Clinical team training plan

A guided path through patient review, documentation, treatments, and closeout.

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Get oriented

Your first clinic dayFollow one visit from booking through payment and handoff. 7 min

Find anything fastMove through OpenVPM and find the right client or patient. 3 min

Understand team rolesKnow what admins, veterinarians, technicians, and front desk can do. 4 min

Document the encounter

Document a visitRecord the clinical story and leave a durable handoff. 7 min

Record vitalsCapture measurements consistently at the point of care. 3 min

Write and finalize a SOAP noteDocument subjective, objective, assessment, and plan clearly. 6 min

Record clinical work

Record and review lab resultsComplete manual results and close the follow-up loop. 6 min

Create a prescriptionRecord medication instructions and connect dispensing to inventory. 5 min

Record a vaccinationDocument administration and keep recall dates accurate. 4 min

Complete the handoff

Complete discharge and follow-upCreate a durable owner handoff before finishing the visit. 5 min

Practice each workflow before marking it complete.

Use sample or non-production records until the team is comfortable with the full handoff.