Veterinary Staff Onboarding & SOP Templates
Free, downloadable templates to get new hires productive faster and keep your team on the same page. Built for real veterinary practices.
Every template below is free to download, customize, and use. Enter your email to unlock all downloads — we will also notify you when we add new templates.
Front Desk & Reception
Everything a new receptionist needs to handle phones, scheduling, and client interactions from day one.
Front Desk Onboarding Checklist
Week-by-week training plan covering phones, PIMS, scheduling, and client communication.
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Phone Script Templates
Scripts for appointment scheduling, triage, medication inquiries, and difficult conversations.
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Client Communication SOPs
Standard procedures for callbacks, email responses, appointment reminders, and complaint handling.
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Clinical & Technician
Training checklists and SOPs for veterinary technicians and clinical support staff.
Vet Tech Onboarding Checklist
Skills-based training plan covering clinical procedures, equipment, and patient handling.
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Controlled Substance Handling SOP
Step-by-step procedures for receiving, storing, dispensing, and logging controlled substances.
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Practice Management
Operational templates for practice managers — from staff scheduling to financial reporting.
Practice Manager Quick-Start Guide
First 90 days as a new practice manager — priorities, metrics to track, and common pitfalls.
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Staff Schedule Template
Editable weekly schedule template with shift coverage tracking and PTO management.
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New Hire Paperwork Bundle
Employment agreement, emergency contacts, confidentiality agreement, and policy acknowledgments.
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Safety & Compliance
Templates for maintaining safety standards, OSHA compliance, and incident documentation.
Safety Training Checklist
Covers radiation safety, anesthesia protocols, bite/scratch prevention, and hazardous waste handling.
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Incident Report Template
Standardized form for documenting workplace injuries, near misses, and patient incidents.
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Your Best Front Desk Training Tool? An AI That Never Forgets Protocol.
PupPilot follows your exact phone protocols — every time, on every call. No training period, no variation between shifts, no forgetting steps during a rush. Your human team focuses on in-clinic care while AI handles the phones consistently.