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Podcast

May 29 2024

Do Wellness Plans Make Sense For You?

Shawna Castillo, Director of Care Plans at Otto, joins us to tackle a critical question from a practice manager struggling with client credit limitations. Despite offering CareCredit, Scratchpay, and VetBilling, many clients still face challenges. The burning question: How do we design wellness plans in a way that is not going to make my team or my doctors lose their ever-loving minds? Practice Management super nerd, Stephanie Goss and Shawna Castillo offer their perspectives on this subject. This week's episode of the Uncharted Veterinary Podcast is brought to you by Otto.

Shawna Castillo, with her 20 years of experience in the veterinary and animal health space, brings a wealth of knowledge to this topic. As a leader in people, processes, and technology, Shawna excels in influential team leadership, process improvement, client retention strategies, and customer success enablement. At Otto, she oversees the Care Memberships program, helping veterinary hospitals boost their economy, client retention, team efficiencies, and patient outcomes. Shawna's passion for understanding human and animal motivators and her love for using technology to strengthen the bond between pets, their owners, and veterinarians, makes her the perfect guest for this mailbag.

Stephanie and Shawna discuss the need for care plans, enabling pet parents, especially younger generations, to afford preventative care through manageable monthly payments. They discuss key factors to consider when designing care plans and strategies to overcome common barriers from associate DVMs, team members, and clients. Shawna's insights offer invaluable guidance for veterinary practice managers and leaders looking to implement effective wellness plans without overwhelming their teams. Let's get into this episode…

Uncharted Veterinary Podcast · 289 – Do Wellness Plans Make Sense For You

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

Do you have something that you would love Andy and Stephanie to roleplay on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag! We want to hear your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


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Episode Transcript

Stephanie Goss: Hey everybody! I am Stephanie Goss and this is another episode of the Uncharted Podcast. Today's episode is actually brought to us by our friends at Otto. And it just so happens that I have someone who is currently on the team at Otto here with me today. 

And that is my good friend, Shawna Castillo. Now Shawna is actually here today because she and I are going to tackle a mailbag question. 

Shawna and I go way back. We were both practice managers together. We both worked in corporate medicine together, we stayed in touch when she left and went into industry. And Shawna has had a variety of experience on the business side. And she is currently the Director of Care Plans at Otto which goes to what we're going to be talking about today. 

Actually, we're going to be talking about wellness care in our practices, wellness plans, preventative care plans, whatever you want to call them. We are going to talk about how to make care accessible to our pet parents and how to do that in a variety of different ways. So let's get into this.

 And we're back. It's me, Stephanie Goss, and today I am joined by one of my favorite people in veterinary medicine. I am joined by my friend, Shawna Castillo and Shawna is currently, Shawna, what's your actual title with Otto? Because that's like, I don't want to screw that one up, because it's all professional sounding now.

Shawna Castillo: Yes, it very much is. I am the Director of Care, our care memberships.

Stephanie Goss: Director of Care with Otto, and I have known Shawna for a really long time. I feel like it's like, oh, I'm just talking to my manager friend. Shawna and I have known each other for years. We were both managers. We didn't know it at the time, but we were both managers within NVA practices at the same time.

Way back when and then Shawna and I met when she was working with our mutual friend, Dr. Stacey Santee at Vet2Pet and Shawna is one of those managers that I have just always loved connecting and nerding out with about a variety of topics. We'll, like, get on the phone to ask each other a question that should take 10 minutes and it's, like, an hour and a half later.

Shawna Castillo: Like, like minimum.

Stephanie Goss: Yes. But Shawna is here today because I got a mailbag question. I actually had several of them about wellness plan things and since that's Shawna's current role now with Otto formerly TeleVet, for those of you who are like, oh, what's Otto? I don't know that I've heard of it. I bet you have. It's our friends at TeleVet and Otto is the new brand because TeleVet is tele, TeleVet made people, I think, think of telemedicine and only that.

And so they have done work over this last year and a half or two years rebranding into Otto and really leaning into automation and AI and all of the ways that technology can really improve our practices. And we'll get into that today. But, Shawna, welcome to the podcast. I'm so excited you're here.

Shawna Castillo: Thanks, Stephanie. It's an honor to be here. I'm really excited to get into this conversation.

Stephanie Goss: Me too. So that I'm not gonna, I'm not even gonna attempt to like, read your official bio or screw up your info. So besides the fact that you started as a, as a veterinary practice manager, we've known each other for years. Do you want to tell everybody a little bit about yourself and your kind of where you're at with Otto now?

Shawna Castillo: Yeah, yeah. Well, I actually started as a veterinary assistant. I have about 20 years of experience in veterinary medicine, 15 of those are clinical. So I started, you know, as early as it was legal for me to get paid working in a veterinary practice. Doing all the things that I could do and I've kind of worked myself up and I've done basically everything except for be a doctor.

So that's been really cool. And my most recent position in a clinical setting was a practice manager. I was also an area manager for a good amount of time, actually focusing most of my time implementing care plans in area hospitals. So, and about the last five years or so, I've been on the other side of veterinary medicine, focusing more on ways that technology can enhance the clinic experience.

And so, most recently for the last couple of years, I've been at Otto running our new care membership program.

Stephanie Goss: And I'm super excited to talk about this because you and I have we're both super passionate about I think wellness is a, is a word that we use a lot in veterinary medicine but really it's the idea of preventative medicine and kind of being the foundation of everything that we do in vet med because we know, yes, we see sick patients and we also know that when we see sick patients first when they're due for things preventatively and we're doing that that maintenance work We help prevent or at least slow some of those disease processes significantly.

And so I got a mail bag Oh, so you and I are both super nerdy about the idea of preventive care and we've both worked extensively with the concept of wellness plans, both in clinical practice as managers, as team members. You and I both worked within the NVA's PAW Plan framework, which we'll talk a lot about in today's episode, I'm sure, but also you worked with wellness plans in private practice as well, right?

Shawna Castillo: That's right. Yeah. And, you know, wellness plans have been around for decades at this point. And you said something earlier that I just have to Go back to, and you said something about it being foundational. And I think that is what I'm most passionate about is this idea of like foundational medicine, not necessarily calling it wellness or preventive because wellness is not one size fits all.

It looks different for every pet. And so that's what I really think care plans can change in the world of vet med. You know, they can really enhance client conversations planning, which we know like doesn't exist in, in the pet parent kind of population, you know, planning for pet care. And so that's what I think is really, a really cool way to kind of encompass like, you know, what the whole point of wellness or care plans are, and that is like really promoting foundational medicine.

Stephanie Goss: Yeah. And I'm going to stick a pin in that because we're definitely going to come back to you. I love the– we're going to come back to the specific change in language because I love the idea of care and transitioning away from the idea of it's just preventative or it's just wellness.

There's, there's a lot there to unpack, but I want to start us at the top because we got You know, we're, we're here today, A, because I love nerding out with you and I could talk to you all day long and I feel like you are someone that our our listeners may not be as familiar with as, as far as being a, a part of our industry and so, I wanted to have you here to nerd out, but also because I had a couple of mailbag questions and there was one that came through really recently that really stuck with me because it was from a practice manager who was really struggling because they have been doing all of the things for a really long time in their practice in terms of offering financing options for clients, you know, using our friends at CareCredit or using Scratchpay VetBilling, other, other payment options that have kind of been around forever And they also use pet insurance in their, in their practice, they take it, they promote it.

And they were saying, you know, we're really struggling because we're kind of in this place where as the economy has shifted and clients are having to really think more and more again about where they're putting their dollars, we're seeing more clients recently getting declined or not qualified for credit, or they have, they have their own credit cards, like they're not interested in, in a financing option. They just are choosing not to either choosing not to or not being able to spend the credit card dollars that they do have on care for their, for their pets. And so, you and I were planning to come on here today and have that conversation, and in the last couple of weeks, as we've kind of been prepping for this and talking about it, we've had this conversation that has been happening in the Uncharted community that really tied to it.

And it was so funny because we had, we kind of planned to start with one topic and then I texted you and I was like, Hey, how do you feel about going in this opposite direction? Because they really tie together. We had a friend of ours who is a practice owner and practice manager actually in Vancouver, Canada, so on my side of the world and he was asking some questions because he saw on social media a local ish clinic who was offering care plans or, wellness plans, how, whatever you want to call, call them.

And their plans, their advertisement on Facebook really was just, hey, we're offering unlimited consults. And there was no definition of what a consult was, but the ad itself was, we're offering care plans that have unlimited consults. We're also offering a discount. In this case, it was 10 percent off of additional things like meds, foods, other services.

And they had a set price, a membership price for a year of unlimited consults. And it very clearly said both doctor consults and technician consults. And so they were running a, you know, limited time offer. And then they were going to have a pricing after their initial special.

My friend who is the practice manager was just like, has, you know, has anybody else seen this? This seems absolutely insane because the price point was a few hundred dollars. I think their introductory was like in the, below 250 and then their, their initial price was going to be between like three and 350.

So for a couple hundred dollars a year, this practice was offering unlimited consults. And so our friend was just like, This seems crazy. How can I afford for clients to be able to come in as often as they want, whenever they want, and have visits for such a low price point? Like, I could not afford to pay my staff.

And I completely understood the panic. And I was also the one who had to jump in on the conversation and say, okay, let's take a deep breath for a second and let's start with some math. And the reason that I always start there is because in my experience doing PAW plans and care plans within my own hospital We went the route of having unlimited actual exams.

So in this case just for reference with the podcast today, I'm gonna go ahead and assume that when this practice says consults, they're talking about exams whether a DVM exam or a technician exam And we all know that every hospital does those differently like my you know, my hospital was we had sliding scale. So we had 30 minutes to 60 minutes. My sister hospital right down the street was 15 to 20 minute exam.

So, I don't know about your practices, Shawna, but like everybody does it different, right? When you say an exam, it never means the same thing in veterinary medicine.

Shawna Castillo: It never does. It means sick, you know, any type of doctor exam, any tech, any progress, any recheck. But yes, let's keep– I'm like itching to say what I have to say about this. So let's keep going with it. Yeah. Yeah.

Stephanie Goss: So I, you and I started nerding out about this and really broke it down to a bunch of questions that we really wanted to tackle around the idea of wellness plans or care plans for, for the purpose of the discussion today. Why, why they shouldn't be as scary as sometimes they feel, and I think I want to talk through certainly I have some, some thoughts on that, because I empathize with our friend, because I had been in that position, like my doctors did the exact same thing of, oh my god, the sky is going to fall if we have unlimited exams, you know, and it's a scary, it's a scary thing, because we work so hard

in veterinary medicine every day to make clients understand the value of an exam and to get clients coming in through the door and so I think the initial fear like gut wrenching fear reaction is Are we undoing all of that hard work? Are we devaluing the exam if we look at care on a level that could include unlimited exams.

Clients have open access. And so, I think I want to, I want to start with you. You had both from a practice perspective, you and I had I, in this case you know, I talked candidly on the podcast. I actually had a really great experience working in corporate medicine. I've had really great experiences working in private practice.

I've also had really calming experiences working in private and corporate practices. And so I think I really sit in the middle that there's one side is not good, one side is not evil, and I think what, especially when it comes to wellness plans, I think there is a lot of stigma in veterinary medicine around it being a corporate thing, and it's subsidized, and only big practices like corporate practices can afford to do it, and so since you and I both have a experience, both on the private and corporate practice side, as well as now your, your role in Otto you've had the privilege to have access to a lot of the same kind of data, actual data research that I do. And then some, because I know you guys have put a lot of work at Otto into doing research before you launched. Your version of care plans in the last couple of years. So let's start with some of the facts and, and un, you know, unpack some of the myths, I guess, around care plans and wellness plans and unlimited exams and all of that.

Shawna Castillo: Well, I think that it's always, first of all, I want to go back to this question, the mailbag question and then the practice manager in Vancouver. I think it's a really interesting, like kind of joint question that we're going to tackle here because it really does address the problems that we're seeing in the industry right now, which is affordability and volume, you know, but then specifically about unlimited exams, I think, you know, I think that is the part that really gets to be scary because people are like, how am I ever going to afford this?

Like you said, and it's important to stick to the facts here. First of all, usually when a plan is set up with unlimited exams, that does not mean it's a free for all. It doesn't mean clients to get to come. They get to come in anytime they want. Use any exam, you know, just skirt in through your already scheduled appointments. That's not happening. 

Stephanie Goss: Right, and..

Shawna Castillo: That's number one.

Stephanie Goss: That's what, I think that's the picture that everybody gets in their head is if you offer unlimited exams, all of a sudden, any client can walk in the door whenever they want and demand your time and attention, right? Like that's the scarcity mentality for you that our lizard brain does and that's where we all are at. And that's why I empathized when the question got asked. Cause I was like, Oh yeah, cause that's exactly what my doctors thought.

Shawna Castillo: Right. And you're right, listeners. That is not feasible. It's not realistic. Like, don't do that. Don't do that. Please don't. But I think that what's really interesting about the idea of unlimited exam is it's wildly interesting to consumers, to your pet parents, because, okay, we have visits at an all time kind of low right now.

So visits are down. Compliance is down, but like spending is up. And we kind of all know that based on a million different articles that are being published right now and data that's being published and. What I think is really interesting is that when you think about shoppable items, what's the first thing that clients ask about when they call and try to make an appointment?

They'll want to be seen by a doctor or ask for meds and the responses that they need to be seen by a doctor. They always ask, well, how much is that going to cost? It's a massive barrier. So if you can break down that first barrier to getting clients through the door, then you can provide them with a treatment plan and typically encourage more from them. So I understand the strategy here of that neighbor clinic that just open that is offering unlimited exams. It makes a ton of sense to me because they want to encourage loyalty and retention from their pet parents in an age, a day and age where are the majority of our pet parents are incredibly brand disloyal.

You know, we've got millennials and Gen Zers making up a large majority of the pet parent population and they are the least brand loyal. So I think it's a really interesting way to encourage that loyalty and retention that we're all looking for.

Stephanie Goss: And I think the other thing that is really important to look at, and we'll we'll try and pull out some links for everybody in the show notes to some of the data, because there is a large amount of data and research that has been done over the years, you know, I think I know when I started doing wellness plans in my private practice, the only comparative that I had at the time really was Banfield Wellness Plans because that was the kind of the OG, you know, that was like, that was where it originated in, in vet med and It was like, okay, this is what it, this is what it is.

And I, and I think that that is what it is or can be for one company and one practice. And I, and I think that that is you know, fear myth number one. I think everybody gets it in their head that like, okay, what somebody else does is exactly what you have to do. And I, I know I fought that battle with my own doctors, even just within you know, our, our own little NVA region, you know, they have their own wellness plans.

They're called Paw Plans. And, and it was like, Oh, well, I don't want to do the same plans that our sister hospital 10 miles away does. I want to do them. You know, I don't want to do it at all because I don't want to have to do what they are doing. And I think that that is like the fear factor is that you have to take a model that someone has and you have to do it the exact same way. And I think that that, from the exam perspective, I think that that is what is really, really interesting, is that if we looked at plans that historically only included a limited number of exams, we would have never gotten to the place where someone along the line went out on a limb and said, we know that our loyal clients come in more often, right?

Like, when you think about those A clients in the practice, how often do they come in every year? They're not your once a year clients. You know, the Mrs. Smith who brings your team cookies at Christmas, she's in because she has the trainwreck pet. And she's in every six weeks for something, you know? So she's not in once or twice a year.

And we know that those clients, those, those A clients are coming in more frequently. And so somewhere along the line, someone said, well, what if we allow clients who are on a wellness plan or on a preventive care plan access to the practice? more easily? What if we give them more exams? And I think for me, I saw it in colleagues where it was like, okay, well, we'll have four exams, or we'll have two exams, and then it was like four, and then it was like, what about if we offer them, like, eight or ten?

And then it became unlimited. And so for me, watching it was a very slow progress, because I was exposed to a lot of practices, both private and corporate, who had wellness plans along the line. And I think to people who have not had that exposure, I could absolutely see where going from your model, where you maybe see the majority of your clients once or twice a year, to now saying, Hey, you could buy this plan for a couple hundred dollars and you can come in whenever you want. It seems big and scary. It totally does. Right? 

Shawna Castillo: It does seem big and scary, but I think that like when you go back to the mailbag question where these clients, what we know, the data that we know has been published was that in 2023, there was some there was a study that showed that over 60 percent of pet parents who apply for traditional credit based financing don't get approved.

So that goes right back to this mailbag question of we've got clients who want to do. I presumably want to do what's being recommended, but they cannot for whatever reason. Now, this particular study showed that it wasn't necessarily because clients didn't have good credit, but it was because they didn't have built up credit. Like they didn't have enough credit. And I think that makes sense when we think about more and more young people getting pets,

Stephanie Goss: Exactly. When you think about the volume of Gen Z clients that you have, that straight out of, straight out of even sometimes high school, but the early stages of college, they're going out and getting pets. And I didn't have I didn't have credit when I, you know, was in college and just, you know, got, there was no way.

I, in fact, I have told this story on the podcast, like my very first CareCredit account, I only got because my boss co-signed for me as a practice, as an employee benefit. Because I didn't get, I didn't, I didn't qualify because I was a college student who had college, my only credit was that I had college loans, and I did not, I did not qualify.

So I, I can totally imagine the volume of of Gen Zers, especially, or, or even millennial. You know, although we're, I guess millennials are significantly older now, right? That argument doesn't hold water anymore.

Shawna Castillo: Don't tell anyone.

Stephanie Goss: We're elderly now. I don't even want to talk about Gen Xers cuz we're old. But Gen Z, they don't have credit and so to your point, it's not because they have bad credit. It's just maybe because they don't have enough of it. But whatever the reason, if they can't have financing, I also was just Having a conversation this weekend and I think it was, I was because I was just at, I was just at Uncharted and I was having a conversation and I think it was AVMA that just put out the study.

I'll have to check, either way I'll find the study and drop it in the show notes, but where the typical pet parent is unprepared for a like $1,000 unexpected bill or a $500. It was a really low threshold

Shawna Castillo: It was the Forbes advisor survey and it showed that something like 40 to well, at least something that I saw there was a Forbes advisor survey. They do this every year. They survey, you know, pet parents, all sorts of consumers. And it showed that like something like 40 or 45 percent of pet parents would not be able to afford that.

I think it was actually a $500. They wouldn't be prepared for a $500 unexpected vet bill. And that it's wild. So that's why I think, you know, care plans, that's why I'm a wellness or care plan enthusiast. Like, these are a tool. If you can build them in a way that works for your practice, which I think we should get into, like, what factors should we consider when we're designing these, these care plans?

Because If you can do that, if you can think about how this is going to work for not only your practice, your business, your team, but also your clients and patients, it can elicit the response and the results that you're looking for.

Stephanie Goss: Yes, and so I agree with you. I want to, I want to dive into that. I think I want to just tie up the, the piece about the unlimited exams being big and scary and recognizing that that is a barrier, right, for talking about this with your team, because I have talked to so many colleagues who did exactly what this friend did and was like, Oh my gosh, no, no way, because we're hallucinating and telling ourselves a story in our head that all of a sudden, All of the F and D clients who scream at the front desk are all going to show up whenever they want in your lobby because you've made care only $200 or $250 a year, right?

I think that's the, that's the horror scenario that plays in, in all of our heads and where I was going with the data piece was that we know that even when we give access to care via a wellness plan, whatever we want to call them and we offer unlimited exams, our average client, Only uses 2.5 of those exams and the high use typically comes in at four to six exams a year for those clients.

And so even though we're offering them unlimited, we know that they're not using it. And so for me, that was a big part of the bridge that I had to build with my doctors who were like, Yeah. The sky is falling. The sky is falling. These clients are just going to show up whenever they want was having that conversation about, Okay, look, here's what the data actually shows us.

And how can we reach a point of compromise where everybody feels comfortable that the clients are not going to be allowed free access to the practice? But this is not going to train wreck our day. And still, to your point, give the clients what they want, which is the feeling that they have support and access when they want it, where they want it.

Shawna Castillo: We'll get into this later, too, but. I think it's really important to think about what happens when those clients come in those four to six times. Like, I think the scariest part for people when you think about unlimited exams is that clients may come in whenever they choose and that just doesn't happen.

If you, communicate up front that these are scheduled appointments. It's no different, you know, you're not like giving them a hall pass to your schedule, you know, like they, this is no different as far as the SOP goes for scheduling appointments. They're just going to be more encouraged to come in on day one of that ear infection versus doing what Dr.

Google says. I mean, if I had a dollar for every time a client of mine, when I was a practice manager, would call and say, my dog has an ear infection. We live really close to a lake, so we had many ear infections and

Stephanie Goss: Sure. I can smell that from here.

Shawna Castillo: And they would say, okay, I actually, I think I'm going to hold off because I read online that I can do like, a vinegar dilution and we were like, ah, like sound the alarms, you know, like, no, you have an, an, an, an, a care plan and they had exams left because our plans weren't all unlimited.

We offered them in tiers, like with multiple, you know, maybe two or three here, unlimited here. Okay. But if they had exams left on their care plan, what was really cool is that we could we saw a noticeable shift in behavior from our clients where they would come in earlier and they would come in more frequently because they had those exams.

It broke down that barrier. It got them through the door. And then I have some data to share later. About the fact that at least with Otto's care plans, not only are we seeing clients come in more frequently, but also spend more at each of those appointments. So it's like true win, win, win for the practice.

Stephanie Goss: Okay, so let's start with, let's start with the, the question because the mailbag question was about how do we, how do we design wellness plans in a way that is not going to make my team or my doctors lose their ever loving minds, really was the gist of the question. And so, so let's, let's start there.

Like what, what are some of the factors that you, cause you've got such a breadth of experience. What are the factors that we should consider when we're designing care plans for our practices?

Shawna Castillo: In short, it really boils down to simplicity, profitability, and knowing, truly knowing what behavior you want to elicit from your clients. I call it long term changed client behavior. What are you trying to get them to do more of? And the reason I say all three of these things is because when I started at Otto, we had a lot of work to do.

We were offering a very traditional model of wellness plan that just was not particularly interesting to very many hospitals or very many pet parents at the practices that we're offering this. We kind of took a step back when I started and did a ton of research, and I interviewed dozens of practice owners and practice managers who are running their own program to understand, like, what were the pain points so that we could build something that was a real solution so we could understand what not to do essentially.

And a lot of what we heard was that plans are too difficult to manage or keep up to date. You know, we do price increases twice a year. How do we update these plans? How do we consume benefits? How do we keep track of what's used and what's not used? How do we keep track of the payments? You know, like all of that should be considered whenever you are designing a wellness plan or trying to, you know, I trying to decide if you're going to essentially buy or build this program.

Stephanie Goss: Yes.

Shawna Castillo: So that's kind of number one, like the administrative effort, you know, it really should be as simple as possible. The second one is the profitability of this.

How can you build these plans to still profit your practice and boost your bottom line? I mean, that is the whole point of these. They're not supposed to be discount plans. You're not supposed to lose money on these. There is a psychology component to this and that's what I love doing. That's why I love, you know, my job and building out plans with clinic leaders is because it's not just like throwing, you know, in clinic services into a bundle and say, and like throwing it at, at,

Stephanie Goss: Yes, yes.

Shawna Castillo: parents, you know, there is a strategy. And so, And you have to use that strategy to, to be profitable. And then again, thinking about what, what behavior you want to elicit from your clients. I think one thing that I experienced as a practice manager was that with my very traditional model of wellness plans, we would deal on an almost daily basis with client, with some sort of friction in a conversation with clients about what's included and what's not included.

And what we really realized was that These were super focused on what this kind of old school idea of what quote wellness is because we built them out to be, you know, what, what you probably think of when you think of a wellness plan, exams, vaccines, couple panels of blood work and plus or minus an add on of a spay neuter or dental cleaning.

But you notice I said blood work and that's what clients hear. They hear blood work and clients don't know that there are 300 different antec or IDEX panels of blood work or blood work. Plus, you know, so usually we're really specific about that one panel of blood work that's included, but they don't know what a CBC or a Chem 10 is.

They don't know what a Chem 27 gives us in additional diagnostic information. And so we would deal with these kind of very friction-y conversations that, you know, doctors like want nothing to do with. They're like, I don't want to explain this to you.

Stephanie Goss: Yes, yeah.

Shawna Castillo: And so, but, but what we realized when we locked these clients into this annual care plan that include a Chem 10, a Chem 10 was that it wasn't really encouraging the behavior that we wanted from them because we got them through the door.

Maybe they were on unlimited exams, but then when we, you know, presented additional treatment recommendations, they were frustrated that those additional treatment recommendations weren't included in the package that they were paying for. And so that's why we kind of reconceptualized care and we'll get into that later.

But I do think that those are like the big main points. It's like, what are you trying to see your clients do more of? How are you going to build something that profits your practice? And how are you going to manage this? You know, like in the most easy way possible.

Stephanie Goss: Well, and I think and you can probably speak to this, the specific data that you've seen in particular in your experience with Otto but one of the things that sold me on the eye on how powerful plans can be to support pet parents. There's two pieces of it. One is that you mentioned earlier

looking at the demographics of pet owners today, we have a huge amount of millennial and Gen Z pet parents, like vast majority, I think, at this point. Those consumers and those clients are used to the monthly subscription model. That's what they know. They've had Netflix from the beginning, our elderly millennials, and our Gen Zers are used to literally everything from, you know, their streaming services to a monthly subscription service at Panera.

Like, it is, that is the model that Gen Z has grown up on, and millennials have been there too. So when you look at it from that perspective, they want that. That's how they budget, that's how they plan their lives. They're looking for what is this going to cost me monthly, so that I don't have to think about that expense.

And I love that you brought up the psychology of it, because we really looked at that and spent a lot of time when we onboarded the team to the idea of using plans. I spent a lot of time with the team talking to them about the psychology of knowing that when clients have that sunk cost, they've already paid for it.

They've already budgeted the monthly, the monthly care cost. It becomes significantly easier to talk about the in addition piece because that piece is already gone in their mind. You don't, you don't have to think about it. Now you're talking about what the additional pieces are. So just like when we talk about our online pharmacies, and the idea of, you know, clients are, clients are not thinking about the things that are on auto ship to their house.

Because that money is already spent to them. It's a separate transaction from whatever they're buying that day in the practice. The same rule applies here. And so I love what you said about the profitability perspective because we actually know that when our clients are on a plan. That monthly subscription cost is out of, out of sight, out of mind.

So when they do come into the practice, we know that dropping the barrier of the exam cost, in particular with unlimited exams, gets them in the door faster because they're like, cool, I'm not gonna have to pay for that. They're not, that does not mean that they're not expecting cost for the rest of the visit.

In fact, we know from a data perspective that clients who are on plans, I think it's like 2.5 times higher at every subsequent visit, they're willing to spend two and a half times more than they would have historically spent prior to being on a care plan because that sunk cost is out of sight out of mind. 

Shawna Castillo: And that's what we're seeing too with our care plans is that or the care memberships that Otto it, like you said, two times more at each step subsequent visit. Our care members are spending almost 100 percent more than they did the year prior. So the way that I always explain this is like, think about if you were to implement a program today, we, we, we would look at what the client spent on that very same pet the year prior.

And then we would wait one year and see. What we're seeing is clients are spending 100 percent more on their pets, almost when they sign up for a care membership, but then also they're spending about 65 percent more than non members. So the best of both worlds, you're, you're making good clients better.

Stephanie Goss:The ACT is going up no matter what. 

Shawna Castillo: Exactly. Exactly.

Stephanie Goss: Yeah and I love that from the profitability perspective and that was, that was how I ultimately persuaded, negotiated, negotiated. You know, gently talked into, however you want to phrase that bulldozed, I suppose. there was one doctor I had to absolutely bulldoze into it.

But that was the conversation that I had with the doctors. Because the fear, especially if you have doctors who are paid on production the fear is, I'm going to lose all of this money if I have all of these clients who are now no longer paying for exams or not paying for services, or they're getting it, especially if your plans include a discount, the hallucination or the story that the doctors tell themselves in their head is, Oh, my God, my production check is going to be half of what it was before, right?

Like you're, I'm just never, I'm never going to make any money and I'm going to be doing all of this work because clients have open access to my schedule and it's the, it's the death spiral of catastrophe. And all of a sudden all of your doctors are Andy living in a box in the woods. Because that's what he does when he catastrophizes.

