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Dustin Bays

Nov 09 2022

Overwhelmed and Won’t Give Up! Part 1

Uncharted veterinary podcast episode 204 cover image

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice manager Stephanie Goss jump back into the mailbag to make history. That's right, we got a topic we loved so much this week that we are splitting this episode into two! This week, we will dive into the headspace of the challenge facing our repeat mailbag writer who was previously feeling squashed and stubborn. They are still at it and just as stubborn as ever, only this time, they are struggling with not letting client frustration over scheduling woes get them down. They are booked pretty far in advance and doing all the things they can to manage the schedule and clients are still really frustrated. They are voicing it to the team and it is starting to crop up in online reviews and this doctor is asking for help in getting into a good headspace and not letting it get them or the team down. And also looking for help on how to communicate to clients that they have to wait and why it's okay to wait in some cases, without clients feeling brushed off. This was a super fun challenge of an episode – don't forget to stay tuned next week for part two – the action steps! Let's get into this…

Uncharted Veterinary Podcast · UVP – 204 – Overwhelmed And Won't Give Up! (Pt. 1)

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music or wherever you get your podcasts.

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


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Thank you to our sponsors! To learn more about this week's sponsor, GuardianVets, check out their website HERE.


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The Secret Sauce to Optimizing Workflow with Senani Ratnayake, RVT

Back by popular demand! It's time to take a look at the workflows that aren't working and come up with a plan to move forward with a strategy that makes sense.

Date: November 30

Time: 5:30pm ET/2:30pm PT – 7:30pm ET/4:30pm PT

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All Links: linktr.ee/UnchartedVet

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


Episode Transcript

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This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.

Andy Roark:
Hey Stephanie Goss, you got a second to talk about GuardianVets?

Stephanie Goss:
Yeah. What do you want to talk about?

Andy Roark:
Man, I hear from people all the time that are overwhelmed because the phones never stop ringing. And I'm sure you hear from these people as well, like our caseload is blowing up and the doctors are busy and the phones just don't stop.

Stephanie Goss:
They never stop. That is a true story.

Andy Roark:
I'm amazed by how few veterinarians knew about GuardianVets. This is a service where you have registered technicians who can jump in virtually and help you on the phones. You can flip the switch and GuardianVets can jump in and take some of the load off the front desk and they can handle your clients and get them booked for your appointments and give them support. And it really is a godsend.

Stephanie Goss:
Pre pandemic it was amazing to me how many people hadn't heard about it for after hours call help. But at this point, I can't believe how many people don't realize that they are offering help during the daytime as well, which I would think right now is a huge benefit to practices because everybody is shorthanded, everybody is drowning in phone calls. And so we talk about it. We've talked about GuardianVets a lot on the podcast and every time we do, we always get somebody who says, “What is that?”

Andy Roark:
Guys, if you're not familiar with GuardianVets, if you think that you could use them help on the phones or up the front desk, check them out. It's guardianvets.com. And if you mention our podcast, me and Stephanie Goss, you get a month free. So check it out, guardianvets.com.

Stephanie Goss:
Hey everybody, I am Stephanie Goss and this is another episode of the Uncharted Podcast. And this week on the podcast, Andy and I are making history. That's right, we had a fantastic email from the mailbag and I'm going to set it up in just a second. But it was so good that we decided to split this episode into two parts. That's right, we're tackling headspace and we're tackling action steps, but we had so much great conversation about this specific topic that we decided to make the headspace part one and the action part two. So if you love this week's episode, stay tuned because next week will be part two. We're going to cover all the action steps and we hope it's worth it for this little bit of a lengthier than normal episode because this is a fantastic topic that came to us from Squashed but Stubborn.
I just want to take a quick second and give a big shout shoutout to our friends at Banfield Pet Hospital for making the transcriptions of this podcast possible. The podcast transcripts are brought to you, thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity all across the veterinary profession. If you would love to find out more about the DEI initiatives for Banfield, you can head on over to the link in the show notes. And now let's get into this, shall we?

Announcer:
And now the Uncharted Podcast.

Andy Roark:
And we are back. It's me, Dr. Andy Roark and the one and only Stephanie, I'm a hard working Goss.

Stephanie Goss:
I do. I feel that this week. It is a hard working time of year. How's it going Andy Roark?

Andy Roark:
It's insane. It's insane and it is a very hard working time of year. Holy cripes, we got a lot going on.

Stephanie Goss:
Hell yeah.

Andy Roark:
We got two new uncharted team members last week. Last week we got two new and they are both bad A, bad mamajamas. People aren't going to even recognize Uncharted in about three years. We've got Batman's secret lair and we've got a lot of people down there building a bat mobile or two or three. It's going to be freaking nuts. So anyway, we've got awesome stuff going on here. How are you doing?

Stephanie Goss:
I'm good. It is busy. We have a lot on our plate. And it is that time when we're recording this, it's right before we do Get Sh*t Done. And I'm super, super excited about that. And then you and I and one of our other team members have an event the week after and it's just busy, busy, busy. And it's busy with the kids. So it's that time of year the weather is changing and it is crazy, but it is good. I'm here for it. I'm along for the ride.

Andy Roark:
Well, you write the book you need to read. It's like we put on the conference, we need to have… I'm like, “Boy, we really need a Get Sh*t Done conference.”

Stephanie Goss:
When you're overwhelmed.

Andy Roark:
Yeah, exactly right. When you're overwhelmed. That's exactly… Like, let's get some smarter people than us in here. Yeah, no it's funny. Boy, it's a stressful time here. Two stressful things. Tomorrow we go to the hospital. Allison's going to get the nasty little lump in the breast tissue under her left arm removed. And so that's a big time for us and our family and so a little bit stressed about that. And then the other stressful thing, I would say equally stressful, is on the advice of behaviorists that I interview on the other podcast I do, Cone of Shame-

Stephanie Goss:
Oh, no.

Andy Roark:
I moved my bad dog, Skipper, to food puzzles for his meals because he needs intellectual stimulation and he-

Stephanie Goss:
How's that working out for you?

Andy Roark:
He does not agree that food in a food puzzle is one of his two meals. That's it. He has chewed up the measuring cup and all the other things. He is still convinced that he is supposed to get food in a bowl twice a day and a certain amount of food in a bowl. What is being introduced in the food puzzle, he does not see that as a substitute for it.

Stephanie Goss:
Sure.

Andy Roark:
Which I kind of get because if you gave me a lasagna in a lockbox and I got into it and you were like, “Well that was your dinner,” I'd be like, “Oh no. Dinner comes on the table.”

Stephanie Goss:
Right.

Andy Roark:
“Dinner's on a plate. This was just lockbox lasagna. This is extra.

Stephanie Goss:
Lockbox lasagna. I love it.

Andy Roark:
Yeah. So I get it. But he'd chewed up the measuring cup this morning.

Stephanie Goss:
Oh gosh.

Andy Roark:
Yeah, that's where we are.

Stephanie Goss:
He's one of a kind. That's going to work.

Andy Roark:
Yeah. Oh wow.

Stephanie Goss:
Oh man. Well, I am-

Andy Roark:
Well, that's how things are going here.

Stephanie Goss:
I am super excited. We have got a letter from a practice owner, and this excites me because I think it falls in line with a lot of the kind of questions that our community members have been asking and we're getting ready to Get Sh*t Done in a week, but then we're already thinking ahead to December for our Practice Owner Summit. And I'm super excited to tackle questions like this because I think so many practice leaders and practice owners in particular are feeling overwhelmed but also feeling this fighting spirit of like, “I'm going to figure this out.” So I love seeing questions like this.
It came to us from our previous writer in the mailbag who said, “This is how you know me. And I'm still stubborn, but I am in a new place and I am feeling a little bit apathetic, which is not me.” Their clinic is scheduled weeks out and have gotten to the place where they're not taking new clients. They lost half of their licensed technician team in the last year and they lost two and half doctors to it sounds like retirement and life. So nothing that anybody can control. Just had some changes. “I say two and a half because one of the doctors that retired this year has already come back part-time to help us out because we're so overwhelmed.”
They said, “I can't get my regular clients in. I'm struggling with what to say and how to say it when it comes to us not having an appointment for their first time issues for things like never been itchy before and now has flaming allergies or has crazy diarrhea.” These are things that they know that they need to be seen for and they want to get them in and they just don't have a space to do with them and to put them.
This practice owner was like, “Look, I know what to do with the immediate, urgent fire things that we can't handle, but what do I do with those things that I know need to be seen but won't go to the emergency room and I can't see them for days or weeks and I'm struggling to explain it myself. And also my team is struggling to explain it to clients in a way that isn't then opening up the doors to negativity and criticism.”
And so this doctor was like, “Look, I've been the anti negative review person for a long time, but really the client's reviews matter to me. Don't tell anybody. Don't tell, but it does. I take it to heart. It matters. And they're struggling. What do I say? Like, ‘I can't help you because my client or my doctors are about to go get other jobs because they're too overwhelmed and they're too overworked'? I feel like I'm running out of ideas and I need a strategy.”
They are just in that rut where they are overwhelmed, they have too small of a staff to handle their patient load. Everybody's constantly in training and they just don't know how to direct that energy at clients in a way that doesn't feel negative when it feels like clients are just like, “Help me, help me, help me.” And so he said, “I need help. Sighed. I can't give up. I won't.” And I just loved this question because they are not alone. We get this question a lot. I think it's just such a good one for us to tackle as we head into what's another usually crazy part of the year for most clinics.

Andy Roark:
Yeah. This is the defining question of vet medicine right now, in my experience. This is the question that people ask me all the time. There is no beautiful, “Hey, I have the solution you haven't thought of answer.” But there are absolutely best practices, and I think that's really important. I was really glad to see this question come through the mailbag because we got a lot of experience answering it at this point. There are best practices, there is really good headspace that I personally think is really, really important. And I want to try to lay it down eloquently today if I can. But headspace, it really matters.
And then the other thing is what can you actually do and what can you actually control? I think that there are things that you can do and that you can control.

Stephanie Goss:
Yeah, totally.

Andy Roark:
I'm excited to get into this and start to lay this stuff down. You ready?

Stephanie Goss:
Yeah, let's do it.

Andy Roark:
All right. So let's start with some head space.

Stephanie Goss:
Okay.

Andy Roark:
Okay. All right. I don't know what happened with their doctors, things like that. There's two contributing factors. One of them is what I call walking the rain and one of them is called the death spiral. So I'm going to talk about both of them in kind of how I see this, but I know that I don't have any more information than what you guys just heard from this mailbag. So anyway, that's it.
All right. I mentioned starting this podcast that tomorrow my wife and I are going to the hospital to deal with this breast cancer. And it sucks, my friends. I do not recommend… If anyone's like, “Hey, you want to try breast cancer?” You should say no. You should say no. If you are given the option, hard pass. Hard pass. My wife is… She wouldn't mind me saying this. She's 43 years old. Why does someone who's 43 have breast cancer? Why does that happen? And the answer is, I don't know. I don't know what happens. I don't know why sometimes we end up with a bunch of patients and we can't hire people. You know what I mean? I don't know why sometimes really great staff members move away and go to somewhere else. I don't think we did anything wrong. You can't convince me that we did anything wrong.
Sometimes through no fault of our own, we have to walk in the rain. And that's kind of how I put it, is because I don't have any control. You guys have probably heard me talk in the podcast before. I think that I say we're all backpackers. And that's really what I believe. I believe that we're all out exploring this profession in this world and we're all walking. And hopefully we find good partners to walk with. Sometimes we walk with a team. And that's great, but at some point we're all walking. And we all walk and sometimes we get beautiful views and sometimes we get eaten by mosquitoes and sometimes it pours rain on us.
There's really not a lot of options that we have other than be smart in how we pick our paths. And if we find ourselves circling back to the same spot again and again and again, we need to pick a different path. We need to change that. But there is truth at some point you're just going to walk and sometimes you're going to climb big hills and there is no path that does not have hills on it and there is no path that doesn't have mosquitoes on it and there is no path that doesn't get rained on.
And so sometimes guys, we just get rained on and we have to walk in the rain. We can be angry about it or we can be sad about it or we can sing a song while we get rained on. That is generally the power that we have. But we have the power to choose our path. But you should still know that every path gets rained on. And so I put that forward first when I say sometimes staff leave. So many of us are shorthanded. And guys, it's really, really hard to hire people right now. And I'm talking about across the US and Canada. Boy, it is very, very difficult to get people. We have a labor shortage. And so if you're looking around and you're like, “Gosh, I can't hire people and we've got a ton of work,” I want to put forward the idea that you're probably not doing anything wrong. You're probably just walking in the rain like the rest of us are. And so I want to remove those feelings of guilt first of all.

Stephanie Goss:
Yeah, I think the other thing that's really important about the metaphor, because I think it's such a good one and it's certainly more positive than thinking life sucks sometimes, right?

Andy Roark:
Yeah.

Stephanie Goss:
That's how I looked at things for a really long time. But I love the idea that yeah, it does, but you just have a choice. I think the danger is that there are people in the world who are eternal optimists and who always try and look at things on the sunny side and who will look at this and say, “You can choose to sing while you're walking in the rain.” There are certainly times where that is the tool that I want to reach for. And I also just think that it's important to say like, “Sometimes you need to just sit in the rain and cry,” right? And that's okay too. Sometimes somebody joins you and then you have a friend. Sometimes you run to try and outrun the mosquitoes.
The reality is the choices that you're making are not wrong. I think this is one of those places where it's really easy to beat ourselves up because we are perfectionists in veterinary medicine and it's really easy to focus on, “Well, I feel really, really crappy about this and I'm sad and I'm mad and I don't know what to do to help my team and I feel lost.” And it's really easy to add more emotions to that by letting yourself sink into the guilt by feeling like, “Well, I should figure out how to sing in the rain and be happy about this.” I think it's really important to acknowledge all of the emotions are valid and you're going to go through all of them. That's the whole point. It should always be this cycle.
And at some point, if you sit there in the rain too long, you're going to get pruny and you're going to have side effects from it. And so yes, you shouldn't sit there forever. There should be then the place where you pick yourself up and you figure out how you start walking again, right? But in the moment, don't let yourself feel bad for wherever you are on that journey. And if you need to stop, you need to stop. That's why I loved how they started with, “Okay, well I thought a stopping point would be not taking new clients. And so I did that thing,” right?

Andy Roark:
Yeah, totally.

Stephanie Goss:
So I think it's really important to acknowledge that there are places along the way that all of us are going to stop and there's nothing wrong with that.

Andy Roark:
Right. I agree. Well, that's another part that I put to this backpacking metaphor, is if anyone who goes out in backpacks, you better take breaks. There's no scenario where you get up and you put your pack on your back in the morning and you walk all day and you never stop and drink some water. Breaks are required to enjoy backpacking. If you're walking and walking and you never stop to rest for a minute or have a snack or have a drink of water, I think you're doing it wrong.
There are some people who sit down and take a break and just never get back up and get going again, and that's not good either. But again, and I'll move on past this metaphor in a second, I really like the idea of just imagine that you're walking in a crappy place. There is a desire to hustle to get through that place. And I think that that's good. However, there's also a thing where you say, “This is a big stretch of bad place. I'm going to have to take some breaks here. I cannot sprint five miles down this trail. I can't. I'm going to have to walk. I'm going to take care of myself. I'm going to take breaks. Even though it's not where I want to be, but I'm going to rest because I can't push myself and I can't push my team hard without stopping to get through this to come to the other side.”
And again, if it's raining, you can push yourself as hard as you want. It's still going to rain. So anyway, that's it. But I want to put that forward because I feel like when we start talking about this, I think a lot of people are wrestling with a lot of guilt. And I just want to put forward that, “Hey, this is probably not about you. This is a hard time for a lot of practices.” And there's not a magic answer. Sometimes we walk in the rain.
And so I think to our writer I would say, “Hey buddy, you're walking in the rain, and that's all right.” I don't expect most of us to sing in the rain. I'm not pushing those sorts of things. But I would say the most enlightened of us can still enjoy the views even when it's raining when we come to them. And I really think that's the key. If you are miserable in the rain and you can't enjoy the views and you can't enjoy anything at all because all you can focus on is it's raining, I think that's a really hard, really dark place to be. I think enlightenment is being aware that it's raining and still saying, “You know what? I'm going to appreciate where I am and I'm going to appreciate what I have. I'm going to stop and I'm going to celebrate the beauty that I find even though it's in the rain.”
So anyway, that's the first thing I talk about. So I want to put that head space out and say, “Hey, sometimes we walk in the rain and we need to put the guilt aside.”

Stephanie Goss:
Sure.

Andy Roark:
The other part of that I see in a lot of practices that are in this place is what I call the death spiral. The death spiral is this, it's where we say, “I am super overwhelmed and we have so much to work to do. There's nothing we can do but put our head down and work, work, work really hard to get through it.” And what happens is, and we have the best of intentions, it is 100%. It's not about, “I want to make all the money. It's not that.” It's, “People need my help and I need to go and there's no other alternative but to put our head down and just work, work, work.” And what happens is you burn out your people.

Stephanie Goss:
Sure.

Andy Roark:
And they quit because they don't own the practice. And so they say, “I'm miserable. I'm stressed. I'm burned out. I come home and I cry at night. My spouse is telling me that this is not acceptable.”

Stephanie Goss:
[inaudible 00:20:12]. Yeah.

Andy Roark:
“This is affecting me. I have to take care of myself and I'm going to leave.” And basically going back to our backpacking metaphor, this is someone that we forced marched to the point that they say, “I'm not hiking with you anymore. I'm getting off this trail.” And they leave. And now you're in a worse place because you have fewer team members. You know what I mean?

Stephanie Goss:
Yeah.

Andy Roark:
And I saw that. I saw this during the pandemic it was a big one because I saw people put their head down and work because they thought that was the answer. And then they burn their people out and their people quit. And now they have just as much demand for their services with a smaller team. And so that goes back. And all that stuff ties together and it's really important. Like I said, a lot of times people leave because their spouse gets another job or they get another offer.
I had one of my favorite doctors in the world say to me that he had just lost one of his licensed technicians and he said, “I can't blame her. She got a job 30 minutes closer to home and at $6 an hour more than I can pay. I can't blame her for taking that.” And I was like, “Good. You shouldn't blame her for taking that. And you also shouldn't feel guilty if you can't magically make her be 30 minutes closer to…” I mean the 30 minutes is a big deal and then $6 an hour. If you can't pay that, then you can't pay that and you shouldn't beat yourself up about it. But you should also not hold it against her or feel bad that she went to this other place.
So I think a lot of it is that accepting where other people are and knowing, “Okay, I cannot drive these people. If I drive these people until they quit, then now I'm making this worse. I can't control the rain, but I can control whether or not we let people rest and how we take care of them and how we respond. And so anyway, the death spiral is the other part of this that I see where people say there is no answer but through as hard as we can go. And you end up burning your people out and then you lose them. The patient number doesn't go down, it stays the same but you're more shorthanded.

Stephanie Goss:
Hey friends, there is a workshop coming up that some of you are not going to want to miss. This last weekend was Uncharted Get Shit Done. There was a lot of conversation about workflow challenges in our practice and how a lot of us are struggling with things not working very well. Things feel pretty inefficient. We're all struggling to do more with less, less time, less people, less resources. There was a lot of conversation about how do we get more efficient and effective in our workflows.
And so while a lot of you were there with us this weekend, not all of you were. And so I want to give you all an opportunity to join us coming up in November, November 30th at 5:30 Eastern, 2:30 Pacific, we are offering a two-hour workshop with my dear friend, Senani Ratnayake. Senani is an RVT. So she is a licensed technician, she is a general badass, she is a practice management consultant and she loves talking about workflow. And so Senani has agreed to come back and lead a workshop that was voted one of our most popular in all of 2021 in Uncharted, and that is the Secret Sauce to Optimizing Workflow. This two-hour workshop is here to help you and your team dissect your workflow so that you can get out of the place where everything feels inefficient and ineffective. So if you are struggling with efficiency and effectiveness in your practice, head on over to unchartedvet.com/events and sign up for the workshop. We would love to see you there. And now back to the podcast.

Stephanie Goss:
I think this is one that is really hard for a lot of leaders to wrap their heads around because they care so much about their patients and they care about their teams too. They care about their clients, they want to make everybody happy, right? We're a field full of perfectionist people pleasers. Let's be honest about what we are. And so there are a lot of leaders who look at it and say,” Well I just want to take care of the patients. Everybody let's huddle together and let's support each other, but also let's lean in and just do the thing.” I think that it's done with the best of intentions.
The thing that I always struggled with, and I had several partners in practice, whether it's medical director or a co-owner, where we butted heads about this because it is not a single option here because the other side of this coin is that there are people to take care of and there are people to consider as well. We want to do right by our patients and at the same time we also need to do right by our clients and our team. It's really easy to reach for the pet lever and pull it because we all have empathy. And even the people who are here because they people care about the patients and care about the animals. And so when we say like, “Let's just put our heads down. Let's take care of all of our patients. We want to be there for them,” that's a really easy one. And I think it's one to remind ourselves like, before you pull that lever is really important to take the step back and look at it from the people perspective as well.
I say this for two reasons. One, to the point you brought up, Andy, which is that if you put your heads down and just work and work and work, and I saw this with lots of my colleagues during the pandemic, people will leave. They will 100% leave. They'll get overwhelmed, they will burn out and they will leave. And then you are worse off.
And also we are superheroes, all of us. We do amazing things for our patients every single day. And at the same time, what level of medicine can we practice when we're down three or four people? Can we be our best team of superheroes when we are not rested, when we worked a 16 hour day, we went home and slept for five or six hours and then we come back and do it again? The reality is you can do that for a short period of time, but that's not sustainable long term. And that's where I think it's important to think about the people side of it.
The other piece that I encourage a lot of us to think about that I think we don't, we should think about it more than we do is the client piece of it. Because just as much as we are there for our patients, we also need to be there for our clients. And are we serving our clients if we are driving our teams to take care of our patients and we are overwhelmed and we are running behind. And now we shift the business model so that clients are constantly on hold, they're waiting hours because we've taken in more patients than we can see, they're not getting calls back. And we are doing our best. Don't get me wrong. We are trying to take care of those clients. But are we serving them in the best way possible when we just put our head down into, your point, go into that death spiral and focus solely on, “Let's just take care of the patients. We have to be there to take care of the patients”?
And so I think it's really, really important to consider that you cannot pull one of these levers, either of them, pets or people, without it becoming a lopsided equation. And so I think it's really, really important from a head space perspective to consider the fact that we have to consider both sides of it and really try and figure out how do we strike that balance. And it's hard. Don't get me wrong. I have done this. I have done this wrong. I have had it go well, but I've also done it really wrong. And so I think it's important piece of head space to keep in mind because so many of us immediately, myself included, can lean into the patient piece of it because that's what we're here for, and forget about the people piece of it, and it is equally important to the balance.

Andy Roark:
Well, that is the leadership challenge, isn't it? I mean, it's the classic challenge of getting the most out of your people so that you can pursue your goal, your mission, your purpose, the reason that we do this. We need people to work hard and we want to get the most out of them. But you can push that too far until they break and people say, “Well, where is that line?” And I go, “Boy, that line is a moving target, isn't it?”

Stephanie Goss:
Yes.

Andy Roark:
And sometimes your people… I mean, I've had it with our team. With our team, there was a time everybody on our team was sick. It was funny. We had COVID go through our office, which is funny because we're virtual and we lived hundreds of miles apart from each other, yet we all got COVID. Like within two weeks, I got it.

Stephanie Goss:
It is true.

Andy Roark:
Yeah. We had that happen at one point and you go, “Boy, cracking the whip and really pushing people.” Not “We crack the whip,” but you get the point. We're really trying to push people hard.

Stephanie Goss:
We had a ton of deadlines. Yeah, It was crazy busy.

Andy Roark:
I was like we were busy but also our people were just down and sick and you go, “Look, we're not going to get the work done that we would get done when people are healthy. And trying to get that same amount of work done right now is a bad idea because all we're going to do is really break people.” So it's always that balance of as the leader, you have challenge that every sports coach has, which is “How do I motivate? How do I inspire? How do I get the most out of my people without pushing them to the point that they get injured or that they don't enjoy playing this game anymore and they don't come back?” That's the real challenge that we all have here. And so we need to keep that.
When I talk about getting the most out of people and sort of building this thing and the mission and the purpose in where we're going, the last part I want to bring up in headspace is the sunk cost fallacy because I see this really messing with a lot of people's heads right now.
What happens in the sunk cost fallacy, the sunk cost fallacy is the idea that I have invested so much to get here. Stepping back or changing what I'm doing now feels like I wasted that energy to get here. And so what that looks like right now in a lot of places is we built our clientele up to a certain level. We built, we have 10 exam rooms now and we have been seeing X number of clients a day and not using some of those exam rooms feels like failure. Significantly, reducing the number of clients we see a day, that feels like mega failure.

Stephanie Goss:
Sure.

Andy Roark:
Like, “I worked 10 years to get to this place where we did this amount of cases and everything and now going back down feels like all the energy we spent to get here was wasted.” And that's the sunk cost fallacy. And so the last thing I'm going to call out head space wise before we go into this is to say, “Hey, I see you there. I see you overwhelmed. I see you struggling. You need to not think about what you've done in the past. You need to do the mental exercise of thinking, if you were starting your practice right now today with the team that you have, how many exam rooms would you run and how many patients would you see? And the number of patients that you saw two years ago, that doesn't matter because it's not two years ago, it's today.”
Realistic expectations about if we were starting right now today, what would we service? And the fact that we serviced more last year when we had two and a half more technicians and two more doctors than we have today, that doesn't matter because that ain't where we're living right now.

Stephanie Goss:
Nope. And listen, this is one of the things that I struggled with the most in practice, particularly in my journey as a corporate practice manager, and I'm going to talk to my fellow colleagues here for a second, because when we run our practices from a leadership perspective, it is our job as business people to be concerned about the numbers. I'm not going to lie, that is part of your job. As the business side of the leadership, your job is to think about the numbers. And to your point Andy, our practices should be built on what can we do when we are efficient and effective, right?

Andy Roark:
Yeah.

Stephanie Goss:
How can we maximize seeing and doing the best work for the best number of patients? And we know that when we practice good medicine like that, the revenue follows. And that is good thing, right? And at the same time, it's really, really easy to get caught up in micromanaging or being micromanaged to the numbers. And so a lot of us, particularly those of us who have managed in corporate medicine, say, “Well, we have to see certain number of cases because our whole structure is built on that.”
The thing that I will tell you, and don't get me wrong, it got me in trouble more than once, but I will say I stand by it. The reality is, if your practice, any practice, private corporate does not matter, if your practice can't stand to say, “This month we are going to change things and it's not permanent, but right this second this is what's best for the people. Whether it's the clients, your team, a combination of all of the above, we're going to step back and we are going to see 10 patients a day instead of 25,” or whatever it is that you need to do-

Andy Roark:
That's quite a step.

Stephanie Goss:
But here's the thing, if you go from four doctors to one, going from 25 patients a day to 10, maybe your only option, right?

Andy Roark:
Yeah.

Stephanie Goss:
So even if you can't, you have to be able to take even a radical step like that for a short period of time. If your practice can't sustain that, you weren't running a good business in the first place. You should be able to sustain that for a short period of time, right? You should be able to pivot and do what you need to do for a short period of time. And that short period of time is going to be different for all of us. We are all in different places in our business. We all have different levels of buffer. We all have different levels of reserves in the bank. I recognize that all of those things matter. But if we're running it so close to the line that we have to live forever in the place of sunk cost fallacy and we can't look at things and say, “I am going to make these changes temporarily to take care of my people, to take care of my clients,” whatever the reason is, then we have to change the business model because it's not going to work for anyone long term.

