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CSVets.com Books BOOKS

The Veterinary Practice Management Resource Book & CD

The ultimate forms book, this resource helps solve practice management headaches with easy-to-use forms. The book includes a CD with all documents in Microsoft Word so you can personalize forms with your hospital name and logo and edit text.
The Veterinary Practice Management Resource Book & CD features resources listed BELOW.









  • Personnel management
    Job descriptions, interview questions, training checklists, performance planning forms, disciplinary action worksheet, CE authorization form, uniform and standards of appearance policies
  • Hospital management
    Consent forms, home-care instructions, surgery check-in forms
  • Boarding and grooming
    Check-in forms, boarding and grooming report cards
  • Reminders
    Instructions on best practices in reminder systems, sample reminder messages for first and second reminders, dentistry and twice-a-year exams
  • Client communication
    Mystery shopper report, client surveys, referral thank-you letter, payment plan, rescue group agreement letter, new client welcome letter
  • Exam communication
    Wellness questionnaire, travel sheets, exam report cards for puppies, kittens, adults and seniors

Click here for an order form (PDF).



Compliance Coach

Let us create a customized report that analyzes compliance in your practice and includes a one-hour conference call with Wendy S. Myers to discuss growth strategies. We’ll use data from your practice-management software to analyze 11 compliance areas for dogs and cats: Client retention rate, preventive care exams, intestinal parasite testing, heartworm/tick testing, dentistry, flea/tick and heartworm preventative sales, and senior screens. Your Compliance Coach report quantifies compliance performance for the previous 12 months and then projects income growth with a 20% performance improvement. We provide compliance scorecards with weekly, monthly and yearly goals for you to update and post for staff. During the one-hour conference call, you’ll get specific advice for your hospital and can ask questions with a leading veterinary consultant.



Let Your Clinic Cat Promote Your Facebook Page

As your clinic cat greets clients in the lobby, she can let them know about your hospital’s Facebook page. Our Friend Me T-shirt fits pets 11 to 23 pounds. Our T-shirt is 100% cotton, machine washable in cold water and tumble dry on low heat. With a prominent Facebook logo and “Friend Me” message, our snuggly T-shirt will help your hospital earn more Likes on Facebook.

Our model is Lizzy, the clinic cat at Veterinary Medical Center of Spring in Spring, Texas. Be sure to post your cat’s photo on our Facebook wall album featuring clinic cats at www.facebook.com/csvets.


Introductory price of $199 for set of three 24-page flash cards

With information at their fingertips, receptionists can instantly answer phone shoppers’ questions about your services and fees. Our Phone Shopper Flash Cards let receptionists deliver five-star service to every caller and win new clients.
Phone Shopper Flash Cards are customized to your hospital’s standards of care and are designed to be kept next to reception phones. Flash cards provide receptionists with a 24-page quick reference of questions to ask callers, services to describe, and a summary of your fees for frequently shopped services including:

  • Puppy wellness exam
  • Kitten wellness exam
  • Adult dog wellness exam
  • Adult cat wellness exam
  • Senior pet wellness exam
  • Spay
  • Neuter
  • Declaw
  • Boarding and grooming
  • Preventatives
  • Hospital hours and driving directions
  • Phone Shopper Flash Cards are available at an introductory price of $199 for three 24-page laminated, coil-bound, customized flash card booklets. To view a sample page of our Phone Shopper Flash Cards, click here.

    To order your customized Phone Shopper Flash Cards, click here. You will receive an e-mail confirmation and worksheet to complete with your standards of care and fees. We’ll then e-mail you a proof before printing, binding and shipping your custom set of books.

    You also will receive an annual reminder to update your fees or any new protocols. Our reprint fee with your updates is just $99 for a set of 3 Phone Shopper Flash Cards.

    Questions? Call Beverly Finamore at 720-344-2347 between 8 am and 5 pm mountain time or e-mail bfinamore@csvets.com


    Mystery Phone Shopper Training Package

    CLICK HERE to open a printable PDF file of the flyer. Does your team have phone shoppers at hello? Find out with our Mystery Shopper Training Package. Designed to coach as well as train receptionists, our program measures their performance and diagnoses what they did well and opportunities for improvement. We will call to mystery phone shop your staff and role-play a typical phone shopper call, giving you real-life feedback. (Click here to view a (1.06 mb) PDF file of the flyer.)

    Our Mystery Phone Shopper Training Package includes:

    • Audio CD recording of the call
    • Transcript of the call
    • Evaluation and specific recommendations
    • Action plan for phone skill development

    The conversation is recorded so you can listen to the actual call. Our evaluation and recommendations are based on proven phone techniques taught to veterinary receptionists. Our Mystery Phone Shopper Training Package provides confidential coaching with an action plan for skill development. Calls are a safe way to make sure your team excels every time the phone rings!

    Our Mystery Phone Shopper Training Package is just $179 or $159 each for 2 or more staff members.
    To enroll your staff, click here for an order form (139 kb PDF).
    To view a SAMPLE Mystery Phone Shopper Training Report, click here (302 kb PDF).