And that's how, that's how the doctors, the doctors feel. And so I think from a production perspective, you absolutely have to. Get in front of that. And the conversation I had with my doctors was like, listen, I, I have a trust bank built up with you. And do you, do you trust me? If you trust me enough, I'm going to make you, I'm going to make you a proposal.

I propose and I did this in my private practice. I said, I want you to do this with me for a year. And if after a year, your average client charge and your production have not gone up year over year. I will actually pay you the difference,

at the, we'll do, we'll do a, we'll do a true up. But I was, I looked at the data and I felt really, really confident because of what you said, Shawna, which is that the numbers prove it over and over and over again.

And, we're lucky to have access to companies like NVA and Banfield who do all of this data and put it out there, publish it for the industry, so we know historically how this has, has gone. I looked at all of that, and I felt really confident, and that was the bet that I made my doctors. And I had the one doctor that I had to bulldoze into it, and that was the only way that I got her to say yes.

And she did. And the next year, I absolutely did not have to cut her check because her production was up significantly because she had a large number of clients that were on plans and had that sunk cost and they were spending more. So the profitability went up for the clinic, but the profitability went up from a doctor's on production perspective as well.

Shawna Castillo: Yeah, I mean, I could add to that, when I was a practice manager, our medical director was all in on our wellness plans and his percentage of revenue generating per potential or, you know, percentage of the bottom line was large. It was like 40 percent and his average transaction was nearly double what our other doctors were, and his attribution for enrollments was like 90%. Like he was crushing. So I am team wellness or care plan 100%

Stephanie Goss: Yeah, yeah. Okay. So I want to talk, I think you, you came up with some really good points. The pieces that we need to consider when we're designing them. So we have to look at simplicity, which I think is really good. I think you know, we talked about the facts that Nobody wants to spend a significant amount of time, and you have to do your time, you have to do your research to figure out what is going to work for your team and your workflow, because simplicity does matter, that in and of itself could be a whole podcast, you've got to look at the profitability.

And you've got I love your point about knowing what behavior you're trying to elicit from, from your, from your clients. And I think the other the only other piece that I would add to it. To this and then I think we should take a quick break and then come back and talk about the other pieces of this because I want to get to the two other kind of chunks that we have on plans in general.

And then I want to talk specifically about what you guys are doing differently at Otto because I just think it's so cool and such a neat concept. The only other piece when it comes to designing them is I think it's really important that you not compromise your medicine when you're designing your, your plans, because I have seen so many of my colleagues really struggle with feeling like they have these plans that are not actually what they want.

And you spoke, Shawna, when you were talking about the blood work perspective, and that is absolutely friction from the client perspective, but it's also friction from the team perspective. Because if now, to your point, I have to go in and have a 25 minute conversation with this client about why their plan included a CHEM 10, but why Dr. Sarah is recommending a CHEM 27 and what the difference between those two things are and why I need her to pay the additional difference in what the plan doesn't cover. Now I'm compromising my medicine to a degree because I'm having to do extra work, I'm having to deal with client frustration, I'm having to deal with team frustration, and so we know, behaviorally, that that's when it, we know that that's when the behavior of the team starts to change. We shortcut our recommendations. We hold back on saying what we really want because we don't want to deal with that frustration factor, whether it's from the client's perspective or our own time and energy perspective. And so I think I am a huge advocate for, and you and I have talked about this extensively, like your plans, however you design them, got to take into account what your standard of care is at your practice. The medicine has to be what you believe in it or the plans will never work. And I see so many of my colleagues who try and do quote unquote wellness plans and get frustrated and give up oftentimes before even the first year is out because what they have built either inputs too much friction or is not their standard of care or both.

And so from a manager perspective, like that is the single biggest piece of advice that I can give to my, my fellow managers and practice owners. Sit down and you have to start with your standard of care. Okay, let's take a quick break and then let's come back and we'll dive into the last couple of pieces here to, to get to what you guys are doing differently over at Otto.

Shawna Castillo: Can't wait to get into it.

​

Stephanie Goss: Okay. We are back and, you know, we're departing from Andy and I's normal like headspace slash action steps because I'm, I feel like there's just so much more, Shawna, that you have to share with us that is actionable. We, we left off kind of talking about how do we, what do we consider when we're designing wellness plans. And we were talking about the profitability piece, and I think I think I wanted to ask, like, from your perspective now, because you've just been so immersed in the data and the the nerdiness from a data perspective behind this, like, what what are some of the things as we're designing plans that we can do to ensure that we have profitability and that we're also addressing the client's needs when it comes to care plans and maintaining everybody's sanity from the clinic's perspective, right?

Like, it's got to be sustainable because you and I both know as managers, if there's friction for the team, if there's friction for the clients, like I said before we went on break, this thing is not going to last the first year. Like, you're going to try it, you're going to dive in, and then you're going to go give up in spectacular fashion.

Shawna Castillo: 100%. Well, I think it goes back to this idea of, you know, thinking about how to make these profitable, thinking about the behavior you want to elicit and doing the work or doing the research. So I'll do a little research for you. We have this AVMA infographic. And it's really very interesting because what this infographic shows is what the highest revenue generating services in a clinic are based on their research.

And it shows that exams and consultations take up a large majority of them. And then we have additional revenue generating items broken down by pharmacy, lab, surgery and anesthesia, vaccinations, imaging and dentistry. What's really interesting to me, and I think just something to keep in mind, is that many times clinics plans only include about half of these listed services, these listed revenue generating items, and so how, maybe ask yourself, like, how could we include more of these?

That's something that I asked myself whenever I started at Otto. It's how we kind of conceptualize care memberships because we wanted to be more inclusive so that we could drive more standards of care and SOPs at each individual practice, because, you know, SOPs are different by region, by hospital, and it's not one size fits all.

Just like I said, with wellness as a definition, it's not one size fits all. We know that clients or clinic S.O.P.'s are also not one size fits all. And so that's why we develop something that would really encompass that and promote something that does encourage long term change client behavior and does encourage more spend from clients and more compliance and more visits.

So all of the things so that's what I would say, you know, how can we, that's what I would say is like do the research and find a program or, or, or build something that is really going to speak like your hospital's truth.

Stephanie Goss: Well, and so, okay, so that was the perfect segue because, um you know, when we get asked the question, like how do I design the plans? I think there's the starting with your standard of care and looking at the pieces that we've already discussed. And then I think the next piece is, what are my choices? Well, I can build it, I can do it myself and DIY it or I can buy it, meaning that I can use a third party service to build the plans and administer the plans for me. And there are two kind of options that kind of branches out in two ways. One is the traditional way that most people think of corporate practices doing it where you're buying it quote unquote, but you're doing it in-house, meaning that there's a team that your hospital is paying within the bigger organization to manage a lot of things. That's the experience that you and I may have had within NVA although my practice selected to run 'em ourselves. But you have help doing that,

right? And then there is the third party model where you're paying a third party company completely. Veterinary specific to build out and administer the plans for you deal with the software do all of that. You and I could do a whole podcast just about that piece, so I think that's I think from a building them perspective.

All you need to know is that there's a lot of options we've actually got some prior podcasts that I'll link in the show notes about care plans and that kind of go into some of the options including third party options but like you can absolutely build it yourself, or you can buy it, whether you buy it internally or you buy it from a, from a third party, if you're a private practice but now we have a new option, and that's really the heart of what I wanted besides getting to see your beautiful face and talk to you today, like, that is the heart of why I wanted you to come and talk about what you guys are doing at Otto, because just like everything else that that Otto has kind of done in terms of trying things just a little bit differently in veterinary medicine I feel like when you came on board the team and you tackled the idea of reinventing wellness plans and turning them into something different. You guys have done something truly, truly different here and I'm super excited to talk about it. So, tell us a little bit about, kind of, how care, which is what you call your plans, how care with Otto is different from the traditional kind of wellness plan model.

Shawna Castillo: Well, first of all, let me ask you a question, Stephanie. If you were given the option to be gifted a 100 gift card to your favorite store or a 100 valued gift basket from that same store, but mind you, remember how gift baskets work. Someone else puts the things in the basket and hands it to you. You're not choosing. What would you choose?

Stephanie Goss: I would, I would a hundred percent choose the gift card unless I like had seen everything that was in the gift like sometimes you just see a gift basket and you're like You Yes, it fits. This fits. The majority of the time, though, like 9. 9 times out of 10, I'm gonna choose the gift card, hands down.

Shawna Castillo: Nine times out of ten, you're gonna get jelly, like a jar of jam that you just can't stand the flavor of. Right? You're not gonna use it all. You're not going to use it all. 

Stephanie Goss: You're not wrong.

Shawna Castillo: Okay. So, About 99 percent of the time when I ask people this question, they always say gift card because we're creatures of habit. People love control and you know you're going to get the most bang for your buck out of that.

You have control over what you're spending that on. And so that is the way that I will often describe Care via Otto and so care memberships were really built to help clients plan for pet care first and foremost. Like, so help veterinary clinics help clients plan for pet care. And the big differentiator is that instead of being incredibly specific about the benefits that are included in these plans, we've really broadened it.

And we've said, we're going to open this up and really actually focus more on flexibility because pet needs can change on a dime. And we don't want to put these pets in a box or limit what it covers or what the pet parent can do with these benefits once they enroll if their pets needs change. I know from being a pet parent and working for 15 years in a clinical setting that even if you have the healthiest pet, all it takes is one visit, one weird lump, or one weird cough for your wellness recommendations to take a complete 180 turn.

You know, we may not be focused on vaccines as much if we've got a chronically coughing dog, or if we've got a recent cancer diagnosis, or you know, if we're just dealing with chronic conditions, we've got an older pet with more chronic conditions, like priorities change.

Stephanie Goss: Or even, like, and I think that our minds as, as veterinary professionals automatically go to the old pet. But also, like, I think it's really important to think about the young puppy that, yes, they need, they need because, you know, doodles. Let's use a doodle for an example.

So Andy gets Skipper Roark the doodle, who is very bad and needs vaccines as a puppy, but then also, like, tries to eat, you know, socks out of the laundry basket, and then, all of a sudden, instead of, you need the vaccines, but maybe now you're doing surgery because you've got a foreign body, or x rays because you're worried you might have a foreign body.

Like, it's not just the older pets, it's all, it's all life stages, right?

Shawna Castillo: Exactly. And so that was another thing. We also wanted to open this up and say, this is not going to be species specific. This is not going to be age specific, breed specific. We're kind of taking all those limitations out of it. And we're saying any pet can enroll for any plan that this clinic.

Decides to build out and and it's going to be based on the actual pet's health care needs, both his both historic and anticipated needs. And so what we've done is we've kind of taken the labels off. We've said, we're not going to say that you only get five back or you, you get these five core vaccines because I know what happens there. If my pets only do for two core vaccines this year, I'm probably not going to be interested in that traditional plan.

Stephanie Goss: Mmm-hmm.

Shawna Castillo: So, we kind of opened it up and we said, let's make this a bundled credit essentially where the client enrolls in a plan. They get a predetermined amount of money. This amount of this credit is kind of based on the hospital's economic value.

So we do some economic exercises to see, you know, what have clients historically spent? What are your typical costs of very common procedures like spays, neuters, dental cleanings? Something I'm also really interested in knowing is like, if I brought an eight week old puppy in, what would my anticipated investment be in that puppy in its first year of life.

Because we all know clients are blown away by the cost of pet care. Once that new puppy kind of feeling wears off, they're like, man, this is 

Stephanie Goss: expensive. 

Shawna Castillo: Yep. Expensive. Yes. Maybe, I don't need a full year round supply of flea and tick meds if it's gonna be $400 and so we wanted to say no, like, like, really what we wanted to do was say yes.

Help clients say yes to pet care from the very beginning to get them started on that good behavior track. Because the earlier that happens, the earlier they get exposed to your, like, gold standard of care, the more likely they will be to carry that on throughout that pet's life and then future pet's lives.

So, it's a little bit like more probably involved than the way I'm explaining it, but really that is care memberships in a nutshell. We've kind of reconceptualized it and a lot of clients or, or a lot of people will say, well, is this kind of like pet insurance? And the answer is no. Because what we know about pet insurance is that it's really built to be for unexpected illnesses and injuries, and that is not.

Just what care memberships are for they are meant to be for both preventive care and maybe unexpected care. They're a lot more holistic in that sense.

Stephanie Goss: So they're basically help me, help me understand and wrap my brain around this piece. So you build out like plan offerings and the way that you guys are structuring that is to say, okay, we're going to look at the practice on an individual level, like what their standard of care is, what their medicine is like, and as a result of that, what the economic impact is.

Both from a profitability perspective to the clinic, but also as a spend amount, whether you're looking at the percent or the dollar for the average client and different like life stages. And then you guys are figuring out, okay. That could generally equate to X amount over the course of a year. And then, so then clients are able to basically make their monthly payment towards that amount.

But like, like I know when we think about insurance and one of the challenges to like get over, even on the human insurance side is like, okay, if I'm paying for insurance and I'm paying for it monthly, like, do I have to, do I have to wait the year before, you know, like when you have dental insurance, I think is the, is the best example is like you can get dental insurance, but you're not going to be able to get a, you know, a cavity filled or get a crown done until you've been on the plan for a year because they want your money before you spend it.

So how does, and I know that that's one of the barriers to conversation when it comes to pet health insurance as well as people think, Oh, there's, You know, I have to go through the waiting period or the pre existing conditions. We have all of those conversations as well. How does Care how does Care address that for them?

Shawna Castillo: So the four core benefits of care are health exams, an instant account credit, a bonus discount, and 24/7 teletriage.

And the way it works is that each hospital's plans are going to be different from other hospitals, because we're looking at each individual hospital's economic values. So we're looking at, you know, how much clients historically have spent in the year prior per pet. We're looking at what your average cost of certain various common procedures are like dental cleaning, space, neuters.

But then also, you know, I'm particularly interested in knowing, you know, what what you would tell me my anticipated investment in a new puppy or kitten would be, because we want to encourage clients to start thinking about this. We want to encourage these kind of planning conversations from the very beginning to help clients understand that their pet is an investment and that they're they really should be considering the gold standard of care.

And so, each clinic's plans are going to be specific to them in their values and in what the cost of the client is. The way it works is a client will enroll in a care membership. They will have access to the benefits for the course of 12 months. They will pay for it on a monthly basis over those 12 months, but they will get to utilize those benefits immediately after enrolling.

So the concept is really no different than a wellness plan in that you enroll and you get your benefits immediately. But the difference here is that we're saying you can really use these benefits towards anything, especially that instant account credit. We're not saying it's only good for vaccines.

We're saying it's good for whatever your doctor is recommending because what they're recommending is for your pet's wellness.

Stephanie Goss: Right, right. I love that. And do you, so I think one of the other, one of the other conversation pieces when it comes to designing plans is the debate over, are wellness plans really just a discount? You know, are you just discounting your services? How do you guys, how do you guys approach that with, with care plans?

Like, do, do you clients get a discount on everything? Do you have to give them a discount? What does that look like?

Shawna Castillo: As far as a built in plan discount it certainly helps to elicit interest from clients. Everyone loves a good deal. They're not required, so it really is dependent on each hospital's preference. My recommendation is to throw in a small built in discount just to make the plan feel really special and to encourage enrollments.

And the reason for that is because of the data that we have. And that is that when we see clients enroll their pets on these plans, they spend more, not only than they did the year prior, but then non members. So we really do just need to get these clients enrolled because it frees up their kind of, what is it called?

Discretionary like, spending, you know, they have more liquidity and they can say yes to more things when they have these monthly payments that they kind of, can bank on, you know, they're very predictable. And so I love the idea of like, kind of saying you get this savings account, if you will,

to your clients. Like we're going to help you save and plan for things that may be expected and even potentially unexpected. And then the psychology of it is that once the client spends that instant account credit, then a very small bonus discount kicks in on all out of pocket spend to encourage repeat visits and more in clinic spending to get that client loyalty because that bonus discount will be applicable to all out of pocket invoices throughout the course of the remainder of the one year subscription.

Stephanie Goss: I, I love that. I love that. And I agree with you, like, I think you and I, I don't know about your, how your plans were set up in your, in your practice, but our discount was not, was not large. Like, I think our Clients only got like a 10% discount on things. And you know that when you think about 10%, it's not that much money, like on your average ACT, like that's a couple of dollars.

It's not a whole lot of money and clients love to see that at the bottom of, it's like when you go, I hate to say it, but it's like when I go to the grocery store and I punch in my number and then they circle for me at the, and I never really look at, I mean I do like, cause I'm super competitive, like I want to, I want to get it as much as, as high as possible on every trip that I have, but I'm more interested on what have I saved over the course of the year and I think it's that same, it's that same psychology with our clients, because again, you guys, we're not trying to, we're not necessarily trying to put every client on a plan, like I think everybody's minds go to that place where we're going to try and put every F& D client who are in the lobby screaming at your CSRs and making them cry on a plan.

Stop thinking about those clients. Forget about those clients and think about your A clients. Think about the clients who are bringing your team Christmas presents. Think about the B clients that you maybe only see them twice a year, but they're really great when they're there. They make the team laugh. You like seeing the pets. They're happy to be on social. Like you're thinking about those clients now and you're, to your point, Shawna, you're trying to elicit that repeat. Spending behavior with those clients and you're incentivizing them with that that discount if they see even that small discount visit over visit and they know that they have access to, you know, additional additional content consults at a discounted rate or they're getting the benefit of being able to, like with Otto's plans, have access to the tele triage, where they can, if they have a question at 2 am they can hop on and they can ask a question of a certified team member that is really like an extension of your practice to be able to say, hey, I'm worried about this, can this wait until the morning or should I go to the emergency clinic? Or, you know, whatever those kind of things are, those are the kind of benefits that.

Bringing it back full circle to where we started this conversation, those kind of meet them where they're at. When they need it, when they want it, that is where the majority of our client base is at. Given that they are millennials and Gen Z, they want those benefits. And so I think that's why I was particularly impressed I remember when you first started at Otto and you and I had some, some nerd out sessions about plans and you you know, you told me what you were proposing and I, my mind was blown because I was like, this really is so different in so many ways. And also, I think it helps overcome a lot of the barriers, both for clients and for team members, in terms of dealing with traditional wellness plans.

Shawna Castillo: Well yeah, it kind of ticks all the boxes, right? We have what we're seeing, like a lot of hot topics right now are client loyalty, retention, volume, how can we increase ATC? That's kind of on the veterinary side of things. But what we also know about clients is that the number one barrier to pet care is finances.

So, Care plans, care memberships through Otto they really do kind of tick all the boxes, solve all the problems. And it's really cool to see and hear it from our members, you know, who are saying like, I never would have been able to do this had it not been for this Care Plan or to hear it from our clinic leaders who are using the memberships are offering it and they're saying this is completely changing our financial conversations with clients. And that's huge, right? Because no one wants to have a bad financial conversation with the pet parent. That's just you know, we don't want to avoid that at all costs.

And so if we can really create something that you can use as a tool that basically allows you to say, here is what we are recommending. Here's what we want to do with your pet today or in the future. And here is a solution. Here's a way that you could actually move forward with these recommendations.

Stephanie Goss: I love it. Okay. So, this has been, this has been super awesome. I, you and I could nerd out about, about the foundation of care, about all of the things that we've talked about today forever. And Also, our listeners are probably are probably done with us for the day I feel that way.

 Shawna Castillo: You mean, you don't want to talk about wellness plans like all day long, guys? Not like what you had in store for today?

Stephanie Goss: If you do, if you, if you, because I already can imagine the questions that are going to come in from people.

So, two questions. One is if they want to find out more about Care Plans and Otto and all of the other things that you guys are into where can, where can they go?

Shawna Castillo: Okay, so they can check us out on our website, which is otto.Vet, V as in veterinarian, E T. And under the solutions tab, they can go to Otto Care to learn more about specifically care memberships, or anyone can feel free to reach out to me on LinkedIn. 

Stephanie Goss: You know, because I love nothing more than getting access to cool things in veterinary medicine for my friends, and I consider all of our listeners  my friends, whether they know it or not. And so I went to Shawna's team and said, Hey, let's make this as easy as possible.

And so the team at auto put together a page just for our uncharted listeners. And so if you guys head over to auto and it's. O T T O dot vet, like Shawna said, V E T, forward slash uncharted. The team at Otto has put together some info about care. 

And so much Shawna for having this conversation with me today. Thanks for being here. I feel like we could parse apart like four other podcast episodes out of the things there, the things that we scratched the servers on today. 

Shawna Castillo: One hundred percent! Well, it was a pleasure to be here. I love, love, love talking about these things with you. I love just relating to you on a manager level. So thanks for taking the time.
Stephanie Goss: Yeah, this was so fun. Thank you all for being here with us today. Have a great rest of your week, friends.

Otto have also put together an amazing deal that is exclusive for our Uncharted podcast listeners. That's right. Shawna's team stepped up big. They are waving the thousand dollar implementation fee. If you sign up for Care Plans after checking out the website, maybe talking with Shawna and doing a demo, but if you mentioned that you were an uncharted podcast listener, if you go to the landing page otto.vet/uncharted to get the information, they will waive a thousand dollar implementation fee when you sign up. That is an amazing deal. So don't miss out on that head over to otto.vet/uncharted to check out more about care, connect to a Shawna and sign up for your demo because I would want a thousand dollar implementation fee waived.  No-brainer and we will see you next time!

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management, Vet Tech

May 22 2024

Does Anyone Care About The Details?

A frustrated veterinary practice leader wonders why it seems like the details no longer matter to their team. This week on the Uncharted Veterinary Podcast, Practice Management expert Stephanie Goss and Dr. Andy Roark tackle their shortest mailbag question ever: does anyone care about the details? Together, they work through the headspace behind this question, discussing the complexities of veterinary medicine and how to foster honest conversations that lead to accountability. From fecal loops to technician tasks to tardiness, Dr. Andy Roark and Stephanie Goss walk through real-life examples, offering valuable action steps to help the team understand why the details matter. Let's get into this episode…

Uncharted Veterinary Podcast · UVP – 288 – Does Anyone Care About The Details

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Do you have something that you would love Andy and Stephanie to roleplay on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag! We want to hear your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


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Episode Transcript

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 taking what might be the shortest mailbag question that we have ever gotten. And that doesn't mean that there isn't plenty for us to get into. We had a great time answering this question of how do we get the team to care about their whole job, even the pieces that are not so much fun?

We'll tell you more about it when we get into it. Let's get into this, shall we?

Dr. Andy Roark: And we are back, it's me, Dr. Andy Roark! And the one and only Stephanie, all the small things, Goss!

Stephanie Goss: I can't, I can’t with you.

Dr. Andy Roark: I totally did this introduction without a microphone, and then I just pulled the microphone up and just immediately did it again and Stephanie just..

Stephanie Goss: That’s fine. We're off the rails already.

Dr. Andy Roark: Yeah, it was not the most graceful launch. Have you ever seen a pelican? Have you ever seen a pelican take flight? That's kind of what it looked like. It was not graceful. Got like a fish flopping around in his mouth. Like that's that's what this launch session is looking

Stephanie Goss: Andy, the Pelican Roark.

Dr. Andy Roark: That’s right.

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

Dr. Andy Roark: It's good. It's really good. Oh yeah. Heck yeah. Stayin busy havin a good time. yeah, it's funny, I, I'm feeling real validated right now. I'm feeling really validated. There's a, there's a book, there's a book that came out recently called Bad Therapy.

And it's about kids in therapy. And, it's not anti therapy at all. But it's about you know, maybe not all therapy is good. And maybe some people who call themselves therapists, just like people who call themselves mechanics or veterinarians, are not the best. Yeah, exactly right. And, one of the big things that it hammers on, which I have felt for a long time, is the idea that maybe rumination over hard things, or bad things, without a plan, is a bad idea.

Like, maybe, just bringing up painful memories and sitting with them, if you don't have a plan to do something with them it might be a bad idea. And, it's super validating, because I figured that out a year or two ago, and was just like, this is, I'm not doing this anymore. And, at that time, I stopped reading the news.

And Allison was like, you're not gonna stop reading. And I was like, I am, and I did. Like, last September, I stopped reading the news because I'm like, this is not actionable. Like, I will read news on things that I actually have a voice in, or that I can intervene in, but I'm not reading it other than that.

And my life has been so much better. And ask me how many major news stories I have been unaware of. Zero. I don't live in a bubble. I just don't have to go and wait around in a lot of the awfulness, so. Anyway, that's– I just feeling real validated today when I was like, yeah. I figured that out. I don't need to sit in angry hurtful emotions or stuff like that.

If, if I don't have a reason to do that and it's not actionable. And so anyway, feeling, feeling just validated. How about you? How are you, how are you doing? Good.

Stephanie Goss: You know, you know, I am great. The sun is out in Washington again, and..

Dr. Andy Roark: You're in your, you're back in your closet, brought, where you record?

Stephanie Goss: I am back in the cloffice and I am, I am back in the cloffice and I am actually contemplating ripping out a wall and putting in a window this weekend. So, you know, we'll see where that goes.

Dr. Andy Roark: In the closet? You're gonna put a window in the closet? 

Stephanie Goss: in the, in the cloffice.

I need, I need a window. I need some light. I need some sunshine. So I'm, I'm contemplating, I'm contemplating tackling putting in a window myself this weekend. So we'll see how that goes.

Dr. Andy Roark: I like the cloffice. It just, when you first said it, it made me think of where vampires work, like the coffice. But it's nice, the cloffice.  

Stephanie Goss: I have it's interesting. So we have this, this is kind of, kind of a mailbag. We, we got a mailbag question that was maybe the shortest question we've ever gotten.

Dr. Andy Roark: We got a one sentence mailbag question. I was like, bam, deal with this.

Stephanie Goss: And it's..

Dr. Andy Roark: It was like a mic, it was like a mic drop mailbag question. Boom.

Stephanie Goss: It was interesting because I'd been reading some posts in some of the groups that I'm in around the same time that I had read this mailbag and I saw some conversation that linked to it. So even though this was. The shortest mailbag we've ever gotten.

I think there's some serious legitimacy here. And I know that as a manager and a practice leader, like I have felt this, but basically, if someone was like, how do I have the team know that the little things matter, like the little pieces of their job that are their job. It might not be fun, but it's still really important and it matters.

And so how do I get them to care about the little things? And it's so, I thought it was so funny because we generally have this conversation a lot with practice, I mean, I think anybody who's in charge of managing people feels it because of the difference between what you expect and what you get.

And so I was like, Oh, there's a lot of, even though this is the shortest email we've ever gotten. I think there's a lot of meat on this bone for you and I to go after.

Dr. Andy Roark: Yeah. I am, I'm super fired up about this. So, yeah, this is, this is a good one. How do you have the team know that the little things matter? headspace, we start with headspace just, and again, I don't know exactly what this refers to.

First of all, let me just say, I love when there is like a, a battle on the internet, just the whole vet internet gets into a fight and then we, and then we get a mailbag question that's just like kind of, kind of vague, but if you're looking at the internet, you're like, I know exactly what this is about.

And so I, I always love that. And so it just,

Stephanie Goss: Oh, I, I, well, I'll give us a great example right off the bat. The first thing that came to my mind when I read this was my own experience over the years when you have someone who is VA, who's training to be a licensed technician, or you have someone who has gone from being unlicensed to licensed and so now they can all of a sudden help in surgery and they can you know, do all the blood draws and place catheters and do all of those things. And it is, I have had to wage, battle here when it comes to, I hear you and I know that surgery is fun for you and I know that you want to place all the catheters and do all the things and you still have to clean up after yourself because that's part of your job.

And so I think that's the first example that came to my mind is like shining of this is the fun shiny thing. And so of course you want to do that piece of your job and this is the other side of that piece of your job. And just because it's not fun and shiny doesn't mean that you don't have to do it.

Dr. Andy Roark: Yeah. Okay, cool. Alright, so let's start with headspace here. Now, I, because this is the headspace section of the podcast, I am going to say some things. It's just kind of what I would say to the person who's writing to roll around in their mind. The first thing that I always want to put forward here is just a little bit, this is a case of possibly making sure I don't need to check myself before I wreck myself. Meaning this is one of those angry manager thoughts, right? It's not the flaming raging sword of justice necessarily, but there's something there when you're like, “Why aren't these people following the rules? Details matter, people! Details matter”  And like, you can hear this, and maybe they're right, but also there's a reason that you can, like, totally hear this in manager voice details matt. Am I the only one who pays attention to standards and…?

