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management

Jun 26 2024

Our Boss Refuses to Hire

This clinic is struggling with big changes, leading to being short-staffed, and the kicker? The boss simply cannot hire right now. This week on the Uncharted Veterinary Podcast, Dr. Andy Roark and Stephanie Goss address a mailbag letter from a practice trying to maintain high-quality care after losing team members, leaving them as a single-doctor practice. They explore how to balance patient and client care while being severely short-handed and whether to make sacrifices or adjust their business model. Andy shares valuable advice on recognizing capacity limits and not trying to be all things to all people, while Stephanie offers practical business solutions, focusing on numbers and pragmatic adjustments. Let's get into this episode…

Uncharted Veterinary Podcast · UVP – 293 – Our Boss Refuses To Hire

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. This week on the podcast, Andy and I are in the mailbag as we are and we're responding to an email from a practice manager.

Now I'll admit, this gave me some pause when I first got it because when I first read it, I thought “I wonder if there's very many people who could relate to this email?” Because there's a lot of things in it that are fairly specific. And, the more and more, I thought about it. The more I realized that everyone in veterinary medicine can relate to one thing. And that is, we've all experienced, um, being short handed at some point in time and at the heart of it. This email is about that experience in a very specific way. This one was a lot of fun. I hope you get a kick. Out of it, let's get into it. 

Dr. Andy Roark: We are back. It's me, Dr. Andy Roark. And the one and only Stephanie I've got your help right here, Goss. That's not a song. That's not a song.

Stephanie Goss: I was waiting to see what you were going to come up with because we didn't have a song lyric. 

Dr. Andy Roark: I got nothing for this episode. It's uh, this is uh, Stephanie, the Practice is small and the boss refuses to hire Oolala Goss. It’s a very niche song.

Stephanie Goss: It's a very niche song. You might not have heard it.

Dr. Andy Roark: It's an indie band, very cool. Very cool indie band. Yeah.

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

Dr. Andy Roark: Ah, it's rainy and it's rainy and nasty here. It's the kind of day when you just open the door and your glasses fog up. It's that day. It's like poof..

Stephanie Goss: Yep,

Dr. Andy Roark: It's like a not warm enough sauna. It's like a, it's like a lukewarm, it's a lukewarm, gross sauna day here. How about you?

Stephanie Goss: That does not, that does not make me excited to come to South Carolina in a week.

Dr. Andy Roark: Yeah. No, it'll be beautiful out there. We just got, we just got a little, a little bit of a nasty, a little bit of a nasty streak going on, but generally beautiful here. Everything, you know, spring has fully sprung at this point and uh, 

Stephanie Goss: I have started my allergy meds in advance of my visit.

Dr. Andy Roark: Yeah, probably smart. 

Stephanie Goss: Probably I am, I'm preparing for all of the, all of the trees and all, all of the pollen. Well, yeah, no it, things are, things are, things are busy. Things are hopping. It's you know, it's that, that time of year.

Dr. Andy Roark:Yeah, yeah but wait, here's the thing, I don't, we've just gotten into a place in our lives where we just say, Well, it's just that time of year, and we say it, and every time of year, we're like, I guess it's that time of year.

Stephanie Goss: It's that kind of year.

Dr. Andy Roark: That time of year?

Stephanie Goss: Well is that is that a statement on how old and boring we are? Cause I feel like that could be it.

Dr. Andy Roark: I don't know. I think, I mean, I think that it's a statement to how, how, how busy we are. Where it's like, there's a, there's a meme always like there's something like being an adult is saying I'm really busy now, but I think things calm down in two weeks.

Stephanie Goss: Over and over and over again. Yeah. Yeah. Um, yeah, I feel like there's a little bit though of us just being old. Like I, I know, I got you a present that made me think of you and it was a magnet meme about being as old as the music at the grocery store is like your, your playlist.

Dr. Andy Roark: Oh yeah! That makes me smile every time I look at it. It's on my fridge. Yeah.

Stephanie Goss: And I, you know, it's true. Like we are, we are that we are that old.

Dr. Andy Roark: Oh yeah, I was um, I was at the bank earlier today and I looked around and I was the oldest person. I was older than all the employees at the bank. And that was, that was weird because I always assume that there's an adult at the bank and no one was older than me which means there was no adult

Stephanie Goss: There's no adult. 

Dr. Andy Roark: In my mind, you know like, I'm like, oh it's just us young folks. It's like, no Andy.

Stephanie Goss: Yes. Yes. 

Dr. Andy Roark: I look around, there was me and like six, seven women, and I was clearly the oldest person that was, that was there. It was all the, all the employees and me.

Stephanie Goss: Yeah, I think that like, I remember very vividly that moment for me in the clinic where I looked around and I had just hired a new doctor and like he like was starting um, like starting, high school when I graduated, like, university. And there was just like, I just felt really, really old.

And there was one day and I stood in the treatment room and I looked around and I was like, dude, I'm the oldest person in this building by like 15 years.

Dr. Andy Roark: Yeah.

Stephanie Goss: And I feel really freaking old right now.

Dr. Andy Roark: Oh, yeah. Oh, yeah. Well, there's also like the conversations that you hear people have where you're like, I can't relate to this at all.

Stephanie Goss: Yes, yes, yes.

Dr. Andy Roark: A lot of it for me is like around dating apps and stuff and I'm like you guys do like how does it work?

Stephanie Goss: You what? What? How does this work? Yes. Yes. That is, that is really that is really that's a whole other, that's a whole other, we could do an Uncharted After Dark, After Dark podcast and the whole, whole other conversation. Well, I'm excited. We got a podcast mailbag letter that is, Oh boy we're, we're gonna leave out like a majority of it because this, this poor, this poor clinic has got some stuff going on.

And at the heart of what they were telling us about was they're in a situation where they have lost team members and they have a, they are a single doctor practice. And so they're wondering, like, how do we balance providing excellent care and, and by care, they mean both patient care and also client care when we are providing excellent care like, super, super shorthanded.

And at first glance, when you and I read their letter, we both were like, can, this is not, I don't know that a lot of people are going to relate to this, this scenario that's going on in the practice because of the other details. And I think at the heart of that. For me, I was like, okay, well, if we step back and we look at it, everybody can relate to a period in time where they felt really, really short handed.

And I don't just mean like, you've got two people out because somebody's on vacation and somebody gets the stomach flu. I mean those days where you have, you know, one or two people and they're like the rest of the team, for whatever reason, the rest of the team is gone and you're just trying to make it to the end of the day because there's a hundred patients and there's two of you.

That, that kind of day feeling or the, that, that kind of day being that kind of day. There have been days where I can think of for whatever, for a variety of reasons where it's been, you know, you and two or three other people and you're holding down the fort. And I know certainly our, our friends and our colleagues in like ER feel that way a lot.

Like I have lots of friends who are just like, man, that's a regular occurrence where we're just trying to juggle things and take care of patients and we're shorthanded. So I think you and I thought it'd be kind of fun to talk about if our model is that high quality care and we're really trying to continue with that model, do we make sacrifices when we're really, really short handed to keep up our model?

Or do we do things to shift the way that we're running the business when we're really, really short handed? Okay.

Dr. Andy Roark: This is an interesting question. I'm gonna color in a little bit of lines that you sort of left out just just because I think there's some important flavor here and honestly I'm gonna say and I'm curious if you're gonna agree with me when we're all done I think this is a little bit easier than some of the other you questions and cases we get that are around. Like being short handed and I'll tell you why so let me color this the lines a little bit.

So in this practice, I think it's important to note they're shorthanded because one of the two doctors passed away or actually that one of the doctors passed away, leaving just a single doctor and like that's it. So I just want to paint that picture because it's important about kind of how we how we got here and then We, we had a manager that had to go and so just some, some, caught, caught doing bad stuff and had to go.

Stephanie Goss: Naughty behavior. Yeah. 

Dr. Andy Roark: I mean, not, not naughty, but like illegal, she busted. So anyway, so that was, that was, that was bad, so we've had kind of a house cleaning here, which I think is in, in that regard, but these are, these are lightning strike weird things, and I say this because it's not, don't, I don't want people to think, oh, this clinic, but is a toxic dump and people don't want to be there and have left but you know what I mean?

It's it's they they've just by the wheel of fate have ended up short handed and I think that that's important because I think that there's a number of things in management and in medicine in general where it's like, I was I was dealing with a we'll say a young doctor who recently had the first client that did not want to see her anymore.

Stephanie Goss: Um, Mm hmm. 

Dr. Andy Roark: And she was wrecked. I mean, just wrecked. And I said to her, “don't you know, haven't I told you that every great doctor has a client that refuses to see them?” And she says, well, “yes, but not me.”

Stephanie Goss: Right. 

Dr. Andy Roark: These things like, there are these things that we're

Stephanie Goss: Everyone loves me. 

Dr. Andy Roark: And well, it's like, it's like, we're like, sure people practices end up short handed and not because of anything they do wrong. Wink, wink.

It's not wouldn't like, and we, and we, think like that because it gives us this illusion that we have control. Like I, as long as I take care of my people, I won't ever end up shorthanded. And it's like, well, that's, unfortunately that's not a guarantee that you get in this life. And so anyway, that–

Stephanie Goss: I think if you think about it too, like there's lots of things that we run through our head in that way. Like the other example that it makes me think of is everybody thinks, well, if I write up all my records really well, then I won't get a board complaint. You know, or if I do, that's, that's another really, or like, if I do everything under the sun and explain everything in super detail, then I won't get a board complaint.

Well, the reality is that's something you can't control. You know, I just had that conversation with, one of my friends and she's a young, same young doctor you know, thinking, Oh, I'm doing of the, of the newer generation of doctors, they're writing really thorough records. Doing all of the things really high you know, white glove kind of customer service. And she was just like devastated. And I'm like, this is, this is a part of your life as a  practitioner. This is a part of the circle of life. And to your point, Andy, it's like, we wish that it wouldn't happen to us. But if we sit there and think that it's never going to happen, we're, we're kind of kidding ourselves.

Dr. Andy Roark: Right. And I completely agree. And so, so I wanted, I just wanted to call that out of, yes, I think it's important to note in this context, like how, how we got here and people to serve. And the other thing that I think is important is it sounds like the new practice owner has been very clear. That his resources are tied up. He has got another investment that his money has sunk into. And he, he does not have, he does not have free cash right now.

And, and that's why I say this, that may actually be a little bit easier than a lot of these other shorthanded questions, because if you, you know, a lot of times people say we're trying to hire, but we can't hire, how long do we wait before we start making fundamental changes? And everyone's hoping. That all of a sudden they're going to get three hires. And sometimes you do. It's like that. We've all, we've all seen that happen where you're like, we couldn't hire anybody. Couldn't hire anybody. And then all of a sudden we got three people. You're always wondering about that in this case, I'd say it's a little bit easier because it's sort of like, well, if we don't have any capital and we're not going to have any capital.

It makes the decision about when do we make adjustments a whole lot easier because this does not look like a situation we're gonna change. So anyway, I I just wanna use that to sort of color in the lines a little bit and sort of say, okay. Just to restate, we are shorthanded. We have a tiny practice, like one vet, one employee, a tiny practice. The the vet is, is fully leveraged elsewhere. There's, and, and, and he's the owner. So there's not, there's not a lot of other resources coming in here. Given those things. Oh, and, and we're slammed. We are absolutely overwhelmed. What, what do we do? And so that, that's the question. Let's start with headspace. Is that okay?

Stephanie Goss: Yeah, let's do it.

Dr. Andy Roark: All right, cool. I, I love this question. I, I, I think that one of the things that I have tried to champion in this industry, and I think one of the things that, that I am proud of in my career, is that I feel like I have been a person, maybe, maybe one of the loudest people in the industry who says you have got to be intentional about how you give of yourself to this industry and that's just, it is such a big deal for me. It's not sexy and it's not the warm fuzzy message that a lot of people want in vet medicine.

But I, I, I think, I think that has been my position is I want to help people. I want to serve and for goodness sakes, I believe that you can only do that if you take care of yourself first. And so, you have got to be intentional about how you practice, and I'm talking to everybody here, not just these people who wrote, you've got to be intentional about how you practice. You have got to work to make medicine less reactionary. And what I mean by that is, the default in medicine is, I don't know what's coming through the door, even if they have an appointment, I don't really know what's going to show up. And so the default state is reacting to the things that happen to you.

Stephanie Goss: Sure.

Dr. Andy Roark: If you just say, that's what it is. We're just going to see what happens and react to it. Then you live in a reactionary state. And we all know people who live there and their, their cell phone rings. And they're like, I don't, I, I have never considered what I would do if someone called me on my cell phone. And now I guess I'm doing this again, and you know, and it's, it's all, it's all sort of this life that's out of your hands.

And I just think that that is a really dangerous place to live, but I think that that is the default setting when you get your golden ticket into that medicine. And so one of my, one of my big things is. We have got to be intentional. We have got to make medicine less reactionary. And that means that we have to, we have to say no to people. But if you don't say no to people, you're going, you're going to burn out. You're going to have real problems. You're going to turn your staff over and not keep the people that you have.

And it's, it's time for a reckoning of yeah, there are consequences to not being available 24/7, and there are hardships to not being available 24/7. However, there are consequences and, and hardships, and they are the long term consequences and hardships of being available all the time and just reacting to everything and just paddling harder, even though there's no end in sight.

Stephanie Goss: Yeah. I, I, I I really like that, that idea of you gotta look at it in a, in a less that reactionary is such a, such a good word. Cause we don't, we don't think about it, right? Like we just think about, we're just going through our day and we're, Oh, well, like this is, this is the train wreck case that said it was a wellness. And now I'm two hours behind in my schedule. And you know, you, you look at it from that perspective of, It is what it is. And sometimes that's true. And there's lots of other things that we can do and that we can spot coming to help us be less reactionary to the day.

Dr. Andy Roark: Yeah, I mean, it, you, you're sort of very related to that. You can't be all things to all people especially if you've got, especially if you're wildly shorthanded, you can't, you can't be all things to all people. You can't, you can't take that case to surgery in the middle of the afternoon because you're booked solid with other appointments and no one's here to recover this pet.

Like, I know people that do. They would be like, yep, we're going to surgery and we'll somehow, we'll get these appointments done and then we'll suck it up and we'll have dinner at the vet clinic. And I'm like, you, you're in this marathon.

You can't, you cannot run like that because you will not make it to the end. Like just go ahead. One or two things can happen. You can accept that you cannot run like that right now while you still feel okay and you still have employees or you can accept that you can't run like that when you're talking to your primary care doctor about your depressive episodes and your staff is left. Those are kind of I don't mean to be overly dramatic but that's often where people have that realization that I can't run like this is way past the point of their of their you know body and team breaking down.

I don't want that for people And that's but that's why i'm so Just adamant and straightforward about, you've got to be less reactionary, and that means you can't be all things to all people, and just remember you cannot pour from an empty cup, and you cannot feed from an empty pantry, and what that means is you have got to make sure that you have gas in the tank for tomorrow, because if you don't have it for tomorrow, you're not going to help those pets, and if you burn out and quit after five years in practice, I would say you left all the goodness on the table, that you would have done in the next 15 years of your career had you said no to some things along the way.

Stephanie Goss: Yeah. It's interesting to me and it has always been interesting to me observing. It feels like a very, very fine line. And I'm amazed at how many of us don't see how fine it really is between having that day where, you know, the emergency, the emergency hit by car, the emergency c-section comes in and to your point, you're just like, we're just gonna, we'll figure out how to see the rest of these patients.

We're going to surgery. We're going to do the thing. We're going to take care of the patient. When something like that happens on a one off day and to your point, you're, you eat dinner at the clinic, you're there till 10 recovering the pet, someone's sleeping on the floor. Like when you do that and it's a one off that fills your cup in so many ways where it's so rewarding to feel like we can take care of a patient and we can, we can make a difference both for the pet and for the clients.

That feeling is why we make that choice. And it is a razor fine line between doing that as a one off and letting that kind of reactionary behavior become your every day. Because that's where it's like, it's like you're walking the edge of this cliff and Just one step is going to take you off the edge to the place that you, you were talking about, Andy, which is like, you're, you're saying yes to all of the things and now you're on call 24/7 and you're one person.

And then before you know it, you're you know, you're in that state of total burnout and you're wondering what the hell happened. It's amazing to me how many of us can't see how fine that line is. Because to me, like, stepping back now, I, I can look at it and think, Oh yeah, there's a, there's a canyon between doing it once in a while and feeling really good and having the whole team feel like you have run that marathon at a sprint pace and you are just, you are on the ground exhausted.

Dr. Andy Roark: Do you really think it's a do you really think it's a fine line though? Like, I, I just, I don't know. I think I've been thinking a lot about this, is, I think it's a slippery slope, which is different from fine line. Right? so, I think it's a slippery slope, because, I, cause here's, so, I, I, so, I love how you set this up, in that, staying until 10pm, one time, it can make you feel like a hero, and it can, you know what I mean, especially, you've got this case, and you have a personal attachment to it, and you feel supported, and people are like, yeah, let's do it. That can be absolutely wonderful.

And then also what we said about this, everyone's tired, the job never seems to end. That's the other part. I do think there's a fair amount of gray in there. And I say that because I, while I don't want everybody to stay late all the time and burn their team out. I also don't want people to be like, if we stay tonight, that's it. That's it. Everybody's going to therapy. We are, we are so, we are so toast.

It's just I don't think it's that. I do think it's a slippery slope where if you don't believe that you can say no, then there's no other outlet for that, and you get, you get drawn farther and further down into it, but I really do think it's important to give people some hope here, because you can't– you can decide, hey, we did that, but guys, now we're shorthanded.

Stephanie Goss: Right.

Dr. Andy Roark: And so things like that are, we're just, we're not going to do that anymore, We can't do that now. But if, if we get fully staffed, then maybe, you know, we'll, we'll go back on our late rotation. And, and, you know, it's important to serve our community that way. And when we're properly staffed, we kind of, a lot of people enjoy it and feel good about it. And so maybe we'll go back to it. And it's just, I think that that, I think that nuance is healthy of, you know, we, we can every now and then we can, we can go above and beyond. And it's not like we're going to lose ourselves, you know, down, down the cliff.

Stephanie Goss: Okay. So here's why I think it exactly what you just said is why I think it's a fine line because so many of us have that, whether we have that dialogue internally or we have it with the people around us have that conversation of, okay, we can't do, we can't do this every night. Right. And then we look at, okay, well, what does that mean?

We still want to take care of our patients. We still want to take care of our clients. If we're not doing it, what, what are, what are the options we want to be able to provide? The caretaker in us the immediate reaction is we want to be able to provide that same level of care for all of our clients.

And so if we don't have an E.R. close by, if we don't have options that feel good, that's where we, the, the the spiral starts, I feel like, because so many of us look at it and think, well, I can't think of a better option. So this is my, like, this is, I'm just going to keep doing it because I don't want patients to suffer. And so I think for me, that's where the spiral so easily starts because you want, like, it starts, it's coming from a good place.

And, it's really hard as caretakers to look at it and do what you, do what you said, which is, okay, I recognize this. We cannot pour from an empty cup. We cannot feed from an empty pantry. Let's get staffed. And then we can take care of these patients again. Even if that makes rational sense in your brain, it is emotionally really hard to set aside those patients because at the end of the day, your brain is doing the, what if game. Your brain is doing the, well, what if a client needs us in the middle of the night? And  what if, and so I think for a lot of us, instead and this is going to maybe sound too woo, but instead of working through that, instead of asking those questions, instead of getting the support that we might.

What we might need to work through those questions, we just let ourselves do it, which is how I think so many of us find ourselves in that position of, okay, well, I just have to be the one to do it because we don't work through the and get to get to the place that you said, which is, if I keep doing this, I will get to a place where I leave in five years or two years or whatever, and then think about all of these other patients that I will never be helping with the rest of my career.

So many of us just can't see past that canyon jump and don't work through it, I think. And it's not, they're not doing it intentionally. It's just, it's coming from a really good place. And I think we as a, as a group, as a, as an industry really have to think about the rational that you just gave us, like the, we can't do it if we don't take care of ourselves and get more team members.We won't be able to do it for a long time. That is so easily overlooked.

Dr. Andy Roark: Let me see if we've come to a point of agreement here. So, so we both agree that sometimes pushing the boundaries feels good and it can be a positive thing. And we both have agreed that if you are, if you're overwhelmed or you're really short handed  and you do not make an intentional choice to set boundaries, you're going to drift away from that most likely to, to being overwhelmed all the time.

And it's not fun anymore. And so I think you and I are both there. I don't think that it's, I don't think that it's if you stay late from work three times, that's it. You're done. It's not that. But I do think if you stay away from work three times, I think your question of why will the fourth time be any different? I think that's a very valid question. I think without intentional action and decision, the path is to slide that direction. It's okay. I think you are in agreement there. All right. I love it. I'm totally fine with that.

Stephanie Goss: What else from a headspace perspective, because I think that you can't be all things to all people. It sounds so simple and like you can't pour for an empty cup. And I think that's some of the hardest work to actually truly accept that from a Headspace perspective and, and, and, and do that and lead that way. What else do you think of when you think of headspace?

Dr. Andy Roark: Remember that your job as a leader is balance, right? It's not your job to make the clients happy. It's not your job to see all the pets. It is your job to balance the needs of the pets, of the clients, and of the staff, and of you, and of your family who you go home to.

And you have got to keep those things in balance. And when we tend to be shorthanded, what happens is, the needs of the staff and my family and myself tend to get overlooked while I try to meet the needs of the pets and the clients. And that's not in balance. And so for me, I think that that perspective is really key is you have got to build, you cannot throw yourself on the sword of, I have to see all the pets. It has to be, I have to achieve balance. And when our work capacity goes down.

Stephanie Goss: Then I can do all the things.

Dr. Andy Roark: Then things have to get rebalanced because suddenly the, the, the, the number of pets coming in did not go down. So we've, we've got that weight, but the amount of weight on the staff side has gone up and now we're tilted and way out of balance.

And so remember the goal, it has to be balanced and that doesn't, it involves taking care of your team, taking care of yourself and taking care of your family.

And the people in your life that care about you. And the last thing is to say, we have got to, at some point, look at this situation, not through a moral lens of am I meeting, am I meeting my obligations to, to the community, blah, blah, blah, things like that.

