Checklist template

Client education and lobby presentation for veterinary hospitals

A ready-to-use checklist with 104 items in 6 sections, covering Lobby, Education materials, Digital screens, Promotions, Wellness plans, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 104 Items
  • 90 Yes / No checks
  • 6 Scored ratings
  • 120 Points

Use this template How audits work

1. Lobby 18 items

  1. The lobby layout matches the brand standard floor plan Yes / No 1 pt
  2. Dog seating and cat seating are separated by distance or a visual barrier Yes / No 1 pt
  3. A sign identifies the cat waiting area Yes / No 1 pt
  4. A raised shelf or table is provided so cat carriers are kept off the floor Yes / No 1 pt
  5. Towels or covers for cat carriers are offered at the cat waiting area Yes / No 1 pt
  6. A walk-on scale is in the lobby and reads zero when empty Yes / No 1 pt
  7. The reception desk is free of handwritten notices Yes / No 1 pt
  8. Only brand-approved posters and frames are on the lobby walls Yes / No 1 pt
  9. Veterinarian names and photos are displayed and match the current team Yes / No 1 pt
  10. The hospital's accreditation or certification plaques are current Yes / No 1 pt
  11. A wall hook or leash tether is provided at the reception desk Yes / No 1 pt
  12. Treat jars at the desk are labeled with the main ingredient for pets with food allergies Yes / No 1 pt
  13. A water bowl for dogs is clean and filled Yes / No 1 pt
  14. Background music or audio is at a level that allows conversation at the desk Yes / No 1 pt
  15. The pet memorial or sympathy display is tidy and current Yes / No 1 pt
  16. Children's corner items are clean and unbroken Yes / No 1 pt
  17. Seats available in the lobby Number
  18. First impression of the lobby from the entrance Rating
    • Welcoming and on brand 5 pts
    • Acceptable with some clutter 3 pts
    • Cluttered or off brand 1 pt

2. Education materials 18 items

  1. The brochure rack is full with no empty pockets Yes / No 1 pt
  2. Brochures are the current versions issued by the head office Yes / No 1 pt
  3. Brochures cover parasite prevention for the current season Yes / No 1 pt
  4. A dental disease brochure or model is displayed Yes / No 1 pt
  5. A puppy and kitten first-year schedule handout is in stock Yes / No 1 pt
  6. A senior pet screening handout is in stock Yes / No 1 pt
  7. A spay and neuter handout is in stock Yes / No 1 pt
  8. A microchip handout is in stock Yes / No 1 pt
  9. Pet insurance information is displayed in the way company policy directs Yes / No 1 pt
  10. A local toxic plants and foods poster or handout is displayed Yes / No 1 pt
  11. Anatomical models (teeth, joints, heartworm) are clean and complete Yes / No 1 pt
  12. Handouts are available in the second language of the community where company policy requires it Yes / No 1 pt
  13. Each exam room has the same core set of handouts as the lobby Yes / No 1 pt
  14. No handouts carry the logo of a product the hospital no longer stocks Yes / No 1 pt
  15. Photocopied handouts are legible and straight on the page Yes / No 1 pt
  16. Handouts printed from the practice software carry the hospital name and phone number Yes / No 1 pt
  17. Empty brochure pockets counted during the visit Number
  18. Range and currency of client education materials Rating
    • Complete and current 5 pts
    • Some gaps or outdated pieces 3 pts
    • Sparse or outdated 1 pt

3. Digital screens 17 items

  1. The lobby screen is on and playing the approved content loop Yes / No 1 pt
  2. The content loop is the current month's version Yes / No 1 pt
  3. The screen shows no error message, input prompt or frozen frame Yes / No 1 pt
  4. Sound on the lobby screen is muted or at the level set by company policy Yes / No 1 pt
  5. The screen is visible from most lobby seats Yes / No 1 pt
  6. Captions are on for videos with speech Yes / No 1 pt
  7. The loop includes the hospital's own team or services slide Yes / No 1 pt
  8. The loop includes a seasonal topic (ticks, heat, holiday hazards) that fits the current month Yes / No 1 pt
  9. No broadcast television or news channel is playing Yes / No 1 pt
  10. Exam room screens or tablets show the approved education content Yes / No 1 pt
  11. Cables and media players are hidden from view Yes / No 1 pt
  12. The screen surface is free of dust and fingerprints Yes / No 1 pt
  13. A named employee knows how to restart the media player Yes / No 1 pt
  14. The hospital's public Wi-Fi name and password are displayed for clients Yes / No 1 pt
  15. QR codes on screens and posters opened the intended page when scanned during the visit Yes / No 1 pt
  16. Date of the last content update on the lobby screen Date
  17. Digital screen execution Rating
    • Current content playing correctly 5 pts
    • Playing but outdated 3 pts
    • Off or showing an error 1 pt