Andy Roark:
Boy, leadership in modern vet medicine is more about advocating up the chain than it's ever been before. Don't you agree?

Stephanie Goss:
100%.

Andy Roark:
Boy, wouldn't it be great if there was a place like a community that you could go and you could work with other people who have the same struggles and advocate up the chain for their people and that would provide ongoing support and guidance and lessons learned and hard fought battle experience? Wouldn't that be amazing?

Stephanie Goss:
Uh-huh. That would be so amazing.

Andy Roark:
God, I can't think of a place like that.

Stephanie Goss:
Neither… I wonder where one might exist.

Andy Roark:
Oh, there's a place, it's called Unchartered Veterinary Community and that is what we do. We have literally hundreds of leaders who are in corporate practice that are also leading teams on the ground. We work with them because that's what we do. And yeah, we 100% help people advocate up and down the chain. And you're like, “No one's ever told me how to communicate up the chain to take care of my people.” I was like, “Well, that's the thing that we definitely do at Unchartered.” So if you're interested in that, then check us out.
Wait, there's one more thing. I said that was my last thing to say and now I'm like, “Oh, there's one more thing I have to say because, and I hadn't planned on talking about this, but then when you were going through what this person said in their letter, there's one thing that popped out and it hit me like a thorn. It was like a splinter and I'm like, “That's going to hang with me and it's going to bother the heck out of me.”

Stephanie Goss:
Okay.

Andy Roark:
This person said their clients won't go to the emergency room, right?

Stephanie Goss:
Uh-huh.

Andy Roark:
And what they were saying was like, it's like an allergy flare up.

Stephanie Goss:
Sure.

Andy Roark:
And they won't go to the emergency room. And it's like, I get it. I can 100% understand the person saying, “I don't want to pay that money to go to that emergency room and I don't want to go there and wait for hours to get seen.” I totally get it for sure. But this is a thing, and this is going to sound maybe a bit harsh, but I need everybody to hear it, right? It is not your responsibility to solve the problem of a pet owner that won't go to the emergency room or they won't go somewhere else. That doesn't mean I'm heartless, it doesn't mean don't care. I totally do care. But in order for you to keep your sanity, you need to know that that's not your pet, and all you can do is advocate and be honest and compassionate and do the best that you can do without burning yourself out, right?

Stephanie Goss:
Yes.

Andy Roark:
Because you giving everything you can today and leaving this profession in three years, that is not the best outcome. And I say this because I can see it in the writing of the person who wrote in. I see all the time guys, the trap in vet medicine is people jump in, they say, “I'm here for the pets and the people and I'm going to take care of them.” And they do everything they can for five years and they burn out and they leave the profession. And I say, “You know what? If you had made some hard calls and set some boundaries that made you unpopular at the time, you would still be here 10 years from now and the net number of people and pets you would've helped is much greater.”
And so the greatest outcome over your life is not seeing everything that you can see and taking responsibility for everything. It is being honest about what you can do and taking care of yourself, working hard of course, but still setting those boundaries. And so it sounds awful when I say it's not my responsibility to handle problems when the pet owner says, “Well, I'm not going somewhere else.” And I would say, your job is to present them honestly with their options and to set clear expectations and let them know what you can do and what you can't do. And that is what they have to decide. So maybe they're not going to take their allergy dog to the emergency clinic.
And here's another thing that's really, really hard for vets to hear. If I can't see your pet because I am swamped and overwhelmed, I'm going to recommend you go to a different vet practice. And people go, “That is harassing. Oh my god.” There's some competitiveness to it. There is some scarcity mentality. There is the fear that one day I'm not going to have enough clients and I'm going to go out of business and we're all going to live in a box by the street.

Stephanie Goss:
Under the tree. Uh-huh.

Andy Roark:
Under the trees. All of those things are scarcity mentality that kick in. But I'm saying is in order to feel whole, is to look around and say, “I can't see you. You're not willing to go to the emergency clinic and pay emergency prices. I don't see this changing in the near future and your pet is having an allergy flare up. My recommendation is that you need to go find another veterinary clinic and I'll send your records over. I hate it, but I'm just being honest with you. I can't get you in and I don't want your pet to suffer and this is what I'm doing.”

Stephanie Goss:
Yeah. I think that is such a struggle for us in veterinary medicine for so-

Andy Roark:
People hate it.

Stephanie Goss:
… Oh my god, for so many reasons. But I'll also tell you it feels like this boring concept, and it shouldn't. Because at the end of the day, we are in the customer service business. And let me tell you, when I was really young, when I was at university, I was a manager for a book chains. It's not around anymore, but I worked for Borders and was the manager for the children's department. I was covering at the customer service desk one day and we had a customer come up to the desk and they were looking for a particular book and we didn't have it in stock and I wasn't going to be able to get it for two and a half or three weeks. And they were just like, “Thanks, but I really wanted to get it.” And I said, “Well, hang on. Do you have just a moment?” I said, “Let me see if anywhere else locally has it.”
The next closest Borders to us was like 45 minutes away. So it was like this poor customer is looking for this thing. And they had told me why and it was for school and it was really important. So I picked up the phone and I called Barnes & Nobles, which was 10 minutes down the street, and I said, “Hey, do you happen to have a copy of this? I'm calling from Borders.” And they put me on hold and then they said yes. And I said, “Great, I have a customer here.” I gave them her name and I said, “I'm going to send her over. Can you set it aside for her at the front desk?” And they were like, “Yeah.”
And that client was like, “Oh my gosh, I can't believe. Did you say Barnes & Nobles? Are you sure?” And I said, “Yeah, it's right down the street. Go ahead. They have it waiting at the front desk for you.” She went. And it was so funny because it was on and she went on her day and I didn't think about it. Later that night I got a page to come to the customer service desk and I go up to the customer service desk and the woman is standing there and she has a bag in her hand and a coffee and she's just like, “I had no idea what you liked, but I just wanted to say thank you. You saved my day for school.” She's like, “I picked it up.” And she's like, “But I just want you to know I'm going to come back here.”

Andy Roark:
Wow.

Stephanie Goss:
“It made a huge difference in my day. And the fact that you would send me to your competitor, that means something to me.” And then I saw her over and over because she would come in once a week to do school stuff. It stuck with me because I just didn't think twice about it. I had a conversation with my manager about it. And they were just like, “Well, but you sent her to a competitor.” And I was like, “Yeah, but she's a loyal client now. She's a loyal customer. She's coming back. So what? So we lost the $10 on that book sale, but look at what we've gained in the long term in that relationship.”
I think it's really important and it stuck with me and I have used that for myself and with my team, especially my client service team. Because at the end of the day, we are here to take care of our patients and our clients. And if there's something that we can do that is better for that pet than the care we can provide, or different care that we can't provide for that pet, we should have no doubt in our mind to send them to someone even just down the street, right?
And so if that client is telling you, “I can't go to the emergency hospital for whatever reason,” but their pet is miserable, then I love that you said that because sometimes the answer should be, “Okay, I really feel strongly that this shouldn't wait. And so if you're not willing to do this, here's my suggestion.” Because you know what the alternative is? The alternative is they're going to go home and they're going to do what that customer would done, which is look it up herself, see that the Barnes & Noble down the street has it and go there anyways. So they're going to go home, they're going to Dr. Google and they're going to either find somebody else's care or they're going to try and treat things themselves. So it really matters to me that we keep in mind that we are in the customer service business at the end of the day.
And so I will tell you, there have been times where I've spent sent really good clients to our competition. Because here's the thing that I know, I know that if I take care of those clients, if I help them, they will on an overwhelming average comeback, even really good clients. And people are like, “Oh my God, but what if they have a better experience at that hospital? And what if we lose them as a client?”, then we weren't doing our jobs. If they could go for a one and done appointment and be so impressed by somebody else, that's okay. That teaches us some lessons about where we have opportunities as a practice. And if you're not willing to take those risks as a leader, I think you're selling yourself and your team short.

Andy Roark:
Yeah. Well, we create this inescapable trap for ourselves where it's like we are overwhelmed and we can't see all the pets. And also the idea of referring them to someone else is-

Stephanie Goss:
Yes, but nobody else can [inaudible 00:43:48].

Andy Roark:
… absolutely unacceptable. And they go, “Wait a second, you have 100% created this soul sucking trap that's burning you and your people out.” And I go, “This isn't worth it.' The other thing too is I would say let your purpose guide you. I have just found in life that if you have a purpose and that's what you follow, everything else seems to work itself out. You know what I mean? If you believe, I say, “I'm going to do what's best for pets,” and you set your prices appropriately, you will have a healthy business because you will take care of pets and make sure that the money makes sense and it works. But you can 100% focus not on the money, but on taking care of the pets and the money will take care of itself.
The same thing is true with this, is if you want to take care of the pets, at some point, that might mean I can't get these pets in and I'm sending them away, then you're going to sleep well at night knowing that you did what was best for pets and you're not going to burn out and quit and you'll be here years from now.
And so anyway, the idea that you would send people away because you're overwhelmed and then all of a sudden you can't get enough people to come in and support your business, I don't buy that. I don't believe that. I think that's a scarcity mentality and it's a recipe for disaster.

Stephanie Goss:
Yeah.

Andy Roark:
Hey, we are about 40 some minutes into this episode and I feel like this has all been really good head space, and I know a lot of people are really struggling with this. I don't want to sprint through the action steps. Are you okay Stephanie, what if we split this episode and then next week we'll come back and we'll just do action steps?

Stephanie Goss:
Yeah, let's do it. We're going to try something different, everybody. I love this because we've got some good action steps and I don't want to rush into these, Andy. Let's take our time and let's do it. So let's do our first two parter.

Andy Roark:
Our first two parter. Yeah, I think that's it. I'm looking at the action steps and stuff I have kind of laid out here that I want to unpack them. I think they're really helpful. So let's not rush. Let's just do head space right here. We're going to call this an episode.

Stephanie Goss:
Part one.

Andy Roark:
And then we'll see guys back next week and we will run through the rest of our action steps.

Stephanie Goss:
Stay tuned overwhelmed and won't give up because we'll be back.
Well, again, that's a wrap on another episode of the podcast. And as always, this was so fun to dive into the mail bag and answer this question. I would really love to see more things like this come through the mail bag. If there is something that you would love to have us talk about on the podcast or a question that you are hoping that we might be able to help with, feel free to reach out and send us a message. You can always find the mail bag at the website. The address is unchartedvet.com/mailbag, or you can email us at podcast@unchartedvet.com. Take care everybody and have a great week. We'll see you again next time.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: culture, fatigue

Nov 02 2022

Unforgiving Doctor is Ticking Off the Staff

This week on the podcast…

Bret Canfield joins Dr. Andy Roark to take a MEATY question from the mailbag. When you have a doctor who came from a toxic clinic and now has serious trust issues with staff, how do you coach him or her through that behavior? Are you at risk of driving this doctor away? Let's get into it!

Uncharted Veterinary Podcast · UVP – 203 – Unforgiving Doctor Is Ticking Off The Staff

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music or wherever you get your podcasts.

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


Upcoming Events

JOIN UNCHARTED! https://unchartedvet.com/registration/

Uncharted Practice Owner Summit: https://unchartedvet.com/upcoming-events/

More Resources From The Episode

Belbin Team Roles: https://belbinnorthamerica.com/?gclid=CjwKCAjw0dKXBhBPEiwA2bmObTTWlmfL57KtkwfIdV74o5ksSzg_Usn4bbdKrQGgztenwwRDgCTa_hoCCRcQAvD_BwE

Radical Candor TED Talk: https://www.youtube.com/watch?v=4yODalLQ2lM&ab_channel=FreshBooksUniversity

Crucial Conversations (Amazon): https://www.amazon.com/Crucial-Conversations-Tools-Talking-Stakes-ebook/dp/B093Y3N433/ref=sr_1_1?keywords=crucial+conversations&qid=1660245538&sprefix=crucial+%2Caps%2C88&sr=8-1


Episode Transcript

Banfield Pet Hospital Logo

This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.

Dr. Andy Roark:
Welcome everybody to The Uncharted Veterinary Podcast. I am your host, Dr. Andy Roark. Guys, I am here today with the one and only, Bret Canfield. Guys, I'm going to introduce Bret in just a minute. He has been working with Uncharted for a couple years now. I like to have him on lectures and conferences. He's a fantastic lecturer. He and I are going to be breaking down questions from the mail bag. It's all about we have a project owner who is a golden retriever and we have an associate vet that's the opposite of a golden retriever and they get along well, but the staff doesn't handle this mixture of the two doctors.
Also, our non-golden retriever tends to be a bit critical when people make mistakes and it's off putting, especially to new staff members. It's a coaching conversation, guys. It is a really good one. I hope that you guys will enjoy it. Also, at the end of this episode, I mention that Bret is going to be joining me and Stephanie Goss at our Uncharted Practice Owner Summit. I'm not sure with the dates, but I'm going to tell you right now that the Practice Owner Summit is in person in December. It's the 8th through the 10th, confirming that. Yup, it is December 8th through the 10th in Greenville, South Carolina, my hometown at the Westin Poinsett. We are going to be getting together. It's only open to practice owners. It's only open to practice owners who are Uncharted members.
So, if you are one of those people, if you're both of those, go ahead and get registered. You can't get registered yet. Registration is coming. Click on your calendar. Mark yourself out of the clinic, December 8th through the 10th. If you are not an Uncharted member, but a practice owner and you're like, “I want to hang out with other practice owners,” go ahead and get your Uncharted membership. Guys, let's get on to this.

Meg:
Now The Uncharted Podcast.

Dr. Andy Roark:
Welcome to the podcast. Welcome to the podcast, Bret Canfield. How are you?

Bret Canfield:
Fabulous. How are you doing?

Dr. Andy Roark:
I'm doing really well, man. I really appreciate you coming here and making time to work through this with me. How have you been?

Bret Canfield:
Life has been good. I mean, it's veterinary medicine so it's chaotic and it's busy and hectic and we wouldn't have it any other way, right?

Dr. Andy Roark:
Yeah. Oh, yeah. Maybe short breaks. Maybe short breaks for me if we could. Turn down the volume a little bit sometimes, but for the most part, no, I agree. It's pretty good. For those who don't know you, you do a lot of things. You've been working with us at Uncharted for a couple years now, coming in, doing sessions, lectures. I have pulled you in. I pulled you in for a number of different jobs that we do because you are an outstanding facilitator and thinker. You do a great job of getting people talking, of making conversations go to good places. It's just a skill of yours that I've always admired.
I aspire to be as good a facilitator one day as you are, but you were also the director of organizational development for Summit, which is probably a side thing that you do when you're not hanging out with Uncharted and doing stuff with us. But anyway, you are a person who has really good insight. I have a question that I think you have a very specific set of skills for this question and I was hoping you'd unpack it with me. You up for it?

Bret Canfield:
I'd love to. I think you may have oversold me just a skosh, but let's give it a whirl anyway. I like it.

Dr. Andy Roark:
Here we go. Great. We got a question in the mail bag. It's from a longtime listener, first time caller. She's a practice manager. She's got a privately owned, two-veterinarian, small animal clinic. The practice owner and the associate vet have wildly different personalities. So, while they get along, we have had difficulties with new staff. So, I really like the way she sets this up. So, she describes the practice owner, I'm assuming that our writer is she, she describes the practice owner as being basically a golden retriever of a person, which I love, because that's one of my favorite breeds. She loves everyone, is always on the move, is pretty laid back, has no attention span. The staff love her and she loves to teach newbies.
When someone makes a harmless mistake and is accountable, she always tells them, “Hey, I f-ed up more than anyone. It's how you handle it that matters.” I would just put a pin right here and say, I love this person. I'm ready for it. I'm ready to go work with this vet right now. The associate is the opposite. She has a great relationship with the practice owner and with me. After a rocky six months, she now has one technician that she trusts and another that she at least likes. She came to us from a toxic clinic and she knew she had some neurosis from that. We hope that our laid back, respectful, and positive culture might help relax her some. In a lot of ways, it has.
The one thing that hasn't improved is a biggie though, she is consistently off-putting with how she treats new people. I've had multiple new people come to me frustrated and upset about not knowing how to communicate with her. The practice owner and I have both tried to talk with her about it. “If an employee makes the smallest of mistakes, she immediately doesn't trust them with anything. She will frequently complain about something little that an employee did after the fact.”
So, let's go ahead and just start with that. Things seem to be getting worse, instead of better. We 110% want everyone who works here to treat each other with respect. How do we address this? What actions can the PO and I take? That's the question that we got. I want to just go ahead and start to open that up. Bret, do you have initial ideas on this question? Have you seen anything like this before?

Bret Canfield:
Yeah, it's a great question. It's a doozy, because it involves a whole lot of different factors as a lot of our questions do. I do feel like I've seen this before. I mean, one of the things that I love and that I'm very passionate about are elements like team dynamics and communication and culture and things like that. This particular question seems to touch on a lot of those. Right off the cuff, here are my first reactions. The first thing I'm going to say is this is actually a really good thing. It just doesn't feel like a really good thing yet. The reason it's a really good thing is because you've got the two veterinarians in this practice, they communicate very, very differently.
The reason that's such a good thing is because when I've been into practices that have a really, really, really fundamentally hard time changing their culture and really struggle, it tends to be because there's several people in the clinic that all communicate the same way. Once that happens, unfortunately, it's a very narrow communication scope. So, God forbid you have a client come in that communicates differently than the way that you all communicate, you might have absolutely no capacity to deal with that person. The fact that you've got some variety of team dynamics, some diversity of team dynamics could actually be a really good thing. We'll see if you and I can unpack that in a little bit and figure out how to make it a good thing, make it feel like a good thing.

Dr. Andy Roark:
That's a very positive way to look at this. I definitely like it, right? Yeah. So, let's start to unpack this. So, I like what you're saying about diversity of team dynamics. I think that's really interesting. Let's get into headspace. So, the way we break these cases down, first thing we do is talk about headspace. The second thing we do is talk about specific action steps. What do we say? How do we say it? So, let's get into headspace. I really like your idea. I think you've already framed this in a really, really positive way of this is just a different team dynamic. I think that that's really great. I think if you identify the associate that as a problem, then anytime you label a person as a problem, you've got issues.

Bret Canfield:
Absolutely.

Dr. Andy Roark:
People don't change all that much. Behaviors can change. People don't change. I don't get that necessarily from the writer, but there's some degree of that. So, I really do like that a lot. I have a fantasy that lives in my mind is that if you set a perfect culture and you've got a really positive place, you can overcome almost any challenge with good positive team culture.

Bret Canfield:
Agreed.

Dr. Andy Roark:
I appreciate that the writer said, “She's come a long way and things have gotten a lot better in a lot of regards.” I say good. That jives with what I've seen. At the end, a positive culture does not undo past traumatic experiences or a hard-ingrained patterns of behavior. So, this all tracks with about what I see as far as the impact we can expect to make. So, I guess in headspace, what I would say is again, I think this person who's writing has already done a lot of really good things of saying, “Hey, this is something that our doctor picked up at a previous practice. That was a really bad experience and a lot of these are coping mechanisms.”

Bret Canfield:
Yeah, she's been hurt before.

Dr. Andy Roark:
Exactly right.

Bret Canfield:
It happens. Yeah.

Dr. Andy Roark:
Exactly right. She's had trust violated probably in a formative time. Especially if you're a young vet and you get burned a couple of times, those lessons tend to stick with you. So, I think that just all of this is a really healthy headspace to start coming from. So, I really like that a lot.

Bret Canfield:
Agreed. Yeah, agreed. I think you nailed it. I mean, I think whenever we look at people as problems, then we're setting ourselves up for failure. There's some great literature written about the difference between a problem and a paradox and they're not the same thing. I always look at a problem as a surgical experiment. There's an issue, you find the issue, you remove the issue. Sew the culture back up, you're good to go. Most of this stuff, it doesn't work that way. This is derm. This is internal med. It's muddy, it's messy, it's diagnosis by exclusion. It's management, not necessarily just surgery. I think this is a similar situation. I don't think that this is a problem.
I think this is a paradox. I think that you've got two different people that communicate very, very differently. Both of them probably think that their style of communication is the right style of communication. So, from the headspace perspective, I think that's a big part of it. Like anything else, I think that some of what we're talking about probably relates back to expectations and agreements. I think part of what we're talking about absolutely relates to communication and team dynamics. I think part of what we're talking about always bubbles up to culture. It always bubbles up to culture. So, there's a few different ways to look at this from a few different lenses.

Dr. Andy Roark:
Talk to me a bit about expectations and agreements. So, you put that out and say some of this comes from expectations and agreements. Get me into the headspace where I'm thinking about expectations and agreements. Help me understand where you're coming from when you say that.

Bret Canfield:
For sure. I mean, whenever I look at a problem like this, when I'm trying to work with somebody who communicates differently than I am, I have a lot of expectations in my head and I might not be aware of those expectations. But if I'd like to communicate a certain way, I often don't understand or don't appreciate why somebody might communicate differently than I do, because to me, there's a right way to communicate. It's the way that I communicate and I don't understand why somebody would do it differently. We do that a lot.
So, in this case, the practice manager may have already done a bang-up job of communicating with this associate vet and saying, “Fabulous associate vet, there's 99 things that you do right. That being said, I am going to challenge you on this one. I do think sometimes you can come across as distrustful. I think that you can come across as inaccessible and I want to challenge you and work with you on that. I want you to understand that this is really important. So, as we have our conversations moving forward, I want us to agree instead of it being an expectation that only lives in my stupid little noodle, I want us to agree that this is something that is happening, that it's something that we can work on together and it's important.”

Dr. Andy Roark:
Yeah, I like that a lot. I would talk about how to do that when we get into action steps. I think that that's really true. It's taking this thing that's going on inside my mind as the manager and bring it out and externalizing in a place where we can all look at it in a really productive way. The other thing that I see when I read through this question and some of these little examples that came along with it, one of the things that I say and I don't know if this is the right term for it, but I think of it as a justice mindset.
So, there are people who are like, “There is one way to do it. If that person didn't do it, it's because they lack integrity. They're supposed to follow what's in their handbook and they did not and that shows a failing of their moral character. They have let our patients down.” That may sound extreme, but I see that mentality sometimes. It's about fairness and acting in a way that lets me trust you and things like that. So, what really is a minor human mistake in this person's mind becomes this person can't be trusted and more so this person has hurt me. I think a lot of us maybe go into that mindset sometimes.
I've seen people who are struggling with depression or burnout definitely go into that mindset, but I think some people live probably from past experiences, they can live in that mindset where if they feel let down, it's a one-strike and you're out policy. Now we're really into some people's psychology, but what I'll say is if you're a person who has that mindset or you find yourself going innately to that behavior, that's really career-limiting for you because everybody makes mistakes. If they get written off as a person when they make a minor mistake, then you're going to be real lonely for a long time. So, I do see that. So, we have to figure out how to work with those people.
So, that brings me around to a piece of it for me really is I may have this problem figured out about what we need to do and where we need to go, but I need to make sure that this associate vet feels very heard and that they feel understood in their behavior and they feel seen for the way that they approach these things. Because if I try to say, “Look, you are jumping to this conclusion and you're mistreating this person and that's not healthy and that's not reasonable,” I'm really dismissing this what this person's concerns are.
I'm not saying I agree with them, but I need them to at least feel heard and feel that they have a valid concern about yeah, it's true. Sometimes if you don't hold people accountable or if we don't enforce standards, then medical quality can slip down to an unacceptable level.

Bret Canfield:
That's right.

Dr. Andy Roark:
That does happen. That is something that we're very aware of and you're not wrong to be thinking about that. I think just having that conversation, getting that part out into the open, that oftentimes can set that person at ease. So, I think between the two of us, I think we've really come up with a nice little combination of acknowledging this associate vet's concerns and where they're coming from, setting expectations about what they're doing and what the impact that it's having and how we want them to behave, and then also just going on and challenging them to make some improvements while also still keeping a good focus on the things that they're good at, not letting this become the focal defining point of them as a doctor.

Bret Canfield:
In fact, I'll jump into that. In my experience with team dynamics, one of the most interesting points I keep coming back to is that we often have a mentality where people have strengths and people have weaknesses. I think it's not necessarily more complex than that, but I think it's different than that. I think the truth is that oftentimes our biggest challenges don't come from our “weaknesses,” he says with air quotes. I think that our greatest challenges actually come from our strengths, either unfocused or in excess. So, I would even also look at this associate vet and say, “This person doesn't have a problem with trust. This isn't a weakness.” This person is probably and I'm totally guessing, I know very little about this person, but they're pretty good at medicine, right?

Dr. Andy Roark:
Yeah, I'd make that guess too.

Bret Canfield:
Part of the reason that they're distrustful sometimes of staff is because they probably do have very high and very exacting standards of success. It probably makes them a very good clinician. So, part of the challenge here is that making sure that this person's strengths don't become their dragon. It's like you said, Dr. Andy, I think that the other challenge is that we'll sometimes look at the team and say, “Okay, I like the way this person communicates. They communicate the way I want people to communicate, but this person communicates badly or poorly or I don't like the way this person communicates.”
I think one of the mindsets we have to have in looking at this is that I think we need to honor the uniqueness, even celebrate the uniqueness of this associate vet and her approach, but I think that we have to help her become the best version of herself. So, let me put it this way. I look at this associate vet like a little bit of a cat. They're not going to trust somebody right away. They're skeptical. You got to earn everything. You got to earn their trust, earn their affection, earn their loyalty, earn their respect. And then you got the owner who's a golden retriever who seems like-

Dr. Andy Roark:
Yeah, a golden retriever.

Bret Canfield:
I don't know you but I love you. Yeah.

Dr. Andy Roark:
The cat's not broken. The cat's not wrong.

Bret Canfield:
That's right. That's right. You're never going to turn a calico cat into a golden retriever and you're never going to turn a golden retriever into a calico cat. If we try to do that, there's going to be a lot of suffering.

Dr. Andy Roark:
I like that a lot.

Bret Canfield:
I think we're allowed to say is, “You be a cat but you be the best version of that.”

Dr. Andy Roark:
The best cat. Be the best cat. She's like, “You're trying to be a golden retriever. Oh, yeah, sorry. Sorry.” Yeah.

Bret Canfield:
Right.

Dr. Andy Roark:
No, that's perfect. It's great. Basically, I talk a lot about most of our strengths are double-edged swords. Most of them are. Being charismatic has strengths and it has drawbacks. This vet can make friends with anybody. Yeah. They're also always 30 minutes late because they can't get out of the exam room because they're being friendly.

Bret Canfield:
Exactly.

Dr. Andy Roark:
Everybody's got strengths that at some point become a weakness. You have people who are great at spotting potential problems. The downside is they have a habit of coming off as the Negative Nelly who craps on everything. Well, they're very good at avoiding catastrophe by seeing potential problems, but there's that downside to that same skill. So, yeah, I like that lot. One of my favorite sayings for this is don't ask a fish to climb a tree. I think that that is true too. I'll give the example that I see from this all the time is so we have a profession full of perfectionists and our perfectionists are really in a bind right now, because they got too much work to do and not enough time to do it.
This, Brett, is the perfectionist crucible, because it needs to be done and it needs to be imperfectly and there's more work than I can possibly do. If I give this to someone else, they won't do it as well as I'll do it or they won't do it the way that I do it. So, now, I as a perfectionist am really in a vice grip and there's no way out of this. It is how it feels and that perfectionism makes them a wonderful clinician but it really hinders their ability to delegate and rely on other people and to adapt to a high workload beyond how many hours they have in a day. So, anyway, but that's what I see a lot and it almost feels like that when we talk about this vet. Okay.

