When to use the Retention Calendar

When to use the Retention Calendar

  1. Receptionists calling to confirm appointments should always have it up. If a client is already on the phone then it requires very little extra time to address the items on the Retention Calendar.
  2. Check-in is another great time to bring up any other pets due or missing information.
  3. In the exam room works if a doctor or technician wants to discuss the "other members of the family" as part of the visit. This can be one of the most effective uses of the Retention Calendar.
  4. Check out - If your hospital does room check out this would be a great time for your technicians to talk with the client about their other pet's healthcare needs. 
  5. Work it ahead - It is always great to work the Retention Calendar ahead of time to be proactive.