Downloadable Resources

Free veterinary practice management resources

Managing a veterinary practice takes guts, patience, and experience. Here are a few downloadable resources to help practice managers like you succeed.

Downloadable veterinary resources

Reports and Dashboards

Forward-Booking Staff Meeting in a Box

When you schedule a pet’s next visit before they leave the current one, you aren’t just giving their owner one less thing to remember, you’re also gaining better control over your practice’s schedule. This fun and creative staff meeting kit can help energize your team and get them excited about implementing new forward-booking protocols.
Retriever Email Program

Preventative Care Checklist

Give your preventative-care practice standards a tune up to ensure your team is aligned on recommending the best medicine. Use this free checklist and step-by-step process to update or create your preventative-care standards. Walk through this simple four-phase process, which details each task in order and provides realistic timelines.
Veterinary Group Solutions

Lapsing Client Toolkit

Lapsing clients and patients contribute to what is affectionately known as a practice’s leaky bucket—the concept of attracting new clients while also losing existing clients. This kit will help you bring those lapsing clients back into your practice. Inside, you’ll find sample communications—email messages, telephone scripts, and voicemail messages—designed to re-engage clients and help combat your leaky bucket.

Data Integration

Veterinary Digital Coordinator Guide

Whether your practice is overwhelmed by an influx of new patients, staff turnover, or inefficient processes, this guide explains how a digital coordinator can help. Take the interactive quiz to discover if a digital coordinator would be right for your practice, and then learn who and how to hire, and what this new role can do for your practice.