Bret Canfield:
Yeah, agreed.

Dr. Andy Roark:
I think that's what I got for headspace. I feel like I'm in a pretty good place to start putting together an action plan. Philosophically, anything else we need to be thinking about?

Bret Canfield:
I think we nailed it honestly. I'm going to declare victory and we can start polishing our laurels.

Dr. Andy Roark:
Exactly. I think we can just break right here and have a beer.

Bret Canfield:
We crushed it.

Dr. Andy Roark:
This is done. It's done. All right. Okay. So, let's take a break for a second and then we'll come back and do action steps.

Bret Canfield:
I'd love it. Let's do it.

Stephanie Goss:
[inaudible 00:20:13]. Hopefully, this is a big, hairy, audacious goal, hopefully, we'd be able to make you feel better and feel like you have some tools in your toolbox to help make hardships and conflict in your practice a little bit easier to deal with. So, if you would love to come and join us, head on over to the website, unchartedvet.com/events. You can see the registration for this and all the rest of the things that we have coming up, because we got really more good stuff coming now. Back to the podcast.

Dr. Andy Roark:
All right. [inaudible 00:21:53]. As veterinarians, you may love having two golden retrievers, but in our metaphor, a practice with two golden retrievers is exhausting because they run everywhere and they love on everybody. At some point, you need a cat to be like, “Hey, look, let's bring this down.”

Bret Canfield:
That's right. They're not going to be in the OR until 2:30 in the afternoon every day and you're not going to run an hour and a half late on every exam.

Dr. Andy Roark:
Exactly.

Bret Canfield:
Look, having two golden retrievers is great as long as every single client you see only wants golden retriever energy, but I doubt that that's the case.

Dr. Andy Roark:
I can tell you as a fellow golden retriever, it's not the case. There are clients that are like, “That guy's too much. We need to turn him down.” All right. Yeah. All right, cool. Let's go ahead. Let's go and make some action steps. So, you're the practice manager. You've got this doctor. What I would say, this is going to be a coaching conversation is how I see it. I don't know if you see it that way, but you've got this coaching conversation. How do you set the table, Bret? So let's get into the nuts and bolts. What does this look like?

Bret Canfield:
Yeah, great question. I would absolutely have a coaching conversation with this vet. Honestly, I would also probably have a second component, which is I would probably adopt some stuff from a holistic team perspective as well, but let's talk about the coaching conversation first. Because I think that absolutely has to happen.

Dr. Andy Roark:
All right.

Bret Canfield:
This calico cat is extremely conflict-averse based on what I'm hearing. So, one of the things that I would want to do is make sure that this person felt very, very safe. I would make sure this didn't feel like an attack. I would make sure this didn't feel like an intervention. Because I think once you get somebody into that place, they're going to hit threshold, they're going to shut down. Their fight, flight, freeze, fidget is going to kick in and they're probably not going to be receptive to the coaching.
So, from my perspective, I would probably just lay some groundwork and probably say the quick version is what we touched on earlier, which is like you do so much stuff that is going well and I hope that I've done a good job acknowledging those things. If I haven't, I'm going to work hard, because I really value you and I really value what you bring to the team, so much so that I think there is actually an area that we can do better.

Dr. Andy Roark:
Yeah, let me jump in here for a second and just say I love that you show vulnerability first. I think that that's a really important part of this conversation. I think it's a really good skill is to say, “Hey, if I haven't communicated that, it's something I'm working on is to make sure that I communicate these things ahead of time.” I love it. I think going into a coaching conversation with the ability to own anything that you can own and I don't want to say criticism, but essentially lay some criticism on yourself and say, “Hey, look. This is the thing that I'm working on. We're all trying to get better and I'm going to keep working on it.”
I think that is a great way of going first by saying I'm going to accept some negative feedback from myself and commit to working on that. That really hopefully says, “I'm going to do this. I'm going to go first. It's not me calling you in here and criticizing you. We're talking about this, but I'm going to own as much as I can and say look, I have things to work on as well.” So I just want to jump in and praise that specific point before we get too far and say, I really like the way you set that up.

Bret Canfield:
I've learned from some really good folks that if you approach any coaching conversation from an authoritarian standpoint, a command and control standpoint, it's not going to usually be well-received. I think the truth is none of us are perfect. If you can go into the conversation with that in mind, there have been even times I've sat down with somebody and I've said, “I've been thinking a little bit about this conversation and I'll be honest, I'm a little bit nervous because I don't want this to happen.
I don't want you to walk away from this being offended. I don't you want you walking away from this thinking that you're not exceptional at your job. I'm going to try really hard to do a good job and to try to prevent those things from happening. But if I screw up, I'm just going to ask for your forgiveness in advance because I don't want those things to happen. You're really important.”

Dr. Andy Roark:
I love it. Yeah, that's great. Well, man, that's gold.

Bret Canfield:
I think once you've done that, I think you just lay out the challenge and say, “Here's the behavior that I've observed.” I think again, as much as you can own it yourself, it's important, because if this person's automatically distrusting and you say, “Hey, I've gotten some feedback from the team,” their mind is immediately going to go to, “Who talked? Who squealed? Who told you what? I want to know. I have the right to face my accusers.” You do not want to open that particular barrel of monkeys.
So, I would say here's what I've observed. I've observed that you have very high standard in terms of what you expect the staff to meet, what you expect from yourself. I think that's a really good thing. I think the way that high standard comes across sometimes is I think it comes across as you being distrustful of the team. I think it also comes across sometimes as you being somewhat unforgiving of the team. Our practice manager who submitted this did an outstanding job of submitting a couple specific examples to us. I do the same thing in that conversation, because that way, it's not some nebulous thing. I would say, “Hey, for example, last Thursday, here's an encounter that I observed.”
And then I think at that point, you have to do the hardest thing for me personally, which is to shut up for five seconds and say, “Quick pause. That's where I think we are. Give me some feedback.” One of the ways I'd really like to ask that and there's a very tactical reason is I'll say, “Now, is this something that you're aware of? Is this something that you also see as a challenge for you, or is this more of an optics problem?” What I mean by that is this isn't what's in my heart. I don't feel like I'm distrusting, but the team is perceiving that I am, because it gives them an out.

Dr. Andy Roark:
Yeah, I love that. Yeah, I really love that. I want to validate a couple things you said and then-

Bret Canfield:
Sure.

Dr. Andy Roark:
… explain a few places that I think are important. One, I think you're right about the authoritarian approach to feedback, but God, Bret, so many of us think this is supposed to be authoritarian. I coach vets, especially vets in larger corporate groups, where they have an established evaluation process, which totally makes sense, but it is an evaluation process and it happens once a year or twice a year and people come in and they get evaluated. I'm like, “Well, then I'm the evaluator and I will evaluate you.” The whole thing feels like it's supposed to be authoritarian or militaristic, where you come in and I will tell you, soldier, what you did and what you didn't do. I think that that whole vibe sets people up for failure from the very beginning.

Bret Canfield:
Agreed.

Dr. Andy Roark:
It really needs to be conversational. So, I like that you just called that out, but I really think that that is a wild misperception in evaluating giving feedback is it's supposed to have this power inequality between the person giving the feedback and the person receiving. It's really not. The best coaching feels peer to peer even if it's not.

Bret Canfield:
That's true.

Dr. Andy Roark:
So, I really like that you said that. Again, we go back to I love you give a couple examples of how to be vulnerable of opening up and saying, “Hey, if I make a mistake with this, please forgive me and know that you're really great in your job.” I really also like very much that you pause and say, “Is this surprising? Does this feel valid in any way, or is this off base?” It's funny the way I talk about the perception problem versus the reality problem, I really like that you set it up that way. I tell a story sometimes of I was busting my butt and my wife was teaching abroad. So, she went for a couple of weeks to Ecuador and she was teaching. She's a college professor, so she went and she was teaching.
It's a really hard job, where she has to go to Ecuador and teach about biology to college students. So, she's working up for the team and she did it, but she was gone. The kids were much younger. So, I had young kids. I had a bunch of work coming down the pipes and I was working really hard. So, I just decided what I would do is I take my kids up to my parents' house for the weekend. I would take them up there and they would get great grandkid time and I would tuck away and just do work. So, I went up there and I didn't set that expectation with my parents. I just showed up with the kids and they said, “Hey, we're going to come.” They were excited.
And then I disappeared into a room and just worked up my laptop for two days. And then when I was leaving, my dad was like, “Son, I'm worried about the relationship you have with your kids.” Man, that hit me like a hammer. You know what I mean? I was like, “Oh, my God. My dad said that he's worried about the relationship that I have with my kids.” I was really appalled by it. So, I called my brother because he knows me and he knows my dad and he is my best friend. So, I said, “Hey, well, dad said this to me. Man, I'm really wrestling with it.” He said, “Andy, I've known you for 40 years, you have a great relationship with your kids. You have a perception problem. All that he saw was you showing up, dumping your kids, and going into a bedroom.”

Bret Canfield:
That's right.

Dr. Andy Roark:
He thinks this is the norm and how you live your life. You and I know that this was 100% not the norm. This is an exceptional circumstance where you changed your behavior radically because you thought that that was something you needed to do. So, he said, “You have a perception problem.” That was the best example in my life of going, “Oh, he's right. I do have a great relationship with my kids. I know I do, but my father's perception of my relationship was not accurate.”
So, I really like that you called that out and said, “Do you think this is a perception problem?” That can 100% percent be true. People will say, “But Andy, if the whole team thinks that she's curt or she's mean, then surely that's not a perception problem because everyone thinks it.” What I would say is part of culture is collaborative creation of narratives.

Bret Canfield:
That's right.

Dr. Andy Roark:
Once people start to talk to each other, it is possible the team has decided that she's angry, unforgiving. The truth is she's like, “Well, I just don't know how to tell them that they didn't do it right and they're taking it really personally.”

Bret Canfield:
I think you're allowing that possibility. I mean if you say to somebody, “Look, I know what's in your heart. You're obviously a distrusting person. You obviously don't care about your team,” again, that's not going to be a good coaching conversation.

Dr. Andy Roark:
Nope.

Bret Canfield:
Dr. Andy, you got two choices, right? Let me put it this way. The choice of “Hey, this isn't actually a challenge,” that's not a choice. You do have a choice though. Is this a challenge that you acknowledge is happening in reality and that you're aware of, or is this a challenge where you're like, “That's what's in my heart. I'm not a distrusting person. I like our team so you guys are wrong”? No, there's still a challenge to be addressed. The challenge to be addressed is you are coming across as being distrusting or curt or whatever word you want to use, right?
The good news is in this particular scenario, the solution to both of those challenges happens to be the same, right? If somebody says, “Yes, I'm distrusting in my heart,” okay, let's talk about the solution. If they say, “I'm not distrusting in my heart, but I'm coming across that way,” it happens to be the same solution, which is now let's have a conversation about how to change the how, how to change how you're being perceived, how you're coming across.

Dr. Andy Roark:
That can be very collaborative too.

Bret Canfield:
That's right.

Dr. Andy Roark:
We can say, “Well, this is the perception that we're getting. What do you think?” Quite honestly, if it is a perception problem, the person who was there saying the things and doing the things probably has more insight than I do about what they might do differently. Of course, there's ways that I can smooth this over. I can be a messenger and a peacemaker and go to the staff and say, “Hey, guys, this is something that I've heard and I want you guys to hear the other side of it and let's give grace that we wish that we would receive from other people.”

Bret Canfield:
Exactly.

Dr. Andy Roark:
Again, I wouldn't say to the technicians, “How dare you miscast our beloved doctor?” I would say, “Hey, we're all doing our best. Nobody wants to feel preached at or judged. I get it. At the same time, no one communicates perfectly all the time. So, we want to make sure that we're assuming good intentions in our colleagues and the people that we work with and start with that.”

Bret Canfield:
Well, and that's why I said the second component to this I think has to be more of a holistic conversation as a team about our culture, right?

Dr. Andy Roark:
Yeah, I like that you put that out there.

Bret Canfield:
There's a couple quick things to dip into. Thing number one is you have the coaching conversation with your calico vet, but then you have conversation with your team and say, “Folks, we've had a coaching conversation. Now I'm not going to get into the nitty gritty because I don't air out other people's dirty laundry any more than I would air out yours, but we've had a conversation. This is something that we're working on together. Now I need you all to hit that reset button. I need to hit that reset button, because otherwise, what you're going to get is a lot of confirmation bias.”
Once the team has decided that this person's curt, any slight example of this person being curt, they're going to have out their little clipboards and they're going to be like, “Oh, she did it again. She did it again. Oh, she was curt.” It's like time out. I love your word, Dr. Andy. We're going to give this person some grace. We're going to assume the good. We're going to recognize that this is challenging and we're going to allow this person the opportunity to be better.
The other thing I would probably do is I'd probably take the team through a workshop or maybe even a couple workshops on things like courageous conversations. You and I talk about resources so I can geek out about that all day, but there's a few established tools for, “How do we as a team get better at showing each other that we do care about each other and that we're willing to challenge each other?”

Dr. Andy Roark:
Yeah, lay it on me. What are your favorites?

Bret Canfield:
I mean first one right off the cuff is Kim Scott's Radical Candor. It's a great book. It's an even better TED Talk in my opinion. It's 14 minutes of your time well spent.

Dr. Andy Roark:
Right. I'm going to link that in the notes.

Bret Canfield:
I love it. That's a good one. I love the book Crucial Conversations. I think it's very powerful. The only thing that I'm worried about with that is that there's a lot of steps and there's a lot of meat on that bone. Sometimes when teams go through that, they start to overcomplicate these things. In my opinion, the number one most important thing about having what I call courageous conversations, the number one most important thing is to have them. Yes, there are rules. Yes, there are strategies. Yes, there are tactics, but the number one communication problem in our industry and in fact in the world, it's not miscommunication, it's not rude communication, it's not curt communication. It's the absence of communication.

Dr. Andy Roark:
Yeah, no, I like that a lot. We're in the business of fixing problems that are established, but I think sometimes if you can use the way back machine and jump back a little bit and start to lay down some different patterns of behaviors, you can make a lot of things much more easier and much easier on yourself. So, for example, one of the things that I feel like is an unfair advantage that places with good culture have is that they give a lot of feedback. The great thing is if you give a lot of feedback, then giving feedback and coaching when you get to this point is really easy because it's not a hard thing. What's really weird is when you give no feedback and now you have to have a conversation with this person. I look at you and I say, “Well, just make it casual. Try to make it not a big deal.”

Bret Canfield:
They can't.

Dr. Andy Roark:
Oh, it's a big deal.

Bret Canfield:
They got a whole laundry list of stuff that they haven't talked about for a year and it's like, “You did this.”

Dr. Andy Roark:
Exactly.

Bret Canfield:
You did this, you did this. Wait, there's more. This, this, this. It's like, “Now, I feel like I'm on a trial,” right?

Dr. Andy Roark:
Yeah, exactly. Well, even some of the advice that I see people giving, I've given for giving conversations, like lower the stakes, go off-site, go out to dinner. You think that's going to lower the stakes? If you have never ever had coffee with this person offsite before, you think inviting them to go to coffee with you is not going to send up warning flares-

Bret Canfield:
To the whole clinic, right?

Dr. Andy Roark:
… and danger bells.

Bret Canfield:
All of a sudden, people are going to be like, “Hey, whatever you do, don't go out to coffee with Dr. Andy.”

Dr. Andy Roark:
That's exactly it. Yeah, totally. So, a lot of it is just if you can get in the habit of giving feedback all the time, this is super easy.

Bret Canfield:
Exactly.

Dr. Andy Roark:
People go, “That sounds awful.” Positive feedback is feedback. Again, it goes back to that militaristic command and control ideas. No, tell them what's great. Praise them for what they do. Praise them for wins. Ask them how things are going.

Bret Canfield:
That's right.

Dr. Andy Roark:
Ask them how they thought the day went yesterday. What did you guys think? Hey, how did this go? Just ask them so that you can ultimately be like, “Hey, how did you think things went yesterday? What's good? Hey, what are you working on developmentally? What do you think your goals are for the next year as far as a doctor? I can make that roll off my tongue because I say crazy stuff like that all the time.

Bret Canfield:
Exactly.

Dr. Andy Roark:
Hey, what do you think about that?

Bret Canfield:
It changes the culture. What we're really talking about is microdosing communication, microdosing feedback. Instead of me waiting until I review every year to get you a giant huge honk and bolus full of feedback, how about we just say stuff every day like, “Hey, Dr. Andy, nice job”? You're like, “And, but.” It's like, “No and, no bud, nice job, hard stop, mic drop,” or vice versa. Hey, I love you. I think you could have done this one thing just a little bit better. They're like, “Tell me what.” It's like, “No, that's it. You just could have done this one thing a little bit better. You're okay. I'm okay. Everybody's okay.”

Dr. Andy Roark:
I'm going to push you on this a little bit in that when I do feedback stuff, you say, “Hey, great job,” I think the real magic is give them an example. Speak in one level more specific than that. Hey, great job doing this thing. Hey, I saw you talking with the vet student who came to visit today and you were showing them around. You've had their full attention and I just wanted to say, hey, I know you're busy. I really appreciate you doing that. That was great and you put on such a good face for our practice. I just want to tell you that.

Bret Canfield:
Agreed.

Dr. Andy Roark:
It's that one click better than hey, good job or love working with you. It's trying to hit that a little bit more specifically.

Bret Canfield:
Yeah. Well, I'm on the field a lot. I mean I'm on the floor a lot. So, one of the things I'd love to try to do is give feedback in real-time. So, even then when I say, “Great job,” I'm standing there for a minute, I'm in surgery, I'm watching a new technician or whatever, do something, do a difficult task. They do it and I'm just like, “Hey, we need to do a quick time out. That was awesome. Am I the only one who just saw that?”

Dr. Andy Roark:
Yeah, that's right. Yeah.

Bret Canfield:
And then you don't even need to double click on it because you're there. It's happening. You were there at that exact time. If you give somebody applause in the moment, they know what it's for. If you give them applause two days later, they're like, “What did I do again? I don't remember.”

Dr. Andy Roark:
Yeah. Well and the other thing too is you do that five times and you can say something like, “Hey, could you work on this for me?” They go, “Okay.” It's because they feel safe.

Bret Canfield:
That's right.

Dr. Andy Roark:
Because you've told them that they're great five times before you told them this.

Bret Canfield:
That's right.

Dr. Andy Roark:
The other thing that I want to say, so you had mentioned before if we get the specific feedback or say, “Hey, this is the complaint that I've gotten,” so sometimes there's coaching, meaning this is generally where we need to go. Sometimes there's feedback in response to a specific thing that happened a couple of days ago. So, let's just say this person got into an argument with the vet tech on the floor. Let's just say. Well, I need to address that. So, I'm going to have to talk to them about this specific thing that happened. My big go-to and this helps me, because I'm like you, I have to twist my own arm to shut up and let other people talk. But I know how important it is. My favorite thing is the two most powerful words in management are, “What happened?”
So I just really like to say, “Hey, I heard that there was a bit of drama on the treatment room floor yesterday and that you were involved. What happened? What happened?” I coach improv comedy and I have a team that I coach. I really love this team. I went out of town. You would love this. I went hiking with my wife for a week and we just went up to the Appalachians. My cell phone didn't work most of the time and it was great. I got back and I had asked someone to coach the improv team for me while I was gone.
While I was gone, there had been an altercation at improv practice and someone's feelings got hurt. It was 100% had to do with some feedback and someone's feelings got hurt. They felt defensive or they felt it was act. They got really upset. So, I came back and I'm walking to this group of people. They've all saw what happened but I did not see it. I really have to say something about it because some people's feelings are really hurt. So, I walked in and I said, “Guys, I heard about practice last week. What happened?” That was all I said. Someone goes, “I'll go first. I think I made a faux pas.” They were like, “I think I made a faux pas when I did this.” It was great.

Bret Canfield:
That's so powerful.

Dr. Andy Roark:
It worked so well. So, again, you got to have good people who were willing to say, “I made a horrible misstatement yesterday last time, and I tried to be helpful. The way I did it, I could understand why that would make someone feel like they were being attacked, but I never meant it that way.”

Bret Canfield:
Totally.

Dr. Andy Roark:
And then we start off and it just ironed itself out beautifully in about five minutes. Everyone felt good and felt heard. I say, “Okay, let's do some improv.” That was it and that was the end of it. People talked and it was great. But that was just an example from last week of, “I wasn't there. I don't know what happened. This could be really tense. What happened, guys?” They told me and they sorted out in a meaningful way. So, I thought it was really good.

Bret Canfield:
It's a great way to guide things if you're a talker, like you and I both are. The team and I were joking around just having some lighthearted fun, because things have been so intense. One of the things we were doing is pointing out each other's verbal quirks. What are the words that you always say that maybe you don't know you say? I asked the same feedback. When it came to me, I was like, “Okay, hit me. What are some of mine?” They said, “Tell me more.” I said, “That's my version of what happened.”
So, I'll be in a conversation with them and they'll start to talk to me. It's my way of shutting myself the hell up for a second because what I want to do is I want to jump in with solutions. When I say, “Tell me more,” it's my way of saying, “I want you to work through this for a minute. Frankly, I don't have all the information I need.” I think stuff like that can work. I've one more thing burning desperately in my heart. Can I share one more thought with you on this scenario?

Dr. Andy Roark:
Yeah, of course.

Bret Canfield:
My one other thought and this has taken this whole idea up to 11, but my one other cultural thought is that I absolutely love team dynamic tools. I absolutely love psychometric instruments. So, for a practice manager, if you haven't taken the team through something like DISC or Myers-Briggs or Insights or True Colors or Canine Colors, I can't recommend those things enough. In fact, there's one that I especially love that most people in our industry don't know about, and it's called Belbin, B-E-L-B-I-N, Belbin team roles, developed by Dr. Meredith Belbin in the UK many years ago.
The reason I like these tools so much is that once you have the team go through and it helps them identify their communication styles, et cetera, it's a very non-aggressive way to call out certain behaviors without coming across like you're criticizing somebody's soul. So, instead of saying, “Yeah, Dr. Andy, I think you're a very distrustful person,” if I can say whatever you're doing, “Hey, you're a bright red,” or “Hey, remember when we went through that thing and remember when your communication style was very heavily weighted towards this, I think that's what's happening here. I think you're zigging and they're zagging.”
It makes the whole thing much more call it scientific rather than having it be, “Hey, I'm openly criticizing your personality.” So if it's something I'm a huge believer in, if anybody ever has any geeky questions about any of that stuff, I'll talk about that stuff all day long.

Dr. Andy Roark:
Yeah, I'll put a link in the show notes to Belbin as well. We teach DISC in Uncharted just for that same reason as that.

Bret Canfield:
I love DISC.

Dr. Andy Roark:
You get people out and there talking about their communication style. I love it, because again, everybody's got their favorite, but we teach DISC in Uncharted. Stephanie is a great implementer and teacher in DISC, but we use it a lot just because it's quick. You can recognize yourself and you can recognize other people really quickly in their style and what style they're using. And then again, I think probably the most powerful part of any of these is what you said, which is it shifts us to talking about the communication or the behavior and shifts us off of from talking about person. That just makes genuinely more productive conversations.
One last thing I want to jump back to that you brought up before we go, I love the holistic team perspective. I love going to the team after we've talked to this person and saying, “Hey, guys, we're going to have to reset button,” because you're right. Otherwise, it's confirmation bias. We've all worked really hard with someone and then sent them out and then the team immediately reacts to them based on their previous history. We just see it going right back into the old spiral, where it's like, “Okay, I've got reset button hit on this person,” but if we don't hit the reset button on the rest of the group, this pattern is going to pick right back up. I need both sides of this equation to stop pushing into the pattern and let's try to establish a new pattern.
So, I love that. I was just going to say, when we talk about a team approach, that does not necessarily mean a team meeting or a staff meeting. It might, but I think it's super awkward to bring the team together and be like, “All right, I've talked to Dave. This is what we talked about.” So I just want to be clear and say, hey, a lot of times these are private conversations, just saying, “Hey, I can't really get into details, but I want to let you know, I'm working with this person and they are really committed to trying to break out of this habit and I want to ask you to help with that. So, press the reset button, let you know and try to be supportive and open to the idea that they're trying to do better. Let's see how it goes.”

Bret Canfield:
Exactly.

Dr. Andy Roark:
Give some grace, but that can definitely be a private conversation. Usually, when we talk about things like this, there are certain people who have personality conflicts specifically and those are the people I really want to make sure I talk to, because they are going to be the ones that they're most likely to have a negative interaction with. So, for example, let's say that I have a technician on the floor who tends to take things very personally. That may be the person who's going to be who tends to be most affected by this or maybe the most vocal person who has these interactions and then goes and tells the rest of the staff or they vent about it or whatever.

Bret Canfield:
Or the most influential person. Absolutely.

Dr. Andy Roark:
Exactly right. Recruiting those people onto your side as you try to make this coaching adjustment, I think that that's a good use of time and energy.

Bret Canfield:
Agreed. Well, the truth is if we're really going to be a team, this is not clockwork, right? Like I said, it's not surgery. You can't just take the clock, pull out the part that's bad, fix it, put it back in, and not touch anything else. This is biology. This is an ecosystem. If you change one thing, you change everything. I do think it's important. As you said, Dr. Andy, to also close the loop, because one thing that happens to us a lot as leaders in veterinary medicine is someone will approach us with a problem.
We'll often go work on that problem, but as far as that original person knows, I don't know what the hell's going on. Sometimes just sitting down with somebody and saying, “I appreciate you telling me. I have had a conversation with this person. I'm not going to share the details of that conversation, but here's what I need from you moving forward,” now, we're doing a good job and we're taking a holistic approach, which I think is important.

Dr. Andy Roark:
Yeah, that's awesome. Bret, thank you so much for being here. Where can people find you online?

Bret Canfield:
Good question. I don't have the social media presence that I would like. I keep promising I'm going to do it and I keep not doing it. But between now and then, everyone can always just reach me on my email. I live for this stuff. Best email to reach me on is just bret.canfield@cast.net. Dr. Andy, please feel free to put it in the notes.

Dr. Andy Roark:
Sure.

Bret Canfield:
If I can ever be of service, I love this industry, so I'm happy to geek out over it. The challenge, of course, is getting me off the phone.

Dr. Andy Roark:
Yeah. Definitely. Well, anyway, guys, thanks for being here. Bret, thank you so much for being here. Guys, take care of yourselves, right? Talk to you later on.

Bret Canfield:
Always a pleasure.

Dr. Andy Roark:
That is our episode, guys. That's what we got for you. I hope you like it. Hope you got something out of it. Bret is fantastic. That's why we have him work for us in a variety of different ways. He's really a joy and a pleasure to be there. Let's see, anything else I want to tell you before you go? Banfield Pet Hospital, I got to remember that always in the Uncharted Veterinary Podcast. [inaudible 00:51:03] inclusivity in our profession. So, we couldn't do it without them. Always trying to thank those guys. Gang, take care of yourself. Be well. We'll cheer you on.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: behavior, doctor

Oct 26 2022

Consequences When A Client Behaves Badly

Uncharted Veterinary Podcast Cover Image Episode 202

This week on the podcast…

This week on the Uncharted Podcast, Dr. Andy Roark and practice manager Stephanie Goss jump back into the mailbag to discuss a letter from a veterinarian who is fed up with naughty client behavior. This vet is even more fed up with feeling like their hospital management does not have their back or the backs of the team when it comes to holding clients accountable for things. Clients are being mean, they are wasting a ton of time and no one seems to care. This vet is asking how to help their team draw some lines in the sand and when to reach into their toolbox so that they can manage up and let their management team know “Hey, we need your help here!”. This was a fun topic to discuss so… let's get into this.

