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Using AI as an Intelligent Assistant for the Admin of Your Veterinary Practice

In our previous article, we explored how AI is enhancing reception and client communication . Now, we delve into the transformative potential of AI for veterinary practice admin teams.

As practices grow and evolve, the challenges faced by management teams multiply. Artificial intelligence can act as a powerful ally in streamlining operations, enhancing decision-making, and optimising resource allocation. And in this week’s article, that’s exactly what we’ll focus on. We’ll also be covering these topics in person at this year’s Modern Veterinary Practice Theatre at the London Vet Show.

AI-Powered Scheduling and Task Management

Efficient scheduling and task management are crucial for smooth operations. Use Motion and similar AI-driven tools offer a range of benefits that can significantly enhance a practice’s efficiency:

  • Automated Task Scheduling: These tools can analyse your practice’s workflow and automatically schedule tasks based on priority, deadline, and available resources. This ensures that critical tasks are never overlooked and that the workload is distributed evenly among staff members.
  • Intelligent Task Prioritisation: AI algorithms can assess the urgency and importance of tasks, helping managers and staff focus on what truly matters. This feature is particularly valuable during busy periods or emergencies, ensuring that high-priority cases receive immediate attention.
  • Email Analysis and Task Creation: One of the most impressive features of tools like Motion is their ability to analyse incoming emails and automatically create and schedule related tasks. For instance, if a supplier emails about an upcoming delivery, the AI can create a task for inventory management and schedule it appropriately.
  • Conflict Resolution: AI can identify potential scheduling conflicts and suggest alternatives, reducing the need for manual intervention and minimising disruptions to the practice’s workflow.

Enhanced Administrative Task Management

AI-powered tools like Microsoft Copilot Recall and Rewind AI act as a digital memory bank, recording and cataloguing your activities on your computer. In a veterinary practice setting, these capabilities translate to numerous practical applications:

  • Meeting Follow-ups: After team meetings or supplier discussions, you can easily recall specific details, action items, or decisions made, ensuring nothing falls through the cracks.
  • Training Reinforcement: For new protocols or procedures, managers can quickly reference past training sessions to ensure consistent implementation across the practice.
  • Compliance and Auditing: When faced with audits or compliance checks, having a searchable record of all activities can be invaluable, saving time and ensuring accuracy.
  • Client Interaction History: While respecting privacy regulations, these tools can help managers recall specific details about client interactions or special cases, enabling more personalised service.
  • Project Management: For long-term projects like facility upgrades or new service rollouts, managers can easily track progress, revisit past discussions, and maintain project momentum.

AI-Driven Meeting Documentation

Plaud is an AI-powered tool designed to help record and use information from in-person meetings. There are a lot of uses for tools like these beyond the obvious including:

  • Staff Meetings: Capture detailed minutes without the need for a dedicated note-taker, allowing all team members to fully engage in the discussion. The transcript can be easily shared with absent staff members or used for future reference.
  • Case Reviews: Document complex case discussions in detail, including different veterinarians’ perspectives and treatment suggestions. This can be incredibly valuable for ongoing cases or for educational purposes.
  • Training Sessions: Record and transcribe training sessions, creating a valuable resource for new staff members or for refreshing knowledge on specific procedures or protocols.
  • Strategic Planning: For long-term planning meetings, Plaud can capture the nuances of discussions about practice growth, new service offerings, or market trends, providing a rich resource for future decision-making.
  • Supplier Negotiations: Keep detailed records of discussions with suppliers, including agreed-upon terms or future action points, reducing misunderstandings and providing a clear reference for follow-ups.

AI in Workforce Management

Effective workforce management is a critical component of running a successful veterinary practice. With the introduction of AI-powered tools like Deputy, practice managers can now optimise staff scheduling, track employee performance, and manage labour costs with unprecedented efficiency and accuracy. Here’s how:

  • Demand Forecasting: By analysing past trends and upcoming appointments, AI can predict busy periods and suggest appropriate staffing levels fully leveraging part-time or relief veterinarians and nurses into the workforce.
  • Real-time Adjustments: When unexpected situations arise, such as staff illnesses or emergencies, AI can quickly suggest schedule adjustments, ensuring continuous coverage while minimising disruptions.
  • Labour Cost Management: By optimising schedules and tracking hours worked, AI helps manage labour costs effectively, ensuring the practice stays within budget while meeting staffing needs.

AI-Powered Business Intelligence and Decision Making

Let’s face it, computers are better at identifying trends from large data sets. That’s where AI business intelligence tools like Sisense and Looker come in. These AI-driven analytics platforms can help veterinary practices with:

  • Financial Performance Analysis: Track revenue streams, profit margins, and expenses across different services or departments. This can help identify which areas of the practice are most profitable and where costs could be reduced.
  • Inventory Management: Predict supply needs based on usage patterns, reducing both stockouts and overstocking. This is particularly crucial for managing expensive medications or specialised equipment.
  • Client Behaviour Analysis: Understand patterns in client visits, service utilisation, and purchasing behaviour. This can inform marketing strategies, service offerings, and client retention efforts.
  • Treatment Outcome Analysis: Analysing patient data over time can help practices gain insights into the effectiveness of different treatment protocols, potentially improving patient care and outcomes.
  • Equipment Utilisation: Track the usage and profitability of expensive equipment like imaging machines or surgical tools, informing decisions about future investments.
  • Demographic Insights: Understand the changing demographics of your client base, which can inform decisions about new services, specialisations, or even practice locations.

Conclusion

It’s crucial to remember that AI is a tool to enhance, not replace, the expertise and compassion that are at the heart of veterinary medicine. The most successful practices will be those that find the right balance between technological innovation and the human touch that pets and their owners rely on. We’re strong believers in maintaining the human touch at your practice while integrating technology.

Next week, we’ll be covering client-facing AI tools that your practice can use . Want to dig deeper into AI at your practice? Book your ticket to join us in person at the Modern Veterinary Practice Theatre during the London Vet Show.