Training Checklist - Office Assistant

Transcription

1 WEEK ONE Cnsisting f learning the general peratins f the clinic, fcusing primarily n intake & Clinic HQ (CHQ) sftware training. Intake hw-t: Kennel cards: Observe intake f patients, fcusing n the tw cunter rles & the greeter rle Review CHQ Help Center vides (in E-Learning sectin) Enter paperwrk in CHQ Check ut patients in CHQ Day 2: Patient Release: Pst-p Instructins: Observe release f patients, fcusing n the tw cunter rles & the greeter rle Review CHQ Help Center vides (in Checkut sectin) Enter paperwrk in CHQ Check ut patients in CHQ

2 Days 3 & 4: Intake Frms: Paperwrk Flw: Participate in admissin & release f patients, wrking the admin cunter rle & the greeter rle Review CHQ Help Center vides (in Accunting, Reprts, & Settings sectins) Enter paperwrk in CHQ & make changes frm change sheet Check ut patients in CHQ Participate in admissin & release f patients Fcus n CHQ, including hw t enter partners & grants, patient detail changes, managing appintment calendar, & pricing structures

3 WEEK TWO: cntinuing training in intake & CHQ. Days 1, 2, & 3: Participate in intake & release f patients, wrking the admin cunter rle & the greeter rle Run recnciliatin reprt in CHQ & balance cash drawer Enter paperwrk in CHQ & make changes frm change sheet Check ut patients in CHQ Assist in recheck scheduling & paperwrk Day 4: Participate in intake & release f patients Review Handling - Trapped Cats hw-t vide: Fcus n cmmunity cats, including trap lan prgram, cat shelters, & special check-in & release prcedures Participate in intake & release f patients Fcus n CHQ, including micrchips, nline bking, & reprting WEEK THREE: cntinuing intake & CHQ wrk, & training n phnes & appintment scheduling. Scheduling Appintments: Review CHQ Help Center vides (in Appintments sectin) Participate with intake & release f patients, wrking the admin cunter rle & the greeter rle Learn phne system, inc. placing hlds, managing lines & parked calls, paging, & ther features Review prcedures regarding rechecks & medical calls Answer phnes & schedule appintments Days 2, 3, 4, & 5: Participate in intake & release f patients, wrking the admin cunter rle & the greeter rle Run recnciliatin reprt in CHQ & balance cash drawer Enter paperwrk in CHQ & make changes frm change sheet Check ut patients in CHQ Answer phnes & schedule appintments

4 WEEK FOUR Week fur cnsists f learning the basics f medical flw and transprt. At the end f this week, the trainee shuld be ready t take the ffice assistant exam: Day 2: Kennel Cleaning & Disease Preventin: Participate in kennel cleaning & laundry Day 3: Packs Preparatin: Participate in pack preparatin & pack laundry Day 4: Medical Flw: Shadw veterinary assistant thrughut check-in, prep, surgery, & recvery Running Transprt: Ride alng with transprt assistant t cllect patients Assist in unlading vehicle Assist in cleaning vehicle Assist in lading vehicle Ride alng with transprt assistant t return patients Assist in cleaning vehicle Learn abut ur transprt partners hw we schedule, cmmunicatin, & general prcedures

5 WEEK FIVE (as scheduling allws) Week five intrduces ur training prgrams & allws the trainee t shadw administrative training fr ne f ur NSNRT clinics. It als allws time fr a mre cmprehensive lk at the infrmatin & resurces available n ur website. This week shuld be scheduled during the first available NSNRT training week. Day 1, 2, 3, & 4: Review website: Spay/Neuter Clinic Mentrship page: Shadw ffice manager/ffice assistant s training all classes & mdules Review website pages: Clinic Services (n ASPCA.rg): Veterinary Student Externship: Veterinarian Training: S/N Surgical Team Training: Clinic Cnsultatins: Vet Assistant Curse: Meet with training prgram manager fr verview f Veterinary Student Externship Meet with training prgram manager fr verview f Veterinarian Training prgram A quiz that tests emplyees n the cntent f this checklist can als be fund at: