Shawna Castillo, Director of Care Plans at Otto, joins us to tackle a critical question from a practice manager struggling with client credit limitations. Despite offering CareCredit, Scratchpay, and VetBilling, many clients still face challenges. The burning question: How do we design wellness plans in a way that is not going to make my team or my doctors lose their ever-loving minds? Practice Management super nerd, Stephanie Goss and Shawna Castillo offer their perspectives on this subject. This week's episode of the Uncharted Veterinary Podcast is brought to you by Otto. Shawna Castillo, with her 20 years of experience in the veterinary and animal health space, brings a wealth of knowledge to this topic. As a leader in people, processes, and technology, Shawna excels in influential team leadership, process improvement, client retention strategies, and customer success enablement. At Otto, she oversees the Care Memberships program, helping veterinary hospitals boost their economy, client retention, team efficiencies, and patient outcomes. Shawna's passion for understanding human and animal motivators and her love for using technology to strengthen the bond between pets, their owners, and veterinarians, makes her the perfect guest for this mailbag. Stephanie and Shawna discuss the need for care plans, enabling pet parents, especially younger generations, to afford preventative care through manageable monthly payments. They discuss key factors to consider when designing care plans and strategies to overcome common barriers from associate DVMs, team members, and clients. Shawna's insights offer invaluable guidance for veterinary practice managers and leaders looking to implement effective wellness plans without overwhelming their teams. Let's get into this episode... ADDITIONAL RESOURCES Otto Care + Uncharted Deal: https://otto.vet/uncharted/ Referenced Article: https://www.avma.org/news/turn-data-when-decisions-get-tough UVP 233 - Vet vs. Wellness Plans: https://unchartedvet.com/vet-vs-wellness-plans/ UPCOMING EVENTS ⚓ Dive into the Uncharted Medical Director Summit! Discover a realm designed for medical directors aspiring to elevate their roles. Join us for a one-day virtual summit packed with engaging sessions and workshops led by industry experts. Enhance your leadership impact, overcome challenges in team management, and boost clinical excellence and practice efficiency. Don’t miss this opportunity to transform your practice. Reserve your spot today at https://unchartedvet.com/uncharted-medical-director-summit-2024/ ⚓ Boost Your Conflict Management Skills at NAVC HiVE with Uncharted! Heads up, Minneapolis! Uncharted is hosting an essential conflict management workshop at the NAVC HiVE this June. Our Conflict Management Essentials training is perfect for veterinary professionals eager to create a peaceful work environment. This one-day, interactive training is available on two different dates for your convenience. Explore the roots of conflict, develop emotional intelligence, and learn effective communication strategies. Seize this opportunity to strengthen your team and enhance your practice's conflict resolution skills. Register now and join us at NAVC HiVE: https://unchartedvet.com/navc-hive-conflict-management-training