I think it's okay to use that lens, but then you have got to set that lens aside and you have got to look at it through a pragmatic lens and make decisions based on resources and capacity, right? In some cases like this, the best analogy that I can give to people who are in a practice that's shorthanded and overwhelmed is you're faced with a lot of the challenges that animal shelters have been faced with for decades and decades and decades where you say, the supply of pets and the pets in need, they don't stop coming.

And you, and you unfortunately have to play the resource allocation game. And that's what you have to play. And if you, if you can hire and staff and grow and charge appropriately, you don't have to play the resource allocation game because you're ready. Clients come in, you charge them, you, you know, you meet their needs and blah, blah, blah. But unfortunately at some point it does become about resource management just like shelters and that is a hard transition to make but I say that because there is a precedent because I think a lot of times vets are like that's it I am a terrible person for turning some pets away and making but as I that's that's not unprecedented. That's what it means oftentimes to work with animals. I– my daughter's friend has a litter of kittens under her under her porch.

And so Jacqueline comes to me with these pictures of her of these cats and of course, I immediately said the veterinarian thing, which was, they, those cats need to get spayed and neutered. Like immediately, I had the first, she's like, look at these kittens. I'm like, we need to get some cat traps. And you know, those cats need to get spayed and neutered.

That was the first thing I thought. And so then I started looking around and I was like, I don't know, I don't know a place that does, you know, trap. I, cause I was just like, I don't have any tie to these cats. What I really want is a trap neuter release, you know, Operation Catnip style thing of get, get, get the ears clipped and back out they go. That's what I wanted. And so what I found is that the, the county animal shelter will do that. But they can only take the number of pets that they can handle in a day.

So there's a line that forms at 730. I've driven past there on, on my way, you know, on my way back from CrossFit at 7:30. I've driven past it. And I like, I was like, wow, what people really want to adopt today. It's like, nope, Andy, they were dropping. That's it. But, But,they only take that. And, and, and, and I, and I asked around and the story I heard was, you know, sometimes people will show up at 7:30 and the people in front of them, like, that's it. That's all the capacity we have. And they get, they, an hour later, they get turned away.

And I go, that's, the shelter's not bad. They're doing what they can with what they have.

Stephanie Goss: The best they can with what they have. Yeah. Yeah. 

Dr. Andy Roark: So they’re not bad, just like you're not bad for saying this is the capacity that we have. So anyway, I think, I think, I hope that I'm talking to an audience that has love in their heart for, for shelters and for animal rescued animal work. We need to extend that same grace to ourselves when we simply have limited resources. And so anyway, but that has helped me to not be okay with saying, I'm sorry, I know we're booked out. We're closing on Saturdays, like, or we can't see you until tomorrow. We don't have capacity to take on any more pets tonight. It doesn't make it feel good, but it helps me to know that there is a precedent that this is what often, what it means to try to serve

Stephanie Goss: To keep going another day. Yeah. 

Dr. Andy Roark: exactly to keep going another day. And like,

Stephanie Goss: Because it's like, if the shelter doesn't do that, then the, think of the hundreds of thousands of pets in the next five years that they won't be able to help. That totally makes sense to me.

Dr. Andy Roark: Yeah, when, when they can't keep a vet because the vets, you know, overwhelmed and burned out and exhausted then think about the net loss to that community. And so anyway, I think we should give ourselves the same grace when we have vet clinics that are shorthanded. Again, I know these are for profit clinics, but the simple math of trying to be there for your patients, that, that, that's the same. And so we should hold onto that. So I think that's it for me, for headspace.

Stephanie Goss: Okay. You want to take a break and then come back and talk about some action steps?

Dr. Andy Roark: Yeah, let's do it. Let's try to help these people.

Stephanie Goss: Okay.  Hey, everybody. I want to talk for a quick second about something brand new. That is a member benefit of being an Uncharted member. One of the things that has brought our Uncharted members together since the beginning has been the love of getting together and feeling that connection, that cup filling experience that you get when you're with your peers. 

And so we have our brand new Uncharted Anchor Fest. We've pulled together a bunch of our favorite community events. We get together one time a month, we spend three or four hours together. It's broken up into different chunks, so you can attend to some of it. You can attend all of it, but it's there for you. 

It's a flexible and customized structure that features workshops. We've got case study activities where we dive into specifics about things that could actually be happening in your practice. We have hallway conversations to dive into the topics that our community is asking about the most. And all of these things are tied together to help you excel in your practice. 

So, if you haven't been over to the website lately, go check out our Uncharted events calendar. It is amazing. We have got so much coming and you're not going to want to miss it, including our upcoming anchor Fest. Unchartedvet.com/events will get you all the info that you need. And now back to the podcast.

Dr. Andy Roark: All right. So first, the first action step for me is we have got to we have got to, we've got to lock the door. We have to lock the door for just a moment. We might, especially if you've only got a couple of people like they do, it might be time to go out to dinner together and let's, and let's go out to dinner and let's get, let's get pizza. And so everybody can eat their fill and just get all carved up and let's just have a comfortable dinner together and let's talk about where we are and let's talk about what's, what is feasible, right?

And there's really, to me, there's two steps here. The first is, can we be more efficient? Are there things where we are not working together? Are there simple things that we can do to speed up? Let me be clear here. I don't think you're going to solve your problem here. 

Stephanie Goss: With efficiency. 

Dr. Andy Roark: With efficiency, but are there simple screws that we can turn to get more efficient before we start setting our boundaries? You know what I mean? So like jumping, jumping back to the shelter example, are there ways that we could how can we work efficiently to do spays and neuters so that we can take 20 cats instead of 13 and you say, well, like that's seven a day.

That's 35 a week. You know, that's 150 a month. Like it is anyway, but you get the point. It can't— can, are there screws that we can turn? And so a lot of times what happens is we look at our, we look at our practice and we say, okay, can we get more efficient? And I'm not talking about, can we work harder? Can we run faster?

Which a lot of people hear efficiency is going faster. I'm like, no, are there things that are tripping us up that are slowing us down. Are there places where we see redundancy and work, meaning I, the technician, am doing a bunch of stuff. And then I see you, the doctor, doing the same stuff again. Like, that's frustrating. And I see, I just see a lot of that stuff. Are there, are there systems that we could build just for getting people checked in, things like that? Do we have to, you know, is it time to turn on a phone tree?

Stephanie Goss: Right. 

Dr. Andy Roark: Instead of answering the phones in the morning, something like that, all of those, that's, that's the type of stuff that I'm talking about is what are your options to try to make your life easier without limiting our services?

Let's start with that and see what we can do.

Stephanie Goss: I agree, I agree with that. And I would say for me, the step before that, and this is, this is, this is a hard, a hard one because if it's not your practice, getting your practice owner to look at this might be hard. And as a manager, the first place that I would start is, okay, my needs from a business perspective in terms of cash flow are dramatically different if I have one employee and I'm open eight hours a day versus if I have six employees and I'm open 10 hours a day, right?

Like the, the needs are dramatically different. And so. from a rational headspace place, it makes sense to say, I, I cannot, nor do I need to do the volume that I was doing with six team members when I have one. And a lot of us skip looking at that step and we just think, well, we've been at this, this is where we've been.

And so even though we're down here now, we still need to try and operate up here where we've, where we've been. And so I think the first piece of it is looking at what is that actual gap, particularly if there's money concerns in this instance, in terms of investments and stuff like that.

If there's, if there's money concerns, like sit back and look at what is the actual cashflow necessity, and then look at that from the perspective of, okay, if this is how much we need to keep the doors open for these hours, how many patients can we take care of? And then go to your, to your point, Andy, how can we maximize our efficiency to take care of as many patients in that space that will allow us to cover the bills and not be, you know, not be worrying like, are we going to be able to make payroll on Friday kind of a thing.

And I think that a lot of us skip that step and go straight to the, well, To your point, they don't even look at the, can we be more efficient? They just  think, how can I work harder?  Cause you, cause it's that, it's that panic reaction.

Dr. Andy Roark: Yeah. I mean, I think I always have to throw this out. Supply and demand. When you are shorthanded, that means the supply of care is low, and that means the demand goes up. The classic business approach to this problem is to raise prices.

Stephanie Goss: Right.

Dr. Andy Roark: We are doing more work than we can do. The prices are going to go up and people go, but then some clients will leave.

And you go, yeah, that's, that's, part of the point. Is, you know, we, we have got to, we are working at max capacity. We need some people to go somewhere

else and, and raising the prices away. to kind of make that happen now of course I'm not trying to jack prices up on people that's not that's not what i'm talking about but it is how basic business works is if your capacity uh if i if i can make 100 widgets in a day and sell them and they all get bought and then my partner leaves and now i can make 50 widgets in a and people are standing in line trying to get widgets, the price of those widgets is going to go up.

Stephanie Goss: Go up.

Dr. Andy Roark: And, and some people are going to stop standing in line, and that's okay, because the people who want it are going to get it, and I'm able to, to keep to keep going. And so anyway, that's, there's part of that, and I don't like advocating for raising prices, but in this case, I think it's probably part of the overall It would make sense, especially if we were like, Hey, the owner's cash strapped, we can't afford to hire somebody. It's possible that if we raise prices and we would able to one, get our overwhelmed down and to generate enough money that we could then get some more people in.

Stephanie Goss: Yeah, I think, I think, that makes sense. And I think that's, that is absolutely part of the, that like strategic thinking in terms of like, okay, let's get out of the panic headspace and let's look at what do we actually need? And then to your point, can we, can we make this more workable by doing, doing an increase?

Are we at that lower end? Do we have space to do that? Cause that will, you know, maybe solve some of the, the client problems. And again, I think we, I think so many of us hesitate to think that way. And I know I experienced this every time it was time to do price increases in the practice. And the team would worry and they're like, well, we're going to lose clients if we raise prices.

And my response to them always was, yes, we will. And You got to work through why are you worried about that? Because where it's really coming from is that feeling of we have to be all things to all people. No, we don't. We're going to lose some clients. And that is true. Are we going to lose some clients that maybe we really like and we wish that we didn't lose. That is also possible. 

And when we look at the business itself, the we know from Pareto's principle that 20 percent of our client base is giving us 80 percent of the business. And so if we're losing some clients at the bottom end, does it suck? Yes. But is it going to be the end of the world? It's not.

And so many of us, so many of the team like looked at it, like we can't lose any clients. You, you, you can and you should, because there is a, there is a fine point of what you can do as a business. And so I think your point, Andy, is great. And I love looking at that as part of that, that strategic plan. And, and for most of us, because we're in that panic state, it's really hard to sit down and think about it from that practical perspective.

Dr. Andy Roark: Yeah, I think you’re spot on. Let’s talk about the conversation here. Cause we talked about this person was like, I'm not the practice owner, but, but I gotta, I need to talk to this person.

I I think, I think the conversation with the team is a sticky wicket for a lot of people. And so, you know, I, I think in, in my mind, I'm just going to put this out as a general conversation, regardless of who you are.

I think I think a well done conversation around this, it starts with vulnerability. Right? It is not about the sky is falling. It's, I, I would avoid flowery language, you know what I mean? Of like, we're all getting ground to pieces. Like, it's like, let's, let's not, let's not get dramatic here.

Let, again, that doesn't, that doesn't help. But let's get honest about how we're feeling and sort of say, hey, you know, we, we are. I don't know that we're keeping up with the, with the requests we're getting for care and then, and then try to speak in specifics. This is, these are the behaviors that I'm seeing.

We, you know, we've got, we're, we're, we have not gotten out of the clinic yeah, eight o'clock at night for the last, for the last two weeks. And I, I want to just touch base and say, is that the plan for the future? Is this again? I, I have gotten that's been sort of a go to for me recently as I just, is it, is it the plan that we're going to continue to get out of here around 8 o'clock at night?

Is that what the plan is? And I do that because it often is not perceived as being aggressive. But it, but that's frame up the issue as well. If the answer is yes, we're going to suck it up and work until eight o'clock. I'd like you to tell me that now and if, but, but it makes it, it draws that conversation out in a fairly productive way.

At least, at least that's what I've seen recently. And so anyway what are, what are, what are we talking about here? And, and, and what is, and are you guys seeing this? And what is the plan? We want to make sure that we speak in specifics about what we're seeing and hearing. And this is a part that we have to tease out in these meetings that often these where these meetings go off the rails. It is one of the one of the things we have to get pragmatic about is it's one thing to say, I'm tired. I'm burned out. We're working all the time. It's another thing to say, these are the specific situations that are causing me the most frustration. But if you can't make that jump, it's really hard to fix.

And so I hear a lot of people get together and they all talk about how burned out they are or how tired they are. But there's no consensus about what needs to be addressed in order to reduce that. It's just, we, we, we can't be this tired. And so a lot of times I'll seek practice and they're like, great, we're going to close on Wednesday afternoons.

And maybe that's what you need to do. But, but I have seen clinics where there's a half dozen clients that treat the staff like crap and yell at them. And then your staff tells you that you're burned out and you close Wednesday afternoons. And now you haven't done anything to actually address the problem.

And I want to be kind to people here and say, it's funny. Sometimes these are really hard to articulate. Think about, you know, context matters and the situation matters when people think it does. If you're running a race. And you think that you're in 1st place and someone says, how do you feel? You would probably respond to that question differently than if you were in last place and everyone was running away in front of you, even if you're running at the exact same pace and someone says, how do you feel?

You're going to get radically different answers. And so a lot of times the team says, I'm so tired. I'm so burned out. The truth is there. They are frustrated. Because they don't think they're having an impact. They are frustrated because they're hearing negativity from clients and they're not feeling appreciated.

Again, not always. I'm not trying to say ignore You know the words that we're exhausted but we have got to dig into this a little bit because there's sort of vague language around how we're feeling.

That doesn't translate to something pragmatic. And so we've really got to get into that. So the questions I'm asking these meetings are “How are you guys feeling about how things are going? to um What, what are, what are the situations you think that are having the biggest impact on us or making us the most frustrated or making us the most tired?

What are some things and what are some things that, that we can make changes and help?” And in this case too, I'm going to really lean back into our affirmative inquiry, which is asking the team not what is bad because a lot of times they don't, they'll tell you what's bad, but they don't know how to fix it.

One of the best ways to approach it is to say, Remember the last really great day you had. What happened in that day? Why was that a great day?

And they'll say, Oh, well, we did not have a single client raise his voice to us. And you go, Oh, that's, that's constitutes a great day. Oh, but, but, but they've just given you some real clarity about what we can do to, to intervene and try to make a difference here.

And so anyway, but those are the types of questions I would have is what does a great day look like for you guys?

And then we start to kind of work around, work around in that, in that regard. Know that as you start to make some adjustments here, Rome wasn't built in a day. And I would tell the team, we're going to try some stuff. And if it doesn't work, we're going to try some other stuff. Or if it kind of works, but it doesn't work enough, then we're going to add more.

And if we do this for a while and it's great, and then we feel like, hey, we can loosen back up and make ourselves more available or help more people, then we'll loosen back up.

But that's really important because a lot of people get into the mindset of, We're making permanent changes right now and that's too much stress and pressure. And then also you don't know how big an impact some changes to the way you practice is going to have. And so be kind to yourself and try some things, set the expectation that we're going to keep making adjustments.

Stephanie Goss: Well, and I think that's where it falls apart, particularly when it comes to being short handed in, in two ways. So one is, I think for a lot of us, we think if we can just get more people everything is going to be easier. And the reality is, that's never true. Because when we add a person, there's always a significant increase in the workload at first, because you have to train them, you have to show them where things are, you, and that's why so many of us operate in that place you're just jumping in the deep end and figure out how to swim because we don't plan for that additional workload that comes with adding to people to the team.

So I think that's number one is don't expect that if you just add bodies or, or throw bodies at the problem, that it's actually going to solve the problem because it's probably gonna make the problem worse.

Dr. Andy Roark: Yeah, you're gonna have to onboard. I think that's a really good point. I, I think anybody who's holding on to the, we'll get three more people in here and then we'll be back at full capacity. No, you won't. You get three people in there and then it'll be three to six months of onboarding and getting them up to speed and hopefully you'll get

Stephanie Goss: Yes. And, and that's the, uh, the other half of that where it falls apart is for, and this is, I'm speaking to the managers and owners because I have made this mistake myself. And I think it's a, I think it's one that we make commonly and it is absolutely detrimental to the team, which is, okay, now we've thrown bodies at this problem.

Now we're going to go back to that patient load, or now we're going to go back to that business load. And we raise, we, we increase. So we crank the pressure up because we're like, we've got the bodies. Now let's go back to running a wide open, like we, we, compress things. We stopped seeing as many patients.

We, you know, we, we started, um, you know, not taking patients after four, whatever the things were we did to make space in the schedule and survive the being short. When we put those bodies into place, too many of us don't actually think about that time period that it takes. Cause you've got more work.

You've got to figure out new systems. You've got to figure out the new people, all of that. And we immediately crank that pressure back up within the first, some of us wait. you know, two to two to four weeks. Then we're like, cool, everybody's doing great. Let's, let's start taking more patients and let's open the schedule back up.

Because there's the things I, especially when cashflow is an issue, there's this thought of, well, now I've added more bodies. Now I need more money. Now, so it's this spiral of, bad, bad choices made for good reasons, right? I get why we're making the, the choices and they're still the wrong ones because when we turn that pressure up, then we get to the place where everybody is immediately overwhelmed.

We don't support the new staff. They don't get the training they need. And then things fall apart six months later when everybody quits again. Right? So I think that's, those two things have been got to be considered when we do the action step that you talked about, Andy, which is like, this is not going to happen overnight.

Rome was not built in a day. This is a, this is a process. I think we have to consider both of those two things and try and avoid those two giant gopher holes that are waiting for us.

Dr. Andy Roark: Once you get the chaos into the box, for God's sakes, don't hire three people and then throw the lid open again, you know? And I see it, I see it all the time and see it because I don't think it's generally profit driven. Uh, you know what I mean? I, I mean, I'm sure sometimes maybe it is, but I, I, it's not usually my impression.

I think my impression is that everybody in vet medicine hates saying no, they don't like conflict and they don't like saying no. And so as soon as they perceive that they are staffed to where they don't have to say no, they stop saying no, they start saying yes.

Stephanie Goss: Yes.Yes. 

Dr. Andy Roark: You know, I, I think, I think to someone who was like, well, I, I want to say yes, I would say, okay, well, once we have gotten the chaos back into the box and we have set some boundaries, uh, you can see the pattern here.

Stephanie Goss: Keep it in the box.

Dr. Andy Roark: If you, if you want to increase capacity, we should be, rather than throwing the doors open and letting the chaos run back in, we should be intentional about how we're going to increase capacity. And let's be smart. It's funny. Um, I think it's the natural cycle of business is you open the doors and you have minimal systems, and then you just go until things are completely nuts.

And then you go, this is not working. We can't do this. And then you fight the chaos back into the box. And then you're like, whoo, I feel good. And then you release a different kind of chaos, uh, into the, you know, into the building.

Stephanie Goss: This doesn't sound, this doesn't sound remotely familiar at all.

Dr. Andy Roark: I, I win. I went to the Nutramax headquarters, you know, Nutramax that makes Dasuquin and stuff like those, it's got, they're, they're great but, but they're great, but they, they're based here in South Carolina and I was invited to, to their headquarters to see the facility, everything. And so, so I went and it was funny. It was sort of, I took about half of the Uncharted team and we were there and we got to meet with the leadership team at Nutramax and sort of the, the, the, Founder head of of Nutramax is there.

He's a veterinarian. He's just a neat guy. But he was sort of asking me about the future for Uncharted. And I said, well, you know, we're going to try some things and we're going to see how they go. And uh, some of them probably work and some of them probably won't. And the whole Nutramax team fell out laughing.

I said, I just kind of looked at him and he looked at his team and he said, You guys have heard something like this before haven't you had like, they, they were like, they just rolled on the floor and it made me feel great because it was like, see, Stephanie, guys, other companies do it this way too, is they're like, we're going to try some stuff. some of us going to work and some of us not. And we're going to clean up. We're going to clean up the mess from the part that didn't work. And we're going to keep doing the part that did. And that is how you run a business, Goss.

Stephanie Goss: I can't you know, I have a feeling we have listeners who are like Dying laughing just because we're laughing but also I have a feeling we have listeners who are like Oh, Yeah. That sounds really familiar.

Dr. Andy Roark: Yeah.

Stephanie Goss: Because it's not just us, right? It's not, that's, that's, and, and I think the, the big thing where I look, I look at you sometimes when we do it and I, and I say, Hey, If we do the same thing over and over again and expect different results, it's insanity, right?

And if we do the same thing over and over again, at some point it becomes your business model. So if we make mistakes, let's make different mistakes next time. Like let's not make the same 

Dr. Andy Roark: We come up with new and creative mistakes. I'll tell you that. We don't make the same mistake again and again, that's for sure.

Stephanie Goss: Oh man, this was, this was, this was fun. 

Dr. Andy Roark: Yeah, this is a good one. Thanks for talking through with me.

Stephanie Goss: Yeah. Have a great week, everybody. 

Dr. Andy Roark: See ya 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, Vet Tech

Jun 19 2024

Helping Vets Balance Wellbeing & the Practice Needs

How do we balance supporting the team’s well-being with the demands of running a successful veterinary practice? This week on the Uncharted Podcast, Dr. Andy Roark and Stephanie Goss navigate these choppy waters, helping listeners find the perfect balance between personal and business needs. They dive into the importance of using varied measuring sticks for success and how to recognize and accommodate different life phases and priorities. Stephanie and Andy provide a treasure trove of actionable steps to help veterinarians chart a course towards a realistic work-life balance. Let's get into this episode…

Uncharted Veterinary Podcast · UVP – 292 – Helping Vets Balance Wellbeing & The Practice Needs

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

🌟 Set Sail for Leadership Success!

Ready to chart a course towards exceptional leadership? The Uncharted Leadership Essentials Certificate is your compass for creating a thriving workplace culture, improving patient care, and guiding your team to success. This all-new program provides 8 hours of on-demand CE, focusing on seven key areas that will help you steer your veterinary practice with confidence and skill. Perfect for leaders at any stage, this certificate equips you to helm high-performing, collaborative teams. Embark on your leadership journey today at https://unchartedvet.com/certificates/.

🌟 Get Your Team Talking with Superheroes ASSEMBLE!

