CLINIC HQ

3.1. Correctly Scheduling Appts

The cardinal rule in HQ is that appointments should be made in the name of the person/organization walking through the door with the animal.

There are many tools available for diluting the payment to another entity. For example, if Jane Smith has a voucher and the SPCA needs to be billed instead of Jane, you would make the appointment under Jane Smith and use the subsidy tools to subsidize the surgery and divert billing to the SPCA.

Examples:

  1. Jane Smith brings in her cat – the appointment is made under Jane Smith.
  2. The Raleigh SPCA brings in 10 animals – the appointments are made under Raleigh SPCA. (Even if some of the animals have owners — if the SPCA brings them to your door, then the appointments are under the SPCA.)
  3. A foster named Betty Jones brings in her foster puppy on behalf of the Raleigh SPCA. Betty is functioning as an extension of the SPCA. So, even though technically she’s walking through the door with her foster puppy, the appointment would be made under the SPCA, and she could be associated as a volume client owner.
  4. New pet parent Jamie Connelly brings in her new kitten, but she has a voucher, and the shelter is paying for the spay. The appointment would be made for Jamie Connelly, and a subsidy would be used to bill it to the SPCA.
  5. TNR trapper Shirley Walker likes to trap cats in her spare time. She’s brought in 6 cats but plans to bring 3 more this weekend. This one could go either way, but to be most efficient, it’s best to set her up as a volume client (or if you’ve already made public appointments for her for the other six cats, you can setup a volume client such as “Shirley Walker TNR” and merge her old public appointments into her new volume client profile.)

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