![]() I assure you, once you make the leap, you will never want to wade back into the paper flood.The idea of working in a paperless environment was something many thought was impossible about two or three decades ago. Stay engaged as the owner, set the example and help the staff stay positive. Recognize the champions in your practice, and engage them as you look to implement other new processes and products. This will keep the staff engaged and excited about continual changes. Take time to revel in successfully going paperless. What add-on products could you take advantage of in your practice? The Celebrating Stage Investigate them at the next conference you attend. New software products seem to hit the market every day. Products such as Slack for in-house communication and Zoom for external meetings can be great additions. Once you are paperless, start exploring ways to improve communication at your practice and with clients. What a great educational time for the client. As the doctor verbally expresses thoughts for capture during the exam, the client hears them as well. Practices have found success in having two assistants in the exam room - one to capture notes and one to help the doctor with the animal. Make sure that key staff members set a good example and that doctors fill in records during appointments and encourage their assistants to do so as well. The staff won’t need it if they were doing what they should. Then after one week, take away the paper one. ![]() Agree to run dual calendars for two weeks. If you need to go slowly, the appointment book is the perfect place to start if you still have a paper one. Do you rip off the bandage or do you tear it away slowly? Generally, you know by now how the staff has reacted to the change. Now that you have newer, faster computers and the staff is well-trained, it’s time to flip the switch. If you have chosen new software, now is the perfect time to roll it in the door and begin training the staff to use it. Ask clients to fill out a new contact form, and make sure to include lines for an email address, for permission to send text messages and for information about who is allowed to bring in the animal and who is financially responsible. This is the perfect time to make sure your patient records are up to date. Clients who see the upgrades get excited for you. This is a great energy starter because everyone likes new things. Some employees may fear job losses, but explain that the switch to automation is more of a reallocation of resources and that they will enjoy more animal time once the efficiencies develop.Ĭontract to have your infrastructure updates done. Some practices use whiteboards to list all the positives that paperless will have on daily life. Some people may resist, but they will follow if you stay strong and positive. The best advice is to plan, process and implement.Īddress any negative vibes upfront. Where does one start? Once broken down, the task is not overwhelming. What is holding you back? What usually stops a practice from moving forward is the overwhelming thought of the process. If you are not paperless, or maybe you keep reams of paper but say you are paperless, let’s have a discussion. Clients who expect digital access to their pet’s information and who expect the practice to utilize technology.The sprinkler system going off above the file cabinet is no longer a fear. With proper electronic protection, data is safe from natural disasters and system failures. Data protection, the most important part of going paperless. ![]()
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