VetOps
Practice Operations, Measured.
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Operational Assessment
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Veterinary Practice Operational Assessment
$749.00
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749.00
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Name
First Name
Last Name
Email
example@example.com
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Where should we send your report?
*
What is the name of the practice?
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Where is the practice located? (City, state, ZIP)
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Which best describes the practice's primary service area?
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Rural
Small town
Suburban
Urban
Multiple markets or service areas
Unknown
What year was the practice established?
How long has the practice been under its current ownership?
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Less than 1 year
1-3 years
4-7 years
8-15 years
More than 15 years
Which ownership structure best describes the practice?
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Independently owned - single owner
Independently owned - multiple partners
Veterinarian-owned group
Corporate-owned
Private equity backed
Nonprofit
University or government affiliated
Other
How many physical locations does the organization operate?
Which best describes the practice's current stage?
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Newly established
Growing
Stable
Contracting
Preparing for expansion
Undergoing an ownership or leadership transition
Preparing for sale or ownership transition
Other
Which animals does the practice regularly serve?
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Companion animals
Equine
Livestock
Small ruminants
Avian
Exotics
Wildlife
Laboratory animals
Other
Which best describes the overall practice?
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Small animal
Large animal
Equine
Mixed animal
Exotic
Emergency or urgent care
Specialty or referral
Mobile
Other
Approximately what percentage of total patient volume comes from companion animals?
Which clinical services are provided?
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Preventive and wellness care
Routine outpatient care
Routine surgery
Advanced soft-tissue surgery
Orthopedic surgery
Dentistry
Diagnostic imaging
Internal medicine
Oncology
Dermatology
Ophthalmology
Cardiology
Reproduction
Rehabilitation
Emergency care
Critical care
Boarding
Grooming
Pharmacy or retail sales
Mobile or farm calls
Other
Does the practice have access to board-certified specialists?
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Yes - employed
Yes - contracted or visiting
Yes - both employed and contracted
No
Which specialties are available within the practice?
Surgery
Orhopedics
Internal medicine
Emergency and critical care
Oncology
Cardiology
Dermatology
Ophthalmology
Neurology
Theriogenology or reproduction
Dentistry
Rehabilitation
None
Other
How many days per week is the practice regularly open?
Approximately how many hours per week is the practice open for scheduled patient care?
Which access options does the practice offer?
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Evening appointments
Weekend appointments
Walk-in care
Same-day urgent appointments
24-hour emergency care
After-hours on-call coverage
Overnight hospitalization
ICU or continuous critical-care monitoring
Telephone or telehealth triage
None of the above
If after-hours or on-call coverage is offered, who provides it?
Practice veterinarians
Dedicated emergency team
Rotating clinical staff
External emergency practice
Answering or triage service
Not applicable
Other
Is clinical staff physically present overnight?
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Every night
Some nights
Only when a patient requires it
On-call but not physically present
No
Staff headcount
Rows
Number
Veterinarian owners or partners
Employed veterinarians
Relief or contract veterinarians
Board-certified specialists
Licensed or credentialed veterinary technicians
Other veterinary technicians
Veterinary assistants
Client service or reception staff
Practice managers or administrators
Kennel, boarding, or animal-care staff
Pharmacy, inventory, or retail staff
Other team members
q20_total
Does the practice have a dedicated practice manager or operations leader?
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Yes - full time
Yes - part time
Yes - but the individual also caries clinical responsibilities
The owner performs this function
No dedicated operational leader
Who is primarily responsible for operational and business decisions?
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Owner veterinarian
Managing partner
Practice manager
Hospital administrator
Corporate leadership
Leadership team
Responsibilities are shared or informal
Other
How many positions are currently vacant?
How long has the most senior operational leader been in their current role?
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Less than 1 year
1-3 years
4-7 years
8-15 years
More than 15 years
No designated operational leader
Which facilities or major resources are available?
Dedicated surgical suite
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Please Select
Yes
No
Multiple surgical suites
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Please Select
Yes
No
Dental suite
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Please Select
Yes
No
In-house laboratory
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Please Select
Yes
No
Digital radiology
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Please Select
Yes
No
Ultrasound
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Please Select
Yes
No
CT
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Please Select
Yes
No
MRI
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Please Select
Yes
No
Isolation area
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Please Select
Yes
No
ICU or Critical Care area
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Please Select
Yes
No
Overnight cages, runs, stalls
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Please Select
Yes
No
Boarding facilities
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Please Select
Yes
No
Equine treatment area
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Please Select
Yes
No
Mobile unit or practice vehicle
*
Please Select
Yes
No
Pharmacy or retail area
*
Please Select
Yes
No
Other
*
Room and Vehicle Counts
Rows
Number
Exam rooms
Surgical suites
Dental stations
Treatment areas
Inpatient cages, runs, or stalls
Mobile units or practice vehicles
Which statement best describes current operating capacity?
