Blackwell's Five-Minute Veterinary Practice Management Consult 4th Edition

Cover
Table of Contents
Title Page
Copyright Page
Dedication Page
Editor‐in‐Chief
List of Contributors
Preface
About the Companion Website
Section 1: Marketplace
1.01. Models of Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.02. Challenges to the Profession
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
1.03. Trends in Companion Animal Veterinary Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.04. Veterinary Trade Areas
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.05. Relationship‐Centered Veterinary Medicine
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.06. Today’s Pet Owner
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.07. Today’s Veterinarian
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.08. Today’s Veterinary Students
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.09. Internships and Residencies
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.10. Veterinary Teams
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.11. Veterinary Nurses/Technicians
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.12. Veterinary Technicians/Nurses and Their Role in Practice Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.13. Practice Management Support Professionals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.14. Creating an Advisory Board
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.15. Stakeholder and Strategic Partners
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.16. Generational Differences
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.17. Gender Diversity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
1.18. Personality Profiling
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.19. Importance of the Human–Animal Bond
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.20. Corporate Veterinary Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.21. Not‐For‐Profit Veterinary Hospitals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.22. Specialty and Emergency Centers
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.23. Hospice and Palliative Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.24. House‐Call and Mobile Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.25. Equine Practice Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.26. Food Animal Practice Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
1.27. Mixed Animal Practice Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 2: Administrative Management
2.01. Workplace Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.02. Managing People
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.03. Finding the Right Fit
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.04. Negotiating 101
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.05. Emotional Intelligence
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.06. Differing Perspectives of Practice Teammates
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.07. Working in Teams
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.08. Team Dynamics
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.09. Appropriate Team Utilization
BASICS
ISSUES AND OPTIONS
MISCELLANEOUS
References
Recommended Resources
2.10. Functioning as a Healthcare Team
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
2.11. Motivating the Healthcare Team
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.12. Organizational Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.13. Team Trust is Imperative
BASICS
ISSUES AND OPTIONS
EXAMPLES
MISCELLANEOUS
References
Recommended Reading
2.14. Creation and Retention of a Diverse Team
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.15. Creating a Culture of Inclusion and Belonging
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.16. Accountability
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.17. Change Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.18. Changing Organizational Culture
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.19. Leading Change
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
2.20. Leadership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.21. Cultivating Veterinary Nurse/Technician Leaders
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.22. Leadership Fatigue
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.23. Making Meetings Work
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.24. Office Politics
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.25. Implementation: Getting it Done
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.26. Getting Everything Done
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.27. Staff Performance Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.28. Staffing Budgets
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.29. Staff Scheduling Options
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.30. Enhancing Team Productivity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.31. Enhancing Doctor Productivity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.32. Enhancing Nurse/Technician Productivity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.33. Enhancing Customer Service Representative Productivity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.34. When to Hire Another Doctor
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.35. When to Hire an Office Manager/Administrator
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.36. Appropriate Handling of Medical Errors
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.37. Practice Insurance Needs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
2.38. Not‐For‐Profit Foundations
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 3: Human Resources
3.01. Human Resource Management to Advance Practice Goals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
3.02. Compensation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.03. Benefits
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.04. Wage and Benefit Summaries: The Whole Package
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.05. Employee Benefits Programs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.06. Employee Bonus Criteria
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.07. Employee Discounts
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.08. Perks with Purpose: Employee Discounts
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.09. Continuing Education Benefits
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.10. Employee‐Related Costs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.11. Screening Potential Hires
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.12. Effective Staff Recruitment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
References
Recommended Resources
3.13. Recruiting Top Talent
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.14. Retaining Top Talent
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.15. Using Video in Veterinary Recruiting
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.16. Staff Turnover and Retention
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Reference
Recommended Resources
3.17. Developing, Hiring, and Retaining Good Team Members
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.18. Developing, Hiring, and Retaining Veterinary Nurses/Technicians
BASICS
ISSUES AND OPTIONS
EXAMPLES
CONCLUSION
MISCELLANEOUS
References
Recommended Resources
3.19. Compensating the Perpetual Associate
BASICS
ISSUES AND OPTIONS
CAUTIONS
EXAMPLES
MISCELLANEOUS
References
Recommended Resources
3.20. Effective Staff Retention
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.21. Stay Interviews
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.22. Staff Orientation (Onboarding and Integration)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.23. Staff Training
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.24. Structured on‐the‐Job Training
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.25. Virtual Team Training
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.26. Staff Development
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.27. Engaging Teams
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.28. Leveraging Teams
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.29. Effective Coaching
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.30. Mentoring
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.31. Mentoring New Graduates
BASICS
ISSUES AND OPTIONS
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.32. Being Responsible
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.33. Promoting Staff Resilience and Adaptability
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
3.34. Building Resilience in the Face of Challenge
BASICS
ISSUES AND OPTIONS
EXAMPLES
MISCELLANEOUS
References
Recommended Resources
3.35. Why Resilience and Adaptability are So Important
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.36. Dealing with Staffing Shortages
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
Recommended Resources
3.37. Remote Workers
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
3.38. Staff Performance Evaluations
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.39. Measuring Your Human Resource (HR) Performance
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.40. Outcomes: How Do You Know If Your DEI‐B Initiatives Are Working?
