Smarter Week

How to automate it

How to automate “chase unpaid bills”

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

30 min
typically, once a week
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Take payment by text link and card on file

Text-to-pay links, card on file and payment plans speed up checkout (owners can pay from the car) and get old balances paid without calls.

Typically saves about 50% of the time1 h to set up
  1. 1Turn on text-to-pay in your PIMS payments or client app.
  2. 2Store a card on file at drop-off for hospitalised patients.
  3. 3Offer payment plans or financing (for example CareCredit or Scratchpay) for bigger bills.
  4. 4Send automatic reminders for unpaid balances at 0, 15 and 30 days.

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 · CareCredit or Scratchpay

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.

Vet 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 Vet receptionists / client service