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How to Write a Client Code of Conduct

What's considered civil behavior might seem like common sense, but it can be highly dependent on people's context, culture, and capabilities. How we interact with our teammates and with our clients has an enormous impact on our workplace satisfaction, which is critically important in high-stress environments. Learn how client rights and responsibilities documents can help prevent conflict by setting mutual expectations and start writing one for your practice.

  • Be able to articulate the pros and cons of establishing expectations for client behavior
  • Be able to write matching, mutual expectations
  • Brainstorm 3 top practice challenges they want to cover
  • Understand how creating and enforcing pre-established expectations can improve workplace culture
  • Name two key resources for further assistance

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Cyndie Courtney, DVM

cyndie courntey

Dr. Courtney is a small animal veterinarian practicing just south of Kansas City. She is also a recovering toxic team member who speaks, writes, and consults nationally on addressing workplace conflict to improve performance and wellbeing. She was awarded the 2019 World Small Animal Veterinary Medical Association's Next Generation Award for service to the profession and is certified in Workplace Wellness and Healthcare Workplace Violence Prevention and Awareness.