Quorum <brief@yourpractice>
Morning shift, Tuesday — 8:30 AM to 3:00 PM
What went well
The weight-loss conversation in exam 2 was handled well. Instead of a lecture, the tech asked the owner to walk through a normal day of meals, found the second breakfast the partner gives, and set one change for the next four weeks. That is the version of this conversation that works.
What didn’t
The 10:40 dental estimate went out without the extraction range. The owner was quoted the cleaning only; the doctor said “likely two extractions” in the room, but that did not reach the front desk. Expect a surprised call when the invoice lands. Call ahead today.
The reception phone rang out twice around 11:15 while both front staff were in the back pulling a prescription. Nobody owns the phone when the desk empties.
Missed opportunities
A new client with three cats booked only the one that was sneezing. The other two are overdue for everything, by the owner’s own account. A multi-cat wellness appointment was one sentence away.
Two evening bookings could have been mornings. Both owners said “any time works” before being offered 6:40 PM, when you run on two staff.
Follow up tomorrow
- Call the Nguyens about the extraction estimate before the procedure.
- Pepper, 12 y DSH — recheck T4 in three weeks; not yet booked.
- Order more of the 25 mg tablets; the pharmacy count was said aloud as “four left.”