicate vital NPO (nothing by mouth) and drop-off instructions, and navigate the interface to re-screen cases. Through practical scenarios and knowledge-check quizzes, you will develop the exact skills needed to confidently finalize appointments and provide excellent, clear guidance to every client.</p>
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