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.41. Conflict Resolution
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
3.42. Dealing with Difficult Employees
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.43. Effective Disciplinary Protocols
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
3.44. Terminating Staff
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 4: Client Relationship Management
4.01. The Basics of Client Service
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.02. Client Service Strategies
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.03. Exceptional Client Service
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.04. What Clients Expect from Their Veterinarian
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.05. Meeting the Needs of Pet Parents
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.06. Culturally Responsive Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.07. Providing Veterinary Care for Multilingual Communities
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.08. Client Perception and Learning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.09. The Client’s Buying Journey
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.10. Pet‐Specific Care (Personalized Medicine)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.11. Lifelong Excellence in Healthcare
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.12. Personalized Pet Profiles
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.13. Preventive and Wellness Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.14. Bundling Care for Chronic Disease Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.15. Trauma‐Informed Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
References
Recommended Resources
4.16. Compliance and Adherence
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.17. Access to Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.18. Collaborative Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.19. Contextualized Care (Spectrum of Care)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.20. Barriers to Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.21. Financial Triage for Cost of Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.22. Developing a Client‐Centered Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.23. Developing a FearfreeTM Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.24. Developing a Feline‐Friendly Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.25. Developing a Senior Pet‐Friendly Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.26. Telehealth
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.27. Telehealth in Hospice and Palliative Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.28. Remote Monitoring
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.29. The Extended Hospital Team: Making Referrals Work
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.30. Telephone Service Management
BASICS
ISSUES AND OPTIONS
SCHEDULING
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.31. Client Reminder Systems
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.32. Client Appointment Scheduling
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.33. Maintaining Regular Client Contact
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.34. When Clients Seek Information Online
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.35. Client Rewards Programs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.36. Client Retention
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.37. High‐Touch and High‐Tech Customer Service
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.38. Measuring Client Satisfaction
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
4.39. Parting Ways Amicably with a Client
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
References
Section 5: Communication
5.01. Effective Client Communication
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.02. Speaking as a Professional
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.03. Making Clear Client Recommendations
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.04. Translating Medicalese
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.05. Shared Decision‐Making
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.06. Posing Client Questions Effectively: Open‐Ended Inquiry
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.07. Reflective Listening
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.08. Nonverbal Communication
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.09. Empathy
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.10. Harnessing the Power of Negativity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.11. Communicating Effectively Even When Rushed
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.12. Discussing Pet‐Specific Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.13. Discussing Finances
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.14. Discussing Behavior
BASICS
ISSUES AND OPTIONS
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.15. Discussing Diet and Nutrition
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.16. Discussing Dietary History
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
5.17. Discussing Oral Health
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.18. Discussing Pain Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.19. Discussing Anesthetic Risk
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.20. Discussing Quality of Life and End of Life Issues
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.21. Communicating with Dog and Cat Breeders
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.22. Communicating with Senior and Elderly Clients
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
5.23. Giving and Receiving Feedback
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.24. Delivering Bad News
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.25. Dealing with Difficult Clients
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.26. Dealing with Angry Clients
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.27. Dealing with Grieving Clients
BASICS
ISSUES AND OPTIONS
CAUTIONS
MISCELLANEOUS
Recommended Resources
5.28. Communicating Effectively within the Practice Hierarchy
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
5.29. How to Have Difficult Conversations with Team Members
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
5.30. Communicating the Importance of DEIB Initiatives to Employees
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
5.31. Interactive Conversations Regarding Sensitive Issues
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
5.32. Dealing with a Crisis
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 6: Marketing Management
6.01. The Big Picture: Marketing, Advertising, Promotion, and PR
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.02. Giving Clients What They Want Most
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.03. Better Meeting the Needs of Existing Clients (Internal Marketing)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.04. Attracting New Clients (External Marketing)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.05. Converting Telephone Shoppers into New Clients
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.06. Defining Marketplace Opportunities
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.07. Marketing Plan
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.08. Basic Tools of Marketing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.09. Demographic Assessment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.10. Client and Patient Segmentation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.11. Target Marketing and Targeted Client Outreach
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.12. Push Versus Pull Marketing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.13. Practice Positioning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.14. Practice Differentiation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.15. Branding
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.16. Emotional Branding
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.17. Emotional Marketing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.18. Personalized Marketing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.19. Using Video to Improve Efficiency, Client Engagement, and Compliance
