Human Resources Part 1 — 30% Flashcards

1
Q

What are the federal retention laws for applicant documents such as resumes and employment applications?

A

One year from filling the position, unless you suspect that applicant is over 40 years of age, then it is recommended to keep records 2 years.

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2
Q

List the four elements necessary to hold working interviews.

A

Must be on the payroll.
Must be eligible to work in the US.
Must be paid at least minimum wage.
Must be covered under workers compensation.

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3
Q

FIT is how a candidate will the culture, and POTENTIAL the measure of growth the new hire would be expected to experience. Define IMPACT.

A

Impact = Is the measure of results the candidate has achieved in the past and is likely to achieve in the future.

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4
Q

As it relates to interviewing candidates, what are the benefits of the use of a rating scale?

A

A rating scale can be helpful when hiring because it is challenging to compare candidates equally and consistently, especially if there are multiple members of the management team interviewing candidates for the same position

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5
Q

Information revealed in the background checks can be helpful with hiring decisions and should be conducted on all candidates who make it to the final hiring pool to choose from. True or False.

A

False - Back ground checks should only be done after a contingent employment offer has been made.

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6
Q

What are Phase Training lists and what are the four benefits of using them?

A

Phase training list outline the progressive steps in the training for a specific position within the practice.
*Helps insure that team members are trained properly.
* AIDS in titrating information/instruction to the employee to avoid overloading them early in the process.
*Provides a resource for training preparation for the trainer.
*Provides reference and review material for the new employee and phase training can accommodate a new employee that already has some experience.

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7
Q

What is a reasonable budget to spend on training annually?

A

1-2% of annual revenue of the practice.

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8
Q

New employees must have immediate knowledge of what 5 safety details?

A

*Location of the first aid kit(s), eye wash stations and exits.
*Location of all personal protective equipment, and instructions on proper use prior to first use.
*Locations of all mandatory posters
*Location of the hospital Safety Manual
*Copies of all applicable OSHA standards

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9
Q

List the 3 most common reasons a staff member leaves a practice.

A

*Lack of positive feed back
*Lack of training opportunities
*Failure of management to include them in the larger strategic vision of the practice.

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10
Q

Name 4 elements of enhancing employee productivity.

A

*Shared purpose - shared core values and guiding principles that offer direction when difficult decisions must be made.
*Tools to do the job - evaluate the tools you are provided against the productivity you need or want.
*Standard operating procedures - helps the team deliver consistent, high quality medical care.
*Performance standards - define your standards, communicate them and provide accountability to uphold them.
*Engage and Empower - Encourage input from the team by creating a psychologically safe culture.
*Recognize and reward - appreciate and value opinions and effort.
*Physical Fitness - absenteeism and presenters both affect productivity and physical fitness and well being affect absenteeism and presenteeism
*Personal focus - the focus of each team member on what they want to achieve professionally.
*Team focus - team building fosters awareness and reinforces commitment to the mission and purpose of the entire team.

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11
Q

The ________ and _________ of the practice help define core competencies that should be expected of employees.

A

Mission and Values.

Ex.. Teamwork
Customer focus
Accountability
Technical Skills

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12
Q

Why are core competencies important in staff development?

A

Because they can be tiered to beginner, intermediate and proficient skill sets, and because they can be considered in reward - based compensation.

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13
Q

Name at least 4 of the 10 elements that should be considered in virtual team training.

A

*Put your training on a diet - virtual audiences cannot tolerate long training sessions. ~ 20 min only
*Gain attention from the start - Use ice breakers, use your image and the ms image, and begin your session with a scripted, memorized and delivered with force to begin the training session
*Establish relevance - to your team within 30 seconds. Consider using quotes, cartoons, videos, or articles to make the team feel interested in what is said next.
*Present information with a twist use stories, case studies, and many forms of media to avoid losing the focus of your team.
*Ask compelling questions - use questions through out the training session. Use polling and involve the team throughout the training.
Conduct realistic demonstrations - keep them short, focused, and easy to follow.
*Provoke Discussion - discussions are essential for team members to buy into and internalize your training, but don’t let them take over.
*Employ interactive activities - Interaction is critical to successful training.
* End with a Bang - end with an inspirational finale and l to action.
*Prepare, prepare, and prepare some more - put thought into every aspect of the virtual team training.

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14
Q

What does the 70/20/10 Learning and Development model stand for?

