UNIDENTIFIED (NEW) PATIENT CALL SHEET
Hello! Thank you for calling the office of Dr. Callen, ________ speaking. How may I help you?
1. Patient concern: ___________________________________________________________________________
2. May I have your name please?________________________________________________________________
3. When was your last appointment with the doctor?_______________________________________________
4. Are you having any discomfort? ______________________________________________________________
5. Well, (Patient Name) we would love to welcome you to our practice as a new patient! Would you prefer
Mornings or Afternoons for your appointment? AM PM
MAKE APPOINTMENT! Get address and phone number and enter into computer along with insurance/work info.
6. Do you have a preference on which doctor you see? _____________________________________________
7. How did you find out about our office?
Patient Referral: Referred by: ____________________________________________________________
Phone Book
Saw Sign
Direct Mail
Google
Facebook
Town Money Saver
Other: ______________________________________________________________________________
8. If reluctant to schedule, offer :
Free Cosmetic Consult
Free Denture Consult
Free Second Opinion
Free Implant Consult
Free Look/See Appointment
9. If don’t schedule, get address and phone number. Tell them you will send them information about the office
Patient Address: _________________________________________________________________________
Patient Phone Number:___________________________________________________________________
10. Review financial information forward of to meeting appointment,you!” date Show and enthusiasm!
time. Thank them for calling. “We will be looking
11. While I have you on the phone, is there anyone else I need to schedule for an appointment?
________________________________________________________________________________________
12. Send New Patient information packet.
NOTES: _____________________________________________________________________________________
___________________________________________________________________________________________
put to rest any fears or concerns, so we will offer free second
opinions, or look see appointment. If all else fails we try to
Ask For One More Thing
When you go to McDonalds, they will always ask for one
more thing in your order. If you ask for a burger, they will
ask if you want fries with that burger. If you order a burger
and fries, they will ask if you want to make it a meal with a
drink. They always ask. We ask if there is anyone else in the
family who needs an appointment. Now is the time to get
-
ule my husband while I have you on the phone,” you have
All new patients are sent a new patient packet with brochures
on the practice, insurance brochures, HIPAA release
forms, patient forms, and a welcome letter. If there is not
time, they are given the packet when they arrive, or they
can download them from our web site.
This is a huge part of the puzzle in running a successful
practice. Without proper phone skills to deal with patients,
you might as well not spend a dime on marketing to get
them to call. The call can literally make or break you.
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