Follow the steps to complete your checklist effectively.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editing tool.
2. Begin by entering the information for the 'Practice Name' field. This is where you input the name of the veterinary practice you are assessing.
3. Next, provide your name in the 'Mystery Shopper Name' field for identification.
4. Fill in the 'Patient Name' section with the name of the pet involved in the visit.
5. Indicate the 'Appointment Date/Time' to document when the visit took place.
6. List the 'Services Requested' during your visit to give context to your evaluation.
7. In the 'Fees' section, attach a detailed invoice or provide a list of charges incurred.
8. Assess the receptionist's service by circling either 'Friendly' or 'Unfriendly' based on your experience upon arrival.
9. Provide the name of the receptionist in the relevant section.
10. Use 'Additional Comments' sections throughout the form to give qualitative feedback on your experience.
11. Evaluate the facility’s appearance by circling your observations for 'Parking Lot,' 'Sign,' 'Windows,' 'Doors,' and 'Inside.' Choose between 'Clean' or 'Dirty' for each.
12. Rate the inside odor by circling either 'Nice' or 'Unpleasant.'
13. Continue filling in sections related to the receptionist's service during departure, including comments on invoice accuracy and follow-up communication.
14. Assess your overall visit experience by answering questions regarding positive and negative events, as well as recommendations.
15. Finally, rate your overall experience on a scale from 1 to 10, while adding any last comments.
16. Once you have filled out all appropriate sections, save changes to your form, or choose to download, print, or share as needed.

Get started on your Mystery Shopper Checklist today to help improve veterinary care!