A

*70% of learning within an organization should come from on the job-training.
*20% from coaching and mentoring
*10% from actual courses, lectures, and formal training.

There is no empirical evidence that this exact ratio is optimal, but is a starting point for discussion and can be customized to fit each individual circumstance.

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15
Q

An effective appointment system should have what two goals?

A

*To eliminate client wait time
*To maximize the efficiency of the doctors, the support staff and the facility by minimizing downtime between clients or patient procedures.

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16
Q

In the example of Dense Scheduling in Practice Made Perfect; list the breakdown of the three 5 minute sections for a 15 minute annual wellness appointment (goal of the 1st five minutes, 2nd minutes, etc.

A

*The first five minutes is the technician check in period for patient history and vitals.
* The doctor is present for the next five minutes to perform the physical exam, answer questions, gather information, and discuss preventative care.
*In the remaining five minutes the technician and/or doctor may collect lab samples, fill prescriptions or vaccinate

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17
Q

What are three ways to try to avoid appointment problems clients?

A

*Appointment cards should always be given to clients who make the appointment while in the clinic.
* Proper hospital protocols that prepare the team for unexpected appointment challenges.
*Advanced reminders within 24 hours of the appointment is considered best practice.

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18
Q

What two goals should an effective appointment schedule have?

A

*To eliminate client wait time
* To maximize the efficiency of the doctors, the support staff and the facility by minimizing down time between client or patient procedures

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19
Q

An unusual number of established clients arriving early or late to the appointment may be a sign of what?

A

*Ongoing appointment scheduling and time management problems at your hospital

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20
Q

When it comes to staff scheduling ___________ is one of the most desired employee benefits; therefore it is an important component in staff morale, productivity, and retention.

A

Flexibillity

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21
Q

Name and define the five potential employee scheduling options.

A

Rotating Schedule - The staff, their duties and shifts rotate.
Hybrid Schedule - A mix of Fixed and variable days. Example: fixed weekdays with rotating weekends.
Skill based schedule - based on the known skill set of the employee and the needs of the practice. The greater the skill set the employee develops , the more flexible their scheduling options.
Split scheduling - when an employee works for more than one business unit within a single workday. Ex - a tech works in the six practice from 9am - 2 pm and then moves into the outpatient practice from 3pm-8pm
Per Diem schedule - Scheduled one day at a time as needed by the practice. This is the most common among relief veterinarians.

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22
Q

Ultimately the ________ is responsible for the efficiency , function and flow of the practice.

A

Manager

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23
Q

When it comes to managing daily work assignments; what does SMART stand for and what are the definitions?

A

Specific - Define the task. Why i important and what are the expected outcomes.

Measurable - how is the task going to be measured in terms of progress or completion?

Agreed - both parties agree on the importance of the task and how the results will be achieved. What resources will be needed to achieve these results?

Realistic - the task being delegated and the goals being sought are realistic with the time constraints that are in place.

Time bound - How and when will the results be expected? Create check in points on the calendar. A check in point prevents micro-managing and keeps lines of communication open.

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24
Q

What is a rotating schedule?

A

The staff, their duties and shifts rotate.

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25
Q

What is a Hybrid schedule?

A

A mix of fixed and variable days.
Ex: fixed weekday with rotating weekends.

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26
Q

What is skill based scheduling?

A

Based on the known skill set of the employee and the needs of the practice. The greater the skill set the employee develops, the more flexible their scheduling options.

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27
Q

What is Per Diem scheduling?

A

Scheduled one day at a time as needed by the practice.
*This is the most common among relief veterinarians.

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28
Q

When it comes to managing daily work assignments; what does the “S” in SMART stand for?

A

Specific - Define the task. Why is is important and what are the expected outcomes.

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29
Q

When is comes to managing daily work assignments; what does the “M” in SMART stand for?

A

Measurable - How is this task going to be measured in terms of progress or completion?

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30
Q

When is comes to managing daily work assignments; what does the “A” in SMART stand for?

A

Agreed - both parties agree on the importance of the task and how the results will be achieved. What resources will be needed to achieve these results?

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31
Q

When is comes to managing daily work assignments; what does the “R” in SMART stand for?

A

Realistic - the task being delegated and the goals being sought are realistic with the time constraints that are in place.

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32
Q

When is comes to managing daily work assignments; what does the “T” in SMART stand for?

