Boost Team Efficiency and Revenue with Automated Workflows (Part 2)

This is part 2 of our 2-part series on Service Reminders and Automations where we discuss the importance of using Service Reminders along with Workflow Automations to create an efficient workday for your team and a modern clinic experience for your clients. You can read part 1 of our series here.

The Perfect Match: Reminders and Workflows Automations

Now that you know where you can leverage reminders, let’s take them a step further! Do you want send a form to the pet owner before they arrive? Or do you want to know if the pet owner is on their way, along with a message to be sent to them after they arrive at your clinic?

That’s where Workflow Automations come in. Without any extra effort for you or your team, you can orchestrate the entire ‘workflow’ of an appointment from sending reminders to checking them in, completing their intake form and more, all without using your personal phone, different apps, or manually typing every message for every appointment.

TeleVet Flow Messaging Automation


Clinic examples of Automated Workflows:

Automated Forms by Appointment Type 
Getting patient information through forms is one of the most repetitive tasks for your staff. This not only takes away from their job satisfaction, it also takes away time your team could be spending on caring for your patients. With Automated Forms, you can stop the back and forth by having a custom form sent out before or after any appointment of your choosing.

Automated Arrival Procedure
Easily create an automation that sends out the above appointment reminders, an intake form or patient history form, automatically checks the patient in, and assigns the appointment to its designated DVM. Just by creating this single automation, an appointment that typically takes around 90 minutes, can now be completed in 45 minutes from start to finish. 

Automated Surveys
All of this new efficiency will surely keep your customers (especially millennial customers) happy with their experience and your clinic should capture that too! Send out an automated survey after an appointment is closed to collect appointment reviews and ratings to share on social media or elsewhere. With automated customer surveys, you can improve your clinic experience and continue to grow your clinic through positive social proof.

An Automated Workflow in TeleVet Flow

Implementing digital reminders at your clinic creates a more efficient workday for everyone on your team, in addition to a great customer experience for your clients and their pets.

To learn more about automating workflows for your digital service reminders with TeleVet Flow, get started here:

Start Automating Today
Back to blog

More Articles Like This

Veterinary Record Keeping: Medical Templates, Examples & Laws

June 28th, 2021

When a pet comes into the hospital, the DVM will make note of any abnormalities noticed in their examination, along with any diagnostic testing or treatments that were recommended. These clinical records help both the veterinarian and the pet owner know what has happened to their pet in the past.

TeleVet Staff

Veterinary Customer Service Ideas: 10 Client Communication Tips

June 8th, 2021

90% of Americans use customer service as a factor in deciding whether or not to do business with your clinic. Here are 10 ideas for improving client service that you can implement right away.

TeleVet Staff

Payment Processing for Veterinary Practices

June 17th, 2021

Did you know the average 2-DVM veterinary practice is paying around $43,000 per year just in credit card processing fees? At first glance, your provider’s rate doesn’t seem too costly, but as practice owners know, they add up quickly and could be costing you more staff, better equipment, or a reliable cash flow.

TeleVet Staff