Menu

Standardized Workflow for Optimal Utilization

Download Documents

Table 5.2

Table 5.2 is an example of a standardized workflow for optimal utilization that improves practice efficiency and maintains team alignment. Areas where protocols can be created to enhance workflow include:

  • Triage calls (first aid, primary response) and direction to available care
  • Follow-up calls for surgical cases and recent hospitalizations, or returning client calls
  • Nutritional/behavioral/hospice/chronic pain management consults with clients
  • Preapproved/identified diagnostic tests (sample collection, in-house tests)
  • Recheck diagnostics
  • Care of in-house patients with routine updates to attending veterinarian
  • Auxiliary care appointments such as glucose curve tests and bandage changes or suture removal
  • Preplanning of next-day appointments

Click here to download a PDF of Table 5.2

Category Roles
Appointments/Initial Assessments

CSR:

  • Obtains initial information, reason for visit, previous medical records

CrVT (with VA):

  • Collect data
  • Obtain the relevant history
  • Perform initial triage
  • Note problems found
  • Create preliminary diagnostic plan (i.e., if patient is pale, order CBC)
  • Start basic level of care or initial diagnostics (i.e., collect ear swab samples for cytology)
  • Present case to veterinarian

Veterinarian & CrVT:

  • Patient assessment and agreement/prioritization of problem list

Veterinarian:

  • Gives presumptive or working diagnosis
  • Creates therapeutic plan and recommendations
  • Predetermines case management check-ins with CrVT
  • Writes prescriptions and/or performs surgery

CrVT & Team:

  • CrVT creates and facilitates nursing plan
  • CrVT develops and facilitates/delegates patient discharge information and keys to clinical outcome success
  • CrVT sets and performs follow up & recheck appts
Initial Assessments/ Emergency Situations

CSR:

  • Obtains initial information, reason for visit, previous medical records

CrVT (with VA):

  • Collect data
  • Obtain the relevant history
  • Initial triage and patient assessment
  • Note problems found
  • Create therapy plan based on agreed protocolized medicine (algorithm) (SOPs, i.e., if/then steps)
  • Order diagnostics (i.e., if patient is pale, order CBC)
  • Initiate basic level of care (i.e., if patient is blue, start oxygen)
  • Present case to veterinarian

Veterinarian & CrVT:

  • Patient assessment and agreement/prioritization of problem list

Veterinarian:

  • Gives presumptive or working diagnosis
  • Creates therapeutic plan and recommendations
  • Predetermines case management check-ins with CrVT
  • Writes prescriptions and/or performs surgery

CrVT (with VA):

  • Carries out diagnostics and therapeutic plan

CrVT & Team:

  • CrVT creates and facilitates nursing plan
  • CrVT develops and facilitates/delegates patient discharge information and keys to clinical outcome success
  • CrVT sets and performs follow up & recheck appts
Anesthesia and Surgery

CrVT (with VA):

    • Conducts patient assessment
    • Initial pain score
    • Prepares anesthesia/analgesia protocol

(as per protocol(algorithm)/veterinarian direction)

  • Creates surgical plan
    • Equipment
    • Preoperative preparation
    • Monitoring
    • Incision documentation
    • Postoperative pain score

Veterinarian:

  • Performs surgery
< CrVT

  • Monitors anesthesia and pain
  • Incision documentation and surgical record keeping
  • Postoperative pain score
  • Facilitates nursing care with team
  • Communicates patient updates to clients
  • Prepares and gives discharge instructions
  • Creates a follow up and recheck appointment plan
Triage & Teletriage*
(with established VCPR)

All Team Members:

  • Demonstrate a clear understanding of definitions for Telehealth/Triage/VCPR
  • See the AAHA/AVMA Telehealth Guidelines at aaha.org/telehealth for definitions and more information.

CSR:

  • Initial response (collects signalment and historical information); or
  • Automated information collection for what can be collected

CrVT

  • Performs teletriage:
    • Asks questions to collect more clinical information, photos, and video
    • Uses critical thinking skills to ask differentiating questions
    • Synthesizes generalized problem list
    • Makes recommendation on action: ER, schedule in-person appointment with veterinarian, home care/education, and/or builds plans from SOPs previously approved by a veterinarian

Veterinarian:

  • Diagnoses problem and reviews tests
  • Prescribes treatment

CrVT

  • Performs teletriage:
    • Schedules necessary tests, communicates with client, performs treatments, prepares discharge & educational information for client
    • Prepares follow up plan
Telehealth*
(follow up appointments and check ins, rechecks)

CSR:

  • Schedules telehealth appointment with CrVT based on treatment or discharge plans

CrVT

  • Performs telehealth appointments remotely— can include:
    • Post-operative rechecks (such as incision checks)
    • Post diagnosis
  • Check in visits for chronic diseases/senior pet care:
    • Restates disease pathophysiology
    • Restates outcome/prognosis discussions
    • Reinforces the timing of repeat labs & reasoning for continued monitoring
    • Schedules appointments for sample collection when deemed necessary
  • Reinforces medication expectations/compliance and discusses:
    • Challenges to compliance
    • Lifestyle changes
    • Exercise routines
    • Nutrition

*See also Resources at aaha.org/technician-utilization
CBC, complete blood count, CSR, client service representative; CrVT, credentialed veterinary technician; VA, veterinary assistant; VCPR, veterinarian-client-patient relationship


The 2023 AAHA Technician Utilization Guidelines are generously supported by CareCredit, Hill’s Pet Nutrition, and IDEXX.

Select the items you want to download

Close

What's Trending? Subscribe to Trendsetter to bring the news to you, twice weekly.