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QA Auditor

catch good work, coach the rest

QA isn’t just for finding mistakes. Review each visit against your own standards and give credit where it’s earned: thumbs-ups and gold stars land on the person who did the work, right beside any coaching. Each note on something to fix says what it should have been, so audits teach. Everyone sees their own wins privately, and managers get a fair, consistent picture of how each person is growing.

AuditorsDVMsTechs & CSRsPractice managers

sound familiar?

the mistakes-only spreadsheet

A column for every mistake and nowhere to write what went well. Too often QA means petty comments, snarky emails and favorites, with no objective scale, so it feels like getting caught and nobody learns what “good” looks like here.

Before

With QA Auditor

Bean

Sick visit · 9/29

ER Visit Audit · second check by Maggie · released to My QA

  1. Gold starSam: kind, clear callback notes10:01 AM
  2. Thumbs upTessa: weight recorded at every check-in10:02 AM
  3. CoachingDischarge review → Tessa, with how to do it10:03 AM
  4. Billing$42 under-billed: ear cytology not charged10:04 AM
TN

Thanks for the shoutout on weights! I’ll walk every owner through the discharge sheet too.

how it works

one case, start to finish

  1. Mon

    Step 1

    Cases come in

    Upload yesterday’s Digitail appointment report. Each visit lands in the queue as a draft, with the vet already seated.

  2. 9:58 AM

    Step 2

    Look for what went right

    Work through your questions and give a thumbs up or a gold star as you go. Credit lands on whoever held that role.

  3. 10:04 AM

    Step 3

    Coach what to fix

    Anything to fix gets a note on what it should have been, often with the SOP linked, and missed charges add up in dollars.

  4. 2:15 PM

    Step 4

    Shared with care

    A second auditor checks it, then each person sees their own wins and coaching in My QA, privately.

try it

audit a visit

Read Bean’s chart on the left and audit it with the form, the way an auditor does. Give a thumbs up for good work, coach anything to fix, catch the missed charge, then submit, finalize as the second checker and see each person’s My QA.

Your clinic’s recordopened from Digitail. houndkit links to it; your records stay in your PIMS.

Digitail · Sunny Paws Veterinary
Bean · Hugo Park · 09/29/2026
OverviewMedical recordInvoicesFiles
Show the record

Sunny Paws Vet · Medical record

Patient: Bean · Calico DSH · 6y FS

Client: Hugo Park

Visit: 09/29/2026 · Sick visit

Team: Dr. Sam Whitmore · Tessa Nguyen (tech) · Cody Brooks (front desk)

Subjective

Head shaking and scratching at the left ear for 4 days. Eating and drinking normally. No vomiting or diarrhea.

Objective

Weight: 4.2 kg (9.3 lb), BCS 5/9

Vitals: T 101.8°F · HR 180 · RR 28

Left ear: canal red and swollen, brown waxy debris

Right ear: within normal limits

Ear cytology (left): many yeast, few cocci

Assessment

Otitis externa, left ear, yeast and bacterial.

Plan

Left ear cleaned in clinic

Otic medication, left ear once daily for 10 days. First dose given here.

Recheck in 2 weeks, sooner if worse

Discharge instructions printed and placed with the carrier

Invoice

Exam, sick visit$78.00

Ear cleaning$32.00

Otic medication, 15 mL$46.50

Total$156.50

Communication

Estimate signed by owner, 10:41 AM

Callback 09/30 (Dr. Whitmore): “Hi Hugo, checking on Bean’s ear. Glad she’s shaking her head less! Keep going with the drops and call us if anything changes.”

houndkit QA Auditorwhere you audit it

#DEMO0125Bean · Hugo ParkTo auditno errors yet2 to answer
Medical Records

SOAP notes complete within 24 hours

Weight recorded at check-in

Vitals recorded (T, HR, RR)

Client Communication

Discharge instructions reviewed with owner

Estimate signed before treatment

Callback notes

Charge Capture

All services and diagnostics on invoice

Billing errors

Case

Bean · Hugo Park

09/29/2026 · Sick visit

Cat · $156.50 · visit 41m · exam 20m

ER Visit Audit

Team

DVMSam Whitmore
TechTessa Nguyen
CSRCody Brooks

Thumbs up the good work and thumbs down what to coach. Each lands on whoever held that role; tap the name to change it.

A live demo with a made-up visit and team. Nothing is saved, and a refresh starts it over.

who it helps

feedback that builds people up

Auditors

Celebrate what’s working and coach what isn’t, quickly: the queue hands you the next case and keyboard shortcuts keep you moving.

DVMs

See your own wins and gold stars alongside anything to tighten up, privately, and how it trends over time.

Techs & CSRs

Get credit for the good work nobody usually sees, plus clear coaching that says what it should have been.

Practice managers

A fair, consistent view for check-ins and reviews: wins, coaching trends by person and question, and missed charges in dollars.

your standards, structured

build the audit you already do in your head

Admins set up QA in Clinic Settings. Changes save as you go, with an undo if you change your mind.

Your questions

Sections and questions built from your standards, or start from the houndkit library.

Audit types

A refill audit skips the sections that only apply to a full exam.

Roles & guests

DVM, Tech and CSR seats, plus guests who don’t have a houndkit login.

Who sees results

Shared with each person, held for release, or private to auditors.

Works with the rest of houndkit

Built to stay fair

Everyone’s graded on the same written standards, a second auditor checks each audit before release, and feedback goes privately to each person, never in an email chain.

My QA

Each person’s wins, gold stars, clean streaks and to-dos, private to them.

SOPs

Link the SOP behind a question, so coaching teaches the right way.

Management dashboard

QA sits beside training progress for check-ins and growth conversations.

good questions

Can I name the person after the audit is finalized?

Yes. If you used Not sure for a seat, you can assign it any time, even after finalizing. Their feedback, to-dos and errors move to them.

Why doesn't a team member have a My QA tab?

The tab only shows once they have a released audit or an open to-do. It never shows if your clinic's Who sees the results setting (Clinic Settings → QA → Workflow) is Private — auditors only. If your clinic holds results for release, nothing shows until the batch is released.

Do edits to questions change old audits?

No. A finished audit keeps every question and option it marked, even ones you've since archived. Retired options show as retired on the case.

Can I audit faster with the keyboard?

On a computer: tap Shift on its own or j to move to the next question, k to go back. Space steps through a question's answers, x marks an Error check, y / n answer a Yes / No, 1 to 4 pick a result pill, and a marks a whole Error list. c opens the note on a marked error. Enter or d finishes the section, and [ / ] jump sections. Use Submit & next or Finalize & next to go straight to the next ready case.

Want the details? Read the QA Auditor guides.

try QA Auditor with your team

We’re testing with a small group of clinics. Tell us about yours and we’ll be in touch.