Reduced Enrollment Fee to June 23, 2024

This interactive course is designed to help veterinarians and technicians improve their medical record keeping skills. Practice managers should also be aware of the need for quality records and the appropriate practice protocols including periodic auditing. A large component of the course is devoted to decreasing medical record violations, defining appropriate owner consent and ownership/retention of medical records.

VetMedTeam is discounting the course fee, normally $139.00, to $119.00 until June 23, 2024.


RACE Approved Interactive For Veterinarians and Veterinary Technicians/Nurses and VHMA Approved

Course meets the requirements for 10 RACE hours of continuing education credit for veterinary technicians and veterinarians in jurisdictions which recognize AAVSB's RACE approval. However, participants should be aware that some boards have limitations on the number of hours accepted in certain categories and/or restrictions on certain methods of delivery.

This course is applicable for 10 CE credits toward the continuing education requirement for the Certified Veterinary Practice Manager program offered by the Veterinary Hospital Managers Association (VHMA).

RACE Subject Category: Medical; Delivery Method: Interactive Distance; Program Number 742657.

This course has been approved by a number of state medical boards to meet their requirements. VetMedTeam cannot, however, verify the states or current acceptance. Participants meeting state requirements should first check with their veterinary state board.

This course requires employment at a practice to complete one or more assignments.


Course Focus - Learning Objectives - Completion Requirements

Veterinary Medicine: Medical Records the Roadmap to Quality Care is designed to help veterinarians and technicians improve their medical record keeping skills. Practice managers should also be aware of the need for quality records and the appropriate practice protocols.

A large component of the course is devoted to decreasing medical record violations, defining appropriate owner consent and ownership/retention of medical records.

Upon completion of the course, the student will be able to:

  • recognize basic elements of complete medical records
  • describe why proper record keeping is important for a veterinary practice
  • list commonly used medical record abbreviations
  • explain the function and benefit of a SOAP format
  • recognize compliance issues, and the role of the medical record in improving it
  • design and implement a medical records audit system
  • list the advantages of electronic medical records
  • design and implement a successful program to purge and dispose of medical records
  • identify common medical record violations that occur in veterinary practices
  • perform correct and appropriate medical record entries
  • develop appropriate owner consent forms that are tailored to individual cases

Completion requirements:

The audit section of this course requires access to about 10 random patient charts. Submission of the actual records or submitting private information is not required. Instead an audit form is used to submit findings.

Instructor Graded Interactive Critical Thinking and Scenario Based Assignments: Designed to help the participant apply the newly learned skills and knowledge via implementation focused and patient based scenarios

Comprehension Quizzes: Must be submitted with a score of 80% or better, multiple attempts

Course Survey

A certificate of completion is provided.


How Does the Enrollment Process Work?

This course is designed to be as schedule friendly as possible as we understand it can be hard to fit interactive CE into an already busy life. Open enrollment allows students to enroll in this course at any time.

Once the course payment transaction has been submitted, we will receive a notification of enrollment. In addition, the student will be sent a couple of "heads up" emails. The payment receipt will be sent to the email address designated in the payment page of the shopping cart, by the person who paid.

There is a post-payment manual process we must complete in order to add the new student to the course.

Completing enrollments as quickly as possible is a priority but it can take a full 24 hours, especially on weekends and holidays. Once fully enrolled. the student will be sent a course welcome email containing important information, including how to access and log into the course.


Activity Requirements

Students are not expected to be online in the course at any specific times as there are no real time lectures.

In order to remain active in the course, a student must post assignments on a regular basis. Module or final exams, reading or viewing training materials, or just logging into the course, does not meet this requirement. Assignments are course activites that require submission to the instructor for review, grading (pass/fail) and feedback. As long as the participant continues to make regular progress, course access time is not set to a specific deadline.

If 30 days elapses without submitted assignment activity, the student will be removed from the course and graded out as incomplete, as the lack of activity will indicate the student wishes to drop the course.

But What If Something Comes Up?:

There are times that students will have situations that interfere with their ability to work the course on a regular basis. In that case an email to VetMedTeam, as soon as such a situation arises, will allow us to work with the student to adjust the time frame. It all comes down to communication.


Technology Requirements

Reading content within the course is provided via PDF therefore the ability to download files and open PDFs is required.

It is recommended that participants utilize a program such as MS Word to create, and save, their assignment submission to their computer. Then the information can be pasted into the assignment submission area.


Participant Feedback

When asked what aspects of the course liked best some responses were:

...critical thinking exercises really revealed how poor the medical records have been historically for this practice

...Reminded me of the SOAP procedure in more detail, provided me with a method of auditing myself and my clinic, very interesting and of great clinical and practical use, easy to take the information and apply it right away.

...What a DIFFERENCE it has made in our practice in a very short time. I will tell you that I came to this course with a chip on my shoulder and am so PLEASED that I took this course. I believe that we as a practice will see invaluable positive results because of this information. The course was designed very well and made me THINK instead of just kicking back correct information to a question. And then when I looked at our current sample of records and evaluated them for the first time, I was aghast. These notes will be referred to again and again. Thank you VERY MUCH TO THE ENTIRE TEAM for this course! It was so worth the money and I would recommend that anyone who handles patient records take this course for themselves.

...I thought this was a great course! You really had to interact and put some thought in to it. I feel that I typically have good medical records but this has given me the structure to move to the next step with them to ensure everything is included. I also am excited to implement an audit system to help hold everyone accountable for their actions or lack of actions.

...Emphasis on completeness of records and need to document everything was good for me. As a solo practitioner in a busy practice I tended to write down just enough for me to know what was going on, that would leave me vulnerable to complaints.

...Well organized and clear. Assignments were appropriate and relevant.

...It was very beneficial to pull actual records from my practice and perform an internal audit. It became very clear what areas of our medical record keeping need attention.

...The cooperative help of the vetmedteam members was needed because of my lack of computer skills-very important

...The internal auditing. you don't realize how much you miss until you go back and look!

...The positive and sweet feedback of the teacher!


Course Instructor

Erin Macdonald, CVT, BAS, CVPM, CVBLErin Macdonald, CVT, BAS, CVPM, CVBL

Erin Macdonald was the Hospital Administrator and managed a busy five doctor practice in St. Petersburg, FL for twenty one years. in 2020, she built, opened, and grew a brand new practice in downtown St. Petersburg, Florida. She recently left both practices to pursue veterinary consulting. She has worked in the veterinary field since 1999, her first position as a receptionist.

In 2006, she received an Associate in Arts Degree in General Studies and an Associate's in Science Degree in Veterinary Technology from St. Petersburg College. That year, she became a Certified Veterinary Technician. After receiving a Certificate in Hospital Management and a Bachelor's Degree in Veterinary Technology Management, she achieved the designation of Certified Veterinary Practice Manager in 2009. In 2022, she completed and passed the exam to become a Certified Veterinary Business Leader. She is level two and Elite Fear Free Certified.

Erin is a member of both the Florida Veterinary Technician Association and the National Association of Veterinary Technicians in America. Erin lives in Palm Harbor, Florida with her fiance and their three sons, Kingston, Isaac, and Jordan. They also share their home with their dog, Gemma and cat, Roxanne.



Price: $119.00 USD

VetMedTeam is discounting the course fee, normally $139.00, to $119.00 until June 23, 2024.

Practices may enroll individual team members. To learn how to assign a specific team member to a course, please visit the Assigning Students page.

Please use this link to view the Withdrawal Policy for this course.