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Significant unused capacity
Some capacity for additional patients
Near practical capacity
Frequently operating beyond comfortable capacity
Capacity varies significantly by day, provider, or season
Unknown
Does demand vary significantly by season?
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Yes
No
Unknown
If demand is seasonal, briefly describe the high- and low-demand periods.
What practice-management software is currently used?
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AVImark
Cornerstone
Impromed
Other modern desktop
EzyVet
eVetPractice
Shepherd
Other cloud
Unknown
Which accounting system is currently used?
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QuickBooks Online
QuickBooks Desktop
Xero
Corporate accounting system
Spreadsheet or manual process
No formal accounting system
Other
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What reporting period was used for the answers in this section?
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Most recent completed 12 months
Most recent calendar year
Most recent fiscal year
Average of the most recent three complete months
Leadership estimate
Other
Approximately how many total patient encounters occur during an average month?
Approximately how many unique patients are seen during an average month?
Approximately how many new patients are seen during an average month?
Approximately how many new client households or accounts are established during an average month?
Approximately how many routine evaluations or treatment visits occur during an average month?
Approximately how many preventive or wellness visits occur during an average month?
Approximately how many urgent patients are seen within 1 to 2 days of the initial request during an average month?
Approximately how many emergency patients receive immediate or same-day care during an average month?
Approximately how many after-hours patient encounters occur during an average month?
Where are after-hours patients typically treated?
At the practice
At a co-located emergency hospital
At a referral emergency hospital
By an external mobile service
Practice not open after hours
Unknown
Approximately how many mobile or farm-call encounters occur during an average month?
Approximately how many miles does the practice vehicle travel per month?
Approximately how many total surgical procedures are performed each month?
How many of each procedure are completed each month?
Rows
Number
spays/neuters
other soft-tissue
orthopedic
emergent
reproductive
other
Approximately how many sedated dental procedures are performed each month?
Approximately how many patients are hospitalized each month?
What is the average inpatient length of stay?
Same-day only
1 day
2 days
3 days
4-6 days
More than 6 days
Unknown
Approximately how many patients are referred outside the practice during an average month?
What are the most common reasons patients are referred outside the practice?
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Advanced diagnostics
Orthopedic surgery
Other advanced surgery
Internal medicine
Oncology
Cardiology
Neurology
Ophthalmology
Dermatolgy
Dentistry
Rehabilitation
Emergency or critical care
Lack of apointment capacity
Lack of staffing
Client financial limitations
Other
q51_pts
Approximately how many appointment requests cannot be accommodated during an average month?
What typically happens when the practice cannot accommodate a patient?
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The patient waits for next available appointment
The patient is placed on a cancellation list
The patient is directed to an urgent care or emergency facility
The patient is referred to another general practice
The owner is given multiple options
Other
What is the average wait for the next available routine appointment?
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Same day
1-2 days
3-7 days
8-14 days
15-30 days
More than 30 days
Varies significantly by provider or service
Unknown
What is the practice's approximate appointment no-show or late-cancellation rate?
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less than 2%
2-5%
6-10%
11-15%
more than 15%
Unknown
Has total patient volume changed during the past 12 months?
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Increased by more than 20%
Increased by 11-20%
Increased by 1-10%
Remained approximately stable
Decreased by 1-10%
Decreased by 11-20%
Decreased by more than 20%
Unknown
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What was the practice's approximate gross revenue during the most recently completed fiscal year?
What is the practice's average monthly gross revenue?
What was the practice's approximate net operating profit during the most recently completed fiscal year?
What was the approximate net operating profit margin?
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Operating at a loss
0-5%
6-10%
11-15%
16-20%
More than 20%
Unknown
Does reported net profit include owner compensation?
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Yes - all owner compensation
Yes - some owner compensation
No
Not applicable
How has gross revenue changed compared with the prior year?
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Increased by more than 20%
Increased by 11-20%
Increased by 1-10%
Remained approximately stable
Decreased by 1-10%
Decreased by 11-20%
Decreased by more than 20%
Unknown
Expense categories
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Rows
Amount ($)
Veterinarian wages
Tech/Assistant wages
Admin/CSR wages
Payroll taxes + benefits
Relief/Contract vet
Drugs/Medical Supplies
Laboratory
Food/Animal-care supplies
Inventory purchased for resale
Facility rent/mortgage
Utilities
Equipment lease + maintenance
Vehicle expense
Insurance
Tech/Software
Marketing
Professional fees
Interest
Depreciation
Other operating expenses
Are personal, non-business, or owner-discretionary expenses included in the practice's P&L?
