What this session covers:

Practical workflows, scripts, triage guidance, and accountability systems designed to reduce front desk chaos, improve client communication, and support your medical team.

    1. Building Confidence in Phone Triage (Part 1)

    2. Building an Advanced Phone Triage Workflow - copy/paste/make your own!!

    3. Identifying ER vs. Urgent vs. Non-Urgent (Part 2)

    4. Access the ER/Urgent Care Bundle Here!

    5. Building an Advanced Phone Triage SOP! - Part 2

    6. Client Communication, Referral & Internal Communication Scripts (Part 3)

    7. Building an Advanced Phone Triage SOP! - Part 3

    8. Managing Non-Urgent Medical Cases & Decision Workflows (Part 4)

    9. Building an Advanced Phone Triage SOP! - Part 4

    10. When Not to Interrupt the Medical Team (Part 5)

    11. Building an Advanced Phone Triage SOP! - Part 5

    12. Share Your Experience With this Session!

About this course

  • $25.00
  • 12 lessons
  • 50 minutes of recordings
  • Customizable SOPs

Support your team with clearer systems

A Ready-to-Use Communication System You Can Customize for Your Practice

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Build an Advanced Phone Triage System (Without starting from scratch)

Each lesson is under 10 minutes and designed to help busy veterinary leaders quickly implement customizable workflows, scripts, SOPs, and callback systems without feeling overwhelmed.

  • Watch One Short Lesson at a Time - Each recording is broken into bite-sized training segments (under 10 minutes each) so you can make progress without blocking off hours of your day.

  • Copy, Paste & Customize the SOP Templates - Every lesson includes ready-made workflows, scripts, decision trees, and message-taking systems you can easily edit to fit your hospital’s protocols and team structure.

  • Build Your System As You Go - The lessons are organized in workflow order so by the end of the training, you’ll have a complete front desk communication and phone triage system already built and ready to implement.

Support Your Team During High-Stress Emergency Conversations

Expand your team’s confidence with emergency triage guides, escalation tools, referral scripts, and client communication resources designed specifically for veterinary practices.

  • $19.00

    $19.00Emergency/Urgent Care Triage and Patient Escalation Bundle

    5-page veterinary triage resource bundle including color-coded ER/urgent/non-urgent guides, patient escalation worksheet, emergency referral scripts, deposit/consent communication tools, and compassionate talking points for difficult client decisions
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