Uncharted Veterinary Podcast · UVP – 202 – Consequences When A Client Behaves Badly

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Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


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Episode Transcript

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This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.

Dr. Andy Roark:
Hey Stephanie Goss. You got a second to talk about Guardian Vets?

Stephanie Goss:
Yeah. What do you want to talk about?

Dr. Andy Roark:
Man, I hear from people all the time that they are overwhelmed because the phones never stop ringing.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And I'm sure you hear from these people as well, “Our caseload is blowing up and the doctors are busy and the phones just don't stop.”

Stephanie Goss:
They never stop. That is a true story.

Dr. Andy Roark:
I'm amazed by how few veterinarians knew about Guardian Vets. This is a service where you have registered technicians who can jump in virtually and help you on the phones. You can flip the switch and Guardian Vets can jump in and take some of the load off the front desk and they can handle your clients and get them booked for your appointments and give them support. And it really is a godsend.

Stephanie Goss:
Pre-pandemic, it was amazing to me how many people hadn't heard about it for after hours call help. But at this point, I can't believe how many people don't realize that they are offering help during the daytime as well, which I would think right now, is a huge benefit to practices because everybody is shorthanded, everybody is drowning in phone calls and so we talk about it. We've talked about Guardian Vets a lot on the podcast and every time we do, we always get somebody who says, “What is that?”

Dr. Andy Roark:
Guys, if you're not familiar with Guardian Vets, if you think that you could use them help on the phones or up the front desk, check them out. It's guardianvets.com and if you mention our podcast, me and Stephanie Goss, you get a month free. So check it out, guardiansvets.com.

Stephanie Goss:
Hey everybody, I am Stephanie Goss and this is another episode of the Uncharted podcast. This week on the podcast, Andy and I are tackling a letter from a mail bag who comes from a veterinarian who is very frustrated with some naughty client behavior and most importantly, and the [inaudible 00:01:51] of this episode that they're frustrated with feeling that they're not getting backed by management from their hospital to address naughty clients. Feels like [inaudible 00:02:01] fatigue and often occurrences of bad behavior are going unpunished or without accountability. And they are wondering, “Hey, how should I, as a doctor, expect my hospital management to deal with situations like this?” And we've got a great example in the episode. They're wondering, is it wildly unacceptable to expect the client be [inaudible 00:02:19] to discuss behaviors like this? At what point do we hold them accountable? How should they be held accountable?
All of this coming from a doctor who's being made to feel like these problems are trivial. That is not the case, it is not unreasonable and Andy and I hold have thoughts and feeling about how do we [inaudible 00:02:41] when a client [inaudible 00:02:39]? Let's get into this.

Speaker 3:
And now, to the Uncharted podcast.

Dr. Andy Roark:
And we are back as me, Dr. Andy Roark and Stephanie ‘Dirt Off Your Shoulder' Goss.

Stephanie Goss:
How's it going, Andy Roark?

Dr. Andy Roark:
Go and brush your shoulders off. It's good. It's good. Yeah. You know what I mean? Making it, making it. I had a immediate failure this morning. We were podcasting first thing in the morning and I got up and I've been inspired to try to give Skipper work a better place to live. I don't know why, I feel like, I just feel like I need to make Skipper work's life better. And so I got a new food puzzle for him and this morning I was like… You know how you jump out of bed and you're excited about a stupid little thing in your day? If you're not, you should be. You should get out of bed and look forward to something.

Stephanie Goss:
Goals in life.

Dr. Andy Roark:
It can be a tiny little thing. Anyway, I got Skipper a new food puzzle. And I'm like, “Today's the day.” And so, I took his food and I put it in his big puzzle and I put it on the floor and Stephanie, he looked at me, “Why did you lock my food away?” And he just looked at it and he looked at me like, “Dude, why did you do that?” And I've been trying to coax him into getting the food out and he just looks at me, “Don't understand why you're doing this to me?”

Stephanie Goss:
“Why are you torturing me, Dad?”

Dr. Andy Roark:
I know. Yeah. It'd be like it much of me to Outback Steakhouse and put my Alice Springs chicken in a lock box and just sat there to watch me look at this lock box. That's the experience Skipper had this morning.

Stephanie Goss:
Oh, poor Skipper.

Dr. Andy Roark:
Oh I know.

Stephanie Goss:
He has such a rough life.

Dr. Andy Roark:
It's like, you try to help somebody out and they're like, “Why did you just make my world harder, darker?”

Stephanie Goss:
I love how you're like, “I'm trying to make Skipper's life better.” But let's be real. That dog has a very, very good life.

Dr. Andy Roark:
He does have a good life. He does have a good life.

Stephanie Goss:
Oh, man.

Dr. Andy Roark:
That was the worst thing that happened to him. And as long as he can remember, that was the worst [inaudible 00:04:59].

Stephanie Goss:
Someone put his food in a box and told him, “Do some work for it.”

Dr. Andy Roark:
That's how good his life is. All right. What's up with you? How have you been?

Stephanie Goss:
It is busy over here man. It is. I am protesting the fact that it is starting to show signs that fall is here. Fall is my favorite season and I love it, but I am not ready to let go of the sunshine in Washington. We have just had gorgeous, gorgeous weather and rain is coming, which makes me sad. But then we're predicted to have some more sunshine. So I am happy and I'm just trying to hold on to every bit of it until it gets rainy and overcast and everything. It is beautiful. It is my favorite time of year, but man, this year. It's funny, when we moved here everybody was talking about seasonal affective disorder and how overcast it is in the Pacific Northwest. And I love the rain, I hate the heat. A tropical beach is my worst vacation nightmare because I really turn scarlet red in two seconds of sunlight.
I have to wear long sleeves and long pants. I am that kid and I hate the heat and the humidity is awful. And so I was like, “Yes, let's let's go to where it rains more than anywhere else in the continental Pacific or the continental United States.” And so, I was really excited to move here. And the first few years was great. And I will say this last year was really, I really noticed how much the weather impacted my emotions and the mood and so I started trying all of the holistic things and after this last year was just really, really rough. And I decided that I'm okay with the fact that I might need some better living through chemistry this year because, winter is hard here. It is gray and it is dark and the rain is beautiful and there's nothing I love more than coming over the bridge and seeing the mountains that are snow capped in the distance, in the midst, wandering through the trees. It's gorgeous. But days after day, after day of that is tiring. And so I'm holding on to every bit of the sunlight.

Dr. Andy Roark:
Yeah, lets soak it up. Yeah, definitely. It's funny how we come across things like that. I always struggled in the summer times of just getting down and really just kind of feeling crappy and stuff in the summertime. And for a long time I'd say something to my general practice doctor, something I'd be like, “Hey, I generally feel pretty depressed in the summer.” That stuff would happen. And she was like, “That's not how-

Stephanie Goss:
That's not how that works.

Dr. Andy Roark:
… That's not how seasonal affective works. I was like, “I'm pretty sure it's seasonal and it's in the summertime.” And she's like, “No one… That's not a thing, Andy.” And so, anyway, come after a couple years what I came to find out was that for me, I think I definitely struggle sometimes with feeling good about what I'm doing and where I'm going and things like that. In the summers, I'm convinced it's because of a lack of structure. You know what I mean?

Stephanie Goss:
Sure.

Dr. Andy Roark:
For me, in the summers because the kids are out of school and everybody's traveling and vacationing and stuff and conferences are shutting down and I'm not hustling like I usually do. And it's funny, as I've committed myself to adding more structure into my summers, that has fallen by the wayside and into the rear view. But I just say that as, man, it's just seasons are real for a variety of different reasons. And I think that not taking a moment to just be honest with yourself about, “Hey, this is a thing that I deal with.” That's a mistake. If you're surprised by something again and again at some point it's not a surprise. It's kind the same thing with you. If every winter you roll in to this time and you go, “Man, I really feel crappy for X amount of time.” At some point it's not a surprise. That's a choice that you make, to continue doing that.

Stephanie Goss:
Yes. Yeah, absolutely. And that was me. I was like, “I'm going to just see if this is in my head or if this is a real thing.” And so last year was my year of trying it and it was a really hard winter for me and I said, “You know what? I am I okay with better living through chemistry this year.” So we'll see how that goes. But yeah, the seasons are changing. I heard fall is maybe coming to Greenville. I heard you guys are starting to cool off, all of a sudden.

Dr. Andy Roark:
Yeah. The leaves are just starting to change right now.

Stephanie Goss:
That's awesome.

Dr. Andy Roark:
It's pretty darn beautiful here and I got up this morning and it was 62 degrees when I walked Skipper and just being beautiful and cool. I got my sweatshirt on for the first time in months.

Stephanie Goss:
Nice.

Dr. Andy Roark:
It's good. Let's get into this.

Stephanie Goss:
Yeah, I'm excited. So we have a question from the mail bag. Y'all have been blowing that up and I have a nice backlog for us to work through. So, if you are listening and you're like, “Gosh, are they ever going to get to my episode,” we are working our way through.

Dr. Andy Roark:
Going as fast as we can.

Stephanie Goss:
Big list. But we got a great letter from a veterinarian today and I love this one. It is about consequences for clients, especially when clients are being very naughty. It is a vet who has been out of school for a while and is working in a companion animal practice and they're a corporate practice and they feel like they are hitting a wall with how to meet the needs of the teams when it comes to client behavior correction. And so, they are feeling like there is not a lot of structure and there's not accountability with clients. And so, they gave us some examples of things that are happening. They had a client who ran out of a med for their pet and it happens to be a controlled substance.
And so, they called in. When the doctor who had seen that pet wasn't there and the client wanted the team to call in a script and the team was like, “We can't do that. We actually need a written script and we don't have a patient… Or, we don't have a doctor here who has seen your pet. So one of the other doctors will have to verify the chart and make sure that we can prescribe it, because it requires them putting their DEA license on a handwritten script and then you're going to have to come get it and take it to the pharmacy because we legally not allowed to call it in.” And the client lost their mind on the CSRs and was yelling at them and then they went ahead and filled the script for the client anyways. And then the client never showed up to pick the script after yelling at the front desk and screaming at people on the phone.
And this doctor was like, “Look, how am I supposed to deal with this as an associate vet who isn't even this patient's doctor? Am I unrealistic for expecting that somebody should deal with this bad client behavior? Is it crazy to think that a client should be called to discuss it? Especially because they not only made the front desk cry but then they never even showed up and so they wasted our time, really the whole team's time.” And so, this is a doctor who said from a doctor who's being made to feel like these problems are trivial and they are just wondering, “What expectations should I have? What should be the next steps when we have clients who act like this? Should there be some consequences? At what point is the management team of the hospital held accountable for dealing with and communicating with clients when it comes to their bad behavior?”

Dr. Andy Roark:
Yeah, I think this is a great question.

Stephanie Goss:
Me too.

Dr. Andy Roark:
Yeah, I think a lot of us really wrestle with this. Let's start with some head space.

Stephanie Goss:
Okay.

Dr. Andy Roark:
This is a shades of gray question and I just want to say that upfront. If you came to this podcast expecting us to pull out the flaming, raging justice and be like, “No, does pet owners do to just deal with it?” Or, “How dare you not do what the pet owner wants?” Neither of those two things is going to happen. And I think that it's important. I think that, that's the frustration is people want to know, pet owners, they need to be held accountable for making me feel bad or I just need to suck it up and the client's always right and neither of those things are remotely correct. Yeah. Let's start with some validation on the medical side because gosh, we've all been there.

Stephanie Goss:
Oh, yeah.

Dr. Andy Roark:
We work really hard and having people jerk us around and be mean to us or say nasty things or make us do a bunch of crap and then not even show up and pick it up. Man, that's wildly frustrating. You know what I mean? I am super busy and now I'm on the phone and I'm pulling the records and I'm reviewing some other doctor's-

Stephanie Goss:
Notes.

Dr. Andy Roark:
… Work and what they did and trying to decide am I going to write this script and there's the quality of life or this pet and I don't want this pet to suffer and at the same time, I do not have time to see another pet today. And going through this emotional work and this mental work and taking this time to do this and then have them not even show up to pick the thing up and they made the person at the front desk cry. That doesn't seem right and that doesn't seem fair and that I fully understand being angry about that and I also understand being angry about that and then saying something to management and they don't do anything and feeling like my needs and my thoughts are being trivialized. And so, I just want to really validate those feelings and say, I think we all have those feelings and that is not remotely unjustified, I guess, to feel that way. Do you agree?

Stephanie Goss:
Yeah, no I totally agree with that. It is something that whether it's this specific… This happens a lot so that I think a lot of us can recognize our own clinics in the prescription issue because this is a challenge for every clinic. But there's a bunch of different scenarios where it feels like, “Oh, I totally get this,” and it is wildly frustrating and it is definitely a case where you just want to go postal sometimes because you're frustrated, you're frustrated, your team is frustrated. And it is one of those circumstances where I think validating the frustration is really, really important. And then I think for me, having come from the front desk and come from the client service world, the next piece of head space for me in situations this is, I always ask myself to step back for a second and put myself in the client's shoes, because the reality is especially in a case like this, if it's a controlled substance, there's probably something going on with the pet or there could be something going on with the client.
And let's be real, that often, when we're dealing with controlled substance requests in particular, there are always questions that we're asking ourselves about, “Is this a situation where the pet actually needs this medication and the client is upset because maybe they're end of life and they're just trying to make them comfortable?”
I try and ask myself all of those questions and I try and ask myself the questions of, “Is there something going on in this client's life? Are they trying to leave to go out of town and they just want to leave the pet sitter with the meds that the pet needs?” There's a million different reasons, if I really ask myself to step back, that I could hallucinate why a client is acting, maybe, not their best behavior wise. And so for me, the second piece of head space, it really comes to, “Can I put myself in the client's shoes?” Because that leads us always to where we want to be when we have hard conversations, which we will get to when we get to action steps. But it is in that safe head space where we can stand next to them or I can pick up the phone without my hand shaking because I'm not so angry.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
I've been that manager where I look at the charts and I read the interactions with the team and I'm just pissed. I'm like, “Why are you screaming at my front desk team?” And I pick up the phone and call that client and recognize that my hands are shaking because I'm so angry and I just make myself put the phone down and take it because you have to be in a good head space to have those kind of conversations.

Dr. Andy Roark:
Yeah, I agree. The other side of it for me is empathy. And so I got a story I want to tell on this just because it happened recently. You know this, Stephanie, but a month ago my wife found a little lump in her armpit. It was this tiny little BB size lump and jump ahead 10 days from that. And we had worked it up and gotten CT and biopsies and stuff and wanted to know what this thing was. And so, Stephanie had flown into town and Ron Sosa was there and we were doing strategic planning stuff for Uncharted and we were at the west end in the board room and we were working on strategic planning and my wife had just gotten results I wish we didn't know were coming. And so she had pulled over, she'd been driving so she just came on to the west where we were working and she came and she got me and she told me that the results had come back and she has invasive carcinoma, which is not good.

Stephanie Goss:
Right.

Dr. Andy Roark:
In the grand scheme of good and bad, not good. Not the worst of the sucky things, it's a pretty good sucky thing. Of the sucky things it's a pretty good sucky thing.

Stephanie Goss:
Yes.

Dr. Andy Roark:
Man, but she came and got me and told me out in the hallway and we talked for a while and after a while it was time to go on with our lives. It's kind of a funny thing about cancers, not a whole lot you can do. It's waiting and making decisions and then waiting and the uncertainty is really pretty terrible. Anyway, I came back to the room and I said, “Guys, I need to take break.” And I went for a walk and so my wife went back to work and I went for a walk and so I'm walking through downtown Greenville and I go to this coffee shop because it was there and I was sort of looking for something that made me feel better.
And so, I walk up to the desk and the guy behind the counter looks at me and he says, “Hey buddy, how's your day going?”

Stephanie Goss:
Yeah.

Dr. Andy Roark:
Like that? My thought was, “I just learned that my wife has cancer and I'm not sure how I'm going to tell my kids. How was your day?” That was what I thought. And of course I didn't say that. I think I just flat out said, “I'm good,” which was not true. “I'm good.” And then he went ahead and he was like, “Oh yeah, we're just making coffee right now, it's going to be a couple minutes.” And I said, “Okay.” And I waited and I got my coffee. But I thought about that and all seriousness, I thought about that of how surreal that moment was, of this guy saying, “How's your day?” And me going, “10 minutes ago I got news that absolutely rocked my world. How are you?”
I thought about that a lot since that time because I wasn't mean to that guy.

Stephanie Goss:
No.

Dr. Andy Roark:
But I was… Boy. He and he had no idea, no idea. And I just asked myself how many times have I talked to someone who's just had their world rocked and I had no idea. I said, “How're you doing?” And they said, “Fine.” And that was all. And I just obliviously went on not knowing this person was dealing with something that was enormous for them. Right?

Stephanie Goss:
Right.

Dr. Andy Roark:
But I think about that and it was just this massive wake up call for me it's like, “Man, you have no idea what people are dealing with.” And it's just for me that's just a reminder of empathy. And I think that you can hold two thoughts in your head at the same time. You can be frustrated that you got jerked around and you had to spend your time and this person was mean and nasty and they shouldn't have been mean and nasty. That's not okay, that's not acceptable.
And at the same time, perhaps they're really, really struggling with things that have nothing to do with us and that doesn't make it okay, but it does at least make it understandable. And a lot of people say, “But Andy, how many people are having this terrible thing?” And I go, “I don't know. How many people do you talk to in a day?” Seriously? I think that's a lot of it, is we talk to a lot of people who are fine and the ones who are not fine really stand out. And so I go, “We'll play the odds. There is a chance that we talk to people who are having bad stuff in their lives, like real bad stuff.” And those numbers might even match up. The other thing I was thinking about is this. If somebody comes to you and they say, “Oh man, I got this terrible news. My mom is really sick and I'm struggling, I'm sorry.” You would say, “Hey I understand. No problem, I get it. I understand that.”
But what if the person comes to you and says, “I have 15 different things that are all a bit stressful and they've compounded and now I'm really struggling.” I don't think that we think as much about that. You know what I mean? I don't know that we see that the same way as having one big scary thing. But I think a lot of us would say, “Boy if you have…” A lot of us have had 15 kind of small things that are all-

Stephanie Goss:
Right, and then you just blow up.

Dr. Andy Roark:
… [inaudible 00:21:13] up and we struggle. And so there's that empathy part to it on the other side, which is to go, “We don't always get to deal with people in their best days and no, they should be strong enough to not take it out on people who aren't responsible for what they're dealing with, have nothing to do with it.” But at the same time, most of us struggle.
The day after I went to the coffee shop, I went out to dinner with Ron Sosa and we went to this restaurant, one of my favorite restaurants and it's kind of had a black mark on it for years for me because before the pandemic, I was struggling with a couple things at work and stuff like that. And we went to dinner at this place and I am not mean to servers and I am not mean to people, in general, that's not who I am. But on this particular day I was hangry and I think I was tired and I had some other stuff going on and I went to dinner and my family was there and this server was there and he was running way behind.

Stephanie Goss:
Sure.

Dr. Andy Roark:
And finally he shows up and he is like, “I'm sorry I'm late.” And I said something kind of crappy, “Well, it's about time, man.” And the table got really quiet and part of it was because it was a crappy thing to say. Other part is because I don't say those things, I am not the guy that gives the waiter a hard time. And I think my family was like, “Whoa, what is this?” And I will tell you I felt bad about that for years. For years. I was like, I remember when I said that. And I remember the table got quiet and I remember feeling crappy afterwards, “Why did I say that?” So anyway, the day after I had gone to the coffee shop, we go back to this restaurant and that waiter is waiting on our table. I recognized him immediately. I was like, “That's the guy.” And then as the meal went on at one point I got up and I caught him off by the kitchen and I said, “Hey, have you been working here a long time?”
And he said, “Oh man, four years.” And I said, “Listen, you don't remember me but a couple years ago you waited on table and I said something really shitty to you and I just wanted to tell you, man, it had nothing to do with you. I felt really bad about it ever since then I think back.” And I'm like, “I regret that I did that.” And he laughed and he said, “Oh man.” He said, “You don't have to say that.” He said, “Everybody has their moments,” and that's what he said. And I just thought about that, everybody has their moments.
So anyway, so I put that down again as saying, I cannot say that I'm someone who has never been an ass. You know what I mean? Or said something me and that's not who I am. And that's so rare that I remembered it and it bothered me to the point that I remembered the guy. It was post-pandemic when I saw him. So it's been two to three years since this thing happened. And I still remember that guy and that's how rare it was for me to act that way. But, man, it really bothered me and he just said, “Man, everybody has their moments.”
So anyway, I know it's a long way to go but I think this is important. It's just an important concept I think a lot about as I sort deal with my wife having cancer and stuff [inaudible 00:24:05]. Everybody's said for a long time everybody fights something we don't know anything about. And I go, “Nah. Yeah that's true,” and I just want to make it clear. So anyway, I don't mean to overplay that or anything, but it is just something I've been thinking a lot about recently and I go, “Yeah, I get it.” And I've been on both sides of this and is frustrating. But I think that best head space is to say you two things can be true at the same time. You can be wildly frustrated that your time is wasted or that someone's not treating you well or that they're behaving in a way that they should not behave. Objectively, they are being a jerk.
And you can also hold in your mind the idea that, “I don't know this person and I don't know what it's going on and it costs me really nothing to assume the best intent that I can possibly assume and try to give grace.” And I know that that can be hard to do, but I really think space for me, you got to try to hold those two things in your hands at the same time.

Stephanie Goss:
Now there are people who are listening to this and who are just want the flaming, raging sort of justice and are like, “There should be two camps. There should be, this is our job and we just deal with it.” And there should be the other opposite, polar opposite side, which is, “Clients are not allowed to behave badly, they're always consequences. Screw that.” And I think, hold your horses because when we get to action steps, I think we're going to talk about the fact that you can have empathy. I think about this a lot when I think about the team and this conversation I have most often in the context of team behavior because there you can have empathy and you can ask yourself to put yourself in somebody else's shoes and you can do the head space work. And it is important because you could do that and still have accountability.
And I think your point of you can have two opposite thoughts in your head at the same time, this is a case where that is a hundred percent true because you can absolutely have accountability and when you have accountability solely in the absence of ever having grace for anybody else, it doesn't usually work out so well. So the hard and fast line in the sands, it is, as a manager, I am an advocate for having some of those. And I would ask all of you as we talk about the head space and we start to talk about action steps, this is one where you have to think about, is this a hard line in the sand or is this one where there should be some shades of gray? And I think that this is true because to your point, you never know what somebody else is dealing with.
And so, there are some hard and fast lines in the sands of things that I do not tolerate under any circumstances when it comes to client behavior in my practice. And I will fire a client, no questions asked. And there are a lot of things that fall into that shade of gray. And so I think the head space piece is really important because when you're in the moment, when you are that person on the other side of the coffee shop counter, Andy, or when you are the server on the other side of the table or when you're the CSR sitting at the front desk, it is really hard if you are in that seat sometimes to have the objectivity to look at this and say, “Should I be asking more questions? Is this a shade of gray? Does this person deserve a second chance?”
And I think what that waiter said to you is so important because everybody does have their moments, we all have bad days. And so I think it is important to have those lines in the sand and if it falls into the shades of gray, I think we have to have a process for dealing with that. And we going to get into that with action steps. But I love that you said that because I think it's really, really important here to help find that the shades of gray.

Dr. Andy Roark:
Yeah. Well and I'm really glad you said it too because that is a key, key point we really have to make here before you go into the break is, you can have a good positive head space and also make changes to protect yourself. And you can also say, “You know what? I hear you, I'm assuming the best intent possible and I'm not going to continue to be treated this way.” Again, so I don't want anyone to think that Andy's saying, “Oh, we have to suck it up because the client might have gotten bad news today.” No, I'm not saying that. I'm just saying it helps me to look at this in a more positive way and to not feel so bad that I was taken advantage of and my time was wasted. If I can give some grace to the other person and just assume that we don't know what battles other people are fighting, that is true.
And, at the same time let's make some changes, let's set some things up to minimize a number of times these things happen because just saying, “Oh we're going to give grace and allow people to beat on us and make us feel bad and be nasty again and again and again,” that ain't what I am talking about. And we're going to make some changes to make sure that doesn't happen. So how do you feel about taking a break and then coming back and we're talking about what we're going to do to release this pressure.

Stephanie Goss:
Yeah, I think that's great.
Hey friend, there is a workshop coming up that some of you are not going to want to miss. This last weekend was I [inaudible 00:29:17] you done. There's a lot of conversation about challenge in our practice and how a lot of us are struggling with things not working very well, things feel pretty inefficient. We're all struggling to help you more with less, less time, less people, less resources. And there was a lot of conversation about how do we get more efficient and effective in our workflows? And so, while a lot of you were there with us this weekend, not all of you were. And so I want to give you all an opportunity to join us coming up in November 30th at 5:30 Eastern, 2:30 Pacific, we are offering a two hour workshop with my dear friend, Sinani [inaudible 00:29:55].
Sinani Is an RVT, so she is a licensed technician, she is a general badass, she is a practice management consultant and she loves talking about workflow. And so Sinani has agreed to come back and lead a workshop that was voted one of our most popular in all of 2020 in Uncharted, and that is super [inaudible 00:30:12] optimizing workflow.
This two hour workshop is here to help you and your team to [inaudible 00:30:19] your workflow so that you can get out of the place where everything feels inefficient and ineffective. So if you are struggling with efficiency and effectiveness in your practice, head on over to unchartedvet.com/events and sign up for the workshop. We would love to see you there. And now back to the podcast.

Dr. Andy Roark:
Okay, let's get into some acting steps here. So we've talked about this, we're talking about giving grace and talking about balancing our needs to be treated with respect. We feel like our time is valuable with the fact that we're dealing with human beings, we have no idea what's going on in their life and we want to give grace. What can we actually do here besides suck it up? Which is not the answer that anyone's looking for.

Stephanie Goss:
Yeah. I want to look at the questions that our frustrated doctor asked because I think they're really good ones and to walk ourselves through the action steps. And I think we'll get to all of the main things that I think you and I both would be thinking about, how do we solve this? So the first question they asked us, how should a DVM expect management to deal with this client? And for me, the action part is [inaudible 00:31:28] is a dangerous word, but where I want us to start here is that you can use transformational vocabulary here. So ‘should' is very dangerous because you ‘should' think a lot of things should happen. But that isn't always reality. Is it unrealistic to expect that management would deal with a client who is acting X, Y and Z? That's a great question. Would they deal with this because it asks them to think about it.
Not that you're implying that you think that they need to be doing something different than, what they are doing, but you're asking them a question of would we deal with this client behavior? And so from an action step perspective, it's a great question to ask from a team perspective, what would we tolerate? What would we not tolerate? And that's a great place to start figuring out some of those, how do we treat each other and how do we expect our clients to treat us? Because I think that there are some things when you start to talk about it as a team. And where I'm going with this is, a huge part of this for me is you have to have the discussion so that you can clearly explain your expectations to your team and to your clients and have some policies. Andy knows that I love policies and protocols and structure because it allows your team to deal with these kind of things and know what the expectation should be.
It resolves that four letter word piece of the should because it is outlined, the team knows how you expect, as a manager, that they would handle it. So I would start by asking some of those questions about what would we tolerate well, would we not tolerate? Can a client scream at a member of our team? Well, that's kind of on my high danger red list. If a client is literally screaming at my team, that is not something that I really tolerate. However, I also want to have empathy and so I want to be able to put myself in the client's shoes. And if I had a client who just found out that their husband or wife or partner had cancer and they walked in and they started screaming at my team, I could hallucinate a world where I might give them one more chance.
I might say to them, “It is absolutely unacceptable that you scream at my team. Full stop. That is not something that I'm going to tolerate in the future. I completely understand that you are having a really hard day because now you've told me all these things and I get it and I have empathy for you. I need you to understand that in the future, under no circumstances can I tolerate this behavior.”