Stephanie Goss: Can you please rephrase that and say that that's like the nitpicky, irritated manager voice? Cause I don't think I sound like that all the time.

Dr. Andy Roark: No, not all the time. Not all the time, but just when you’re having a bad day.

Stephanie Goss: Or just, just a lot of the time.

Dr. Andy Roark: Just most of the time. No, just when you're having a bad– It usually comes, it usually comes when things are hard. Again, this is like

Stephanie Goss: Sure.

Dr. Andy Roark: We're just goofing off here. But this is often what I hear when the straw breaks the camel's back. You know what I mean? There's like 

Stephanie Goss: Yeah, you're at the end of your rope. 

Dr. Andy Roark: There's seven real problems and someone left a fecal loop in the sink and don't standards matter anymore? And that's, that's where this disco says. So anyway, I just want to put that for us first. Put that up front and say let's make sure let's just take some deep breaths. Is this really about standards or is there other stuff going on?

Okay, so let's just say that there's stuff there really is stuff going on and people are you know, not doing the basic stuff. Okay, Flaming raging sword of justice check. We always talk about that. We talk about pulling the flaming raging sword of justice and taking heads. Do not allow yourself to get into a mindset.

The person asking this question has already kind of probably taken a bunch of little things and then rolled them together into a big thing. And now we're reacting to a big thing. And so you always got to be careful with that. And again, I'm so guilty of this too. And so, you know, let's just say that we, you know, we wake up in the morning and we get to the clinic and there's trash in the parking lot.

And then we go inside and I hear somebody telling like an inappropriate joke and there's no pet owners around or anything but they I catch the end of an inappropriate joke and laughs in the treatment room and then I go and sit down and there's a note to call somebody back because a client yesterday didn't feel like the invoice was explained clearly and those are those are three annoying little things And I can say, like, okay, these are the three things I have to work through.

Or I can roll them together and say, our practice doesn't care about quality. These people are not doing their jobs. And it's catastrophizing. But you just have to be careful about rolling those things together. When, like, I always say, you know, the difference between a struggling business and a thriving business, the struggling business has the same damn problem every day, and the thriving business has a different damn problem every day, and that's the only difference.

And so, we're always going to have these headaches. Just be careful about rolling them together into something bigger than they are, and, and, and like ascribing this, the team doesn't uphold standards idea to it. And I'm not saying that's what this person is doing, but, but I, I want to be wary of that and so that's just my first opening sort of cautionary position is let's just look at this and maybe have a snack let's maybe have a snack first and then let’s make sure..

Stephanie Goss: Make sure we're not Snickers 

Andy Roark: yeah exactly right just make sure that we're not we're not just just hangry 

uh if if we also feel like everyone is mad at us then that like I don't know maybe there's something going on here we should just put a pin in this for a couple of days see how we feel so let's start with that. 

Stephanie Goss: Yeah. And I think the other piece of that, that I try and ask myself is, am I rolling these things together? And the other, the other piece of it for me is, am I mad because this is a repeat thing or am I mad because. I'm hangry, or today just sucks, or whatever. Because if I'm not, if I'm not mad because it's a repeat thing then I can, it's much easier to set that aside.

And like you said, go, okay, maybe I'm hangry, maybe I'm rolling these things together, whatever. If it is a repeat thing, that helps me get into a much healthier headspace of, Okay, if this is a repeat thing, how have I handled it to this point? And start asking my questions about the rest of the headspace, like, am I assuming good intent?

Have I talked to them? Have I, you know, made myself clear? All of those things that we normally get into when it comes to headspace. And, and so I think that that for me asking myself, is this, is this a repeat? Really helps me know which direction to go in.

Dr. Andy Roark: This is fertile ground for telling ourselves stories

Stephanie Goss: Mm-hmm.

Dr. Andy Roark: You know what I mean? It's like, and so, so the question I would ask myself is, what story am I telling? And it's like, well, this happened, and this happened, and this happened, and

Stephanie Goss: So she doesn't care about her job.

Dr. Andy Roark: That means that. And again, I don't know that's what this person is writing about, but that's what I have seen, and I've done that. I mean, we've all done that. Just check, check yourself real quick. Are we, are we telling ourselves stories? Okay, cool. Now, let's wade into this. So let's say that this is going on, and we sort of checked ourself. We say, nah, it was just, you know, Standards aren't aren't getting upheld the way they should okay cool the first thing for me, and this is cliche But it's a cliche for a reason, Seek first to understand um like hey guys umm What's, what's going on?

Like, why is this not getting done? Like, it's like, I'm making the assumption they don't care. They don't, their, their standards, their quality standards aren't as high as mine. Those are all assumptions. Like, what's, go, go with curiosity and compassion in your heart. And patience. And again, snack. If you haven't had the snack, you should have the snack. Have the snack. And then, and then just, but then go, the first thing is seek, seek first to understand. What do I not know? How have these people been set up to fail? What can I take ownership of? Like, what's my fault? What has not been communicated? And again, this is the open hearted, like, let's really figure out what's going on.

It reminds me of the movie Office Space, which I just love, but the old Office Space movie where they're always filling out TPS reports, and everybody's filling out TPS reports, and TPS reports are a system, and they were probably created with a good intention, and they're supposed to keep things organized, but now we've built this system in this movie where you have TPS reports have to be done all the time on everything, and it's, it's just, It's just perfect.

It's a busy work, and it's an obstacle to actually getting the real work done, or at least that's how they perceive it. Seek first to understand, like, what is the perception here? What is the reality? What's going on? How did, how did we get here? And just don't tell yourself stories, and related to that is of course assuming good intent.

Assume that these, don't, do not assume these people don't care as much as you do. Don't assume that they're lazy. Just assume there's something that you, that you don't know about, that there's a legitimate problem that we kind of have to address here. But that, I think that gets that gets you into that right headspace.

So that's, I think that's the opening place for me with headspace. And then I've got a couple of little bits after that, but I don't know. So assuming good intent, are you on board with that?

Stephanie Goss: Yeah, for sure. And I think the the, you know, our, our friend, Erika Cartwright tells I think she was doing a mic drop about, you know, the client's side of the story. And she told this story about how she's a very charismatic and outgoing personality. For those of you who have not experienced, Erika. She's crazy and, and loud and fun and all of the things that would go along with that. And she and I are trucker mouth friends. And so you can imagine her driving along in her, she's like, you know, barely five feet. And you can imagine her driving along in her big giant SUV just getting irritated and yelling at people who are driving like idiots or cutting people off or whatever. And the road rage is a real thing. And she was talking about how the way that she kind of cured herself of the road rage and really like brought her blood pressure down, cause it was real concern was to just force herself to look at the other car and say, Hmm. I wonder if they might be having diarrhea today.

And she just started asking herself that, like, what if that was happening? You know, it's like when you're driving and you see someone speeding and you ask yourself, maybe the person in the car with them is in labor. It's that same kind of thing of like, what is happening with them? And so I think the thing that Like you know, if you don't want to think about, is this person having diarrhea today?

The thing that I ask myself is like, you said this is ripe ground for us to make up stories in our head. And I think part of the way that I helped stop that in my own brain was to ask myself, could I tell another story here? And could I tell the story that they do care about the job? They just don't understand.

And whether it's understand what I want, understand what is expected of them, understand what the protocol is, what the process is… there's a, you know, a million different options that come at the end of that sentence. And it's the same kind of thing as like, what if that driver who's being a total a hole and just cut me off?

What if they're driving to the hospital because there's an emergency, you know, it's asking yourself that same kind of question. And when we say assume good intent, I've had people. I've had people who listen to the podcast go, I know you guys walk us through, you know, the steps that I know you walk us through safe.

And I know you, you know, I know you guys have talked about, assume good intent a million times and I don't know how to do that because, you know, because the stories that I'm telling myself in my head are X, Y, and Z. And so I I, that resonates with me because it is, it is a hard thing to do cause, you know, it's so the thing you should do, but that doesn't mean that getting yourself to that side is any easier.

And so I think one of the tools that I've really learned for myself is, if there's a possibility that I'm making up a story in my head about the situation, is to ask myself, what could the other story be here? 

Dr. Andy Roark: Yeah, I agree. Okay. I want to make I want to end headspace here with a caveat I've got a little section of headspace here for my perfectionists in the audience or People who are maybe managing someone who is a perfectionist who's coming with us and again, this doesn't play everybody. But I will tell you the way I've seen this go down.

So one there's the person who goes these people are upholding standards. There's the other person who's in a management role. That has someone who comes to them and says these other people are upholding standards and it's driving me nuts. And so I, I think I've seen it. I have been the person who has been frustrated that people are upholding standards.

And I have been managing someone who's frustrated when I'm maybe not frustrated. And so those are different things. But anyway, just hear this out as I kind of roll it together. For my perfectionist people out there, one question that you want to think here when you're like, people aren't upholding these standards.

Stephanie Goss: Mm-hmm.

Dr. Andy Roark: Remember to ask yourself sometimes. Is this a hill I want to die on? Is this a hill worth dying on? And I, I hate it. I have always, when I was young, I imagined the perfect team and the perfect business and everything runs smoothly and instead, you know what I got, Stephanie Goss. I got Stephanie Goss. That's what I got. It's the Muppet show over here. That's the, that's the business that I run. It’s Tyler Grogan and Ron Sosa, Stephanie Goss, Maria Pirita, just the list goes on. God, Dustin Bays, it is the absolute chaos and pandemonium in our business. 

Stephanie Goss: I was gonna say the, the biggest offender on our team is probably Kelsey Beth Carpenter.

Dr. Andy Roark: Kelsey Beth Carpenter. She’s like…

Stephanie Goss: Steph, Steph D is probably the closest to following all the rules on the team. 

Dr. Andy Roark: It’s a battle, it’s a battle of Order Muppets and the Chaos Muppets. But anyway, all joking aside there are, there are things that are worth fighting the battle with your team over, and there are things that are not worth fighting the battle with your team over. And just maybe let them not park as far away from the building as possible.

Maybe just give up on that dream. And maybe they can't park in front of the front door. But maybe just don't fight with them about parking as far from the building as possible and just let that one go. And so anyway, if that's you just think about is this a hill you want to die on. 

Stephanie Goss: Mm-hmm. 

Dr. Andy Roark: And then the other thing that I will say now again, switching back to a little bit more serious tone here, too.

When I hear people come to me or they'll come to management or leadership and they're like these people aren't following the rules. Sometimes they have a legitimate point and corners are getting cut and we need to fix that and that's true. There's a couple other things that sometimes happen number one.

There are times when people want to feel like they have control by enforcing the rules and so they want to enforce a feeling of power or a feeling of control not in a malicious way. But they're like these things are supposed to happen and these people aren't doing the things that are written down and for them it's a feeling of these people need to be made to behave in the way that the rules are written and It's almost like a moral battle for them like this cannot stand this represents anarchy. And so I don't know if that makes sense or but if you've seen that but I I've definitely seen there's some people who have really really don't like it when they feel like the rules aren't being followed and it's not really about the rules and it's not even about the impact of not following the rules. It's about the fact that rules should be followed and that's not happening And so there's kind of that mentality.

Stephanie Goss: Right. And I think, I think, I'm glad you brought that up because I think as a manager part of, I like that you, you know, you brought up picking your battles. I think as a, as a manager, certainly, and as the leader of the hospital, if you cannot find a healthy place between the facts that. Some rules are going to be broken, and things are always not going to be perfect, and sometimes it's very messy, because veterinary medicine is a place where we live in the shades of gray.

If you cannot wrap your head around that as a manager, like, you are going to have a hard time, because we, we do have a lot of managers who in particular, who are, process and order people and they need there to be structure and they really struggle here with the team members who are like yeah, and I let go of that patient and immediately went to go help with this patient and so I felt like the patient care was a bigger priority than taking the fecal loop out of the sink and cleaning it, Right?

Like there are always, there's always going to be that battle. And if you can't– on either side of the equation, if you can't find that place of peace to be able to ask yourself, is this the hill I want to die on? You're gonna, you're gonna be super, super miserable. And so I think the thing for me, because on, on the other side of this, let me just say and acknowledge and validate, I have been that person who gets very frustrated with the fact that rules are not being followed because I'm like, why do we have the rules? If they're not gonna be followed like just do the damn thing so there I see that side of it and I have also been the person on the other side of it who is like I just need the job to get done.

Like, I know that there's a process, but can you just do this thing? Like, get it done. And so, I think for me, one of the tools here to overcome the, the perfectionist tendencies or the need for it to be so black and white on either side is to ask myself, why is this a rule, or a system, or a process? And if I can't answer that question, like really, truly, and the answer can't just be, well, because that's the way we've always done it. If I can't tell you why we're doing something, and if the other person involved can't tell you why we're doing something, then there's a breakdown in communication, and that's That's the thing that I really need to work on, not the fact that they left the fecal loop in the sink, right?

Like that, I need to be able to answer that to not only assume good intent, but also to do my job as far as training the team and making sure that they have all the resources to do their job.

Dr. Andy Roark: Yeah, you want to be careful about rule enforcement as a brake pedal against change and I've seen that a lot as well. So there are people who don't like change and they don't want your business to change or they don't want to innovate or do things differently. They like the way things were and they want to stay that way and I have seen people who with that mentality.

And again, I don't think it's malicious. They like rules because rules entrench the current state into the into the culture. And they make change much harder because now change involves breaking rules or changing rules, which is a bureaucratic process, as opposed to just like, no, you know what, we're going to do a little bit differently today.

Well, if, if I say, you know what, guys, we're going to run, we're going to run dentistry's a little differently today in our, in our, in our general prep. If that's against the rules, then you have a weapon to shut that down and say, Oh, no, we're not Andy. We're going to do it the same way we always do. Cause those are the rules. And so again, just not to vilify, but again, I just, I do see those behaviors and I don't think people are malicious. I think some people really don't like change and the rules make them very comfortable. And so enforcing rules can be a brake pedal when things are starting to change or evolve or adapt, which is something to be aware of.

And then last is just be careful of rules as an enemy to autonomy, meaning like, like you said, it was a perfect example of I left the fecal loop in the sink because I saw a patient that needed help and so that seemed to me in the moment, looking around using my eyes and my training and my judgment that was the right call and you say well the rules would go against the call that you made and you go well, that's that's taking away this person's autonomy and so we want to be careful about having rules that are that nitpicky. And the last thing is if rules show your team that you don't trust them. Yeah, you have rules because I don't trust you to make common sense decisions.

I would say yeah, that's a little it's a little sticky. So anyway, I'm sorry. I've talked all about headspace. I've talked all about headspace and a lot about checking ourselves and checking complaints about rules but it's just because I I do see that stuff a lot and seek first to understand, don't be, be aware of the stories you're telling yourself, and all that to say, if we come down to a place and the standards are not being met, we're going to fix it.

And so let's let's take a break, Stephanie, and then we'll come back, and let's get into the action steps of actually getting, getting the small things done.

Stephanie Goss: Okay. That sounds good.

Hey friends. If you're listening to today's podcast and you happen to be in a medical director role. Listen up because this one's for you on May 29th, we are doing our second annual Uncharted Medical Director Summit. That is, we are bringing together medical directors from all walks of veterinary life. Doesn't matter whether you are in private practice, corporate practice, nonprofit GP, ER shelter, medicine, academia, and so much more. If you are in a medical director role, we have got something that you are not going to want to miss. So, if you've never experienced an Uncharted Summit, you're going to want to check this out because it's different from a usual conference. We'll have an awesome general session presented by our friend, Dr. Addie Reinhard from MentorVet. We also will have a workshop session with three different workshops being presented by myself, Dr. Andy Roark and our dear friend, Dr. Erica Pounds, who is a multi-site medical director and all of them are going to be on topics relevant to the medical director role specifically. 

And then what makes it a summit? Giving you time to network and collaborate with your peers on the challenges that are unique to the veterinary medical director role. So it's going to be a jam packed day. It's one day it's on zoom. It's fast and it’s furious. It's not your usual zoom where you're sitting there listening to people talk at you, camera's on, we're going to talk to each other. We're going to engage. We're going to problem-solve real-world challenges that happen in your practices. So if this sounds like something you don't want to miss, head over to the website at unchartedvet.com/events. And sign up today now back to the podcast.

Dr. Andy Roark: We're back from our break. Okay 

Stephanie Goss: We gotta actually get serious.

Dr. Andy Roark: We gotta get serious here and get some work done. All right, so for me, action steps, if you want people to actually do the small things and pay attention to the details, the first thing is, you have to talk about why the details matter. Like why is this important? And there are some people who are like, it's a rule. It's written down. That's good enough, and I will tell you that is not good enough for a segment of people. I don't know how big a segment it is, but there are some people who are like, I don't, What, what are we, why is this important? Like why does it, why can't the fecal loop sit in the sink while I finish up with this patient and get this client out the door?

Why can't it just be there? And I'm not saying there's not a right answer, but that's their honest to God question is, why? What is the concern about this? And oftentimes, oftentimes, we can meet these people in the middle. And you say, well, because what happens is, all the fecal loops pile up, and then one person gets stuck doing them, and blah, you know, and blah, blah.

Maybe there's a, there, maybe there's a way to meet in the middle between, you need to make the client wait while you do this, and these have piled up and now there's a bunch of them and people are cleaning up other people's fecal loops and it feels, you know, they feel resentful and blah, blah, blah. Maybe, maybe, maybe there's a, maybe there's a healthy middle another way we could do this, but, but we gotta start off with, with why.

Stephanie Goss: It's so funny that you said that because I was talking to some so when I was reading some of the, the threads around the time we got this, and there was one in particular, that was someone who was struggling with this scenario I gave at the, at the beginning of this, which is like, they have a newly promoted technician and they're leaving parts of their job for other people to do because they're like, well, I am qualified now to do this job, all of these other things. And so that should be my first priority. And other people who are not licensed should be able to do some of these tasks. And that's, some of the managers, like the first set of responses was, well, you need it, you need to have it written down in their job description that they have to do this, or you need a protocol that says they have to do this, this piece of it.

And it was so funny because that's where the like, what you were saying in the headspace about that you're trying to enforce rules to have control. Like that was the response from a bunch of the managers who were like, we'll put it in writing and then it will solve the problem.

Dr. Andy Roark: Yeah, put it in writing and make them do it! Enforce your control! Flaming raging sword of justice! Like yeah, I get it. 

Stephanie Goss: And it's so, and it's so funny because I was like, okay, for me, it's a yes, and because if it is really important, it absolutely should be in writing, it should be written down. And if you can't answer the why, it goes back to what I said, if you can't answer why, and the other people on your team don't understand or can't answer why, don't write it down.

Because it's not actually important enough to be included in protocols or processes or policies if everybody on the team doesn't understand the why.

Dr. Andy Roark: Yeah. Well, look, look I mean hear this if you have an idea you have a thing that you want and your way of implementing it is not explaining it and not getting people to buy into it, your way of implementing is writing it down and make it a rule and then punish people who break the rule, you're going to have a shitty culture, pardon me. You're going to have a, you're going to have a, beatings will continue until morale improves culture, that is not, it's not how you make people want to work at your place by creating rules that seem arbitrary to them and then saying it's written down and so you're out of line, like that's not, it's a terrible place to work and again, I get it.

And I've seen this, but this is the, this is one of the frustrating things in leadership. If you want to be good, sometimes you have to slow down to go fast. And what that means is you have to have the conversation with people about what we're doing and why we're doing it. And then you can write it down and then you can hold people accountable to it and you can remind them of why we're doing this, but if you don't have a compelling reason why your rule is what it is, I'm not sure that person's in the wrong. I think maybe you should think about whether or not this rule really makes sense.

Stephanie Goss: Right. And, and I think that it's, this is one of those things that you know, when, when I read it, it hurts my heart because I know that for the vast majority of people who I see reading it, responding in this way of, I need to write it down because then I can enforce the rule and I can hold people accountable.

They don't have the malicious intent. They don't have the intention to have the, the, you know, the beatings will continue until culture improves morale. Right. They're using the tool that someone has shown them, and it's like, it's like, you know, when you're taught that giving someone feedback means you give them the compliment sandwich, and you give them a compliment, and then you smash the feedback in the middle as the crappy part, and then you give them another compliment to soften that blow.

We do it because we do it because maybe we don't know any different or because that's the tool that we've been given. And I see this style of, I'm going to write it down and I'm going to incorporate it into our processes or protocols or handbook or whatever. I see that from a lot of young managers. And that was when, for, for me, that was a tool that I was given in the beginning of my career, my practice owners were like, yeah, this is unacceptable, so write it down, and then if somebody does it, then we have a reason to let them, let them go, right? Like that, that was, 

Dr. Andy Roark: That’s a hard tool.

Stephanie Goss: It is a hard tool. And when you're, you don't know, you don't have the training. I always say, you know, veterinarians go to vet school to become veterinarians.

They don't go to vet school to become business leaders. Most of them. And it's the same for, for managers. Like so many of us have come up and, and leaders on the floor have come up. And so, you know, I think it's important to recognize, like, I, I see you and I hear you. I have been that person who's like, Oh, well, this is the tool that I'm going to apply.

And I think your point, Andy, is super, super valid, which is, you can absolutely do that. And, having done it, and having screwed it up, I can say, I think both you and I can safely say, this is a way that we have royally screwed this up. And so,

Dr. Andy Roark: Well, let me, I think, I think this really summarizes the core belief, the core philosophy of Uncharted right here. And so a lot of people listen to this podcast and they're like, well, what exactly is Uncharted? I mean, Andy and Stephanie talk about business stuff, but what is, what is Uncharted relative to everything else?

This is, this is what Uncharted is. So Uncharted is taking this tool, which is a good tool. It works. And Uncharted's philosophy is, this is a good tool. You are not going to use this tool until you sit down with people and look at them in the eye and talk to them about why this is important. And listen to them. 

Stephanie Goss: Give them time to learn.

Dr. Andy Roark: Give them time to learn and listen to them. And have an honest conversation about why this is important. What we want the experience of working here to be and what our values are and and and how we care for our patients and what experience we want to create for our clients.

Stephanie Goss: And hear, and hear their feedback, because they may have, they may have an experience that is completely different from yours, and if you can't listen to anything that they have to say, and, and the, I know that the first thing that comes out of a lot of people's mouths is, well, but what happens when it's just an excuse? Like what happens if they're just using it as an excuse to not do their job? You have to remind yourself. That's the, that's the angry, that's the angry manager headspace that we were talking about at the very beginning of this podcast. You're in that headspace because the reality is people don't come to work every day wanting to do a bad job.

And if, and if that is your gut reaction is like, well, they're just giving me an excuse. Like I am listening to them. I'm asking them why it happened. And cause this is part of the learning process. Like it takes time to get there. And you get into the space of, okay, well, I asked them and I listened and then their feedback was, well, I just went to do this other thing, but this is still important. And so they're still not doing their job. You have to like, really, really listen,

Dr. Andy Roark: Yeah, you do.

Stephanie Goss: You know, because it may be in the moment, they didn't do it. And it and it is somewhat of an excuse. And if there is feedback there, like, This may not be realistic because dot, dot, dot. And then they tell you something to your point, Andy, like that's how you learn the middle ground to meet them in the middle.

Dr. Andy Roark: Yeah. You can't discount the idea that perhaps the person who's working on the floor actually doing the thing has some insight into it that you in your manager's office or in your doctor's office don't have. And so, again, don't, I mean, again. Maybe they are making excuses too. What is the worst case scenario?

The worst case scenario is, you end up doing what you were planning to do anyway, but at least you have tried to engage this person, and you have an understanding of what their feedback is, and you're still going ahead and doing it. But at least you tried the easy way and so that's that's the first thing is you've got to get a foundation in why why do we and again it doesn't people like I have to have this conversation for every little rule. No, no, you don't you need. 

Stephanie Goss: Cause if there is a clear why you don't have to have the 

Dr. Andy Roark: Exactly if you say so again, so so. Let's just explore this why a little bit. Generally I'm not gonna have a conversation with the team about every little rule but all of the little rules come together to create the overall experience.

And so if you haven't sat down with your team and said to them, Hey guys, let's, let's, I want to have a conversation with you guys. I want you to imagine a really great veterinary team. I want you to imagine that. What does that team look like? How do they behave? What does their clinic look like? And they're going to say things like, well, they treat each other with respect, and they smile, and the clinic is clean, and the equipment is well maintained.

You go, yep, and you're going to write all those things down. And then you're going to say, what do they sound like? They give each other positive feedback, and they encourage each other, and they don't badmouth the clients. You say, okay, cool. What does it feel like to work in that team, guys? At the end of the day, what does that feel like?

And they're going to say, it feels like, it feels rewarding. It feels like we're working hard, and we're getting things done. It feels like we're making a difference. They're going to say whatever they're going to say. And every team is going to be different. There's not a right answer, but they're going to tell you what that is. And then at the end of that conversation, you're going to say, are some things that we can do, or what are some things that we can agree to as a team so that we can look like and sound like, and feel like a great veterinary team, and then you're going to shut up and you're going to let them tell you what they want to do and what they're excited about.

And then you're going to lean in and you're going to support them. Then we're gonna get started, and we're gonna, and we're, this is our time to say, hey, we've got some, we've got some rules in place, we're agreeing that we're gonna do this, and, and this is, and now we're gonna start, we're gonna go forward, and I wanna support you guys in this, and it shouldn't all be stick either, like, that's the other thing, is 

Stephanie Goss: Yes. 

Dr. Andy Roark: It should not be, it should not be a punishment culture. It should be a positive, are you celebrating them when they live the values? Are you celebrating them when they do the good work? Oftentimes, you know, I use this example all the time. People are simple animals. I don't care how many degrees you have, how smart you are, you're a simple animal. And we don't train people, we don't train simple animals with negative reinforcement, do we?

Like, we figure out how to positively reinforce and we do it. And humans are the same way. And so if you want people to follow the rules, what are you doing to positively reinforce them following the rules? Like, how do you, how do you do that? And anyone who tries to push back and say, well, it's their job.

I go, all right, seriously, let's think about this. My job, my dog's job is to be a good dog. He ain't doing it. If he doesn't get positive reinforcement, you know, it's just, you've got to, if you want to have a good culture, you have to build it with positivity, you

Stephanie Goss: It can't be, it can't be a transactional. It can't be the, you just show up and do your job and I give you a paycheck. And that's why we have a relationship because that is, no one wants to work in that environment.

Dr. Andy Roark: Well, even the example that you gave earlier, I think is a good one, right? So we've got this person. Let's say that they were a VA and they have finished their training and now they're a vet tech. Right. So they've gotten credentialed and they're doing it now. And they're like, well, I shouldn't have to do those things because other people are more capable of doing those things.

That person is not necessarily wrong. You can run your business in different ways. You could a hundred percent, like it's not heresy or stupid to say, I want my credit credentialed vet techs doing things that only credentialed vet techs could do. That's not a bad business model and that's not wrong, but if everyone's expectation is no, we all, we all take cases from start to finish and that's how we run our business. That's not wrong or bad either. Not at all. But you can't have one person whose philosophy is credential vet techs only do things credential vet techs can do. And another person who says, no, we all take a case and we stay with that case from beginning to end.

Those are conflicting systems. And so sitting and talking with them is not bad, but hear them, hear what they say, and talk about the decision that was made and talk about, Hey, you know, here's the thing. We, we look at that model, the downside, and I would, I, I always like to ask the other person the question.

What do you think the downside of that model is? Think about, think about where, where does that model, why do some people not like that model? Well, because when you're new, you're cleaning fecal loops all the time while the experienced people are doing all the fun stuff. Like, yeah, that's the answer. And we want, we have a, and if it's on growing and training.

And so that's why we decided this is not because we don't think your skills are valuable. Not because we think that you couldn't do other things or we don't have enough work. We want to grow and develop people, which means we don't want to have people who can only do the most basic of work because other people get to do all the fun stuff.

And so that's just what we decided. And that's the why. And if they, if they hate that why, they go, I fundamentally don't agree. Unfortunately, they might not be a good person for your practice because that's, yeah, That's, that's your, how you decide to grow your business. But at least we're having conversation about the purpose and, and why things are the way they are.

