The smooth consultation (part 1)

Written by Miguel Ángel Díaz , Iván López VásquezCindy Adams and Antje Blättner

Vet practitioners frequently concentrate on the pet and forget about the owner… Client centricity requires some preparation and training. The consultation should follow a process where conditions are created to have a positive interaction with the pet owner, starting with a warm-up and using the communication skills explained in the chapter “Communication is a clinical skill”. In this first section, we look at warm-ups and how to establish a good relationship with owners.

Article

Reading time5 - 15 min
The smooth consultation (part 1)

Key Points

Group 15 1

The veterinarian should take a break between two consultations in order to adapt and focus on the new case.

Group 15 2

The best guideline for perfect communication is to ask: how can we turn every consultation into a special experience for our client?

Pre client warm-up

Just as athletes warm up their muscles before training and competitions to strengthen their motivation, a veterinarian should mentally prepare himself for clients before the consultation. This time is well invested because:

  • The veterinarian understands what the last contacts and transactions with the client have included and can pick up directly from there.
  • The veterinarian reads what he has written regarding the client or the treatment case, i.e., what he still wants to address and offer – things that he might have forgotten without preparation or would have remembered when the client is homebound again.
  • The veterinarian takes a break between the individual consultations and cases, which he often simultaneously deals with, in order to adapt and focus on the new case.
  • The veterinarian is completely focused on the client. The client recognizes that he is important and the veterinarian gives his best to help him and his pets.
 
Figure 1. Checking on the last three to four contacts including phone-calls and emails before the client comes into the consultation room is the best way to prepare and “tune in” to the upcoming consultation. © Manuel Fontègne
Figure 1. Checking on the last three to four contacts including phone-calls and emails before the client comes into the consultation room is the best way to prepare and “tune in” to the upcoming consultation.© Manuel Fontègne

This “warm-up” should include at least the last 3-4 contacts with a client, including telephone calls and discussions with the practice team that the veterinarian may not have heard (Figure 1). It may happen that clients entrust the practice team with information, opinions and wishes that are important for the attending veterinarian. Often clients may not share their needs and concerns to the veterinarian, especially if the veterinarian acts rather authoritatively and decisively with the client.

However, it can also be situational that a veterinarian may not notice everything the client says, e.g., an emergency has been announced and the vet practitioner is under time pressure. It is important for the practice team to support each other, and to record in the file everything about this client and his pet. There is no need to write a novel – key issues are completely sufficient. This is the only way of creating a complete record of communication that can and should be used.

In practice, the warm-up may be that the veterinarian, and in certain consultations also the nurse, is in the consultation room before the client gets in, opens the client´s and animal’s file and sees the last contacts in an overview (this can be accessed in most programs with a simple keyboard shortcut):

  • What was the last reason for the previous consultation?
  • What contacts were made with the practice afterwards and what was it about? (e.g., conversations at reception, phone calls, e-mails, etc.)
  • What did the client buy or order in the meantime?

With this information, the veterinarian is perfectly prepared for the upcoming consultation and can use the information in the dialogue (see example dialogue number 1).

Note: All contacts a client has with the practice are important and require good communication.

Building a good relationship

To build and manage a good relationship between the veterinarian and the client, it is important to keep in mind that the client gave his trust to the practice in advance. The client has chosen the particular practice and veterinarian and may be there for the first time or already a regular client. He has given the practice a vote of confidence! For the practice team, this given faith must be appreciated by showing the client that they are worthy of this trust through:

  • 100% client orientation – the client and his pet are the focus of all efforts!
  • Respectful interaction – the entire communication is about making the visit a completely enjoyable experience.
  • Small gifts (branded with the practice name & logo) (Figure 2) and extra services in between visits, such as calls to help with therapy or difficult situations, a small packet of food or a voucher for a specific care measure as a birthday present for the animal or a reflective collar with practice logo for the dark season. 
Figure 2. Surprising your clients with small and unexpected gifts is very important to set a positive mood and build a strong relationship. © Manuel Fontègne
Figure 2. Surprising your clients with small and unexpected gifts is very important to set a positive mood and build a strong relationship.© Manuel Fontègne

All these measures have one thing in common: they are surprising for most clients and therefore they have a particularly sustainable effect. As a matter of course the client expects good veterinary medicine. These additional gestures and small gifts make the relationship partner indebted to return the favor. The result is a circle of trust, performance and return, in which both partners “give each other gifts” and thus maintain a positive relationship.

In addition, 100% client orientation is still not self-evident today! Even though the competition among veterinarians is steadily growing, those who live with a focus on client service and management are still in the minority. Far too often the client continues to be a “pet owner with a patient or a case”, and this wording alone reflects the importance of the client in the eyes of the veterinarian. In order to achieve a good relationship at eye level, a fundamental change of perspective – a paradigm shift – of the practice teams must take place: from the pet owner to the valued client. If this is also performed daily, it´s an absolute trump in competition!

