Staff Development
Business Experience (CS in Referral Client Care)
20 mins CPD
Video
80% required to pass
Relevant for roles:
Receptionist / Client Care Advisor
Course Details
Welcome to the fifth video in our Referral Client Care series, Business Experience, where we explore the crucial role that excellent administration plays in supporting the success and sustainability of a veterinary referral centre.
This session highlights the importance of accurate data capture, consent, and financial processes, all of which help create seamless client experiences and build trust in the referral centre's services. With a focus on accuracy and professionalism, this training equips you to contribute positively to both client satisfaction and the centre's operational goals.
Objectives
- Understand the Impact of Accurate Data on Referring Vet, Client, Pet, and Business Success. Learners will recognise the importance of capturing and maintaining accurate data in the practice management system to support client care, prevent errors, and enhance team collaboration.
- Identify Key Administrative Tasks Related to Consent and Financial Processes. Learners will become familiar with standard administrative activities, including referral acceptance, consent forms, and financial procedures, and understand how these support the business and client experience.
- Gain a Basic Understanding of Pet Insurance Policies and Their Impact on Client Communication. Learners will explore the common types of pet insurance policies and the role of pre-authorisation, enabling them to better support clients.