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.20. Value Disciplines
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.21. Client Education Tools
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.22. Client Focus Groups
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.23. Internal Team Marketing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.24. Professional Promotion and Publicity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.25. Paid Advertising
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.26. Paid Online Advertising
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.27. Digital Marketing Strategies
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.28. Measuring Performance of Digital Media Campaigns
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
6.29. Measuring Overall Marketing Performance
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
Section 7: Financial Management
7.01. Time Value of Money
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.02. Financial Statements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.03. Measures of Liquidity, Solvency, and Profitability
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.04. Getting the Most Out of Your Accounting Professional
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.05. Financial and Accounting Software
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.06. Cash Versus Accrual – The Good, Bad, and Ugly
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.07. Analyzing Client Transactions
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.08. Benchmarking
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Reading
7.09. Data You Should Be Reviewing Regularly
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.10. Key Performance Indicators
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.11. Process Behavior Charting
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.12. Making Valid Comparisons Between Practices and Services
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.13. Compensating Owners in Multi‐Owner Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.14. Understanding Practice Profitability
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.15. Why Keeping “Clean” Financial Records Is Important
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.16. Pricing Strategies
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.17. Breakeven Analysis
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.18. Activity‐Based Costing and Cost Allocation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.19. Internal Accounting Controls
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.20. Understanding Operational Leverage
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.21. Forgotten Costs of Doing Business in a Veterinary Hospital
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.22. Capitalization and Depreciation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.23. Accounting Closing Processes
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
7.24. Tax Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 8: Cash Management
8.01. Revenue Streams in Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.02. Revenue Budgets and Forecasts
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
8.03. Increasing the Top Line in Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Reference
Recommended Resources
8.04. Expenses in Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.05. Managing General and Administrative Expenses
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.06. Improving the Bottom Line (Profit) in Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.07. Invoice Bundling
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.08. Getting Paid for Services Rendered
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.09. The Perils of Discounting
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.10. Understanding and Managing Merchant Fees for Client Transactions
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.11. Accounts Receivable Issues
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.12. Cash Flow Issues and Traps
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.13. Payroll Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.14. The Electronic Funds Transfer Payment Process
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.15. Controlling Cash Flow: Budgeting
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.16. Cash Control: Preventing Embezzlement
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.17. Credit and Collections
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.18. Pet Health Insurance
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.19. Payment (Wellness) Plans
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.20. Third‐Party Financing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.21. Digital Wallets, Financial Technology (Fintech), and Frictionless Transactions
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.22. Cryptocurrencies
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.23. Value‐Added Tax and Goods and Services Tax
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.24. Borrowing Money
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
8.25. Buying Versus Leasing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 9: Operations Management
9.01. Medical Records and Patient Documentation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.02. Patient and Procedure Logs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.03. Personnel Records
BASICS
ISSUES AND OPTIONS
CAUTIONS
MISCELLANEOUS
Recommended Resources
9.04. Operations Manuals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.05. Employee Manuals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.06. Procedure Manuals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.07. Standards of Care and Care Pathways
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.08. Continuity of Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.09. Profit Centers
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.10. Value‐Added Analysis
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.11. Continuous Quality Improvement
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.12. Lean Practice Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.13. Improving Operational Efficiency
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.14. Paperless Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.15. Laboratory Considerations
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.16. Medical Equipment and Fixtures
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.17. Digital Imaging Systems
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.18. Planning for Expansion
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTION
MISCELLANEOUS
References
Recommended Resources
9.19. Adding a New Service Mix
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
9.20. Integration of Hospice and Palliative Care into Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.21. The Nurse/Technician's Role in End‐of‐Life Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.22. Feasibility of At‐Home Veterinary Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.23. Kennel Management as a Profit Center
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.24. Sustainability as a Practice Goal
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
9.25. How to Embed Sustainability in Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 10: Inventory, Pharmacy, and Retail Sales
10.01. Effective Inventory Management – An Overview
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.02. Ordering Inventory Economically
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.03. Pharmacy Management as a Profit Center
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.04. Inventory Management: Nutritional Products
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.05. Medication Dispensing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.06. Medication Compounding
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.07. Medication Prescribing Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.08. Team Approach to Nutrition
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.09. Dispensing Supplements: Does It Make Financial Sense?