And, that person can feel heard and I'm going to do my best job to be a good active listener. And then ultimately we're going to say, well, this was the decision that was made and this is how we need to go forward. And now we're going to switch over and start holding people accountable.

Stephanie Goss: And I think when you, the other thing that I would say is a lot of the time, and I don't know about you, Andy, but I feel like a lot of the time I get asked the question of like, I don't want to have to be the one to mediate these conversations. Like, how do I get them to talk to each other? Like when somebody is, you know, when somebody is leaving their mess for other people to clean up, how do I get them to talk to each other about that instead of coming to me and being like, well, you know, now that Avery's a, you know, an RVT, she's not finishing her cases. She's just bailing and leaving our mess for, you know, Sarah to clean up as the, as the VA. When you have a culture where you consistently have everybody involved in creating the why, and they understand it from both sides, it makes it easier for them to hold each other accountable.

It makes it easier for Sarah to be able to say, hey Avery, you know, I know you wanted to get that next patient into, you know, into surgery and I know that you were, you know, just trying to get, get things going and this is how it impacted my case cause you know, then Dr. Sarah asked me to bring a patient in and there was no clean space and so, hey next time would you, you know, be able to just finish your case from start to finish because we all, we all agreed that that was how we were going to do cases in the hospital.

Like, would that, you know, can you, can you help me out there? Those conversations only happen in an environment where there is the psychological safety, but also where there is the trust and the trust comes from what, when everyone understands the why. And so for me, the Jedi place as a leader is to get to the, the team has those easy, hard conversations, if you will, of talking to each other because they all know the why and they can have, they can say that to one another.

And I have to deal as the leader with the ones where they're like, hey, we've had these conversations and this is consistently still happening. And the reason I've been given is just because I don't agree with that. And so I'm going to do it my way because that's something they can't deal with as a team member.

That's something that's for me to deal with as a leader, to your point, to say, Hey, maybe this is not the right hospital for you. I want to deal with those kinds of conversations, but that only comes when we create that space where they're all involved in the why. And it's just as easy for one of them to say, hey, I need your help. Can, can we, can we do this? Like that comes naturally when they're involved in the why.

Dr. Andy Roark: Yeah, that, that is the Uncharted way. Like, that is the uncharted way. It's not about me policing people. I hate that. It's about us having a good conversation with the group and having them encourage, support, appreciate, praise, and sometimes gently correct.

Stephanie Goss: Right.

Dr. Andy Roark: And, but that only happens with this conversation.

Okay. Once you get through that step, which I think is really important, and there's a million ways to do it, it depends on, on what we're talking about. Once you get through that step, the internet advice is probably fairly accurate from the basic blocking and tackling. Set clear, set clear expectations, have clear metrics that people can see, so they know that there, if I thought I cleaned the exam room and I didn't meet your standards of cleaning the exam room, I don't know that because I thought I cleaned it and you're like, he didn't clean it. And so, that's, those are, the expectation may be clear to some, that the exam room has to be cleaned, but the metric you're using for cleanliness, I'm, I'm not understanding.

Stephanie Goss: Yeah. What does clean look like? Yeah.

Dr. Andy Roark: Exactly yeah, and so, clear expectations, clear metrics, and then, and then, this again, this is also uncharted territory right here. Feedback. Culture. You cannot police culture. You cannot catch people breaking the rules until you have a good culture. You have got to celebrate culture. You have to celebrate the people who are showing the values that you care about, that are making your hospital the place you want it to be. Celebrate, celebrate, celebrate. And a lot of us, we don't do that because it takes a lot of work.

Stephanie Goss: Yes.

Dr. Andy Roark: But that is, that is where the rubber meets the road. And so, talking to people about not meeting expectations should be a small part of the feedback you give. The majority should be saying, Hey, I saw you grabbing those fecal loops and cleaning everything up, and I know that those probably were not all your cases, and I just want you to say, I saw you, and I appreciate you.

Thank you for doing that. You know, or write a thank you note and just say, Hey, I just wanted you to know, I've noticed recently how much you do around here, and it really matters to me. And again, that is time well spent, but a lot of us, we say, if it's not broke, I'm not going to touch it. That's, that's, that's not a, it's not the investment you think it is.

So anyway, so there's that. Document mistakes. And then manage the wrong people out, you know, so if we had the conversation and we said these are the expectations and people fail to meet the standards or they don't follow the rules or they continue to cut corners and you say, you're cutting corners in a way that is not acceptable, we are going to be a higher quality practice than the medicine that you are determined to practice.

There's no reconciling that. You know, if I have communicated it and I'm holding someone accountable and they refuse to change, there's, there's only one way out of this. Again, you always, you pick your poison. You always pick your poison. Do you want to be a practice that practices that quality of medicine?

Or do you want to part ways with that person who's determined to practice that way? Those are the only two options after you've had conversations and managed. If they're not changing, pick your poison. Those are your two paths. 

Stephanie Goss: Mm hmm. And I think where you, where you started in the very beginning with the idea of, is this the hill you want to die on? That's really important here because do you want to fire someone because they're leaving fecal loops in the sink? You, as a manager, you have to ask yourself questions that seem nuts like that.

It's like, this seems really, I can't, it's surreal that I would fire somebody for leaving fecal loops in the sink. If your answer, if you don't understand why your answer would be yes, probably not the hill you want to die on. And so if your answer is yes, then you, from an action set perspective, absolutely have to ask yourself, like, did I make it clear?

Do they know how to do, to your point, do they know what clean looks like in the exam room? Have we trained them? Have we practiced? Have we done all of the things? And that, that comes with the documentation. And for, again, for a lot of us, this is where our tools as managers was, well, you just tell them that they didn't do it.

And then after you've told them once, then you write them up and then you write them up again, and then you fire them the third time. Well, okay. But telling someone, hey, you didn't do this thing is vastly different from actually making sure that they understand not only what does that mean, but to your point, how to do it right.

And then giving yourself, like if you on the other side of that equation are not working harder to recognize them doing it right, then you are working at catching them doing it wrong again, then you're not doing your job ass a leader. And I think that that's one of the hard realities because for a lot of us, we, that's the tool we're given.

Dr. Andy Roark: I, no, I agree with that. That's, that's the tool we're taught and we're given. It's just, I don't know, that's not, that's not the relationship you want to have. That's not the job you want to have. You know, it's just it's sad. But here's, here's the other reason it doesn't work, too. And I'll say this and everybody will be like, oh, yeah.

You know, so you're given that tool and so let's say that you've got this technician who just became a technician and now she's doing these things and she's doing other things. Let's just say that she's busting her butt. Say that she's not doing fecal loops. She's not cleaning up exam rooms, but she's everywhere else doing all sorts of stuff.

You're telling me you're gonna fire this person because she doesn't clean fecal loops. That's what you're gonna tell me and again, I see people in that boat all the time. They're like, she has failed to follow this rule, and now she's being written up. And I'm like, yeah, now what you gonna do?

You're gonna fire her over this rule that's kind of dumb, or that's not really that big a deal, even though she has this massively positive impact in all these other areas? How about you just talk to her instead, you know, but, but that is when people realize, I think that's when people feel really powerless is because someone said, this is the tool.

And when you first hear it, you're like, yep, that makes sense. And then you find yourself in the position I just described where you've got someone who did not buy into the why for this specific rule or these specific sets of rules, but otherwise are a good person who works hard and matches the values of the practice.

And you're like, what are you going to do? You're going to continue to hammer on this person that's 85 percent good for your practice and your patients that the clients like or are you going to step back and have a conversation and just sort of like try to try to reach a middle ground here and try to try to understand each other but people skip that step and it's just it ends up in a sad place.

Stephanie Goss: I think it's really important to be able to ask yourself about the hill and, and whether this is, whether this is a hill to die on, because for some people and for some practices, it may be, it may be the fecal loops in the sink are absolutely unacceptable. And there may be a reason in that practice that that is the case. And that may be a choice that you want to make is like, if you cannot do this, you cannot work for our team. Okay. That's, you know, it's, it's your business and it's your choice and you, you can absolutely do that. And where I see this come up a lot to your point, Andy, of If they're doing everything else great and it has to do with being late. I see it so much where people are like, well, I have a doctor or I have a technician and they're amazing and they're always like 15 or 20 minutes late or they're always 10 minutes late.

If you are, and this is where it gets dicey for the people who, our can, our process people and systems people and control people is like, well, if you're going to hold everybody else accountable to this rule, but you're going to let them slide because they're doing everything else right, then how is it actually A, fair, and B, a rule. And I think this is where you have to ask yourself that question as a leader, which is, have I done my part? Because if there is a really strong why to having that, it is important that the team all be here so that we can be on time for our clients. That's a super valid why. And if you have a team member that you cannot hold accountable to that, it doesn't matter if they're a licensed technician or a doctor.

If you, if there is a strong why and there's buy in from the entire team, if you don't hold them accountable, that's how you help as a leader create a toxic environment in your practice. And so the flip side of this is, would I as a leader choose to have fecal loops be my thing? Probably not, man. I'm going to be honest with you.

I'm going to let that one slide if they're doing everything else right. I'm going to try and find some middle ground. If it's something that the whole rest of the team agrees in, is bought in on, and there's a really strong compelling why. You absolutely have to, to work on that and deal with the person.

And it may mean if you actually have told them and you actually have walked through the process and you have helped them, you can say, I've done everything I can to help them understand the why, that's a, that's a slippery slope if you don't do something about it.

Dr. Andy Roark: Yeah, I agree. That's all I got.

Stephanie Goss: Whew, man! This one was a fun one. And look at that. It was our, it was our shortest episode, but yet we still managed to find lots to chat about.

Dr. Andy Roark: Yeah, sure. Our shortest, shortest question. Not our shortest episode.

Stephanie Goss: Our shortest question. Our shortest question. All right. Have a great week, everybody.

Dr. Andy Roark: Thanks, everybody.

Stephanie Goss: And that's a wrap on another episode of the Uncharted Podcast. Thanks for joining us and spending your week with us. If you enjoyed this week's episode, head over to wherever you get your podcasts and leave us a review. It's the best way to let us know that you love listening. We'll see you next time.

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: behavior, communication, culture, management, Training

May 15 2024

Doctor Development – New Grad and Established Associate

This practice owner aims to develop a plan for both a new, eager graduate and an established associate who is less enthusiastic about development. Dr. Addie Reinhard, CEO of MentorVet, joins Dr. Andy Roark on this week's podcast to tackle this unique challenge.

Dr. Reinhard brings a wealth of expertise to the conversation, as the founder of MentorVet—an organization known for its evidence-based approaches to promoting well-being within veterinary medicine. Her extensive research, including her role in the Merck Animal Health Veterinary Wellbeing Study, focuses on developing interventions to support mental health and well-being in the veterinary field. All of this making her the perfect person to help us with this week's mailbag.

Together, Dr. Addie Reinhard and Dr. Andy Roark discuss the importance of tailored development plans, employee ownership, and provide actionable steps for any practice leader looking to enhance their mentorship programs. Let's get into this…

Uncharted Veterinary Podcast · UVP – 287 – Doctor Development – New Grad And Established Associate

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

Do you have something that you would love Andy and Stephanie to roleplay on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag! We want to hear your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


Upcoming Events

🌟 Join the Uncharted Medical Director Summit!

Step into a world specifically crafted for medical directors aiming to excel in their positions. Our one-day virtual summit is filled with dynamic interactive sessions and workshops led by industry experts, designed to boost your leadership impact on your team and improve patient outcomes at your practice. Overcome the challenges of team management, clinical excellence, and practice efficiency. Secure your spot today!

🌟 Elevate Your Veterinary Leadership with the Leadership Essentials Certificate!

Embark on an 8-hour continuing education journey that equips you with essential leadership tools to lead cohesive and effective teams. This on-demand certificate program is perfect for veterinary professionals eager to polish their leadership abilities. As an Uncharted member, you and your practice partners can collaboratively enhance your leadership skills. Join our community now to elevate your practice's leadership and witness the transformation in team dynamics and overall success.

🌟 Enhance Your Conflict Resolution Skills at the NAVC HiVE with Uncharted!

Get ready, Minneapolis! Uncharted is bringing a transformative conflict management event to NAVC HiVE this June. Our Conflict Management Essentials training is a must for any veterinary professional looking to foster a harmonious work environment. This interactive, one-day training is offered twice, so you can choose the date that fits your schedule. From understanding the root causes of conflict to mastering emotional intelligence and effective communication, this workshop covers it all. Don’t miss out on this chance to build stronger, more cohesive teams and improve your practice’s conflict resolution strategies.

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Dr. Andy Roark: Hey, everybody, it's me, Dr. Andy Roark, and this is the Uncharted Podcast. Guys, I got a good one for you today. Dr. Addie Reinhard is on the show, and we go to the mailbag to answer a question about how to develop a new graduate and also an associate vet who maybe doesn't want to be developed.

So anyway, if you are a medical director, if you are a practice owner, practice manager, somebody who's trying to develop doctors, this is a great episode for you. If you love it, remember that Dr. Addie Reinhard is going to be presenting at the Uncharted Medical Director Summit. That's right. It is a summit that we do for medical directors. It is on May the 29th. It is virtual. It is one day, but if you're a medical director it's gonna be a great one and Addie will be there running a general session for us on developing doctors. Anyway, let's get into this episode.

Announcer: And now, the Uncharted Podcast. 

Dr. Andy Roark: And we are back. It's me, Dr. Andy Roark, and the one and only Dr. Addie, gonna-make-a supersonic-fad-out-of-you, Reinhard, sitting in for Stephanie Goss today. Addie, how are you?

Dr. Addie Reinhard: I'm doing pretty well. Busy, busy, but yeah, in a good space. Yeah.

Dr. Andy Roark: In a good space? You this is off topic, but you, you just, you bought a homestead. And for those who don't know, a homestead is basically a small farm, from what I can tell. Is that true?

Dr. Addie Reinhard: Yeah, it's a 50 acre farm. We're closing on Friday, so by the time this episode airs, we will have purchased the homestead. And yeah, so 50 acres, there's an old 1800s farmhouse on it that needs a lot of renovation and repair. There's a barn that's kind of fallen down that we just got a quote on how much it would be to fix the roof, and it was a lot. And there's a garage and a tiny house, and so essentially it's just like a big money pit.

Dr. Andy Roark: It's a big–congratulations on your purchase of a financial vacuum.

Dr. Addie Reinhard: It's gonna be fun, though. It's gonna be fun.

Dr. Andy Roark: It's going to be super fun. And when you, when you come up with some cockamamie scheme to put your barn up, let me know. Cause I haven't done a barn raising before, but it seems like things that we should come together and do.

Dr. Addie Reinhard: Yeah, and I mean, that's gonna be the goal, is the community, and we have a lot of friends who are really excited about working out there, and yeah, it should be, should be a good time. We've been working out there for a couple years now, and we're purchasing it from a friend, but that is an aside, anyway.

Dr. Andy Roark: That is an aside, but so when you're not homesteading, which I recently learned it's a verb when you're not homesteading, you are also a veterinarian. You are the CEO and founder of MentorVet, and who does, MentorVet, do you want to speak quickly on, on MentorVet and kind of what, what your work is there?

Dr. Addie Reinhard: Yes, yeah, so, I guess, I think four or five years ago kind of recognized that there was a gap in resources and support specifically for vets transitioning into practice, because I was one of those vets transitioning into practice and really had good medical mentorship, but I felt like there was still resources that could be beneficial.

And so, did my master's program at UK in community and leadership development, did a lot of research on. Well being and mentorship and more importantly, what can we do about it? So developed a mentorship program for young vets that we piloted in the summer of 2020 and then that research project became MentorVet the entity that creates evidence based programming to support veterinary professionals at all stages of their career to give people, the kind of resources and tools and community that they need to, to really thrive.

And so we have mentorship programming now for early career veterinarians. We've had about a thousand young vets go through our program, our flagship program, MentorVet Leap. We now collaborate with the AVMA and run the paired mentorship program for the AVMA. We have a mid career vet program that we're piloting this year specifically with new diplomates and we have a mentor certificate program as well and a technician program.

So lots of programs, five in operation now and, and growing. So, I am I have a team now and, and my full time job is pretty much supporting them to help them do the best job that they can and help us, I think, stay on the tracks mostly because it's like a freight train and just growing fast and helping a lot of people. So I love, I love my job.

Dr. Andy Roark: Well, you are going to be speaking at the Uncharted Medical Director Summit, which is a virtual summit we are having on May 29th. And so, you're going to be there and you are going to be lecturing on growing, or workshopping is what we do. You're going to be workshopping general sessioning on growing and developing the and in a way that's targeted at medical directors.

And that is why I wanted to reach out to you to help me with the mailbag question that I have for today. Alright, you ready? I'm gonna lay it on ya.

Dr. Addie Reinhard: Let's hear it.

Dr. Andy Roark: Alright, here we go. I have a two vet practice transitioning to a three vet practice. The new graduate that's coming in says that he wants mentorship. And this person put mentorship in quotations– says he wants mentorship. The associate vet we have isn't asking for coaching or mentorship, but I think she needs it. We, we, we aren't practicing the same level of care, but every time I bring this up to her, she bristles and complains about, quote, cookbook medicine, end quote. Do you have any advice? And so what I'm getting from this is we have a practice owner who's a vet, and this person has we're just gonna call her we're gonna say she, I don't know if it's a she or he we're gonna say she has an associate that they don't exactly practice the same way, and it seems like maybe she would like to help elevate this vet's standard of care.

And then she's got a new graduate coming in, and he says he wants mentorship. Let's go ahead and start out how we usually start here at Uncharted, in sort of headspace. if you're this practice owner and you're looking at this, it's a challenge, right? We've got, basically it’s two different challenges.

I think they both go under the heading of Growing and developing doctors, but they're in fairly different places. Do you agree with that, Addie?

Dr. Addie Reinhard: Yeah. And I would say, you know, a big thing that kind of just comes up for me here is something I think about a lot is the individualized nature of, of mentorship and how it's really hard to create just even using the same terminology here of cook, cookbook medicine, but even like a, a cookie cutter mentorship program that kind of fits everyone's needs.

So that's kind of the first thing that came up is that you have two different veterinarians at different stages of their career that are likely going to have very different, needs for what they need for their development the other thing that kind of popped into my head was just the, the conflict that probably needs to be addressed even before kind of implementing mentorship with this associate veterinarian and sounds like there's some underlying disagreements on that.

Maybe values in medicine that, that might need to be addressed first. So those are kind of two of the things that just like jumped out at me initially.

Dr. Andy Roark: Yeah, I like that a lot. So, I do I think you're probably right. I think probably jumping straight to “how do I mentor this associate vet” is probably a recipe for disaster. I completely agree. I think we need to have, we need to have kind of a meeting of the minds about what success in the practice kind of looks like and some, you know, I think, I think we've got to get on the same page a little bit more about the importance of, of, of at least practicing a similar standard of care and things like that.

I've seen a lot of people lay down development plans for associates that are not interested in development plans. And then it's just basically it's a mechanism for writing the person up and managing them out of the practice, right? Like you're like, Hey, here's what you're going to do.

And the person's like, I never said I was going to do that. Well, you're behind schedule already and that, that never ends well. So, I think, I think you're right about sort of the honest conversation about what we're trying to do. I think to your point, I think that the new graduate coming in gives you a really good reason to have that career conversation about coming into alignment. You know what I mean? It doesn't have to be. Hey, you're not doing as good a job as I am. It can 100 percent be we've got someone new coming in and we want to develop this person. And I'm concerned that us practicing very different types of medicine is going to be confusing.

And also we're going to end up with a person who's practicing a third type of medicine and that's really not the direction that we want to go and so I think as this person is coming in, I would really like to work with you about the two of us figuring out where we can come together and how we can come together so that we can help mentor this new person together and then also as the practice owner, it's, it's interesting.

I see a lot of practice owners and I've, I'm notorious for this, is if there's a need, I throw myself on to the, that need, but as a result, you end up having people standing around who would love to help you, but you didn't give them the opportunity. You just assumed that as the practice owner, you have to mentor this new person coming in.

And so I, I end up throwing myself on to work that other people would be happy to help me with if I had just coordinated with them, sort of have a conversation with them, you know what I mean? And, and, and, and ask for their help.

Dr. Addie Reinhard: Yeah, and I would add, you know, I think even coming into alignment on how each vet is practicing medicine, and maybe it doesn't have to be the same, like I think that there's also value in, in diversity and, and how we approach things, and if we can get on the same page with this associate vet of kind of agreeing that maybe we are practicing in different ways and this is how we want to mentor this individual coming in and getting on the same page.

You do bring up a good point about who's going to be this person's mentor potentially, or what kind of mentor network are you going to create? And I don't, I don't think that it has to be the, the practice owner mentoring this individual and maybe the associate veterinarian is interested in doing some mentorship and might, might be interested in that role as well.

But I think, I mean, a big thing, another thing that kind of comes into my head as I, I look at this is how important it is to for development plans to come from the mentee or the individual being developed and letting them set their own goals for, for development and not imposing your own, and I think you were hitting on this, like, not imposing your own development plans on these individuals.

And I mean, the, the only way to do that is, is to ask, but that's jumping into actions, but,

Dr. Andy Roark: Well, I mean, it is. But I think, I think from a headspace standpoint, I think you make really good points. I think, I think the, the sort of the headspace part of this for me is a lot of, a lot of our, a lot of our veterinarians, a lot of our medical directors, a lot of our practice owners, a lot of our practice managers are very much high achieving people, and they like to have a plan, and they like to have control, and they like to be ready.

And so. I have found that it's really hard and can feel very frustrating when people are like, I want to write the plan down and make this program and give it to them. And you go, yeah, but you really need to talk to them and, and honestly, and honestly kind of hold this plan a little bit loosely because if they're coming out of vet school, they don't know what they're going to struggle with.

They don't know what they don't know. I have, there's just, there's certain things in life that you can get so much further ahead if you can have a loose plan and continue to check in and continue to sort of be present and to kind of come back around and make adjustments, but I think a lot of people really struggle.

They feel like they're not doing it, doing what they're supposed to be doing, or they're unprepared because how this mentorship is going to go, it's really a bit nebulous. Like I'll say stuff like all the time, like, well, we're going to, we're going to go in and we're going to work with this person. We're going to see how it goes.

And they're like, yeah, but what are we going to actually do? And I'm like, we're going to talk to them and kind of see what happens. And then we'll take that information and we'll, we'll. Make some decisions based on that. Great. But what do we put on this piece of paper that I'm holding so that I can feel like we have a clear plan when we get started?

And I think, I think giving people permission to not have a bullet pointed 32 page mentorship plan. I think that that's an important piece of headspace. And it sounds like you're, you're on board with that. Would you agree? Or am I being too cavalier?

Dr. Addie Reinhard: I, I think that, so I think what you're referring to is kind of structured flexibility. At least that's what I, how I like to think about it. Like having some plans in place, but being willing to adapt those plans to fit the needs of the individual. So I do think that before this new grad even starts that there should be some intentionality behind what is going to happen in the first three to six months, and some sort of plan put together, but that doesn't have to be done all by you and it shouldn't be done all by you. It should be done collaboratively with that new grad. Now, a lot of new grads don't really know what they need when they're in vet school, but some of them do.

I remember when I was in fourth year, I knew, I'm not confident at surgery. I'm going to need a lot of support here. And so we need to come up with some really structured plans around okay, am I going to shadow in surgery for the first few months? Am I going to do this then and and I think that would give me more confidence coming into an environment knowing okay, the plan is this and also if I, you know, exceed my own and others expectations.

We're willing to shift the plan if needed and revisit the plan. So, I think I think having some structure is important and then revisiting that structure because I will say, you know ,more and more if we're looking at what new new vet students want and need and what they're looking for. They are looking for that plan And so if we don't have some kind of plan, especially as if you're an independently owned hospital trying to compete and recruit new grad veterinarians you kind of have to have that plan in place.

Because so many of the large corporate groups have structured mentorship programming, and a lot of our vet students are looking for that and seeking that out.

Dr. Andy Roark: Yeah. Do you think it's important at this point, right, when you're, when you're thinking about what this relationship might look like and you're sort of getting ready for this person come to, to sort of come into the practice? Addie, like, I'm, I'm looking around my profession and I got this, I got this idea.

Yeah. And so I, I am starting to wonder a little bit if there's not this weird phase of people's careers that has emerged recently, which is like the baby vet phase. And so I started hearing the term baby vet, like, I don't know, it's

Dr. Addie Reinhard: I don't like that term.

Dr. Andy Roark: I don't either. I'm glad you said that. I don't like that either.

Dr. Addie Reinhard: No, because they're not babies.

Dr. Andy Roark: They're not, they are trained professionals. They've had four years of advanced school.

Dr. Addie Reinhard: Well and they call themselves that sometimes, too. And,

Dr. Andy Roark: They're told that.

Dr. Addie Reinhard: I know, yeah, they're, they're, they're doctors. Aww.

Dr. Andy Roark: I had someone say, Oh, well, you know, that was our baby vet. And I said, how long has your baby vet been there? And they said, three years. And I was like, look, if I had someone, if one of my friends was like, yeah, I have a baby. And I said, how old's your baby? And they said, three years. I'd be very much a toddler.

That is very much not a, not a baby. But so the reason I say this,

Dr. Addie Reinhard: I see it as a microaggression for sure like that can be a hurtful comment to a lot of young veterinarians,

Dr. Andy Roark: Oh, it definitely, it definitely does not help them build credibility with the staff and it definitely does not help them build credibility with the clients. When and I'm certain there's I think I think a lot of people think it's an adorable term. Again, i'm trying to bash on people that use it. It is kind of adorable. I get it. But it doesn't help build confidence 

Dr. Addie Reinhard: I do, I think people are using it as like a term of endearment with good intentions that aren't meant to hurt or harm, and I do recognize that. And also, I think anything that does have the potential to hurt or harm someone, like, I think some people might look at it as, Oh, like, but then there are other people who could be hurt by that. So, I've tried to eliminate that from my vocabulary, so.

Dr. Andy Roark: I, I agree with that. I think, I think there's two pieces to this one is, you know, I always try to tell doctors, trust is the currency that you deal in. It's trust that your staff has in you. It's trust that the clients have in you. Like there's nothing more valuable than trust. This is a relationship business, whether you're dealing with staff or dealing with clients.

And the idea that you're a baby vet. Nobody's gonna trust a baby. It's just kind of a, babies are not known for being trustworthy. It's just, and so I think that, I think that the term, again, I agree with you. I think everyone's using it in good intention. I don't think it's meant to put people down usually.

But, but, I think it undermines that. The other, the other, part of this is, I've got a little bit of concern that when we talk to vet students and say, oh, you're going to be a baby vet, or we bring people in and say, well, now you're, you're a baby vet, or even we talk to them about being mentored. And if we don't talk about the right way, I feel like there can be this weird period of almost arrested development where the person has graduated from vet school, but they don't actually see themself as a competent, fully functional veterinarian. It's almost like, like they haven't been pushed out of the nest yet. And again, I don't want to throw people out. You know what I mean? I'm definitely not a suck it up, throw them to the wolves. That's not how I, how I roll. And at the same time, there is some concern sometimes about giving people a nice, comfortable place to stay where they haven't been fully put into a place of being a decision maker. The expectation has not been set that, you know, you're you're a doctor now and you make these decisions and things like that. And so anyway, it's just when we're talking about the mentorship program and you talked a little bit about a formal mentorship program.

To me, it feels important to set general guidelines of how this program ends and kind of how we're going to move the vet out of a mentorship program. Do you agree with that? Or do you, do you think that I'm kind of overstating the case against having a formal end to a program or for having a formal end?

Dr. Addie Reinhard: I think it's important to have things that are time bound to revisit the relationship and at the same time, I think that people need mentorship throughout their entire career. And so I think development plans should always be in place. So, so, you know, I mean, and I think picking a time of how long you want this development plan to be is again around whatever the mentee kind of thinks and wants and needs, I've seen anywhere from six months, a year, two years.