How do we start virtually every consultation by establishing a good relationship? This is actually quite simple every person appreciates being received in a positive, friendly manner with a compliment. The person that gives in advance sets the pace for the mood in a meeting! This means specifically for the beginning of a consultation:

  • 100% attention, i.e., entire body facing the client;
  • radiant smile (unless the reason for the consultation is tragic, as in the case of euthanasia);
  • greeting the client by name (also with a handshake, depending on the ethnic customs);
  • greeting the pet by name; and
  • giving a compliment or positive reinforcement, e.g., “It’s great that you and Lucky are here!” “That’s a perfect cat carrier!

Even if we rely heavily on specialist knowledge and facts in the medical environment, the communication experts agree that the relationship with the client is more important in comparison to the factual level. If the relationship between dialogue partners is not positive or contains unspoken conflicts, the content (factual level) will not be successfully conveyed. It is extremely important for a dialogue based on mutual trust between doctor and client to strengthen the relationship right at the beginning of a contact (and every time again), so that the factual level (findings, diagnostics, therapy) will also be recognized by the client.

The following example dialogue shows how a “warm-up” and establishing a good relationship level can be implemented in everyday practice:

  • Veterinarian: Hello Mrs. Schmidt. It’s nice to have you at our practice today with Lucky! Lucky looks very lively and fresh today.

The veterinarian establishes a good relationship by facing Mrs. Schmidt and Lucky, smiling, and greeting client and pet by name. In addition, he expresses his delight that the two are in his practice today and makes Lucky a small compliment. Then the veterinarian shows that he is prepared, refers directly to the last contacts and then continues to the current consultation.

  • Veterinarian: I’ve just read Lucky’s file and I am pleased that he tolerates the new diet so well and that he likes the taste of it.
  • Client: Yes, it’s quite amazing! That has never happened before. It has always been very difficult to get Lucky to try new food.
  • V: And how did it work out with the tips my nurse gave you on the phone?

The veterinarian knows from the file that the nurse has given tips and uses it skillfully here.

  • C: It was very valuable advice. I must thank her!
  • V: Well, then we can move on now. What brings you in today?
  • ...

This type of conversation as an introduction to the consultation is not “small talk” but high-quality time invested in client care, client retention and information gathering. Mrs. Schmidt has learned that the veterinarian and his entire team take her needs seriously and are very concerned about providing her and Lucky with the best service they can offer.

Note: People don’t care how much you know until they know how much you care!

All these measures have one thing in common: they are surprising for most clients and therefore they have a particularly sustainable effect. As a matter of course the client expects good veterinary medicine. These additional gestures and small gifts make the relationship partner indebted to return the favor. The result is a circle of trust, performance and return, in which both partners “give each other gifts” and thus maintain a positive relationship.

In addition, 100% client orientation is still not self-evident today! Even though the competition among veterinarians is steadily growing, those who live with a focus on client service and management are still in the minority. Far too often the client continues to be a “pet owner with a patient or a case”, and this wording alone reflects the importance of the client in the eyes of the veterinarian. In order to achieve a good relationship at eye level, a fundamental change of perspective – a paradigm shift – of the practice teams must take place: from the pet owner to the valued client. If this is also performed daily, it´s an absolute trump in competition!

How do we start virtually every consultation by establishing a good relationship? This is actually quite simple every person appreciates being received in a positive, friendly manner with a compliment. The person that gives in advance sets the pace for the mood in a meeting! This means specifically for the beginning of a consultation:

  • 100% attention, i.e., entire body facing the client;
  • radiant smile (unless the reason for the consultation is tragic, as in the case of euthanasia);
  • greeting the client by name (also with a handshake, depending on the ethnic customs);
  • greeting the pet by name; and
  • giving a compliment or positive reinforcement, e.g., “It’s great that you and Lucky are here!” “That’s a perfect cat carrier!

Even if we rely heavily on specialist knowledge and facts in the medical environment, the communication experts agree that the relationship with the client is more important in comparison to the factual level. If the relationship between dialogue partners is not positive or contains unspoken conflicts, the content (factual level) will not be successfully conveyed. It is extremely important for a dialogue based on mutual trust between doctor and client to strengthen the relationship right at the beginning of a contact (and every time again), so that the factual level (findings, diagnostics, therapy) will also be recognized by the client.

The following example dialogue shows how a “warm-up” and establishing a good relationship level can be implemented in everyday practice:

  • Veterinarian: Hello Mrs. Schmidt. It’s nice to have you at our practice today with Lucky! Lucky looks very lively and fresh today.

The veterinarian establishes a good relationship by facing Mrs. Schmidt and Lucky, smiling, and greeting client and pet by name. In addition, he expresses his delight that the two are in his practice today and makes Lucky a small compliment. Then the veterinarian shows that he is prepared, refers directly to the last contacts and then continues to the current consultation.

