Smarter Week

How to automate it

How to automate “build treatment estimates and get owners to approve them”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

20 min
typically, every day
50%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Build estimates from templates and get approval by text with e-signature

Estimate templates (or treatment plans) for common procedures with low and high ranges, sent to the owner's phone to approve and sign, save time at the desk and reduce surprise bills.

Typically saves about 45% of the time2 h to set up
  1. 1Build estimate templates in your PIMS for your 15 most common procedures, with low and high ranges.
  2. 2Link them to the matching treatment plans so charges flow onto the invoice.
  3. 3Send estimates by text or the client app for e-signature and deposit.
  4. 4Review templates twice a year when prices change.

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

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.

VeterinarianVet receptionist / client service

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.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Veterinarian teams