Smarter Week

How to automate it

How to automate “call owners back with lab results and updates”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

30 min
typically, every day
40%
of the time can be automated
Easy
to set up

Fix 1 of 2

Software featureBest fix

Send normal results by text or app message, and call only for abnormal ones

A short message template for normal results, sent through your client app or texting tool, replaces most results calls. Vets and techs call when results need a conversation.

Typically saves about 40% of the time45 min to set up
  1. 1Agree which results can go by message (normal bloodwork, negative tests).
  2. 2Write two or three templates with what the result means and next steps.
  3. 3Send through your client communication tool (PetDesk, Vetstoria, Weave, Otto or your PIMS client app).
  4. 4Keep calls for abnormal results, new diagnoses and worried owners.

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

Fix 2 of 2

AI

Have AI write home-care instructions and owner updates in plain language

AI turns your clinical notes into clear instructions or a friendly update for the owner, with the medicine schedule and warning signs laid out. Save good ones as templates.

Typically saves about 50% of the time10 min to set up
  1. 1Gather the diagnosis, medications and doses, and what the owner must watch for.
  2. 2Use the prompt below in an approved AI tool; leave out the owner's name and contact details.
  3. 3Check every dose and instruction against your notes.
  4. 4Save the best versions as PIMS templates so you only do it once per condition.
Prompt to copy
Write home-care instructions for the owner of a [SPECIES, AGE] diagnosed with [DIAGNOSIS]. Medicines exactly as I prescribed: [MEDICINE, DOSE, HOW OFTEN, HOW LONG]. Include: what is going on in one or two sentences, a simple medicine schedule, feeding and activity advice I gave [ADVICE], warning signs that mean they should call or come in, and the recheck date [DATE]. Reading level: 6th grade, warm and clear. Do not add advice I did not give; mark anything to check as [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Your PIMS or AI scribe templates

Quick wins

Have you tried…

Have you had AI turn your notes into clear home-care instructions for the owner?
AI writes the medicine schedule, care advice and warning signs in plain language. You check every dose and save the good ones as templates.

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.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Veterinarian teams