Dr. Andy Roark:
Yeah.

Stephanie Goss:
That is giving them that chance, giving them that grace. And so I think for me it starts with where are those lines in the sand for us? What are the things that we're willing to tolerate, because that then helps us figure out what are those shades of gray.

Dr. Andy Roark:
Yeah, I completely agree with that. All right, so I want to expand on this because you and I look at these things a little bit different way, which is always really healthy, which is why we're a good team, is that you look at it from a policy standpoint and I think you're completely right. Again, we go back to this all the time. If there's a surprise that it happens again and again, at some point is not a surprise, is your business model. But people getting angry is not a surprise for any of us. And I wonder if there's shifting social norms going on. We see people at restaurants are worse than you've ever been.

Stephanie Goss:
Yes.

Dr. Andy Roark:
The videos of people on airplanes, for god's sakes-

Stephanie Goss:
Yes, are awful.

Dr. Andy Roark:
… what in the world is going on with people. But this seems to be a thing that is happening.
And so, you can't act like, “Oh this never happens.” And so what I would say is when people get angry, what are we doing? So I have a angry client course which is made for teams to take together and talk about getting on the same page when they're dealing with angry clients. And it's over at the Drandywork.com site. And the reason I made it as a team training, it's because there's not a right answer. It's let's all get on the same page and understand what the expectations are at clinic are and how we do these things. And so I really want to make this a discussion-based team thing that we would do during staff training and stuff. So I make that, but one of the big things that we talk about is angry clients. You never know why they're going to be angry and you know what they're going to say and you can't really prepare for that.
But the one thing you can prepare is, what are your systems for receiving angry people and dealing with them. And a lot of us just don't have that. We're like, “We're just going to wing it.” And I go, “Okay.” I think to your point, it's time for some protocols, which is just, “What happens. How do we set expectations? Who does this person get to talk to? How do we escalate concerns? What is the front desk in power to deal with? What goes to the doctor versus what goes to the manager? How does that work? And there's not a right answer. It really is who is your personnel and what is your culture and how does your practice work it and just figure that stuff out? But if you don't have that stuff, I think you just figure it out. The other part of the protocols where I would say this is really where I tend to immediately go to, because it's where my head is, is the expectations extended to the pet owners.
And so I am all about sign posting and signaling and setting expectations to pet owners. I really like patient bills or client bills of rights and responsibilities and responsibilities, meaning this is how you'll be treated and this is how you're going to treat us and this is how we work together. And if you can't abide by this, then you're not going to be able to be seen here. And I think that that's really important. I see more and more of those things going into the hospital. That stuff is up in the waiting rooms. If we expect to be treated with respect and raising your voice is not acceptable and there is clear communication about what is acceptable and what is not. We had a hospital in Uncharted of talking recently because they're a walk-in practice and they just do walk-ins, but now they're splitting and they're doing a wellness section and a emergency urgent care section and they're both walk-ins but they're two different doctors.
And so, they were already having this problem of people coming in and seeing other people who came in after them getting seen before them and getting mad. So imagine someone comes in with urgent care and someone else comes in after them for wellness. Well the wellness doctor is moving faster or has less going on and the wellness thing goes straight back. You can imagine the urgent care person getting angry and that's what was happening. And so in the hospital I had seen in the waiting room these signs that said, “This waiting room serves multiple services. People may not be seen in the order that they are brought into the waiting room,” but that sign exists for a reason. It exists because there was stress or frustration over that at some point, in some way. And so that type of sign posting at least literal sign posting, but that type of sign posting, this is what we expect, this is how we want to be treated with.
I think setting those expectations is really important and saying, “This is what we expect from you and what you can expect from us.” And I think that you can hold clients accountable to those standards when those standards are communicated.

Stephanie Goss:
Yes.

Dr. Andy Roark:
I think it's much harder to say, “Hey, you were really mad at my front desk,” and I would say, “I wasn't mad.” And they would say, “Well, you made my front desk person cry.” And I would say, “Well your front desk person is overly sensitive,” and you see exactly how this would go. And you go, “Okay, this is useless. What are the standards that we can set and we can communicate to set ourselves up for success so we can have productive conversations? So we can talk about policies, not just how you made me feel and how I interpreted what you said?” I think that that is absolute groundwork, basics for being able to handle these types of situations.

Stephanie Goss:
And I'm going to step on a soapbox here for a second-

Dr. Andy Roark:
Yeah, do it.

Stephanie Goss:
… From a manager perspective, and this is where I'm going in addition to policies and protocols, I'm going to step on the documentation soapbox for a second because this is where the reality is we want to think the best and we want to assume good intent. And as a manager, my point goes to what you just demonstrated, Andy, which is that I can't argue with a client about what happened if I wasn't there. I can rely on my team's documentation and for years as a manager, that was the only thing I had to go on. If it wasn't in the chart, it didn't happen. “So you guys, for the love of Pete, please write it down so that I can help you and I can back you up.”
We live in an age of technology. If your clinic does not have cameras and if you are not recording your phone calls, you are doing a disservice to your clients and you're doing a disservice to your team because you can't do your job as a manager and help on either side if there's not documentation. And so there are rules and regulations and it is your responsibility as a manager to know what the requirements are in your state. But in this day and age, especially if you have a clinic where you have late night hours or you run skeleton crews, you need to have cameras and you need to have recording on your phone calls because then it becomes a no brainer to be able to document along with the client and make them a part of the conversation.
“Well, I listened to the phone call and I would love to share it with you so that we can figure out how we're going to resolve this because what you said happened and what I'm hearing on this tape feels like those are two different things and I want to figure out where the disconnect is.”
Right? You can make them an active partner in that conversation in a way that you absolutely cannot do if you are not present. And let's be real, I don't know about you all, but as a manager, I cannot be everywhere all the time. But despite the fact that my kids think I have back eyes and I can see everything that is happening, whether I'm looking at them or not, I can't be in 10 places at once. And that is something that I have talked to a lot of managers and a lot of practice owners who are like, “I don't want my team to think I'm spying on them. I don't want my clients to feel like they are being watched.” The reality is you are doing it to help protect them as much as you're doing it to help protect yourselves.

Dr. Andy Roark:
Yeah, I would say the world is changing, like we said before, and this is a wildly litigious society.

Stephanie Goss:
Yes.

Dr. Andy Roark:
You better film it and you better record it. And if your staff goes, “You're spying on us.” I would say, “Look around, we are in healthcare and people do bad things and this is for our protection is to be able to say this.” And I see if you explain it to teams that way, they get it because they've been yelled at or had people say wildly inappropriate things to them in the exam rooms. I hate it. That's part of our job to some degree is it does happen and you want to protect yourself against that. You want to minimize that. We want to make that not happen. And so for me, that type of stuff. Yeah, that's not about spying on the team, that's about us just taking care of ourself and our team.
I will tell you. God, it's been years, we had an incident in the treatment room one time. A pet got away from restraint and ended up really hurting itself in the treatment room. Again, this has been years and years and years and years and not in my current job or anything. And boy, having film of the treatment room of what happened, it saved our butts because the person was like, “What did you do to my pet?” And we're like, “This is exactly what happened and we can tell you and we can show you what happened. We can show it.” It was the most freak accident thing that ever could have happened and you never would've believed it if we didn't have the film to say just happened. The other thing about this too, as far as prep work, Im going to throw this back in.
I know you and I have touched all around it, but we just want to say it really, really clearly. You should have an idea… Not idea, you should have a policy about what constitutes abuse versus bad behavior. And I think we said that. I think we've said that. But I just want to make real clear that we say it. When I talk about dealing with this, I am not talking about abuse, I am talking about bad behavior. And so I am not talking about how to empathize with people who threaten violence, make death threats, make racial slurs or homophobic, transphobic, whatever. Whatever your things are, whatever your lines are, that's not a, let's see how it goes. Let's talk to the person. It is totally fine to say no, this constitutes abuse and it is immediate termination. You should know what those things are and everybody should know what those things are.
But anyway, I just want to be real clear about that. It's like when we're talking about shades of gray, don't think that we're talking about worst case behaviors. That's not shades of gray, that's abuse and that's not acceptable.

Stephanie Goss:
Yes. And the last piece on my technology soapbox was I heard… This is not something I have done in my clinic, but when I heard this I thought this was totally genius. So if you are monitoring and recording your client calls, there is something that I have seen more and more clinics start to do, which I just think is brilliant, which is have a voicemail box set up to support what your abuse policies are. So as a CSR, I've been there where I've had the client who is acting crazy and is crossing the lines where I have still had to try and maintain professionalism and say, “Sir, I need you to calm down. I can't talk to you if you're speaking to me like that.” And try, in the moment, navigate those waters.
And there are clinics that have a voice mailbox set up so that when a client crosses that line if somebody's swearing at you, if they're shouting racial slurs, whatever, where the CSRs can hit the button and send the client to the voicemail that then picks up and says that you've reached our zero tolerance line and for the safety and wellbeing of our team, our animal hospital has a zero tolerance policy for these things. This phone call will be reviewed by a member of our management team before we can continue services.
The CSR has a way to navigate out of that and then the client knows this is what the follow-up is going to be, because in that moment the adrenaline rush gets going. I've been the CSR that feels really empowered to have those conversations and still I'm shaking and I'm just trying not to cry. And I'm like, “I need you to calm down.” And I just thought that that was so brilliant and I was like, as a manager, how great would I feel?
I would have no problem taking those voicemails and being able to look at the caller ID and reviewing the call and breaching out to that client and saying, “I've reviewed the tape and this crossed star zero tolerance line. Where would you your records forwarded?” That is an easy conversation for me to have if I have the ability to review that with my team. So I'm going to step off the soapbox for a second because we have a bunch more, I think, solutions to talk about. But man, if you are not taking care of your team and your clients by having some surveillance in your practice, you are missing a giant trick.

Dr. Andy Roark:
I think that, that's a great, great point. I also want to bring this back around to the shades of gray conversation. I think that people's… I can give grace to people having a bad day and having a bad moment. At some point a pattern is a pattern and that's not a bad day. That's your behavior pattern.

Stephanie Goss:
Correct.

Dr. Andy Roark:
And so, I really think that documenting these types of interactions is really important. Yes. I have a sort of a multi-strike process where you say, “If you're unhappy, I get it. If you're unhappy three times this year about different things, I don't think that we are meeting your needs and I'm going to recommend that you seek services somewhere else.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
And so I do think that there should be some patterns in policies for documenting these interactions and just to let people know what they're walking into, but also just to have a track record so that later on I can say to this person, “Hey listen, I have documentation here that you had an interaction with the front desk back in January and then in March. There was also notes here about you being very angry when you called about these things. And now here we are in October and this is a third issue that is really not being resolved very well and that you were very upset about and we are not agreeing on. I really do think that we've reached a place where you may be better served somewhere else.”

Stephanie Goss:
Yeah, I love that. And I am the same. And you're speaking my nerd love language, Andy, because I can't tell you how many times I've had conversations with clinics where they're like, “But client communication, documentation doesn't belong in the medical record.” And I look at them and go, “Are you crazy? I don't know how you're running your business. But in this day and age, if you are not doing something to document your interactions and things that happen with your clients, I feel sorry for the board lawsuit that's waiting to happen someday because that's just the society that we live in.” And so, have a system. Have a way, a process, and it to cannot be something you make up on the fly. It cannot be something that you telephone out to the members of your team. This is a huge part of your staff training.
Every member of your team has to understand what are your policies, what are your protocols when it comes to client behavior. How does it get documented? How do you flag it? Because I'll tell you, being the manager, looking at a 30 page chart and trying to look back at 10 years of client communication notes and hope that I might pick out instances in the past where they behaved badly. Because the CSR was telling me, “Oh yeah, every time Mr. Smith is here, he yells at the front desk.” And then I'm like, “Okay.” And they're like, “Oh yeah, we've documented it in the chart,” but documented it in the chart means bearing in 10 pages of chart notes. I'm hoping that I can pick that out of the chart.” So there has to be policies and protocols that support documenting these things so that it is really easy, like you said, Andy, to figure out what is the pattern.
Because if Mr. Smith was here five years ago and had a bad day and now he's here today, that might be two strikes.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
Am I going to fire him? Because five years apart, he had two bad days?

Dr. Andy Roark:
Yeah. Exactly.

Stephanie Goss:
I don't know, maybe. Depends on what's happening today, but probably not. And this is where the front desk and in particular because they bear the brunt of the bad client behavior, where they struggle because they're like, “Man, it says in his chart that he had this incident five years ago and here he is yelling at the front desk again and you're not going to do anything about it.” I can't have the conversation with them to try and teach them the empathy skills that I'm using, but also the judgment skills that I'm using to weigh this conversation. And if you are not having kind of a postmortem or a rounds process for your team to teach them why you're making the calls that you're making when it comes to client behavior, you're missing a trick.
Yeah. Because I will tell you that I learned so much from my team about what upset them as much as they learned from me about why I was making the calls I was making when we sat down and reviewed when a client has been fired, what they have been fired for, and how I reach that conclusion. Right. Or if I chose not to fire them, why did I do it? Because I want them all to understand this was the exception that was made and how did I document it in the chart so that everybody knows this was the final line in the sand. This is exactly what I said to the client. They know what the consequences are going to be moving forward and I am not afraid to let it rip moving forward if they cross that line because there should be some sort of, this is again, is a dangerous word, but in my world, I don't think it's crazy.
And our doctor who wrote in asked, is it wildly unacceptable to expect that a client be called to discuss their threatening behavior? No. For me the answer is no. I think that they should be expected to be called to discuss their behavior, but that may not be the reality in your practice at this moment in time. And so that for me is like it should it be done for me? Yeah. Heck yeah. Is that the reality in your practice? I don't know. And so this is where we have to step back and the action steps have to start with where those lines in the sand, how are we documenting it? To your point, what is our multis strike system? Because if it's always one and done, somebody's always going to be unhappy. Either your team is going to be unhappy, your clients are going to be unhappy or both.

Dr. Andy Roark:
Yeah. Well, so let me expand this a little bit further too and say the benefit of the documentation, the way that we're talking about and things like that and having a system for handling these sorts of things. Listen, it's about making your team feel heard. Now if you are management and you have that doctor that is putting these things forward and this doctor says, “Am I wrong to put this stuff forward?” The answer is absolutely not. No. Let me tell you what this doctor is probably really worried about. In my experience, this is what I see again and again. So there's three parts that suck here. The first part is dealing with an angry person and that sucks. The second part is not feeling heard. When you turn to your staff and ask for support or ask for them to look at it or you just want to vent, you just want someone on your side to say, “You didn't do anything wrong. You should not have had to deal with this. I'm sorry.”
Just feeling heard is a big thing. And then the third thing is that people generally have a fear in my experience that this is going to go on forever. Meaning, if you let this person be mean to me and I say something to you and you ignore me, that means that you're going to let people be mean to me forever. And so now I'm standing here and I'm looking down the road and people being mean to me without repercussions looks like my destiny until the day that I die. I'm 98 years old at the front desk, people are going to be mean to me. And from a management thing, you better make people not feel that way. They need to know, one, now every case is going to be different and you might not call this person, I don't know. It depends on the specifics and blah blah blah and what your capacity is and things like. You might not call them, but you better make this doctor feel heard and feel that their concerns are valid and important.
And two, you better make them know that this is not going to be their life and it's not going to be acceptable going forward. And if you don't do those two things, you're going to lose your doctor.

Stephanie Goss:
Yes.

Dr. Andy Roark:
And I'm not convinced that, that's undeserved.

Stephanie Goss:
And I'm so glad that you landed there because that was really the last thing for me is that our doctor said… They signed it from a doctor being made to feel that these problems are trivial. And then their post script was, if this is the case, do I need to just stop fighting these battles and accept that my time isn't valuable to my clients? Is this the nature of the beast for VetMed or is it time to leave a non-supportive clinic? And so I'm so glad that you stopped there because I can tell you I have, a as manager, it is very, very painful lesson to learn. You talked about the waiter that you felt like you were mean to, Andy, and how that stuck out to you. I vividly to this day where call a situation early in my management career where I had a team member at the front desk who had interacted with some difficult and very naughty behaving clients, said something about it.
And because I struggled at that point and I didn't have the conflict management skills that I have now, I didn't know how to deal with angry people in the way that I feel confident doing it now I didn't do anything about it. And I will tell you that I wound up losing that CSR and they are one of the best CSRs that I ever worked with. And that has lived with me from that day. And I still think about it because, for me, that was a failure for myself as a manager, was that I had somebody who was brave enough to stand up and tell me that this hurt them and here's why it hurt them. And I did nothing about it. And so I think for me, this doctor was asking the question, “Is it time to leave the practice?” And that's only a question that you can answer that does very personal question.
And it's funny because this doctor asked in the context of working for a corporate practice, we have these rules and protocols and this is how they kind of handle things. And I think this is for me a very personal thing, but I would challenge this doctor to ask yourself how do you feel about it? And if you feel like you would, if it was your practice, if you could hallucinate it being your practice, would you have different policies and protocols than the ones that are in place now? If your answer to that is yes, then I think you have two choices. You can either just quit and move on, which is totally acceptable choice. Or you can say, “Hey, I feel really strongly about this. I would like some of these things to change and here's why I feel this way. I would like us to have stronger policies or I am concerned about this and here's why?
You could step up and you could advocate for yourself and then change may happen or it may not. But I think ultimately at the end of the day, each one of us should decide how we feel about that. And if we set those boundaries for ourselves, there's nothing wrong with moving on if it's not what you need.

Dr. Andy Roark:
Yeah.

Stephanie Goss:
Just like we want to set policies and protocols to say to our clients, this is how, these are our lines in the sand. This is what is unacceptable behavior for you towards us and what you can expect from us towards you. We should have those kind of boundaries for ourselves and our jobs.

Dr. Andy Roark:
Yeah. Yeah. I agree. I think the last part of this for me is some level of acceptance. Meaning at some level we all have to accept a certain amount of this and I think that, that's important.

Stephanie Goss:
Absolutely. We're in a customer service job whether we like it or not.

Dr. Andy Roark:
That's exactly right. That exactly it. I hate to say it and I'm going to be saying this the wrong way, but this is a customer service job and we are going to deal with people. And I just came to accept a long time ago, and I had a mentor who kind of helped me realize this. It was like, “At some point you're going to help people and not get paid.”

Stephanie Goss:
Yes.

Dr. Andy Roark:
Because it's the morally right thing to do when you want to help them. And there are going to be people who are going to stiff you on the bill.

Stephanie Goss:
Yes.

Dr. Andy Roark:
They are going to have a payment plan and just not do it. They are going to just tell you after you've done the work that, “Oh, I don't have the money for this.” And yes, and you can boil inside over that or you can set policies and protocols to minimize the number of times that that happens.
And then you can just accept that what is left is the cost of doing business, which means you need to structure your day to allow people to waste a little bit of your time because they're going to. And if you don't set yourself up to allow some of your time to be wasted during the day, if you're, “Every moment of my day has to be used in a productive way, I would say you have made a schedule that is going to fail you and burn you out.” There's a quote from Charlie Munger who's Warren Buffet's investment partner. He said something like, “A business that can't stand a little mismanagement is no business at all.” And I always like that. And I would say a veterinarian that can't stand to have a little bit of their time wasted is a burned out veterinarian. I think that, that's true.
That's not a criticism, this vet just honestly, this is just what it means to be in our profession. And so set your protocols bill appropriately for your time knowing that people are going to call you. And that if your protocol is our doctors take phone calls and answer questions, you better set your prices so that you can keep the lights on while your doctors are answering phones and not working in exam rooms. And I would say, that's just part of accepting what the business is and setting yourself up so that everything keeps going while people behave like people because they're not going to stop doing that. And so-

Stephanie Goss:
I love it.

Dr. Andy Roark:
Set your expectations that way. I would say at some point we have got to, as a profession, and this is something I think we really needs to be injected into the wellness conversation. And a lot of people don't like to hear it this way, but we got to stop taking things so personally.
And again, I am a sinner preaching the sermon in that when people get mad at me as a doctor, I can take that as a reflection on my self worth. I, because I identify that way, I tell you I was a real pain for me in my thirties and in my forties. I said, It's just a job and I love it. Don't get me wrong, I love being a vet. I love working in vet medicine. It is not who I am. It is my job. And when people come in and they get angry, it's my job to deal with them. And that mental distinction for me, it has helped a lot of not tying myself up so much with the work that gets done and also recognizing that I'm not going to make people happy and some people are just going to choose to be unhappy.
That have nothing to do with me. I've gotten a lot better later in my life of saying I can't make everybody happy and some people are not going to be happy. Yeah, I'm going to deal with them, but I am not going to internalize this and I'm not going to take it personally. I am going to find pleasure in just doing the work and going on. I am going to enjoy looking at the patients. I am making the plans, watching patients get better, talking to people about their animals and what they need to do and making recommendations and puzzling out diagnoses.
And I am going to enjoy that work and that's where I'm going to find my pleasure. Not in people being happy when they leave because that's outside of my power. And so I guess that's the last part for me, is some level of acceptance of this is a customer service business and it's my job. And so I'm going to know that some people are going to waste my time. And that's just the thing. And I'm going to try not to get too upset about it because I don't think there's a way around it, dealing with other human beings.

Stephanie Goss:
Yes. I love it.

Dr. Andy Roark:
Cool.

Stephanie Goss:
This feels like a good place to end.

Dr. Andy Roark:
Yeah, no, I think I'm good with that. I hope that was helpful. Yeah, that was helpful. we're definitely in shades of gray. Those are the, I think it's a good mixture of some action steps and then also some philosophy. And that's where I like to leave an episode that makes me feel really good.

Stephanie Goss:
Take care everybody. Have a fantastic week.

Dr. Andy Roark:
See you everybody.

Stephanie Goss:
Well everybody, that's a wrap on another episode of the podcast. Thanks so much for spending your time with us. We truly enjoy spending part of our week with you. As always, Andy and I enjoyed getting into this topic. I have a tiny little favor to ask, actually two of them. One is if you can go to wherever you source your podcasts from and hit the review button and leave us a review. We love hearing your feedback in knowing what you think of the podcast. And number two, if you haven't already, hit the subscribe button. Thanks so much for listening, guys. We'll see you soon.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: behavior, client

Oct 24 2022

Leaders Should NOT Eat Last – Hungry and Burned Out is Not How We Thrive

Uncharted Veterinary Podcast Episode 201

This week on the podcast…

Dr. Michael Miller joins the podcast to talk about the downside of leaders eating last. He and Dr. Andy Roark discuss what happens when servant leadership turns to martyrdom, signs that practice leaders are “giving” in an unhealthy way, and what to do about it. This episode is perfect for anyone who is pouring their heart and soul into practice and feels burned out and used up at the end of the day.

Uncharted Veterinary Podcast · UVP – 201 – COS Crossover Leaders Should NOT Eat Last

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music or wherever you get your podcasts.

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Date: November 9

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Back by popular demand! It's time to take a look at the workflows that aren't working and come up with a plan to move forward with a strategy that makes sense.

Date: November 30

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Episode Transcript

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This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.

Dr. Andy Roark:
Welcome, everybody, to the Uncharted Veterinary Podcast. I am your host, Dr. Andy Roark. Guys, I am here with my friend, Dr. Michael Miller. This is a fantastic episode. Boy, I could have talked to Michael for another hour.

Dr. Andy Roark:
Listen, should leaders really eat last? I mean, I hear that there was a book, that it's popular, and leaders eat last and servant leadership is the way to go. And I have said these things myself, but let's be honest, I think a lot of us are out there struggling with the idea that we pour our heart and souls into serving clients, into serving our team, into serving our practice, into serving our community, and we eat last. And at the end of the day, we go home and we're starving, because we haven't gotten to eat ourselves, and we are empty, because we have poured everything out of ourselves to give to everybody else, and we're not happy. And we're thinking, “Oh, well, I'm lifting everybody else up, but I only get to live this life one time and I am burning out and I am not happy and this is not working for me.” If you've ever had thoughts like that, this episode is for you. I hope you'll enjoy it.

Dr. Andy Roark:
Man, I got a ton of ideas out of this. I have been sitting and thinking since we recorded it. This is a really good one, guys. I hope you're going to really enjoy it. Let's get into this episode.

Meg:
And now the Uncharted Podcast.

Dr. Andy Roark:
Welcome to the podcast. Dr. Michael Miller, thanks for being here.

Dr. Michael Miller:
It's great to be back.

Dr. Andy Roark:
He says that because I forgot to hit the record button and we talked for 10 minutes and I was like, “Oh, no.” And so now I'm going to reintroduce Michael Miller in a much more streamlined way because I know where this is going now, and so we're going to kick this thing right off.

Dr. Andy Roark:
For those of you who don't know him, Dr. Michael Miller is a practice owner. He has written many things in a variety of outlets, including drandyroark.com, that did very, very well. He writes under the moniker the Harry Potter Vet, which I think is a wonderful way to approach this. He makes a lot of analogies between the wizarding world and the vet world, and I think that's a refreshing way to look at what we do, and it's also a neat way to kind of visualize problems, and it makes for great metaphors. So Michael has championed that. This is his third time being on this podcast and/or the Cone of Shame Podcast. He has done a number of lectures and he's got some stuff that we're working on with him in the future. It's kind of in the incubator for him to do some more workshops and things with us. But Michael has got a fantastic perspective on something that I really want to talk about. So Michael, first of all, thanks for being here.

Dr. Michael Miller:
It's great to be here. We're going to hit the time turner and go back and relive.

Dr. Andy Roark:
We're going to relive.

Dr. Michael Miller:
And just like in Harry Potter, it's not always the same thing when you do it the second time, but it's meant to be and it's going to happen.

Dr. Andy Roark:
Oh yeah, totally.

Dr. Michael Miller:
It's also not the first podcast I've been on that this has happened. Not with you, I was on a different one, so I'm good to go. We're rolling with the imperfection and we're going to be fine.

Dr. Andy Roark:
Yeah, all right. It's the second time. And I've done like 500 podcasts, this is the second time I forgot to hit record. And so the other time, I had multiple guests and we recorded, we went for an hour, and then I was like, “Oh, no.” This was like 10 minutes in, I feel much better about it than the last one. But hey, we all make mistakes as human beings.

Dr. Andy Roark:
All right, let me lay this back down again, and I just want to talk about the reason that I was really excited to have you on. And it comes from a story… Honestly, it's a story from yesterday. And so I talked yesterday with a veterinarian who I really like. I think the world of her. She is a practice owner, she runs a large vet hospital. And I just talking to her and I was like, “How are you doing?” And she was like, “I'm holding on.” And I was like, “Well, what does that mean?” And she told me this story.

Dr. Andy Roark:
So here she is, she's a practice owner. They can't hire help in the kennel right now, they just can't find people. And so she's seeing appointments and doing surgeries, and then running back to clean kennels and feed pets and do these things that need to get done in the kennel when people no-show her or if people call out sick or stuff like that. So she's working her full vet job, plus she's the practice owner, plus she's doing everything that she can to keep up the kennel. And she's got little kids at home. School is about to start, and so she and her spouse are running around and they're doing all of these things. And she had just gotten chewed out on the phone by an angry pet owner who's really mad because her pet was vaccinated for canine influenza while boarding.

