Business Tools

Full subscribing members can click on the title of each tool for further information and to download them to use in your own practice - If you are not yet a member, click on the 'Join us Now' button to select your most convenient membership option

Note: Some spreadsheet based tools will be downloaded as 'Protected View' files. Every precaution is taken to ensure that they are virus free but it is recommended that users virus-check any 'protected view' downloads before

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Ten Step Exam Room Protocol
The majority of income generated in a veterinary practice starts in the consulting room. You can use this simple protocol to help build that long term bond between the client and your practice
 
 
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Management Task Checklist

You can use this simple checklist to record which staff members are responsible for each of the listed management tasks by selecting them from the drop down list for each task.
 
 
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25 Recent Record Review Tool

You can use this tool to examine the case records of 25 consecutive recent transactions to review the standard of clinical, operational and financial compliance
 
 
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Product-Service Profit Review Tool

You can use this tool to consider the overall net margin generated by the whole practice and determine to what extent the sale of products and professional services separately contribute to practice profitability
 
 
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Client Database Monitoring Tool

You can use the Client Database Monitoring Tool to monitor your current active client numbers, new clients, lapsed clients and the number of new clients you will need to register every month simply to maintain your current levels
 
 
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The Consulting Room Review Tool

You can use this simple spreadsheet to review the outcome of 50 professional consultations in your veterinary practice. The review is quick, simple and will enable you to …..
 
 
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Key Performance Indicator (KPI) Generator

KPI Generator is an Excel workbook designed to enable practice owners and managers to prepare a schedule highlighting a number of the key existing practice key performance indicators.
 
 
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Seven Steps to a Higher Recheck Rate

The Seven Steps to a Higher Recheck Rate pdf can help you establish a consulting routine to enhance professional standards, improve client service, benefit your patients and build your income
 
 
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Pop Goes the Weazel download

Pop Goes the Weazel download is an Excel based practice tool designed to help every member of your staff to develop an understanding about some of the business issues in veterinary practice in general and your practice in particular.
 
 
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Veterinary Practice Job Descriptions

The Job Descriptions pdf is a document which includes sample job descriptions for a lead clinician, veterinary surgeon, head nurse, veterinary nurse, trainee nurse, head receptionist, practice director and receptionist
 
 
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Market Research Survey

You can download and use this Market Research Survey.pdf from Veterinary Business as a pattern which you can adapt as you wish to fit the circumstances appropriate for your own practice.
 
 
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Fee Calculator Tool for Small Animal Practice

This business tool is based on an Excel workbook designed to calculate the hourly revenue a practice must generate from the sale of professional diagnostic, surgical and other in-patient services.
 
 
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Practice Team Evaluation Survey

The Practice Team Evaluation Survey is a pfd document designed to help team leaders and members to evaluate the existing strengths and weaknesses of the practice team, and to establish specific objectives for improvement.
 
 
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Client communication, HR policies, financial and operational management checklist

You can use this simple checklist to make an initial assessment of some of the important management tasks in practice with specific reference to client communication, HR policies, financial and operational management
 
 
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Business Terms & Conditions

The blueprint is offered as a guide which you can adapt and modify in any way you wish to suit the requirements of your own veterinary business.
 
 
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Business Plan blueprint

You can download this pdf document from Veterinary Business Briefing to help you review the issues and topics to bear in mind as you begin to develop a business plan for your veterinary practice
 
 
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Consulting Room Communication Tool

You can download this pdf document from Veterinary Business Briefing to help you review the issues and topics to bear in mind as you begin to develop a business plan for your veterinary practice
 
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Staff Opinion Survey

You can download and use this survey for your own practice staff members. Distribute it to every member of the practice team – to be completed anonymously and collected for analysis and review
 
 
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Working Capital Ratio Tool

An Excel workbook which calculates a number of working capital ratios for your practice including measures of liquidity, stock (inventory) turnover, debtor (receivables) days and gearing
 
 
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Key Objectives Planning Tool

Simply enter the key numbers from your latest Profit & Loss Account then switch to the second planning sheet, record your financial objectives and print out an outline P&L statement for your budget year. It couldn’t be easier
 
 
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Break Even Analysis Tool

The Break Even tool is a simple spreadsheet workbook which will help you to demonstrate at what stage in your practice financial year, the business will start to generate profits for investors and for re-investment
 
 
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Multi Branch Profit Comparison Tool

This tool from Veterinary Business Briefing will help you understand how each of your practice branches contributes to practice profitability strengths and weaknesses.
 
 
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Consulting Room Occupancy Tool

You can use this simple tool to monitor the available consulting slots in your practice in order to review and monitor consulting room occupancy
 
 
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Three Employment Document Blueprints

You can use this tool as a blueprint to create three useful employment documents suitable for your own practice
 
 
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Equipment Charge Calculator

You can use this tool to calculate an appropriate charge for the use of a major diagnostic tool or other capital equipment item in veterinary practice.
 
 
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Service Quality Control Tool in Veterinary Practice

This management tool from Veterinary Business Briefing is adapted from Managing a Veterinary Practice 2nd Edition by Caroline Jevring-Back with Erik Back and published by Saunders Elsevier 2007
 
 
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Discount Calculator Tool

Should I reduce my charges to improve sales? The Discount Calculator Tool will calculate the financial and sales volume impact of discounting your prices