A

Time Bound - How and when will the results be expected? Create check in points on the calendar. A check in point prevents micro-managing and keeps lines of communication open.

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33
Q

What are the two components of an employee compensation package in the United States?

A

W-2 earnings (Salaries/Wages) and benefits.

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34
Q

Generally indirect and non cash compensation paid to an employee.
Ex. Health insurance, paid time off, and retirement plan contributions.

A

Benefits

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35
Q

Total monetary pay given to an employee for their work during a given period. The term is sometimes used to represent both the monetary and non monetary amounts paid to employees.

A

Compensation

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36
Q

What are the five steps in developing a compensation system?

A

Step One: Identifying positions in the practice and critical skills and attributes for each position.
Step Two: Identifying community pay scales.
Step Three: Communicating expectations to employees.
Step Four: Evaluating Performance based on Expectations
Step Five: Determining pay

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37
Q

Professional liability insurance is generally carried only by Doctors.
True or False

A

True

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38
Q

Employers are required to contribute to employee 401 K plans.
True or False

A

False

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39
Q

Internal Revenue Service (IRS) form called “Wage and Tax Statement” That reports income paid and taxes withheld by an employer for a particular employee during a calendar year.

A

W-2

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40
Q

IRS form called “Transmittal of Wage and Tax Statements” which summarizes the information on the W-2s and is filed with the IRS each year along with the copies of the W-2’s

A

W-3

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41
Q

IRS form called “Employee’s withholding allowance certificate” used to determine the amount of federal taxes the employer will withhold from a person’s paycheck each pay period.

A

W-4

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42
Q

True or False …
Federal unemployment tax act (FUTA) is paid only by the employer - the rate is 0.008% of the first $7,000 of an employees earnings.

A

True

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43
Q

True of False…
Historically, both the employee and the employer have been taxed 6.2% of the employees earnings (up to a specified salary level) for social security (FICA - Federal Insurance Contributions Act) and 0.145% for Medicare. ** There is no salary limit for Medicare tax.

A

True

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44
Q

__________ is the overall measure of how the candidate will complement the culture of the hospital, focusing more on the desired culture than the current culture of the hospital.

A

Fit (Alignment)

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45
Q

________ is a measure of the results the candidate has achieved in the past and the result he or she is likely to achieve in the future.

A

Impact

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46
Q

_______ is a measure of the results the candidate has achieved in the past and the result he or she is likely to achieve in the future.

A

Impact

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47
Q

______ is a measure of the growth that an individual would be expected to experience and the increase in impact that an individual might be capable of over time.

A

Potential

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48
Q

When does onboarding begin?

A

Once the candidate has accepted the offer of employment, but before the new hire reports for duty.

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49
Q

What are the Four C’s of onboarding?

A

Compliance - (most basic task associated) It involves educating the new hire on the practice policies and protocols
Clarification - Helps the new hire understand his or her role. Also sets clear expectations.
Culture - is about understanding the practice norms: what is typical and atypical for the practice.
Connection - is about forming relationships.

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50
Q

“EASE” outlines an effective strategy for you to facilitate the transition of a new hire into your practice. What does “EASE” stand for ?

A

E - for encourage.
A - for Align. Align new team member’s with the new hire so that the new hire is supported and everyone is on the same page.
S - for Solve. Keep your eye out for potential problems and resolve them before a spark becomes a blazing fire.
E - for End (as in end distractions) Keep the new hire focused on what matters most in the moment.

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51
Q

What is a reasonable training investment for a new employee?

A

A reasonable training investment in 1-2% of the hospitals annual revenue. So, even a small hospital that is billing $900,000 should plan on spending $9,000 - $18,000 on employee training and development.

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52
Q

What are the three most common reasons why staff members leave the practice and leave the profession?

A

Lack of positive feedback
Lack of training opportunities
Failure of management to include them in the larger strategic vision of the practice.

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53
Q

While most practices are using computer scheduling software, if a paper appointment book is preferred, studies indicate that __________ at a glance style works best.

A

Week

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54
Q

Name five of the nine details to consider regarding appointment scheduling criteria for making appointment schedules.

