Field Reference · Medical Directors

Clinical Cadence

The four pillars of the clinical operation: standards, quality, compliance, people. Inventoried, calibrated, and running on cadence by Day 90.

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After Day 90.

The four pillars (Standards, Quality, Compliance, People) do not stay calibrated. They drift the moment the cadence stops. The medical directors who hold the role longest treat the clinical cadence as recurring infrastructure, not a one-time stand-up.

Clinical Cadence stands up the operation. Culture Hold defines the role above it: staffing, escalation, decision latency, team friction. Run them in parallel.

Read the full 90-day plan

All 48 actions as plain text, grouped by phase and by pillar. The interactive plan above saves your progress on this device.

Phase 1 · Inventory (Days 1–30)

The first 30 days are for taking a clean inventory of the clinical operation. What SOPs exist. Which audits run. Who reports to whom on cases. What the controlled drug log looks like. What CE (or CPD) is current. Inventory, not intervention.

Safety first. If this inventory turns up a patient at risk, a controlled drug discrepancy, or anything with a regulator or reporting clock running, act on it now and log it. Inventory, not intervention applies to everything else.

Watch for: Interventions in the first 30 days teach the team that standards land by surprise. Inventory in the first 30 days gives you the data to set the standards structurally in Phase 2.

By the end of the phase: A written inventory of SOPs, audit cadences, controlled drug posture, CE status, and the veterinarian team. This is what you calibrate against in Phase 2.

Standards

  1. Inventory every written SOP. Pull every SOP currently in writing. List what exists. Tag each: Current / Out-of-date / Never updated. The count itself is the first signal.
  2. List the SOPs you run without writing. Identify the SOPs the hospital operates by but doesn't have in writing. Anesthesia protocols, controlled drug handling, transfusion, CPR, triage, isolation. Note which are missing.
  3. Map the doctor schedule against case volume. Map the current doctor schedule against case volume by hour and day of week. Where is the schedule architected against the volume, and where is the volume absorbing the gap?
  4. Find who absorbs solo high-acuity shifts. Note which veterinarians are absorbing solo-coverage shifts on high-acuity windows. The absorption is the data. It is where the schedule architecture is failing quietly.

Quality

  1. Read 10 to 15 recent charts cold. Pull the last 30 days of complete cases. Read 10 to 15 charts cold. Note what reads as care versus what reads as habit. Record, do not correct yet. If a chart shows a patient who is at risk right now, tell the treating clinician today.
  2. Categorize incidents from the last 90 days. Pull every clinical incident reported in the last 90 days. Categorize: avoidable / unavoidable / unknown. The unknowns are the gap in your reporting system, not the floor.
  3. Categorize client complaints from the last 90 days. Pull every client complaint from the last 90 days. Categorize: clinical / service / front-desk / billing. Note which clinicians or workflows surface repeatedly.
  4. Check whether M&M actually runs. Identify whether the hospital has an active morbidity and mortality (M&M) cadence or only ad-hoc post-mortems. Note who runs it, who attends, what gets discussed, what gets avoided.

Compliance

  1. Reconcile 60 days of controlled drug logs. Pull the controlled drug logs from the last 60 days. Reconcile against pulls and disposals. Report any unresolved discrepancy to the hospital's compliance owner and to your regulator within its required window. Confirm that window now, not in Phase 2. Discrepancies you inherit become yours the day you sign in.
  2. Map who can access controlled drugs. Map controlled drug access: who has it, how authorization is granted, where keys and access are documented, who can pull without a co-sign.
  3. Check every veterinarian's CE status. Pull every veterinarian's CE record (CPD in some countries), yours included. Note status against the licensing requirement and the renewal date. Flag anyone at risk of lapsing.
  4. Check how the CE budget is used. Identify the hospital's CE budget per veterinarian and how it is allocated. Note whether it is used in full or quietly forfeited. A forfeit pattern is a culture signal.