4. Promotions 16 items

  1. The current month's promotion is displayed at the reception desk Yes / No 1 pt
  2. Promotional posters match the head office marketing calendar Yes / No 1 pt
  3. Posters for ended promotions have been removed Yes / No 1 pt
  4. The promotion's end date is printed on its signage Yes / No 1 pt
  5. Receptionists asked could describe the current promotion Yes / No 1 pt
  6. The promotion code is set up in the practice software and applied correctly on a test invoice Yes / No 1 pt
  7. The dental month or seasonal campaign display uses the supplied kit Yes / No 1 pt
  8. Manufacturer displays on the counter are limited to the number set by company policy Yes / No 1 pt
  9. Referral reward cards are available at the desk Yes / No 1 pt
  10. New client welcome kits are assembled and in stock Yes / No 1 pt
  11. New client welcome kits on hand Number
  12. The hospital's social media handle is displayed Yes / No 1 pt
  13. A sign invites clients to leave an online review Yes / No 1 pt
  14. The online booking or mobile app sign is displayed at the desk Yes / No 1 pt
  15. Exterior banners and window decals show the current campaign Yes / No 1 pt
  16. Execution of the current promotion Rating
    • Complete and known by staff 5 pts
    • Displayed but staff unsure 3 pts
    • Not displayed 1 pt

5. Wellness plans 17 items

  1. Wellness plan brochures are displayed at the reception desk Yes / No 1 pt
  2. A wellness plan poster or sign is displayed in each exam room Yes / No 1 pt
  3. Plan brochures show the current plan tiers Yes / No 1 pt
  4. Plan prices on the brochures match the prices in the practice software Yes / No 1 pt
  5. Separate plan options are shown for puppies and kittens, adults and seniors Yes / No 1 pt
  6. The brochure lists the services included in each tier Yes / No 1 pt
  7. Receptionists asked could explain the monthly payment and the term of the plan Yes / No 1 pt
  8. Technicians asked could name what the puppy or kitten plan includes Yes / No 1 pt
  9. Plans are offered to every new puppy and kitten client, as shown by a note in 5 sampled records Yes / No 1 pt
  10. The enrollment agreement is signed and stored for 5 sampled plan members Yes / No 1 pt
  11. Plan members are identified by a flag in the patient record Yes / No 1 pt
  12. Plan renewal notices are sent before the term ends Yes / No 1 pt
  13. The cancellation terms are stated in writing on the agreement Yes / No 1 pt
  14. Active wellness plan members Number
  15. New wellness plan enrollments last month Number
  16. Plan enrollment results are posted for the team Yes / No 1 pt
  17. Staff ability to present wellness plans Rating
    • Explained tiers, price and terms correctly 5 pts
    • Explained some points only 3 pts
    • Could not explain the plans 1 pt

6. Condition 18 items

  1. Lobby floors are free of hair, mud and urine spots Yes / No 1 pt
  2. A spill and accident cleanup kit is within reach of the lobby Yes / No 1 pt
  3. Seating is free of tears, stains and scratches Yes / No 1 pt
  4. Walls and corners are free of scuffs and leash marks at dog height Yes / No 1 pt
  5. Poster frames are straight and unbroken Yes / No 1 pt
  6. Brochure racks are fixed to the wall or stable on the counter Yes / No 1 pt
  7. Printed signs are free of fading, curling and tape marks Yes / No 1 pt
  8. Plants in the lobby are species that are non-toxic to pets Yes / No 1 pt
  9. Entrance glass is free of nose prints and smudges Yes / No 1 pt
  10. Entry mats lie flat Yes / No 1 pt
  11. No burned-out bulbs are visible in the lobby Yes / No 1 pt
  12. The front of the reception desk is free of paw prints and leash marks Yes / No 1 pt
  13. The lobby has no noticeable animal odor Yes / No 1 pt
  14. The lobby trash bin is less than three-quarters full Yes / No 1 pt
  15. Retail and brochure fixtures are free of dust on their upper surfaces Yes / No 1 pt
  16. Name of the employee responsible for lobby presentation Short text
  17. Overall condition of lobby fixtures and materials Rating
    • Like new 5 pts
    • Some wear 3 pts
    • Worn or damaged 1 pt
  18. Comments and corrective actions Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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