veterinary receptionist training

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veterinary receptionist training

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WEEK ONE

Days 1 & 2: Orientation & Fundamentals

  • Introduction to clinic policies, roles, and responsibilities
  • OSHA compliance, safety training, and emergency protocols
  • Observation of senior receptionists to understand workflow
  • Mastering phone etiquette: call handling, message-taking, and appointment scheduling
  • Basic animal handling and stress-free patient interactions
  • Understanding the importance of client experience and communication

Days 3 & 4: Front Desk Operations

  • Learning appointment scheduling software and system navigation
  • Reviewing medical terminology and basic veterinary procedures
  • Greeting clients and obtaining necessary patient information
  • Handling new client registration and consent forms
  • Managing pet weight checks and basic health screenings
  • Addressing client concerns with empathy and professionalism

Day 5: Introduction to Clinic Flow

  • Assisting with client check-in and check-out
  • Organizing paperwork and ensuring accurate patient records
  • Processing payments, invoices, and financial transactions
  • Understanding common veterinary services, vaccines, and procedures
  • Reviewing wait time management and client expectations

WEEK TWO

Days 1-4: Enhanced Skills & Daily Operations

  • Managing multiple phone lines and directing calls appropriately
  • Handling difficult clients and resolving complaints professionally
  • Understanding triage procedures and recognizing emergency cases
  • Controlling odors and maintaining a clean and welcoming front desk
  • Managing patient reminders, follow-ups, and appointment confirmations
  • Understanding and implementing infection control protocols

Day 5: Team Communication & Efficiency

  • Effective communication with veterinarians and technicians
  • Reviewing daily tasks, team coordination, and workflow optimization
  • Utilizing clinic software to log and update patient information
  • Learning procedures for controlled substances and prescription requests
  • Mastering end-of-shift responsibilities for a smooth clinic closing

WEEK THREE

Days 1-4: Advanced Client & Patient Care

  • Handling difficult cases with professionalism and empathy
  • Educating pet owners on common health concerns and preventive care
  • Assisting with prescription refills and coordinating with veterinarians
  • Understanding referral procedures and working with external specialists
  • Navigating insurance claims and financing options for pet care
  • Practicing confidentiality and ensuring compliance with clinic policies

Day 5: Emergency & Crisis Management

  • Training on recognizing patient distress and urgent medical needs
  • Assisting with emergency check-ins and quick patient transfers
  • Managing end-of-life conversations and appointments
  • Supporting clients during emotional veterinary visits
  • Practicing active listening and de-escalation techniques

WEEK FOUR

Days 1-4: Independent Work Under Supervision

  • Managing daily front desk responsibilities with minimal supervision
  • Improving efficiency in patient intake and client communication
  • Handling all aspects of appointment scheduling and coordination
  • Monitoring client feedback and implementing service improvements
  • Ensuring smooth clinic operations and reducing wait times

Day 5: Final Review & Competency Assessment

  • Employees will take a comprehensive quiz testing knowledge on all checklist topics
  • Practical skills evaluation in front desk management, communication, and workflow
  • Official certification of readiness for full veterinary receptionist responsibilities

 

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