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Yes
No
Possibly
Unknown
How often is the full profit and loss statement reviewed by ownership?
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Never
Only when needed
Annually
Quarterly
Monthly
Weekly or more often
Does the practice have a formal annual operating budget?
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Yes, reviewed and updated regularly
Yes, but not formally reviewed
No
Unknown
How confident are you in the accuracy of your practice's financial reports?
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Very confident
Mostly confident
Somewhat confident
Not confident
Unknown
Approximately what percentage of visits are paid in full at the time of service?
Approximately what percentage of visits are billed after the visit (rather than paid upfront)?
If you bill at the end of the month, how long from billing to payment typically?
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Less than 15 days
15-30 days
31-45 days
46-60 days
More than 60 days
Practice does not use end-of-month billing
Unknown
What is the approximate total outstanding client charges (accounts receivable)?
How many invoices are outstanding?
Rows
Number
0-30 days
31-60 days
61-90 days
90+ days
Approximately how much was written off as bad debt during the past year?
How often are accounts sent to a third-party collections service?
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Routinely
Occasionally
Not in the past year
Practice has never sent accounts to collections
Unknown
Which payment alternatives are offered to clients?
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Cash
Credit/Debit cards
In-practice payment plans
Third-party financing (e.g. CareCredit, Scratchpay)
Online bill pay through PMS
Mobile/text-to-pay
None
Other
Debt categories
Rows
Amount ($)
Commercial mortgage
Buildout
Vehicle
Equipment
Tech/Software
Line of credit
Business credit cards
Owner loans
Legal settlements
Tax liabilities
Vendor balances
Other
Approximate total outstanding debt?
Approximate total monthly debt payment?
Is any practice debt personally guaranteed?
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Yes - all or nearly all
Yes - some
No
Does the practice have access to a business line of credit or other emergency capital?
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Yes - currently unused
Yes - partially utilized
Yes - fully or nearly fully utilized
No
Approximately how many months of normal operating expenses could the practice cover using available cash reserves?
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Less than 1 month
1-2 months
3-4 months
5-6 months
More than 6 months
Unknown
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What prompted you to complete this assessment? (Select up to five)
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Profitability concerns
Rapid growth
Declining or stagnant revenue
Cash-flow concerns
Practice debt
Staffing shortages or turnover
Low team productivity
Inconsistent operations
Reporting and visibility issues
Preparing for sale or transition
Expanding services or locations
Acquiring another practice
Purchasing equipment or renovaating
Client feedback or complaints
Burnout or workload concerns
Other
Which five areas of your practice currently feel most difficult to manage? (pick up to 5)
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Scheduling and appointment flow
No-shows and last-minute cancellations
Client communication or retention
Team hiring or retention
Training licensed technicians
Pricing and fee structure
Discounting and unpaid services
Inventory and controlled-substance handling
Financial reporting or visibility
Marketing and new-client acquisition
Workflow standardization
Technology and systems
Cleanliness and hospital maintenance
Owner workload balance
Other
Which three outcomes are highest-priority over the next 12 months? (up to 3)
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Increase revenue
Improve profitability or margin
Increase cash flow
Reduce expenses
Improve employee retention
Improve team productivity
Reduce owner workload
Standardize operations
Improve reporting and visibility
Prepare for expansion
Prepare for ownership transition or sale
Other
What currently feels harder than it should be in the practice?
What is the single most important result you would want from this assessment?
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Which statement best describes the practice’s readiness to make operational changes?
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Ready to begin immediately
Ready within the next three months
Interested but more information is needed
Interested but time or financial resources are limited
Exploring options only
Not currently ready to make changes
How much leadership time could realistically be committed to an improvement initiative?
*
Less than 1 hour per week
1-2 hours per week
3-5 hours per week
More than 5 hours per week
Varies depending on the initiative
If opportunities are identified, what type of support would the practice prefer?
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Written recommendations for the practice to implement independently
Templates, tools, and periodic guidance
Collaborative implementation support
Fully managed implementation
Not sure yet
Is there anything else about the practice's history, current circumstances, or goals that should be considered?
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Unmet appointment percentage
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New patient ratio
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Wellness Share
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Routine Share
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d5_num
d5_den
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band3_thr
band2_thr
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Facility options
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Payroll ratio
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Surgery throughput per DVM
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Flag Total
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OPS
FIN
PEOP
CLI
TECH
LEAD
COMPOSITE
StdOpsVal
MixedOpsVal
StdCliVal
MixedCliVal
StdCompVal
MixedCompVal
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Recommendation text
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ar_ratio
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