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onWhile you probably concentrate your marketing on getting new patients and retaining established clients, it’s easy to forget that you need to make a good first impression. A well-planned goodie bag and patient packet can do a lot to make new clients feel comfortable at your practice, answer common questions and avoid problems with future appointments. Here’s how you can build a new patient package that makes doing business easier for you and helps you build a strong relationship with your new clients.
New Patient Forms
Depending on your local laws and website security setup, you may be able to
post these online, giving new clients a chance to check their records for
information, saving time and eliminating confusion at your office.
Basic client and pet information: What’s the name and breed of the pet? Where
does the pet and owner live?
Medical history: Has the pet been diagnosed with any diseases? What medications
are they taking? Do they currently suffer from any health problems that haven’t
been treated?
Preferred form of contact: What is their cell phone number and email? Do they
prefer getting messages via text or email, or do they prefer phone calls?
Other legally required forms: Depending on your state laws, you may need a
separate form to show that you’ve notified the client about medical records
access or have limits to the level of care you offer.
Marketing release form: If you plan on including patients and their owners in
online or print marketing materials, you need to have the owner’s permission
first.
Medical records release form: A release form for records from their previous
veterinarian.
New Patient Packet
While forms give you the information you need to care for your new patient, the
new patient packet should help clients care for their pets. This includes
information they need when working with your clinic and keeping up on their
pet’s health at home.
- Clinic policies, including hours, appointment cancellations, and emergency
contacts
- Policies on prescription medications, including how to contact the office for
questions and refills
- General health tips for their pet
- Advice for local or seasonal pet health issues: this can include information
for medical issues like heartworm, or advice for protecting their pet in cold
or hot weather.
- A form to keep track of immunizations
Goodies
Including a few freebies can help clients feel welcome, and it can be a
powerful marketing tool. This can help steer clients toward buying pet-safe
products at your retail space, use your other services, and give them a few
more items to keep your clinic information at hand.
- Treats
- Product samples
- Leashes
- Pens
- Calendars
Labeling these items with your clinic name will help clients refer back to your
practice, whether they want to buy more of a product or they’re thinking about
their pet when they’re on a walk.
- Fridge magnets with your clinic information
Fridge magnets last longer and are less likely to be lost than paper business
cards. If the client put care instructions on their fridge, the magnet keeps
your contact information on hand if they have questions.
- Coupons for other clinic services, including grooming and boarding
This will encourage new clients to use more of your services.
Packing it All Up
A pet-themed
bag makes it easy to store all the new goodies and
forms they’ll need for their pet, and it helps give clients a better impression
of your clinic. Your employees can pre-fill bags with all the forms, paperwork
and goodies, so they can be handed to clients as they enter or leave the
clinic.
We Can Help You Make Clients Feel Welcome
Positive Impressions, LLC is well known for our custom
printed reminder cards,
but we can do a lot more for your clinic. Looking for branded goods to promote
your practice? We can custom print pens, leashes and calendars with your
contact information. Need some veterinary
business cards? We can print your clinic information on paper
stock or magnets. Want to add some pizazz to your goodie bags and retail
products? We offer several pet-themed plastic and Kraft
paper bags. Get started by checking out our latest
specials on our website.