And I, I think having spots where you can check in, reevaluate, see where you've been and, you know, make shifts and alter your course and your direction, I think is important. Yeah, all of our programming is, is time bound and, and I think that's just, you know, solid to do. In 

Dr. Andy Roark: Yeah. Now that you're saying this, I think for me, there's a specific onboarding period. I guess that's what I'm talking about because you're right. Like mentorship and growth should continue throughout your career. There's a certain amount of time when you're sort of onboarded until you are seen as a fully autonomous person, veterinarian and member of the staff, but I don't think mentorship should end at that point But I do think that sort of passive autonomy is important. I I think that you're totally right I think I think I would not pick an arbitrary time and say it's three months and then over the side of the boat you go like that's it shouldn't be it shouldn't be that.

Dr. Addie Reinhard: Well, and I think the individual matters in this situation, so some of my classmates and I see a lot of early career vets are just ready to go, ready to take the reins, ready to have that autonomy on day one, and they know their limits, and yeah, go for it. And also we're going to have some structured development in place and some mentorship.

And then other veterinarians are so scared of making a mistake and don't want to screw up and need a little bit more hand holding that eventually turns into a little bit of needing some pushing out of the nest as well. That's kind of my personal experience. I had great mentorship and also my mentors had to keep pushing me to build my own confidence.

And so I think so much of this is so individually dependent, and I will keep hitting on that because you really do have to know who you're helping and, and what their needs are. 

Dr. Andy Roark: Yeah, I think, I think that that makes a ton of sense. Would you, I guess now that we're sort of talking about this and getting to it from just again, what we're looking at as far as development, I think you put your finger right on it with the associate that I, I think we've gotta, we've gotta kind of sort out kind of how we're feeling and what expectations are about how similarly we're similarly we're gonna practice and, and things like that.

And, and, and make sure we can try to get this person to buy into coming together. You know, as a, as a team, I guess, in, in sort of our approach. But the nuts and bolts of the mentorship program for the established doctor feel fairly similar to me. Do you agree with that as far as, it's going to be very individual, it's going to have sort of ongoing feedback?

We need to sort of tailor it to the person that we're working with. It should ideally be something that they're really excited about and they see value in. Is there anything, it's saying that I can, if I can get the associate vet sort of deciding to go into this development with the idea that they might grow in sort of how they're practicing.

Is there anything that you're going to look at differently when you're starting to think about developing your associate over your new graduate?

Dr. Addie Reinhard: You know, I think with the associate vet we have to recognize a lot of their own knowledge and experience and expertise. And the stage that they're in is inherently different than the new graduate. And so I, I think. I do, I see underlying this there, there is this conflict in the way this person is practicing medicine and it's not matching the way that I'm practicing medicine.

And I think the question that I have is, is that a bad thing? Like where can, can we check it? Are there some underlying biases here that are affecting how I'm viewing the way that this associate is practicing medicine? And, is this, because everybody does things a little differently and if, if we can kind of come to terms with like giving this person some autonomy and maybe then they will also be more bought into development and growth of themselves if they feel more ownership in what they're doing and where they're going with their career but, but again, the same things I think that we talked about before do apply of understanding their needs you know, You know, after we get through the initial trust building and getting back on the same page.

But I think coming to them and understanding their needs, where do they want to grow? What do they want to learn? And maybe that's different than what you want them to learn. And that's okay. And being able to let them kind of decide the path of their own mentorship and development and whatever that looks like.

And that could be, maybe they want to pursue some kind of medical development. maybe they want to pursue some type of leadership development. And I think giving them some, I think a concept that I kind of come back to a lot with mentorship, especially for adults and adult learners, is self directed learning and how powerful that can be.

Right? And so, If I am really excited about a hobby, let's say homesteading, I'm going to be doing a lot more work to understand, you know, and, and I'm reading building codes to understand how to build this structure. And I'm just getting really deep into it because I'm excited about it. It's something that I want to learn and I'm interested in it versus something else that I'm not very interested in learning about. I'm, and then I feel like it's just another job added on to my day. And so finding things that people are interested in and finding those sparks of interest and encouraging those sparks of interest and providing resources and support and funding to further develop those skills and the sparks, I think, I, I think is a good, good way to go.

Dr. Andy Roark: No, I, I completely agree. Yeah, there's feeding people's innate interest always, always takes us further than, than pushing them through a program, I think.

Dr. Addie Reinhard: Yeah, and, and one more thing I will say, like, we have probably two very different stages. I don't know, did they mention where this associate was at in their career? Like mid career, early 

Dr. Andy Roark: No, it didn't say.

Dr. Addie Reinhard: Yeah, so I, I think oftentimes too, like, early career is very different than, like, mid career. I'd say, like, three years out, up to, like, 20 years. Oftentimes, what we see is, like, this boredom and just this mundanity and and I don't know if that's where this associate is at but finding things to break that cycle of job boredom and giving them something to be excited about again I think could be really important here. So when I'm looking at the inherently different two different people.

One is like eager to enter the career, excited to learn. One maybe potentially like, Hey, I've been doing this for a while, kind of bored. Like I'm just here to do my job, get my paycheck and go home. So I think you're, you're going to have like two different motivations here that you're going to have to look at and, and look at some maybe job crafting things for the, the mid career potentially, 

Dr. Andy Roark: Yeah. I love that. I think, I think you may have just cracked, I think you may have cracked that open in my mind. Like that totally makes sense. There's a lot about this that feels like we've all been there. I mean, you know, if you've, if you practice 5, 10 years a lot of the days start to kind of feel the same.

And I think there's sort of a malaise that sets in. And if you can talk to somebody about what would be exciting to you, I think sometimes people struggle to think figure that out, but I think it's worth continuing to explore. And then if you can, if you can let people grow in that area, I think, I think you should always be growing.

I think it should always be something you're getting better at, something you're always being coached at. I just, it's just general sort of perspective that again, it's, it robs you of the feeling that you are a comfortable expert, but I think in the long term, it keeps you much more engaged and, and interested in the work that you're doing.

Dr. Addie Reinhard: And for a lot of mid-career vets, that's teaching and learning and mentoring the new generation. So that could lead very nicely into what we're going to talk about next, I guess. Are we going to actions yet?

Dr. Andy Roark: Yeah, let's, all right. Let's take it. Let's take a quick break and then we're going to come back and we're going to jump into action steps. 

Hey guys, I just have to jump in with  incredible news. I will be traveling with the Uncharted Veterinary Conference team. That includes Stephanie Goss and Maria Pirita. We are going to Minneapolis for the NAVC HiVE. Conference that is there. This is on June 15th and 16th guys. We are doing a one day Uncharted conflict management training program. 

That's right. And it is included with the cost of HiVE. All you have to do is register for the HiVE conference that's $99 for two days, one day, you can spend it with us,  bring your team, send multiple people from your practice, put them together. We'll put them at round tables. We will have them working together, talking about conflict management. 

We're going to take them through a whole day. This is not a series of lectures. It's not, they're going to go to one and they're going to do something else. Nope. Check the box register for the Uncharted event at HiVE. And you will spend the day with us. And I guess you're never going to see an Uncharted event that is a day long. 

That is $99. Again, like this is the best price you will ever see on conflict management. So anyway, if you are anywhere near Minneapolis, June 15th and 16th, Come to the HiVE event it's $99 and you get a day with Uncharted. If you register for it and the other day, you can use it HiVE and get their amazing CE for technicians and managers. Anyway I'll put links in the show notes. 

You should learn more. I'm serious. If you were within hours of HiVE, there was never going to be a chance for you to sign up multiple team members to come together and do conflict management training as a group. This is a phenomenal opportunity, please don't miss it. If you're able to make it, it's going to be great. 

Let's get back into this episode.  

Dr. Andy Roark: All right, Addie, let's get into some action steps here. So we've got we've got, it seems to me like with going through headspace, there's a natural sort of order and progression that kind of makes sense, given that we've got this associate vet uh, we've kind of, kind of picked this person as, you know, she's kind of maybe mid career it's kind of, kind of what we're sort of thinking, sort of hypothesizing here and then we've got this new graduate kind of coming in and we've kind of gotten into the headspace of, you know, we're going to.

try to meet people where they are. We're going to, we're going to see how things go. We're going to have a flexible plan that we're, that we'll sort of start to, to, to put into place. We're going to talk a little bit about what people are excited about. Maybe their motivators, things like that. And sort of to bring this out.

So Addie, where, where do you start if you're this practice owner? You're looking at this situation and start kind of coming together. Just, you know, we're going to have to talk to people and kind of see how things go, but, but lay down sort of your, your chronological approach for me here, if you don't mind.

Dr. Addie Reinhard: Yep. So I think first let's go the wing of the associate vet. So the current vet. I think for that individual I would schedule some time for a one on one with that individual to have a heart to heart and I think really get to the heart, because this is a conflict you know, I'm starting to think about some of my conflict management strategies, but really defining the problem and getting to the heart of, you know, what is, what is the core of Issue here and then trying to to find a path forward together.

I think that is probably going to this is probably going to be multiple meetings with this individual. So one to to get on the same page, hopefully to find the problem next, maybe revisit it, see how we're doing. And then next say, Okay, where are we going to go with your developments? And I think at that point anytime I'm developing any type of programming, the first thing I do is a needs assessment.

And so a needs assessment is essentially just identifying and recognizing the needs of another person. So it's asking them, what, what challenges are you facing right now in your work? What do you see as areas for growth? What resources might be potentially helpful to you? What are you interested in learning more about?

And a lot of times from that conversation and asking really good open ended questions, we can start to get at the heart of, of maybe where this individual wants to grow and where to focus. And I think from there, After your needs assessment is done, collaboratively with that individual, creating some type of structure and plan for what you want that development plan to look like.

So, getting really detailed on the who, what, when, where, why, how of what we're doing. And I think that's a really easy way to think about any type of development plan. programming, including mentorship programming, that's just really easy to remember who, what, when, where, why, how. And if we can really get granular on each of those and then lay out some structure and some preliminary structure for what this development plan is going to look like based on what that individual shares.

And then not forgetting to also create some type of valuation as well, so that we can kind of track our progress and know Are we hitting the goals that we're setting together? When will we know that we've achieved the goals? When are we going to be checking in along the way? So, so that kind of needs assessment, creating structure, and evaluation plan can be done with both the associate and then also then with the, with the vet student and the new grad that's coming in.

I think that would be a really easy place to start.

Dr. Andy Roark: All right, cool. I like this a lot. There's a couple things I want to sort of flesh out I think, that I, that's sort of the way that I look at it. I'm, I'm a big fan of asking for help when it's, so we're talking to our associate vet and we've got our new graduate coming in. I think what I have found in my career is, is a powerful motivator to say, hey, we've got this new graduate coming in.

I'd really like your help in onboarding this person and in helping them have a good experience. I want us to be a practice that we wish we had. Oh, you know, when we were coming out of school, something like that. And I think that that I've just found that people in our industry are, they're so willing to help and they so want to, especially doctors mentoring other doctors who are coming out of school.

Cause we all remember being brand new and I think you can tap into that and sort of ask for that type of help. And it can be a good motivator and and sort of get people to kind of lower their defenses. Because if the. If the ask is not, I want you to do this because I want you to do it, but rather, hey, I want to, I want to try to create this environment or hey, I want us to be able to support this other person.

I need your help supporting this person. I think that could be really good. And, and sort of, it can be a nice motivator and it's a good way to open the conversation.

Dr. Addie Reinhard: Yeah, I think as long as the person wants to teach and mentor. Not

Dr. Andy Roark: exactly right. Sure. 

Dr. Addie Reinhard: Yeah, because if you ask me that no, I mean if you ask me that and and i'm not really interested in teaching And that's the expectation then that that's another conflict that we're gonna have too with this associate.

So 

Dr. Andy Roark: yeah. Good call. 

Dr. Addie Reinhard: Yeah, so I think making sure that they want to do it, but I do think that most And most people want to teach and mentor and enjoy teaching. And that's a lot of veterinarians are in this profession because they enjoy educating and teaching and mentoring. But I think yeah, making sure that this person has also bought into that as

Dr. Andy Roark: Yeah. No, I, I, I'm going to check my biases here. You're you guys, I love teaching. I'm like, yes, I will. A hundred percent. But no, I think that's a, that's a fair point. You know, the other thing I really like in talking about development and, and sort of trying to keep teaching grow doctors is I'm a big fan of future facing conversations, which are a lot about like, where do you want to be?

To be, you know, a year from now, what would you like to be doing? What would make you, what would make you happy? What would make, what would you, what would be interesting to you? What is something that you would like to do more of, you know, in the next six or 12 months. And for whatever reason, I think people have a hard time looking at last year and deciding what they want to do.

But if I can get them thinking about 2025 and what that might look like, because nothing there is written. I mean, it could be wherever you would kind of want to go. That, that. Looking into the future of what we might have or where we might go, I found that that's an easier sort of exercise for people and also, you know, I really, I totally believe there's going to be a couple of meetings, but I think kind of getting that out of like, what are you excited about?

What are areas that you would just just find interesting? Even if it's not something that you do a lot of what? Whoa, whoa. What, what might that look like and trying to get them that in that future facing mentality, I think it's really good. It's a whole lot easier to talk to people about where they're going in the future than to talk to them about where they've come from in the past.

People tend to get a little bit defensive if we start to talk about their performance in the last year or what they did in the last year as opposed to, I don't know, When you look ahead, what do you think you, you might kind of like? So I'm just a big fan of that sort of future facing sort of perspective.

Walk me through a little bit, the, the valuation plan, Addie. So I really like this, you know, if we don't measure it, we, we're not going to management. I think it's good to have some sort of some sort of check in. So we're not just saying that we're developing and then nothing's really happening. What, what would a, what, what sort of an evaluation plan for a mid career?

Associate veterinarian sort of look like.

Dr. Addie Reinhard: I think the evaluation depends on like what you're. trying to gain so, so much of evaluation is what are the goals for the program and then asking questions or using measures to track that progress and there are so many different ways to evaluate and I think this is something that I've historically seen not done very well and because most people just so any evaluation is better than none.

But you know, an evaluation could be something as simple as Seeking feedback from the individual on how the development plan is going and what they like about it and what they don't like about it and what they would want to improve for the future. It could be as intense as surveys or tracking different measures over time, tracking, financial measures or production.

So I think so much of evaluation depends on. What are you trying to accomplish here? And I think that's where with your kind of mentorship structure and 

plan, you need to really get at the heart of what, what are the goals and the objectives here? Like what are the main learning objectives? What are the main goals for both the individual as well as the practice?

And then when you can take those goals and look at, okay, what is it that we're trying to accomplish? Then the evaluation should be a little bit easier because you can design like if the goal is to make this person go from seeing one hour appointments to 30 minute appointments and so much of the development is trying to get this person More efficient and that's something that they want for themselves Maybe they're paid on production and want to be more efficient then you could look at appointment times so in six months Did we do that?

hit the 30 minute appointment time slot. So I think that it really just depends on what you're trying to accomplish. I think it's a little bit harder when we kind of start looking at more professional skills type things. So leadership skills or things like that. But even then, if you're trying to improve your communication and leadership skills, then maybe you ask the team to provide feedback before and after of, you know, Well, you know, where so there's so many different things that you can do with evaluation, but I think just spending some intentional time thinking about how you're going to measure your progress, how you're going to track your progress and put into place.

Okay, at this point, we're going to do this survey, or at this point, we're going to do a check in that can help us stay on track so that we know that what we're doing is actually. Having an impact, and then it makes us all feel better because, oh, all that time and money that we put into doing all this is actually having the desired outcome.

Dr. Andy Roark: Yeah. Are there things you stay away from, as far as evaluation? Like you, like, yeah, are there, are there things you say, I, I, I think this is a bad, this is a bad way to measure a program.

Dr. Addie Reinhard: Yeah, that's tough. some new and recent grads get freaked out, too, by just, like, Tracking their financial kind of productivity especially like really really early in the career if they're like first year out and you're constantly Telling them, you know, hey, you need to make more money here You need to do more of this and like it can feel to them I think that you're more focused on the money than actually their growth and development.

So I'm not saying to not look at those things at all and not, you know, pay attention to them, but that's kind of a, an area where we just need to proceed with caution, like, and the flashing yellow light. So just be, be, be cautious. And. I mean, because at the heart of it, you know, if we put the person first, and developing the person first, then the other things should fall into place too.

But, but yeah, other things, I don't know, like, I've never been asked, what do I not ask? 

Dr. Andy Roark: Well, I, I think you put, you went directly to where I was going, right? And that was just sort of my, my take is, to me, especially if you're calling it a mentorship program, there's not a lot of veterinarians, in my experience, that are, Well, there's some, but there's not an overwhelming majority of veterinarians that are motivated by money.

And as a measure of, boy, this program's been 

successful because you've brought in so much more money. And instead, I much more commonly see pushback against that of, I was told I needed to do a development program, and then they really didn't. Zeroed in on how much money I was making at appointments and that, I've seen that really just poison the, the waters to the point that the vet's going to leave and, and, and I don't, having, being a business owner, I totally understand.

Sometimes you go, guys, this has got to make financial sense. Like we have got to be profitable. We have to pay our staff. I 100 percent get it. And so anyway, but you mentioned, you mentioned sort of financial, you know, metrics or whatever. I was just, I was just sort of curious if that was, if you shared sort of my concerns about going to that.

I think a lot of times I, now if there's a veterinarian who says, I have a lot of student debt and I want to be a very productive veterinarian, you'd say, Hey, Great. Well, let's start working. We'll look at this and we'll pay attention to how you're moving through your day and what revenue is. But if someone says, you know, I really, I really want to practice high standard of care.

And you say, great, your average client transaction will show us that you're doing really good medicine. I don't know that people buy that. I think that there's probably other metrics that we want to. Pick, you know, ideally what you want to do is because you're trying to give this person a scoreboard and no one wants a scoreboard that makes them feel icky, you know, and so I think you have to kind of just keep that in mind and I'm not saying you should choose this or choose that, but I do think that there are some scoreboards that have a higher potential for making people feel icky than 

others. 

Dr. Addie Reinhard: yeah, and I think if your mentee or the person you're developing is really business minded and wanting to learn more about business development and all those sorts of things, then yeah, talk a ton about the money and but I would say the majority, especially of our newest grads who've only been out a year, they're just trying not to kill something at the heart of

Dr. Andy Roark: Yes. 

Dr. Addie Reinhard: Right? I 

Dr. Andy Roark: Yeah. Yeah. 

Dr. Addie Reinhard: in year one, you're just trying not to kill anything accidentally, and so I think if we can maybe make sure that we're focusing on things that build confidence and make them feel like they're a good doctor, practicing, you know, The good medicine and yeah, I think getting along with clients and the team and, and some of that can be, yeah, client feedback to how's this individual doing and, and being sure to share those positive.

Reviews and feedback. I was at a clinic. I thought this was a really Good idea, but any any clients that we had that came in That I had a good appointment with they asked me to send them a personalized email to give me a google review And so by the by year one I had like 30 really great Reviews from clients and like that made me feel really good because like oh, yeah I I clearly helped these people on this animal and these animals.

So

Dr. Andy Roark: You sent the email or they said you did  it. So you were like, hey, would you write a review on Google? That's great. 

Dr. Addie Reinhard: Yeah. I said, hey, like, I, it was great to meet you this week. I really enjoyed our appointment. I'm trying to, you know, just build my trust in the, in the community and I would love to have your feedback on how I did. If you feel comfortable, no pressure, but you know, if you're interested in sharing a review for me, I would really appreciate that.

And a lot of people did. So yeah.

Dr. Andy Roark: I would I totally especially if someone was like, hey I'm new here and I'm trying to build trust in the community I think I would a hundred percent be like, you know, what I I will support this person like that I love you do that You know the one the only last thing I would say here on metrics too is I do there's definitely value in sort of surveying You team, you know, for working on communication or things like that.

And again, this is, you know, how you get scars early in your career that like you always remember I, if you're going to do any sort of a 360 evaluation or interview, that should always go through an intermediary, 

like just opening up to the staff and just being like, Hey, tell Dr. Roark how he's doing his communication. 

It's anonymous. Like, Oh boy, I have seen that go so badly with such hurt feelings. And it's like, if this had gone through an intermediary who was not involved, who could just see the feedback and maybe process it and then say, Oh, well, overall this, you know, this is the positive things that we saw. And these are the areas.

To, to work on you assume that people on your team will communicate professionally and that's not always true. And so anyway, that's just a, that's a, that's a, that's a scar that I can show you from early in my career of, of a time that, that, that did not, that did not go as well as I wanted.

Dr. Addie Reinhard: I have one of those scars too from team feedback. Well, and I think the important piece is Asking the person if they're okay with getting feedback from the team, because I didn't know that I was getting the feedback. And it was like, and then 

Dr. Andy Roark: oh, wow. 

Dr. Addie Reinhard: oh,

Dr. Andy Roark: an intervention. You're, you're like, oh, everyone's here for, for, I'm sorry. Am I sitting down now?

Dr. Addie Reinhard: and it was all written like in a number format, but still it was like, I didn't know you all were even doing this.

And now I'm getting real defensive because like, I didn't realize and the other vet got these scores and I'm only at here. And so I think yeah, just 

Dr. Andy Roark: You got to see what the other vets got?

Dr. Addie Reinhard: Just one other vet, so.

Dr. Andy Roark: Oh, the comparison is the thief of Joy.  

Dr. Addie Reinhard: So be careful about comparison, especially if you have more than one, you know early career vet be careful about asking to let the person know what feedback you're getting and make sure they're okay with that. So they're prepared. Make sure you use lots of positives. We're fragile creatures. 

Dr. Andy Roark: Yes, we are. Yes, a lot of, there's some fragile egos. And again, myself included in the pile. there's, you know, 

Dr. Addie Reinhard: Yeah, it's providing feedback regularly that's small is gonna help much more than here's all of this for you to process, so.

Dr. Andy Roark: Yeah, I, I'm going to write a little article about this, but I just had interaction with a young veterinarian who is crushing, like she is amazing. And she got the first client that didn't want to see her. And like, it has been devastating. I mean, I'm just like, you have all of this positive feedback, all of, you know, you're doing all these things well, like you get so much positive feedback, but the idea that there's a client that does not want to see her is absolutely cutting her and I'm just, I'm good.

I don't know who needs to hear it. Every great veterinarian that I know. Has got a client who won't see them. Like, every great veteran I know has, there's someone who just will not let that person see their pet. And like, I know some amazing vets, and they've all got that client. And so, it's just, it's part of being, it's part of being human and working with other human beings.

It doesn't matter how amazing you are. But boy, it, I think everyone is devastated the first time they get a client who's like, I don't want to see, do not schedule with Dr. Roark. I'm like, Oh, fragile creatures. 

Dr. Addie Reinhard: It hurts.  I've had a couple of those, and yeah, it always you try not to take it personally, but it's impossible not to. I was gonna add one more thing about kind of your structure and your plan for your mentorship program. Don't, I, I think one thing I see people do a lot is thinking they have to do it all themselves.

And there are so many resources out there now CE, development, stuff like what you're doing at Uncharted and what we're doing at MentorVet, like, you don't have to do it all alone. And having, being able to supplement your internal development with, you know, Some external programming you know, that could even look like you know, I know we have like a CE budget, but that could also look like, here's your budget for your mentorship program.

And I know you really are interested in surgical skills. So let's find you a dental CE wet lab to go alongside this. And so I think really remembering that. Especially because we're all so busy right now that you don't have to do it all yourself and leveraging some of these external resources can be really helpful and make the person feel really valued that you're giving them something outside of the clinic too.

Dr. Andy Roark: Yeah, I completely agree with that. You know, you and I are good friends. And you know, for people who don't know, but we we are, we, we, we talk on the phone about 

Dr. Addie Reinhard: At least weekly, yeah. 

Dr. Andy Roark: At least weekly. Yeah. Yeah. You were, you were at 

my house. You were at my house eating sandwiches last weekend. yeah. And so you and I, you and I are tight. And I think we see, we see the industry through very similar eyes, I think. And we're both huge believers in the power of community and connection. And so, you know, Being able to have people that you can talk to, being able to have people who are willing to be vulnerable and say, yeah, I, I did this wrong when I got started or oh boy, I, I've, I've been there as well.

You know, just, just the ability to kind of, I don't know, to not feel like you're alone and not feel like you're alone surrounded by experts. I think that that I think you and I both both really strongly believe in that. I think yeah. Yeah, I, I, I always sort of say to people, you know, I, I'm not a big believer in the sage that knows everything.

I'm a much bigger believer in that we're all backpackers and I've seen parts of the trail that maybe you haven't seen yet and you've seen parts of the trail that maybe I haven't seen yet, but we should get together and compare our maps and you know, I can give you some encouragement and maybe I can help you not get stuck in the mud hole that I got into.

And but I just, I think that's really important. I don't think our industry necessarily innately. buys into that. I think we were all trained by the sage at the front of the room who 

was like, this is how you do it. This is, this is the right way. And so, it's just, I really, I just feel like, Addie, I'm, I'm really appreciate you being here.

I really love, you know, your approach right off the bat of, we need to talk to these people and see what their needs are and see what their interests are and see how confident and comfortable they are. It's that's, that's just meeting people where they are. And it's kind of the essence of what we do at Uncharted.

And it's the essence of what you guys do at MentorVet. And so I just think that's why it's, It's why you and I are such good friends. It's why I admire you so much as a professional and what you're doing at MentorVet.

Dr. Addie Reinhard: Aw, well, thanks, Andy. Yeah, it's always fun chatting with you about industry issues and I'm definitely, I don't know, I have to come to terms with what, what does expert even mean and I, I think that I don't claim to ever be usually an expert in, in most things because there's still so much that I don't know and even talking about this case, like, you know, I think so much of the, the solutions that we have to come up with have to happen locally with the people around us and Yeah, I think take all these suggestions.

Hopefully they helped and, and also know that we're, we're probably not the experts on all of this as well. And so there might be other solutions that, that are good, that, that might be really beneficial, but yeah, always, always enjoy our chats. It's, I always learn something new. So, yeah, thanks for having me on.

Dr. Andy Roark: Awesome. Well, Addie, thanks for being here. Guys, thanks for tuning in and listening. Take care of yourselves, everybody.

And that's what we got. Thanks so much to Addie Reinhard from MentorVet for being here, guys. I hope to see the medical directors out there at our medical director summit on May the 29th. Take care of yourselves, everybody. If you think this episode would help somebody, you know, make sure to send it to them, that's always so kind, or leave us a review wherever you get your podcasts.

Anyway, that's it. See you later, everybody.

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management, Vet Tech

May 08 2024

We Need A Call-Out Policy

An associate is struggling with their perception that the management team is not holding an otherwise exceptional team member accountable for excessive call-outs, resulting in gaps in coverage. This week on the Uncharted Podcast, Stephanie Goss and Dr. Andy Roark respond to an email signed from “A motivated associate who needs my support team to show up to work and the management team to hold them accountable.” They discuss a team member who is excellent at their job but has chronic migraines causing constant absences. Andy and Stephanie aim to move from frustration to a positive mindset to tackle this mailbag question, head on. Let's get into this episode…

Uncharted Veterinary Podcast · UVP – 286 – We Need A Call – Out Policy

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

Do you have something that you would love Andy and Stephanie to roleplay on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag! We want to hear your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


Upcoming Events

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🌟 Elevate your team's leadership capabilities! The Leadership Essentials Certificate provides 8 hours of targeted CE designed to empower veterinary leaders like you. This course equips your leadership team with the skills needed to run a high-functioning, united team. As part of the Uncharted membership, now is the perfect time to enhance your leadership prowess and propel your practice forward. If you're not a member, now's the time to join the community and get this Leadership Essentials Certificate included! Register and make a significant impact in your professional realm.

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Stephanie Goss: Hey everyone. I am Stephanie Goss, and this is another episode of the Uncharted Podcast. And this week on the podcast, Andy and I are back in the mailbag. You guys have been just jamming out the questions lately and we've got a good one. 

We got an email from a motivated associate who needs their support team to show up to work and a management team who will hold them accountable. And this one was fiery. There was some disagreements between Andy and I maybe on how to deal with it. And I really enjoyed talking through some of the ways that you can approach this both from an action step and a headspace perspective. 

This was fun. Let's get into it.

Announcer: And now, the Uncharted Podcast!

Dr. Andy Roark: And we are back! It's me, Dr. Andy Roark, and the one and only Stephanie-This-Ain't-Texas-Goss. I don't even know if that's the line.