A
  • The number of doctors available during any particular period.
  • The relative efficiency of the doctors.
  • The time allotted to each appointment
    *The number of patients seated by each client
  • Types of cases seen
  • The number of exam or consult rooms.
    *The hours of hospital operation, including the hours for scheduled and nonscheduled activities
    *Favored client times for veterinary care.
    *Veterinary technician appointments
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55
Q

What are the 5 appointment scheduling options when creating a daily appointment schedule

A

*Straight 15s - 15-Minute appointments
*Straight 20s - 20-minute appointments
*Straight 30s - known for higher touch, lower volume practices.
*Ten Minute Flex - Fast growing scheduling system for companion practices in the industry. Appointments are scheduled in 10 minute increments as needed for the type of appointment.
*High Density Scheduling - Anytime a doctor has access to more than one exam room at a time.

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56
Q

Some studies estimate that 30-50% of an employee’s knowledge base is obsolete in 3-5 years.

A

That means that the typical employee needs to “refresh” 10-15% of their knowledge each year.

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57
Q

List “examples” of the many benefits of a well-run mentoring program.

A

*Mentoring results in more highly motivated staff
*Practices with a well-established mentoring program in place generally have a much higher percentage of team members who are cross-trained to fulfill multiple rolls within the practice.
*Increasing staff training increases staff satisfaction and productivity.
* Practices with a well-developed mentoring program in place find it substantially easier to recruit new team members.

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58
Q

What are the four elements needed for a performance appraisal program to be successful?

A

*Regular, informal feedback from supervisor - employees should receive regular input from their supervisors
*Performance goals set by the employees and supervisors - goals may be both short and long term
*Action plans to address performance or disciplinary problems - can be helpful when an employee is experiencing performance problems that need correction.
*Formal reviews that accurately document the big picture - Should be done several times a year. Should not include ongoing performance problems.

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59
Q

In most states, personnel records are considered to be the property of…

A

The Employer.

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60
Q

Appointment Scheduling terms…

*Bonding philosophy

A

*Bond clients to the practice.
* Bond clients to the doctors.

61
Q

Appointment Scheduling terms…

*Bonding rate - Measures the clients bonding rate per doctor.

A

*Aim for 70% if tenured
*Aim for 25% for new doctors

62
Q

Appointment Scheduling Terms …

*Fill Rate

A

Usually used to schedule and leverage staff. Percentage of available appointment slots scheduled during a specific period of time. Most practices calculate fill rates by shift and by veterinarian each quarter, and adjust practice’s scheduling guidelines accordingly.

63
Q

How often should you update your clients that are waiting to be seen if an emergency comes in…

A

Update the client every 5 minutes on the status of their appointment.

64
Q

Clients who arrive early or late - an unusual number of established clients arriving early or late to the appointment may be a sign of …..

A

Ongoing appointment scheduling and time management problems at your hospital.

65
Q

Prevention of potential appointment problems…

A

*Appointment cards should always be given to clients who make the appointment in office.
*Proper hospital protocols that prepare the team for unexpected appointment challenges.
*Advanced reminders within 24 hours of the appointments considered best practice.

66
Q

Benefits of a well-designed staff schedule…

A

*Maximize practice productivity via consistent customer service and patient care.
*Schedule flexibility is one of the most desired employee benefits, therefore it is an important component in staff morale, productivity and retention.

67
Q

Scheduling considerations…

A

*What are the needs of the practice? How many doctors are on duty on a given day, and how do you want to leverage those doctors?
*Attempt to limit the number of new employees in training that can be scheduled during each shift?
*The staffing budget will likely guide staffing levels.
*Complete and post the staff schedule on a consistent deadline well in advance of those shifts.
*Staff time off request need to be submitted at the minimum of 30 days in advance and in writing
*Keep written time off request in an employee file for the same length of time you are required to keep payroll records and time cards. (** Under Fair Labor Standards Act (FLSA) At least 3 years).
*Do NOT make verbal staffing agreements, have schedule in written form.
*To avoid perception of favoritism or inequality, create a written time off policy.
*If employee considers it a benefit include 4 - 10 hour days, 3-12 hours days, or 5-8 hour days.
* unpopular shift differentials can average 10-20% of the employees regular hourly wage.

68
Q

Delegation and Empowerment are the keys to a successful veterinary practice.

Delegate -

A

Authorizing subordinates to make certain decisions.
Delegation increases time, reduces stress, allows a work/life balance, and shows team members they are capable of completing assigned tasks (Builds confidence and future leaders).

69
Q

Delegation and Empowerment are the Keys to a successful veterinary practice.

