- What the owner is seeing, in their own words
- The veterinarian wants the sentence the owner actually used, not a paraphrase of it. It costs nothing to capture on the call and it cannot be recovered afterwards.
- Whether anything described is on the practice's escalation list
- The list is written by the veterinarians in advance. The desk's job is to recognise an item on it, stop, and follow the rule — never to weigh up how serious something sounds.
- The species, breed, age and current weight
- It decides the appointment length, the room, and what has to be ready in it. A weight that is a year out of date is also the difference between a correct quote and an argument at the counter.
- If something was eaten: what, roughly how much, and when
- Those three facts are what the poison line and the receiving hospital ask for first. Captured on the call they travel ahead of the animal; captured later they are a guess.
- Whether this animal is registered here, and when it was last seen
- A registered patient, a lapsed one and a new client are three different bookings with three different lengths, and only one of them needs records requesting before the visit.
- Everything the animal is currently on, including anything from elsewhere
- Captured word for word for the veterinarian to review, never interpreted at the desk. What matters is that the list in front of the clinician is the real one.
- Whether the animal is anxious, reactive or difficult to handle
- It changes the appointment length, the room, sometimes the time of day, and whether anything needs to be given beforehand. Discovering it in the waiting room means the visit goes badly for everybody.
- Who is bringing the animal, and who may authorise treatment
- An adult who can consent to a procedure and pay for it is not always the person who can get there. Settled on the phone it is nothing; settled at the counter it delays a theatre list.
- Whether the animal is insured, and with whom
- It changes the conversation about an estimate, and it decides which forms have to be started. It does not change what the practice recommends, and it should never appear to.
- How the client expects to pay, and whether the estimate has been seen
- Payment at the time of service is a real barrier for real people. Raising it on the phone gives everybody options; raising it at discharge gives nobody any.
- The channel they actually reply in
- Reminders, recheck prompts and the answer to a refill request all fail silently against a number nobody checks, and the practice records that failure as a client who did not care.
- Whether they have already been somewhere else with this
- An animal seen elsewhere in the last few days is a different appointment with different paperwork, and it is far cheaper to learn on the phone than in the consulting room.