  • Veterinarian: I’ve just read Lucky’s file and I am pleased that he tolerates the new diet so well and that he likes the taste of it.
  • Client: Yes, it’s quite amazing! That has never happened before. It has always been very difficult to get Lucky to try new food.
  • V: And how did it work out with the tips my nurse gave you on the phone?

The veterinarian knows from the file that the nurse has given tips and uses it skillfully here.

  • C: It was very valuable advice. I must thank her!
  • V: Well, then we can move on now. What brings you in today?
  • ...

This type of conversation as an introduction to the consultation is not “small talk” but high-quality time invested in client care, client retention and information gathering. Mrs. Schmidt has learned that the veterinarian and his entire team take her needs seriously and are very concerned about providing her and Lucky with the best service they can offer.

Note: People don’t care how much you know until they know how much you care!

 
Miguel Ángel Díaz

Miguel Ángel Díaz

DVM

Spain

Miguel received a degree in Veterinary Science in 1990. After working at several clinics he opened his own clinic in 1992 which grew from a two-person office to a 24/7 hospital with 17 employees. After running his hospital for 25 years, he handed it over to his team in 2017 in order to concentrate exclusively on his great passion: coaching.

Miguel is the director of the company New Way Coaching, aimed at helping veterinarians become better leaders. He has been educating and training veterinarians in Europe, Latin America, and Asia since 2009 in leadership, motivational techniques, effective communication, handling objections, conflict resolution, influence and persuasion. He spends his days giving individual coaching sessions, private training for his clients’ teams, and workshops and conferences for major veterinary sector companies.

Miguel is an International Coach Certified by the International Coaching Community and the Center for Executive Coaching (USA). He is a Certified Trainer for Edward de Bono’s Six Thinking Hats.

He has been an international speaker at conferences in over 10 countries on three continents. He is the author of the book “7 Keys to Successfully Running a Veterinary Practice”, which has been translated into English, Polish, Chinese and Italian.

 Iván López Vásquez

Iván López Vásquez

DVM

Chile

Iván comes from a family of veterinarians; his father and older brother share the same passion. He obtained his degree from the Universidad de Concepción in 1991, worked a few years at a small clinic and then shifted his career towards sales and marketing, holding several positions at multinational companies in the domestic pet market in his native country.

Since 2008 he has been the executive director of Vetcoach, a business and organizational consulting company that specializes in the pet veterinary sector in Latin America, where his vision is to create “a new standard for the veterinary world”.

Iván has studied marketing, innovation, coaching and positive psychology. Today he is a strategic business consultant in organizational development and innovation, an ORA Coach (Organizational Role Analysis), creator of initiatives to improve the well-being (happiness) of veterinary students and qualified veterinarians, as well as high-value training programs for veterinary companies and their teams on subjects such as management, wellbeing, communication skills and positive leadership.

Iván has written several management articles for veterinary journals and is an international conference speaker in Latin America.

 Cindy Adams

Cindy Adams

MSW, PhD

Canada

Cindy Adams is Professor in the Department of Veterinary Clinical and Diagnostic Sciences at the University of Calgary, Veterinary Medicine, where she developed and implemented the Clinical Communication Program in Calgary’s new veterinary school. She honed her professional understanding of human-animal relationships serving from 1980-1992 as a social worker in child welfare, women’s shelters and the justice system. Animals were frequently involved in that work. Combining the very different perspectives gained from her experiences in social work and a doctorate in veterinary epidemiology, she became a faculty member at the Ontario Veterinary College, University of Guelph (1996-2006). There she designed and directed the first veterinary communication curriculum in North America and pioneered a research program regarding communication in veterinary medicine.

She helped initiate the Institute for Healthcare Communication, Bayer veterinary communication project. Her research has focused on communication education, veterinary-client communication in large and small animal contexts, animal welfare, companion animal death and human grief. Founder of the International Conference on Communication in Veterinary Medicine, co-author of Skills for Communicating in Veterinary Medicine she has presented widely and advised veterinarians, veterinary practice teams and veterinary educators throughout North America, Europe, Australia and the Caribbean.

 Antje Blättner

Antje Blättner

DVM

Germany

Dr. Blaettner grew up in South Africa and Germany and graduated in 1988 after studying Veterinary Medicine in Berlin and Munich. She started and ran her own small animal practice before undertaking postgraduate training and coaching course at the University of Linz, Austria and then founded “Vetkom”. The company provides training to veterinarians and veterinary nurses in practice management in subjects such as customer communication, marketing and other management topics. Dr. Blaettner also is editor for two professional journals, “Teamkonkret” (for veterinary nurses) and “Veterinärspiegel” (for veterinarians).

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