Dr. Andy Roark:
Now let's be clear, the pet owner had signed a document saying, “These are the vaccines that are required. I understand that these vaccines will be given,” blah, blah, blah. We have a canine influenza outbreak right now in the southeast that we are going through so this is not pie in the sky. This is like, “Hey, we have canine influenza in our area, cases being reported. This is what we're requiring. You were told this before you dropped off.” And of course the pet owner is screaming, using profanity, telling her that she's over vaccinating and blah, blah, blah.

Dr. Andy Roark:
And I'm looking at my friend and she just looks tired and sad. And she's giving everything to the practice, to the clients. And I'm going, “This…” I'm struggling kind of with how to talk to her and of say, “I don't think this is how it's supposed to go. I don't think this is healthy.” And so let me just leave that story with you for a second and say, how does that sound when you hear it? Does that sound familiar? Do you see this in other people?

Dr. Michael Miller:
Oh, I definitely felt that during the last two years of the pandemic. But even before that, this is a thing that happens to practice owners in vet meds. So people who are listening that maybe have not experienced that, I feel like that happens all the time. And to take one of your sayings, when it happens all the time, well, then that becomes your business model. And so how do we get out of this loop? How do we escape from this situation that we keep putting ourselves in? So it's not uncommon, and it is something that we need to think about as a profession.

Dr. Andy Roark:
Well, yeah, I think the position I found myself in was interesting was I was talking with her and I was thinking about what she was going through, and I ended up feeling like the crotchety old vet who was like, “This is not working. Somebody else can call that client back.” And when I heard myself say, “I don't think you need to be the one to call the client back to deal with this angry person,” then I had this internal conflict of, “Wait a second, Andy, if you're practice owner, shouldn't you be the one to call the angry client? Shouldn't you be the one to handle these sorts of things and deal with the one-star reviews where you are the one who needs to respond?” And blah, blah, blah.

Dr. Andy Roark:
And I think in my idealistic mind, yes, that's what it means to be the practice owner, that's what it means to be the servant leader, to lift up the other people. At the same time, I'm looking at this pragmatically and saying, “My friend takes this a hell of a lot harder than the practice manager would,” who is a great practice manager and very caring, but it's not her baby. She's not feeling emotionally punched when people say, “How dare you do this?” The manager is like, “These are our policies, and you signed the form saying that you agreed to them, and that's all there is to it.” And my friend is hearing this as someone's calling her baby ugly is kind of how it is; she's feeling this.

Dr. Andy Roark:
So I felt that conflict of I feel like I'm supposed to say, “It's important for us as the practice owner or the leaders to be the ones who have the hard conversations. And you lead by example, by jumping in and doing this, and being the first one to jump in and clean the kennels because that shows that we're the servant that people want us to be.” And at the same time as I'm looking at my friend who's overwhelmed, and I know other people are overwhelmed and shorthanded, I go, “Michael, this is not sustainable,” and so help me with that. I mean, how do I get out? How do I resolve this internal conflict? I mean, where does this go?

Dr. Michael Miller:
Yeah, I think that is the key point. And that was something when I started talking about servant leadership that somebody after the lecture came up and said, “The part that resonated with me the most was when you made me realize that I am being a leader for my team in a way that demonstrates that nobody else would ever want this job. Nobody else would want to serve the way that I'm serving right now.”

Dr. Michael Miller:
And I think that's something as a profession we need to look at because there's a shortage of doctors, there's a generation of people that don't want to be practice owners. Well, if your example are people that are only working for three or four years and then burning out and moving on to something else, then I don't want to do that.

Dr. Andy Roark:
Right.

Dr. Michael Miller:
So are we setting this example where the next generation is seeing us create something that's unsustainable and they don't want to do it? And to be honest, that was me. I remember very clearly as a pre-vet student being so excited when I got into vet school and one of the doctors that I worked with said, “Well, get ready for your life to be over.” And I was like, “What?”

Dr. Andy Roark:
Oh, that's terrible.

Dr. Michael Miller:
I mean, I still, to this day, think about that moment and think about, that's my goal is to prove that doctor wrong, that I can be a veterinarian and also feel like I have not given up everything else that makes me a person. And I think that's the part of servant leadership that I felt like I was failing. I've got two little kids at home, and I would come home from work and was wiped out. And suddenly, the two kids want to play and I have no energy. I'm like, “That's not the way that it's supposed to be. There's got to be something wrong here.”

Dr. Michael Miller:
And so I started, as I do, as a person who drank the Uncharted Kool-Aid, that I went to Uncharted for advice. And right there in the Uncharted core values is servant leadership, and so I thought I knew what that was, but what I was doing was not working. And so I had to start to look into more of, what is this servant leadership and am I doing this wrong?

Dr. Andy Roark:
Yeah. Okay, so tell me about that. So you start to look into it, where does that go? Because everything you've said so far feels very normal and in alignment to me. Like I said, I would definitely not criticize the heart of my friend. And at the same time, you kind of blew my mind when you're like, “No one's going to want that job.” And I was like, “Man, this is a big, financially very successful practice,” and I was like, “she couldn't have given it to me yesterday.” I was like, “No, I don't want that job.” Yeah, that's exactly right.

Dr. Andy Roark:
Okay, cool. So talk to me about this epiphany. You say, “I'm tired. I'm burned out. I'm serving everyone to the point that I'm not happy and I don't have anything left to take care of my family and do the things that matter to me.” I think that is a very relatable head space, and I think a lot of people are feeling that way right now. What'd you do about it? How do you make peace with this and how do you figure out how to get out of this hole?

Dr. Michael Miller:
So as somebody who identifies with Hermione, there's my Harry Potter reference for this episode, I ran to the library, or this online store, and ordered a book.

Dr. Andy Roark:
Right. Okay. Right, right. Made a Kindle appear, yeah.

Dr. Michael Miller:
Yeah. So one of the things that was recommended to me was Leaders Eat Last by Simon Sinek. And right off the bat I'm like, “I hate this title. I hate this title of this book.” And I realized that when I was single parenting for my two little kids, the days that I was in charge of them, I would spend all this time trying to make a meal for them, and then put it in front of them and they would refuse it. And then I would end up eating some leftover fast food or something unhealthy just to shove food in my mouth and move on to the next thing, and felt like, “This is not working.”

Dr. Andy Roark:
And you feel demoralized too. I mean, hey, I'm right there with you. I cooked a lot of meals for little people, who they would say, “It's spicy.” I'm like, “It is not spicy.” But yeah, I feel that. And then you feel demoralized. I'm totally with you.

Dr. Michael Miller:
So then I decided, okay, I'm changing this. I am cooking food that I want to eat as well, and I'm going to sit down and eat with them. And anybody who knows sort of child psychology and behavior, that's one of the recommendations is eat with the kids so they can have a family meal and that will help them to eat, and they started eating. And oh, by the way, I was also eating and wasn't starving through the whole time.

Dr. Michael Miller:
And so maybe it isn't that leaders eat last, maybe the leaders need to eat with. And so I thought, “Well, wait a second, if this is working at home, maybe that's the type of thing I need to rethink what I'm doing at work. And instead of being the one who is making the staff happy and making the clients happy and making the pets happy and then ending the day unhappy, maybe I need to rethink that and figure out, how do I find that balance?”

Dr. Andy Roark:
I'm really loving this metaphor because I think a lot of us see ourselves as the cook. We are working our butts off in the kitchen trying to serve clients and our staff, and we feel good in a way, and it can be deeply rewarding. And we all know people who show love through cooking, meaning they jump in and they serve, and other people enjoying what they do makes them happy until it doesn't. And when you're the one and you're like, “I'm working so hard on serving these other people that I, myself, am not eating, I, myself, am unhappy, and I'm feeling rejection when people don't want to eat what I'm serving them,” I think that that's common. But I think that that's a great metaphor.

Dr. Andy Roark:
Stephanie and I talk a lot about balance, and I think that's kind of what you're getting to a lot. I think one of the big mistakes that a lot of people make, especially in business leadership, is this idea that, “I'm going to make the clients happy, I'm going to make the staff happy, I'm going to make the practice profitable. And then if there's anything left, I'll be happy, or those things will innately make me happy,” and I have not found that to be true. I have not found making clients happy… Actually, I saw a study, I can't remember off the top of my head where it came from. It was an interesting study, but, shoot, I'll have to find it.

Dr. Andy Roark:
Anyway, there was a study I saw that actually looked at the correlation between customer satisfaction and veterinarian happiness. And it's not linear, boys and girls. It is not like, “Hey, the happier you make clients, the happier you are.” In fact, what they found is that veterinarians who consistently score the highest in customer satisfaction are not happy. And yeah, this inverted bell curve of like, “Oh yeah, there's a problem with that. And it does not mean that the happier you make other people, the happier you're going to be.” That does not work. And it was just really interesting way to see there's a lot of vets who don't have any personal boundaries, who give everything they have to the clients, that do everything the clients want, they make the clients happy at any end, at any length, and they're deeply unhappy. And I go, “Man, I see that all the time.”

Dr. Andy Roark:
One of my favorite sayings is you can't pour from an empty cup and you can't feed from an empty cupboard. And how many people do we know in this profession who came in and did everything they could and served from the bottom of their heart for five years and then burned out and went to industry, or decided to stay home with their family, or, honestly, went into equipment sales, or just said, “I'm going to go”? I mean, I have a friend that I went to vet school with and she does equipment sales for human medicine. And she's a veterinarian and she sells equipment to physicians in a completely different field. And she's like, “[inaudible 00:16:43], I love it. I did vet medicine for a couple years, I worked as hard as I could, and this is actually great. I make just as much money and I don't have to deal with these constant calls for support at an emotional level.”

Dr. Andy Roark:
So anyway, I really like this metaphor. So that makes sense to me. I like where your head's at. I like the fact that you're like, “Hey, I'm the practice owner. I'm going to cook dinner that I'm going to eat and everybody wants to eat with me. And I care what you guys want to eat and I will factor your preferences into the meal choice, but at some point I'm going to make this thing so that we all sit down together as a team and eat and I get to eat as well.” How does that look when you start to implement that idea into your actual life?

Dr. Michael Miller:
It's a good question, and I think part of it is the pivot of, it's not just serving the clients, it's serving your employees. As the team leader, now it's not just cooking the meal for the pet owners, I bet you would have that same bell curve, or inverse bell curve, if you looked at the practice owners and the happiness of their teams. So I tell a story about how we got an ice cream truck one year as a staff appreciation thing. And the first year it went great, everybody loved it, it was one of my golden snitch moments of the year highlights. And then the next year, we did the same thing. And at the end of the day, I felt horrible and I couldn't figure out, “Wait a second, I did the same thing last year. Why am I feeling so bad on ice cream truck day? I should be happy on ice cream truck day.”

Dr. Andy Roark:
Yeah, I was going to say, ice cream truck day makes me deeply happy. I don't understand this. What's going on?

Dr. Michael Miller:
And so I realized that it reminded me of Thanksgiving dinner with my grandma where, in the farmhouse, we had the buffet set out, she did all of the cooking or oversaw all the cooking, and then stood there until every single family member went through the line. And then by the time she got food and sat down, most of the people were done and out of the dining room and onto the next thing. And I always felt like, “That's so horrible that grandma didn't get to enjoy the meal with us.” And then I realized, the ice cream truck day, they got me ice cream, I had ice cream, but I missed seeing them get ice cream.

Dr. Andy Roark:
Oh, yeah.

Dr. Michael Miller:
And I suddenly understood my grandma.

Dr. Andy Roark:
Yeah.

Dr. Michael Miller:
So it was this sort of moment of, the ice cream wasn't what filled my cup, it was watching them get the ice cream that filled my cup. And we went long on surgery that day, so I was stuck in surgery and I sent all of my team outside while I was recovering the patient thinking that, “I'm serving my team, it's ice cream truck day, I'm doing this for them,” and I didn't take care of myself.

Dr. Andy Roark:
Yeah. Oh man, that hits hard. Oh, buddy. Yeah, I have to process this sort of story. This makes so much sense. Oh man, that makes a ton of sense when you say it that way. We can do great things and take care of the staff, but we got to feed ourselves. Creating a meaningful, purposeful place for other people to work sounds awesome, but it's got to be meaningful and purposeful for you as well. And creating a happy workplace, where everyone around you is happy because you have sacrificed so much, but you're unhappy, that's not the goal.

Dr. Andy Roark:
And so I really like this a lot, and so let me say this back and see if you agree. So pushing back against leaders eat last, I'd say this is really leading from the middle is what we're talking about, meaning I'm going to be in the crowd. I'm going to go through the buffet line with everybody. We're going to figure out, first of all, how to move the buffet line along so that everybody gets to sit down and eat together, that's what we're going to do. But I'm going through and I'm going to sit down with everybody else and eat as well. And I don't think that that's selfish. I think a lot of us may feel like, “Oh, that's something wrong.” Here you are, as a veterinarian, and you're the owner, you've signed on to be the one to lift others up. And I go, “Boy, this analogy feels weird.”

Dr. Andy Roark:
But I do think, honestly, Michael, as you're saying this, I'm going, “That's the answer to wellness in vet medicine and longevity in vet medicine is that we need to be sitting down and making sure that everybody feels like they're a part of this thing we're trying to create, as opposed to being the practice owner who nobody wants that job.” I'm really kind of enjoying sitting with this a bit. I'm going to have to keep working on it.

Dr. Andy Roark:
Okay, so I love that. So you did that. Did you talk to the team about it? Did you go back and say, “Hey, guys, we're going to do this differently”? Did you set up something different the next time you did the ice cream truck? Where did you go with this? What adjustments did you make?

Dr. Michael Miller:
So the next year, I made sure that we had a staff meeting scheduled so we did not schedule surgery that day. And we had it that it was very clearly that everybody will be done and everybody will be having it. And actually, this last year, I had my wife bring my kids, so they came to the ice cream truck.

Dr. Andy Roark:
Oh man, that's awesome. That's really fantastic. Again, this is a simple thing. We're talking about the ice cream truck. It's not the ice cream truck that matters, right? Although I think more of us should be doing ice cream trucks things; I'm very excited about the ice cream truck. But it's a-

Dr. Michael Miller:
It was not as expensive as I thought it was going to be. Compared to just a regular lunch, it was not that much more expensive. So just throwing that out there.

Dr. Andy Roark:
Hey, I'm feeling this. This makes some sense to me, so hey.

Dr. Michael Miller:
Although I will say we also learned, though, that you don't have the ice cream truck come at the very beginning of lunch. You let them eat lunch first and then you have the ice cream truck come.

Dr. Andy Roark:
Right.

Dr. Michael Miller:
Because we made that mistake the first year.

Dr. Andy Roark:
Sure. Because then they eat sweets and they don't want to eat their lunch and then, oh, it's that whole thing again. No, but it's not about the ice cream, right? It's about the idea. It's the metaphor of making this thing happen so that we can all come together and enjoy this. And I think you take that, I'm not talking about team building things, I'm not talking about celebrations, I'm talking about practice itself of saying, “Hey, I need to get what I need out of this.” And I'm not talking about the fun stuff, I'm talking about the work stuff, “I need to feel like I'm doing work that I'm proud of. I need to feel like my bucket is getting filled up and that I am doing the things I got into this profession to do.”

Dr. Andy Roark:
And there's always balances, right? This does not mean I'm putting myself first and I'm going to be happy and the rest of you peons are not, because that's like grandma cooking Thanksgiving dinner then eating it by herself and being like, “All right,” and then leaving. Grandma gets in, drives away, and she's like, “That was the best meal I ever had,” and everyone else eats cold food. It's not that. It's 100% about saying, “I want to be a part of this positive work experience that we are creating.” And if I'm creating a positive work experience that is not positive for me, that I am resentful of, that I don't like, that's burning me out, then that's not success. And I don't care what Simon Sinek says. I feel this really deeply. I really like the way that you're putting this together.

Dr. Andy Roark:
Hey, everybody, I'm just jumping in with two lightning fast updates. Number one, if you have not gotten signed up for the Get Shit Done Shorthanded virtual conference in October, it's October 6th through the 8th, you need to do that. If you are feeling overwhelmed in your practice, that you want things to go smoother and faster, if you do not want to watch webinars, you want to actually talk about your practice. You want to do some discussion groups. You want to do some workshops where you actually make things and work on things and ask questions as we go along, and have round table discussions, and things like that that's really going to energize you and help you figure out actionable solutions that you can immediately put into practice to make your life simpler and more relaxed, I got you covered buddy.

Dr. Andy Roark:
But you don't want to miss it; go ahead and get registered. Mark yourself off at the clinic for the time so that you can be here and be present and really take advantage of this. I don't want it to sneak up on you. I know October seems like a long way away; it's not. But go ahead, I'm going to put a link down below, and then when registration opens, we'll let you know it's open and you can grab your spot. But you do not want to let this sneak up on you. Check out our Get Shit Done Shorthanded conference. It's going to be a great one.

Dr. Andy Roark:
The second thing I'm going to tell you about is Banfield. Thank you to Banfield, the pet hospital, for making transcripts of this podcast available. You can find them at drandyroark.com. They are totally free and open to the public and Banfield supports this to increase accessibility and inclusion in our profession. It's a wonderful thing that they do. Guys, that's all I got. Let's get back into this episode.

Dr. Andy Roark:
So does the team notice when you're doing things like this? Do they understand why? Is there a reaction from them when you make these sorts of changes? What does that look like?

Dr. Michael Miller:
It's a good question and I'll be completely honest right now, I do not have it figured out. I am constantly figuring this out. You like an analogy about a spiral staircase, like reach for the landing. And the next year, the ice cream truck comes and there's a whole new thing I didn't think about that we have to deal with. And that's part of the freedom of it is realizing that I'm probably never going to get it exactly perfect. And by the time I do, things are going to change.

Dr. Andy Roark:
No.

Dr. Michael Miller:
And I keep evolving with that because that's the veterinarian pressure.

Dr. Andy Roark:
Absolutely.

Dr. Michael Miller:
Did I get 100% on that test? I know it in that moment of time. You give people that same test five years later and half of those answers are wrong now. And so trying to apply that to leadership… So when I went into my sort of evaluation of servant leadership, I was looking back at servant leadership over time. And the one that was the most impactful for me was something from 1970, which was the original work. And when I looked at that compared to then there was one that was 10 Characteristics in the '90s, and then in the 2000s there was something about Seven Pillars of Servant Leadership, and there were things from the initial work that started to drop away. And one of them was self care.

Dr. Michael Miller:
Self care is in the initial stuff for servant leadership, but in those later works, that's not spelled out explicitly. You can read between the lines and find it, but if you're doing the Cliff's Notes version of the servant leadership work from when I was trained in leadership and sort of gaining my skills to be a leader, that's not there. And it's also, then looking back, it's reflected a little bit in pop culture too. So the first thing I went to was Harry Potter. And spoiler alert.

Dr. Andy Roark:
Yeah, of course.

Dr. Michael Miller:
If you haven't read Harry Potter, spoiler alert, hit the ahead 15 seconds, whatever. A lot of leaders die in Harry Potter.

Dr. Andy Roark:
Yes, that's true.

Dr. Michael Miller:
And I love my team, but I do not love my team that much.

Dr. Michael Miller:
So again, here's this sort of zeitgeist that I grow up with is to be a successful leader, I have to be willing to make the ultimate sacrifice for the people that I'm leading. And I think that's dangerous. That's a dangerous story for us to keep telling. So here's another analogy. We'll run the gamut with random analogies.

Dr. Andy Roark:
Sure. Yeah, I love it.

Dr. Michael Miller:
Women's gymnastics.

Dr. Andy Roark:
Okay?

Dr. Michael Miller:
So I remember as a child watching Kerri Strug land that vault. And I'm like, “American hero. This is the best thing ever.” Go back and watch that now.

Dr. Andy Roark:
Yeah. I did that. Actually, I know exactly what you're talking about. I had that exact same experience looking back.

Dr. Michael Miller:
Can you name Kerri Strug's coach?

Dr. Andy Roark:
Oh no, I can't.

Dr. Michael Miller:
So it was Bela Karolyi. Can you name Simone Biles's coach?

Dr. Andy Roark:
Okay. No, I can't.

Dr. Michael Miller:
I can't. But that coach had more of an impact by supporting her player instead of pushing them to do something that they were unable to realize was safe or dangerous for them in the moment. And so that is what Gen Z is watching right now. That is what our next generation coming in, those are their role models of what leadership looks like. And so we have to internalize that because that's not what leadership looked like when I was learning how to be a leader.

Dr. Andy Roark:
Yeah. Some of the best business advice that I ever got that I use all the time, it's just a statement that I found that I make and it smooths everything out, is generally in any business interaction I'll say, “Look, this has got to work for everybody.” And I mean that; it's got to work for everybody. And I don't think most veterinary practice owners have sat down and said, “This has got to work for everybody.” I think a lot of people are like, “No, it has to work for the pets, and it has to work for the pet owners, or it has to work for my staff.” It's like, “No, it has to work for everybody and that includes you.” And if it's not working for you, you need to say, “This is not working for me.”

Dr. Andy Roark:
And that's how we delegate calling back the angry clients. If this is hitting you like a Mac truck, because you take this personally and you can't not take it personally, you need to have somebody else calling the angry clients to do crowd control. And you empower them to take care of those clients and give them what they need. “But you throwing yourself into this emotional meat grinder because you feel like that's your role as the leader,” I go, “that doesn't make any sense.” This got to work for everybody. There's some people I know who are largely unfazed by conflict with pet owners. I would much rather have those people do those conversations. And granted, if you talk to one angry client a month or a quarter, then maybe you suck it up and you do it. But if you have a big hospital and you're dealing with customer service stuff all the time and it's taking a toll on you, you need to find somebody who's got thicker skin than you do and empower them to do the job.

Dr. Andy Roark:
And that's not failure. That's not failure as a servant leader, that's you making a business that works for everybody, because the clients still get taken care of. That's the thing, you've got to make sure you empower the person so the clients also get taken care of. And you need to make sure that you get the right person so that you're not putting someone in there who's feeling it just as badly as you are. It needs to be someone who's more comfortable these types of conversations, or can shrug them off, or, honestly, just someone who's not the practice owner is going to be less likely to take this personally than the practice owner who feels it deeply.

Dr. Andy Roark:
And so I'm really loving this idea of this has got to work for everybody and I think that maybe that should be the normal. But it's funny, it's contrary to the vet culture, right? The vet culture has always been James Harriot goes out and saves the day and makes it happen. James Harriot is not like, “Oh, it's got to work for everybody,” but James Harriot didn't live in a world… Well, first of all, he didn't have a 10-vet practice and a bunch of other people to juggle. He didn't have the population density that most of us have right now. He didn't have a cell phone where people could text him all the time. He didn't have social media where local groups are saying things about your business 24/7, 365, regardless of what you do to make people happy. He didn't have Google reviews where you get a one-star review from someone who's reviewing the wrong vet clinic for God's sakes. He didn't have any of that stuff to deal with.

Dr. Andy Roark:
Then I go, “Well, yeah, when you had one landline and no answering machine, then you can just kind of throw down and do what you can do because, ultimately, you're going to be able to handle it.” We don't live in a world where people can throw down and just handle everything coming at them anymore. It's a different world and we're playing a different game, and medicine is different, and now it's time to shift that mentality from, “I am a sacrifice that I'll put forward to the world,” to, “This has got to work for everybody.”

Dr. Michael Miller:
So I just read a book that I'm going to hold off on telling you the title of the book until the end because it's going to blow your mind.

Dr. Andy Roark:
Okay. Is it a Harry Potter book?

Dr. Michael Miller:
No, it is not a Harry Potter book.

Dr. Andy Roark:
Oh, okay, then I'm going to guess this.

Dr. Michael Miller:
It was a business book.

Dr. Andy Roark:
Okay, I'm going to guess this.

Dr. Michael Miller:
But in it, the author talks about how we make a mistake in thinking that history repeats itself. And if we're basing our current decisions off of what worked in the past, we're bound to make mistakes, because we are not living in the same world that the past was. And so if we're looking to James Harriot as the model of veterinary medicine, we're basing that off of a system that is not relevant anymore in most practices. Yes, there are things we can learn from the past in history, and I get that, that's fine, but you can't do everything the way that it's always been done. That was one of the key things in my sort of management journey was realizing, are we doing something because this is the way it's always been done, or are we doing it because this is what we need to be doing right now?

Dr. Andy Roark:
Yeah. No, I agree with that. I think that makes a lot of sense. So there's a number of different things here that we're putting together. So what's sort of spider webbing together in my mind is history repeating itself, are we doing this just because it's the way we've done in the past? I think that's a great question to ask ourselves, that we need to be willing to make changes, and that's sort of scary.

Dr. Andy Roark:
There's the other part that we were sort talking about earlier where we were talking about finding balance and you said, “I don't get this right. I keep trying new things and making mistakes.” And I say, “That's true.” I think a lot of times we do what we did in the past because we know it, right? It's the devil known versus the devil unknown, and the devil that we know is not nearly as scary as the one we don't. And so I think owning that idea that this is not perfect, and I'm not going to get it right, and it's always going to be hard, I think that liberates you to try some new things and say, “Yeah, I don't care that this is how the practice owner before me did it. I don't care that this is how the vet that I watched when I grew up did it. This is not working for me as an individual, in this time, in this place, in this culture, in this society, in this general geographic location. It's not working for me and so I'm going to do it differently.”

Dr. Andy Roark:
The other thing that comes along with that is I just want to smooth things out. Because I think a lot of people feel like, “Oh, well, if I got this right, if I really set this up the right way, if I set boundaries for myself, if I got this balance right, then this pain would go away and I would have it figured out.” And I also like the fact that you said, “I don't have this figured out.” And I think it's just really important for everyone to know is balance is an act of process.

Dr. Andy Roark:
I'm looking at a BOSU ball that I have. You know the BOSU ball, it's got the flat side and then the round side? It's a fitness thing. All right, so how do you tell people that you do physical therapy without telling them you do physical… Tell them you have a BOSU ball. All right, so yeah, a BOSU ball. It's a thing that you balance on. And I will tell you, you stand on this thing, and after about a minute, it burns. It burns. But stand on one foot, and after a minute, it will burn, because you're actively balancing yourself. That is what balance looks like. It is not a passive process where you get it and you just stand there forever, it burns. It is a constant adjustment and readjustment.

Dr. Andy Roark:
School is getting ready to start back. I know that's a big deal for you. That's a big deal for me and my family. I've got kids going to new schools, meaning going to high school and going to middle school. My life is going to change, and the systems that we had to keep balance are not going to work. And we're going to have to find new systems then. We're going to have to reevaluate how we do things and what that looks like. That's life. And that's not failure. But don't think that constant readjustment is failure because it's not.

Dr. Andy Roark:
One of my favorite sayings that I think makes a big difference and I think about business is the difference between a struggling business and a thriving business is this: The struggling business makes the same damn mistake again and again and again, and the thriving business makes a different damn mistake every day; and that's the difference.

Dr. Andy Roark:
And so it's never, “I got this right and I got it figured out,” it's always a struggle. But to me, as you brought up earlier on, if you got a problem again and again and again and again, at some point it's not a surprise, it's your business model. And so that's doing the same damn mistake again and again and again and again. And so I really like this idea of setting the expectation of active management is what it's going to recall. Are you going to make it work for you today? And after a week or two weeks or a quarter or six months or a year or three years, it's not going to work for you anymore and you're going to say, “Things have changed, my life has changed, I'm in a different place. I didn't have kids when I started this practice and now I do.”