A

Empower - the act of sharing managerial power with subordinates. It is the concept of encouraging and authorizing workers to take initiative to improve operations, reduce costs and improve customer service.
*To become efficient and understand delegation and empowerment, one must accept error.
* Team members will make mistakes and the goal is for them to learn from them through trial and error. Mistakes offer a learning opponent for all when shared with the team.

70
Q

To effectively delegate tasks to team members, use the SMART system …

A

*Specific - Define the dark.
*Measurable - How is the task going to be measured in terms of progress or completion.
*Agreed - both parties agree on the importance of the task and how the results will be achieved.
*Realistic - The task being delegated and the goals being sought are realistic with the time constraints that are in place.
*Time Bound - How and when will the results be expected? Create check-in points on the calendar. Eco-in points prevents micromanagement and keeps lines of communication open.

71
Q

Assigning or scheduling the number of support staff needed to enable the doctors to perform as efficiently as possible.

A

Staff Leveraging

*The ultimate profitability of a veterinary practice depends on the successful leveraging of veterinary skills over its non veterinary staff.
*Leveraging is critical because the veterinarians time and availability comprise the limiting factor, or bottleneck, in the delivery of veterinary service.

72
Q

What Act sets basic minimum wage and overtime pay standards and regulates the employment of minors.

A

The Fair Labor Standards Act

73
Q

Under the _____________act each eligible employee is entitled to a total of 12 workweeks of unpaid leaving during and 12 - month period.

A

Family and Medical Leave act (FMLA).

*To be eligible, an employee must have been employed for at least 12 months, although the months need not be consecutive.

74
Q

Every employer, regardless of the number of employees must post and maintain various Department of Labor posters in a Conspicuous location frequented by employees.
What are the 5 required posters?

A

*The Fair Labor Standards Act and minimum Wage
*Equal opportunity provisions of the law.
*The Family and Medical Leave Act.
*OSHA Job and Safety and Health Protection requirements
* The Employee Polygraph Protection Act

75
Q

Define how great leadership can benefit the practice.

A

Great leadership builds an employee bond with the practice, and creates a proactive environment that requires little management. A motivating leader generates enthusiasm and excitement and provides a path for team members to be successful.

76
Q

Define how poor leadership can negatively affect the practice.

A

Poor leadership yields high employee turnover, unsatisfied clientele, low client compliance, and high management responsibilities.

77
Q

Define organizational development.

A

Organizational development is defined as the development, improvement , and effectiveness of an organization that includes the culture, values, systems, and behaviors.

78
Q

Define employee development.

A

Employee development is defined as building team retention, motivation, engagement, and individual well-being.

79
Q

Name some ways effective leadership is shown.

A

Effective leadership is shown through character, behavior, and actions.

80
Q

Define situational leadership.

A

It is the leaders responsibility to recognize and adapt to the team in which he/she is leading;
it is not to the team to change or adapt to the leader.

81
Q

In the leadership challenge, founded by Kouzes and Posner, name at least three components of great leadership.

A

Challenges the status quo, which leads to innovation when change is needed; Enables and empowers collaboration amongst team members; Walks the walk, Encourages team members through recognition and accomplishments; Inspires the buy- in of the mission, vision and values.

82
Q

Define a practice mission.

A

The mission is defined as the purpose of the hospital and the fundamental reason that the practice exists.

83
Q

How can a lack of MVVs (Mission, vision, values) negatively affect the practice

A

Owners operate without a clearly defined path for success, managers struggle to implement policies and procedures that support a vision for the hospital, and team members lack the direction needed to meet desired goals.

84
Q

Name some areas in the hospital that MVVs (Mission, Values, Visions) can affect

A

Human Resources, marketing, and finance.

85
Q

Explain some ways in which a diverse team can positively affect the practice.

A

Diversity provides different insights that can be used to identify problems, solve problems, create solutions, or develop successful pathways to achieve goals.

86
Q

Why is having a work life balance important.

A

If one’s work balance overloads their life balance, burnout will likely occur within five years(even if you love your job). Team members are seeking flexible work schedules with less hours and more work-life balance. Leaving work at the end of the day becomes just that : leaving work.

87
Q

Name some effective methods to retain team members.

A

Retaining team members can be effectively accomplished by identifying each team members wants and needs, cultivating inclusion, and enhancing engagement. It also occurs through positive reinforcement, rewards, expanding roles, and career development.

88
Q

Describe how an “employer brand” is established.

A

An employer brand is established by creating a strong positive culture that draws potential candidates to the practice seeking employment opportunities.

