VETERINARY TEAM UTILIZATION GUIDE

Chapter 6: Operational Efficiencies

3

Medical Record Efficiencies

Improving medical record efficiencies in veterinary medicine helps ensure accurate documentation, enhance workflow, and support high-quality patient care. Here are some strategies to increase efficiency in managing veterinary medical records:

1. Use of Digital Medical Records

  • Switching to a comprehensive, cloud-based veterinary practice management software (PMS) reduces manual work and streamlines record-keeping. Features may include:

  • Automated templates for SOAP (Subjective, Objective, Assessment, Plan) notes.

    • Integration with diagnostic equipment (e.g., lab results directly entered into records).

    • Electronic prescribing for medications.

2. Standardized Documentation Protocols

  • Create checklists or templates for common cases (e.g., vaccinations, spay/neuter, wellness exams).

  • Use drop-down menus, checkboxes, or predefined fields for faster input.

  • Establish uniform terminology to minimize ambiguity and improve legibility.

3. Voice-to-Text Technology

  • Implement speech recognition software for veterinarians and technicians to dictate notes directly into records, saving time compared to typing.

4. Delegation and Team Collaboration

  • Veterinary technicians or assistants can:

    • Enter basic information (e.g., patient history, presenting complaints).

    • Record physical exam findings as the veterinarian verbalizes them out loud.

    • Create prescription labels as directed by the veterinarian.

    • Prepare discharge instructions for the patient.

  • Veterinarians can then focus on detailed assessments and decision-making.

5. Automation of Repetitive Tasks

  • Automate reminders for vaccinations, wellness check-ups, or follow-ups.

  • Pre-populate recurring data (e.g., patient demographics, commonly used treatments).

6. Real-Time Entry

  • Encourage recording information during or immediately after an appointment to reduce the need for recalling details later.

  • Equip exam rooms with tablets or laptops for easy access and portability.

7. Effective File Organization

  • In digital systems, use tags, categories, or color codes to organize information by species, condition, or visit type.

  • Archive inactive records periodically to reduce clutter and improve retrieval time.

  • As PMS roll out updates, train the team on how to use the updates best to be more efficient.



8. Training and Staff Development

  • Regularly train staff on efficient use of software and best practices for documentation.

  • Encourage feedback from the team on bottlenecks or areas for improvement.

9. Client Portal Integration

  • Allow pet owners to submit histories or updates via a secure online portal before visits.

  • Share treatment plans, invoices, or follow-up instructions electronically.

10. Periodic Audits

  • Regularly review records for accuracy and completeness.

  • Update workflows based on findings to address inefficiencies or compliance gaps.

By implementing these strategies, veterinary practices can save time, reduce errors, and enhance the quality of patient care, all while maintaining legal and ethical documentation standards.

Did you know

Factors contributing to inefficient medical records in veterinary medicine include:

  • Lack of training on EMR usage: Inadequate training on effectively utilizing electronic systems can lead to improper data entry.

  • Poor system design: Some EMR platforms may not be optimized for veterinary practice needs, making it cumbersome to record specific details.

Source: PubMed Central

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