Looking for a fun way to boost team communication? Sign up for our newsletter and download Superheroes ASSEMBLE! This exciting game and training tool, designed by the Uncharted Veterinary Conference team, is now available for FREE. Improve team cohesion and communication by leveling the playing field and helping your team members recognize their own strengths and those of their colleagues. With built-in examples and all the materials you need, this game turns practice challenges into educational and entertaining discussions. Don’t miss out—assemble your superhero team today: https://unchartedvet.com/superheroes-assemble-signup/

All Links: linktr.ee/UnchartedVet

Do you have something that you would love Andy and Stephanie to discuss on the podcast? If so, send us a message through the mailbag! Submit it here: unchartedvet.com/mailbag

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Stephanie Goss: Hey, everybody, I am Stephanie Goss and this is another episode of the Uncharted Podcast and this week on the podcast, Andy and I are diving into the mailbag. We got a letter in response to a prior podcast that we had done about well being on the team. And this writer is wondering, Hey, I really liked some of the advice you and Andy gave, and I'm struggling to put that into practice in my practice because I feel like everybody has a different definition of wellbeing and I still have to run the business. And I'm wondering how those two things exist in the same time and space. We know that that's hard. In fact Andy and I both talk about some of our own experiences with this, including some things that we currently are, challenged by on our Uncharted team, because I think it's always a challenge to balance the needs of human beings and let them show up as human beings and let ourselves show up as human beings as leaders and still run a business. And as I say, a lot of the time, the truth and the answer probably lies somewhere in the middle. Let's get into this. 

Dr. Andy Roark: And we are It's me, Dr. Andy Roark and the one and only Stephanie, I don't know the keys to success, but the to failure is trying to make everyone happy, Goss.

Stephanie Goss: : What song is that from, Andy Roark? 

Dr. Andy Roark: That's not from a song. That's a quote that I really like that we're going to talk about today. Yeah, that's what that is.

Stephanie Goss: : All right. All right. How's it going? How's it going, friend? Stir it's stir crazy. 

Dr. Andy Roark: It's been raining all day here. it's the end of the day as we're recording this, and it's rained all day, and my bad golden doodle Skipper is just pacing like a boxer trying to get into the ring, you know what I mean? Like he is just, like he's, you know.  He can't take it much more, he's walking, he's, he's look, he is, we call it trolling. He is trolling, which means he is just like something in here I can mess up, something in here that I could conceivably eat, like, not devour, just chew to pieces and spit back out, and like, I see him, and I'm like, look buddy, I'm sorry, like, I know it's, like, it's raining out, it's been raining all day, and I need you to hold it together. I am sorry. I need you to hold it together. And he's like you just go make your podcast funny, man.

Stephanie Goss: : He needs a– he needs a raincoat and rain boots. 

Dr. Andy Roark: Thank God, I thought you're gonna say he needs a friend like he does not need a friend.

Stephanie Goss: : No. 

Dr. Andy Roark: Like we've got my wife and I play two on one defense against him and we're losing and like we– He does not need a friend.

Stephanie Goss: : No, especially because your kids, before you know it, the girls are going to be in college. And then it's literally just going to be you and Allie playing zone defense with that guy. 

Dr. Andy Roark: I hope he'll be old enough by that time that we can take him, you know oh man, yes the kid like It's a brave, it's a brave new world. Now that Jacqueline's got, she's got she's got a car. Like, she got a, 

Stephanie Goss: : I know. I was going to say, how's it going, how's it going since she got her car?

Dr. Andy Roark: It's, it's, it has been good.

Stephanie Goss: : Have you guys figured out how to park in the driveway? 

Dr. Andy Roark: It’s good. It's

Stephanie Goss: : because that's a problem.

Dr. Andy Roark: It's okay, yeah, so, so what happened is we, I think we've, we have just fallen into the system of everyone leaves their keys next to the door, and then we're 

Stephanie Goss: : play musical 

Dr. Andy Roark: yep, and we're just, taking whatever car is, is not blocking other cars in, and like, it's, it is not a long term solution, but it's holding up right now.

Boy, last weekend hit Allison, my wife hard, because that was the weekend that Jacqueline was basically like, alright! See you on Sunday night and like she was like she she had a full schedule It's all it's all great great wholesome stuff like she went She went to the roller skating rink with her friends and she had a project to work on at school and there was a local comic con and she went to it in her cosplay because she's a theater kid like But she was like she would pop in for 20 minutes get a snack, wave and then she was gone again and like It was, I was talking to Allie and Allie was like, This was, this weekend was hard.

And I, I, I didn't, I didn't notice. I was, I was busy doing other stuff. Oh, that's great. But,I think, well I think that I, Because I had been the person who Rode with her while she got her driver's  permit and stuff. I think I was much more aware of this coming than Allie was. And like, this, Anyway, it really hit her this weekend. And so it's, it's, It's weird, you know, faces of life are a real thing, you know, where you're like and again, I, I, I went and visited with my, my brother, and so he has two kids, they're two, and this kid is very two, and six, and that is not 16 and 13, like, you know, I, I 

Stephanie Goss: : totally different face.

Dr. Andy Roark: But I can say to him because he's exhausted.

He's just exhausted like he doesn't get to sleep through the night his two year old gets up every night multiple times and does stuff and it's like And i'm like, I know this seems terrible I promise you That this will fade into the rear view very soon and like you will not Your life will not continue to be like this. You just have to hold on and you know and now and now i'm in this place where I don't see my oldest daughter for the weekend And so anyway, it's It's, it's fascinating how life is. The only constant is change. But yeah. yeah. How about you? 

Stephanie Goss: : True story. True story. Things are, things are good. We've got lots of, lots of change happening. The kids are, the kids are you know, getting, getting all into spring sports and things are, things are crazy busy and they're really excited about their dad, and is moving to a new place. And so they're really excited about new rooms.

And like my daughter is, she can't drive yet, but she is like chomping at the bit. And so she's like, I've got a shopping list and I want to go to Ikea. I want to, I, want to do, I have my paycheck and I'm ready to spend it.

Dr. Andy Roark: It’s a hole in her pocket.

Stephanie Goss: : it is, it is,

Dr. Andy Roark: That you're recording from a different closet than usual today.

Stephanie Goss: : it's my regular closet.

Dr. Andy Roark: Is it? Did you decorate? 

Stephanie Goss: : my well, no, but what you're noticing, and too bad everybody can't see us today because it's not 6am, so I look like I just got out of bed, but it's afternoon. But I redid everything in rainbow order this weekend with all of my books to Boots. I had some, I had some excess anxious energy this weekend and I, you know, and it's springtime finally here.

So I've got fresh cut flowers from my cut flower garden. And you know, it's coming together, the Clophis. It's been a, it's been a project

Dr. Andy Roark: Yeah.

Stephanie Goss: : together. It's coming together. Anyways 

Dr. Andy Roark: it looks like, it looks like, it's 66% office and 33% hanging clothes. Like that's what it looks like.

Stephanie Goss: : Pretty, pretty much. There's some sound dampening thanks to the, thanks to the clothes and the rest of it is, the rest of it is office. Okay. I'm really excited about today because we have got a mailbag we have got a mailbag that has been Hanging out and I've been waiting for the right time and the right like way to talk about this.

So I'm excited. I'm excited for this one. we had gotten a message. We had done a podcast about gosh, I'll have to find the episode cause it's been quite a while. And we had done an episode about kind of the wellbeing of the team. And someone had sent us a podcast and said, you know, I listened to this one and I really liked some of the suggestions that you and Andy had. And I also would love to hear like more about. The idea of well being, and it feels like that looks radically different for different people. And this is a person who's in a position of leadership in their practice. They were like, how do we balance supporting the team and supporting the idea of well being and everyone taking care of themselves and taking care of their personal needs?

How do we balance that with the business? And in particular, like how do we help our team and our associate doctors and everyone understands that they can't be all things to all people. Because in that episode, you and I had talked a lot about the idea of we can't be all things to all people and we have to at some point have boundaries.

And so they were just like, I hear that. And I, and I want to, I want to apply that in my practice. And what I'm finding is that the concepts of well being seem to be really different from person to person. And for some people and I had some follow up conversation with this person who sent in the mailbag and it was interesting because they said something about, for some people, like their definition of well being is very like in their mind, this is what it looks like.

And they were like, their definition was radically different than mine. And so I'm struggling with how do I balance all of these things? Because I really do care about these people and I want to invest in them and I want them to be happy and healthy and whole to continue to work for me. And also because I care about them. And also I have to run a business.

And at the end of the day, to do that thing, I, and to take care of our patients and to take care of our clients, I need everybody to be at work when they're scheduled. And I need everybody, you know, like I can't constantly have somebody on vacation. And so they were just like, how do I, how do I do this?

And it was one of those ones where it feels kind of a little bit vague in the sense that it's not. It's a big, it's a lot, it's a big thing to try and unpack, but I thought, how fun, how fun would this be? And so I've kind of been thinking about the right time and place for us to do this, and I feel like it's a good, I feel like it's a good time.

Dr. Andy Roark: I yeah, I it is vague in a way, but also I totally get it and

Stephanie Goss: : I know.

Dr. Andy Roark: Step step into my dojo this is I know exactly how this feels because you've got 

Stephanie Goss: : into real life.

Dr. Andy Roark: yeah, and it's like You've got people and you're like I want you guys to I want I want you to enjoy coming to work And I don't want I don't want you to burn out and things like that and also We have got to make payroll and pay the bills And I don't want to talk to you about money because I know that that turns people off and they don't want to hear about dollars but at the same time, we really, like, have I mentioned payroll?

Stephanie Goss: : Right. Yes.

Dr. Andy Roark: Those, like, those are, those are real. And so that balance is real. And so I, I have thought, I have thought a lot about this. And sort of to balance these things that I am happy to share. I'm happy to share sort of my perspective on this and kind of, kind of how I try to set it up at Uncharted and, and, and, and, and what I see in the vet world and kind of how I try to bridge those things.

And then also sort of how we train leaders, because again, anything about training leaders or medical directors, practice managers, whatever, we don't want to come off as callous. Like I don't care about your wellness. I don't care about your happiness. That's not true. And also we have all seen individuals that push the boundaries and say, well, I didn't feel like coming to work today.

And you go, okay, well, that's not, there's repercussions for that. Like the rest of the team, the rest of the team is penalized when, when you 

Take a, you know, unscheduled vacation day like that. So we should bounce that anyway Let's let's get into let's start at headspace. 

Stephanie Goss: : All right Let's do it. 

Dr. Andy Roark: I want to–I want to go ahead and touch on something that you said right up front because I think you're right I think Going into this and starting to have this conversation Everyone has their own journey for well being the things that make some people happy are not going to make other people happy. I wrote passionately recently about a big pile of mulch in my driveway that I was going to spread. I said looking at my steaming pile of mulch, I'm pretty sure that's why poetry was created. Like it's, I really love. 

Stephanie Goss: : That's your happy place. 

Dr. Andy Roark: It is. I like to be in my garden. I like to push a wheelbarrow around. I like to mow my grass. I like to pull weeds. I like to get out there and just be there. My happy place is honestly talking to someone on the phone or doing a consultation or something like that while I'm pulling weeds. I, I love it. And that is not Stephanie Goss happy place. If I was like, Goss, come here. We're gonna work on yourwellness. 

Stephanie Goss: : Absolutely not.

Dr. Andy Roark: Get the shovel. you know, it's not, it's not the same. but I think that's just really important is, you know, what works for you as far as wellness. It won't work for everybody. And so this can't be a one size fits all solution. We have to approach This sort of balance with a bit of a hands off nature like we need to to set people up for success But but how they actually get there what they do that that's kind of got to be their business And so I I think that that I think that puts our writer in a good headspace, but then also I think if you're someone who is like, I found the key to wellness, I just know that the frustration you're going to have is people are gonna be like, well, that doesn't work for me.

And that's a, that's okay. Unfortunately, everybody kind of has to figure out their own journey. And I really mean that when we're talking here about our associate veterinarians and how do we get them to understand X, Y, or Z. Thank you. They're going to have to do their own journey and we can show them some things, but they're going to have to kind of go through those doors themselves.

At the same time, we can frame up how our business works and how they're supported in a way that we can feel good about.

Stephanie Goss: : I agree with that.

Dr. Andy Roark: When we start, talking, especially about sort of associate veterinarians, and that's kind of where I zoomed in on in this question of, you know, how do we get them to sort of balance wellness and making the business run? One of the biggest problems for veterinarians, Veterinarians that I see is what I call the, what got you here won't get you there problem.

And the idea is, I've talked about this on the podcast a number of times before, but, but basically we as doctors and a lot of us in, in support staff technicians, especially licensed technicians, things like that, we were raised on external validation. We were raised getting pats on the head and taking tests and getting grades and people telling us that we were good or that we were good enough or that we were exceptional. And the people who excelled in college and went to vet school and got into vet school and then excelled through vet school, those are, those are people who, they like those pats on the head and they like those, those grades. And that whole system, That we were trained on, that we were raised on, that we were grown on, it breaks down in the real world immediately.

Stephanie Goss: : Yeah, for sure. 

Dr. Andy Roark: I, I think that we've got a real failure of, I call it failure of graduation. I talk a lot about graduations because I think they're important. Graduations are not, in my mind, they're, they shouldn't be symbolic. They should be real. And what that means is that graduation comes from, you know, it's, it's this sort of continuation of this idea of, of developmental rituals, right? Like when the, when the tribe would send the young men out into the wilderness with just a knife, and then they could come back, you know, a month later, and if they were alive, they could be in the tribe, something like that. Like that's a, that's a ritual. But when they came back from being gone for a month, They were treated like men. Like, they weren't treated like children anymore. Like, that was a, you went, you did the thing. And it goes back to what we talked about at the very beginning of the episode. The phases of life that we were 

Stephanie Goss: : Right. Yeah. 

Dr. Andy Roark: But, if you don't, and I think this is a sort of a societal sort of issue. I think this is really interesting.

I think that we have removed the clear graduations between phases of life. I, you know, I, I became a parent when we went to the hospital and we came home with a baby. And then I, like, there was no, there was no question.

I was in it. You know what I mean? Like there was no question. 

Um, that, that, that, that phase was rigid.

But when I went to vet school and I did the things and then I graduated and then I kind of went to a job. And then the job had this mentorship program, which was kind of like the clinics that I had been on previously. And if people call me a baby vet, then am I like, did I do the transition or am I still in this weird kind of vet school mentorship growth phase?

And I'm not trying to be critical of how we do this, but just hear kind of what I'm saying. One of the hardest changes for people to make is to really internalize the idea that vet school is over and you're not getting grades anymore. And I think people really struggle with that. They desperately want a grade. They want the owner of the practice to come and give them an A minus. 

Stephanie Goss: : Sure. 

Dr. Andy Roark: for, for their, you know, they want to be able to take a test and, and someone tells them objectively, you are an excellent veterinarian, here is the score. And some people, some everybody, some people really, like that's just, it's hard to break 21 consecutive years of education. That has worked that way and be like, now you're out and,

Stephanie Goss: : change it. Yeah.

Dr. Andy Roark: and success is this weird mixture of extracting money from pet owners and getting care done in a way that is a good, as good for the patient, being a good advocate for the patient and working really hard and helping the team and getting out of the practice and being home with your family and recharging and being available when But not too available and like, it's all of these conflicting things and it's, it's not. Here's the test. How did you score that success?

Stephanie Goss: : Yes.

Dr. Andy Roark: I think that totally, I think that totally wrecks people.

Stephanie Goss: : I, I would agree with that. And I think the thing, like, not having gone to, to vet school, but having gone through you know, you know, university and, and grad school, I, I could say the, the same. And I think the, I, I think you're right in the, I think there is a correlation to being a parent. Cause I remember, Like when I, when I was when I was pregnant, like I read all of the books and I was like, that's what I do when I don't know something about a thing.

Like I do the research and I'm just like reading all the books that I can get my hands on. And then I went to the hospital and then it's like, time for you to go home. And you're like, but wait, like, isn't. It, you're just going to let me leave withthis thing? Like, I don't know how to take, I don't know how to take care of it.

And I like, what do I do with it? And, and it's this feeling of unsettled it, for me, it was really this unsettled feeling of, I'm, I know that I have skills. And I also know that there are a lot of skills I don't have. And I think that that's a really, has been a really good descriptor for me in my own journey in veterinary medicine.

Like I remember the day that I sat at the front desk for the first time and I was, everybody went to lunch and it was just me. And I was like, I know lots of things. And also I know there's lots of things I don't know. And so, you know, how do I, how do I, can I do this? Can I, you know, and you, you, I was questioning myself, I think to your point at every phase along the way in my journey.

And so I think Wrapping your brain around that fact, I think is really, really helpful, no matter what your position in the hospital is that it's, there are phases to everything. And that graduation failure mentality, I guess, is like, you're still going to, even if you graduate, you're still going to go out and there's going to be lots of things you don't know.

Dr. Andy Roark: Yeah. Yeah. And so I, I think that's, I think that's just kind of part, specifically for the associate vets. When we talk about wellness and staying at work versus leaving work, I, I, I think a lot of people are still trying to figure out how to measure themselves and without, without, a grading system, it's easy to feel like you're always failing.

Yeah. I think that that's, we've always had these measuring sticks. I wrote an article, I wrote an article on today's veterinary business and it was like a year ago, but it was called, it's called Measuring Sticks. And the basic point of the article was that we're all prone to selecting measurements for ourselves and then holding ourselves to these measurements. And a lot of the measurements are, are dumb, you know? And so, so, you know, I sort of pulled 

Stephanie Goss: : Give me, give me an example.

Dr. Andy Roark: So like, I, I am a, I am the smartest person in the room. Full stop. I know more facts than everyone else does. And that's how I know. And that's how I know I'm valuable. That's how I know I'm a good doctor.

And I would say, believing that you're the smartest person in the room does not make you a good doctor.

Stephanie Goss: : Got it.

Dr. Andy Roark: The, you know what I mean? Yeah. So, so there's sort of this, the, the, the rulers, I think a lot of people, oh, so I'll give you another one. There's this idea that some people have that the number of degrees that I have translates to my worthiness as a professional, which means I did an internship and she did not do an internship. So I therefore can feel superior to that person. I did a residency. and that person did not do a residency. Well, I published multiple papers after finishing my residency and have a job at a vet school and you work in a specialty hospital.

So therefore, and I know that I'm not the only one who can squint their eyes and see this weird hierarchy, but it's, it's ridiculous. You know, I was just, I was just interviewing somebody for the Cone of Shame podcast and she was a technician that was doing this really cool stuff. And she said, well, you know, I like to lecture and stuff, but I always have a massive imposter syndrome because I'm not a VTS or a veterinary technician specialist.

And I just thought we're talking about marketing and social media for technicians and you're having imposter syndrome because you didn't go and get specialty training in technical medicine. Like that doesn't make any sense. But But they, but people grab onto that and I promise I'm, I'm talking about this for, for a reason.

And so, you know, I'll tell you the other ones that we see. So other measuring sticks is, there are some people who come out there and who were like, Oh, you're a veterinarian. What is your average client transaction? And how many pets did you see?

Stephanie Goss: : Right.

Dr. Andy Roark: I know people who look at their value as a vet or people tell them that that's their 

Stephanie Goss: : Mm hmm. Sure. Yeah, absolutely. 

Dr. Andy Roark: And what's your average client transaction? And I'm like, I'm sorry. I reject that those two numbers alone are a reflection of how good a doctor you are. Like, I reject that. But other people don't reject that. 

And, you know, and you can see people who go home and they feel terrible about themselves because they don't see as many pets Look, life is messy. And there is, I can promise you, there is no way to max out your stats, meaning there is no way that you see more pets than anybody, and work them up better than anybody, and make everybody happier than anybody, and spend more time with your family than anybody, and exercise more than anybody, and do your hobby more than anybody. Like you can't max out 

Stephanie Goss: : Something's gotta give. 

Dr. Andy Roark: Something's got to give. And so when we talk about our measurements and how we look at ourselves, that idea of you cannot max out all the stats. You have to be able to look at the mosaic of measurements and decide which ones you care about and which ones you don't.

And also know that they will always be somewhat in in conflict. And last headspace part here for me, I think, is remember the phases of life, which means when I Was when I was a brand new veterinarian with a baby at home, my sleep metric was way down. And my work metric, it was way up because I was a brand new veterinarian,

Stephanie Goss: : Right. 

Dr. Andy Roark: that's not how I was gonna live my life.

And there's, there's nothing wrong with graduating from vet school and going through an internship and having your life quote unquote out of balance because you're working your butt off. Because that's what you're supposed to do for an internship because it's a one year thing. You're doing it. This is what your life is going to be like.

That's okay. It doesn't mean you're a failure because you're working really hard at this time. If that's how you plan to continue to live your life, we might need to reevaluate a little bit. But, but, but given where we are, there's metrics they can shift. And so I don't know. I hope I'm done a good job of kind of laying this down.

When we talk about balancing the business and the well being part, again, the big take home for Headspace for me is, everybody's journey is going to be different.

Stephanie Goss: : Yeah.

Dr. Andy Roark: We need to help veterinarians and ourselves remember, we have been raised with this high achieving culture. that says I'm supposed to get a number score that tells me how good I am.

And that's not how life actually works. And if people can't let go of that, if they can't get over the idea that my net promoter score from the clients doesn't actually dictate if I'm a good doctor or a good person or living a full life,

then they're always going to struggle. And the people that I think who are most Unhappy are the people who have held on to these weird rulers.

They put on themselves and they say I need to have a higher average client transaction. I need to see more patients. I need to get more C. E. I need to have more degrees. You know, I need to have a bigger clientele and also I want to have a family. I want to have hobbies. I want to have these other, you know, it's like you can't do all those things.

But the idea of having a test that you don't ace just bothers them. And so like that's a big part of Headspace, but we have got to, we've got to get loose from that and know that you're, you're, you're going to need to reset your priorities and that your priorities are going to change over time. And that's normal. That's what's supposed to happen.

Stephanie Goss: : Mm hmm. Yeah. I, I agree with that. And I think one of the things you know, talk a little bit about this when we get to action steps. But, you know, you talk, you started at the, at the place of everybody has. their own journey. And what's going to work for me is going to be potentially different than what's going to work for you and what's going to work for, you know, Tyler or Ron or anybody else on our team.