Stephanie Goss: You— it is. You had to do it. You just had to do it. Oh, man. Tyler, Tyler and I were literate. Tyler Grogan and I were literally just having a conversation this morning because Tyler had not heard that song yet. And we were having a conversation earlier as a team about what an earworm it is because it's everywhere right now. I mean, Queen B. Like, she is the queen and it is everywhere. And Tyler was like, I haven't heard it because I don't listen to the radio. And she's like, oh wait, then I opened Instagram and all, like, all she had to do was open Instagram and everybody is using it for their reel music. She's like, now I know the song you're talking about.

Dr. Andy Roark: Yeah.

Stephanie Goss: It's a good, it's a good song. It's a very catchy song.

Dr. Andy Roark: It's catchy. It's– I think it's sort of weird. It reminds me of like–

Stephanie Goss: Look, Beyonce is in her country era and we just gotta give her that.

Dr. Andy Roark: Exactly, that's exactly it, that's exactly it reminds me of like Lil Nas X when he was just like,

Stephanie Goss: In his country era

Dr. Andy Roark: like pink cowboy hats and I'm like, like I appreciate him being himself, like I do get that, but it's like, I didn't see, that's a hard left turn.

Stephanie Goss: Have you seen the video of Snoop Dogg and Matthew McConaughey singing country together?

Dr. Andy Roark: No.

Stephanie Goss: Oh my god, that's a video you need to see. It's the thing you didn't know you needed in your life, because it is fantastic. But everybody apparently is in their country era right now, so, you know. As a fan of early 90s country music, I am here for it.

Dr. Andy Roark: Oh.

Stephanie Goss: And…

Dr. Andy Roark: I thought you were going to say as a fan of early 90's Beyonce, I am not here for it. That's what I thought you were going to say.

Stephanie Goss: No, as a fan of early 90s country, I'm here for the country era, so everybody can just keep on keepin. How's it goin Andy Roark?

Dr. Andy Roark: It's crazy. It's, it's bonkers, but it's good. Yeah, things are good. 

Stephanie Goss: Yeah, it’s a busy summer coming up. June is bonkers because it's that time of year. Like there's graduations, there's kids getting out of school. There is all of that stuff, but we're going to Hive in Minneapolis. We've got AVMA.

Dr. Andy Roark: Yup, we'll be there.

Stephanie Goss: And those things are like the same week.

Dr. Andy Roark: We'll be there for the Tech and Practice Manager Hive. So, UVC at Hive in Minneapolis. It's gonna be, it's gonna be great.

Stephanie Goss: But I'm just so excited because I, this is, in a way, this is kind of, like, a dream come true, although the schedule is bonkers and I would like it to slow down, please. Because also this means, like, my kid is, my last kid is starting high school after this year and I'm not ready for that.

But I, you know, I love getting to go out because the one thing that I have heard from my friends who are just out across the country and who have small little to no CE budgets is like, Oh, I wish you guys did stuff closer to me. And I'm so excited to kind of be all over the place this year and have some opportunities to do some things regionally in places where I'm hoping to get to see more of our friends. So, I'm stoked about that.

Dr. Andy Roark: You know, when we do live events, they're hard to do. They're hard to do because you and I both have very strong feelings about how you really train people. And you can't do that in lecture, like in, you know, stadium seating, where you just pack people in. And so, Getting space that has round tables and where we can bring flip charts in and we can move people around and have projects and discussions like it's a logistical lift.

And I'm really proud of our road show because I feel like we did everything we could to price it in a way that would let people who were local come and bring a couple of people with them. And so I, in my mind, having the practice manager and the medical director and the customer service lead and the tech lead come together and all get the same experience, their heads are going to blow off.

Like, I mean, it's cool. I mean—

Stephanie Goss: That’s what I’m hoping for. Not the heads blowing off, but the coming everybody coming together because that would be quite messy.

Dr. Andy Roark: Exactly right. Oh–

Stephanie Goss: That would require a lot of pap– require a lot of paperwork. No, thank you.

Dr. Andy Roark: And then there’d be like– that’s part of the logistical work I’m talking about. It is gonna be so good, there's gonna be police tape at the end. Like no, that's awful. But, no, in all seriousness, like, it's, I mean, just imagine though, like, imagine taking your medical director lead, and your lead technician, and have them do this program together, just the deep dive work on their practice.

There's just, there's nothing else like that that you can do in two days that's going to just completely mind meld people and have them see a vision together and give them a new language to communicate with each other. It's just like the potential is incredible. And so,

Stephanie Goss: I think I'm excited about it because I agree with you and I do think that we have some really strong we have some really strong I have some mentors in the field who do multi-day presentations and I've had the good fortune of actually going and doing some of those like multi-day style events, with some really awesome people in our industry, Patterson Yu and you know, back in the day, Mark Gerberman used to do, that was one of the very first ones I went to was What's Up Front That Counts.

And our whole CSR team went and it was great to be able to go together. And to your point the thing that was always missing, and I remember this vividly because I went as a CSR lead, I went with our practice manager and our practice owner. And, we went to a thing that Wendy Meyers was doing and it was all about customer service and we were changing the game and heading towards more white glove service.

And so it was perfect for what we were doing. And we came away with that and we were so excited. And to your point, we had spent the day like drinking from the fire hose and she has so many great ideas and we were soaking it all up. And. Then I was like, when the hell do we actually talk about this?

Because then we went back to the practice the next day and it was like all of these great ideas and no, we didn't have the foresight to have the planning time to sit down and talk about what are we going to do about it. And so I'm excited. For us, it was, you know, we get so excited with teaching people and we're like, yeah, we can jam even more content in here and is an intentional choice to back it off and say, Hey, let's pick a smaller, a smaller chunk and let's focus on the essentials and then let's build in the time to actually do the work and the activities to get them thinking about how are we gonna bring this back and do it in our actual practice. And I think that's the thing that I'm most excited about to be able to do with people is not just sit quietly at your table work time, but actual like interactive, let's talk about how we're doing this in our practices kind of time.

So I'm, I am pumped. It's going to be a good summer.

Dr. Andy Roark: Yeah. I completely agree. It's just, I'm fired up. I, it's

Stephanie Goss: You sound so fired up. This is where I catch Andy off guard because he's just like, Stephanie's on a roll and I'm just gonna let her start talking and then he's like, oh wait, she's done and now it's my

Dr. Andy Roark: I'm answering, I know, I was answering emails. I'll be honest, I just, I was answering emails, I was like, we haven't, to be honest, I forgot this is a podcast and I thought you and I were just talking, and I was like, I'm in a staff meeting with Goss and she's, just running and so I'm going to answer emails.

Stephanie Goss: I can't with you. Okay, let's dive into this because we have got, You guys are getting good insight to what our relationship is actually like. Um, We've got a great mailbag topic today. I am excited about this one. So I'm going to start with our signature because I thought it was so great.

Our email letter was signed from a motivated associate who needs my support team to show up to work and I need a management team to hold them accountable. I was like, Ooh, this is going to be a fiery one. Like I read that part first and then I went into the mailbag and it is great. It is an associate veterinarian who's struggling.

They work for a small animal practice. There's two doctors, so there's a practice owner and a, and this associate. The practice is relatively new, and so they're still building things. They don't have all the systems and protocols and policies. And one of the things that they don't have in place is an attendance and a call out policy for the team.

And so, they're, they are, this associate is struggling because there are several things happening right now. It seems like they're a little bit overstaffed because they're a newer practice and they're still kind of getting things up and running. And so at this point, there are lots of days where multiple someone or multiple people call out versus everybody showing up.

And so it doesn't seem as dire as it would if they were like fully booked and they needed all hands on deck. And she said, it just feels like this culture is starting where it's just acceptable to kind of be like, eh, I'm gonna call out today. And be, and there's no process. So that was issue number one.

And they said, you know, I feel like the management team is recognizing this, and from their position it feels like they're not doing anything about it. And so. they're also struggling because there is one team member in particular who is absolutely amazing. they're, like, I loved how they described this team member because you always ask the question, like, when we're thinking about building our team, like, who is that rock star that you would work with again and you wish that they could clone and it sounded like this person was that person.

And they are really struggling because this person is such a rock star and they're dealing with some chronic health issues that cause them to call out a lot. And so at this point they have been calling out more, it feels like more than they're actually at work right now. And so the associate was like, look, I have empathy.

I understand that there's a chronic illness in place here. And because they're a small practice, everybody's all up in everybody's business and they know why this person's calling out. Yeah. And they're just like, look, how do we get the management to deal with it? Because this is a problem. Like the team is starting to get frustrated when people call out.

It feels like this person is setting a bad example because they're such a rock star. I feel like the bar is a little bit higher for them. And so it was It was, this associate is just like, I, don't know what to do because I feel like I'm in a position, because it's a two doctor practice and I work directly with the practice owner, I feel like I can say something, but I'm not exactly sure what to say.

And so I, cause I don't know what to do. They're like, I'm frustrated. Everybody's calling out. But like, how do I say, hey, manager, do your job and put policies in place? It's kind of the gist of it. And I thought it was such a great— I totally, I'm excited to get into it, because there's so many pieces to unpack here.

Dr. Andy Roark: I like this a lot. I think I want to talk about this illness because I do think this is important. So it is a chronic illness. It's migraine headaches and I want to talk specifically. I think that's a really important kind of flavor for this, but also let's be honest about migraine headaches.

And so let me start here at full stop. My wife gets shots for her migraines. And my younger daughter has to get picked up from school for migraines. So it ain't, it's not like I don't know about migraines or take them seriously. I do. And migraines are particularly sticky for the team because you see the person and they're fine.

They look great. Everything looks great. And granted I know there's other medical conditions like this too where you see the person and you because they're not visibly ill–

Stephanie Goss: It's, yes, it's, yeah. The invisible illnesses. Yep.

Dr. Andy Roark: It is. And so, but I did want to make that because I think that is important to talk about when we talk about the team and stuff like that.

It's one thing if somebody's going through cancer treatments, things like that, and people go, yeah, this is a thing. Migraines are hard because they're often lifelong. And there'll be long periods where we don't see them at all and then we'll see them. And it's, it can be…

Stephanie Goss: Well, you don't see the symptoms, like when someone is going through chemo and they have no hair you see that, right, it's visible. And when someone is suffering from a long term chronic illness like migraines, if somebody is getting nauseous from, smells because they feel a migraine coming on, you might not see that until they're puking in the trash can at the front desk, right?

So, like, that, I think that's the hard part is that it very much falls in that invisible, that invisible illness or invisible disability category.

Dr. Andy Roark: Yeah. And then a lot of people, and again, I, this is true with, so there's invisible illness too, is you can have someone who calls out and then they show up the next day and they're totally fine.

Stephanie Goss: Right.

Dr. Andy Roark: And some people are going to go, were you really? Did that really happen? I don't know a way around that because I said as the husband and father of migraine sufferers, like, I, I understand that it's real.

I have also been a human being and known human beings for a long time, and there are some people who will take it out and maybe not quite tell the truth. And you know, and then they just, they take a day off and you can never know. And you should not question the person who's having an illness necessarily.

I don't want them to have to prove that they feel horrible. That's not what we want to do. But anyway, but all of this, I think this is important flavor of the, of the, issue. And I, just, I think it's worth kind of bringing out and talking about it. So anyway, let's start with let's start with headspace if you were this associate vet. Okay, and so the first thing that I would say and she might not need or he might not need to hear this. We're gonna say she. I'm just guessing. She might not need to hear this.

But if it was me, I In my younger days as an associate, I had a tendency to catastrophize a little bit and I would see things and go This is be this is becoming a pattern and before you know it Nobody's gonna show up for work and it's gonna be me And the kennel kid, yeah, and we're all, we're gonna go, and the emergencies are gonna roll in, and I'm gonna do something wrong, and I'm gonna lose my license, and you know where I'm ending up?

Stephanie Goss: In a box in the forest. 

Dr. Andy Roark: In a box in the forest, by the stream. That's where I'm gonna end up. And like, that was it. And so, the first thing I want to say is, I see you, I hear you, I understand where you're coming from. You're not wrong. Resist the urge to catastrophize. You know what I mean? Like, okay, we're seeing this thing.

We're starting to trend in a direction. We can work on this without grabbing the steering wheel and yanking it. So this can be some subtle Kung Fu possibly. And so anyway, I just, I always have to start with don't catastrophize. When we start to approach problems like this, and I said the invisible illness is important, right?

I am a. I always think about a Rawls Veil of Ignorance. So Rawls Veil of Ignorance is this psychology experiment where you try to imagine a system, right? Try to imagine a system with different types of people in it, and they have different roles and different statuses in an equitable system.

Theoretically, you would be okay being randomly assigned into that system, meaning you would feel that things were fair if you were dropped into this vet clinic as a kennel tech. 

Stephanie Goss: hmm. 

Dr. Andy Roark: It's like, you might, like, you might prefer to be the veterinarian, but you wouldn't feel that things were wildly

Unfair.

Yeah, exactly. And so, when I look at, things like this, it's very easy for me, as a person who does not have migraine headaches, to look and say, I need people to show up, and if you're not going to be here, you need to prove that you're sick. But it, but then if I look at Rawls Veil of ignorance and say, But Andy, what if you're not the associate?

What if you're, what if you're the front desk person who has migraines? I would say, this is some sucks. Like, this is, like, I'm supposed to prove that I'm sick. That I'm nauseous and vomiting in a trash can at home, like, that's what I'm supposed to do? That, I, that doesn't, I don't like that and that doesn't feel fair on this side.

And so, and then also you know, we look at the other employees and I. If I suddenly slap restrictions on them on how much they can be off and we haven't had that before, they're not going to like that. But if I'm then the doctor and I'm shorthanded and people are unreliable and balls are getting dropped and I don't, like that.

And so ultimately the goal with Rawls Veil of Ignorance is to try to say, Hey, What is a system that everyone can look at? And it doesn't mean they like it, and it's important. It's not a system that makes everyone happy. It's a system where everybody can look at it and at least go, Eh, I see why that is the way that it is.

And so start with Rawls Veil of Ignorance as your guide. Like, what can we do that, that nobody's gonna feel singled out, and no one's gonna feel totally cheated on. What is the thing that I would be okay, if I was the one having the headaches, would I be okay

with And so, so I always start with that. 

Stephanie Goss: I think, too, it's important going, I was thinking about this. I, while you were talking about Rawl's Veil of Ignorance like, I, Going back to your catastrophizing piece, I also think as I was reading through this, the question went through my head, like, are these two things related?

And I think from a headspace perspective, that's really important because it's really easy to say, well, this person who's a rock star and a leader in the practice sets a good example or sets a bad example. And because it's easy to say from the outside, Because this person is calling out more frequently, the rest of the team sees that and then the rest of the team is choosing then to call out.

It's really easy from the outside to look at it and connect those dots. And I would say from the catastrophizing perspective and using your concept of Rawls Veil of Ignorance, part of empathy is putting yourself on the other side of the equation and saying Is it possible that these two things are completely unrelated?

And what would happen if I disconnected those dots in my mind? And now if you're looking at things as independent prob problems, Are they actually as big of a problem as you think that they are? And I think that's some of the headspace work that I would say that we probably need to do here, because these are two separate problems, I think. 

Dr. Andy Roark: Yeah, I like this a lot. I think you're, I think you're spot on. It's funny how teasing problems apart into two different problems. Now you're like, I got more problems. But, each problem is much– it's when you stick to problems together, they seem unsolvable, because there's too many tentacles coming off of them.

But when we can take them apart, I think you're really I think you're really right. And the other thing too, is as I've learned as I've gotten older, I the best thing, really, is to take this problem, break it into two problems, and then lay them on the calendar, spread apart a little bit, so it's not like, I have to fix all these things!

It's like, okay, first we're going to work on this, and then, 

Stephanie Goss: We're gonna work on that.

Dr. Andy Roark: We're going to work on that and like it feels, but so I really, now we're getting in some good project management headspace. I really like this. Remember that the goal is finding and maintaining balance where people have some freedom.

They don't feel like they're chained to their desk. And also we don't wake up in the morning wondering what kind of staff we're going to have to work with. I think, you know, it's about making the staff know that we care about them. Yeah. And their health is important, and we're not trying to make people do a forced march.

And also, if we live in complete uncertainty about how much help we're going to have as an employee, that's not healthy, it's not good for our patients. We have to find a balance where everybody gets the support they need, including our clients and patients. And that's the ultimate goal, right?

I think another point to remember here, right? Not all call outs are created equal, which is just, you know, some people call out for very legitimate reasons, and some people call out for less legitimate reasons. And again, it's always but we don't, but we don't know. We often don't know what's going on with people.

Stephanie Goss: And the flip side of that is that I would say it doesn't matter because when, it doesn't matter why somebody's calling out and taking a day off if there's a policy in place. The conversation that we're having right now is existing because there's no policy in place because from an HR perspective, I shouldn't want to know.

I shouldn't know why people are choosing to call out. If they have time, it's their time to take, and then there should be policy that dictates, okay, if someone doesn't have time to take, like potentially someone who suffers from chronic illness, then there is a step A, B, and C. And I think this whole conversation is happening because there is no policy in place. And so I think that's really important. Like, yes, not all callouts are equal. And it feels that way as an employee. God, do I know the feeling of that. And at the same time, it's none of our damn business. It's not the manager's business either.

Dr. Andy Roark: Yep, and you're, exactly right, and that's where I was going with that is, all call outs are not created equal, but you cannot have a system that's based on how legitimate is this person's call out versus that person's call out. Like, that is no man's land, and you can't be there.

And so you're exactly right, so I am going, that's very much how we walk up to. We need to have a policy that does not care about What, what is going on with people or what's going on in their personal life or how they feel or things like that. We just, we can't make that. I think one thing that I would say here too, going into this conversation, if we're going to talk to the other veterinarian and try to get a pulse of this going, in defense of not having a policy, not saying it's the best way to go forward because we're clearly seeing, hey, we're starting to see a problem and we're going to probably need a policy.

I am a big believer in not sweating policies too much, unless there's great risk of not having the policy or we're starting to see a problem, at which case we can make some adjustments, you know what I mean? And so what I mean with that is oftentimes. And I can tell you how I grew my business. We did not have a policy.

We did not have a call out policy, things like that. And part of it was because I, and when it's not a problem, I was like, Hey, you know, we have a small team.

Stephanie Goss: Why would we need that?

Dr. Andy Roark: Exactly what we, I mean, I could see how we would need that if we had 20 employees, but when we have six, you know what I mean? Like it, it doesn't feel like that big a deal.

Part of it is just life experience. You come along later on and learn like, okay, it's good to have a policy in place. But I. I do, I'm always forgiving of people, I think, who have done stuff because they really want to make a good life for their employees or their like, and I can see, I think choosing good intent is not our management is stupid and lazy and they didn't do the obvious things.

I think assuming good intent would be, hey, I believe the management was here, probably wanted people to have some freedom. They didn't want people to feel policed. They want to be supportive of people and let them get what they need. Great. If you get into that headspace, it will help you talk to the rest of the team in a very positive, supportive way that makes them feel seen and also opens up the conversation about how things are sort of changing now and why we're going to want to start to put some policies in place without making people feel defensive of what we've done in the past.

Stephanie Goss: And I think it's really important to make the distinction that our writer did not assume malintent here. Like, they were not, they did not, like, nothing in the letter said, oh, they're, lazy or, you know, just not doing their jobs. And I want to, I think it's a really important point about assuming good intent and we've talked about this in podcasts previously and you and I both have had experience with this because what was said was that, you know, the management team is recognizing the frustration and the stress that is happening with the team that's showing up.

And they said the management team recognizes this, but have not done anything about it. And the thing that I think is really important from this, let's assume good intent and recognize that as someone in HR, we cannot always tell you what is going on behind the scenes. And so I think assuming good intent when it comes to addressing the concerns, it's really important to ask yourself again the question of, is it possible that things are happening that I don't know about. Sometimes the answer is legitimately no, because you're in a small enough practice, everybody's in everybody's business, and maybe you have the practice owner who is telling the associate everything, or the manager who is telling the associate everything.

That could be true. And I think from a headspace perspective, in general, we should ask ourselves, is it possible that there's more to this story? Is there possible that there's things that I don't know?

Dr. Andy Roark: Yeah, I completely agree. That's, I think that's good headspace. And again, I love that you called out that our writer did not sound that way at all, but those are things that just, again, headspace is about getting yourself in the right headspace to have the conversation, and so, and he was not reacting to anything that he or she said.

So anyway, alright, that's it. Let's take a break here, and then let's come back and let's do action steps. And when I do action steps, I think we need to split this into two, and I think we can do this and do it efficiently. I think we should talk about, Putting the protocol into place and starting to frame this up and then I think we should do real quick the we should address the problem of this CSR is amazing and does everything exactly the way that we want and nobody else does or they don't know how to do it like she does and that's a spreading knowledge problem So we'll address those separately because they're very different things

Stephanie Goss: That sounds good. 

Hey friends, our dear friend, Dr. Amanda Donnelly, just released a new book that you should have on your shelf as a practice resource, it's called Leading and Managing Veterinary Teams: the Definitive Guide to Veterinary Practice Management. Not familiar with Dr. Donnelly? Well, you should be. She recently did an episode on this very podcast about accountability in our teams. 

And if you missed it, you should definitely check out episode number 273. When the vet won't go faster because Amanda is a wonderful guest. And if you don't have a copy of her book on your bookshelf, you need to head over to Amazon and get yourself one today. You'll thank me when you're loading up your brain with tips and tricks on how to affect positive change in areas like culture, team development, daily operations in your practice, how to implement effective team training programs, how to recruit and retain the best employees and so much more. Amanda has absolutely jam packed this book with amazing resources and you can find even more on her website to download after you purchased the book. The resources are like a hidden treasure map and the book is the key, which is so Uncharted. I absolutely loved it. So head on over to Amazon and grab your copy. Now there's a link in the show notes below. And now back to the podcast. 

Dr. Andy Roark: All right, so let's jump into this. You and I are 100 percent eye to eye, and I think this is very much what our writer was writing about as well, is we've got someone, they're calling out a lot, there's no system in place, the rest of the staff sees this, and they're like, well, I mean, she calls out all the time, and why, I mean, I don't feel good today, or, my kid is homesick from school, or, like, like whatever, and so I, should be able to call out sometimes too and, there's a fairness in that.

And so you and I are eye to eye on. We need to introduce a policy that lays out expectations around people being able to call out. And that, that feels fair to people who have chronic illnesses or invisible illnesses, things like that. Everybody gets the same treatment. Everybody, there's a system that is fair.

Now that does not mean that someone who does not have a chronic illness might necessarily be able to call out as often as someone who does have a chronic illness. But it does mean that if they were diagnosed with such a thing, then they would have that ability, you know what I mean? Stuff like that. And so, anyway, let's, the policy, for me, to get a policy in place, one of the things that— the first thing you have to do is be able to clearly state the problem, and then communicate the pro, the consequences of that problem. Meaning the problem is not that Sandra calling out all the time. The problem is that we don't have a policy that lets people know what's expected as far as the amount that they call out or when they can call out or what what is acceptable for calling out and things like that.

And when we don't have that policy, other people don't know what to expect. You know what I mean? We're starting to have more callouts and it's not fair to the people who are on the floor because they don't know who's going to be there to help them and we can end up short handed in a way that if we knew ahead of time we could staff for, but we can end up in a bad place. And so that's why we need to talk about this policy.

Stephanie Goss: And I think the biggest problem, speaking from both sides of the coin here, from the manager's side and from the employee's side, the biggest problem with the lack of policy is not so, usually not so much when you can call out or how to call out like that's pretty standard. Like how do you let them know that you're not going to be in for the day?

Right? Like that. Nobody cares about that part. The part that people care about both the employees and the management is where's the line that says this is acceptable, and then this is not acceptable in terms of the quantity. I think that's the biggest challenge for the employees because I think everybody wants to know this is the standard, and then once we've crossed over, we're like do we go, that's where the flowchart should begin. I think that's how most people feel.

Dr. Andy Roark: Yeah. No, I agree with that. I like the flow chart idea. And so anyway, I think laying down the consequences of not having a policy in an empathetic way, I think that's good. That's just to get people to not feel targeted, hopefully, and to not feel like management is coming in and they are taking away our ability to call out.

It's like, it's, we're not, we're just trying to get this standardized so that everybody knows what's happening and, we all have clear expectations of each other and we can have a certain amount of certainty and you guys can know what's expected when you call out. And so it's just about us.

We're getting big enough and we're seeing enough call outs that we just, we need to get some, we need to get some clarity here. And I think you can do that in a nice way. I don't know if this needs to be said, but I would say as we start these conversations, start with a clean slate. I don't think you can go in and start these conversations and say, Anne Shannon has already used eight of her days. Like, that's not gonna work. 

Stephanie Goss: Starting from today forward.

Dr. Andy Roark: Exactly right. It's gotta be, it's gotta be a clean slate. Not, you know, not holding the past, but, against people, but let's get started now. And you say, but Andy, it's, you know, We're, 40 percent through this, through the year. It doesn't

Stephanie Goss: You didn't have a policy.

Dr. Andy Roark: Exactly. You didn't have a policy and so you're going to suck it up and you're going to start now.

And now you're going to have a policy. But that's it. Amnesty is basically what I'm saying. You give them amnesty. And again, because this is about making the practice better going forward and not penalizing people for things in the past. That's just not fair. We don't want that.

So yeah, that would be it. Determine what constant constitutes an excused absence or what is a call out? What again? This is sort of an HR question too of what requires a medical note excuse, things like that. What kind of policies are you going to put in place that let people call out and say this is a medical issue.

And are you going to count that towards absences? You know, what is your policy going to be?

Stephanie Goss: Yeah, it's interesting. I could like either blow a lot of people's minds or really piss a lot of people off here. But I think it's funny because how, my thoughts have evolved as, a manager on, this and, The more we've done this podcast and the more we've kind of talked about things and the longer that I have, been a manager, it's funny because I look back at, I look back at the attendance policy.

I actually have my handbook from my very first practice. And I look back at some of the things that I helped write and also that I was responsible for enforcing. And I'm like, actually, there's part of me, and this is a good clinic where my owners, our practice owners, treated us amazin[gly] as team members.

I'm kind of ashamed at some of our attendance policies because of the way that it. Made people feel as an employee like it was that it was standard practice back in the day like you miss You know two or three shifts or whatever number in a row and you have to bring in a doctor's note

Dr. Andy Roark: Yeah.

Stephanie Goss: Look, I don't care if somebody like if somebody I don't want somebody just as an employee who has lived paycheck to paycheck. Do you know, do you know how hard it is to have to spend the money to go to the doctor if you have the stomach flu for three days?

Like, so, it's funny, I, the excuse absence piece has always been a tricky beast because there is part of me that says, well, there should be consequences for constantly calling out at the last minute, and the reality is, Do I, am I really more prepared if they call me at 7pm or 10pm the night before when they start puking versus getting the message at 8am when I get into the clinic?

Not really. I mean, maybe sometimes I can have somebody come in and it's not like a last minute rush in the day. And the reality is, like, finding coverage and dealing with that is my job as a manager. And I don't know that any attendance policy can work you out of that job. And so it's been interesting, like, I wound up in a place where I don't care.

There's no, there was no more excuse and unexcused. If you had time to take Then an absence was an absence and it didn't matter and the flowchart only started if someone called out and they didn't have time to take. Because as employers, if we're giving employees time off, why do I care why they're using it? Really? Because if I care, It only creates more problems for me, from an HR perspective, because that means I know more about their lives than I probably should know.

Dr. Andy Roark: So, so walk me through this. So walk me through your flow chart then, because if you're like, well, I'm not going to ask for a doctor's note and you know, how is that, how does that ultimately play out to be any different in your mind than not having a policy?

Stephanie Goss: So, so, I'm not saying not have a policy, but what I'm saying is, okay, if we give employees time off, especially if we give them sick time and vacation time, which I'm all…

Dr. Andy Roark: That's important. That's an important distinction because it sounded like you were saying, I'm just taking it out of their time off and I'm like,

Stephanie Goss: Well you, you could, so I've done it both ways. Because in Washington, you have, to give sick days, you have to give a certain amount of sick time. It can be one bank together, but anyways, neither here nor there. If you have time, they have time to take it. What if I have a policy that says, okay, if I give you two weeks of time off or three weeks of time off in a year, I still track the call outs.