89
Q

Define empowerment and y it’s important to empower team members.

A

Empowerment means to give power or authority to; to authorize; to enable or permit. This means giving team members the ability and permission to complete tasks and objectives. Empowering is the concept of encouraging and authorizing workers to take initiative to improve operations, reduce costs, and improve the quality and quantity of service.

90
Q

Give two examples of questions that cannot be asked during an interview.

A

Any question that relates to age, marriage, children, or military status cannot be asked.

91
Q

What is FLSA?

A

FLSA is the fair labor standards act that was created to protect employees from unfair work practices.

92
Q

What is USERRA?

A

USERRA is the Uniformed Service Employment and Reemployment Act that was created to protect individuals that are enrolled in any armed forces branch. Military members cannot be discriminated against for their past current service and have the right to return to the same position once they return from deployment.

93
Q

What is OSHA?

A

OSHA is the Occupational Safety Health Administration and was created to protect employees while on the job.

94
Q

What posters are required to be displayed in a practice?

A

FLSA (Fair Labor and Standards act), Polygraph protection act, FMLA (Fair Medical Leave act), EEO (Equal Employment Opportunity), IRCA (Immigration Reform and Control Act)

95
Q

What is the benefit of developing an employee manual?

A

Employee personnel manuals discuss all actions that expected of employees and may list consequences associated with failure to comply.

96
Q

What payroll taxes are employers responsible for?

A

FUTA ( Federal Unemployment Tax Act), SS (Social Security), and Medicare are the taxes that employers must pay for each payroll period.

97
Q

What is a contract employee?

A

A contract employee is one who is not employed by the practice, works their own established hours, and is not under the direction of any supervisor.

98
Q

Why provide training in phases?

A

Training should be implemented in phases to prevent a new team member from becoming overwhelmed during the first weeks of training.

99
Q

How many weeks does the FMLA (Fair Medical Leave Act) cover and employee to take unpaid leave?

A. 14 weeks
B. 6 weeks
C. 12 weeks
D. 8 weeks

A

C. 12 weeks

100
Q

Which act requires employers to pay minimum wage and over-time pay?
A. FMLA (Fair Medical Leave act)
B. EPPA (Employee Polygraph Protection act)
C. EEO (Equal Employment Opportunity)
D. FLSA (Fair Labor and Standards act)

A

D. FLSA (Fair Labor and Standards act)

101
Q

What does NCA stand for?

A.) National Contract - Employees Association
B.) Noncompete Agreement
C.) No Contract ACT
D.) Nonimmigrant Control Act

A

NCA stands for noncompete agreement.

102
Q

Which of the following is a question you should not ask into an interview?

A.) Why would you want to leave your current position?
B.) What is your salary requirement?
C.) What was the least enjoyable aspect of your last job?
D.) When did you graduate from High school?

A

D.) When did you graduate from High School?

103
Q

What does the abbreviation AD stand for?
A.) Right Ear
B.) Right Eye
C.) Once Daily
D.) Adrenal Disease

A

A.) RIGHT Ear

**AU (Both Ears), AS (Left Ear), AD (Right Ear)

104
Q

Why should a veterinary practice implement an appointment system if one is not already in place?

A

To help control the traffic flow within the practice at all times.

105
Q

How can clients be informed of the changes when a practice wants to implement an appointment system? Why create a positive atmosphere when making these changes?

A

Brochures, postcards, and news letters can be sent to clients indicating the change from walk-in to appointment service. Creating a positive atmosphere about the change will help clients embrace the change and learn to make appointments.

106
Q

What are the benefits of clients dropping off patients?

A

If an appointment time is not available and the pet needs to be seen, dropping off the patient allows the team to work it in between appointments , reducing long wait times. The team can examine the patient, perform laboratory procedures needed, and call the client when the patient is ready to be picked up.

107
Q

Why should veterinary clinics strive for a proactive environment?

A

Proactive environments take care of problems before the arise, ensuring client satisfaction.

108
Q

Why should an appointment be established for client education?

A

Client education can take a large amount of time depending on the disease or condition that needs to be discussed. Clients should not have to wait long periods of time to be educated, or they become irritated. Once they are irritated, they may not listen to all of the information that is being presented to them.

109
Q

Explain how to handle clients that are always late to their appointments.