And I think it's the same in the clinic. Everybody's. When you think about the things that are part of life that make up our lives, our, our families, our work certainly as one piece of it, but it's one piece of it. And so when we think about all of those other things. School, family, finances, health, you know, all of those pieces play into that journey. And so I think we have to recognize that which is I think part of the powerlessness, the feeling of powerlessness as a leader is recognizing that everybody has their own journey. it's going to be different for everyone. And still you're in this place of, well, I still, I, I have to run the business. And so how do I balance that?

How do I take care of everybody? And so I think from a headspace perspective, you know, you, you, when you were, I was, I was giggling when you were talking about the imposter syndrome and I guess I was thinking to myself, that's not a conversation you and I have had, not at all you and I have had that exact conversation about, about me.

Like that is something that I have felt because I have you know, a lot of management and admin experience in a hospital.

And I don't have my CVPM. And it has been a big, it has been a big challenge for me. And there have been lots of ups and downs in that journey. And I think what finally clicks for me is recognizing that it is a journey.

And so the idea of I can't do all the things. And I was really, really hard on myself because I was like, okay, this is, like, I know that I, I, I value, I value what the CVPM stands for. I want to do it. And I went back to school and cause I needed a couple more credits to be able to finish and I went back to school. Well, I chose to go back to school when I had a newborn and an 18 month old at home and I was managing the clinic full time. And so you can imagine how that, how that, how that went for my health and wellbeing when I'm up at two o'clock in the morning trying to do homework that is due that day because I'm going to have to go work in the clinic and I have a newborn that won't sleep. Like it was really, really hard. And at the end of the day, I had to recognize the fact that I can't do all of the things.

And so, yes, I want to become a CVPM and where I was in my journey at the time was I needed to be there for my kids and I needed to be there for my practice. Like those were, those were the two things that had to be the priorities at that point in time.

And it wasn't wrong. It wasn't, it wasn't bad. I wasn't choosing. I was temporarily choosing one over the other. But it wasn't because I believed in one any other than any other. It was that I had to recognize that I couldn't do all of the things at the same time.

And I think that's really important for everybody in the practice.

And from a practice leader perspective, the big piece of headspace, I think that you have to come around to is recognizing that You can't be all things to all people. And that means for your team. And it also means for your clients. And I think that it can be a really slippery slope for us as leaders where we look at, well, if I take care of the team, then I have to take care of the client.

I can't take care of the clients. And if all I do is take care of the clients, then I'm not taking care of the team. And I think so for me, the last Headspace piece, following up to your, to know your idea of we can't do all of the things for everybody. So we have to decide what success looks like for us on an individual level is that we have got to figure out, we have got to come to the place where we recognize that it doesn't have to be all one and not the other.

That it, you know, that those things are not mutually exclusive. I can do some things to take care of the team and I can have boundaries there and I can by having those boundaries, I can also do some things to take care of the clients because I think that their answer for a lot of us lies somewhere in the middle.

And the only way we get to that middle point is we've got to give a little on either side and we can give a lot on one side or a lot on the other, but like eventually we have to figure out how do we find that, that middle for ourselves.

Dr. Andy Roark: Yeah, I think you're I mean, I think I think we've laid out the concept of balance pretty well here. You know, it's just, we can't, we have to give up a little bit for the clients in order to take better care of the staff, you know what I mean? 

And like, that sometimes taking care of our staff means that the clients can't just pile in the door today, and we'll see everybody who calls.

And that's, that's that balance. But you know, you just, we have to if you say, happy clients are the measuring stick that we use, and that's the only measuring stick that matters, then you're going to not allow your team to turn people away when they're overwhelmed, and you're going to suffer the consequences.

And if you say my staff's comfort is the only thing that matters, then you're going to turn away some people who are really in need, who maybe we could have fit in. And so the point in all of this is, you have to loosen your gaze and focus a little bit 

and allow yourself to see multiple measuring sticks.

And, and that is a skill that we have not been taught growing up, I don't think. And that's, that is a real life is messy, this is what it means to be an actual doctor an actual grown up skill. So anyway, let's, let's take a break here and then we'll get back, come back and get into some action steps.

Stephanie Goss: : That sounds great.

Hey there, podcast listeners. I wanna take a second and talk to you about our leadership essential certificate. Now, some of you have heard, Andy and I talk about it on the podcast, but if you're new or if you haven't heard this before, I think it's really important, which is why I'm gonna share it with you now, 

When our team sat down in the very beginning . We said, Hey, look, we really believe that there is a foundational truth here to build off of. And that is everybody that's a part of the Uncharted team, everybody that is a part of the uncharted community and finds us tends to believe that every single member of the practice has value and worth and deserves investment in.

That's number one. And number two is that everybody on the team is needed and needs to have some basic leadership, professional, personal development skills, and business development skills in order to help the practice and the team run as efficient, effective, and rockstar ish as they can. And so, um, our team sat down and said, what would that look like?

What would be some of those things that we would want every member of the team to have access to in terms of learnings? And after the last years of doing content for Uncharted, Andy and I pulled together the best of hits in terms of those foundational level content and workshop questions and discussion questions, and we put it together in one awesome, if I do say so myself, awesome, awesome package.

And that is our Leadership Essentials Certificate. And so if you were like, hey, this I would like my team to be maximally efficient. I would like them to be maximally effective. I would love them to learn how to be better communicators and how to work together as a team. We've got you. And if you're someone on a team listening to this right now, and you're like, Hey, I would like to do that.

We've got you to, there's the ability to take one module at a time. You can buy the whole certificate. You can take it online. You can take it in a hybrid version where you do some workshop in virtual cohorts, but you also asynchronously watch videos. You can even come and do the whole thing in two days live with our team.

And you can find out information about all of it at unchartedvet. com forward slash certificates, that certificate with an S at the end, because there's more where that came from. And now back to the podcast. Oh, but don't forget to go sign up. All right, so I got some action steps. I broke them up, first of all, by the, the doctor who could also be sort of the employee, but this is, this is if I'm not the manager, how do I kind of look, think of how do I try to balance my own professional life and my well being and things like 

Dr. Andy Roark: that and then I've got a couple extra things for management who are trying to facilitate this for other people.

Sound 

Stephanie Goss: : Okay. 

Dr. Andy Roark: All right, cool. So the, the first thing. that I would put forward as an action step is we need to define success for ourselves as veterinarians, as associates by our, by our, values.

Stephanie Goss: : Yeah.

Dr. Andy Roark: If you don't talk to doctors about what does it mean to be successful, how will you know that you're successful?

What does a successful day look like for you? Then they will generally default to external measurements that are given to them, which means they will say, A client got mad at me. My average client transaction is fourth out of five doctors in the practice. I saw less. appointments than the other two doctors saw.

I am a terrible, craptastic, look at this, objectively, I am awful. And you go, None of that means that you're awful. The fact that a client got mad at you doesn't mean you're awful. Happens to everybody. 

The fact, the fact, The fact, that you are the, you know, fourth out of five doctors as far as the number of clients you saw, maybe you just saw tougher cases this month where maybe other people, maybe like, maybe other people have been here longer and they have an established clientele of people who asked for them and so they're just getting served more cases.

Maybe you make people feel wonderful. But you need to work a little bit on your efficiency. It doesn't mean you're a terrible doctor, you know, like, so none of that, but if you don't talk to people, or we don't sit for ourselves and say, what are my metrics of success, then you will default to the metrics that other people give you.

And that's it. Going back to that article, the point too, is other people slap their rulers up against you all the time, and you can accept those rulers or you can ignore them. You know,

Stephanie Goss: : Yes. And I think, I think for a lot of people, I think that's probably why a lot of our team members or associates when they are struggling to find that balance, it's because there isn't the defined personal balance. And so, the rulers that are being used are, are defaults that other people have chosen, whether it's operational metrics, whether it's patient related metrics.

It's someone has pulled a number and it sometimes it feels like the number has been pulled out of thin air. But in the absence of something, someone's gonna pick something at some point. Right. And so part of it is driving the conversation so that you can help pick things that are important to you.

Dr. Andy Roark: it, it takes internal strength to set your own measurements. It really does. I want to pause here for a second. And it's like, it takes some guts to say to yourself, this is what I care about. And again, I encourage people to sit down with a piece of paper. And think about it and just sort of say, if you struggle with this and you're like, I don't, I don't know what he's talking about.

Here's what I'd say. I want you to sit down. I want you to think about all the other doctors you work with, all the support staff you work with. If you could clone any of these people and run a vet hospital, who would you clone? 

And I want you to make a list. And then I want you to think to yourself, Why would you clone them?

What characteristics, behaviors, or traits do they have that make that the person that you want to clone? And guys, those characteristics, traits, and behaviors, those are your values. The reason you wrote them down is because you admire what they are and how they behave. And again, it's often times it's easier to see these things in yourself.

Than in other people and so you need to figure out what those are So for me one of my sort of my driving core value is hard work It's work ethic like I work. I work hard and I value work and i'm not saying it's good or bad It's just how I was raised. And so for me If you said are you good vet? I was like, I don't know but I work hard And if I get home at the end of the day, I don't ask myself.

Did I make everybody happy? I say did I work hard?

And then it's other values start to come in. Like, was I patient? Was I kind? Did I listen? Did I do my best? Did I learn something? And if the answers to those questions are yes, and man, I, I killed it, like I did it. And you could say, well, Andy, your average client transaction was low and the number of patients you saw was down.

I would throw that on the pile. I wouldn't ignore it, but I would throw it on the pile and say, well, I, I, I felt like I worked hard. I had good interactions with the staff. I learned some things today. My numbers were down. I'm giving myself a B for the day. We're gonna, we're gonna, we'll work on our numbers a little bit tomorrow, see if we can get those up.

And that's it. But if you only have your numbers, and that's your measurement your whole day, then you are unmoored and you're floating out there. So you have got to stabilize yourself by deciding what are the, what is the real internal. Measurement that I want to use. And so for me, that step one is figure out how to define your success.

Stephanie Goss: : Okay.

Dr. Andy Roark: Number two is remember, and this is just a, a, a, this is a huge deal for me on wellness and, and wellbeing. Remember that life is what we focus on 

and you have power all through your day to decide what you're focused on. And our brains are not super complicated. You can only focus on one thing at a time.

And so my question to you is are you focusing on what you have or are you focusing on what you want?

Stephanie Goss: : Mm-Hmm.

Dr. Andy Roark: Are you focusing on what was good and the good that you did today or are you focusing on on, on the bad or what or what was sad or what was hard or who was frustrated

because those are, those are your choices and I might say you should ignore or repress or block out anything, but, but your life is what you experienced.

Like, that's what it is. It's not what happens to you. It's what do you spend your time thinking about and what do you spend your time feeling? And you have great control. And so, are you focused on the present and what you're doing and the case that's right in front of you? Or are you focused on the case that left the building an hour ago?

Or are you focused on the case that's on the appointment schedule for this afternoon that looks like it's going to be a hot mess, however, 80 percent of the time, 80 percent of the time, those cases are not what we think they're going to be. And again, it is 100 percent up to you. This is not about being positive.

And I'll say that again. It ain't positivity. It's intentionality. What are you looking at? What are you focusing on? And then, when you go home, what are you focusing on there? Are you at home reliving your day at the vet clinic? Are you at home texting people pictures back and forth of a case that you could wait until tomorrow?

I, or are you at home making eye contact with your friends and family? Are you at home setting up fun plans for the weekend that you're going to actually go and do as opposed to wait until the weekend and go, I didn't have anything planned. I guess I'm going to sit here and watch Netflix by myself. Like,

Stephanie Goss: : Right.

Dr. Andy Roark: you know, shade on Netflix by yourself if that's what you want, but don't let it be because you just didn't.

Make an intentional choice about how you were going to be off. And so anyway, that's number two for me is, is remember that life is what you focus on. And that is a huge deal for wellness. I think, I think a lot of us are not intentional about what we focus on. And the things that other people ask us to focus on, Maybe you're not the things that we want to embody our life.

And the other things, the things that we are biased to think about, like negativity bias, just because those things pop into our head most readily, that doesn't mean that that's where we have to spend our mental time and our emotional time. And so get intentional about, about what you're focusing on and what you want your life to be like as far as the experiences that you choose to have.

Stephanie Goss: : Yeah. I like that a lot.

Dr. Andy Roark: All right. Number three for me is know that you can make adjustments in your life. 

I think, I think, when people get really in a hard spot is they're like, my life is out of balance. I am working so hard. This is terrible.

And the truth is you can fix your life balance. You always have options. It, you can't fix it today.

And I think that that really bothers people. They're like, Oh, this, look, this is horrible. And next week's going to be just as horrible. And the week after that, and the week after that, I always tell people adjusting work life balance takes three months. And so, you know, if you're looking at, you know, you're in the summer and you're like, we're overwhelmed, go ahead and look at the calendar for September.

And, and block yourself off, put some days off on there, start thinking about what does your dream schedule look like? What would a, what would a healthy adjustment look like? And, and say, guys, I am here for this. Just so you guys know, in September, I'm not going to be able to do this thing on Monday nights.

My, my, my evenings are just too busy. And so I will be stepping off of the PTA. September and slap some vacation days on the clinic and then you got something to look forward to but a lot of people are Like I am trapped because the next four to six weeks are terrible It's like you can get through anything for four to six weeks.

You can Especially if you have all, I promise you putting those days on the calendar, blocking yourself off, making those, those, sending those emails that will make you feel better. But I think a lot of people feel like they are powerless. I, I, I tell a story, a lot of the Navy SEAL dropouts And so people heard me say this before one of my favorite stories is from This book called lone survivor and it's about this guy.

It's a true story It's this guy who's a navy seal, but he talks about going to to to navy seal training And he talks about how they do they have 10 weeks of training and the last week is called hell week And it is absolute hell on earth. It's horrible. But but but he But he was really surprised when he got there about how many people dropped out of the program on the first day of Hell Week.

And later on, he asked one of the instructors, he said, Why did I drop on the first day of Hell Week? Because in the nine weeks leading up to that week, we had had plenty of Hell Days that were just as hard as that. That day was not significantly harder than other days, but there was a huge number of people who dropped out.

Why? And the instructor said they didn't drop out because that day was hard. They dropped out because they knew there were six more days just like it and they didn't think they could get there and Often it is not about how hard we're working now. It's not about where we are now It is the belief that things are not going to get better or we have this insurmountable future ahead of us and so Just know that you can make changes.

It is not going to be your life. Don't get sucked up focusing on the future. Go ahead and start making the changes that you can make. Know that we're gonna, we, we might have to slog along for a little while, but this is not going to be our life. This is going to be a short term problem. And by short term, I mean a month or two, maybe three.

Maybe three months, but think back on the course of your life. Three months is not a long time. You can put one foot in front of the other for 12 weeks if you have to. And again, I'm not talking about being an abusive situation. I'm talking about boy, I'm really burned out and this is, this is tough. You don't, you don't have to, you don't have to be stuck there.

So there's just sort of my, my, those are sort of my three big things for trying to take care of your own wellness. Again, define what success looks like for you. Remember that life is what we focus on. Be intentional about what you do with your time and what you focus on. And then the last thing is note that you can make adjustments.

You are not trapped. You can, you can quit your job, you can quit your internship, you can quit it. And people go, Oh my God, that would be devastating to my reputation. No, it's freaking not. It's absolutely not. No one, like, no one will care. Go on, take care of yourself. You know, be a good vet. Take care of patients.

Stephanie Goss: : Yeah. You're still a veterinarian.

Dr. Andy Roark: It’s going to be fine. It is, it is not devastating. There will not be some black ball movement against you. Like, no, just you are fine. It will, it will, this too shall pass, I guess. 

Stephanie Goss: : I think. I think I have, I have two for, from a, on a, on a personal perspective that, that one that relates to one that you said. So when you said like defining the success by our, our values, I think, I think for me, part of it is knowing like on a personal level, this person was like, it means different things to different people. And so I think on a personal level, you have to take ownership of what does it mean to you and figuring out like what phase you're in.

What is, what are, what are the things that are important to you? I think that there has to be ownership on the team in terms of figuring that out on a personal level and also communicating that to others on a personal level. And so what I mean by that is as a manager, like if you put in a time off request because you. You know, really like want to go to your kid's field trip and that's really important to you, but you put it in with six other time off requests for doctor's appointments and other stuff. How do I like, I'm not asking you why you're taking the time off. So how do I know that that's the important thing to you? Right. And so part of it is we have to communicate those, those needs to our team and to our peers. And I think the other thing from a headspace or from an action perspective is you, you talked about, you know, recognizing that you can make you could make some change. And I think the one thing that is really, really important to remember is that we always have choice.

And, and even if that choice is over our emotions. And so we can, we can always choose to find something different. If something is not working for us, we can always find a way. to make it work. That choice might mean leaving a hospital, or it might mean shifting positions, or shifting hours. There may be consequences that we don't like as a result of that choice, but I think when it comes to the, the well being piece, I think everybody has to, has to take accountability from an action set perspective of recognizing that You always have a choice in, in how you, in how you deal with things. And so to your point, you're not trapped without options.

You can always figure out the options. They may not be, they may not feel good. They may not be what you want, but you still have a choice and you still have options.

Dr. Andy Roark: I, I agree for managers and people who are growing and developing doctors or others. The, the first thing I would say is, is based on, on sort of what I talked about before with the measurements, you know, in the choosing our rulers, things like that, you, you gotta be mindful of how much importance you put on any measurement when we're trying to grow other people.

And so it, When we're worried about making payroll, it is easy to walk into the doctor's office and say, Great, we're going to talk about the number of pets you saw and how much revenue you brought in per pet. But now you're defining these measurements as important. And I'm not saying they're not important.

But it's easy, especially when you're in charge of revenue, if you're the medical director or you're the practice manager or whatever, when you're in charge of revenue and that is the flashing red light or the thing that you have been told, this is how we evaluate people, it is easy to say, these are the things we care about.

Stephanie Goss: : Yeah.

Dr. Andy Roark: I think, I think we need to be careful of that. And we can talk about those things, but if we're going to go in and say, this is what matters, I think we should stop and ask ourselves, is this really what matters? And feel, we should, we should make sure that we are talking to people as whole people. I think, especially as we get busy, it is easy to say, these are the two metrics I care about.

But that's not really what we care about. And if we were the person being managed, we wouldn't want to be told, look, buddy, all I care about really is how much money you're making for the practice. Like that's not, that's not what we want. 

We just have to be intentional. And again, I'm very forgiving of this with management because a lot of times these are the metrics that are applied to us and how we are and how we're being held accountable, or it's how we need to make payroll and things like that.

We just have to be careful about the idea that I'm going to approach someone and talk to them about their performance and my idea of their performance is narrowed down to this tiny, very specific measurement because it's. hard for someone to not feel like they're failing or to feel like they're not appreciated if you say, look, this is the one thing, this is the only thing that really matters.

That, that's not true. We, we can a hundred percent be open about what measurements we're using and what's important and not make people feel like they're reduced to these specific numbers and they're failing or they're in the bottom of the clinic as far as, you know, how they're performing.

So that's so that's what the first thing for managers is that, you know, it's just just be mindful of what you're telling people is important and remember to factor in what are the things that they care? What are the core values of your team? And again, I love talking about team values and we should talk about that and sort of try to have those have those conversations be intentional.

About what the business needs. And for me, this is about setting clear expectations, right? It's about saying, Hey we need you to call back your bloodworks. Or, we don't need you to call back your blood works. Or, we as a team all decided that we were going to, if somebody called out sick, we were going to call around and see if other people could fill in.

Or, we as a team decided we were not going to call around and try to fill in. If somebody was sick, the people there were going to cover, and we were going to be off. Whatever the needs are. 

This is the, this is the amount of vacation time. This is the hours. This is when we need you to arrive in the morning.

We, you know, it's, it's at this time. We expect you to come in by this time. So you have 30 minutes to do phone calls before the first appointment, whatever your thing is. Be clear and specific about what you expect. Don't tell people, no, you know, you can kind of come in or not, but we're, we're going to hold you accountable, you know, if you don't meet this rule.

So be intentional about what you need. And then relatedly be intentional about letting people be off. And a lot of times people don't want to firm up what they require for the business, because they're kind of like, I don't know, let's wait and see how things go. But that's, that is an unintentional erosion of people's ability to get off and be off.

And again, I'm not telling you, I'm not telling you don't call the doctors on their day off if that's what you all agreed to, but I'm saying you need to talk about it and decide is that what we're doing and then adhere to what you guys all agreed to. But don't. not talk about what the expectations are and then kind of freestyle it.

We need to tell people what's expected and then be intentional about letting them be off. And if they're off and they're on vacation and we don't call people on vacation, then don't call them on vacation. You know, if we don't call them on their day off, then don't call them on their day off. And that when I say be intentional, that might be talking to them and they say, you know what, we really don't want to do our blood works on our day off. It doesn't have to be all or none, but just figure out what, what is the expectation and enforce that. And the last thing is, and this may sound silly and unrelated, but it's not lean into positive reinforcement, let people know what they're doing. That's good. And again, this is just about, it's incredible how people feel, how differently they feel when they feel like they are winning.

Versus when they feel like they are losing and it is so funny how many times I've had people come to me and just say, I'm burning out. I'm really like, I'm, I just, I'm overwhelmed and blah, blah, blah. And then they get a wonderful. Thank you. Note. And all of a sudden, they're like, this is the best job. 

Stephanie Goss: : Right. Yep. the, energy. 

Dr. Andy Roark: is the, the energy. And so I'm not talking about, I'm not talking about manipulating people here at all. But a lot of this comes back to again, when we're talking to people and we're growing them, if you only talk to them about these certain numbers and where they're coming up short, they're going to feel like they're losing.

And it's funny, you will have people talk about their well being and burnout and things like that, not because they're necessarily at capacity, but But just because they feel like they're working and no one appreciates them. It's funny. And if, if we lean into positive reinforcement and celebrating people's victories and making them feel appreciated and calling out what they're doing really, really well, a lot of times you have two people working just as hard.

And one of them hears, you're not saying you're the slowest doctor in the building. And the, and the other one hears, Hey buddy, You get more, You get more, thank you notes than anybody else I've ever worked with. We, we need, we need to get you seeing more appointments, but I got to tell you, the pet owners love you, man. Um, 

Stephanie Goss: : Right. 

Dr. Andy Roark: Those are just wildly different experiences and it's going to be harder to motivate the latter person to actually make some changes as opposed to the first person who feels like they're failing. That's what I got. 

