Front desk training plan

A practical path through scheduling, patient flow, checkout, and client communication.

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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

Run the schedule

Book an appointmentSchedule a visit in under a minute and keep the team in sync. 4 min

Reschedule or cancelChange a booked visit without losing its history. 3 min

Check a patient inConfirm arrival and place the patient on the shared whiteboard. 3 min

Use the whiteboardSee confirmed, active, and completed visits in one place. 3 min

Send appointment remindersUse configured email or SMS to reduce missed visits. 4 min

Finish the visit

Capture visit chargesAdd performed services and dispensed products to the visit invoice. 4 min

Create and present an invoiceReview the bill, present it, and make it ready for collection. 4 min

Take a paymentCollect at checkout or record a payment handled elsewhere. 4 min

Place a balance in accounts receivableComplete the visit while preserving an unpaid balance and due date. 3 min

Help clients

Give a client portal accessShare one private link for pets, visits, invoices, and payments. 3 min

Manage appointment requestsReview client requests before placing them on the clinic schedule. 4 min

Send a client messageKeep email, activated SMS, and portal requests in one history. 4 min

Practice each workflow before marking it complete.

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