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Tilly

The Vet Clinic Phone Playbook

Updated

The Vet Clinic Phone Playbook is a practical, vendor-neutral guide for practice managers, owners and front-desk leads at independent vet clinics. It shows you how to measure your phone coverage in a week, choose how to cover the calls you miss, and give your team scripts, a rota and a short weekly review that keep the phones under control. This page summarises every chapter, so you can start using the ideas today.

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What's inside

1. Why the phone still decides where pet owners go

When a pet owner needs a visit, a refill or an answer, many still pick up the phone. If nobody answers, they can leave a message, try again later, or call the clinic down the road. This chapter looks at what callers do when a clinic doesn't answer and why a missed call is so often a missed visit.

25–30% of calls to small and medium veterinary clinics go unanswered.

Source: Today's Veterinary Business, "The six-figure problem with your phone system"

2. Measure your phone coverage in a week

You can't fix what you haven't measured. This chapter shows where your call data lives (your carrier portal, your phone system's reports and your practice software), defines answer rate, abandonment, hold time and voicemail rate in plain words, and walks through a five-day method any clinic can run. It ends with how to read the results: which hours are the problem, and whether the gap is busy lines, short staffing or closed hours. Our article on running a one-week phone audit covers the same method.

3. Choose your coverage model

Clinics cover their phones in-house, with overflow to another site or service, with an after-hours service, with a human answering service, with an AI front desk, or with a mix. This chapter compares them by clinic size, opening hours and call volume, and is honest about what each one can't do, so you can pick the model that fits your clinic rather than the one with the loudest pitch.

4. Scripts that make calls shorter and kinder

Good scripts give a busy team the words for the calls that come up every day: greeting, booking, new clients, rescheduling and cancelling, refill and results requests, complaints, "can I speak to the vet?", and putting a caller through to a person when something sounds urgent. The urgent-call script is a process only: stop booking and get the caller to a named person. It never contains clinical content. Every script carries the same line: adapt it to your clinic's policies, because your veterinarians decide what the front desk may say about health.

5. Build a phone rota

Most clinics have the same peaks: Monday mornings, lunchtime and the end of the day. A rota names who answers in each block, who backs them up, and where calls go when both are busy. This chapter covers peaks, lunchtime gaps and holidays, with a simple rota you can copy. See also the glossary entry for phone rota.

6. After hours and emergencies

This chapter is about process, not clinical decisions. It covers the agreement with your emergency or out-of-hours partner, keeping an on-call contact list up to date, what the front desk and any AI must never say (no advice and no reassurance), and testing your after-hours path every month with a real call.

7. Reminders, recalls and no-shows

Reminder timing, confirmation requests and a recall cadence that keeps the schedule full, with a short summary of consent and quiet hours for texting in the US.

8. Texting and WhatsApp

When clients prefer a text, how to run two-way texting without it taking over the desk, how WhatsApp Business works for clinics, and how staff step in on a thread.

9. Bringing AI to the front desk

What AI receptionists do well and what they don't, twenty vendor-neutral questions to ask any vendor (safety, disclosure, booking into your practice software, where data is kept, and what happens when something fails), how to involve your team, and a 30-day review. This is the only chapter that mentions Tilly, as one example among several approaches.

10. Run a weekly phone review

Five numbers to track, a 15-minute weekly meeting agenda, and the signs that it's time to change your coverage model.

The appendix holds a glossary of core terms, the full source list with access dates, and an index of the templates.

Who it's for

Practice managers, hospital administrators, practice owners and front-desk leads at independent clinics, from one location to small groups. You don't need any particular phone system or software to use it.

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