Stephanie Goss: : I have one big action step for managers and it goes back to what we talked about in Headspace in that it's a spectrum, right? Where everybody is on their journey is a spectrum and where what you need for the business is also a spectrum because there's the This has to be done for us to pay our bills and open the door. And there's the, we would like to do these things,

right? And everything in between. And so I think as a manager, you, or someone who is running the business, part of it is you have to define what those business needs are, and none of that can happen, and you need to understand what you're, team needs, what is important to them, what they prioritize, and none of that happens without conversation.

And so I think the number one action step for people who are leading practices is we have got to start to have the conversation. And just figure it out. Define what we need as a business on a spectrum and then try and find somewhere close to the middle. Figure out what is important to all of the members of our team on an individual level. And then recognize if you have 35 team members, you are never going to be able to give everybody everything that they want. But can you come up with a system, especially for something like time off, which has a lot to do with, with wellbeing and happiness at work? Can you find a system? That is somewhere in the middle that is equitable for everybody.

Like that, just thinking about the facts that it is a spectrum, we have got to figure out where the beginning and the end of that is, and figure out how to get to the middle. And none of that happens without starting to have those conversations. With ourselves, with our partners in the practice and running the practice and then, and then with our team, and I'm not talking about has to be some big elaborate thing I'm talking about.

It can be as simple as asking your team, like, you know, if you think about the areas of your life, your, your family, your, your career, your you know, physical health, your financial health, like there are tons of resources out there that can help you look at that. And then just ask them like, Where are you at right now in your journey?

What's important, you know, the mom who just had a baby and came back from maternity leave, family's going to be really probably important to them. And the doctor who just finished vet school and has huge student loans to pay back the financial piece. Then the work piece might be most important to them. If you don't, you won't know that unless you ask them. So I think for me, the first action step is figuring out what that spectrum looks like on both sides. And it starts with asking the questions.

Dr. Andy Roark: I agree. Well cool man, thanks for doing this with me.

Stephanie Goss: Yeah, this was fun. 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: communication, culture, management, Vet Tech

Jun 12 2024

Speak The Team Language

The practice manager at this clinic struggles between business operations and team communication. Dr. Andy Roark and Stephanie Goss address a mailbag question from a medical director struggling with a practice manager who excels in metrics but falters in team interaction. Andy and Stephanie dive into the friction often seen between the business and medical sides of veterinary practices, especially in corporate settings. They emphasize the importance of empathy, trust, and good intent, providing actionable steps to bridge the gap between operations and medicine. They also offer strategies for giving positive feedback and fostering a supportive environment. Let's get into this…

Uncharted Veterinary Podcast · 291 – Speak The Team Language

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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 tackling an email from the mailbag that actually was kind of an easy one. We were really excited to get into this. We had a medical director who was asking about helping their practice manager partner, who seems to be floundering with the team. And I say it was easy because Andy and I's answer to the question, should I help them or not, was a resounding yes and we both enjoyed getting into some of the tools that we've spent the last few years working on with some of our clients in both public, private practice, and corporate practices. Let's get into this one, shall we?

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, do you understand the words that are coming out of my mouth? Goss.

Stephanie Goss: Oh, I love that one so much because I hear a completely different voice in my head when you do that. But that's a, that's a good one and it's a very appropriate for what we're eventually going to talk about today.

Dr. Andy Roark: Yeah, it's, yeah, that's fun. Chris Tucker is hilarious!

Stephanie Goss: You know, when we get there, eventually.

Dr. Andy Roark: We, we, when we wind on, we wind on that, we wind on that way. Well, it's, it's

Stephanie Goss: We got to go off the rails. How's it going, Andy Roark? 

Dr. Andy Roark: We have a new car at our house! 

Stephanie Goss: Yeah.

Dr. Andy Roark: My 16 year old spent her entire life savings. Yeah. And, and now we have a 2012 Ford Fusion. Ford, yeah, it's a Ford Fusion. But yeah, she, actually she got, it's, it's been sitting in a garage somewhere. It's like 30, 000 miles on it. It's a, it's a, it's a nice, it's a, for where, for where she is in her budget, it's a deal of a lifetime. It was amazing. So, anyway.

Stephanie Goss: That's great. That's great. Is she, is she, is she super excited? Cause I know she was going through a period where she was like, I want to drive everywhere. Like any, I'll drive you down. I'll drive you to the airport. I'll drive you wherever you want to go. Cause driving was like the novelty. It, how, how is she like super pumped to have a car?

Dr. Andy Roark: She's, she is over the moon about it, and she's really just deeply happy about it. I am amazed by how little she actually drives. Like, she's got the car, and she loves the car. She's way more interested in buying decorations for the car than actively, actively driving it. So like, she, she, again, she's like, I got it. The most exciting thing she's had is not driving it to pick her friends up. It has been that she found a sticker that goes in the, in the makeup mirror on the driver's side, you know, that says, “hello beautiful.” And she's like, look at the makeup mirror and it says, hello beautiful. And she's like, I found another one and I ordered it for the passenger side and it says, passenger princess. And like, that's what she is the most excited about is stickers that say passenger princess. 

Stephanie Goss: I love her so much.

Dr. Andy Roark: Oh, yeah, she's got she ordered these fake succulent plants

Stephanie Goss: Uh-Huh,

Dr. Andy Roark: that clip onto the vents. So her vents are going to have these little pots with fake succulents in them and like she's like, can you believe it and I'm like of all the things, this is the thing I have the least trouble believing.

Stephanie Goss: You're like, I could, we could have spent a whole lot less money in giving you something to decorate if that was what you wanted. Something that doesn’t require insurance. 

Dr. Andy Roark: Oh yeah, she’s gotten like I could, I could have gotten something towed to the house And then she could have just decorated it and it saved me a lot. Oh buddy, I didn't realize your insurance goes up when your kid gets a license and then it goes way up when they get a car I'm, like, of course it's on our the cars. It can't be on her insurance. It's on ours. And so I was like, oh It's anyway, it's good. It's oh boy.

Stephanie Goss: Teenagers are, teenagers are expensive.

Dr. Andy Roark: But this was the point. The point was to raise a functioning adult. And we are. I just, I didn't, hmm, I didn't anticipate this level of bloodletting at this phase of the game. I was like, oh boy. I was, college is gonna be hard, and then weddings. Like, there's so many steps between here and there that are also expensive. Oh man.

Stephanie Goss: Yes. I feel that. So I went, I actually went car shopping with Riley recently and she's about to get her permit and I said, okay, listen, I need a new car. And so why don't I think about getting something now that is fine, and I don't mind striving it, and then in, you know, a year and a half let's make it affordable enough that you could take over and make payments with your part time job when you get your, when you get your license.

And I will tell you The fear and the pride at the very same time that struck my heart like a lightning bolt when I saw her sitting in the driver's seat at the car dealership. And it was just, it was unreal. I was like, I am not ready for this. And at the same time, I had such intense pride because she was talking about, she was talking to the car salesman about her job and about how she's, you know, knows that she's going to have to pay for her insurance. And she's, you know, she's, she's so. Like a mini adult sometimes and then I look at her and I'm like, but you're still two years old.

Dr. Andy Roark: Oh

Stephanie Goss: You're just a little, a little chubby faced toddler.

Dr. Andy Roark: Seeing my kid talk to the car dealer, that was, that was really mind blowing. So we were there, like we went to CarMax at one point and we're, we're there. And like, they take you into the mega mall that is CarMax, which I had no idea what a big business that is, it's ridiculous. And so there's people coming and go, it's like the grocery store in there. There's people in the aisles.

Stephanie Goss: Yes.

Dr. Andy Roark: Anyway, so there's my daughter and she's sitting down and she's talking to the person at her computer and I'm like this is surreal to see, but I'm going to lean back and I'm going to let her lead the conversation and the dealer turns and type some stuff into the computer and then looks at my daughter and says, well, what do you want in a car?

And Jacqueline goes, what do you have that’s green? And I was like, I'm taking this conversation back. “Hi, I'm dad. It's time for me, it's time for me to step in.” That was a fun experiment on independence. Let's talk about reliability. What do you have that's green? It's like, nope. And I'm taking the microphone and I will be setting the agenda for the rest of this meeting.

Stephanie Goss: That's fantastic.

Dr. Andy Roark: A complete, a complete lean back and let go of the wheel failure on my part. But I…

Stephanie Goss: Which is so funny because I would have expected, I would have expected out of Jay what I got from. from Riley, which was, I, I would like to look at these, these, like she had done the research and she was like, you have these three hybrids on your lot. I would like to take a look at all of them. And she was just like, here's all the details that I would have expected. I would have expected that from Jay.

Dr. Andy Roark: Nah, it was, anyway,

Stephanie Goss: What do you have? What do you have in green?

Dr. Andy Roark: Yeah. Ah,

Stephanie Goss: I love it. Well, speaking of details, Speaking of numbers, we have got a great mailbag letter this week. We got a, we got an email from a medical director and they were struggling with something in the partnership with their practice manager.

And so they said, you know, here's, here's the deal. My practice manager is super great with the operations side of things. It's like, they get the numbers and the metrics and they speak the. Language that the business side of the company wants to wants to speak there in a corporate practice. And and so she was like, they're all good communicating on that side of the fence.

What is not so good is communicating with the team because they live in that land of numbers and metrics and And when it comes to talking about things with the team, the team doesn't care. You know, and this is such a familiar story. And so this medical director is like, Hey, I'm not this person's boss.

And I don't want to tell them how to do their job. But I'm really struggling because the practice is suffering because they're not able to connect with the team and the team is really turned off by their leadership approach. And so they were just like, do I, do I say something? And if I do, how do I say something?

Or do I just stay in my lane and let her struggle and flounder and potentially fail with, with a team and the practice suffer as a result from it?

Dr. Andy Roark: Yeah, this is a great question. I love this. So we're, so there's a lot of these types of issues that you and I are playing with these days. This is this is something that we did not see a whole lot when that medicine was primarily independent practices. And when we have corporate structures moving in, this is a very, very common issue.

And so you and I have fortunately been able to spend the last three, four years wrestling with. And so, I feel, I feel very fortunate for us to have had the experiences that we did. And so, this is not outside our wheelhouse at all. So, anyway I want to start with this. Let's go ahead and start with, with Headspace.

So, I think I think headspace for me to open up is say empathy first, right? Be, be a supporter of this person, of the manager. So if you're, so okay, let me frame, actually headspace first, let me frame this up. In modern veterinary practice, there is an inherent friction between people who are passionate about and devoted to the medicine, and people who are passionate about and devoted to the operations side, which are like the business metrics.

Stephanie Goss: Yes.

Dr. Andy Roark: There's, it is not good and bad, although, People can feel that way. People can feel that the operations people are evil and they care about money and the operations people can feel that the medicine people are naive and silly and they clearly don't understand that we have to make payroll. What are you guys doing?

And so, Those are the base instincts that each side seems to have, and again, I, neither one of them is wrong, but if you're feeling one of those two ways, just know you're not alone, and this is common. And so that friction is very common. The answer to that friction is trust and communication and empathy and understanding and a belief that we can both do good and do well as a business.

And you have to believe those things and be willing to work with people. And you have to assume good intent. Like that's, like that's the first thing that breaks down is, as soon as the operations people stop assuming good intent by the medicine people or vice versa, Everything gets so much harder. And so this is just a daily affirmation that we have to make going into the practice is, I am going to assume good intent on the part of my partners, and I'm going to believe that we are all trying to do good in the world, and also take care of our business and our, and our, our teammates, and provide for our, for our people.

Framing it up that way and just sort of getting started, I think you have to start with, I think you have to start with that for Headspace. Do you agree?

Stephanie Goss: Yes. I, I think that's, I think that that is super smart. And I think the in this specific circumstance, we have a medical director who really should want and need everybody to be in that place of empathy because the reality is their job, although it might be on the medicine side, is to make sure that it is a thriving practice.

Like when, you know, when you're, when you're put into a role, like medical director role, and it doesn't matter whether it's a corporate practice or a private practice, if you're a medical director or you're a practice manager in a practice, your job is to make sure that things are successful. And to your point, on two sides, one is on the, the day to day side, the peep, which I would consider the people side, you know, what's happening within the walls every day in the building and the, the operations side, the business side, because to your point, can't open the doors without being able to pay payroll.

And so unless you are working. In veterinary medicine in a, in a privately funded institution, which I would say, you know, would be, would, would be you know, vet schools or research labs, et cetera, you're, even if you work for a nonprofit, They still have to make enough money to cover their costs.

Like, they may be getting donors to offset some of the costs, but, but the reality is it still is a business and it has to run. And so I think getting into that place of empathy and understanding that even if it's not your job, you still have to wrap your head around and, and be supportive of the fact that it is, is business is important.

Dr. Andy Roark: Yes. I agree. There's also this part to it that is just true. There's certain things in life, and I'm trying to come up with good examples, but there are certain things in life where the more you stress about them, the harder the outcome you want to achieve. becomes. And so if you want to dance, the more stressed out you get about being a bad dancer, the lower the chances are that you're going to be able to relax and dance.

You know, I'm just, I'm, I'm sort of thinking, thinking of things like that. It's a lot of times with surgery, the more stressed you are about surgery The harder it's going to be for you to just relax and let the tension out of your shoulders and really be present in the moment and pay attention to what you're doing.

And the same thing is true when we get into medicine versus operations. I have seen operations. People freak out about operations. They're like, we have to have these numbers. And as soon as you start to do that, the medicine people are all detaching. The more you. The more you shout at them about not hitting the metrics that we're paying attention to, the more they're going to disengage and the thing is going to fall apart.

And the same thing is true for the medicine people. The more you go in and shout at the operations people about, We're not doing what we're supposed to do, and this is not the top standard of care. And like, as soon as you get frustrated, they're going to get defensive and everything is just going to lock up.

And now you're really not doing the medicine you want to do. And and you're not going to be doing it for a while. Cause you're going to have to either blow this whole thing up, or you're going to have to calm down and do an apology tour and, and rebuild the trust. And so anyway, I put that forward to, I, again, I think I really love this writer's approach of like, Hey, I'm looking at this.

I'm seeing it. How much should I care? I'm like, that's a good headspace to be in is. I don't know. I think I'd like to help here, but I'm not really sure how. That's a really good headspace as opposed to, Oh my god, this is terrible. It's all falling apart. So anyway, so there's that. Empathy first is a big thing for me.

I think that we can all get, especially we're talking about medical director practice manager partners. Empathy is the number one thing. You are better able to guide someone when you're in their corner than when you're in the opposing corner. You know, if you can be a cheerleader of this person, a supporter of this person, and they see you as a cheerleader and a supporter, you are much better to have You're much better able to have gentle conversations, and not be seen as threatening, you know, punishing undermining, anything like that.

Because the person says, well, I know Stephanie's, she's trying to help, or Stephanie's my friend, or Stephanie looks out for me, or Stephanie has my best interest at heart. We're much, we're all much, much better. more likely to hear conversations coming from that person. And so the first thing I would say is avoid those combative positions, be this person's friend, be a cheerleader for them.

Remember, just go ahead and if you're not in the habit of giving positive feedback and reinforcement, just go ahead and lean into that. And again, you can figure out what you're going to say over the next couple of weeks. But go ahead and get started giving positive feedback without any and all so's or here's the, here's the secret bit of criticism hidden inside.

Stephanie Goss: Not the, yeah, not the compliment sandwich.

Dr. Andy Roark: Exactly. Just, just start praising them for what they do well, supporting them, celebrating them, appreciating them, making them feel appreciated, and just start building that trust so that when you start to give some feedback, it's coming, not in a vacuum, but it's coming as a. big piece of this healthy relationship that the two of you have. And so anyway, empathy first start.

Stephanie Goss: and I, I love your point about being in their corner, because I think the reality, it sounds like in this situation is that. The medical director said, you know, I'm, I'm not their boss, so should I, should I get involved here, right, is the, is kind of the question they were asking, and I think it's a really, it's a really important question to ask, and I would say that the medical director actually has a significant amount of power in this situation because they have the ability to influence the team, which is already from their perspective, suffering as a result of the way that this practice manager is approaching the, the business.

And so, if they want the hospital to be successful, being in the practice manager's corner and supporting them with the team is the most important thing that they can do. Because if they don't, they're If they are, and, and just being silent is still a choice, right, if they are silent and don't say anything to support the manager, or if they detract the manager with the rest of the team, if they say, you know, yes, I don't like talking about the numbers either, I'd rather focus on the medicine or, you know, even something that doesn't feel Super overtly negative, but comes across to the team as okay, she's on our side versus the manager side.

It's going to be exceptionally detrimental to this, this manager and so this, the, the medical director in this situation has the ability to do a great amount of good here and the potential to do a great amount of harm depending on how they approach it. And so I think it's really, really important to think about the fact that you may have.

Two very distinctly different roles. And I have, I have seen that both in, in private practice and in corporate practice where it's like your job as the PM is to do this. And my job as the practice owner or the practice manager is to do that or the medical director is to do this. And we both have our separate responsibilities and it's not that working together kind of partnership.

And I have had, I've had the opposite and everything in between. And so. Even if you have two distinctly different roles, you're still working together to try and better the practice and move things forward. And so I think coming at it from that place of empathy and recognizing the power, like you said, Andy, of being in their corner is really, really important in this, in this situation.

Dr. Andy Roark: Well, there's, there's great power in maintaining the united front. You know, there's great power in being able to lead the team when the medical director and the practice manager are to the, to the outside in alignment and supporting each other. And that is, that is just a healthy place to be. And again, here's the truth.

Behind the scenes, you're not always going to agree. Like, that's it. I'll tell you a deep dark secret. My wife and I don't always agree. Like, there are things we do not agree on. But we don't hash them out in front of, in front of the kids, and we don't talk separately to the kids about what we don't agree on.

And again, I'm not, I'm not trying to give marital advice here, but there is great benefit in leading the team in the long term. in the medical director and the practice manager being on the same page and appearing to be on the same page. And you, that doesn't mean you can't listen to other people when they come and they have complaints or feedback.

You can take that feedback without throwing the other person under the bus or taking sides and going, yeah, you know, I can't get him to do that either. You know, it's, it's, but it is temp, it is tempting when, especially if you're having Frustration it is tempting to kind of go. Yeah, you know what? I'm kind of I'm kind of with you guys on this So just be mindful of that and again, it's not about misleading people But that united front is is important You definitely don't want to get yourself into a place where the team feels comfortable playing the medical director against the manager Or vice versa that's i've seen that plenty of times and we really want to avoid that But it comes down to the the manager and the medical director communicating But anyway that from a headspace standpoint Empathy you know, remember that, that we're on the same team, remember, you know, choose, choose choose good intentions, you know, to, to see people good intentions and all that sort of stuff.

So anyway, I, I think that those are sort of, that's sort of the loving kind of communicative headspace I want to get into. And then, and then the other, the other thing is, you know, I, there's some, some ways I would sort of start to That I was sort of sort of lay these things down. I think from a headspace standpoint you say well, is this worth Saying something about and it depends on your relationship if you're like, oh, I can't even talk to this person then no This is this is probably bad, but it doesn't seem that that's the case and for most people it's not the case So I'll have the American Animal Hospital Association just put out a white paper It's this retention attrition white paper and they survey the cat You It was funny.

I was talking to Dr. Jessica Vogel saying is the chief medical officer there. And she said that generally when they put out like a survey they get two or three thousand responses and they put this thing out and they got 15, 000 responses people were like I'll tell you what I care. Oh, yeah It was all about what are you thinking about leaving your job? And if so, yeah, if so, why and are you thinking about staying and if so, why and people are staying and if so, why?

Stephanie Goss: Uh-Huh. 

Dr. Andy Roark: Yeah, and so anyway. You the, the number one reason that the doctors say that they're staying and the number one reason the technicians say they're staying overlap completely. They're the same, which is fascinating because they broke everything up by role. And so whenever you've got the docs and the techs 100 percent in alignment, this is the top priority. And that priority is meaningful work. That is the number one reason that people are staying. If you're a doctor or a technician, they feel that the work is meaningful. Cool.

Stephanie Goss: Yeah.

Dr. Andy Roark: It's worth talking to your operations people about their language if you buy that and say, Hey, everybody's here is here for meaningful work, which means the average client transaction is probably not going to be inspiring to them.

Like that's, to some people, that's a hundred percent. To some people, that may be antithetical to meaningful work. If you put the dollar value on it, it almost undermines the meaning in their eyes. I don't think it has to be that way. I don't feel that way at all. But some people do, and again, yeah, this takes me to sort of the next sort of headspace point is, I like this a lot.

Remember that listening happens at the ear, not at the mouth, which means what you say is not as important as what they hear when we're trying to achieve outcomes. And so I say that for two reasons is, okay, if the team is not hearing What they need to hear to feel that their work is valued or meaningful, or they're not feeling appreciated. We need to address that. The other thing is internalizing that idea, that concept listening happens at the ear, not the mouth. It does make it much easier to talk to the manager. And now we're starting to move towards some action steps. Here is you can talk to someone and you don't have to say you're saying this wrong, you sound bad, you sound foolish. The way that I would approach this is to say, I'm not sure the team is hearing what you're saying…

Stephanie Goss: hmm.

Dr. Andy Roark: in a productive way. And that may sound small, but, but that is really important. I think it's amazing how much more open people are to hearing, hey, I'm not sure that your message was received the way that you intended.

Stephanie Goss: Yes.

Dr. Andy Roark: As opposed to, hey, your message is bad, you're not communicating well. People are much more open to the former.

Stephanie Goss: I love it. For me, like you said, it's kind of veering into the action steps, but I think the language matters. And like one of, one of the first lessons that I learned as a leader was a former practice owner of mine who used to say all of the time, if we practice good medicine, the money will follow and it's so, so simple, but it is so true that if we're practicing good medicine and we're taking care of our clients and our patients, if we are also running a smart business.

We don't have to worry about the metrics and manage to a spreadsheet. It's when one of those things is out of whack that we do. If we're not practicing good medicine, if we're not taking care of our clients, if we're not taking care of our patients, or if the business piece of it is out of whack, we're not priced appropriately, we're not you know, capturing fees, etc.

Like, those things, they have to come, they have to come together, and so I think you can think about the language that you want to use. And this is why I said the medical director has an incredible position of power here, because they can influence the team when it comes to that, that language. And so to your point, Andy, being able to say, Hey, I want to make sure that the team hears your message when you deliver it.

