Emily Shiver, CVPM, CCFP
Cross these items off your end-of-year veterinary checklist before entering 2020.
If guys are like me, it's been a whirlwind of a year. As 2019 comes to an end, your mind is probably swimming with everything you have to accomplish at work before New Year's Eve. Every year, I refer to several checklists so I don't forget anything. Use these lists as applicable in your job to help you stay organized and efficient during the home stretch of 2019.
☐ Plan holiday party.
☐ Pick up gift for practice owner.
☐ Finalize gifts for staff.
☐ Send holiday cards to top 500 clients.
☐ Clean up accounts receivable (call outstanding accounts, send each client a statement, and write off account by Dec. 31).
☐ Prepare to purge records (if you have paper charts).
☐ Put together thank-you gifts for the pets lodging during December.
☐ Review vacation time and sick time; give updates.
☐ Evaluate whether we can give out year-end bonuses.
☐ Map out team member goals for the first three months of 2020.
☐ Collect payments for any outstanding team member bills.
☐ Confirm mailing addresses for W-2s.
☐ Count everything in the practice; adjust numbers in practice management system system.
☐ Evaluate every revenue center to see if you are within the goals you set for 2019.
☐ Create a goal for each revenue center for 2020.
☐ Evaluate the allowances you set for every zone (treats, candles, gloves, food for lodgers and inpatients, cat litter, etc.) and make adjustments as needed for 2020.
☐ Place orders to get you through the end of the year. Don't be tempted by year-end promotions unless you can negotiate delayed billing.
☐ Check every item in the hospital for expiration dates; discard and reorder as necessary.
☐ Run final sales histories using your ABC analysis and create new reorder points.
☐ Return any overstock items that you can.
☐ Order rabies tags.
☐ Audit redundant items to lower cost of goods sold.