Smarter Week

How to automate it

How to automate “handle medication and food refill requests”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
60%
of the time can be automated
Easy
to set up

Fix 1 of 2

Process fixBest fix

Write refill rules the team can approve without the vet

Standing rules for routine refills (exam within 12 months, stable chronic meds, preventives) let techs approve them, so vets only see exceptions. Requests arrive through the app instead of the phone.

Typically saves about 40% of the time2 h to set up
  1. 1List your most common refills (flea, tick and heartworm preventives, chronic meds, prescription diets).
  2. 2Write the criteria for each with your medical director (last exam date, labs, dose unchanged).
  3. 3Let trained techs approve requests that meet the criteria.
  4. 4Ask owners to request refills through the client app or online pharmacy, not by phone.

Tools: Your practice management system (ezyVet, Cornerstone, AVImark, Covetrus Pulse, Shepherd, Digitail, Vetspire, Instinct or similar) · PetDesk, Vetstoria, Weave, Otto or your PIMS client app

Fix 2 of 2

Software feature

Move refills and food to your online pharmacy with autoship

A clinic-branded online pharmacy with autoship sends repeat medications and prescription diets straight to the owner's door, approved in a click, and cuts the shelf stock you need to count.

Typically saves about 45% of the time2 h to set up
  1. 1Set up or turn on your clinic's online store (for example Covetrus vRxPro or Vetsource).
  2. 2Enrol owners of chronic patients in autoship at checkout.
  3. 3Approve requests in one queue each day.
  4. 4Cut back in-house stock of slow-moving items.

Tools: Covetrus vRxPro · Vetsource

Quick wins

Have you tried…

Do repeat meds and prescription food go out through an online pharmacy with autoship?
A clinic-branded online store ships refills straight to the owner on a schedule. You approve the request in a click instead of filling and calling.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Veterinarian teams