CHECKLIST FOR A SUCCESSFUL SENIOR CARE PROGRAM

1	Establish the Senior Care Team
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	Determine roles & responsibilities of each member:	_________________________	_______________
	o     Veterinarian	_________________________	_______________
	o     Practice Manager	_________________________	_______________
	o     Technician	_________________________	_______________
	o     Receptionist	_________________________	_______________
2	Set Senior Care Protocols
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	Set age for recruitment into program	_________________________	_______________
	Create separate canine and feline protocols (refer to AAHA Senior Care Guidelines), including: twice-a-year wellness exams, complete medical history, physical examination, laboratory work
		_________________________	_______________
3	Complete an Audit of Current Performance
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	Establish current compliance	_________________________	_______________
	o     Dog
	o     Cat
	Conduct the audit to establish baselines for future comparisons (For assistance in conducting an audit, speak with your Pfizer Account Executive.)	_________________________	_______________
	o     Identify compliance misses	_________________________	_______________
	o     Identify areas for improvement	_________________________	_______________
	o     Identify possibilities for increased revenue	_________________________	_______________
4	Create the Senior Care Program
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	Name your program	_________________________	_______________
	Establish goals for client participation:	_________________________	_______________
	o     Recommend to ___ clients
	o     Enroll ___ clients in program
	Determine the plan’s cost to clients	_________________________	_______________
	Create new computer codes for program, if necessary	_________________________	_______________
	Customize client communication tools
	o     Recruitment Letter and/or Recruitment Postcard	_________________________	_______________

	Create the Senior Care Program (continued)
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	o     Senior Care Folder with Label, for client to take home with the following materials:	_________________________	_______________
	o      Age Chart for Pets	_________________________	_______________
	o      Symptom Checklists (canine and feline)	_________________________	_______________
	o      Senior Care Health Report Card (canine and feline)	_________________________	_______________
	o      Handouts (for client folder) on variety of feline and canine topics: ·    When is My Dog or Cat Considered a “Senior”? ·    Aging or Illness? Signs of Age-Related Disease in Senior Dogs and Cats ·    The Senior Care Wellness Exam ·    Common Conditions in Senior Dogs and Cats	_________________________	_______________
	o     Reminder postcards for six-month Senior Care Exams	_________________________	_______________
	o     Senior Care Posters for reception area	_________________________	_______________
	o     Add Senior Care information to your website	_________________________	_______________
5	Consider Staff Training
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	Provide staff seminars on:
	o     Client Compliance	_________________________	_______________
	o     Overall Senior Care	_________________________	_______________
	o     Osteoarthritis	_________________________	_______________
	o     Dentistry	_________________________	_______________
	o     Nutrition/Obesity	_________________________	_______________
	o     Behavior/Cognitive Dysfunction	_________________________	_______________
	o     Blood Analysis	_________________________	_______________
	o     How to talk with clients about health care needs of senior pets	_________________________	_______________
	Create a staff resource binder	_________________________	_______________
6	Track and Measure Participation
	TASK OR ASSIGNMENT:	Assigned to Team Member	Completion Date
	Track number/percentage of eligible patients enrolled in program	_________________________	_______________
	Track client compliance with Senior Care recommendations	_________________________	_______________
	Begin to compile data on program’s impact on patient longevity	_________________________	_______________
	Track program’s impact on practice revenues	_________________________	_______________
	Reward team members as goals are met	_________________________	_______________