Fix 1 of 2
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.
- 1List your most common refills (flea, tick and heartworm preventives, chronic meds, prescription diets).
- 2Write the criteria for each with your medical director (last exam date, labs, dose unchanged).
- 3Let trained techs approve requests that meet the criteria.
- 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