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Welcome!
First, About You!
Workbook Instructions
Workbook
Equine Industry Insights: Understanding the Cost of Care
It started with a midnight call.
Financial Fluency Matters
Basic Finance for Veterinary Teams
Glossary of Key Financial Terms
From Basics to Strategy: Foundational Concepts
Expense Categories
Practice Operations & Metrics
Growth & Investment Terms
100 Pennies Game: Understanding Where Every Cent Goes
How Do Your Pennies Stack Up?
Every Penny Counts: Expenses in Equine Practice
From Friction to Framework – A real world example
Financial Policy Language
Policy in Practice: Who Got it Right?
Estimates Empower Transparency
Turning Policy & Estimates Into Connection: Every Team Member Plays a Role
The Role of Marketing in Financial Success
Communication Essentials
The Heart Behind the Medicine
Why Empathy Matters
How to Show Empathy in Financial Conversations
In-practice Techniques and Scripts
Real-World Scenarios That Teach Empathy
Tailoring Communication for Different Client Types
The Cost-Conscious Owner
The Information Seeker
The Deal Diva
The Compassionate Caregiver
Adjust Your Approach
Leave Your Bias Video – “Humans are made to judge…”
Financial Care Never Stops: From First Call to Follow Up
Team Roles in Financial Communication
What is “Access to Care”?
Supporting Access to Care
Covered Confidence: Equine Insurance
Supporting Access to Care: Financial Solutions and Assistance Tools for Clients
Turning Neigh Into Yay
Why Offer CareCredit Financing Solutions When Equine Vet Clients Have Credit Cards?
Payment Options Create Healthy Financial Relationships
Equine Veterinary Practice Insights Brought to you by CareCredit
Wrap-Up
Supplemental Resources
Lameness Brochure
What Makes a Horse Owner's Pulse Race?
Five Myths About the CareCredit Credit Card
The Answer to A/R Can be Easy
Important RACE Instructions and Required Form