People

  1. List who you lead and when you last met. List every associate veterinarian, plus your nurse manager and lead technicians. Note the current 1-on-1 cadence (or absence). Note when each was last formally checked in with by a medical director.
  2. Sort associates: self-managed or on inertia. Identify which associate veterinarians are managing themselves to the standard and which are running on inertia. The inertia ones are where 1-on-1s start in Phase 2.
  3. Map how new hires are onboarded. Map the current new-hire veterinarian onboarding. Note what's structured (checklist, mentor pairing, sign-off points) versus what's improvised on the day.
  4. Compare the last two hires to established vets. Identify the last two veterinarians hired. Pull their first-30-day case mix, incident counts, and complaint counts. Compare against established veterinarians. Onboarding gaps show here.
Phase 2 · Calibrate (Days 31–60)

The second 30 days are for setting the clinical standards on top of the inventory. Defined SOPs, defined audit cadences, defined 1-on-1s, defined compliance posture. Specific. In writing. Communicated in meetings, not by email.

Watch for: Calibration is structural standard-setting, not unilateral overhaul. Replace one broken process at a time. The team has to feel orientation, not whiplash, or the standards land as decree and unwind the moment you turn your back.

By the end of the phase: Standards in writing for SOPs, chart audits, M&M, incidents, complaints, controlled drugs, CE, and 1-on-1s. First 1-on-1 round complete. M&M and audit cadences live.

Standards

  1. Write or revise the top three SOPs. Draft or revise the top three SOPs identified as missing or out-of-date. Prioritize the ones tied to patient safety or regulatory exposure, not the ones easiest to write.
  2. Give every SOP an owner and review date. Define the SOP review cycle in writing: every SOP gets a named owner and a review date. Annual minimum. Put it on a calendar that is not yours.
  3. Set the anesthesia and pain management standard. Set the anesthesia and pain management standard in writing: monitoring requirements, who is trained to do what, and how a deviation is recorded. Brief the team in a meeting.
  4. Fix one structurally wrong shift pattern. Identify one shift pattern that is structurally wrong (solo coverage on high acuity, double-booked vs. half-empty). Address the structural cause, not the surface symptom.

Quality

  1. Set the chart audit cadence. Set the chart audit cadence in writing: how many charts per week, by whom, scored against which criteria. Communicate it as a standard, not a punishment.
  2. Stand up or revive M&M. Stand up (or revive) the M&M cadence. Define: monthly, who runs it, attendance expectation, case selection criteria, outcome documentation.
  3. Define the incident reporting standard. Define the clinical incident reporting standard. What gets reported, by whom, within what window, what happens next. Communicate it in a meeting, not by email.
  4. Define the complaint review standard. Define the client complaint review standard. Every complaint reaches the MD within 48 hours of submission, with a recorded outcome and follow-up owner.

Compliance

  1. Close every controlled drug discrepancy. Close every controlled drug discrepancy logged in Phase 1: reconcile it, or document how it was reported and resolved. Anything still open goes to ownership in writing now.
  2. Set the controlled drug audit cadence. Set the controlled drug audit cadence: weekly spot-check, monthly full reconciliation. Name the owner. The MD does not personally run weekly audits in steady state.
  3. Build the CE tracking system. Build the CE tracking system if it does not exist. Every veterinarian has a folder, a renewal date, and an hours-completed count visible to leadership at any time.
  4. Calendar your own CE plan. Define your own CE plan for the year and calendar the time. The team watches whether you actually take it. Your forfeit teaches theirs.

People

  1. Set up recurring 1-on-1s. Establish a 1-on-1 cadence with every associate veterinarian and with your nurse manager or lead technician: monthly minimum, 30 minutes, recurring on the calendar. Set them up now, not "soon."
  2. Write the new-hire onboarding standard. Define the new-hire veterinarian onboarding standard in writing: structured checklist, named mentor, defined sign-off points, first-90-day review with the MD.
  3. Hold the first round of 1-on-1s. Hold the first 1-on-1 round with everyone you lead. Do not bring an agenda. Listen. Note what each person names as a problem before you name yours.
  4. Hold one calibration conversation. For one veterinarian running on inertia, hold the calibration conversation. Specific behavior, structural ask, 30-day window, recorded outcome.
Phase 3 · Operate (Days 61–90)

The third 30 days are for verifying that the clinical cadence runs without you personally producing it. SOPs reviewed by their owners. Audits surfaced on schedule. 1-on-1s held. Controlled drug reconciliation closed in real time.

Watch for: If the audit only happens when you run it, the cadence is not built. If the SOP only gets followed when you walk by, the standard is not landed. Catching the work is not operating it.

By the end of the phase: A clinical operating cadence (SOP review, chart audits, M&M, incident and complaint review, controlled drug audits, CE tracking, 1-on-1s, and new-hire onboarding) that runs on its own architecture, not your personal calendar.