I still track the attendance. And if you have time in your bank, I don't care. You're taking the time that we've given you. Use it. It doesn't matter if you decide at the last minute that you need a mental health day or that you're puking with a stomach flu. If you have the time to take, take it. Once we reach that, so I'm still tracking it, there's still a policy in place, and my policy starts with where the team gets hacked off, which is, okay, we get 14 days of vacation or 14 days of time off a year, and here's Sophie, who's now missed.

81 days in the year, right? Like the, problem for the team is the gap between what we get and where we end up. And so most of us don't start documenting the chronic problems until they've become really chronic. So if they have time off to take, they take it. And once we hit that point, then it becomes a what, where are we going with this call out? Is this something that happened on a one off? Okay, fine. Then they get like a point system, right? So if somebody calls out and they're like, hey, I have, that's when I do start to get into the reasons why. Because if someone doesn't have time to take and they say, hey, I had to call out because I, you know, am going through a medical condition.

Great. I want a return to work note. I don't care why you're missing work. I want to know how it's impacting you moving forward. So have you been cleared to come back to work with no restrictions or like our CSR? If they are a chronic migraine sufferer, then tell me how I can support you as an employee moving forward.

Because that's how I make the distinction for the team. Because there is nuance here with the ADA and what is considered a disability and what is not when we're talking about chronic disease. And so I think HR does have to wade into the waters in terms of knowing what's going on in the employees lives.

And I've just become a big advocate for, I don't want to have to care until we cross the line because that leaves me out of I don't care if you want to go take the night off or take the day off because your best friend decided to elope to Vegas, go. I don't care because I've given you the time to take off.

Now I'm going to let you take it. It's when we cross that line that we start to have a conversation. Problems. And so that's where for me, I want to deal with it. But I recognize that a lot of people are just like, Oh my God, I can't even, I can't even fathom that. But really for me, that's how I can be a good employer for them is.

If I'm giving you your time off, take it, and you don't have to tell me.

Dr. Andy Roark: Well, the idea of having someone who gets migraines go and get a doctor's note because they have a migraine. That's hard to stomach, you know? So, so, I think that's true. So anyway, that, but that's why I said, I think, I'm glad we talked about migraines because I think that's just a really good example of this type of thing where you say having someone who gets migraines go and get a doctor's note when they've got a migraine, which they get twice a month or since they and they have since they were a child that feels kind of like insult to injury, you know, in a lot of ways.

And so I think that we should just think through these things of what is your policy going to be? What requires a note and what doesn't?…. What is time off? What is sick time off? How do you want to navigate this? But ultimately we need to move people into a system where we can track these things.

And yeah, where we can track, the first thing is track them, but then the second thing is to have some categories and some buckets that we're kind of moving through. you mentioned this too about the return, conversation or the return note and talking to the migraine sufferers.

So that's on my list of action steps as well is, for I would highly encourage you, strongly encourage you to before you roll this out to the team, sit down with that person and talk to them so that they are not scared when they hear this, they don't feel targeted when they hear that. And just say, this is coming, be supportive of them, let them know kind of where they are.

This is not going to be anything sort of about the past, but we're going to be rolling this out. What can we do to support and help? But I wanted you to know that this is coming. And again, a lot of people that I have worked with who will have migraines, they will feel fear that…

Stephanie Goss: Oh, absolutely.

Dr. Andy Roark: What if I have, what if I have a terrible spell of this? What if I, what if this becomes awful and I'm not able to leave? Is that what you expect of me? And I just, I think we should have a compassionate, honest conversation with them about, look, there needs to be a system to work through this.

And it's just something because as we've gotten bigger, we've had, we have to have a policy. This is what I need from you and you know, these are the things that help me when you go out as best you can. Again, I know sometimes migraines come on and there's nothing we can do, but if you know the night before you first thing, when you start to feel an aura, if you could let me know anything like just, open communication, that's not punitive or anything like that. But how can we help each other? You can have that supportive conversation around the introduction of a policy and hopefully take fear away from this person or take shame away from this person so they don't feel like this whole thing is getting put in place because of me. There's some interpersonal work there.

Stephanie Goss: I think going back to our writer as the associate, I think part of what is important when you're The, when you're having a conversation with the practice owner and the practice manager about the lack of policies and where you're going to start with that, I think it's really important to recognize, and a lot of people do not, the distinction between having a policy for call outs.

Having a policy for call outs does not address the concern with the CSR who is in a bucket of leave of absence and time off for medical reasons. Those two things are not the same. And the rules that we have to abide by from an HR perspective are not the same thing. And so we have to, that's where I said it's important to help your practice owner and your practice manager establish the line and that way when the manager has the conversation with the CSR it should also be about the rest of the team, for the rest of the team to acknowledge, this is the conversation about calling out and what an acceptable amount of absences might be. And we want everybody to know that there are also circumstances which may qualify a team member for a leave of absence. And those two things are very different. And I think it's important for the whole team to recognize that.

Dr. Andy Roark: Yeah, I completely agree with that. I completely agree. All right. So let's draw this to a conclusion here as far as the policy, because I feel like this is kind of the action steps and kind of where my head would be and then sort of how we would start to talk empathetically to staff and roll this out. I want to switch over real quick to the other part of this because I think it's really interesting. This is our migraine sufferer who goes out a lot. Holds the keys to the communication and customer service that we want to provide and so, 

Stephanie Goss: They are a rockstar.

Dr. Andy Roark: they're a rock star and so when they go out, it's, it, the team is really hurt because like we're, the Lake, Lakers and LeBron James goes out like that's a big deal.

And so, so, so what do we do with that? I think. In this case, I do think that we can go to this person and again, how we do it is important. I'm not training replacements for this person. I am going to this person and saying to him or her, you're fantastic. And you do these things really well and I would really like your help in getting the rest of the staff up, up on, what you do now in order to make this happen. First of all, it's very flattering when people come and say that to you.

Stephanie Goss: Sure.

Dr. Andy Roark: The role of good management here is not to say to someone, Stephanie Goss, I love what you do. I want you to train other people to be like you are. That's, it's too nebulous. I don't know what that means. I hear that all the time. All the time is people are like, Oh, she's amazing.

I'm going to have her train the staff. And I'm like, train the staff to do what? And they're like, be like her. And I'm like that does not work that doesn't work and what does that mean and so from a management standpoint I think we need to think a bit about what exactly does she do that's great and they're like she does everything great. I'm like, okay, then you need to pick something then you need to pick something. You need to make a list.

Stephanie Goss: List every good quality that she's got.

Dr. Andy Roark: Make a list And then, instead of going to her with this huge Herculean one or two year program, take the number one thing and go to her and say, hey, would you help me train people on this thing? And then put it on the schedule. And then just start clicking down the list. Too often we wait because we're like, this is going to be a big deal.

Make it a small deal and schedule it. And then schedule the next one. And just make sure you keep scheduling them. Because this dies when you stop scheduling it. But that's basically it. Create a list. Put them in place. Prioritized order of what is most important for you to communicate and that can be based on I don't know what systems are most important you're like, wow, we really need help when emergencies come in. Great.

Go and tell her you want to work on front desk emergencies. Or, look at pain points. Say, Wow, we really are dealing with a problem where the techs are getting mad because front desk people are doing this thing. Great. Take that pain point and give it to her and say, This is what we want to do. Set your tone.

Set your training on the calendar, make sure people have space to actually do it and follow through. Training like this is an investment and it will never be convenient. It will never be convenient to pull her and the other people off the floor. It won't. This is an investment and so you're going to suck it up and you're going to make the investment.

If you do that, the more training the other people get, the less it's going to hurt you when she goes out. And she's going to continue to go out. You know this is going to happen. It's unfortunate. I wish, God, I wish there was a cure for migraines. There's not. And so, anyway, that's, what I would sort of say with that, is the big thing is make sure she doesn't feel like she's being replaced. Break up what you want to do down into pieces, schedule them, get on the calendar.

The last part I'll say to this, I'll say is, this a lot of people say, she's amazing, and so she needs to train other people, and what I would say is, if you know why she's amazing, Then perhaps she doesn't need to train other people because you know what she's doing. Why don't you train other people to do it the way that she does it? And oftentimes someone who's really great at a skill is not the best person to train other people. You know, again, go back to LeBron James. He's an amazing basketball player. I'm not a huge basketball person, but he's amazing. I don't know that he's the best basketball coach. I have no idea. Those things are not related.

And so, sometimes having those rock stars and having them participating in the training as someone who agrees to role play with you, or to go first when we share around the group, how we do things, they can be wildly valuable participating with other people. And then the other thing is, if this is a stressful thing for them and you think they might not be able to make it to the event, you can still run the program. And so anyway, those would be the things that I would think about training.

Stephanie Goss: Yeah, and I feel bad because I feel like we might have left the episode with our associate doctor feeling like, okay, great, so I just can't do anything about this. And I think that I think that you can. And I think there is, very much nuance and legalities, and I think that the best thing that you could do in your position is to say to your practice owner and your manager, Hey, I'm hearing and seeing some things with the team that make me think that there is concern over the perception of lack of fairness or lack of equity in this, situation here. What can I do to help support, maybe get an attendance policy in place, or some leave of absence policies in place, or, you know, just get the rest of the team understanding that things are being worked on here? Um, because that's really where you're at in your position, and they may be able to tell you, but they remember that they might not.

And so, I think the important thing is you absolutely should, yes, you should have an attendance policy. You should also have leaves of absence policies, and someone who has the skill and the qualification should be helping your team navigate this circumstance. Like, I don't want our associate to feel like they should just be stuck feeling angry and irritated. They absolutely, like, the feels are absolutely understandable and recognizing that someone should be working through this and recognizing this is not a, we can just slap a policy down and the problem goes away kind of situation. There's a lot of nuance to it and it's important to kind of work it through.

And so I think it is important for our associate to say. Yes, if you recognize that you have power in this situation because the practice owner will listen to you or you feel like the manager will listen to you, by all means, advocate for your team and speak up here and say, you know, not just Stephanie and Andy said I should have these policies, but like, these are policies that every practice should have.

Dr. Andy Roark: I agree. I don't want the writer to walk away feeling like they don't have action steps. So here I guess I let me summarize mine real fast and they're in line with yours. But I will tell you as an associate vet I've learned is, I've got scars I can show you. The way that I would do this is I would go to the manager, I would go to the owner, I would go to the power to be and I would highlight the benefits of an attendance policy.

I would go and I would talk about fairness. I would go and talk about clear expectations. I would go and talk about not wanting to get to a place where we are surprised to find ourselves short staffed. I would, talk about how much easier it's going to be to start this now than it will be down,

Stephanie Goss: Down the road.

Dr. Andy Roark: If, yep, if like that. So I would go there. I would not try to freak him out. I would not be like the every everything is gonna fall apart. Like I wouldn't do that. I would, but I would just go and I would talk to him and say, I think there's real benefit in this. I think we should talk about it. I would. I would not catastrophize, but I would talk about the benefits that come from a policy where everybody knows what the expectations are and just and start with that.

So I would start with that up front. So that's a nice thing. And then the second thing I would do, and I would wait a little while. Okay. Cause again, I, one of the mistakes I made is I would bring a pile of problems to management and overwhelm them

Stephanie Goss: Right.

Dr. Andy Roark: would get done or they'd shut down they'd be like,

Stephanie Goss: You? You overwhelming someone?

Dr. Andy Roark: Yeah with new ideas and enthusiasm about change. Yeah, it's happened. So then I would wait a little while and then I would come and say, hey There's a couple of things that I think our rock star at the front desk could help the other front desk people do really well these are the specific things.

Dr. Andy Roark: I would give them, I would give them two or three. And that's all I would give them. And I would have a list of ten, but I would give them two or three.

Stephanie Goss: Yeah, I love that.

Dr. Andy Roark: Then I’d say, hey, these are the things. And then I would hope that they would get excited about it and then I could just jump in and cheer how great the first things went and then say, oh here, if you need suggestions of other things here, I got a couple more, but I would do that.

So those would be my two big takeaways. Those are two different conversations, but I think you could have both of them and hopefully get them rolling the right direction. 

Stephanie Goss: I love it. I think that's I think that's a wrap I think

Dr. Andy Roark: I think that's it. 

Stephanie Goss: Um, okay, have a fantastic rest of your week Andy and everyone who's listening. I guess we'll catch you next time

Dr. Andy Roark: Thank you, Stephanie. Take care of yourselves, everybody.

Stephanie Goss: And that's a wrap on another episode of the Uncharted  Podcast. Thanks for joining us and spending your week with us. If you enjoyed this week's episode, head over to wherever you get your podcasts and leave us a review. It's the best way to let us know that you love listening. We'll see you next time.

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management

May 01 2024

We Can’t Get Clients In

Clients are feeling extremely frustrated by not being able to get seen with a sick pet quickly enough for their liking and unfortunately, the front desk is taking the brunt of the client frustration. This week on the Uncharted Podcast, Stephanie Goss and Dr. Andy Roark jump headfirst into another mailbag episode. They received an email from a practice who is absolutely drowning in clients. They have 5 doctors offering care weekdays AND weekends and they still can't keep up. This practice is pleading for suggestions on not letting the constant backlash wear them down at the desk or on the phones. The team feels like this can be an amazing field to work in, but are feeling like its hard not to dread coming in when the bad calls start to outweigh the good. Let's get into this episode…

Uncharted Veterinary Podcast · UVP – 285 – We Can't Get Clients In

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

Do you have something that you would love Andy and Stephanie to roleplay on the podcast – a situation where you would love some examples of what someone else would say and how they would say it? If so, send us a message through the mailbag! We want to hear your challenges and would love to feature your scenario on the podcast.

Submit your questions here: unchartedvet.com/mailbag


Upcoming Events

🌟 Ready to transform your practice's approach to conflict management? Join the Uncharted team for a dynamic conflict management training program during the Hive Event in Minneapolis on June 15th & 16th! This one-day intensive workshop, led by industry experts including Andy Roark, Stephanie Goss and Maria Pirita, will equip you with the skills and tools to handle and train your team in resolving conflicts effectively. This isn't your typical lecture-based training; expect engaging, round-table discussions where you'll dive deep into real-life scenarios, developing practical strategies that can be immediately applied in your practice. It's an investment in your team's harmony and your practice's future. Secure your spot today—check out the link in the show notes for more details. See you in Minneapolis for a day of growth, learning, and fun! https://unchartedvet.com/conflict-management-hive-waitlist/

🌟 Enhance your team's client communication skills with Dr. Andy Roark's Charming the Angry Client on-demand course! Designed for the entire veterinary team, this course offers a year of access to three practical programs: Using Active Staff Training, Charming the Angry Client with essential tools for handling complaints, and Case Study Examples for interactive learning. Empower your staff to handle difficult client interactions confidently and effectively. Enroll now and transform your client service experience! https://drandyroark.com/product/charming-the-angry-client/

Upcoming events: unchartedvet.com/upcoming-events/

All Links: linktr.ee/UnchartedVet


Episode Transcript

Stephanie Goss: Hey everybody. I am Stephanie Goss and this is another episode. Of the uncharted podcast. This week on the podcast, I had a great time talking through a mailbag question with Andy. We got an email about a clinic that is absolutely slammed with appointments. It's a bigger practice. They've got five plus doctors and. They're generally having multiple doctors see appointments every day, including Friday and Sunday as well. But they are just absolutely slammed. 

And the front desk is seeing constant backlash from owners who have sick pets and can't get in. They're wondering how to communicate with the owners that they're doing the best that they can. They're seeing as many patients as they can. And they do still care about their pets because we all know that pet owners, when they're worried can be very intense. 

And so they asked if we had any advice for not letting the backlash wear them down, especially when owners are taking out frustration on the team. Let's get into this.

Dr. Andy Roark: And we are back! It's me, Dr. Andy Roark, and the one and only Stephanie, when can I see you again, Goss?

Stephanie Goss: I really wanted you to sing that one for us.

Dr. Andy Roark: (singing) I, when, can I see you again? 

Yeah. I failed my personal development exercise when I took a break from improv. I took a season off, which is like, it's like four months. I needed a break. I was tired. I was just, I was doing too many things. And whenever your hobby starts to become, whenever your hobby feels just like your work feels that's a bad sign and I love improv comedy. But it was just another meeting on my calendar, you know, like at the end I was like, It's like “what's my monday look like I've got this and then I've got this thing from 7 to 9 on Monday. You know, and then Friday I've got this and then Friday night I've got a 7:30 to you know, 10 a thing” and it was just, it was another meeting. It was another public speaking engagement is what it was feeling like which is sad. But it's like boy when you start feeling that way you gotta take a break So I took a break and then I told myself I was like i'm gonna take a break from improv and i'm gonna take singing lessons because I like to sing and I'm not remotely good at it.

And then I never did it. I chickened out and now I'm going back to improv. I have been looped back into improv which I am now, I am ready to go back. I think people should feel much better about taking 3 to 6 months breaks from their hobbies. Like, I think people, I was always terrified.

I was like, if I quit my hobby, I'll never do it again. And they're like, well, if you don't ever do it again, it's because you don't care. It's because you don't want to do it anymore.

Stephanie Goss: It’s because you don't really like it. Yeah.

Dr. Andy Roark: Or you're just done with it, which is, like, that's not failure. It's time to find something else. But anyway, the improv bug has bitten me again.

I am ready to get back to it. But I didn't have any, I never did my singing lessons and now I don't know if they're gonna happen. And this affects you, Goss, as much as it affects me, and I just want you to think about that.

Stephanie Goss: Okay. I'll continue to be the singer in our partnership.

Dr. Andy Roark: That’s okay. That's right. You'll be, it's funny. You're the singer who does not sing, and I am the not singer who belts it every now and then. Oh, man.

Stephanie Goss: Yeah. Yeah. Well, you know, Maria Pirita can take the singing lessons for you. She is…

Dr. Andy Roark: She’s…

Stephanie Goss: It's so funny because I love her so much. She has such a competitive spirit. 

Dr. Andy Roark: Oh yeah, all I have to do is say to her, I can sing better than you. And then if you said that's true, we wouldn't have to pay for her singing lessons. She would pay for her own singing lessons to make sure that everyone knew that it was true.

Stephanie Goss: Yes, it is, she is quite competitive in that way and the three of us were, where were we? Denver? Kansas City? I don't know. We were somewhere and it’s all a blur.

Dr. Andy Roark: It's amazing, like, I don't remember like, it's all a blur. It's like, buddy, we're living a Johnny Cash song these days.

Stephanie Goss: On the road again

Dr. Andy Roark: I know, we're gonna be, we're gonna be in Minneapolis in June. Like, the Muppet Show rolls on.

Stephanie Goss: It totally does. But we were somewhere, the three of us, and we went to get tacos because that's a thing. And I was singing and Maria was just like, well, I can't sing because you just have such a good voice. And she's like, I need to take singing lessons. And that's when the whole thing started.

And she, unlike you, has actually started taking singing lessons. So, I'll be curious. I'll be curious when we're together again. We'll have to, we'll have to rope her into some singing and see how she's improved.

Dr. Andy Roark: Oh man, yeah, no, I agree. Alright.

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

Dr. Andy Roark: It's great. It's great. Well, we've been, we're busy. We, as we're recording this, we recently did the Practice Manager Summit and it was awesome. It was awesome. It was the biggest Practice Manager Summit we've ever done. The feedback on it was phenomenal. Just phenomenal. It was really outstanding. And so you and I are just gonna, I think, uh, basking in the afterglow 

Stephanie Goss: And then we've got, yeah. Medical Director Summit coming, like, at the end of May, and I'm super excited about that. The summits have been great, and I love getting together different groups of practice leaders, you know, like we had done our Practice Management Summit earlier this year, and we're gonna have the Medical Directors Summit happening, and that, I'm excited about that, because it's fun to bring together, um, people who are in the same position, but in all different types of practice, private, corporate, big, small, ER, general practice, all of the things. So I'm really looking forward to that, but you're not wrong. We are busy bees, busy bees.

Dr. Andy Roark: Yeah, it's funny, you know, remember when you're in your 20s and people are like, We're gonna go to this bar and then we're going to this club, and then we're gonna go dancing and you were like, yeah! And then you were in your 30s and they're like, We're gonna go to this bar and you're like yeah!

And then we're gonna go this club and you're like, ooh! And then we're gonna go dancing and you're like, oh, that's, we're starting to get close to that. I'm just like, oh! Young party Andy is like, oh, this is, I'm excited about all of these things. I'm just gonna, I'm gonna need a nap between each one of them, or this is not gonna happen.

But that's where I am.

Stephanie Goss: We've hit that, we've hit that.

Dr. Andy Roark: Exactly. Alright, let's do this mailbag question.

Stephanie Goss: Okay, let's do it. 

Dr. Andy Roark: Let’s do this thing.

Stephanie Goss: Okay. So I'm excited about this one because we got a question about the front desk. So it's from a clinic who is just absolutely slammed with appointments and they are a bigger hospital. They've got or I guess medium sized they've got five doctors And so generally they've got two to three doctors seeing appointments every day.

They see appointments on Saturday and Sunday. They book their entire schedule full. They also offer drop offs. They've got same day appointments books you know, same day slots saved and then they're taking a few emergencies on top of a fully booked schedule and so they're struggling. This is from a CSR who is struggling because they feel like every day there are owners who are frustrated because they have a sick pet and they can't get in for a week and a half or two weeks and you know that the answer is you know, we, here's what we can do, or when they've hit the tipping point already in the day by the time the owners call, they, are having to say you know, we can refer you to the local emergency hospital. so their question was kind of twofold. One is they were looking for some advice on how to say the thing, right? From the two of us like how do we tell owners that we're Doing our best to get as many patients in and we care about their pets. And this is what we can do for you, right? Like how do we frame that in a way that goes over better than it's currently going over and they wanted to know if we had any advice for not letting the constant frustration and anger and upset, which is understandable from their perspective, but how do they not let that get to them?

Because they are feeling like, you know, this is a great field to work in. And there are several of the CSR team that are just really struggling with feeling like, I don't want to come in. And I especially don't want to be on the phones when I know that I'm going to have to tell people, “Sorry, we can't see you.”

And then they're going to be frustrated. And so I thought this was a great set of questions to work through.

Dr. Andy Roark: I love this. There's a lot going on here. And so I want to get right to work on this. Now, the first thing that we have to do just for us, you and me in this podcast, but then also at the clinic, this is two problems. And if you keep them as one problem, it's going to be a big tentacled monster. Yeah. You can't get your hands around.

And so we got to split them into two. So we have a problem with getting the client seen and we have a problem of dealing with the backlash. And I think that's important because. And I don't think that's what they were saying when they wrote, but you could read this as “How do we tell clients that we're unable to take care of them, or that we're unable to help them again and again?”

That's like, well, the first thing would be see, is there a way that we can help them? And then we don't have to tell them that we can't help them. And so anyway well, let's get into that. So the first thing is getting clients seen. And the second thing is dealing with black backlash. So, the headspace, we always start with headspace.

I'm going to say a thing, Stephanie Goss you have heard me say so many times, but here it goes. Do you want to guess what it is?

Stephanie Goss: I have an idea, but let's see if I'm right. Go ahead.

Dr. Andy Roark: All right. If you're surprised by something again, and again, at some point, it's not a surprise, it's your business—

Stephanie Goss: It’s your business model.

Dr. Andy Roark: Yes, and if, surprise, we have pet owners walking in with sick pets or calling with sick pets again and again at some point. Not seeing pets is your business model.

And like you you cannot act surprised anymore. And again, I'm not coming down on this writer. Like I get it. I really do get it, but you got to see that this is a problem. And so not seeing pets, it really is a problem. Not seeing sick pets, not seeing pets in pain. That is a problem. And again, I am not coming down on this person at all.

I know this pain and this struggle, but let me just lay out why this is a problem is. If you deal with people who have, who are motivated by purpose, and purpose is helping pets in need, and we're taking in happy puppies and kittens, but we're turning away dogs that have pus coming out of their ear, that's a values problem for a lot of people.

And that, that can be, that can really, be hard on the team if they stop and they look at it. Also, from a client perspective, you know, one of the things that we teach in Uncharted is that trust is the cornerstone of our business. We are a relationship business and everything we do should be around building and maintaining trust. And turning people away when they feel like they're in need That's hard to recover from a trust standpoint It is hard to get someone to trust you and then when they're like my dog has torn his dew cloth and there's blood everywhere and it's terrible and he's in pain and he won't start licking you're like, oh, well, yeah, how about next week?

How about next week like that's not the messaging of a trustworthy Like confidant and advisor. And again, I have, I've been on the other side of this, so please don't think I'm coming down on and saying, oh, people are dropping the ball but I think we have to own what a problem this is when it happens.

And so anyway, if you're surprised by something again and again, at some point, You can't be surprised by it anymore. It's your business model. And then two, not being able to see people, it is a really, it is a significant problem. And so we have to start there and lay those things down.

And then we can go into the systems of getting them seen, or we can go into the approach for not taking it personally from a headspace standpoint. Do you have a preference? What do you want to talk about headspace first? Do you want to talk about headspace for Getting into the problem or getting into the reaction to the problem.

Stephanie Goss: Yeah, I think, I think I have one more thing to add to, your perspective about it's, if you, if it happens over and over again, it's your business model. And I feel like As someone who started at the front desk, as a former CSR, I feel this person's pain for two reasons. One is, to your point, the pain of, when this happens, you've been there and it hurts.

Like it, everybody gets here at some point. You get super busy, whether it's because somebody's out sick or because you're just overwhelmed with clients. Everybody goes through this. And I think the second piece of the headspace here is, for me, is about recognizing what you actually can control as a CSR because when I hear you say, you know when it happens over and again, it's your business model and having been the employee of someone who could do something about that and being the person who couldn't do something about that on my own in the moment.

I think the headspace piece for me for the CSR is to recognize the wisdom in your headspace advice is, it's obviously, but I think it's really applicable for the people who can make decisions in the practice. And so I think from a CSR perspective, like recognizing what is actually in your control, and it might not be in your control to change the business model. It is absolutely in your control to advocate for change in the business model.

And so don't think that just because you can't make the change that you don't have the capacity to, lead change, lead, lead people to change. I think that is one of the things to remember: you can always lead from the middle of the pack. It does not have to be by title.

Dr. Andy Roark: Yeah. I think that's totally fair And I'm really glad you said it too. When I say it's your business model, the CSR is like it’s not my business model.

Stephanie Goss: It’s not mine. 

Dr. Andy Roark: And I do agree with that and that is very fair. So, okay, so I just Jumped right into looking at the problem holistically.

You're right. I think framing up from the point of CSR is important So here's headspace. I think for our CSR a person who's writing in is one. I would say I would write down on a post it note in a place that I could see at the words. It's not personal. Which is this, you know, these people are mad like they are mad There's no way that you can tell them you're worried about your personal life pet and we are not going to see your pet for a couple of days and not have them get mad.

They are going to get mad. And if you internalize the idea that they are mad at you and they are talking to you and they will try to make you feel bad because they want you to figure out how to get them in. And so they are pointing this at you, but they're not mad at you. They are mad at the hospital.

They are mad at the situation. They are mad at whatever. Whatever, higher power. Yeah, life, whatever. Like, they are mad. Why is my pet sick? Why is my pet injured? Why do pets die? You know, like that, all of that is anger and frustration. They're mad at themselves because they wish they'd possibly come in earlier.

They feel guilty because, you know, they, took the dog to the dog park and they knew that sometimes things don't go well when they, whatever, like, there's a million things for them to feel mad or angry about,

They're pointing all those things at you, and that's not fair, and you can't take it personally.

Stephanie Goss: And I think we have to remember how strong of a how strong of a reaction fear is, because one of the things that's really easy to forget working in the veterinary profession is, we know what emergencies truly are, and we know what is truly not necessarily an emergency, and we know the things that can wait, but to the average pet owner, and I've really been reminded of this, past week, because I've been visiting my parents, and they have a new newer to them puppy, and, you know, I've been having some conversations with my mom, and it's really It's really easy for me to look at the dog and be like, Oh, I know the course here.

