Suggested Flow Overview

This section walks through the recommended day-of workflow for running a clinic in HQ. Following this flow keeps staff in sync, ensures data is captured correctly, and reduces end-of-day headaches.

The Flow

1. SOP Daily Checklists – Start and end each clinic day with standard checklists to keep operations on track.

2. Check In – Verify client and patient information, collect consent forms, and confirm payment details.

3. Exam & Pre-Med – Complete pre-surgical or wellness exams and administer pre-medication.

4. Patient Flow – Move patients through surgery or wellness services and document progress in HQ.

5. Drug Logs – Open, manage, and close daily controlled substance drug logs for DEA compliance.

6. Check Out & Pick Up – Review services rendered, collect payment, and distribute discharge paperwork.

7. Patient Packets – Manage consent forms, treatment sheets, cage cards, take-home paperwork, high-risk waivers, rabies/spay-neuter certificates, the daily roster, and Print/Email Paperwork.

This flow is a recommendation, not a strict requirement — adjust it to match your clinic's needs. That said, some steps (closing drug logs and checking out all appointments) must be completed every clinic day.