Missed Preventive and Follow‑up Upsells Due to Poor History Capture

$1,000–$5,000 per month in unrealized revenue from missed preventive services, diagnostics, and rechecks. • $1,000–$5,000 per month per practice in missed vaccine series completions, parasite control plans, screening diagnostics, and scheduled rechecks across high-volume kennel and breeder accounts, plus erosion of perceived professionalism when records are inconsistent. • $1,000–$5,000 per month per practice in preventives and follow-up diagnostics that could be appropriately recommended (or billed correctly) if intake history was structured and visible, plus revenue lost from undercoding or avoiding services due to uncertainty about prior care.

Kennel attendants and techs manually chase information across paper vaccine cards, emailed PDFs, screenshots on phones, and ad hoc notes, then rely on memory or quick hallway conversations with vets to decide whether to suggest vaccines, parasite preventives, diet changes, or recheck exams. • Kennel program spreadsheets, paper binders of vaccine and parasite schedules, email chains with attached certificates, and front-desk staff manually entering only partial information into the PIMS while relying on memory to remind vets of due services. • Manual entry on paper forms or basic spreadsheets without structured templates, relying on verbal recall from pet owners.