Dr. Andy Roark:
And that's not bad, but it does mean that things are not what they used to be. And the fact that we did things one way does not mean that we're going to keep doing them now that I have kids, or we did them this way… And I can see the time when my kids… I've got a kid that's getting close to getting a driver's license, Michael, and my life is going to change. It's going to change. And the way that we as a family have done things in the past is not going to be how we're going to do them in the future when I've got another driver around. Oh, that gets to be a lot. Uber for the younger one just became a reality. But you get the point, right? Just because that's how we do it when the kids can't drive doesn't mean that's how my life is going to be when they can drive.

Dr. Andy Roark:
And I think about the practice, I think about the speaking and traveling, and I've really geared my travel down because I can see my kids getting close to the time when they're not going to hang out with me, and so I'm going to be here as much as I can right now with them. When they leave and they're off driving and doing stuff for their friends, then I love going out and talking to vet people and being on the road and seeing people. And you know what? That day will come back and I'll do things differently then than I do them now. But I think that's healthy, I think that's part of the journey.

Dr. Michael Miller:
Yeah. So I came back from the April Uncharted with a 13-point plan to help my business that I brainstormed, “Here are the 13 things that we're going to deal with.” And I went back to that last week and I think three of them have actually gone as planned. But that's sort of the point is you develop a plan, you try it, and then you have to adapt and not get too set into, “Well, this is what I said we were going to do,” and realize that, you know what? My plan for my practice in April, those circumstances are not the same thing that I'm dealing with here in going into the Fall. And so some of those initiatives and things, it's not that I'm throwing it away, but I'm definitely adjusting it. I'm not trying to force the shoe to fit when the foot has changed. I don't know why I picked that analogy, that's weird.

Dr. Andy Roark:
Yeah. That's what I'm saying, you're nailing it. Great analogy.

Dr. Michael Miller:
I guess maybe as a toddler, the toddler's getting bigger feet? I guess that makes sense there.

Dr. Andy Roark:
Okay, yeah. And maybe so. Let's not think too deeply about it. Okay, one of my epiphanies this pandemic inspired that I have kept since then is I have really come to the belief that planning is absolutely vital and plans are basically useless. And I have just found that to be true again and again and again and again, is that you make these plans and the world changes. And you have so little control in the world, and people don't realize that. You're like, “I'm going to do this, I'm going to do that.” I have never successfully executed a plan, I don't think, with more than a one-year timeframe. The world just changes.

Dr. Andy Roark:
Now, I have set general goals and very much achieved them over a period of longer than that, but there's just so much uncertainty. You set this great plan and then the person that the plan depends on leaves your business or gets promoted or moves somewhere else, or this other person you're working with moves away. It's so out of your control. But having a plan is so vital because you're constantly adjusting. And really, I feel like our careers and our lives are a lot like sailing, where you think that you can set a point on the horizon and just go there, but you can't control the wind and which way it blows. And so for the most part, you actually end up tacking one way and then back the other. And you keep moving in that general direction, but you're not going to set one target.

Dr. Andy Roark:
Boy, we're all over the place with metaphors today. You're not going to set one target and just go there directly, it's going to be moving in that way. But you do that by making a plan, starting the plan, running the plan, learning what you don't know, seeing the world and the circumstances change, and then readjusting the plan. And that's not failure either, that's life. And so we bring people together, we do our Uncharted, we do our planning, we go home. You did three things coming out of uncharted, that's a massive win. That is a huge business-changing step to do those things. And the rest of them, we learn some things, we make some changes, we readjust, and we come back and we reset plans and we go forward again.

Dr. Andy Roark:
Anyway, that makes tons of sense. Michael Miller, you are amazing. Thank you so much for being here and talking through this with me. I feel inspired. I got so much out of our conversation. I really appreciate it. Real quick, let me ask you this. So you pushed back on leaders eat last, do you have resources? I know you're a big reader, what resources would you recommend for people who are like, “Man, this is speaking to me and I would like to dig deeper into this”?

Dr. Michael Miller:
Okay, so get ready to have your mind blown here. Ready?

Dr. Andy Roark:
Okay.

Dr. Michael Miller:
So I read a book by Margaret Heffernan titled Uncharted.

Dr. Andy Roark:
I see, yeah. I knew it.

Dr. Michael Miller:
I was like, “Hey, I'm going to get the business book that's titled Uncharted.” And that was the book I read earlier this year that was all about… The basic thesis was that business projections that are more than 400 days in advance are pretty much useless.

Dr. Andy Roark:
Okay, that's amazing.

Dr. Michael Miller:
And so she goes on to talk about a whole bunch of other things.

Dr. Andy Roark:
That's going on my list.

Dr. Michael Miller:
But if the discussion that we just had resonated, you need to read that book, because that opened up my mind and it gave me the freedom to realize that the things that I was working towards, it's okay when things don't go as planned, and gave me some tools of what do I do? Because I want to have a plan. And so having different scenarios and things. So that was the book that has opened up my perspective recently and it just happens to be named Uncharted.

Dr. Andy Roark:
I love it. That's fan-freaking-tastic. I love it. All right, cool. Where can people find you online?

Dr. Michael Miller:
Yeah, the most interactive is usually on the vetstagram community on Instagram, @HarryPotterVet. If you really want to get ahold of me, do that. And I will say that, for anybody who is listening, I listened to previous podcast episodes and there were some things that started to talk about servant leadership in burnout with leaders, and I contacted the previous guests, so feel free to contact the guests because they reply. And it was a great dialogue and it helped me sort of move on to the next thing. So if you're listening to these podcasts and you're like, “I can't contact that person,” no, we're all people. We wouldn't have put ourselves out there if we weren't open to discussions. And so for any of these podcasts, if you hear the guest and they give contact information and it's something that resonates, go ahead and contact them.

Dr. Andy Roark:
Yeah. Okay, I wasn't going to touch on this, but now I will. Okay, you beefed with one of the guests that I had on my other podcast. Do you want to explain what your beef was?

Dr. Michael Miller:
Very quick. It was not a beef, it was a question.

Dr. Andy Roark:
It sounded like a beef.

Dr. Michael Miller:
It was not a beef, it was a chicken.

Dr. Andy Roark:
Okay. Okay.

Dr. Michael Miller:
So you had Dr. Clinton Neille on and it was Cone of Shame episode 120: The Economic Toll of Burnout in Vet Med, and he made a comment about how practice owners do not feel the same level of burnout as the rest of the support staff. And that was like-

Dr. Andy Roark:
Yeah, I was…

Dr. Michael Miller:
That was like the moment of, “That is dissonance. That does not make sense with what I'm hearing.” So I emailed him and I said, “Hey, I'm working on this servant leadership stuff. I'm interested in this comment that you made.” And he said, “Well, it comes down to the definition of burnout. When they looked at the studies, they defined burnout as leaving that job, and the practice owners have more barrier to leaving that job.”

Dr. Andy Roark:
Yeah, absolutely.

Dr. Michael Miller:
And so maybe it's semantics in my mind, kind of back to servant leadership. In my mind, what I was calling burnout wouldn't have been classified as burnout, but it didn't feel like it was wellness.

Dr. Andy Roark:
Right.

Dr. Michael Miller:
So some of this is maybe we need to think about the words that we're using and how it applies, because how it's perceived may be different than what the sort of academic definition of that word actually is.

Dr. Andy Roark:
This has been one of the most intellectually stimulating conversations I've had in a long time, which is saying a lot because I had a lot of great conversations. But yeah, I love it. Thanks for bringing that up. Thanks for talking about it. Because I tell you, I have 100% been burned out. It was a number of years ago; I had a serious bout of burnout. I did not leave my job. And if that's the criteria for burnout, then I didn't burn out. But I can tell you, boy, it felt… One star, would not recommend. But yeah, okay. Awesome. Thanks, Michael. Guys, take care of yourselves. Everybody, be well. We'll talk to you later on.

Dr. Michael Miller:
Bye.

Dr. Andy Roark:
And that is what we got, guys. I hope you enjoyed it. I hope you got something out of it. I mean, I could have talked to Michael for another hour or so. Gang, if you are thinking about, “Oh boy, how are we going to update our practice? Are there ways that we do things that I would like to do them differently?” I'd love to help you out if I can. Check out the Uncharted community where we work on this stuff all the time.

Dr. Andy Roark:
If part of your doing things differently is empowering your staff to do more with clients and do more client communication, check out my training programs over at drandyroark.com. I've got Charming the Angry Client and I've got Exam Room Communication Toolkit. They are both fan-freaking-tastic for getting your clinic up and trained to be effective working with angry clients and not angry clients. But boy, I put my heart and soul into them. I think that they're really, really good. The feedback on both of the classes has been amazing, but pick one and you can use it with your team, and just maybe I can help you get people trained up so that they can take things off of your plate.

Dr. Andy Roark:
Anyway, guys, that's all I got. Have a wonderful, wonderful rest of your week. Be well. I will talk to you next week.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: history, medical

Oct 19 2022

Lessons Learned at Uncharted

Uncharted Veterinary Podcast Episode 200 Cover Image

This week on the podcast…

Dr. Andy Roark and Stephanie “Celebrate Good Times” Goss are having a party with y'all. That's right, we are celebrating our 200th episode of the podcast this week! It has been 200 weeks of good times diving into some awesome topics that we are all wrestling with on a regular basis in our practices. Andy and Stephanie both want to thank you, our listeners, for making the podcast magic with us over these past few years. We pulled together some of our favourite lessons discussed for you all. Cheers to the next 200 episodes. 🎉

Uncharted Veterinary Podcast · UVP – 200 – Lessons Learned At Uncharted

You can also listen to the episode on Apple Podcasts, Spotify, Google Podcasts, Amazon Music or wherever you get your podcasts.

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag


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Upcoming Events

Conflict Resolution Crash Course with Stephanie Goss

Let's be honest – the veterinary community is a conflict-averse group. But struggles are part of our daily journey whether we like them or not. Create some tools to help you thrive in the face of adversity, come together in the heat of challenges, and finally make hardship downright easy.

Date: November 9

Time: 7pm ET/4pm PT – 9pm ET/6pm PT

Price: $99/FREE for Uncharted Members

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The Secret Sauce to Optimizing Workflow with Senani Ratnayake, RVT

Back by popular demand! It's time to take a look at the workflows that aren't working and come up with a plan to move forward with a strategy that makes sense.

Date: November 30

Time: 5:30pm ET/2:30pm PT – 7:30pm ET/4:30pm PT

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All Uncharted Veterinary Community Workshops are LIVE! You will be able to ask the instructor questions that help you address your practice’s unique problems. This will not be 2 hours of silent screen time. Gear up for interactive, fun learning!


Episode Transcript

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This podcast transcript is made possible thanks to a generous gift from Banfield Pet Hospital, which is striving to increase accessibility and inclusivity across the veterinary profession. Click here to learn more about Equity, Inclusion & Diversity at Banfield.

Stephanie:
Hey, everyone, I am Stephanie Goss and this is another episode of The Uncharted Podcast. Well, it's not just any other episode of the Uncharted Podcast. In fact, this is a very special episode of the Uncharted Podcast. I need a drum roll here, Dustin. Drum roll, please. This is actually our 200th episode. Everybody, I am so excited about this. I cannot believe that we have been doing this for 200 episodes. I just want to start this episode by saying thank you so very much from the bottom of mine and Andy's hearts to all of you for listening, for participating, for sending us letters in mail bag, for shooting us emails or texts or messages, letting us know, “Hey, these are things that we would love to talk about in the vet med community.” It means the world to us that we get to do this with you every single week.

Stephanie:
And so we put something together that is a little bit special for all of you today. Andy and I sat down and thought, “Let's talk about some of the best lessons or the most common lessons that we have learned over the course of doing these 200 episodes with you.” And so we picked out some of the things that we love talking about the most, and we are super excited to go through this with you. We really enjoyed putting this together for you and again, I just have to say thank you. Let's get into this.

Speaker 2:
And now the Uncharted Podcast.

Andy Roark:
And we are back. It's me, Dr. Andy Roark and Stephanie “She's Going the Distance” Goss, coming in on our 200th episode.

Stephanie:
Yeah, buddy.

Andy Roark:
Holy Moly.

Stephanie:
I'm so excited.

Andy Roark:
That's bonkers.

Stephanie:
It is.

Andy Roark:
200 episodes.

Stephanie:
It is really, really bonkers. It is completely mind-boggling to me still how long … We've been doing this now for three years together.

Andy Roark:
Three years and change, yeah.

Stephanie:
And it is still mind-boggling to me every single week that people actually tune in-

Andy Roark:
More and more people every week. It's amazing.

Stephanie:
… to listen to you and I BS with each other.

Andy Roark:
Yeah. It's amazing. It's one of those things of … I really enjoy doing this thing with you and that's the reason we got to … People are like, “How do you get 200?” I was like, “I enjoy doing it so you keep doing it,” because if it's a big slog, you're never going to make it. Yeah. It's just been one of those things, where we just started making the thing and we just keep backing it and here we are.

Stephanie:
Well, and I think one of the things that I love the most there, this is going to be not our traditional episode. Andy and I talked about, “What do we want to do for 200?” and we wanted to do something a little bit different. So we're probably going to talk about some head space in terms of individual things, but we're going to talk, just going to be more of a conversation, conversation between Stephanie and Andy kind of episode. But I think that's one of the things that I love about doing the podcast with you and why it feels so easy is that when we first started working together, we had a lot of times where we would be talking on the phone and we'd be talking about work stuff and we would have side conversations and we'd be talking about problems that practices were having or things I was struggling with in the practice or you were struggling with. Those conversations came so easily because we would just start and I would get so excited. And you guys, I have to say we've been doing this for three years and 200 episodes and it's still, every time we record, it feels like you and I are just having a phone conversation and it doesn't feel like work.

Andy Roark:
I really enjoy it. No, I agree. It's fun to have people ask you questions and they just get to unpack it and work on it and tinker around with it. No, I completely agree. Yeah, I've really enjoyed working with you on all these things and I have a pretty good idea of what you're going to say, I think, but sometimes I'm still surprised and that makes it fun. You know what I mean? If I knew exactly, I'm going to say this and she's going to say that, I think it would get really boring and I would lose interest really fast.

Andy Roark:
I think the dynamic nature of our relationship is fun. I also really like that we talk to each other about what's going on in our lives and I think that that's always fun. I really look forward to just chatting about what's been happening and things like that. It makes me laugh and, I don't know, it's something I look forward to every time we record these.

Stephanie:
I agree. And I think it's fun because we're not afraid to have … Clearly, anybody who listened to us knows we're not afraid to have differing opinions. We're not afraid to feel strongly, even, about those opinions. It's part of what I love about you because I love getting a different perspective and there are sometimes where I'm not expecting it. And like you said, I'm expecting you to go one way and you go a different way and I'm like, “That is exactly what I needed to hear.”

Stephanie:
And it's funny because I will say that, I get asked a lot, How do you guys decide what you're going to talk about and I get the comment from people who say, “I listen to this week's episode and it was so timely. How do you know … You guys just seem to tackle the topic that I need to hear when I need to hear it.” And I will tell you all that it is part of what I love the most about my job because it is the same for me. I can't tell you how many times Andy and I have been recording an episode and we start talking about things and when we prep the episode and even when we're talking about it before we hit record, I'm thinking we're going to talk about this solely in the context of the clinic. We don't script this, as you can probably tell.

Stephanie:
Andy and I both, we have some points that we're going to talk about, but then we each just come at it from our own take. And when we start talking, there will be so many times where I'm like, “Dude, this completely applies to our team at Uncharted or it applies to what's going on in my personal life or Andy's personal life or whatever.” It's amazing to me how often we completely unintentionally talk about a topic that is exactly what needed to be talked about, given what's going on in our lives at that point in time.

Andy Roark:
Yeah. No, I think that's totally true. Everything seems to come in waves. It's amazing. People seem to run into problems, it feels like, together. The other thing that I think makes these things good to do is they're often topics I'm interested because I'm wrestling with them in one way, shape, or form. People say you write the book that you need to read. We make the podcast that we need to hear. I've found that to be true again and again and again.

Stephanie:
Yes. Tell everybody what we're going to do because we're going to do something different for our 200th episode.

Andy Roark:
Well, what we want to do here is just break down some of the most important lessons that we've learned, doing 200 episodes of Uncharted, meaning part of it is what's going on in our own life and the lessons that we've learned, just making our own past. And then a lot of them is, what do we see again and again in the mailbag? And I think piecing those things together is what I want to try to do. My idea really is we're all in this together and we're all making our way and we're all having similar challenges. And so I think of a lot of times when we look at things that we see in the mailbag that come up again, again or manifest in different ways, it's probably not hard for me and Stephanie need to find examples of those things manifesting in our own lives that we've had to deal with. We talked about it and the idea was, let's look back at all the things that we've done in the past and decide what are the lessons that we have run into again and again or that have been the most impactful for us and I just want to lay those out.

Stephanie:
Let's do it. I'm excited.

Andy Roark:
One of the things that I think is happening recently that I hear from a lot of people, and I hear in a lot of different ways, are things like this. I have a friend who is a wonderful doctor and leader and he has a great hospital and he works so hard on it and he works so hard on the culture and he's just been floored by people leaving recently. He's had a string of people leaving his hospital and he has felt horribly vulnerable about it and saying, “Am I doing something wrong? I work so hard to get this right and I work so hard to take care of my people.” None of it seems to be anything performance related. There's unfortunate things about people moving on, partners moving, things like that, but here he is and he's like, “I'm desperately shorthanded. I feel like I must be failing because I'm in this spot, even though I have invested so much time and energy to try to keep people happy so I wouldn't be here.”

Andy Roark:
And I have another friend who said, “I am having a hard time personally at home,” and she has a lot of sick pets that are very important to her. And she goes, “I'm just not my best and I'm really carrying this big burden and I feel like I must be doing something wrong or I'm missing something, but this just really weighs on me and I'm carrying this load.” And I think about those things and I hear again from people who are like, “We're terribly shorthanded and we're exhausted and there's no end in sight.”

Andy Roark:
I think that when I was in my 30s, I thought that if you were smart enough or you worked hard enough, you could get through anything relatively pain-free. I bought into this kind of BS idea that was put forward of, if you hustle hard enough or if you read the right books or you know the right things, you should be able to be happy along and along again and again and come out ahead. And if you're unhappy or you're really struggling though, you're probably doing something wrong. I think I had that. It took me into my 40s to really disabuse myself of that idea.

Andy Roark:
And so the first thing that I want to lay down is we have a lot less control than we like to think that we do and that's just been shown to me very clearly with the pandemic. My wife is dealing with breast cancer right now for no reason. She didn't do anything. We didn't make mistakes. It's just one of those crappy things that happens and we have to go through it.

Andy Roark:
And so that's the first thing I want to put down is there's a lot of things where we talk a lot about choose how you suffer and we talk a lot about picking your poison. I think I've really settled into that, as far as life is tough and it's always going to be tough. Running a business is tough and being a leader in a business is tough. Being a healthcare provider is tough and it's never going to be easy. That's a big lesson that hit me is, we're all climbing a spiral staircase and you're like, “Boy, if I could just get up to that next level, everything would be great.” And you get up there and then you turn the corner and you see another set of stairs. I don't mean it has to be morbid. I say this not to be down but to free people, and it's been very freeing for me just to say, “We have the power to choose how we struggle,” but we're always going to struggle. And if you just own that, I think it helps reset expectations and life gets a lot better.

Stephanie:
Yeah, I love that. I think similar to that, you talked about the spiral staircase. I remember starting out in practice and being a member of the CSR team and being frustrated when things didn't change or there were things that I wanted to be different about the practice that weren't. And I remember thinking if I could be a manager, then I could make it different, I could change things. I was really positive in that regard. I want to impact change. I want to make this a better place. I really care. And I became a manager and I did make change and I did make things positive and at the same time, had a whole new set of problems. And I remember being an early manager and just thinking, “Wow, this is some of what I expected, but also a whole lot of what I didn't expect and I didn't think about this when I was a CSR thinking ‘I would like to be a manager because then I would be able to solve a lot more things.'”

Stephanie:
And then as a manager, it was like, “Oh, my practice owner, they have more control. They have more control. They can solve more of these problems. The buck stops here and they're the decision makers.” And then I was like, “Okay, let's make that move from practice management to practice ownership.” And making that leap, I'll tell you guys, that came with a whole new set of problems and it was eye opening to me to realize that it really wasn't the control piece of it. Like you were talking about, Andy, it really was an illusion. It was that spiral staircase of yes, in some ways I might have more control as I moved through positions of power in the practice. But at the same time, every new position came with a whole new set of problems. And so I think that for me, that was a really, really powerful lesson.

Stephanie:
We see it again and again in the questions that you all ask. How can we have done 200 episodes and we've answered so many questions and yet, we get not the same questions but the same themes? The reason is because the questions are always different. There's something different about this new question, something that's different in each practice. That's part of what I love about vet med. But for me, it was taking that step back and realizing that we don't have the control. Even if you are the boss, even if the buck stops here, you don't have any more control in different ways than a member of your front desk team has. That was a painful lesson for me to learn because I didn't think that it would be pain-free, but I thought that it would be easier in a lot of ways.

Stephanie:
And what I didn't recognize, what I didn't have the perspective to recognize, is that there's a whole new set of problems that keep you up at night as a business owner. When I was at CSR, I remember there would be nights where I would be in bed thinking about, “Oh, I forgot to document this for this client or I forgot to do this for this patient.” There were worries that woke me up in the middle of the night or that I thought about while I was taking my morning shower like, “Oh, gosh. I have to do these things.” It's no different when you're a manager or practice owner. It's just the whole new set of problems.

Andy Roark:
Yeah, totally. It's just different problems. Yeah. No, I completely agree. One of the big things that settled on me was you don't control the past, the future, or other people. That's everything. It's not everything.

Stephanie:
It's true.

Andy Roark:
You can control yourself and you control what you do right now. I think we underestimate how powerful that is and we forget that we don't control the other things, so that's [inaudible 00:15:08]. The big analogy that I really am settled on right now is backpacking. What I would say is we're all backpacking and that's how this makes me feel. We're all making our way. We're all exploring the wilderness, we're all on different trails, going different places. I may have seen some of the trails that you haven't seen and you've seen some that I haven't seen and I that's why we can help ourselves.

Stephanie:
I will be on the easy, flat trail that walks by the beautiful lake because I don't do the backpacking.

Andy Roark:
You hope you'll be on the easy, flat trail, but here's the thing. So you want to be on the easy flat trail, but sometimes we don't have that choice. You know what I mean? Sometimes we have to walk through the swamp and sometimes the mosquitoes are bad and sometimes it just rains on us and that's okay, but know that there's nothing you can do about it. Sometimes you walk and you get rained on and you've got a couple options. You can sit down, you can stop, but you're just sitting in the rain, or you can put one foot in front of each other and you can keep going. I like the idea when I think about backpacking as what we do because rest is important. You've got to rest. You cannot just keep going and going and going.

Andy Roark:
You've got to rest, but there are some people that we know who sat down beside the trail and they never got up and they just stayed there. And there's other people who are like, “We have to go,” and they go and go until they break and their body breaks down or they get exhausted or whatever. We need to rest. We need to take a moment, rehydrate before we keep going on. I just think that that's a healthy way to look at it. When it rains on you, you can be miserable because it's raining or you can try to enjoy the hike, even though it's raining. If you can only enjoy beautiful views when there are no clouds in the sky, you're not going to have as good a hike as if you say, “Yeah, it's cloudy, but this is beautiful.” I think that that's really important.

Andy Roark:
I talked about a little bit earlier. My wife is dealing with breast cancer and the way that I think about it is it's raining on us and it's going to rain on us for six months. If we're lucky, it's just going to be six months of dealing with this but I'm going to walk with my buddy in the rain and we're not going to stop walking. We're going to walk and we'll get through it. I wish it wasn't raining, but wishing it's not raining doesn't actually change anything. And so we walk the dog and we hold hands and we talk about life and we watch TV together and we tell jokes and we still have a good hike, even though it's going to rain on us a little bit.

Andy Roark:
And to me, that's a powerful thing, is to say, “You're not doing anything wrong if you're getting rained on.” We're all going to get rained on. A lot of it is just, are you intentionally walking into the rain or are you doing your best, because you can choose the best paths possible. You're still going to get rained on. It's still going to get cold. Sometimes your pack's still going to be heavy. I don't know. For me, that's a beautiful way to think about this life and what we're doing, in a way that puts things in perspective where I go, “Yeah, I have great power. I'm the one who puts one foot in front of the other or doesn't. I'm the one who picks the path. I'm the one who knows that I want to go to the beautiful lake and that's where I'm going to try to head to. I have all that power. I still can't control the weather.”

Stephanie:
Okay, so we have less control than we think we do. That was a big one.

Andy Roark:
That's a big one.

Stephanie:
What else?

Andy Roark:
Well, okay. Let's go back to one that we say all the time in our podcast. If you were surprised by something again and again, at some point it's not a surprise. It's your business model. And we get these things in the mail bag all the time and I don't want to make people feel bad because we all feel that way. At some point, we confuse what is the weather with what is a fork in the trail. I see a lot of backpackers that hike in a circle and they come back to the same thing again and again and again and they're just hiking away and they're just going in a circle. And that, my friends, is this phenomenon where there's a problem, there's a headache, and we run into it and we don't resolve it. We just go on hoping we're not going to end up back here again and we are right back here again, strong hikers going in a circle. That's a problem.

Andy Roark:
We talked about clients being nasty at the front desk. They shouldn't do that and we should also have empathy for people because we don't know what they're going through. And at the same time, if you just keep going, you are going to keep having angry people again and again and again. And so at some point, figure out that this is not a surprise. It is a thing that happens and let's address it. That's the same thing for scheduling problems, as far as getting staff in, for how we make appointments, if we have headaches, for having angry clients. If you are doing something that makes the clients mad again and again and again and again, that's not the weather. That's the path that you're choosing and stop walking in circles. You have the power to recognize, “This feels real familiar. Let's get the map out and see if we need to make some changes so that we don't live this reality like Groundhog Day over and over again.” But goodness gracious, a lot of us are living these little annoyances again and again and again and we're not stopping and getting the map out and saying, “All right, how are we going to do this differently?”

Stephanie:
Here's the lesson that I have learned about this and this one, it's funny because it's a bit of a soapbox for me because anybody who's listened to the podcast knows how much I love policies and I love protocols and the business piece of it is important. And I think that for me, the answer to this piggyback is on the first thing that you talked about, Andy, which is we can always choose how we respond to a situation. When it comes to this being surprised again and again by something, it is our business model. This is an interesting one to me because it's amazing how many times I will talk to a fellow practice manager or a practice owner and they're telling me about the thing that is happening again and again and why they're surprised. I will talk through with them, “Here are some of the options and these are different paths that you could take to deal with this thing.”

Stephanie:
I'm amazed at how often we intentionally choose to ignore all of that and keep walking on the circular path because we think, for a whole myriad of reasons, we're too busy, I don't have the team, I don't have time to do this. That's part of why this is a soapbox for me because I think so many of us, and I say this because I have lived this life lesson so painfully, you all. This is a hard one. The lesson that I learned here is that there are going to be things that you are going to be surprised by again and again and again. And when it shows you who it is, and you're looking at it in the mirror, you need to believe it and you need to figure out, “How am I going to choose a different path?” And I think that that's one of the things that we too often don't make the time for.

Stephanie:
We know that it's a problem, We know that we need to solve it. I will deal with that later because it feels like there's more urgent things standing right in front of me. That's why it's a soapbox for me because I can't tell you how many times we would address problems with our teams and we would have team meetings and the CSRs would be crying because this thing is happening and they would say, “We need help,” and I would say, “I want to get you the help and we have these other things that we have to keep doing, so let's table this and we're going to circle back to it,” and then we don't. And so for me, doing it again and again, the lesson here for me is that if we don't take the time, if we don't make the time to work on our business and figure out what are the other path options and then intentionally choose a different path, we're always going to fail.