And so when you, you know, when you talk to them about the average client charge, that doesn't, that doesn't maybe come across the same to their ears as when we take care of patients and we practice our standard of care, this is the kind of result that we have on the business side. And so I want to make sure that we're taking care of our patients and we're getting them the care they need.

And that means capturing the charges every time, et cetera. Like you can give them, you can give that practice manager the example that puts it into words that the technicians are going to hear and that's going to resonate with them and do it in a way that presents that united supportive front to them.

Like, yeah, I want to make sure that you're heard and I worry that you might not be, you know, and, and for me, that is you know, the tool of, of being, being honest, especially as the medical director. If sometimes you hear it or you hear numbers or worrying about labor hours and stuff like that, and it is a struggle for you, which I've worked with many medical directors who have told me, like, when you start to talk about numbers or you start to talk about the business stuff, I have to really fight to not have that glazed over look on my face, right?

So this is where the honesty comes into play as partners and the practice is just say, Hey, look, I want to make sure that your message is coming across and the language really matters. And you can be an incredibly powerful teacher in this moment, and to your point leaning into the listening happens at the ear, like, it's the perception that is really important here.

Dr. Andy Roark: Yeah, I think that's true. I think the last, the last story I'll tell here in headspace is one that really affected me in my, sort of in my career. So I had I had a mentor early in my career who was really just wonderful. He taught me so much about about running practices, but also just about running businesses and just about have enjoying your life while you're doing it and one day I said to him, I said, you know, I don't know how you do it, but you tend to give me feedback. I had noticed you give it to me with the directness that I need to hear it. But you don't tend to make me feel ashamed or make me feel bad. And I, that's honestly what I said to him was like, it's amazing that he could give me feedback and just consistently I heard him, but I didn't really feel bad about it.

You know what I mean? I didn't feel beaten up or ashamed. And so I said that to him and I said, you know, you, you seem to know how direct to be, how do you do that? And he laughed and he said, well, Andy, if there's something I see, I just kind of mention it to you. And then if you. Just keep doing that thing.

Then I mentioned it a little bit more directly and I just keep getting a little bit more direct until you hear it. And then I stop. And it was so funny. The idea that he had probably given me lots of feedback that I just did not, did not hear at all. Was it was, I was like, Oh yeah. I probably ignoring a lot of things until, until he's direct enough to get my attention.

But that's, but that's how he would do it. And you have to have the perspective that everything is not on fire. You know, you have to believe like, hey, this is a thing. We're just going to, we're going to work on it and I'm going to mention it. And if it doesn't work and he doesn't hear it, I'm just going to mention it again a little bit more directly.

And so anyway, that's the last headspace for me is like, is it worth this conversation? I'm not this person's boss. You can, one of the ways to approach that is to say, I'm not this person's boss, I'm not going to bring them in and sit them down in the office, I might just mention it to them, and then we'll see where it goes, and again, it goes back to what I was saying before of like, there's things in life where the more you, as soon as you feel desperate, or the more you care about them, the harder they become to achieve, feedback is that way, like the more freaked out you are about it, The harder it's going to be for you to deliver a message to someone.

That's just, it's just what we're talking about right now. I don't care if you listen to me or not, this is what it is. And they go, Oh, okay, well, that's fine. And it's not an issue. But the more you ramp your blood pressure up, the more intentional you get about sitting down and connecting eye to eye, the harder, the harder it is. So anyway, I think that's my headset headspace. You got anything else?

Stephanie Goss: No, I, I think that is a good place to stop. You want to take a break and then we'll come back and talk about action steps?

Dr. Andy Roark: Let's do it. 

Yeti Nano: Hey, everybody. I want to talk for a quick second about something brand new. That is a member benefit of being an uncharted member. One of the things that has brought our uncharted members together since the beginning has been the love of getting together and feeling that connection, that cup filling experience that you get when you're with your peers. 

And so we have our brand new uncharted anchor Fest. We've pulled together a bunch of our favorite community events. We get together one time a month, we spend three or four hours together. It's broken up into different chunks, so you can attend to some of it. You can attend all of it, but it's there for you. 

It's a flexible and customized structure that features workshops. We've got case study activities where we dive into specifics about things that could actually be happening in your practice. We have hallway conversations to dive into the topics that our community is asking about the most. And all of these things are tied together to help you excel in your practice. 

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All right, so we've talked a bit about the headspace. We've talked, we've actually, we've shown a lot of our cards I think about how, how we're gonna try to try to play this out. Again, I love this I love the mention up front of like this person. I'm not their boss. How do I do this? And it's I think that that's, I think that's the fun part of this.

Dr. Andy Roark: All right. So, I mentioned in the first half of the show in headspace make sure you're laying a good positive groundwork for this relationship like the person Medical director, practice manager, partnership, you and I both believe in and really teach hard on this, that relationship is really, really important and you want to, you want to take care of it, you want to honor it, you want to polish it up, you want to honestly just, you want to let some things go because they're just not worth holding on to, like you want to try to preserve goodwill around this relationship and And keep it going.

So, so start with that. A big part of that is positive feedback. And we talk about training people all the time. Look. None of us, hopefully, are training animals with negative feedback. None of us are shouting at our Labrador until he sits down. Like, I hope. People, people are simple animals. I don't, I,

Stephanie Goss: Unless maybe, unless maybe it's a really bad doodle and you're just like for the love of Pete, can you just sit?

Dr. Andy Roark: I know. I'm not saying Skipper doesn't get yelled at. But it's definitely, he's definitely not being trained that way. So again, positive reinforcement training. Like we know that that's how you train animals and people are animals. I don't care how smart you are.

And so just go ahead and whenever possible, Positively reinforce this person if you see this and you say, well, they have a tendency to talk in operations terms when they don't talk in operations terms, take 10 seconds, 10 seconds to pull them aside and say, Hey, can we talk real quick about the conversation you just had with Tina just for a second?

Hey, look, I love the way that you explained to her why we do what we do. I thought that, I thought that was so well done. I think it really probably resonated a lot more with her than talking about dollars or money. I wouldn't say it resonated with her a lot more than talking about dollars and money like you usually do.

I would just say what you did worked really well. And I anyway, I just wanted to point out like I saw it. I thought that was a really great approach. I just wanted to tell you I thought that was really well done. And then walk away. That's it. Don't, don't keep talking. Don't make it a big thing. Don't turn it into the conversation about how we need to do these other things. Just be done. Just be done.

Stephanie Goss: Right.

Dr. Andy Roark: Anyway, one of the easiest things that we can do is just start positively reinforcing the behaviors that you want to see. It's amazing how far you can go in that direction. And so, just start with that. So that's number one. One of the simple things that I like to do in these medical director practice manager teams is talk about our team meaning me and the practice manager or me and the medical director and if you don't want to say hey You should really consider talking less about the hard core metrics and more about the quality metrics. Then you should instead say, Hey, you know what I think we might want to work on? I was thinking that you and me as a leadership team might want to focus on really talking about quality medicine metrics over operations metrics. And I'm feeling that whenever I talk about the ops metrics, I'm Getting blank stares.

I'm getting feedback that people are pushing back. And so as a leadership pair, as a dynamic duo, I just, I'm thinking going forward, I would like to lean into more quality standards. Now we'll still watch our metrics, of course, but I just, I that's some communication that I'm looking at for the, for our leadership team.

What do you think? And try to present it that way. See what happens.

Stephanie Goss: Yeah. I think it's funny because that's where where for action steps wise, that's where I was going to start was the question of, should I help her or do I stay in my lane? Absolutely not. You do not stay in your lane because it doesn't, it doesn't matter if you have distinctly different jobs, your jobs, both.

Have to be done in order for the practice to be successful. Therefore, you are a team, for better or for worse, whether you like it or not, whether your company has set you up to be a team or not. Nothing there's nothing bad that can come from, I, I, maybe I guess there could be, but, I, because you never say never, but there's nothing bad that can come from working together as a team.

And so I think to your point, sitting down and having the conversation about how do we want to approach this with the practice? How do we want to do this? Opens the doors for you to both be able to honestly talk to each other about the fact that You both need to get your job done. You need the team to focus on medical quality as a medical director.

You need them to care about the patients. You need them to be able to do things right and in a quality manner and the practice manager needs the team to capture the, capture the charges for what they're doing and make sure that everything gets taken out of inventory and all of the pieces that go into running a smart business.

And so to your point, Andy, the sitting down and, and starting with. How are we going to work together? How are we going to present that united front to the team matters? And I can tell you, I have never experienced more failure as a manager than when I didn't start from there. And I, and I ran my role as a practice manager or hospital administrator Independent of my medical director partner and we didn't sit down and start from that place of how are we going to work together and I will tell you, I spent, it's been a whole year feeling like.

I've never done crew or rowing or anything like that, but if you're not, you know, going at the same pace and the same, like, you're just going to go in circles, right? And you're not going to be able to get anywhere. And it's that same feeling of if you are both going in different directions, it doesn't matter how hard you are working as the medical director or as the practice manager, if there is not some synchronization of what you're trying to do, it's never going to move it forward.

And so, you know, I mean, you and I spend. A huge portion of our work life having those conversations about how do we work together effectively as a, as a leadership team because it's very, very rare to have a practice where you can have one person who wears all of those hats now in this day and age.

Like, it doesn't matter whether it's corporate or private. The version of veterinary medicine that we practice now generally requires more than one person to do all of those things and wear all of those hats. And so usually there is another person involved and sitting down and starting from that place of partnership is really, really important.

Dr. Andy Roark: Yeah. I, I, I, I agree with that. I, I think you're, I think you're spot on. It was funny. I, one of the stories that stuck with me for a long time, there was this guy who was an internist and he worked at this really huge, well known veterinary practice. And he was in charge of the interns that came and worked at the specialty practice.

And one time, he had an intern who came in who had a problem. body odor, like bad body odor. And it was being reported as like, Hey, this is a problem. And so they turned to him and they're like, you have to go tell this

Stephanie Goss: You have to deal with it.

Dr. Andy Roark: You have to deal with this person's body odor issue. And so he thought and thought and thought about it. Cause this is a delicate conversation. Ultimately what he went with was he called the person and he was like, Hey, so, you know, there have been some complaints. Apparently you and I have body odor issues. What are you doing? I'll tell you what I'm doing. Let's work, let's work through this together.

And he, and that was his approach. And you can say, well, he wasn't being entirely honest. And I could, I could, I can agree with that. However, I can't imagine a gentler way to have the conversation. And it also did not make it adversarial. He was like, alright, the word is that you and I have to work on this.

And let's talk about how we work on it. And the story makes me, it makes me chuckle. I feel, I feel bad for everyone involved, but in another way, there is often so much truth to the idea that I can tell someone what they need to work on. Or I can tell someone what we need to work on. And the second one is often much easier than the, than the first one, especially if it's something where we're a leadership team and we're in this together, let's talk about what we're going to work on.

So there's that. I think, I think one of the keys here, too, is if I'm going to start to talk to this person a little bit, and again, we're not having a formal meeting here. All of this is sort of subtle trying to sort of train and guide in the direction we want to go. Take time to recognize and verbalize the value of the person's perspective.

Like, if someone thinks in ops, language and they talk in Ops language and they care about Ops language. That's not a flaw. That's a feature. That is a good thing that is going to help your practice be a successful one as a practice. And then two inside the larger organization that you're a part of. It's not a weakness.

It's, it is, it is valuable to have someone who has that mindset. And so whenever you can praise that mindset, I think that it's smart to do that. do that. And I think you know, 100 percent praise that and also have the conversation about talking in medical quality standards terms to the team. And those things are very complimentary.

And they further sort of reduce the sting of the conversation what we're talking about. And so, If you're going to get someone to try to change their communication style, you can lean in and validate what they do really well, and how they see the world, and what they pay attention to, because all of those things are, are good and valuable.

Stephanie Goss: Well, it's like your story about having the body odor conversation, right? It's you can, you can approach it the way that it That, that person did. And there's the total commonality of, Hey, we need to work on this. And to your point, there are some people that might feel uncomfortable, uncomfortable telling that kind of white lie.

And so in this instance, you can absolutely say to the manager, Hey, like you were really good at this piece and we benefit from that. And I want to help you continue to grow things. And I feel like. We might need to change some of the language that we're using when we're talking to the team so that it's, so that everyone receives it in a way that is going to maximize.

You're, the things that you're doing well, right, like you can say that to them in a way that makes them feel like you've now just come alongside them and linked your arm with them and you're going to, you know, you're going to skip down the road together because you're a team versus, hey, you, you're over here in your lane and I'm over here in my lane and we both need to do a good job to move the practice forward.

It's that. hey, there's, there's commonality. And also, hey, I'm here to support you. So, you know, are there things that I can do to help you out with this problem? Because I want you to feel comfortable here at work, you know?

Dr. Andy Roark: Yeah, I agree with that. The last action step for me is around specific feedback. And so now this is sort of the most direct path here. So hopefully we've tried these other things. We've leaned into sort of the, the forward facing planning of where we want to go as a leadership team. We're, we're, we're validating, we're doing all these sorts of things.

Well, at some point we need to actually talk about what. What is happening? And so I like, I like the SBI feedback model, which is a situation behavior impact, like if you're going to give somebody feedback, tell them the situation like, Hey, yesterday, when you were talking to the technician team, I. I heard you talk to them about this thing, or I heard you say this.

So, yesterday when you're talking to the technician team, is the situation, the behavior is, you told them that we needed to get our client number per day up.

Stephanie Goss: Right.

Dr. Andy Roark: Full stop. And then, tell them what the impact is. The impression that I got was, Talking like looking at them and then hearing them talk later on was that all they heard was you're not doing enough. You're not working hard enough.

Stephanie Goss: Right. You need to work harder. Yep.

Dr. Andy Roark: And so that's what I saw. That's the situation. That's the behavior. That's the impact now. I don't think that that's what you said just so you know I don't, that's not how I took it, but that was how they took it. And so I think I wanted to one, I wanted to sort of make you aware of it, but then two, I think together as a leadership team, we might, we might want to start really trying to focus on communicating our metrics in a way they're going to hear them.

Stephanie Goss: Yeah, because that gets you to the end result of the conversation, right? So the, the piece, the piece about, I love that, the SBI format as well. And I think the piece that for, for me, it has always been missing is it, what good does it do to give someone feedback? Even if you're talking in specifics about what they're doing, if you don't set an end result of where I've just told you this, but now where are we going to go from here?

And so I think to your point, being able to describe the situation and to, to give them clear example of the behavior. So what I heard you say was, was this, and to your point, the impact, like I heard them talking later and clearly the messaging to me, it seems like the messaging that they took away from that was they just need to work harder.

Right. And I know. And then that's where you're moving into the, how do you build commonality? I know that that's not what you meant. I didn't take it that way. I didn't hear it that way. You know, however you, you chose to say it, this is, this is what I, this is what I know you were getting to. And. Where do we go from here?

So, hey, next time, maybe try saying that same thing, but try saying it this way, right, and give them an alternative that uses your experience being able to look at things from the medical side, but also wanting them to succeed and use their skill set and give them a concrete example or say, hey, next time, would you like to sit down next time?

Bye. And talk about it before you lead the team meeting so that I can give you some, some input, or I can give you feedback on how it's coming across to me so that you feel like super confident before you talk to the team about numbers or whatever it is, right? There are ways that you can then move the conversation to where do we go from here that helps them move it along versus, yeah, I've just given you this truth bomb and I've dropped it in your lap and set it off.

And now. I'm just gonna walk away, right? Like, who, how does that help anyone? So I think remembering to take that, that end piece and say, do I help you get from A to Z is a really good way to wrap that use of SBI up for sure.

Dr. Andy Roark: Yeah. I, I, I like that a lot. I, you know, you don't have to say everything in your mind at once, too. I, I think I would sort of say, Hey, you know, I think maybe we can, maybe we can talk about this. differently or I was thinking we as a leadership team should maybe lean into more of this sort of messaging and then I would stop talking and I would see what they have to say And it's that I'm not trying to again as soon as people think you're lecturing at them, you know, this all goes it comes apart It's really hard sometimes not to give your whole spiel.

But again same thing with clients, you know Like it's chunk and check hits give them a chunk of information Check in, see what they're thinking, where their head's at. And so I think I would, I would sort of give that to them, sort of see what they did with it. And then to your point, you know, based on what they said, I would say something along the lines of, you know, I think maybe we need to talk about keeping, making sure that we're getting our patients in who need to be seen as opposed to talking about our, our, our client number per day, you know, just as a straight up number.

And again, I, again, I would even say, I don't know. And that's just. That's, that's one idea that I had. And it's enough to kind of, just kind of cajole them without making them feel, get the wheels turning. Let them, let them come up with it on their own. But the goal, like, you're not this person's boss. And so, if you want to get credit for being a genius, this is the wrong person.

This is the wrong game to play. If you just want to make this person more successful, then you can do that very subtly, and they'll never really know that you helped them, and you have to be okay with that. And I think, but I think that, guys, that is really the Jedi level, is when you have a way of asking the question.

There's a Buddhist story, but it's something along the lines of, you know, the true master, you know, causes the student to have a realization and the student never knew that he was taught, you know, something like that. And it's, it's that, it's that, but again, if the goal is to make your place a better place to be and to make this person successful for the good of the team and the patients and the clients, then you can sort of say those things and just don't, don't even make it a thing.

Let them, let them figure out how they're going to say it differently. And just kind of, and remember it, lean into your positive reinforcement. And you can very gently, you know, kind of move this situation often where you, where you want to be, or you can at least make it 80 percent better without, without a whole lot of, without a whole lot of effort, but you have to have the emotional maturity to not get credit for the work that you're doing.

And I think a lot of people get in trouble because they need to be seen as a mentor. It was like, if you just didn't care about that and just work to make the practice better and not cared about who caught the credit, I think that you could have a happier place to work much faster.

Stephanie Goss: I love it. That was fun.

Dr. Andy Roark: Yeah, I think that's really fun. I'm glad that they asked this question. It's a great one. The old medical director manager interpersonal interactions, like, man, that's fertile ground. There's just, there's so much there and there's so many people who sort of struggle to navigate that relationship.

And, and honestly, that the importance of that relationship has shot up exponentially in the last five years. And, you know, yeah. Ten years ago, the medical director manager relationship wasn't nearly as important for most practices as it is today. And like, that's just, yeah, it's it's, it's how, it's, I don't know, it's, I, I love, I love that stuff.

I think it's a neat picture of how our profession is changing and how medicine is changing and how practice is changing. And just, I don't know, it's I'm glad, I'm glad to get questions about it.

Stephanie Goss: Have a great week everyone.Take care.

Dr. Andy Roark: See you, gang.

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

Jun 05 2024

My Boss Oversteps Boundaries

An associate veterinarian who loves their job, is struggling with a practice owner's overbearing management style that pushes the boundaries of work-life balance. The team receives numerous emails and texts on their days off, and the feedback is often negative and micromanaging, creating a stressful work environment. Dr. Andy Roark and practice management super nerd, Stephanie Goss get real vulnerable sharing their own experiences with similar challenges. Together they offer insights into setting boundaries and fostering a positive workplace culture while taking our listeners on another ride to Camp Tough Love. Let's get into this episode…

Uncharted Veterinary Podcast · 290 – My Boss Oversteps Boundaries

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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As an Uncharted Member, you can consult colleagues on pressing issues, join free workshops like creating pay scales, and enroll your team leads in specialized summits. Since 2017, Uncharted Veterinary Conference has empowered over 1,000 veterinary professionals worldwide with essential leadership and communication skills. Our programs cover business strategy, conflict resolution, leadership, and culture management, ensuring impactful changes in your practice. Join our supportive, solution-driven community and transform your practice today!

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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, we're taking a letter from the mailbag from a team member who loves their job, loves their team, loves their practice, and they feel like they have a practice owner who oversteps personal and professional boundaries and really focuses on their the negative. This one's a little in depth. We got a little a little excited, a little heated, maybe a little bit vulnerable as well, as Andy and I both shared some stories from our own personal challenges on the road to becoming a leader. And It was really fun answering this question. Let's get into this.

Dr. Andy Roark: And we are back. It's me, Dr. Andy Roark, and the one and only Stephanie leave a message and I'll call you back Goss. 

Stephanie Goss: That one's so appropriate. I like that one.

Dr. Andy Roark: I thought– I was very proud of that one.

When we did this episode, like, if you haven't picked up, every, every one for the most part ties to the episode that we've got. I– some of them are subtle, some of them are a stretch, but there's always some tie.

Stephanie Goss: Some of them are a stretch. How's it, how's it going Andy Roark?

Dr. Andy Roark: Oh, it's great. It's great. I am fired up. Today, tonight, tonight, Stephanie Goss, my triumphant return to improv comedy. I took, I took six months off, and I am glad that I did. I am really glad that I did. I, when six months ago they have, so the comedy group that I'm with, they have seasons, which I think is really nice.

So they have seasons and they have a little like break time in between the seasons. And but it's a, it's a theater and, and they, but they have seasons and I, Realized that I, because in order for anything to get done in my life, it has to be on my calendar. So like, you know this, I live on my calendar and so improv goes on my calendar.

And six months ago, improv shows and practices were no different to me than Uncharted meetings or or visits to,

Stephanie Goss: Right. Work.

Dr. Andy Roark: You know what I mean? It was, they were just blocks on my calendar that I got up in the morning and I was like, Alright, looks like I've got a 7:30 p.m. to 9:30 p.m. commitment tonight. And, like, it was, it was, I just, the fun had kind of bled out of it. 

Stephanie Goss: You weren't having fun. Yeah.

Dr. Andy Roark: It was just, it wasn't that I was, I wasn't unhappy. But also, I wasn't, I wasn't looking for, if you were like, Are you looking forward to improv tonight? I would, I've not, I would not have yeah, I'm not dreading it, but also, no, it's, it's just a thing that I'm, It's right, because one more thing on top of everything. It's one more thing. Yeah. Again, and I'm blessed to have a job that I really love. So like, my calendar is full of things that I like just fine. And so anyway, but it, the magic was definitely gone. And so I, I thought I was quitting improv. It was actually kind of a little bit challenging for me. But I was just like, I, I just, this isn't doing it for me.

And my friend who runs the theater really encouraged me to take a break. And he was like, just take, just take, you can always come back. And you know what I found in life, Stephanie, is that you can always come back, and like, I did not believe that for a long time. I always thought that if I stopped practicing for a while, I could never come back.