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
10.10. Online Pharmacy Fulfillment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.11. Retail Sales – The Art and the Science
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.12. Online Retail: Making it Work
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.13. Regulatory Compliance in the Veterinary Pharmacy
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.14. Veterinary Feed Directives
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.15. Working Cooperatively with Pharmacists
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.16. Using Human Medications in Animals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.17. Extra Label Drug Use
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.18. Pharmaceutical Pricing on the Human Side
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.19. Adverse Drug Event Reporting and Pharmacovigilance
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
10.20. Controlled Substances
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 11: Information Technology (IT)
11.01. Information Technology in Veterinary Medicine
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.02. Selecting Computer Hardware
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.03. Selecting Computer Software
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.04. Selecting the Right Network Infrastructure Equipment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.05. Cloud‐Based Solutions
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.06. Preparing Your Practice for the Cloud
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.07. Information Security: Backing Up and Archiving Your System
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.08. Cybersecurity and Network Security
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.09. Cyber and Network Liability
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.10. Keeping Technology in Perspective
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.11. Helping Your Staff and Your I.T. Team Speak the Same Language
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.12. Effective User and Password Management in Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.13. Technology: Redefining the Client Visit
BASICS
ISSUES AND OPTIONS
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.14. Patient Portals
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.15. Blockchain
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.16. Electronic Communication: E‐Mail and Texting
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.17. Websites
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.18. Search Engine Optimization
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.19. Social Media
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.20. Social Media Return On Investment (ROI)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.21. Mobile Applications
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.22. Artificial Intelligence: An Introduction
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.23. Artificial Intelligence in Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.24. Artificial Intelligence: First Steps
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.25. Artificial Intelligence: Risks in Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.26. Protecting and Defending Your Online Reputation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.27. Digital Privacy
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
11.28. Internet Use Policy
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.29. Digital Communication Policies for Veterinary Teams
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
11.30. Controlling the Costs of Technology in Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
11.31. The Metaverse and Veterinary Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 12: Facility Management
12.01. Building, Buying, or Leasing?
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.02. Asset Ownership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.03. Financing Basics
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.04. Selecting a Site
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.05. How Large Should a Clinic Be?
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.06. Planning a Facility with the Team in Mind
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.07. Designing with the Patient in Mind
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.08. The Construction Process and Working with Architects
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.09. Regulatory Requirements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Recommended Resources
12.10. Regulatory Compliance
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.11. Managing Construction Costs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.12. Practice Renovations
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.13. Leasehold Improvements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.14. Lobbies and Customer Care Areas
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.15. Client/Patient Flow
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.16. Integrating Technology
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.17. Advanced Imaging
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.18. Noise and Odor Control
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.19. Heating, Ventilation, and Air Conditioning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.20. Flooring
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.21. Sustainable Design for Veterinary Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.22. Pet Boarding and Luxury Accommodations
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.23. Referral and Emergency Facilities
BASICS
ISSUES AND OPTIONS
EXAMPLES
FEATURES OF THE DIAGRAM
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
12.24. Large Animal Facilities
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 13: Practice Safety
13.01. Basics of Meeting Practice Safety Requirements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.02. Practice Safety Needs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.03. Workplace Hazards
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.04. Psychosocial Hazards in the Workplace
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.05. Psychological Safety
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.06. Developing and Implementing a Safety Plan
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.07. Hospital Safety Manual
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.08. Radiation Safety
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.09. Client Safety
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.10. Animal‐Related Injuries at the Workplace
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.11. Security Issues
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.12. Dealing with a Violent Intruder
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
Reference
Recommended Resources
13.13. Work‐Related Accidents and Workers' Compensation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.14. Business Contingency Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.15. Emergency Preparedness
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.16. Emergency Plans
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.17. Crisis Protocols
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
13.18. Suicide in the Veterinary Profession
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 14: Legal Issues
14.01. Practice Legal Needs and Dealing with Lawyers
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.02. Informed Consent
