an innovative online practice management system for vets
TRANSCRIPT
WHO WE ARE
PETER OSBORNEDIRECTOR OF USABILITY
DATANAUTS LTD
JENNY
PHILPCLINICAL DIRECTOR
VET’S KLINIC
WHAT WE’LL COVER
• Background & context
• Online booking
• & More…
– In-appointment checkout
– The Pet Log (a very different clinical record)
• What we’ve discovered
• Future directions
KEY OBJECTIVES
• Provide industry–leading
customer service
• Use modern methods and
technologies
• Be accessible and
affordable
• Be honest and transparent
TECHNOLOGY
• Technology underpins our key
objectives
• Reduce overheads by streamlining
practice administration
• Increase cost-efficiency through
smarter allocation of resources and
implementing smoother processes
A FULLY ONLINE PMS
• No need for on–site servers (reduces costs)
• Staff can work remotely
• Less of learning-curve
• Give clients direct
access to their data
• Incorporate ‘new’ ideas
CLOUD
PLUS BESPOKE
NEW IDEAS = BORROWED IDEAS
status updates
flexible pricing
online registration / customer self-service
ONLINE REGISTRATION
• Client can register at a time that suits them
WHAT IT MEANS FOR CLIENTS
WHAT IT MEANS FOR STAFF
• Reduced workload No data entry required
• Receive correct contact details Most of the time
KEY CLIENT BENEFITS
• Able to book 24/7
• Able to see all available
appointments across a week /
month
• Can choose between rapid
access and / or continuity of care
THE NEED TO BE ‘SMART’
• Clients are not clinicians. Don’t
understand:– Which procedures require a vet rather than a nurse
– Which procedures are incompatible with one another
• Booking system needs to do the ‘thinking’
for them
SMART BOOKING IN PRACTICE
Let’s add our first
procedure – dog booster
& kennel cough
Incompatible
procedures
are no longer
selectable
FLEXIBLE PRICING
• Easyjet-style yield management
• Clients can get cheaper appointments by:
– Being flexible about who they see
– Booking further in advance
HOW IT WORKS
• Most procedures have a minimum and
maximum price
• Prices go up as consult session
occupancy increases
• Minimum until 20% filled
• Maximum after 70% filled
• Dynamic pricing between 20-70%
WHAT IT MEANS FOR STAFF
• In theory:– A more even spread of appointments
• In practice:– Doesn’t account for:
• Emergencies
• Client preferences
– Less certainty about workload
– Potential damage to the vet’s ego
VARIABLE PRICING IN PRACTICE
… and a
convenient time to
visit
Choose
your vet…
Prices and
availability update
MAXIMIZING TRANSACTIONS
• As part of the online booking
process, clients are offered
additional procedures (e.g nail
clip)
• A helpful reminder and low
pressure sales
• 100% reliable
• Additional items sold at full price
COMPLETING THE BOOKING
• Online prepayment
– Reduced Debt (<2%)
– Fewer missed appointments
– More secure cashflow
• Instant confirmation client choice of email and / or SMS
• Additional reminder sent automatically 24 hours before appointment
WHAT IF I FIND ONLINE BOOKING DIFFICULT?
• Staff will talk clients
through the booking
process
• Staff can send a ‘smart’
booking link
• Can book by phonenon-discounted
HOW IT WORKS
• Procedures are paid before appointment
by credit card
• Credit card details are stored
• Additional charges are reviewed with client
at the end of the appointment
• Payment is taken from card on file
• Client and pet can go straight home
ADVANTAGES
• Provides a smoother checkout
• Reduced front-desk workload and
less stress
• Vet has responsibility to discuss
payment with client
• Lower bill–shock
THE PET LOG /1
• ‘Facebook-style’ timeline for pets
• Main clinical record
• Updated in realtime using iPads running
our Klinic app
PET LOG /3
• Detailed, user-based audit
trail
• Something most practices
would want, but…
• 99% of the pet log is
available to clients – in real
time
OPEN HAS ADVANTAGES (ONCE YOU GET PAST THE
FEAR)
• Most practitioners are worried about clients reading
notes, but…
• Data Protection Act already gives them access
THE FEARS
THE ADVANTAGES
• Encourages high standard of note writing
• Instantly changes the relationship between owner and vet
– Openess = trust (empowering the owner)
• Reduces misunderstandings between staff & owner
YOU WON’T GET EVERYTHING RIGHT FIRST TIME
• When you do something radically
different you will make mistakes,
but…
• Web development is quick
– Bug fixes in hours
– Minor new features in a few days
– Major new features within weeks
BUT FLEXIBILITY ‘MEANS’ FINANCIAL UNCERTAINTY
• Some things will be a lot
more complicated than you
think they will
• There’s a need to flexible
with the budget
• Sometimes have to reduce
feature scope (or delay
implementation)
OTHER ISSUES
• Printing labels
• Legacy components (e.g
SAGE)
• WiFi issues (within
surgery)
• Clients will try and game
the system (or make an
honest mistake)
THE WEB IS CONSTANTLY CHANGING
• Internet access patterns have changed since 2012
– Mobile use is much more common(and 4G coverage has improved)
– Social networking has become a useful communication channel for businesses
– User advocacy has an increasingly important role in marketing
MAKE USE OF COLLECTED DATA
• We have detailed data on:
– 6,000+ owners
– 12,000+ pets
– 27,000+ appointments
– 70,000+ individual procedural steps
– 375,000+ pet log entries
• We now want to use this information to
gain even more business insight
HOW CAN WE USE THIS INFORMATION?
• Standard KPIs
– Average time between
booking and arrival
• Assessing individual
staff performance
• But, danger of finding
correlations rather
than causation
EVOLVING THE PLATFORM
• Mobile app
• Leverage social
advocacy
• Extend the web platform
through to other group
activities
v.2.0
PS: IT’S NOT A PRODUCT
• We involved in an ongoing
project not a product
• Paradigm shift from
bundled DVD-ROM
• Optimized for a single
practice
• Commercial PMSes
require many more
compromises