A

They must be reminded in a kind manner what time their appointment is, and informed that the appointment will take the full time that has been allotted for them. If they cannot make the appointment time, it will need to be rescheduled.

110
Q

What factors affect appointment scheduling?

A

The number of veterinarians working, technician appointments, surgeries, dental procedures, non sterile procedures, holidays, the type of appointment, and the particular client.

111
Q

Specific clients always take longer for appointment’s. Why allot those specific clients more time than others?

A

Allotting more time for these clients will reduce schedule back ups and decrease team member stress. Being proactive prevents schedule backup later in the day.

112
Q

Why should walk-in clients be seen?

A

Many clients feel that their pet may be experiencing an emergency and cannot wait for the next available appointment; therefore must be seen for the minor emergency. The emergency may not seem like an emergency to the staff, but it is important to the client to be seen. Practices do not want clients to feel that their pet is not important enough to be seen.

113
Q

What information is vital when scheduling appointments?

A

Clients name, pet’s name and specie problem to be seen for, and a phone number to contact the client the day of the appointment.

114
Q

The goals of an appointment system include which of the following?
A.) Maximize productivity
B.) Reduce staff tension
C.) Control traffic within the veterinary hospital
D.) All of the above.
E.) None of the above

A

D. ) all of the above

115
Q

The longer a client waits to be seen for his appointment, the more likely..
A.) Compliance will increase
B.) Compliance will decrease
C.) Compliance will not change with appointment wait times.

A

B.) Compliance will decrease.

116
Q

To help reduce client overload at the front desk, appointments should be:
A.) Set every 15 minutes
B.) Staggered by at least 5 minutes
C.) None of the above

A

B. Staggered by at least 5 minutes.

117
Q

Appointments should be scheduled for:
A.) Client education
B.) Surgery/dental procedures
C.) Technicians
D.) All of the above
E.) None of the above

A

A.) Client Education

118
Q

Appointment lengths may vary for all of the following except:
A.) Specific Client
B.) Appointment type
C.) Veterinarian
D.) Patient

A

D.) Patient

119
Q

What are the benefits of a travel sheet ?

A

Travel sheets can help eliminate any discrepancy in charge amounts and decrease lost charges.

120
Q

Cross training should be introduced as improvement to job satisfaction, not a threat to job security.

A

Cross training should be introduced as improvement to job satisfaction, not a threat to job security.

121
Q

What three elements must exist for intrinsic motivation to occur?

A

Autonomy - clarifies that people do not want to be micromanaged. Team member would never be motivated.
Mastery - people want to master their skills. Are motivated to continue to improve.
Purpose - people want to have a purpose and make a difference in patients lives.

**When these three factors occur in tandem intrinsic motivation occurs.

122
Q

Emotional intelligence is often described by five levels of competence in which to focus personal improvement. What are those five levels?

A

*Self-awareness
*Self - control
*Self- motivation
*Empathy
*Effective Management of relationships

123
Q

The three most common accounting methods of accounting for veterinary practices are the following.

A

*Cash method - income is recorded when cash is received, not when the services are performed.
*Accrual method - Income is recorded when the services are performed, not when the client ultimately pays for those services.
*Hybrid or modified accrual method - this is combination of the two methods, and therefore requires that the practice be consistent from year to year as to how income and expenses are recorded.

124
Q

If you only look at one financial statement in the practice it is likely to be this one…
**Even though you should see the balance sheet as well :)

A

The profit and loss statement! This is the statement that shows the income the practice earned and the expenses it incurred (or paid) during the month.

125
Q

What is the primary purpose of the balance sheet?

A

Its primary purpose is to provide a snapshot view of the assets, liabilities, and (owner(s) equity at a specific moment in time.

126
Q

What are assets ?

A

Assets represent all the things of value that a practice owns. That includes cash, accounts receivable (if on the accrual basis), inventory, buildings, land, equipment, prepaid expenses, and goodwill.

127
Q

What are KPIs (key performance indicators) effectively used for?

A

*Measure performance of the practice.
*Explain changes seen in the financial statements
*Provide detail as to why hospital changes are occurring.
* allow comparison of hospital data internally (from quarter to quarter or year to year).
* Comparison of hospital data to published bench marks. **The most common client related KPIs include the total number of active clients, number of clients per doctor, number of new clients, more of lost clients, number of transactions per client, and revenue per client.

128
Q

What will an analysis of client information from the practice information management system (PIMS) reveal?

