Business Experience (CS in Referral Client Care)

Objectives

• Understand the Impact of Accurate Data on Referring Vet, Client, Pet, and Business Success. Learners will recognise the importance of capturing and maintaining accurate data in the practice management system to support client care, prevent errors, and enhance team collaboration.
• Identify Key Administrative Tasks Related to Consent and Financial Processes. Learners will become familiar with standard administrative activities, including referral acceptance, consent forms, and financial procedures, and understand how these support the business and client experience.
• Gain a Basic Understanding of Pet Insurance Policies and Their Impact on Client Communication. Learners will explore the common types of pet insurance policies and the role of pre-authorisation, enabling them to better support clients.