A veterinary clinic call scorecard, 100 points.
Points are illustrative, so fit them to your clinic's triage protocol and after hours policy.
| Criterion | Observable behavior | Points |
|---|---|---|
| Owner and pet identified | Captures the owner's name, the pet's name and species, and whether the pet is an existing patient | 15 |
| Empathy | Acknowledges the owner's worry and speaks at a pace the owner can follow | 10 |
| Urgency triage | Asks the protocol's triage questions and routes emergencies to the emergency hospital first | 20 |
| Refill details | Records the medication, dose, and prescribing veterinarian, and states when the refill will be ready | 15 |
| Appointment offered | Offers a specific day and time and confirms the reason for the visit | 15 |
| After hours forwarding | Gives the emergency hospital's contact details and notifies the on call veterinarian where required | 15 |
| Closing | Confirms the callback number and the next step | 10 |
| Total | 100 |
Illustrative review flags
- A pet described as unresponsive, bleeding heavily, or struggling to breathe booked for a routine appointment
- A refill promised without the prescribing veterinarian's approval step
- An after hours emergency call that ended with no emergency hospital contact given