I always thought that if I stopped traveling and speaking, nobody would invite me to their conferences anymore. And I can tell you, after just not doing anything after the pandemic, and starting to pick it back up this year, that's just not true. People will invite you back. And if you have good relationships and you take care of people and you, especially if you communicate like, Hey, I love you.

I just, I need a break from this. And then you, the door's always open to come back. And so same thing with comedy. And you know, I, I wasn't really, I, I had enjoyed having six months off and my friend reached back out to me and says, Hey man, the new season's coming. We've got a team that's getting together.

I think you'd be really, I think you'd have a lot of fun on this team and they, they could, they could use you. And man, lo and behold. 

Stephanie Goss: So, here you go.

Dr. Andy Roark: I was like, you know what? It's funny. We left, we left lunch and I said to him, you know, I did not have getting back into comedy on my bingo card today. I did not, but I, I have been so excited about it ever since that.

And um, and so, yeah, we did. We had a little audition meeting for the theater and I was like, yeah, this is this. I, I like this. Like, I'm, I'm good at this. I like it. I just, I had, I had no idea. I had started to miss it and now I'm like, yeah, this is, it's feeling like opportunity and excitement and not just another thing on my calendar.

So anyway, I think that people should take more breaks. I think people should take more breaks from hobbies. I think people should take, I think you should take breaks from your family. I think if you just want to leave for like six months, they'll take you back. You can just go away if you want. I don't know, that's not a thing that I've seen, but if improv comedy and having a family are anything alike and I think they are, then we should have, first of all we should have family seasons we should just, a grown up should get a, they should get an off season and the kids can just kind of be feral and like raise themselves for a while and then I'll come back in and everybody's gonna be recharged and ready to go.

Stephanie Goss: There is, as a parent, I, like, I want to acknowledge the truth in that, not, not leaving for six months, and I, as a parent, being on all the time, you need a break, you need a break, and, and for a whole million different reasons. Some of us are in positions where we don't get a break or we are on 24/7 and you know, I will say like I, I, I love my kids and to your point, getting to step away and look at, look at it and say, this is amazing.

Like this is why I love them and I do miss them and I'm excited to come back home. Like I think about it that way when we travel and I get asked, you know, do like, I get asked by friends who have kids or friends who have especially new kids are like, is it so hard to be away from them, from them?

And I always felt guilty being the, being the one who was like, No, because everybody else was like, Oh, I miss my kids so much. And I'm like, I'm, I'm a terrible mom. And there's truth in that for me that I am a better parent. I'm more present. I'm more grounded. I can, you know, keep my S together when I just want to lose it so much better when I have had a break and I have been able to be,

you know, me and like. Or like you said, do something that I really enjoy and then come back you know, able to like handle it and that's, I, you know, I really in joking, you know, taking a six month break and like, that's why I love having a village because sometimes you just, you got to take a break.

Dr. Andy Roark: Yeah.

Stephanie Goss: Sometimes you just gotta take a break. 

Dr. Andy Roark: Oh, I think that's true. That's one of, that's one of my knocks on, on pro sal compensation for doctors and like I'm not anti pro sal or anything, but I, but when I was practicing full time, you know, and that was my 100 percent my job, I never took actual vacations. I would always, the most I would do, I would take a, a Friday, maybe a Thursday and a Friday, but basically, and then I would be like, Oh, I got three days off.

I feel good and maybe it's just because I was younger, maybe I felt differently or I don't know. Anyway, I would put that forward to, to, to vets that are out there in practice. Like I know that it's a, it's a lift to really get off. But I think, I think getting away, away from the practice and I don't mean getting away and letting them call you with questions.

Stephanie Goss: Like truly gone.

Dr. Andy Roark: I mean, just not being a vet for two weeks. I think that that might have a significant impact on some people if they were to be able to pull it off. And again, I know that's not easy, but I'm just saying

Stephanie Goss: Yeah, we–

Dr. Andy Roark: I underestimated how much getting away and like really being away would impact me.

Stephanie Goss: Yeah, we have an episode. It's, it's an, it's, I think one of our OG episodes. I think it might've been in our very first season. But, but maybe maybe a little bit further in, but where we talked about ProSal and I think we talked about this, this episode is not about ProSal, but we talked about that and I really firmly believe in, have always like I'm a big fan of ProSell and the reason that I'm a fan is because I always did my calculations and factored in whatever their vacation is because you can't give people time off and then not allow them to take it. And so for me, then it would, their pay formula was basically, based off of if they're going to get four weeks of vacation.

Like you subtract that and then you start the, the piece. So if they want to take more than four weeks, yes, that impacts it. But if I'm going to give them the time, I want them to be able to take it and actually truly walk away because otherwise you're not letting them take that time.

Dr. Andy Roark: Four weeks?! What did you have a practice in Holland? That’s not America, Goss. We don't do that here.

Stephanie Goss: Says, says the man who runs a company with unlimited off.

Dr. Andy Roark: I do have, we do have a limited time off. That is true. 

Stephanie Goss: Anyways so we got, we got a mailbag question that was, that was great. I always love it. When Andy loves to hear how much people love us. I always love it. When people tell us how they listen to the podcast and this one came in and they said that they listen on their way to the clinic to get themselves in a positive and motivated mindset to start my day in their thank you.

And so I, I appreciate that. They were also was fawning over Andy and how amazing the, the, the podcast is, but 

Dr. Andy Roark: I didn't see that in the notes. Did you edit that out? I think you deleted that before you put it into the into the notes. Mm

Stephanie Goss: Anyways this person gave a preface that I think is really important, which is. They love their job. They love the profession. They love patient care and, and their team. And there's a situation going on at their work that they're really struggling with. And, and there was a lot of background information.

We're going to use some of that, I think, as we, as we talk about it. And, I think that it sums up with this person is, is struggling because they have a practice owner. It's a small practice. There's one vet who is the practice owner. It's not a partnership or anything. And that, that is really pushing the boundaries when it comes to work life balance.

So the team gets lots of, for example, the team gets lots of emails or texts on their days off. And, the biggest challenge, I think, is that they are they are really negative in their feedback to the team, and it comes across as micromanaging as well, because what is the focus is on pointing out the flaws.

And so the end result is a team where they feel like they're getting tons of work on their days off and they feel like all of that work is framed very negatively. Whether it's this client didn't, you forgot to call this client back or hey, you know, this, this thing happened and it's because X, Y, Z didn't do their job kind of a thing.

And so this this doctor is like, hey, Hey, what do we do about this? Because I really do love my job and this practice owner is making it miserable because I feel like it was funny. They they said it feels like there's a dark cloud over your shoulder and. ever. You're just waiting to make a mistake and for that mistake to be corrected and pointed out in a way that feels demeaning.

And when I read that it like tugged at my heartstrings because been there and I have been in that position where you have, you feel that way at work and it's a crappy place to be. And so anyways, their, their whole ask was like, Hey, when you, when you love your job, is and this is the work environment,

what do you do about that? Especially if you're in a place of potential influence, like being an associate vet or being a, you know, team leader or whatever.

Dr. Andy Roark: Yeah, this was this really spoke to me. So I want to highlight something before we get into to headspace This person said very clearly, I love my job, the profession, patient care, and the team, and that's important. This is not a toxic relationship, necessarily. Well, there's some toxic parts about it, but this is not something where this person feels beat up or abused, and I, I think that's really important, because I'm gonna go forward under that guise of, there's obviously a lot of good things about this practice and this team.

Let me start by being a little bit vulnerable here and telling a story. I spent my 30s afraid that the wheels were going to fall off of the company that I built and the things that I did. I just, I was motivated by, I was motivated by fear. I was always worried that that there would not be enough resources to support the people that I brought on.

That that, that people would lose interest in what I was doing or, or what our company was doing and things like that. And there was no amount of history that seemed to be able to talk me out of that. Looking back, it was like you were successful again and again and again, and I was always afraid and I don't know if that's just what it means to be in your thirties to to run, you know, just try like afraid that it's going to come apart.

But that's that's how I was. And so how it felt to work for me. Based on interviews with a lot of people who, who were there is I was always blessed to have people who saw the vision and I think they saw that I was in it for the right reasons and they, I think they saw how much I cared about them and how much I cared about the profession and they felt like they were a part of something that mattered and I, and that was authentic.

Like I wanted them to feel that way and that's true because that's how I felt.

Stephanie Goss: Right.

Dr. Andy Roark: But I also think that there was a lot of weight that I put on them because I cared a lot and I worked all the time. You know, it's funny one of my employees back in the day, people would ask her You know, what's, what's the secret?

Why is, why has Andy been successful? And she's like, he never stops working. And like, I like my job and I like to work. And so I, yeah, I, I work a lot and I was always worried. And so what that meant from an employee standpoint is they, I think, I think the people who worked for me cared a lot about me and about what we're doing.

And they didn't want to let me down. And they saw me working all the time and I showed them me working all the time. Like I was very transparent about what I was doing and, and then I would message them, you know, in the night and stuff like that. Not with any, any, and honestly, no, no intention they respond, but I, I wanted to get it off my plate or I wanted to be there if they were available or if they saw it, maybe they could just let me have this answer so that I could keep working at home and things like that.

And so that's, that's how I ran my company and I don't think I, I don't feel like it runs like that really anymore, Stephanie. It's, there's still, I still care a lot and I still work a lot, but I, I, I. I had to come to some realizations that I'm going to talk about in this episode a little bit about kind of why I was behaving that way and what that would look like.

And so I want to start this with great empathy for the business owner, the business leader who's doing these things. And I take the fact that this person enjoys their job to mean to me that they're not a villain, but I suspect that they probably are running kind of like I used to run. And so anyway, that's, this is sort of a personal episode for me, I think, just because I really, I see this person through this letter and I go, yeah, I think I know who you are.

I think I know, know what you are, cause I'm it too. And so anyway, I think, I think the first sort of opening part for me is like, I think. Starting with some empathy for this person is probably the healthiest part of headspace. At least it's the part that I want to start with.

Stephanie Goss: No, I I think

Dr. Andy Roark: You were there for some of it. Do you, did you have that perception?

Stephanie Goss: I, I was, I

Dr. Andy Roark: You were there for the tail end. You were there for the tail end. I got, I got, you helped me get better about running that way, I think. But you were there for some of it.

Stephanie Goss: I can't, I don't know what you're talking about, me opening my mouth and telling you. I'm telling you the truth.

Dr. Andy Roark: Yeah, I

Stephanie Goss: No, I, yeah, I mean, I think, so first of all, like, I, I think both of us will probably be a little bit candid because to, to your point, I have experienced I, I have actually experienced both sides of this.

And so I agree with you, like, I think, especially if the person involved in this case is a business owner, I think it is really important from a headspace perspective to ask yourself the like, what stories could I be telling myself here? And it's really easy to immediately lean into like, They're driving me crazy.

They're micro, they're asking me, they're micromanaging me. They're asking me to micromanage everybody else. They're not respecting my boundaries. They're texting me on my day off, all of those things. It's really easy to get into that headspace. And I completely understand why, because I have been that manager who is like, for the love of Pete, if somebody else texts me on my day off, I'm going to lose my mind, right?

I have, I can empathize with the manager here and I can empathize with the business owner, because when you have. what feels like the weight of the world. To your point, Andy, when you have employees that you're taking care of, there is always a little bit of fear. And I would say if you don't have a little bit of healthy fear, if it's always cowboy up, like it's probably not a good way to live either.

It's got to be somewhere in the, in the middle. And to your point, it's really easy to slide into that place of fear and always be working. Always be trying to go harder. Always be trying to make sure that everything is, is happening the way that it's supposed to, because you feel like you are responsible for the people on your team.

And so I think you know, you, you were really vulnerable and candid there with, with speaking to your own experience. And I think it's a really healthy place to start the headspace that just having this conversation really requires the ability to have empathy and try, really try to ask yourself the question of what else could be happening here and try and put yourself in someone else's shoes on both sides.

Because in order for this practice owner to change, they're going to have to understand what that , what the impact of that is on their team, including our writer. And to your point, I was there. And I think that I can say that some of the conversations that you and I had, although exceptionally painful, I think, probably for both of us.

You have to be able to see the other side and you, you know, I could see you working so hard and trying to, trying to impact and grow because I could see that you were worried about all of the team and taking care of everyone and I also could see the impact and the perception as someone who lives on the West Coast and could wake up at 4 a.m. my time where it's like 7am Andy's time to a whole list of messages that felt overwhelming.

And to your point, yeah, as I would like just speaking candidly, because you and I have talked about this before, like, it is overwhelming as a team member to wake up at 4am and be like, Okay, in my head, rational me knows you're three hours ahead, you're just getting a head start, you want to get things off your plate and get moving.

I knew that you didn't expect me to answer, necessarily. And I also knew there was probably a part of you that was hoping I would answer back so could get on with your day. And so I always had, I had this feeling in that period of time, like I had to always be on. And like this, this writer was saying that that feeling of when you're on your day off, like if you don't answer, are they, are they, and everything just piles up, are you going to be in trouble or someone can be angry at you because you didn't do your, do your job when it's not really the way that it is?

You're supposed to do your job, but it, but it feels that way. And so I think the, the ability to have empathy and put yourself in both sets of shoes is really important here.

Dr. Andy Roark: Yeah, I don't think people felt like they were going to get in trouble, in my experience. But they did feel like they were letting the team down. And that was, and I didn't realize at the time, I didn't realize how powerful that was. And I didn't necessarily realize how much control over that I had. And so anyway, those are, I can't, I don't, I can apologize, but it's, it wasn't.

It wasn't intentional. I didn't know. And you just, you have to I'm being open about this just because I would love to speed some people through this part of the journey.

Stephanie Goss: Right. Cause it's painful.

Dr. Andy Roark: I had to, I had to wade through it by myself and took a long time. So there's that. The other thing I would say too is I don't think you have to be a business owner for this. I think you just have to be a person who's under pressure.

Stephanie Goss: Yeah.

Dr. Andy Roark: You just have to care about your job and to be under pressure. And that can lead to these. Okay, cool. So let's get into this. So overstepping boundaries and focusing on the negatives, right? Those are fear based behaviors, as I said from my own story.

Those are fear based behaviors. Why do they reach out to you in the evenings, on the weekends? Why is everything negative about this isn't working, this is broken? So it's fear. So number one is, this is not working. We're making mistakes. We're not doing it. going to make it, whatever that it is, it is those kinds of emotions that, that drive the person to, to reach out.

They are not reaching out because they're megalomaniacs. They're not reaching out because they want to manipulate or control you for the most part. I, that's not anything I've seen. It's not because they're greedy and they want to make more money. It's generally because they're afraid at some level, and it may be, they might not even recognize that they're afraid, but those are fear based behaviors, right?

Catastrophizing and you and I joke about this all time about me living in a box in the woods. And again, those are the things that motivate you to reach out because you're like, Oh my God, we don't have this thing. We don't have this paperwork. This person is upset and I don't have the time to engage with them and they're going to quit.

And they're going to write a one star Google review saying they're ex employee and then the news is going to pick it up and they're to be on CNN and are Clients going to see it, and then they're going to believe that we're monsters, and then we're not going to be able to make our rent, and the bank is going to take my house and kids college funds, and I'm going to get divorced, and I'm going to live in a box by the river. 

Stephanie Goss: Yeah, I was going to say, that's when we know Andy's in his box in the forest.

Dr. Andy Roark: when I'm living in my box in the forest by the river. And that's how I get there, because you weren't available on Wednesday afternoon when Tina was having a meltdown because we canceled bagel morning. That's why, that's why I'm in the box in the woods. And that sounds so ridiculous.

That's classic anxiety behavior of catastrophizing. And so, like, I see it all the time. Okay there's, part of catastrophizing is this idea of the spin up of this has, I have to, and this is where the, the immediate negative feedback comes from is if I don't say something, this going to continue, other people are going to see it, and then they're going to start doing it, and so you feel compelled to say something right now.

And it's negative because you're not like, again, there's no urgency to give positive feedback. There's no urgency to tell someone that they're awesome or they're doing something great. But the idea that they're going to do something bad and other people are going to do it that way, or it's going to have all of these problems associated with it, and it needs to stop right now.

There's urgency on the negativity that's on the positivity. And so you just can't tend to get those things. And then there's also for me, part of it, the last one I'll just say real quick is, you know, as a sort of a busy person, I very much would always worry about forgetting things. And so I'm like, well, I see this.

I'm just going to go ahead and send her a note right now because it's top of mind and I don't want to forget it. And again, that was, egocentric behavior in that I want, I did want to, I wanted to, I didn't need you to respond, but I want it off my plate. But what I didn't really understand, what I think a lot of people don't understand, is sometimes taking something off your plate and putting it on someone else's plate, is putting it on their plate on their day off.

And they're going to see it there, and it's going to rob them of some of their ability to unplug and relax. And again, it took me a while to realize that. You can still take things off of your plate and put them into a Google document that you have on your phone and on your computer that you will reference when you get back into the office, or you're going to put them into Slack and you're going to hit the schedule message button to kick back in when the person is in the office and they'll get the message at that time.

But those were all lessons I learned, but that was the, that was the fear that would drive those behaviors for me.

Stephanie Goss: And I think the last two, well, all of them are, are super valid in the clinic. And I think the last two really for me and my experience in the, in the clinic have significant weight. It's the idea of like, if I don't stop this, right. Now, then something else is going to happen to your, you know, like someone else is going to start doing it, but you know, the, the spinning out, that's the, that's the start of the spin up.

Like you said, I think the last one is the most, the one that is, carries the most guilt in the practice, because let's be real, being in the practice is chaotic. It's crazy. It's busy most of the time. And so for a lot of us, and I say this myself is this was one that I, I'm still guilty of and have to work really consciously to avoid doing, which is I am super busy.

And if I don't say this thing, if I don't write it down, I will forget it. And so I think it's that way in the clinic of like, Oh, and I, cause I always used to wonder why everybody would do like the drive by, like I would be at the front desk and I'd be working and someone would be like, Oh, walking through, Oh yeah, by the way, you know, the, anesthesia machine is broken and we need you to call Patterson and it's like, I'm, can you see that I'm clearly helping a client and am I, am I going to, like, am I going to actually absorb that information?

And so I, and I know there's no mal intent on the part of the person who's telling me they're like literally walking by, they're like, I see you, I'm going to tell you. So, and I think in some ways that is even harder when you're, when you're Not face to face, because like for us and our team, like you said, we can't see each other.

So if someone walks by me in the clinic and sees that I'm talking to a client, it is easier for their brain to process that and be like, Oh, cool. I have to write that down to your point. And I can tell her about it later because she's with a client. You still are going to have people who operate from that place of fear of like, I cannot, I have to get this out because if I don't get it out, I'll forget it.

So they're going to say it. No matter that you're in front of a client or not, but when you work on a team that is remote or you have a hybrid team, I think it's really, really important to acknowledge that when you can't see each other and you don't know what other people are doing, this is the hardest, hardest piece of it is the, I'm just going to say it right now, because if I don't write it down, And the impact of that is that you have no idea what the other person is doing.

You don't know if they're with a client. You don't know if they're working on something. You don't know if they're on the phone, etc. You can't see that. And so I think that that makes it even harder to, to get into the right headspace and stop catastrophizing when you can't see each other.

Let's let's take a break here and let's come back and let's get in some action

Stephanie Goss: Okay. Sounds good.

Hey friends, in just two weeks, me and some of my favorite Uncharted team members, Dr. Andy Roark, Maria Pirita, CVPM and Tyler Grogan, LVT, will be at NAVC's HiVE event in Minneapolis. Now, I am super excited to be presenting a brand new sneak peek at some content that we are dropping late 2024, early 2025, the number one most requested thing that we have been asked for is training around conflict in practice. Whether that is peer to peer conflict, conflict between the front versus the back.

We all know that conflict exists in veterinary medicine and so we have spent some time putting together a brand new certificate on the essentials of conflict management.

 And it's not ready yet , but we are going to do a sneak peek of the content at this event that we are doing in conjunction with our friends at NAVC. So we will be in Minneapolis. It is happening June 15th and June 16th.

And because our friends at NAVC are awesome. They put together a deal where you can go to HiVE for one day and you can pick which day you want to go and then you can spend a day with us at Uncharted getting a sneak peek at the conflict management essentials and doing a whole day on conflict within the team.

So you go to our website at unchartedvet.com/events. You can find the information about conflict management essentials at NAVC HiVE. You can find out all of the details there and there are links that will take you to NAVC's website to let you register. 

There's an option for Uncharted at NAVC HiVE and it will let you register if you want to do the event with us. And this is really, really important because you can't just go to HiVE and then drop into our session. You have to register. So, go to unchartedvet.com/events check out all of the information we've got about the program.

Then head over to NAVC's website using the easy link and find out more, register, and then shout out on social media. Tell us that you're coming to join us. We can't wait to see all of your faces in just two weeks in Minneapolis. And now back to the podcast! 

Dr. Andy Roark: All right, we're back for some action steps and I have action steps for the leader here, the person sending the messages and giving the negative feedback. We're going to Camp Tough Love. yah! 

Dustin Bays: All aboard! Well, it's Camp Tough Love, like drinking dish suds. See the creation of determination. Get ready for a SAFE talk, you might need a stress walk. That's what we do at Camp Tough Love. 

Dr. Andy Roark: Alright, Camp Tough Love. Here we go. 

Stephanie Goss: We’re back again.

Dr. Andy Roark: I need you to, yep if you have the thought, everyone here should care as much as I do. Or they don't care as much as I do. I need you to hear this. Step one action step for you, my friend, is acceptance. Some Pet owners will never care as much about their pet as you do. They just won't. And some employees will no, most employees, all employees, will never care as much about the business as the person who owns it does.

Other people, some of us, live to work, and some of us work to live, and that's not right or wrong, good or bad. 

Stephanie Goss: Right, It’s just different.


Andy Roark: It's who people are, and it's what they want, and some people that you fall in love with will not love you as much as you love them, and that is just how it is. You cannot change other people and honestly, the idea that someone who doesn't own a business is going to care about as much as a person who does, that's, that's ridiculous.

It's just, it's not true. It's never going to happen. And, and even this, like, people who show up and enjoy their job and punch the clock and go home, they're not, that's not bad. That's probably healthy. They, they're not going to care about this as much as you do. Get used to the idea. Get used to it. Accept it, right? These are grown ass people, and they're going to work this job as long as it's good for them, and if it's not good for them, they're going to go somewhere else.

