2. Client Compliance Prepared by: Suzi Minahan- SWFL Area Manager Prepared for: XYZ Animal Clinic

3. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 3 What is Client Compliance?  Measuring the Standards of Care for Your Practice  Vaccinations  Heartworm Prevention and Testing  Spaying and Neutering  Nutrition  Wellness Testing  Dentistry  Physical Exams

4. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 4 Why Measure Compliance?  Identify Areas for Improvement  Identify opportunities for Growth  Identify Areas we do well  Comparison of practice to National Benchmarks and adhering to High Standards of Care  Adhering to the Practice’s Business Objectives

5. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 5 Can You Guess What is Next?

6. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 6 How Do We Measure Compliance?  30 active feline charts  30 active canine charts  Determine the clinic’s Protocols (SOC)?  Was therapy or treatment recommended?  Did the client follow the recommendation?

7. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 7 And Then We Compare!  National Benchmarks  Regional Benchmarks  Local Benchmarks (if available)

8. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 8 How Did We Stack Up?

9. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 9 Brandt Veterinary Clinic Overall Client Compliance: This visual indicator suggests your likelihood of practicing effective compliance, after analyzing your general protocols.

10. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 10 Our Percentages Canine: Feline: Distemper Combo: 93% 95% Rabies Vaccine: 97% 95% Heartworm Testing: 80% 0% Dental Prophylaxis: 67% 36% Presanesthesia Profiles: 100% 100% Senior Screening: 82% 55% Therapeutic Diets: 50% 71%

11. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 11 Strengths  Senior Screening Protocol  Vaccine Protocol  Great job on Follow-Up Phone Calls!  YOU HAVE ACHIEVED 100% COMPLIANCE ON PRE-ANESTHESIA TESTING

12. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 12 Weaknesses  Heartworm testing in Cats  Therapeutic Diets  Increase number of times recomendation is given  Heartworm Prevention Protocol  Dental Protocol

13. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 13 Analysis and Observations Felines  50% of Feline patient base is Senior  Of 30 patients sampled 21 required dental prophy but only 6 were reccomended, there is an opportunity to recommend 286 more procedures  You could recommend 222 more therapeutic diets  There may be lost opportunity due to patient recording  Consistency with recomendations and protocols

14. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 14 Canine  47% of Charts sampled were senior  93% of senior screening reccomendations were followed  Of 22 Dental Prophys needed (per your protocol) only 16 were recommended  There may be an opportunity 269 more dental procedures  There was 17 opportunities for therapeutic diet recommendations, but only 8 were recommended  Lost opportunities due to lack of patient recording

15. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 15 Lost Opportunities Canine: Feline: $133,000 $90,000  Better Medicine  Lost Revenue  Client Relationships

16. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 16 Compliance Gaps  Dentistry  Therapeutic Diets  Heartworm Prevention  Heartworm Testing

17. a strategic buying alliance phone: 888-275-6523 www.psi- inc.net 17 Bridging the Gap  Better job recording recommendations  Nutrition is Key to a Wellness Practice  Dental home care in addition to prophy’s  Reminders for Heartworm Prevention  Client Relationships-every visit/phone call is IMPORTANT!

18. Thank You!