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.03. Malpractice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.04. Responding to an At‐Fault Adverse Patient Event
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.05. Legal and Ethical Considerations
BASICS
ISSUES AND OPTIONS
EXAMPLE – THE EUTHANASIA DILEMMA
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.06. Unprofessional Conduct
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.07. Employees Versus Independent Contractors
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.08. Employment Contracts
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.09. Partnership Agreements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.10. Buy/Sell Agreements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.11. Noncompetition
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.12. Corporate Practice of Medicine (CPOM) Doctrine
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.13. Legal Duty to Refer
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.14. Privacy Policy and Confidentiality
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.15. Identity Theft Prevention Programs
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.16. Employee Fraud
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.17. Employment Legalities: Bias
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.18. Disability Law
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.19. Accommodating Employees with Disabilities
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.20. Fair Labor Standards Act
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.21. Workplace Harassment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.22. Ownership Versus Guardianship
BASICS
ISSUES AND OPTIONS
CAUTIONS
MISCELLANEOUS
References
14.23. Pet Trusts and Wills
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.24. Animal Abandonment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
14.25. Animal Cruelty
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 15: Practice Ownership
15.01. Contemplating Practice Ownership: Getting Started
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.02. Starting a New Practice: A Step‐By‐Step Approach
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.03. Priorities of Practice Ownership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.04. Business Entity Structures
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.05. The Role of Private Equity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.06. From Associate to Owner: Beyond the Money
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.07. Managers as Practice Owners
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.08. Buying a Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.09. Buying Into a Practice as a Partner
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.10. Fractional Practice Ownership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.11. Mergers and Acquisitions
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.12. Return on Investment from Practice Ownership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.13. Perquisites (Perks) of Practice Ownership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.14. Is Your Practice an Investment or Merely a Job?
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.15. Practice Reinvestment
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.16. Determining a Practice’s Worth
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.17. The Valuation Process
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.18. Practice Value Rules of Thumb
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.19. Risk Management Issues
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.20. Debt Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.21. Exit Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.22. Succession Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.23. Gifting Practice Ownership
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.24. Employee Stock Ownership Plan (ESOP)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.25. Planning for the Sale of a Practice
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.26. Practice Sales: Planning, Structure, and Methods to Minimize Taxes
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
15.27. Selling to a Corporate Entity
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 16: Professional Development, Planning, and Personal Growth
16.01. Practice Career Options
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.02. Career Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.03. Career Mapping
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.04. Strategic Planning and Implementation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.05. Professional Development Plans
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.06. Résumé and Cover Letter
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.07. Curriculum Vitae
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.08. Mission and Vision Statements
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.09. Business Plans
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.10. Time Management
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.11. Identifying and Solving Practice Problems
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.12. Growth Mindset
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.13. Keeping up with the Pace of Change
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.14. Diversity, Equity, and Inclusion (DEI)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.15. Active Allyship
BASICS
ISSUES AND OPTIONS
EXAMPLE
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.16. Mental Health and Wellbeing
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.17. Work–Life Balance
BASICS
ISSUES AND OPTIONS
BOUNDARIES
EXAMPLE
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.18. Compassion Fatigue and Burnout
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.19. Compromise Fatigue
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.20. Habits of Happiness
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.21. Setting Healthy Boundaries
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.22. The Art of Saying “No”
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
16.23. Constructive Conflict & Positive Conflict Resolution
BASICS
ISSUES AND OPTIONS
EXAMPLES
MISCELLANEOUS
References
16.24. Befriending Stress
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.25. Our Introverted Profession
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.26. How to Heal Vicarious Trauma and Emotional Fatigue
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.27. Emotional Regulation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
16.28. Self‐Compassion
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.29. Mindfulness Practices
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.30. Simple Steps to Self‐Care
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.31. Gratitude and Positive Bias
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.32. Meditation
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.33. Retirement Planning
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
16.34. Your Next Career (Reinventing Yourself)
BASICS
ISSUES AND OPTIONS
EXAMPLES
CAUTIONS
MISCELLANEOUS
References
Recommended Resources
Section 17: Appendices
17.01. Finding More Information on Practice Management Topics
WEBSITE RESOURCES
MENTAL HEALTH RESOURCES
WEB‐BASED FINANCIAL CALCULATORS
PRACTICE MANAGEMENT ORGANIZATIONS
17.02. Sample Cover Letter and Résumé
SAMPLE COVER LETTER
SAMPLE RÉSUMÉ
17.03. Sample Curriculum Vitae
17.04. Sample Business Plan
APPENDICES
17.05. Sample Marketing Plan
Abbreviations
Glossary
Index
End User License Agreement