Like, I know, I can just look at this situation after 20 years in vet med and say like, I know these things that you need to do. And I, she was just like, super taken aback at what I said because to her it seemed really extreme. To me it seems like, oh, this is just the next thing that needs to happen. And I think it's really easy for us to forget how much pet owners can get fearful.

And to your point, if a pet tore their dewclaw and they're bleeding all over the house, like it, I could totally imagine where that would be really scary to an owner, especially potentially a first time pet owner. And when we're dealing with frustrated people all day long, it's really easy for us to lose that empathy.

Dr. Andy Roark: Yeah, I completely agree. So I think that's, I think that's important to file away. One of the things that helps me, honestly, is this idea that we seek in the clinical side. And so, you've heard me say before, people are simple animals. And I, that's, it's not about how smart you are. We're all simple animals.

And so a lot of things that we know about pets really translates very well to people. And when we have a German Shepherd that comes into the practice and it's pulling on its leash and snarling and barking its head off and, you know, lunging at people. If you look at that dog as a bad dog or a mean dog, you're going to be less happy, you're going to be less empathetic, you're going to be less effective than if you look at that dog as a terrified pet.

Like that is, that dog is terrified. And again, I'm still not sticking my hand in there. But, that perspective means a lot. If you can change that perspective when you deal with pet owners. It can help you be empathetic, but also not internalize what they're sending your way as much.

Stephanie Goss: Yeah.

Dr. Andy Roark: Remember that you are the messenger. You are the messenger. It's not your policies. You know, you are conveying to them the realities of their situation. You are not deciding that they cannot come in, right? You are just, you're simply conveying the truth of the matter. This is a place where sometimes not remembering that our power is limited makes us feel terrible.

Because if you feel like you are the one who's deciding they can't come in, that feels awful. But it's not your decision. You are simply communicating the status of the situation. And so hopefully that can help you say, I am the messenger. Even if they don't believe you or hear that, you are the messenger.

And that can make it easier to not take these things personally. Remember the old saying that hurt people, hurt people. And when you get angry people, it's because they're hurt. And when they say nasty things to you, this is a hurt person, a scared person who is trying to hurt you. The last part of this I think I would say from a headspace is, and this is just general advice for anybody who's dealing with emotional clients in the vet practices, and just sort of bear with me because some people might not like this advice, but I truly believe it deeply.

You need to be careful about rumination. Like, we need to be very intentional about our feelings, and we should be very careful about sitting in our feelings. And there's just more and more research that's coming out that's talking about depression and anxiety. And just living in our feelings and ruminating in our feelings without a specific intention and in not a thoughtful way, it's not good for us.

And so this, if you're having these conversations again and again, if you need permission, I'm giving it to you now. You don't have to ruminate on these thoughts. You can do your best, you can try hard, you can empathize, you should know that this is a hard job and you're not doing it wrong. It's just a hard job.

You should insist on letting it go as best you can at the end of the day. That does not mean you don't care. It doesn't mean you're a good person or you're not a good person. It means that you have taken on a wellness strategy that's going to keep you in the game and keep you doing your best and allowing you to be happy.

Doing what is an unquestionably hard job. And so, don't ruminate. Insist on letting it go. Just do it, and it does not mean you don't care. It is, this is you putting your oxygen mask on yourself. Insist also on holding the trophy. That's the other thing I would say. I'll flip it around and so that may sound hypocritical as I say, let it go unless it's good and hold on to it.

And people say, well, that's not fair. Andy, if I'm going to let it go, I have to let it all go. No, you don't. And here's why it's called negativity bias is that we are wired to hold on to and remember the negative things that happened to us. That is a survival strategy that is hardwired into our stone age brain and you are going to hold on to negativity, like actively trying to let it go is not going to make, it's not going to make it happen, but if you don't try to let it go, it's going to be a lot worse.

And so you need to refuse rumination, try to let it go and actively circle back at the end of the day and think about all the people that you helped, all of the people who are happy and kind, all of the people who made their, who had their lives made better because of you today, because that does not register in our minds and you need to balance the scales.

And so I, from a headspace standpoint, those are the big things that I would say up front, just, in getting your head right.

Stephanie Goss: One of the things that you can do, and this is something that you can totally suggest from the team, if you have, especially if you're a team that has you know, huddles at the beginning and end of the day, one of the things that I used to do with my team was, what was one thing? That went, that we, went well or that we made us happy today.

And what's one thing that we want to be better tomorrow? It wasn't about what was one thing that went bad, right? It was very forward facing intentionally about, I can't fix what happened today and maybe I dealt with a bunch of angry clients and I'm putting it into a forward facing way so that I can walk out the door and say, you know what, I'm going to leave this negative stuff here and leave it at the door.

I'm not going to take it home to ruminate on it because tomorrow I want to, you know, try harder to get more clients in or I want to you know, help one more angry person or frustrated person. And it can be really hard to do and it can feel kind of. I guess, silly. I had team members say this is really stupid when we first started doing it.

But I will tell you to, if you persist, like, it really does change the way that you think about things.

Dr. Andy Roark: I agree. I agree. You're talking to a guy who has pushed through eye rolls from many teams. Like, I'm like, I don't care. I'm, and like, I have literally told my people or told people I work with, they're like, this is silly. I'm like, well, you do it. You're doing it for me because I want to do it. And I want you to do it with me. And so you're doing it for me.

Stephanie Goss:  Eye rolling has no effect on Andy Roark. He has a very strong badass wife, two teenage daughters, and me. So…

Dr. Andy Roark: They all roll their eyes at me all the time.

Stephanie Goss: You're pretty much immune at this point.

Dr. Andy Roark: I have, I've had lots of eye rolls at me, and I don't feel 'em anymore, but that's it. But yeah, it doesn't, the worst thing is if you roll your eyes at me and I take that ass a challenge, it's like, oh, you think that's awkward? Let me dance while we do this. Like I will take it to 11. All right. So listen, 

Stephanie Goss: Let’s talk about systems.

Dr. Andy Roark: Oh yeah. So just for systems from a head point, from a headspace standpoint I want to get myself into a good, productive place of thinking about what's possible, right? I don't, and again, I think, I thought you, I honestly, I think you did most of my systems work when you talked about, hey, this person is CSR, they can advocate, but they can't make those decisions.

And so I think from a system standpoint, the headspace is just because we've always done something one way doesn't mean we have to keep doing it that way. And there's a lot of, there's a lot of things that we take for granted or take as fact. And we put ourselves into the box. And so thinking outside the box, for example, and this may sound silly, but for a lot of people, the idea of not booking first come first serve, seems like, like that's, it's like saying gravity doesn't exist, like, if that's, what you've always known is, the phone rings, you ask them when they want to come in, and you put them there, the idea that you would not do that and be like, well, this person called first, but they're getting booked two weeks out, and this other person called three days ago, and they're getting seen today, that seems unfair or whatever, and you, look, just, we're going to unpack some stuff here, but just believe me when I say, There may be things that you were just assuming have to be that don't have to be.

So anyway, keep an open mind. Let's look for opportunities and ways to do things better. We can do this without criticizing the past. You know, again, these are things that we can advocate for and, we can have an open mind about trying to think creatively about how I help people while not undermining the team or creating chaos and havoc that the people in the back are going to have to deal with.

Stephanie Goss: And I think I agree with what you are saying a hundred percent. And I think the one thing I would add from a headspace perspective is, I think remembering how much power you do have as a team member and what I will say, just from a headspace perspective is I've been a manager for a really long time. And I was a csr for a really long time and I can tell you that there is a night and day like different planets system difference in how you present systems to the rest of the team.

And so what I mean by that is as a CSR, not that this writer sounded negative. I don't want it to come out that way because they did not. They did not. They sounded very positive in the way they were asking their questions. And I know what it's like to be a CSR team. That's like, we can't help clients. We need to fix this.

That sounds very different than, Hey, we're, we really, want our clients to feel seen and heard, and when they feel like they can't get in for two weeks, and they have a sick pet, they're expressing frustration day after day, over and over again with the front desk. We have some suggestions for ways that we could improve this.

Would it work if…. those two things feel night and day different, and so I think from a headspace perspective, holding on to that, and making sure that when you do bring ideas to the team or to your practice owner or the practice leader make sure to lead with the thing they care about which is getting patients seen and getting clients taken care of because I promise you your practice owner cares about that.

Dr. Andy Roark: Yeah. Alright, let's take a break here and then we'll come back and do action steps.

Stephanie Goss: Perfect.

Hey guys, do you wish that your team was better at handling conflict management? Are you a leader, a medical director, a practice manager, a practice owner and associate vet that wants to not only be able to handle conflict really well in your team, but also to have the tools to train your people so that they have these conversations more gracefully with each other. 

Would you like to work at a place where we're. We're not sniping at each other. We're getting along and communicating effectively. Guys, we can make that happen for you. I and the Uncharted team will be at the hive event in Minneapolis is June 15th and 16th. We are having one day. Conflict management training program. 

So it will be, my team will be there. It is through Uncharted. And so it is going to be one day of working with me and Stephanie Goss and Maria Pirita and we will be breaking down workshops on conflict management and you can drop in. You can get a day, you can spend the other day at the Hive conference. 

It is going to be an absolutely fantastic time. Guys. Ah, I'm going to put a link in the show notes, head over there, check it out, grab your spot. This is not a sit and be lectured at. This is round table workshop discussion format where you get your hands dirty. You get down to the weeds. We talk about what these tactics look like in our teams, in our practices. 

And we walk away at the end of the day with real skills to change the culture. In our practice guys, this is an investment in yourself is an investment in your team. It is an investment in your happiness and in your workplace. Do not miss the opportunity. It may not come around again. This is a great chance to work with us and to really stretch and expand your mind. 

And I promise you're gonna have a great time, gang again, June 15th and 16th in Minneapolis. Hope to see you there. Let's get back into this episode. 

Dr. Andy Roark: Alright, so action steps. What do we do here? And again, I'm going to try my best to talk about this at a hospital level, but then also very much for this CSR. So let's start with the not feeling so beat up after delivering hard messaging, right? So I've got I've got a, I've got a couple things here.

The ones that come immediately to me, I am. Again, it's just sort of covering your basis but I am a believer in having a stated patient client rights and responsibilities agreement. And so again, I see these at the human hospital whenever I have to go there or take a family member there or whatever.

These have become a, a, a part of human medicine. And it basically says, You will get seen, you will get heard. And also, We do not tolerate abusive or foul language. You will be asked to leave. You know, we, will We do have the right to not provide service to people who are treating our staff In abu in abusive way, including raising their voices.

Blah blah blah. And, It's a bummer to have that, but I do think that it's, I think it's a good thing. I think it raises awareness to people about the fact that these things do happen to vet professionals. And then also when someone does it, it gives you a nice clean way to give them feedback as a client and say, Hey, you violated this policy.

It is stated as on our website. It is in our lobby. You know, whatever but this is a policy we have and you did violate these and we're not going to be able to see you anymore.

And it's just, I have a very low tolerance of people abusing the staff and, but one of the awkwardnesses has been in the past is if someone is abusive, it's like, how do you tell them that they were abusive and how do you bring this up?

It's a whole lot easier if you lay down some ground rules at the beginning and and you can have them sign it as part of their new client. Forms and just I wouldn't make a big deal about it, but it is there but once that has been down you can come back and say this is our policy and You use profanity and raised your voice at one of our staff members and that is a violation of our abuse policy And we're as a result, you know This is your one warning or we're not gonna be able to give you services anymore And that is just a way of protecting your staff now I did say here at the beginning, we were talking about people who can't get their pets in and their pets are sick or things like [00:32:00] that.

I try to give grace and recognize people are being human at the same time, abuse, is abuse.

Stephanie Goss: Yes.

Dr. Andy Roark: I don't tend, I tend to give people grace if they raise their voice because they're really mad. And it's like, I've been really mad before. I understand that emotion. So but anyway, state, stated abuse policy.

I hate it, but I do think it's probably good. Best practices for for general practice and emergency and urgent care vet clinics today is you should have something. If you want angry client training, I have the Dr. Andy Roark Charming the Angry Client course on my website. It's at DrAndyRoark.

com and it is broken up into modules and it is meant for teams to take. But if you are like, how do we say these things? things. And how do we handle people who are mad? That is a resource that is on demand that you can have. It goes into a lot of detail. It's got a lot of examples and things to train on.

So we can link that up in the show notes and you can take a look at it. but the thing in there that I'm going to call out right now, [00:33:00] beyond, the interpersonal part of how do you talk to these people. You should have, especially if people are getting mad about the same things, you should have an escalation plan in place.

And that is a request to management to say, when I get these calls and people get angry because of this, what do I do with them? Because me sitting on the phone and just taking it, that doesn't feel good. Good. is the plan and you and I've talked about this before. Do we have a mailbox that we can send them to and say, I understand I'm going to transfer you over to this mailbox and it's for our, you know, our management team and you can give the feedback there.

Is that okay? But something to give to them. Is it to transfer them to the practice manager? Is it to, you know, what do we do to have the medical director call them back? Again, there's no right answer. It depends on your practice and what you want to do, but there's got to be a parachute pull for the front desk to say, look, I've, I have played all my cards.

I have told this person all the stuff and they continue to be angry and they are not happy and they are not satisfied. Okay. Where does this conversation go from here? And in order to protect our front desk, we have to give them tools and pathways to send these clients down so they can be received by people who have more decision making abilities.

Do you agree? 

Stephanie Goss: I don't know. It's, because, and I'll say why, I, it's a tricky, I think it's a tricky double edged sword because I have absolutely watched members of the team when there is a path, take that as the path of least resistance. And instead of trying to make the clients feel heard and do their job, the basic part of the job and the steps leading up to that, the response can just be.

I understand, let me put you through to your manager or let me pull that button. And so I think your point about giving them the tools is really important and I think part of it is our jobs as managers is to train the team to understand what pieces their job and what actually truly unacceptable behavior looks like so that they can see it, they can smell it, they.

They know it's coming, right? So that I would absolutely expect if a client is actually, like, yelling at you, or if there's profanity, things like that, like, I want them to know what those items are, and I want them to understand what constitute repetitive behavior. And so I think from the CSR perspective, something you can start doing today is is just get a notebook and start jotting down the call, what the concern was, and how it manifested. Did they raise their voice? Did they use profanity? Did they say, this is  unacceptable, I want to talk to your manager? What were the things that you are seeing? And just start to keep a log for yourself. and what the result was, like couldn't get them in for two weeks, didn't have an opening for three weeks for whatever it is, because I will tell you that Even leaders and managers and practice owners who are not data driven people cannot argue, well, they still can, but can't argue with things in black and white.

There are some people who will just argue for the sake of arguing, but if you are able to present to them, hey, this is what is happening, and you can make them see it and hear it. And they can see the quantity with which it's happening. It's far easier for a manager to say, Oh, okay, this is not just coming from one person at the front desk.

This is the team as a whole. And this is a volume. This is not just one off incident here, a one off incident there. And so I don't want to put the. Onus for dealing with the problem back on the CSRs because I think the managers do absolutely have to play a role here and It's also I think really important to make sure that the team has the tools to be empowered to do the job because as a CSR I never would have wanted to just pass someone off to my manager.

Like I did all of the things and I have absolutely worked with team members who didn't feel comfortable or just didn't Want to do that and so they would hit that button far faster and as the manager Who has struggled with team members who don't understand the difference in those things having a clear plan of this is how you ask for help I absolutely agree with you on that.

I think it's a, I think it's a fine line between giving them the tools and Teaching them and enabling them to deal with problems themselves and giving them an out button, then I could get on, then I could get on board with you. But I think there are also a lot of people who for a variety of reasons, would probably just use the ripcord if that was all you gave them.

Dr. Andy Roark: Yeah, I think that's fair. I can see that. It's always a balance, right, of supporting people but not to the point that you end up just handling things that they should be able to handle. Yeah, I, path of least resistance is something to pay attention to. So, yeah. No, I think that's, I think that's fair.

So, yeah. I think, well, when you put it that way, it seems like the Dr. Andy Roark Charming the Angry Client course really is the best solution here because it does give people the skills to have these conversations affect, you're

Stephanie Goss: I did not intentionally do that because you don't need more people to tell you how amazing you are when they take your course. 

Dr. Andy Roark: It's a good 

Stephanie Goss: Your head is already too big.

Dr. Andy Roark: It's really a good course, very, like hundreds of people have said so.

Stephanie Goss: I did not intentionally do that. Okay. So what other action steps do we have besides giving them a clear path for angry clients?

Dr. Andy Roark: So, I mean, quite, honestly, it's, there's not much you can do with the front desk other than know what your options are as far as scheduling, are there things that you can do? Because here I will tell you, I have seen people get in a lot of trouble for freestyling and then the, Technicians are the people in the back or the doctors.

They're like, What is this random client doing here? And you can be really trapped in the middle. And so it's hard because you don't have the ability to change those systems. And so knowing what resources you do have, asking continuously, What do I do in these situations? I think that is good.

The big thing is remember not to take it personally. Remember that you are the messenger training for the front desk on, dealing with angry people effectively. All that stuff is important. It is very hard to deal with angry people when they're angry about a specific thing and you don't have any ability to help them in that thing. A lot of times it's just weathering the storm, trying to make them feel heard, trying to make them feel seen. But at some point, if my dog is bleeding everywhere and at the end of our call, my dog is still bleeding everywhere and I don't, and I don't have any How am I supposed to get off that call feeling really good?

that's just really hard. So anyway, there is the personal part, the boundary part, the not taking a personal part, but that's about it for the action steps for me in that regard. The rest of it really comes, from systems, you know,

Stephanie Goss: I agree. That's when I read this. I was like, ooh I have so many ideas for how you actually Solve the problem of not the problem of letting it sit with you, but the problem of we can't get clients in So I think that this is the part where the CSRs might not be able to choose to make the change but they can absolutely choose to suggest the change. So I'm excited to talk about this part.

Dr. Andy Roark: Yeah, totally. So, so, I agree. So, we need to think about this because having sick pets come in and not get seen, that's really damaging in a lot of ways. It's damaging to the culture. It's damaging to the employees. It's damaging to the trust we're trying to build with pet owners.

It's damaging to the pets that are not getting treated. And so, you know, there's a lot of different ways to go about this. We do have a workshop in Uncharted in the Learning Library that a lot of people have used and really like. It is all about scheduling and alternative ways of scheduling.

And so that's, that is a resource I'll put forward for Uncharted members. The general approach I think that I would take is you have got to audit your appointment types and your, how you block your schedule. If you're having this problem and you're booking people first come first serve, that does not make any sense.

If you haven't transitioned over to an a smart plan that says, look, we recognize that on a given day we tend to get about this many. If you haven't looked at those numbers and kind of know what that is, then you need to start with that. What are we talking about absorbing? Are we talking about absorbing 3 pets?

10 pets? Again, it depends. Somebody goes, 10 pets? Well, I worked at a place that had 10 pets. 12 doctors on at a time, absorbing 10 pets was not an issue, right? Some of this is looking at your workflow. I was listening to a podcast recently and they were laughing saying, Oh my God, can you believe that there are vet clinics that schedule one hour appointments?

Appointments, that's so zany. How could you ever do that? And I like these people But also I have worked at a place that scheduled up one hour appointments You know why? Because we have three walk ins every hour And so you did have one hour appointments But also that's because you were doing three other appointments on top of the one that came in at the top of the hour and so again not trying to throw shade, and it's not wrong, but that was how that practice adapted to the clients they had walking in.

And again, it's not comparing apples apples to apples because some client, some clinics are all about walk-ins. The clients know they do walk-ins. The expectation is, yeah, you can have an appointment, or you can walk in. Other places do not do that. Talk about walk-ins. It's not something they advertise.

It is a rarity if it happens. It's not right or wrong. Walk in practices are great if you staff for them and you know what you're doing and you book your appointments. You just have to be honest and with yourself about what you're seeing and what you're doing. And so do we need to expand our appointment times so that we book less appointments and we can absorb people walking in?

Do we need to have day only? Appointments, where people, these appointments unlock four hours before that time and that doesn't need to be the whole staff, if you've got these appointments and then they're not filling, you need to have less of those appointments, but you should have a couple, you know what I mean, and so all of that is tinkering around and saying, all right, What you don't want to do is book your schedule full of wellness appointments and then have nothing left to see Sick patients because sick patients are not going to book three weeks out.

They're going to come in. That's just part of our business. And so anyway That audit I think is really important.

Stephanie Goss: Yep. I, and I also think you hit something on the head too. I think one of the things from an audit perspective that you do have to look at is the mixture of the same day to pre booked appointments, you know, and like how far in advance were they getting booked. But the other thing I think you have to look at is what is making up that schedule.

Like how many spaces. So we've got emergencies. We've got sick pets. We've got wellness. We've got puppy and kitten and we've got rechecks. Well, rechecks are timely. Puppy and kittens are timely. Emergencies are timely and sick pets are timely. So that leaves you one out of the five for wellness that isn't as timely.

Like those can go further out and it feels sometimes like heresy. For people to say, well, the good client who's calling ahead for their appointment, like I should be able to just put them on the schedule. And I would say, well, but look at the other four types that you have good clients who can't control when their pet gets sick.

And you have good clients who can't control that they get a, you know, eight week old puppy and that it needs to come in on a certain time schedule. Like you, it isn't just about, it isn't just about good versus not good clients. It is about the mixture and the ratio. And so I think you have to do that kind of analyzing of the schedule.

And this is where I think the CSRs can be super helpful. One of the things that worked really well for me was I wanted to make sure that We were having a problem getting clients in as well and I wanted to get a sense of you know, as a manager, I could listen to the calls. I could hear how clients were acting agitation wise.

And I knew my CSRs were, you know, there was, they were onto it and they were, I totally believed them a hundred percent. And I wasn't sure, is this, how massive of a problem is this from a schedule perspective? And one of the things you can do is it's really easy to insert a code into your PIMS that just automatically posts.

So that you can track like if a CSR schedules an appointment and it's A sick pet and they couldn't get them in within a seven day period have them put that quote in the chart And then you can run that report and see how many patients are we not who are sick? Are we not able to meet our definition of sick?

Are we not able to get in a seven day period or a 14 day period like you have got to do some things? To start to really look at how to dial in the practice. And at the same time, you can start with something super small. So this doesn't have to be this big giant system. So for the CSRs, remember this was a headspace thing, but I think it's really important when you're talking to your practice owner and to your manager, change doesn't have to be forever.

Change can be for right now. And so suggesting a trial and saying, Hey, Can we try this one thing, or maybe these two things, for the next 30 days and see how this helps us alleviate the pressure? Maybe it becomes something that you keep forever, but everybody has waves and it goes up and down like a roller coaster in terms of our scheduling.

And this may be a forever problem until you get more doctors, or it may be a spring problem. It may be a summer problem. Like, veterinary medicine is very cyclical, so I think, When you're the CSR, bringing some of the ideas to your team from a systems perspective, remember that trials are your friend.

And so suggest doing one thing or two things and then layer it on. And as a manager, like suggest to them, there are other things we can do. We can do an extensive schedule audit. We can start to listen to phone calls. We can look at putting, you know, things into the PIMS, but let's just get started. If we start with one thing and layer on to it, it will help alleviate the pressure off of the front desk right now and help to figure out what maybe a new schedule looks like for your practice.

Dr. Andy Roark: Yeah, no, I agree with that. I have to say this and some people are going to hate it, but I do think if you're at a place where you've got your clients and they come in or they need to come in and we're not be able to get them in, I think at some point you have to consider referral and you know that's obviously offering them a chance to go to the emergency clinic, but also it may be considering referring to urgent care practices.

So we've got urgent care practices opening up. They're going to go there anyway. If you tell them you can't see them for two weeks okay. All you're doing is releasing them without any support and they're going to go find somebody else and they're going to go there. At least if you say, Hey, we can't get you in, but here are some other places that might be able to see you today.

And then we'll, you know, we can follow up with you and see how everything goes later on. At least there's some retention of trust, hopefully there, and you're helping them to get support in a place that you think does fairly good work, especially if it's an urgent care practice, they're not going to take them on for their wellness needs and things.

And that may be something that you can swing and save face and try to help the client. Oh,

Stephanie Goss: going to level up the travesty to end us on a hot note because I'm going to agree with you and double down, which you Refer to other GPs. Stop being so narrow minded. There is more than enough business for all of us. If you are giving your clients no option, you are choosing to put them in somebody else's hands anyways.

So stop being so hyper competitive and find a practice. You said it perfectly, Andy, find a practice or multiple practices in your community who you feel like practice a good standard of medicine. You might not like this doctor. You might not like the staff. You might not like their culture. Find a doctor whose medicine  you generally agree with and send your clients there because they're going to search on the internet And I would far rather have them go to somebody who I believe practices good medicine Than somebody that they just pick off of google really, it's the same thing about if we let our clients go out there.

The reason they're Dr. Googling is because we're not sending them where we want them to go. We've got to stop being so competitive and start referring to other local practices. If you have an urgent care, great. By all means, give them the business. Alleviate the pressure off of your ER. But stop, we have got to stop being so close minded and start to refer to other GPs in our community.

Dr. Andy Roark: Yeah, the the last thing I'll say is this and, again, I don't know how people feel about it, but in any other industry, if you had so much work that people could not get in for an extended period of time, the answer would be obvious. It's supply and demand. The demand is huge and the supply is low.

That means the price is going to go up. And the idea is that increasing the price will help reduce the demand for services because some people will go other places. And I'm not saying necessarily that's what you should do. I know that there's a lot of people have strong feelings about making sure that their clinic is exhaustible for everybody.

I don't think all clinics are going to be priced for everybody. They're just not. And if you're at a place where you say, we've got so much demand, And we need to demand, we need to decrease demand so that we could actually take care of the people who come in the

Stephanie Goss: hmm. Mm 

Dr. Andy Roark: Then, raising prices is actually a solid business practice that would make some sense here.

That's, that is just something to consider to say, well, we don't have any appointments for weeks and people are getting angry. One way to sort of start to sort people out is to, and I would, if you're going to do it, I would say, I would communicate far ahead of time that it was going to happen.

I would let people know in three months there's going to be a price increase and I would not tell them I'm doing it because I want to decrease demand, [00:52:00] but I would just say this is, we have to, compensate our staff for the work that they're doing. and I would mean it, I would follow through on what I said I was going to do, but I would communicate early on that this was going to happen and let people know.

And that might help them. Start to reduce some of the demand that you're getting. But anyway, I'm not, I don't feel strongly about that. If you can, my, I, my, my personal preference would be to try to work the schedule around in a way that would relieve some of this. I would love to lean into efficiency in the back, see if there's things that we can do to get more pets seen.

But but at the end of the day, if you've done all you can to maximize. How we move patients through the building, and we still got more than we can do. The answer is to probably raise prices so that we have the revenue to maybe add another doctor. Consider building on to our facility, things like that.

Those are the things you should start thinking about.

Stephanie Goss: Well, and I think those are great long term supply and demand supply and demand solutions, although I disagree with you about notifying people on price increases, but that's a whole other podcast. And immediate supply and demand issues is to remember that it's not all or nothing. There are levers you can pull here.

You can slow down the flow of new clients. It doesn't have to be that you stop taking new clients. It can be that you see one new client a day and that means new clients book out six weeks for non Thick pet things like you can put some systems in place again. It doesn't have to be forever. You can restrict new clients. You can restrict the number of wellness patients you see in a day. You can, you know, try and limit the number of puppies and kittens and so on and so forth book them a little bit further out.

Not so far out that they're missing the schedule you need them to be on, but there are those restrictors that you can put in place to help narrow that funnel down a little bit and reduce the supply and the demand while you look at those long term strategies like you were talking about.

Dr. Andy Roark: Yeah. Cool. Well, that's what I got. You got anything else?

Stephanie Goss: I think that's it.

Dr. Andy Roark: cool. Well, thanks for talking to it with me.

Stephanie Goss: Yeah, hopefully hopefully this was helpful. Have a fantastic rest of your week, everybody.

Dr. Andy Roark: Yeah, everybody. Take care.

Stephanie Goss: And that's a wrap on another episode of the Uncharted Podcast. Thanks for joining us and spending your week with us. If you enjoyed this week's episode, head over to wherever you get your podcasts and leave us a review. It's the best way to let us know that you love listening. We'll see you next time.

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: communication, culture, management, Vet Tech

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