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    It’s time to think strategically about the challenges facing our veterinary practices. The Toolkit introduces a new way of examining existing problems in order to generate better solutions.

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    Recent Discussions

    • Profile Picture

      RE: Developing a Lead CSR and Lead VA

      an hour ago
      Posted in: Open Forum

      The documents, advise, and support from you all has been incredibly helpful. Thank you! When I compile a plan and organize my thoughts I will submit it in this thread. ------------------------------ Stacy Swenty Assistant Practice Manager Gentle Vet ...

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      RE: Do you use an outside company to help you with ...

      3 hours ago
      Posted in: Open Forum

      Hi Lisa, Thank you so much for your response! I am so glad to hear that going this route has worked out so well for you guys! ------------------------------ Marissa Lawson Practice Manager Animal Hospital of Fort Lauderdale Fort Lauderdale FL 954-371-7224 ...

    • Profile Picture

      RE: Penn Foster

      4 hours ago
      Posted in: Open Forum

      Hello! I did the Penn Foster program and really enjoyed it. I liked that it was self paced but still had requirements to follow. I did wish there were a few more lecture videos instead of it mostly being reading of the textbook and articles. Otherwise ...

    • Profile Picture

      RE: Do you use an outside company to help you with ...

      6 hours ago
      Posted in: Open Forum

      We require that all international health certificates go through an agency. They then contact us when they need to schedule appointments for the services they need through the process. It has been such a relief and I couldn't imagine doing it any other ...

    • Profile Picture

      RE: Inactivating client timeline

      6 hours ago
      Posted in: Open Forum

      We currently inactivate clients after 2 years. They, of course, are welcome to come back, but at that time they are considered a new client. ------------------------------ Lisa Gates CVPM, Practice Manager Desert Paws Mobile Veterinary Care Tucson ...

    • Profile Picture

      Penn Foster

      6 hours ago
      Posted in: Open Forum

      I want to start taking courses toward my CVPM goal and am curious about people's experience with Penn Foster? I'm debating whether to go that path, or to take courses from my local college. Pros and cons? ------------------------------ Portia Robillard ...

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      RE: Inactivating client timeline

      6 hours ago
      Posted in: Open Forum

      We still have paper records at our hospital so for me, if there's no more physical file, I inactivate them. We also have to maintain records for 7 years in Illinois. ------------------------------ Heather Kolar Practice Manager Grayslake Animal Hospital ...

    • Profile Picture

      RE: Inactivating client timeline

      7 hours ago
      Posted in: Open Forum

      I'm not sure what good this activity does in a modern context...other than give CSRs a task to do. You aren't going to just sell a client drugs if they are active but have not been seen in a valid VCPR timeline. You aren't conserving resources because ...

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    Insiders' Insight - KPI Report

    • The May 2026 VHMA Insiders' Insights report shows that veterinary practices are sustaining moderate revenue growth (3.7% YoY) despite ongoing declines in patient activity, with gains largely driven by ...

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