Stephanie:
I learned that lesson super, super painfully and I will tell you that my life changed radically when I worked in a practice environment where I had a leadership team and practice owners who were like, “Okay, let's do this.” Whether it means taking time for team meetings, whether it means doing business planning sessions together, whether it means doing things consistently like strategic planning, it looks different in every practice because every practice is in a different place in their journey. But taking that time to step back and say, “Okay, how do we actually look at them?” Like you said, Andy, we're going to pause. We're going to get some water. We're going to take our pack off for a minute. We're going to look at the map and we're going to figure out where the heck are we going and choose a different path. I think that that is a lesson that I have learned in working with you all and in hearing your questions, is I see so many of us who feel surprised and again and again because we're continuing to walk that circular path.

Andy Roark:
Yeah. I think there's two big drivers of this and I think you put your finger right on one. One is people working in the business instead of on the business. A lot of us came from the floor, We came from working, seeing animals, putting our head down, getting the work done. And so when there's a problem, we put our head down, we power through that problem, and continue on because that is what we've always done. Stepping out of working in the business and intentionally working on the business, those are muscles a lot of us don't use and we don't use them regularly and it feels foreign and it's just not how we think. It's thinking outside the box. Thinking inside the box, you go, “This is a problem and this is how I'm going to get through it.” Only by stepping back and going, “What if whole thing is wrong? What if there's a whole different way to do this?” Those are muscles that a lot of people don't have.

Andy Roark:
The other one is sort of behavioral psychology. It's called present bias, which is just our bias towards doing the thing that is going to give us the immediate gratification and just dealing with the angry person and going on is the fastest way to relieve tension. Let's just deal with this person and then we'll go on. Present bias is just let's power through, let's make this work right now, and go on versus stepping back, looking at it systemically and saying, “Okay, we're continuing to have problems there with client relations. We're continuing to have problems with team culture. We're continuing to have problems with people gossiping and bickering and the staff.” Let's stop talking to the individuals at the time of the fight and look at our clinic culture and make some significant changes here.

Andy Roark:
I think both of those are two big drivers, but I think a lot of people live their life that way of just, again, they're having the same thing again and again and they power through it. I see that over and over again as something I say, “Hey, let's take a second. Let's take a beat. Let's step away. Let's work on the business, not in the business and let's make some real changes.” And yes, it's probably going to take more effort to make a real change than it would to just be fixing the problem. But if you don't fix the problem, you're going to walk a circular trail end up right back here again another week.

Stephanie:
Yep. Yeah. Should we take a break here?

Andy Roark:
Yeah, let's do it.

Stephanie:
Okay. Hey, friends there is a workshop coming up that some of you are not going to want to miss. This last weekend was Uncharted Get Shit Done. There was a lot of conversation about workflow challenges in our practice and how a lot of us are struggling with things not working very well. Things feel pretty inefficient. We're all struggling to do more with less time, less people, less resources. And there was a lot of conversation about, how do we get more efficient and effective in our workflows? And so while a lot of you were there with us this weekend, not all of you were, and so I want to give you all an opportunity to join us. Coming up in November, November 30th at 5:30 Eastern, 2:30 Pacific, we are offering a two-hour workshop with my dear friend, Senani Ratnayake. Senani is an RVT, so she is a licensed technician, she is a general badass, she is a practice management consultant, and she loves talking about workflow. Senani has agreed to come back and lead a workshop that was voted one of our most popular in all of 2021 in Uncharted and that is The Secret Sauce to Optimizing Workflow.

Stephanie:
This two-hour workshop is here to help you and your team dissect your workflow so that you can get out of the place where everything feels inefficient and ineffective. And Senani's got four strategic steps that you and your team can use and then she helps you talk through what it will take to be able to get the whole team on board to lean into what your strengths are and address what your challenges are together as a team. So if you are struggling with efficiency and effectiveness in your practice, head on over to unchartedvet.com/events and sign up for the workshop. We would love to see you there. And now, back to the podcast.

Andy Roark:
What are those on your minds, lessons that you've learned, things that you've taken away from the first 200 episodes?

Stephanie:
Well, so you were talking in the beginning about we have less control than we think that we do. You were talking about backpacking. You were sharing the experience that your family is going through right now and how you and Ally are approaching what you're dealing with right now. And I think for me, that leads to one of the things that's been, I don't know if it's the most important lesson, but for me, it has certainly been the most profound, which is that the people that we surround ourselves with matter. Who we choose to go on the walk with matters and by extension, the community that we make matters, potentially more than anything, because you could be walking on a trail in the rain by yourself and maybe sometimes that feels good. Maybe you want to be there by yourself and that's okay. But I would tell you 9 times out of 10, if I'm going to have to make a freaking hike in the rain, I don't want to be out there by myself.

Andy Roark:
Yeah, I completely agree. Sometimes you have to walk alone and sometimes we just have to put one foot in front of the other and sometimes you just have to get the work done. But a lot of the times, there are other people out there that are walking a pretty darn similar trail to you. There are people who have already made mistakes that you don't have to make if you can just ask them about it. They have seen the trail that you're on before and man, that saves a lot of time and effort and heartache and energy just to have someone else say, “Hey, I made mistake,” or “Let me tell you how I approached it and it worked out pretty well,” or “Let me tell you how I approached it and it did not work out well and this is what I've learned and what I would do differently.” I mean, that stuff is super powerful.

Andy Roark:
The other thing is just validation, just having someone say, “I see you there, buddy. I see you working hard. I see you climbing that mountain and let me just promise you, there's going to be a heck of a view when you get to the top.” Those things matter and we don't interface that way. In vet medicine, we all stay in our little practices. I work with two other doctors and those are the only people that I know and I talk to them and they're great, but they're not expanding my worldview or they don't aspire to do what I aspire to do. I've already heard their stories and we've walked together for a long time and I'm not getting new insight from them. Boy, that ability to surround yourself with other people who are doing interesting things and who are walking and who have climbed mountains …

Andy Roark:
Because you have the other thing, too, just staying in the backpacking metaphor, people who have seen a lot are generally happy to share what they've seen. You don't have to walk all those miles yourself. You just have to surround yourself with people who are out exploring and doing things and then you have to be vulnerable enough to ask questions and say, “This is what I'm struggling with,” or “Can you give me any advice on this?” or “This is where I'm trying to go. Can you tell me about blank?” Ask them a specific question. I think a lot of us just don't do that. We silo ourselves. We're afraid to ask. We don't know who to ask. We don't have those connections. We don't have that community.

Stephanie:
I think for me, the part of it is we're also, especially if you're trying to grow yourself as a leader and you're thinking about developing your skills and you're trying to grow, I think for me, there was a little bit of, “Am I going to be viewed as dumb if I ask these questions?” The answer is no. You should ask the questions. The only dumb questions are the ones we don't ask. And for me, I am thankful that I had communities along the way. It's funny because when I was thinking about this and I was thinking about it, obviously, where I am now in our Uncharted community is a huge part of that story. I think we both would talk about that, but when I look back at my career through veterinary medicine, each step, there was a different community that met the needs that I had at that point in time.

Stephanie:
When I was a CSR learning to become an assistant manager, we had a wonderful office manager in our practice who had a group of the ladies who lunch, and it was a small group of local managers and almost all of them were the practice owners' wives who were managing practices. They would get together every six weeks or so and have lunch and mostly catch up about kids and grandkids, but they would also talk about what was going on in the practices. And I remember the first time Gret invited me to go to lunch with these ladies and it was really eye opening experience because I had all these questions. And here was, between all of them, literally a hundred years of experience in veterinary medicine. I can ask all of these questions and no one ever made me feel dumb for asking the questions and they were just like, “Oh, yeah. I wish someone had asked that question for me when I was your age because I would've saved a lot of heartache.”

Stephanie:
They shared their stories and I grew so much from that and it gave me confidence to then make the next leap to, “Okay, how do I get a bigger group beyond my local set of practices?” because we were all pretty similar. They were all small husband and wife or solo doctor practices locally and I thought, “We're getting bigger. We were the only multi-doctor practice in town, so how do we grow bigger?” And I realized I needed to step beyond that pool and start talking to people who had bigger practices. I joined the VSPN community online, which was the support staffer VIN and started talking to all of these other practices. And every step of the way, that led me to VHMA and then I had a community and that, you guys, was the make or break for me because I learned so many lessons and I asked so many questions and every time, there was someone who was willing to put themselves out there and be vulnerable and brave and say, “This is how I did it right,” but also there were people willing to say, “This is how I did it wrong and save yourself the pain and heartache and listen to a piece of this and learn how I did it wrong.”

Stephanie:
And I think for me, that is part of what is so powerful about the Uncharted community is that that is an intentional culture, Andy, I don't know whether you intended to set out and make it that way or it just naturally happened, but getting together people who wanted veterinary medicine to be different led to this culture where we're not afraid to talk about the hard things. We love to talk about the good things and let's hold the trophy and be excited and celebrate. Let's also not be afraid to talk about the hard things and the things that really matter. And I think that's, honestly, a huge part of what I love the most about getting to do the podcast with you, is that I feel like neither of us is afraid to be honest about the really hard things and the things that we have screwed up so badly that we wish maybe we could hit a reset button on. And would I do it differently? Maybe I would.

Andy Roark:
That could be episode 300. It's things we screwed up badly. It'll be a 14-hour episode and it'll be part one. That'll be part one. Yeah. No, I hear you. I had this belief starting Uncharted that, and I believe it then and I believe it now. I don't have to believe it now. I know it now, but I believed it then that there is a group of quietly successful, happy veterinarians, veterinary managers, veterinary leaders out there who don't post on social media saying, “I'm loving it. Things are great.” They just quietly go on making their way, doing good by doing well and doing well by doing good, just enjoying our profession. I knew those people existed, guys. I met them. I was one of those people and I thought, “I know these people here. I want them to come together,” and then they did.

Andy Roark:
I know that there's positive people out there who fundamentally like what we do or who used to like what we do, and they want to get back to that. And by surrounding themselves with people who are doing it and who are happy and who see value and purpose in our work, it recharges you like nothing else. So I had that belief and I didn't know the culture would grow the way it has, which has just been a wonderful surprise beyond what I even hoped. But yeah, you don't have to do Uncharted. If you're a vet student, get involved with the VBMA or with the canine club or with a shelter club, whatever your jam is. And if you are a vet tech, get involved with the Vet Tech Association, right? Just get involved with your local vet med association.

Stephanie:
Find your people.

Andy Roark:
[inaudible 00:37:20] things as a doctor. You can put together a doctor lunch club that's just completely informal, off the books. “Hey, we got a couple vets from different hospitals. We get together, we just have lunch once a month just to commiserate and kick around ideas and validate each other, basically.” Man, people will do that. You just got to ask. Unchartered, this is one thing that we really do well. It's something that was baked into our DNA from the beginning, but you don't have to do Uncharted to have that type of connection, that type of community, but you should have some connection to some community. If you're out there walking alone, man, I want you to reach out and find some people.

Stephanie:
And I will tell you all, too, I love Uncharted. And I can't imagine now, there are people in our community who've become my very best friends that I can't imagine my life without our community in some way. And I will also tell you that my life is so much richer for finding my people in more than one way. I'm a technology nerd when it comes to vet med and you bet your butt that the groups that I'm in that are AVMA nerds or technology nerds, and we can talk about that specific passion together, that fills my cup as much as Uncharted fills my cup. And when I was a technician and we would do the local tech community meetings, that matters. And so I think it's really about celebrating the things that do make you really happy.

Stephanie:
If you are unhappy, and it's funny that you said that, Andy, that you knew that there were people out there who were happy and positive about vet med that you wanted to get them together, that's actually the opposite of how I got to Uncharted. I was not happy. I was miserable in my existing practice. I was really burnt out and I honestly was thinking about leaving veterinary medicine. But I found this group of people who, some of them were really happy, and there was also people who were like, “I'm not so happy, but I'm doing this for me and I'm going to figure out how to change it,” and that was key for me in that moment because it was like, “Oh, here are other people who feel the same way and they're not afraid to talk about it and they're not afraid to talk about what their plans are to figure it out,” and that was eye opening. So I think for me, the community aspect and the people that we choose to surround ourselves with matters a lot.

Andy Roark:
Yeah. No, I completely agree. One of the other things that I've taken away, and I keep coming back to this again and again, when I said I make this list, I thought a lot about the advice I found myself giving over and over and over again. One of the other ones I want to bring up is that your relationship with practice is just that. It's a relationship. I think that's a metaphor that has held up for me again and again. I see that so often when people talk about working with clients, they talk about working with staff, they talk about working with their direct boss. And generally, it's a question about where are the lines? Am I being taken advantage of? Am I taking advantage of someone else? And I just want to hammer this home and just say remember, that your relationship with practice is just that. It's a relationship and like any relationship, it should work for you and it should work for the other person. You don't want to be in a relationship where you're a parasite and the other person is getting taken advantage of, but you also don't want to be taken advantage of. I think any of us who have healthy relationships know that a healthy relationship is about giving as much as it is getting.

Andy Roark:
There's an Adam Grant book called Give and Take. You don't have to read it. I'm going to tell you the whole book right here. He divides people up into three types of people, into givers, takers, and matchers. Givers are people who give and takers are people who take and matchers are people who keep score and they say, “You did this for me, I'm going to do something for you.” And so then he looked at how he measured success. He looked at successful people and what he found is that givers were at the bottom and they were also at the top and so there's this bimodal distribution of givers. And so people who give are some of the happiest, most successful, but they're also at the bottom. And he found the difference between those two groups was the best strategy is to be a giver. Be the first person who steps up and who helps and who gives of yourself. And then switch to a matching strategy, meaning you should give and if you find that you are giving to someone who's a taker, then you should stop. You should match their strategy. You should stop. And the people who were givers who were at the bottom who were unhappy were people who generally didn't stop giving.

Stephanie:
Give, give, give.

Andy Roark:
They just give, give, and they found a taker who just bled them dry. The givers at the top were people who gave first and then watched to see what happened and adjusted their behavior based on what was coming back to them. And guys, I think that that is something, that's a beautiful thing that we should put forward with clients, is man, help first. Jump in and help and give. And then watch what happens and set your boundaries and adjust them as you find out who's a taker and who is appreciative and who's not appreciative and adjust it so that you have the energy to keep going. But guys, as I said, it's a relationship. There's a bunch of Ruth Bader Ginsburg quotes on marriage that I just love and one of them is, “Marriage is 60/40 both ways.” I say that to my wife all the time. “Did you know our marriage is 60/40 both ways?” The meaning being, in a good relationship, most of us feel like we're probably giving a little bit more than we're getting. If you're married, think about your marriage. You probably feel like you're 60/40. Well, your spouse feels the same way and they're not wrong and you're not wrong. I just put that in context of, “Yeah, if you feel like you're giving a little bit more than you're getting, you're probably doing it right.”

Stephanie:
It's so funny that you picked this one because I've been thinking about this a lot because this last week, there was a meme shared in one of the communities that I'm part of. Shout out to my VPMU friends. Somebody who shared this meme about as practice, as business owners, and there are practice owners who are also managers in the group, that you shouldn't expect your team to care more about your business than you do because it's your business and at the end of the day, it's not theirs. And someone from our team, actually Ron, as manager said, “On the flip side of that, as team members, as employees, when do we stop caring about the business more than our bosses?”

Stephanie:
And to your point, it goes both ways. And I think this was one of the most painful lessons for me to learn both as a business owner and as a employee because it is a relationship. You put your finger right on it, that it is a relationship and there has to be give and take on both sides. When we were thinking about this episode, I was thinking a lot about the questions that we get asked and we get asked a lot of questions about, “I know the answer, I can see it right in front of me, but I don't really want to accept that that's the reality, so I'm going to ask you for your opinion on it.”

Stephanie:
So we get asked a lot of questions of people who are like, “Are they treating me badly enough? Should I actually leave this practice?” And it's funny and I have empathy and appreciation every single time we get one of those messages because I will tell you, that that was me when I was working in the practice that I was at before I came to Uncharted. I was in a practice where I learned the lesson very painfully that when people who show you who they are, you should believe them. And the reality is, it is a relationship and if the people that you're in the relationship with, whether it's your teammates, whether it's your boss, the practice owner, whether it's your corporate owners, whatever it is, whether you're the boss and it's your team that you're struggling with, when you're in a relationship and someone is showing you who they are, you need to believe them and you are in control of what you do with that.

Stephanie:
And so in that clinic that I was in, I had said, “Okay, these are things that I need.” I was trying really hard, “These are my boundaries.” I had the whole hard conversation. I set a timeline. I was like, “I'm willing to put in the work,” because it is a relationship and it goes both ways. “And here's my timeline and in year, I need things to be different than they are now.” And I gave and gave and gave. I worked at it, worked at it, worked at it. And then I had some stuff happen in my personal life. And it was one of the darkest times that I've ever gone through in my personal life, and I was expecting people that I was in a relationship with to show up for me and they didn't.

Stephanie:
And I was like, “The year isn't up. I still need to keep giving.” And I remember having a conversation with you and it was unintentional, but you basically gave me my own advice back. And you were like, “When people show you who they are, you need to believe them.” And it was the painful moment for me because it was like, “I want this to be different, but sometimes, it's okay to call a spade a spade and sometimes it's okay to leave a relationship.” If it's not working for you and it isn't meeting your needs, it is okay to walk away.

Stephanie:
That was one of the most painful lessons for me to learn, but I will also tell you all that it was the best lesson that I could have learned because man, it feels really good at night to go to bed and feel good about the relationships and the boundaries that I'm setting and it is hard ass work. I'm not lying to you. It will be hard. You and I both talk about this really candidly. A lot of how I have come to this is I got a therapist and I got a really good one and I go a lot and I work through my stuff because it is. It's hard work and I will also tell you that that has made a big difference, recognizing that it is a relationship and it is okay to have boundaries and it is okay to walk away if your needs are not being met.

Andy Roark:
Well, the hardest thing in my life, as far as leaving jobs or parting ways with people who are employees and things like that, is this idea of how it should be and how it could be if people were just different than they are. You know what I mean? God, this should be great.

Stephanie:
If everything different.

Andy Roark:
All I need is for this other person to stop treating me this way and this would be fine or for this person to realize this thing. There's a lot of us out there right now who are not making a change because it bothers them how close it is to working and how it should work if this other person just behaved differently, if they just felt this way, if I could just accept this thing that I can't accept. If I could just accept it, then this would work, but you can't accept it and it doesn't matter what you should or shouldn't do it. It is what is. What is the relationship, it's got to work for you and it's got to work for them. And the relationship with your job, it's got to work for them, it's got to work for you. I see that a lot. If you're in a relationship where you genuinely don't want to give anymore, you shouldn't be in that relationship and if you're in a relationship where you feel like you are just being taken, you shouldn't be in that relationship.

Andy Roark:
I tell you this and I swear it to be true. Anyone who doesn't immediately believe me, I swear it to be true. Man, this profession is so full of good people who genuinely just want to give you a good place to work and to have a happy place to work themselves and to do good in this world. It is full of those people and you can find those people and they genuinely want to make a good job for you. It's going to take some work and they have needs in the relationship as well and you're going to have to be flexible and you're going to have to give as well as receive because if you don't give, you're just a parasite and that's not what you are, but those people are out there.

Andy Roark:
That brings me to the last point that I want to make in all of this. The primary job of a leader is balance. I found this again and again and again. It's not about getting what you want. It's not about getting the team to do what you want them to do. It's not about giving Sarah or Dave what they're asking for. Your job is not to fix somebody else's problem. It is to find the balance between Sarah and David and the front desk staff and the techs and the pet owners and the practice and you. I see a lot of people who are like, “I have to fix this person's problem,” and they put everything else aside. You don't have to fix their problem. You have to balance the needs of everyone and that means that Donna's not going to make $1.6 million a year working 20 hours a week because that doesn't meet anybody else's needs, including pet owners. It doesn't.

Andy Roark:
I know that someone wants a different schedule and this does not mean I'm not going to give it to them, but I also have to have an acceptable schedule for everybody else. And so that person may not get exactly what they want, but it also doesn't mean I'm going to dismiss them out of hand. I want to try to balance their needs with everybody else. I know that that vet medicine is expensive and I know that my staff deserves to get higher pay than they get now. It's not my job to do any of those things. It's my job to find the best balance that I can find to make pet care affordable and to take care of our team and to run a profitable hospital that can make payroll and pay the utilities and that can continue to provide continuing education for people and that can continue to invest into new medical technology so we're practicing a standard of care that our core values necessitate that we practice. It's always that.

Andy Roark:
I think a lot of people look and say, “I didn't make this person happy so I failed,” or “The pet owner is mad so I failed.” I go, “You know what? Sometimes a single pet doesn't get what they want because the balance of the needs of the team are much greater and you say, ‘Nope, I'm sorry. I'm balancing your request against the needs of my team. And my team is going home. They're taking their time off and the doctor is not going to get your message on her day off because I understand your desire, but I also understand her needs and I'm going to balance those things.'”

Stephanie:
I think you did such a good job with this and it is probably the most profound lesson that you can learn as leader. I will also tell you that this is probably the one that I screwed up the most and I will tell you that anybody who knows me knows that balance is really hard for me. I don't do things by half. And for a long time I thought that finding the balance … I imagine now, I imagine balance as a teeter-totter. Walk with me for a second. There's board and there's a triangle in the middle and it helps things tip from one side to the other. And for a long, long time, the only way that I saw to finding balance as a leader was for me to be the triangle in the middle and to help it balance one way or the other and to tip it back and forth.

Stephanie:
And so I would put myself in that middle, whether it was the CSR who had just been screamed at and I thought, “Okay, the only way for me to find balance here is to step in and solve this for them and make that pain go away because I care about them. I don't want the client to not be happy, but I also want them to know that this is not okay so I'm going to step in and I'm going to create the balance here.” And I spent so long trying to be the balance myself that I forgot a very important part of what you said when you started this chunk, which is that you also matter in the balance. And I see so many of my fellow leaders, managers, practice owners, medical directors, who, we try to become the thing that makes the balance when in reality, the lesson that I learned is that the best place that you can be as a leader is standing 10 feet away from that teeter totter and seeing it go from side to side and helping call out directions. “Hey, let's tip it back a little bit to the left. Let's tip it to the right.”

Stephanie:
It was years of painful lessons to learn that and be able to step away from trying to be the balance myself and solve all the problems. “A tech called out? Great. I'll jump in on the floor. I'll be in surgery today. Somebody needs help at the front desk. Great. I'll do the thing.” That is great, to your point about present bias, that solves the problem and is probably the path of least resistance right the second but in the long run, it doesn't do anybody any good. And it leads me to a path of burnout and frustration and anger and that was where I was at when I was thinking about leaving vet med.

Stephanie:
I feel so beat up, but I did it to myself, and that was probably the most painful, painful lesson for me to learn and lots of therapeutic process because I thought I was doing the right thing and I was doing it with the best of intentions, but what I couldn't see was how badly it was affecting me and how I also wasn't empowering anyone else in the situation to learn how to tip the scale one way or the other. I was just fixing it for them. And so when you were talking about your surprise again and again, it's your business model, I kept thinking about the fact that, even my last practice, and so this is the last thing for me when it comes to the balance, was learning the lessons that being a leader means being brave and it means making hard decisions and it means that you're going to screw things up.

Stephanie:
It also means that you don't have to know everything. Sometimes you don't even know anything and it's okay to say, “I don't have all the answers. I'll figure it out and I'll help us get there but right this second, I don't actually know the answer to that.” And I spent a long time thinking, “I had to have all the answers and I'm going to fake it till I make it.” And I will tell you that the thing that helped me find that balance was starting to say to my team, “I don't actually know. What do you think we should do?” Because some of the most powerful lessons I learned was where I was thinking about going totally might have worked, but where they were thinking about going was a way better path to get there.

Andy Roark:
No, I think that's great. Yeah, I think that's fantastic. No, thanks for sharing that. I couldn't agree more. Yeah. I think a lot of us have this belief that as the leader, as the manager, decision maker, we're supposed to have the answers and we just don't and that's okay. It's okay to not have the answers. And going back to balance for a second, the biggest way that I see people fail this is not by overgiving to pet owners or overgiving to the staff.

Andy Roark:
The most common way they fail it is by not balancing it for them. And they're like, “Oh, it works for everybody else and it's worse for me, but it works for everybody else.” And then they let it go and then they burn out and they leave the profession in two and a half years. And I go, “I know that you thought you were being kind when you gave beyond the point of what was reasonable for you. You were not kind because you set your practice up to lose you in two and a half years and you set yourself up to burnout and you put your family through that as well because they're watching you burn out at work.” And so I would say that was a failure of balance and it was a failure of kindness because again, the way I look at balance sometimes is what is most kind for everyone, and that includes you, and you were not kind to yourself. And so I would say that is the balance failure that I see most often.

Stephanie:
Yes. And that's what I loved about Ron's response to the meme because we each have a personal responsibility here. Yes, as business owners, we want teams who care, who love what they're doing, and who are going to think with an entrepreneurial mind. That's great, but also as employees, to your point about relationships, at the end of the day, it is a job. And if we care more than everybody else, we're also just setting ourselves up for failure. And so I think it is about remembering that you have a personal responsibility. This doesn't just happen to you and that was the thing when I was in therapy and talking with my therapist about the disaster that I had created in regards to balance in my own life.

Stephanie:
The really powerful lesson was I have to stand here in front of the mirror and realize I did this to myself. I chose to jump in and save when somebody was out sick, I chose to jump in and save the day and the consequence of that was that my poor kids spent 12 hours at the clinic with me or I missed getting to on a field trip or there were consequences, but I chose those consequences. And so I was mad at the world because I was miserable because it felt all out of balance. But when I held up the mirror and I looked at myself, I did that, and it was really painful, but it is something that was a very powerful lesson for me to learn because I think now the way that I approach things, it is still my gut reaction to say, “How can I jump under this teeter totter and how can I help hold it up from both sides?” And now I have to ask myself, “How can I stand over here and help everybody?” and that was the best lesson that I ever could have learned.

Andy Roark:
Yeah. No, I hear that. Well, thank you, thank you, thank you for doing 200 episodes with me, Stephanie Goss.

Stephanie:
Thank you, Andy Roark. I love spending time with you and I love everything that we get to talk about. I obviously love and cherish our time together, we both do. And at the same time, I also want to say thank you to our listeners and thank you all to those of you who send us stuff in the mail bag and for those of you who are in our communities and who share with us the personal, the vulnerable, the brave from your practices and say, “Hey, would you guys talk about this, because I would love to hear some different perspectives.” You know all make this podcast and we do it for each other and for the time that we get to spend. But more than that, we do it for everybody else because we really enjoy being able to engage with all of you in that way and so thank you.

Andy Roark:
Yeah. Thanks, guys. All right, everybody, take care of yourselves. Have a good rest of your week and we'll see you back for episode 201.

Stephanie:
201, baby. Well, gang, that's a wrap on another episode of the podcast. And as always, this was so fun to dive into the mail bag and answer this question. And I would really love to see more things like this come through the mail bag. If there is something that you would love to have us talk about on the podcast or a question that you are hoping that we might be able to help with, feel free to reach out and send us a message. You can always find the mail bag at the website. The address is unchartedvet.com/mailbag or you can email us at podcast@unchartedvet.com. Take care, everybody, and have a great week. We'll see you again next time.

Written by Dustin Bays · Categorized: Blog, Podcast · Tagged: lessons learned

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