Standards

  1. Check whether the new SOPs are followed. Audit SOP usage on the floor. Are the new or revised SOPs being followed, or are they sitting in the drive unread? The latter means the rollout was not structural.
  2. Verify the SOP review cycle runs itself. Verify the SOP review cycle is running on its own: owners reviewing, dates being met. If you are chasing reviews, the cadence is not built yet.
  3. Drill one high-risk protocol on the floor. Drill one high-risk protocol (anesthesia monitoring, CPR and crash cart readiness, or transfusion) with the team on the floor. Fix what the drill exposes and update the SOP.
  4. Verify the corrected shift pattern holds. Verify the corrected shift pattern from Phase 2 is holding. If volume is breaking it, the standard was not right. Redefine it; do not just exhort.

Quality

  1. Audit what chart review changes. Audit chart review output. Are charts being read, scored, and surfaced? Is anything changing as a result, or is review producing paperwork without intervention?
  2. Verify M&M runs without you. Verify M&M is running monthly without you personally driving it. If it falls off the calendar the minute you don't push, the cadence is not built.
  3. Compare incident reporting to your baseline. Audit incident reporting volume against Phase 1 baseline. If it dropped, either incidents dropped (verify) or reporting did (the standard is not landing).
  4. Verify every complaint was handled in 48 hours. Verify every client complaint from the last 30 days reached your desk within 48 hours and has a recorded outcome. Gaps here are the standard slipping.

Compliance

  1. Audit controlled drug reconciliation. Audit controlled drug reconciliation. Are spot-checks happening weekly, full audits monthly? Are discrepancies being resolved in real time, not at the next monthly?
  2. Verify CE tracking is current. Verify the CE tracking system is current for every veterinarian. If your own hours are behind, the team is reading that signal. Close yours first.
  3. Talk to anyone at risk of lapsing CE. Hold the structural conversation with any veterinarian at risk of lapsing CE before renewal. Calendar before crisis. Document the conversation, not just the warning.
  4. Confirm controlled drug registrations are current. Confirm controlled drug registrations and authorizations are current and on file: DEA registration, authorized prescriber list, and registered handler paperwork in the US, or your regulator's equivalent elsewhere. The regulator does not wait for the next audit.

People

  1. Complete the second round of 1-on-1s. Complete the second round of 1-on-1s with everyone you lead. Verify what surfaced in Round 1 is being addressed (or has been explicitly deferred with a date).
  2. Audit onboarding for recent hires. Audit new-hire onboarding for any veterinarian hired in the last 90 days. Are checkpoints being hit on time? If not, the failure is mentor, content, or schedule. Diagnose which.
  3. Verify the calibration conversation held. For the veterinarian calibrating from Phase 2, verify the change held. If not, escalate to the formal process. The team is watching whether the conversation had structural weight.
  4. Identify who is running their own standards. Identify which associate veterinarians are now running their own standards: chart hygiene, communication, follow-up. Note them. These are the ones you grow the role through.

Frequently asked questions

What is Clinical Cadence?

Clinical Cadence is a free 90-day plan for veterinary medical directors to stand up the clinical operation. It has 48 sequenced actions across four pillars (Standards, Quality, Compliance, People) in three phases: Inventory, Calibrate, and Operate. The goal is a clinical operation that runs on cadence by Day 90, without the medical director personally producing it.

Who is Clinical Cadence for?

Veterinary medical directors in the first 12 months of the role, mainly in emergency, urgent care, multi-site, and high-volume general practice. It also works for lead clinicians, hospital directors, and any veterinary leader taking structural responsibility for a clinical team for the first time.

Is it free, and do I need an account?

It is free, with no account and no email required. Your progress, notes, and starred actions are saved on your own device.

How do I add Clinical Cadence to my phone's home screen?

On iPhone, open the page in Safari, tap the Share button, then choose Add to Home Screen. On Android, open it in Chrome and tap Install app, or use the menu and choose Add to Home screen. After the first visit it also opens offline.

How does it relate to Culture Hold?

Clinical Cadence covers the clinical side of the role: SOPs, chart audits, M&M, incident and complaint review, controlled drug reconciliation, CE tracking, 1-on-1s, and onboarding. Culture Hold covers the structural side: staffing, escalation, decision latency, and team friction. Run them in parallel.

Looking for the other half of the role? Open Culture Hold.