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Optimizing Service Reminders

Streamlining Protocols for Better Client Engagement Are your reminders cutting through the noise? This webinar is all about Optimizing Service Reminders: Streamlining Protocols for Better Client Engagement. We will focus on how clinics can transition from old reminder systems to smarter, service-specific protocols that enhance client engagement and compliance. We will cover: Creating Specific Vaccination Protocols: Implementing clear protocols for vaccinations, such as "Rabies 1 Year" and "Rabies 3 Year," triggered automatically by relevant services. Annual Bloodwork Protocols: Introducing new protocols for annual bloodwork, replacing outdated systems. Heartworm Prevention and Testing Protocols: Consolidating and simplifying reminders for heartworm prevention and testing services. Wellness Exam Protocols: Establishing new reminders for annual and semi-annual wellness exams. Implementing New Protocols for Other Vaccines: Developing and setting up protocols for additional vaccines, such as canine influenza. 00:00 Noisy warmup 00:47 Welcome and Intro 02:09 New reminders system vs. old reminder system 06:22 Example #1 Rabies reminders 10:57 Should I disable my old reminders? 13:23 Overwritting rules 21:50 Let's see that one more time 26:40 Example #2 DA2PP and Lepto 30:01 Service bundle review 53:29 Reports 58:39 Other reminders