A

Trends in numbers of active clients, new clients, lost clients, number of pets per client, number of visits per client, and other areas.

**These type of metrics are generally called key performance indicators (KPI).

129
Q

What are key performance indicators (KPIs)?

A

Key metrics (financial and operational) used to measure performance of an organization.

*measure performance of the practice, explain changes seen in the financial statement..they also help answer the question, How am I doing?

130
Q

What is a practice information management system ( PIMs) ?

A

The software system used by the practice for client invoicing , medical records, inventory, metric analysis, tracking of accounts receivable and other revenue related activities.

131
Q

Most studies consider an active client to be one who has visited the practice in the last ____ months

A

12 Months.

132
Q

__________ is the process by which a practice compares itself to others (especially those known for outstanding performance) in an attempt to improve performance.

A

Benchmarking

133
Q

__________, _________,_________,________ Are the four major phases that describe a business from the time it is formed until the time it is closed.

A

Startup, Growth, Plateau, and Decline.

134
Q

_______ is a commonly prepared financial statement that shows a businesses FINANCIAL POSITION at a specific point in time. This statement lists a practices assets, liabilities, and owners equity.

A

Balance sheet.

135
Q

________ is a commonly prepared financial statement that shows a businesses PERFORMANCE over a period of time. This statement lists income and expenses during the covered period (also known as profit and loss statement, or P&L).

A

Income statement

*Intuitively easier to understand than the Balance sheet
*Shows the revenues, expenses and net income of a practice for a given period of time, usually a month or a year.
*Should be reviewed by owner and manager on a monthly basis
*This statement may be prepared on a cash or on an accrual basis

136
Q

Accrual basis financial statements are more accurate than _______ ones in matching revenue and expenses to the activity that caused these items to be incurred.

A

Cash basis.

137
Q

Of all the financial key performance indications (KPIs), _________ is the most important for overall practice success as well as sustaining the value of the business to a buyer. This represents the money remaining after all normal business expenses are paid.

A

Profitability.

138
Q

__________ Recognizes revenues are earned and expenses are incurred, which disregards when the actual cash transaction occurs.

A

Accrual Accounting

139
Q

_____________ recognizes revenues and expenses as cash received or disbursed, regardless of the earnings process or the matching concept.

A

Cash basis accounting

140
Q

__________ are agreements between shareholders or LLC members, or agreements in partnership documents that explain and provide for the methodology of allowing owners to exit, how the practice will be priced, and how payments will be made upon that exit.

A

Buy/Sell Agreement.

141
Q

Occurs when a supervisor conditions the granting of employment benefits upon the receipt of sexual favors from a subordinate, or when a supervisor punishes subordinate for refusing to submit to his or her request for sexual favors.

A

Quid Pro Quo Sexual Harassement

142
Q

What is the importance of following a complete employment selection process?

A

It will help you determine the quality of your new hires and can have an impact both on daily operations and your company’s long term success. Choosing the wrong employees can make your workforce less productive, reduce quality, lower customer satisfaction and cost the company more money

143
Q

When are pre employment back ground checks performed and what process is used when a background check reveals data with significant hiring concerns.

A

*Pre adverse action letter to inform candidate aerie action is possible (this gives them the option to clear up something that isn’t theirs on background check)

*Adverse action letter to inform candidate adverse action is imminent (Not hirable).

144
Q

What collection of materials and information would be most beneficial in a new employee orientation packet?

A

Job description, Hospital employee handbook, salary and benefits summary, practice policy and procedure manuals, Confidentiality agreement.

145
Q

OSHA (U.S.) regulations - How do they apply to staff training and safety

A

To assure safe and healthful working conditions; by providing for research, information, education, and training in the field of occupational safety and health.

146
Q

What resources are available for continuing education for the staff?

A

State and local lectures and conferences, online training sites and blogs, magazines and national confrences. Virtual team training.

147
Q

How does development and learning increase employee engagement?

A

Well done training can improve staff confidence and productivity, build employee loyalty, and provide a competitive advantage attracting and keeping good staff and doctors.

148
Q

What is open book management?

A

Open book management allows for a certain degree of transparency in the activities of the business, and it allows for involvement of team members. It can build trust!

149
Q

Describe the benefits of staff participation in creating and/or changing hospital policies.

A

Them team must have a shared sense of core values and guiding principles that offer direction when difficult decisions must be made. The staff needs a sense of purpose.