Stephanie Goss: Right. Right. 

Dr. Andy Roark: And if, and if your company goes out of business, you know what's going to happen to them? They're gonna go get a job somewhere else. That's it. That's the honest to God's truth. They will go on, and they won't think about you after a couple of months. I mean, they'll remember, but yeah.

Stephanie Goss: And as, as an owner, your brain tells you, if I go out of the, if I go out of business, if we don't, if everybody doesn't work as hard as I am and we go out of the business, it will be the end of the world. And I think the acceptance piece as the owner and the leader is to recognize, it won't be the end of the world. Like, you can go out of business and then still go and be a veterinarian and be a successful veterinarian. You might even own your own practice again after failing the first time. Like, failure is a part of life and that acceptance is really, really important.

Dr. Andy Roark: Absolutely. The best quote on this, the one that has given me comfort many times is this quote from Charlie Munger. He's a Warren Buffett's business partner. And Charlie Munger says, he says, any business that cannot withstand a bit of mismanagement is no business at all. And what that says to me is if your business cannot handle some bumps in the road and make it until the morning your business was already going under. Like that's that is if that makes the difference you were already toast. You are never going to make it and again that may sound ridiculous But that is how I that is how I saw it is andy if your business can't stand up overnight Without you harassing people, then you did not build a business that was strong enough to survive anyway.

And I, I don't know if that helps other people, but that was a big dose of acceptance for me. And I just decided that was true. And so if you can't let people be off, then your business has already failed. And if you can't hit your numbers without sending people text messages after they've clocked out and gone home, then you don't deserve to hit your numbers. Like that's it. You don't, and you're not going to. And if you do make it, it's not going to be worth it. Cause you're going to damage those relationships and stuff. And so I just had to come to the hard realization that I have to make my business work and run my business and manage my people during the hours that they're clocked in.

And that is a, like that is playing on hard mode compared to these people who are at my beck and call 24/7/365. But that's real life and that's part of being the type of person you want to work for is playing with those restrictions on yourself. And again, I'm not trying to shade entrepreneurs because again, I can say this now with a team of you know, eight ten people and, and, and we've got something that runs pretty darn well and we've figured a lot of things out.

Boy, back at the beginning, we ran real hard because we had to and so I'm not trying to shade people early on and maybe that startup mode, but that's not a sustainable way to live and continue to work in the long term. And so big Camp Tough Love moment is acceptance is key. Your business better be able to survive without you pinging people after they've gone home. And it better be able to survive with people, key people, taking days off. And if it can't, it's, your business isn't going to make it anyway. And you should just accept it and go find something else to do. And again, like, that's tough love, but that's, that's true. And so get it through your head. And everybody's gonna be a lot happier.

Now, that does not mean that you're gonna just throw up your hands. And it doesn't mean that you can't work when other people are clocked out and not working. It doesn't mean any of those things. It means you have to figure out how to run a business that involves you in engaging with your people when they're on the clock.

You need to figure it out. And I just, I, I, my tolerance for, People who continue to message their people through the weekends. And so it's gotten lower and lower as I've gotten older. And again, I used to be, and that's why I feel comfortable saying this because I was the worst. I was a bad offender and now I can speak inside. I've been there. I see it. I know why you're doing it. You got to stop. 

Stephanie Goss: Mm hmm. Mm hmm. Yeah. And, and on the flip side, I think I can, I ha, I ha, like I said in the beginning, I have felt but cause I've been on both sides of the equation and here I think I can speak to the manager's perspective. Like I have absolutely been that manager to your point, Andy, who loves their job and loves their team.

And so I have absolutely convinced myself that if I don't. If I don't answer this text, if I don't answer this email, that it will be the end of the world. And I think your point about, about the Camp Tough love and recognizing that some people will care and some people will not, that acceptance is, is really, really important because you cannot, what you will do if you allow yourself to not have boundaries, and if you allow other people to not have boundaries, enforce their lack of boundaries on you, where you will wind up is burnt out very quickly.

Because I did that. I like, that was, that was me. It was like, I have to answer. It doesn't matter if it's 2am. It doesn't matter if it's, you know, my day off. It doesn't matter if I'm, if I'm doing something with the kids, I have to, it's my job as the leader of the practice to take care of all of these things.

You know what? I'm not gonna be able to do my job if I can't show up tomorrow. And I say this openly and candidly as a. You know, I, I have been in long term recovery and so I can say this jokingly, but I am a workaholic as well. That is part of my addiction. That is part of my addiction cycle. And I have to work really consciously to not be that way.

To your point, Andy, now it's not because I feel like I have to, it's because I love my job and it's really, you know, it's like, it's really easy to be like, I love who we, I love our clients. I love what we do. It's really easy to be involved 24/7 because I love it. And that is my, that is my challenge as a workaholic.

Now I'm doing it, not because I'm afraid I'm going to, you know, not do my job or someone else is going to perceive me as not doing my job. If I don't do it more, Because I love it and I still have to have boundaries because you know what, I was that manager who worked myself into a place of burnout. And I can tell you now that my kids are teenagers.

I regret the hell out of missing their, basically their infancy and toddler dumb, because I, Worked myself into a place where I was convinced the world would end if I didn't jump whenever someone needed me and I missed so much of what I wanted out of that part in their life and it's, you know, your point is that the cliches are are true.

It is totally true. Everybody told me like, Oh, you'll blink and this will go by so fast. And now looking back at it, like, I do have regrets. And so when we talk about this and we talk about boundaries you know, I've had a lot of people say to me, and I know you have had this experience as well. Like, I really appreciate how open and, and honest you guys are about talking about some of these things.

And I think it's important because nobody, nobody talked about it. And I remember the first time someone told me like. I regret that period of my life. And, and so I'm working to make it different. And that unlocks something for me as a manager, because I, I like you is, you know, I regret a lot of those things that I did in my younger phase.

And so part of it for me now is like, in order to break the stigma, just talk about it. You know, we have to talk about the fears to your point. You have to be open as a business owner and talk about how it feels because it is scary to feel like you have the weight of your team on your, on your back. And it's the same for a manager feeling like, Hey, I, I want to take care of my family.

I want to be there. I want to be able to be a person. I want to be able to have work life balance. And I also really love my job and I want to take care of my team and I want them to think that I care about them. And if I miss this phone call, are they going to think that? That place of anxiety is a, is a really easy place to get to.

And I agree with you. Like the Camp Tough love piece is you gotta, you gotta accept it. You gotta have boundaries. 

Dr. Andy Roark: Whenever we talk about boundaries, cause I, cause I, I'm on board with you. I just want to be really clear about this. Whenever we talk about boundaries, to me there's two pieces. There's personal boundaries, and there's practice boundaries. And I think sometimes we screw employees over by saying, you should have better personal boundaries.

The reality is, no, your practice should protect you from having work pouring into your personal life and at the same time, at some point, again, when you're, when you're a workaholic you can't fault the practice if you're calling in asking people. How's everything going? Everything okay there? If you're texting people on your day off, then you're the one who has to have a boundary, but it's got to be both And so I think that's gonna be sort of my tough love for the manager. So my action steps for the manager.

The first thing I would say is, you know I tell you this whole story so that you might view this person with kindness and say okay I get I get it. I see them for what they are. I, I like to imagine people as, as 11 year old selves, like, you know, like middle school kids. If you imagine this person as an 11 year old texting, calling after dark, pointing out what's wrong, it makes it a little bit easier to just kind of, I don't know, kind of, kind of chuckle at it or recognize the behavior for what they are because we're all, we're all kids just masquerading.

And so these fear behaviors of. You know, telling people what to do and, and, and calling people, it's, it's all, it's all the, the, the inner child that's afraid is kind of doing it. If it, if, I don't know, that helps me to sort of see people a little bit more clearly. Remember, go in, go in for your safe conversation with your boss, right?

Can you, don't go in when you're triggered. Sit next to them, smile, assume good intent. How have they been set up to fail? What, here's my fault. What have I not communicated as far as my boundaries? Like, what should they not know about, about our communication style? And then what's the end result? Which is, what is an acceptable volume of communication to you? Under what circumstances is it acceptable for the boss to contact you? And maybe it's none. Probably it's we're probably not all or none, you know, it's probably there's probably some middle ground kind of there. But again, it really I'm not trying to there's no right or wrong. It's up to interpretation, but it's where you are, but get ready for that safe conversation. I think you need to be honest and kind with your feedback.

And so kind is not you're a monster. You're ruining my life But it's hey, remember remember our you know, our eye statements I feel this way. I, you know, I'm concerned that I'm going to burn out, and I can't, I won't be able to keep doing this, and that's a real concern that I have, and I think you should be honest about that, because if you don't give any indication that you're internalizing this, that it's affecting you this way, she's not going to know.

She, I mean, she can't, she should know, but she, she doesn't, and so if you don't communicate that, then she doesn't have the information she needs to change her behaviors, you know? 

Stephanie Goss: Yes. I think it's important that, that they understand the impact that it has on you, on the team, et cetera. Like how, whatever it is that you're talking about, they need to understand the impact. And it's really important when we talk about impact that it not be like you're pointing the finger or blaming them because that immediately makes someone defensive.

Right. So your point about, you know, when using the I statements and saying like, when you called me on your day off. This is, this is how I, you know, felt like I had to respond or this is how it made me feel, but not when you called me on my day off, it ruined my entire weekend, right? That's immediately going to put someone on the defensive.

That may be the case. You may have felt like your whole weekend was ruined. And if you lead with that, you will immediately derail any of the safe steps that you walked yourself through to be able to have that conversation with them because that person is immediately going to be on the defensive.

Dr. Andy Roark: And then the professional tool that we're going to reach for right here is the old Medical Director, Practice Manager, Ways of Working Tool. And so the Ways of Working Tool is the agreement that we have about how we're going to treat each other and how we're going to communicate. How do you like to be, how do you like to receive feedback?

When do you like to receive feedback? How do you want to have communications handled when you're not in the office? Like what works for you. Let's talk about how we want to be communicated with and and figure out, you know, what, what is going to work for us, but it's starting to have that open conversation is transitioning from this is how I'm feeling.

This is what my concerns are about the future to I would like to talk about communication strategies that are going to work for you. That are going to meet your needs and also that are going to meet my needs. And this owner, one of the things that I will say, if you were a manager of other people and your go to strategy is to message them when you have thoughts, instead of to collect your thoughts in a place that you'll be able to find them, you need to change up what you're doing.

And so one of the things I would recommend for this manager is to say in this ways of working conversation, let's go ahead and organize a standing meeting. So that you know that you and I are going to have some face time every week and if something is not absolutely burning on fire needs to be addressed right now, I'm going to ask that you add it to the agenda for that meeting and then we'll talk about it there and it's amazing.

So I mentioned early on for me, I would message people because I didn't want to forget what I was going to say. And what happened is I set up a nice little, I use Notion, but you can use Google Docs, you can use whatever. I set up a nice little Notion page with all of my team members, and when I have that thought, instead of going to Slack or text messaging, I go to Notion and I press their little face picture, and then I jot down what I was going to say, and I know that when we get together, I will have a list of those things, and it will not get forgotten.

And then I can go on with my day. But those are the types of communication tools that both of you should have. And so again, I would, I would frame this as it going both ways. I'm not going to message you on your day off because you need to unplug. And so I'm going to take these things and I'm going to add them to the agenda.

And if you want to know what's on the agenda, maybe it's a shared Google Doc, you can see what's there. Or you can ask me when you get back in the building and I'll tell you what's on the agenda. But, I'm going to take these things and save them until our meeting and you're going to take your things and save them to the meeting. And then we're going to have a really good, very action oriented conversation. And we're going to stop messaging ourselves all the time.

Stephanie Goss: And I think that this is. It's vitally important for people who are in positions of leadership. And it's usually the first thing that we skip. I think part of it is recognizing for how many of us have actually sat down with our boss or with our partner in the practice and said, what hours are we going to work?

And, and I think that it's vitally important for so many reasons, and the biggest one is just because you are invested in the practice, whether you are a manager, whether you are an owner, whether you're a medical director, if you are a leader, it does not mean that you work 24/7. I, like, I just have to put that down.

I think we put the expectation upon ourselves a lot as leaders in practice, particularly if you've been a practice owner. Being a leader means that we have to be able to handle whatever the practice is going to throw at us whenever it gets thrown at us because That's the role. That's bullshit. That's not the role.

That is a made up story that we have told ourselves in our head. Now, it may be a part of your job and I can hear people already being like, well, but I have to be on call. That's part of my job. Okay. On call is different because on call has a beginning time and an end time. You're not endlessly on call forever, 24/7.

And if you are, Like, that is not a sustainable lifestyle. I would advise you to, to think hard about that. I think that we automatically put that, that on ourselves. I did. I was like, well, I'm, I'm the manager, I'm responsible. And so of course, if there's an emergency at 2am, I should get a phone call.

You know what? It took me years to be able to really actually look at that in a healthy way and have the caught to your point, actually talk about it with my practice owners who, who literally, this was life changing for me, looked at me and said, No, if the fire alarm goes off at 2 a. m. and we had someone overnight in the building, or someone's overnight in the building, and they looked at me and they said, if the fire alarm goes off at 2 a.m., what the hell are you going to do about it?

I want them to call 911 and get the fire department to come. And that, it sounds so crazy to me now because it is so simple, but that was life changing for me to recognize I had never actually asked them. What the expectation was for me as a leader in terms of the communication.

And so to your point, if you have not actually sat down and had that conversation and there's tons of resources, I'll put some in the show notes that you can find online. Just, just Google like, ways of working or how do we work together? Working contract. You'll see so many questions that you can answer as a group to ask those questions of like, how are we going to communicate on our days off?

What are the way that we are going to agree to talk to each other? To your point, Andy, are we going to use an agenda and where is it going to live? And how do we both have access to it? All of those kinds of things are really, really important. And if you're on either side of the equation and you think that your position of leadership means that you have to be available 24/7, stop and have the conversation and ask the question because it is.

It can be absolutely life changing and for two reasons, because if the answer is, I expect you to be on call 24/7, then you have communicated it. You have been able to receive it. And then you as an employee or as an owner have a choice of what to do with that information. But if you don't have the conversation, you don't have the ability to do anything with it.

Dr. Andy Roark: That's exactly right. And I think some people are afraid of the answer they're going to get. They don't want to, no, they want to keep kidding themselves. That, oh, they don't really expect me to be available all the time. Yes, they do. I mean, maybe. I don't know. Hopefully they don't, but maybe they do. And, You know, we've had feedback from managers before that have been like, Oh, we have a group of partners and they all text me all the time. I've asked them to stop and they won't stop. And I'm like, well, they have told you what this job is going to be, and you have a couple options. You can go back and tell them how much it's going to cost for them to pay you, for you to do this job in the way they want it done.

Or, you can leave. Or, you know, you can do whatever. But, but once they told you what they are. But some people don't really want to, they don't want to believe it, and so they're afraid to ask. And so, nope. You can make that choice too. I, I don't want to hear about it. I don't want to hear about it. Eyes wide open, clear communication, this is what I need, what can I expect, and again, people are going to fail, like I said, we're starting with, we're starting with an open heart and saying, I see people are trying at some point, you're going to have to pick your poison, that's where every episode ends with, and pick your poison. And that's, that's where we're

Stephanie Goss: Well, because, because they ended their letter with, is this, like, do I just cut and run? Like, am I, is picking my poison the option that I might just have to leave my practice because I can't make another person change?

Dr. Andy Roark: Sure, I mean, and again, it's, it comes back around to how much do you enjoy your job? Cause they all said, I love my job. And I'm like, well, if you love your job. Then that's worth a lot, you know? And here's the other thing, too. Is, are we gonna flip a switch and have this problem go away? Probably not.

But we can wrestle it back. Maybe. I mean, I hope we can. But we can wrestle it back. And so, you're probably gonna still get some negative feedback. And you're probably still gonna get, you know, some text messages every now and then. But if you get half as much as you get now, would you feel differently?

Would that be enough? And maybe it would be, maybe it wouldn't be, I don't know. But at least, I mean, it's worth communicating where you're at. And then you're empowering the other person to say, well, she says she's gonna leave if this keeps going because she's gonna burn out. I have a choice to make. And the sad thing is they might not make the choice you want them to make.

They might be like, well, I'm gonna do it because I can't stop. And that's. It's funny, a lot of times we make those choices, and they're just sad. Like, they're sad because you wish people would be different than they are. But sometimes, again, like in my case, I heard it, and I tried, and I worked on it, and I'm not perfect, but I've come a whole heck of a long way. That's it. The last part, I'll just throw this in, and then we'll be done, but the last thing I would sort of say in this sort of Ways of Working, you know, conversation, two things real quick. I would, I would try to make sure you understand what the goals of the practice are. Which is, do you understand what the goals of the practice are?

Do you understand what the practice values are? Because if you understand what the goals of the practice are and the practice values are, you should be able to work autonomously. You should be able to make decisions. You know, like this, the, the owner should be able to go away. And if you know what success, what a successful day looks like, and they're like, but they're, well, you know, this thing didn't get done and you're like, but we, as we said, the most important thing is how the practice performed on that day and how the employees were treated and these other metrics. These metrics were all hit. We are fine. We will deal with these other things later, but you at least have equal footing.

If you don't know what's important or what the other person sees is important, then everything is important. And you're constantly getting text messages and you don't have an ability to push back and say, our primary objectives were met. This is something that we can handle when I get back in the office.

I will take care of it, thank you, and then be done, but, but that, it gives you that extra leverage, and the last thing is, after you've done these things, and you've talked about what expectations are, and how we're going to communicate, the last thing then, I think you go to what Stephanie said earlier, at some point, you have to set your own boundaries, and you need to compartmentalize, and so think about just the basic standard stuff I took slack off my phone, And I own the business and I took it off my phone because I'll be on it all the time.

And what I found is there's a barrier for me walking to the computer and firing it up and doing the thing. And usually, and now I still have my notes app and my notion page on my phone so I can easily make a note to myself. I can write it down, so I have that. But I just made that barrier, and then the other thing is, I don't check Slack, because it's not on my phone, and so if my computer's not there, I don't look.

And that works fine for me. If you have a business email address, maybe you're going to unhook that from your phone email app, so you're not checking your business email. And again, there's just a bunch of stuff like that that you can kind of do to give some boundaries and some barriers. And you're like, oh, she's going to go all around them and just text me.

Maybe she will, maybe she won't. It's not, it's not. There's a question of degrees to some point of how connected do you want to be? How accessible are you? So anyway, again, you're gonna have to go through this process. I think you have a good position Communicate with this person where you're at. They're gonna ultimately make some choices and you are going to listen. You're gonna give them some time to try to make these choices. Hopefully they will continue on in a good open communication style and then and then you're you're finally going to decide Is this good enough? To keep going forward or is it not and you're gonna make the call, but that's I think that's how this goes down.

Stephanie Goss: And I think it's the same too. I mean, we talked a lot about the work life balance and the call, getting calls on your day off and that kind of thing. And I think the other half of this you know, a letter to us was about the negativity focus. And I think that it's really important to say. The action steps are really no different.

You have to, you have to talk about it, and you have to talk about how it makes you feel, and you can talk about how it impacts the rest of the team as well. So this person loves their job. They love, they love their team, and it hurts them to see everybody feeling like they're getting only negative feedback and they're not hearing things positive.

And so, you know, your steps were like, you can't be triggered. You have to have the safe conversation. You have to be con, kind, and honest in your feedback. That goes for when you get calls on your day off, this, the same way it goes for, Hey, you know, yesterday when I made this mistake, and this is how you told me about the mistake and you give them one example, you don't have to give them a hundred, but you're giving them one recent example and say, this is how I, And I respect you and I know that you care about me and I know that you care about the practice.

And this made me feel really bad about myself. And I see that I know the impact that that had on me. And I see a similar impact in interactions that you have with the rest of the team. And I want to help change that, right? You can talk to them about what you're seeing, how it's affecting you, how it's affecting their team.

And then ask them for your help. And that's why I'm so glad that you said, I truly believe that people can change. And there are people that we work with where it is who they are. And for most people, you can change. It requires time, it requires support, and it requires patience. And I would say if your practice owner has been this way for a really, really long time Andy Roark, if they've been doing this for their 30s, and then you enter the picture, that's not gonna change overnight.

And I can tell you now, after Andy and I working together for, you know, seven and a half years, Now I can say, okay, I need you to get out of your box in the woods and XYZ is going right and Andy can now recognize that, not be upset that I called him out on the fact that he's spiraling and is in his box in the woods and go, okay, I can take a deep breath like that.

That can be the hint. And it took us a long time to get there. It's going to be up. It's going to be down and you have to recognize that because it's the same as training any other animal. It takes time and it takes patience and it's the same for us. And so I would say. You know, if you have to be able to talk about it, and sometimes for some people that's really, really hard.

 And you might have to write down what you want to talk about. You might have to practice it. But if you don't say something, if you don't ask the questions, you're never actually going to know the answer. You're just going to be assuming what the answer is. And you know what they say about assuming. That's all I'm going to say. So leave it there. Yeah,

Dr. Andy Roark: All right. Good deal, all right. Thanks Steph I feel good about this.

Stephanie Goss: Yeah, this was fun. Take care, everybody. Have a great week.

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: communication, culture, management, Vet Tech

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


Upcoming Events

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Discover a realm designed for medical directors aspiring to elevate their roles. Join us for a one-day virtual summit packed with engaging sessions and workshops led by industry experts. Enhance your leadership impact, overcome challenges in team management, and boost clinical excellence and practice efficiency. Don’t miss this opportunity to transform your practice. Reserve your spot today!

 ⚓ Boost Your Conflict Management Skills at NAVC HiVE with Uncharted!

Heads up, Minneapolis! Uncharted is hosting an essential conflict management workshop at the NAVC HiVE this June. Our Conflict Management Essentials training is perfect for veterinary professionals eager to create a peaceful work environment. This one-day, interactive training is available on two different dates for your convenience. Explore the roots of conflict, develop emotional intelligence, and learn effective communication strategies. Seize this opportunity to strengthen your team and enhance your practice's conflict resolution skills. Register now and join us at NAVC HiVE!

Upcoming events: unchartedvet.com/upcoming-events/


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

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