New patient walk through procedures

Page 9

9 S

The C.A. should clear her mind of irritations and distractions.

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Look into the “smile” mirror.

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Get into a happy, caring mood.

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Smile.

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Answer the telephone giving the impression she is delighted to hear from the caller.

Greeting: 

Identify your office, then yourself, then say, “May I help you?” S

The “May I help you” is said in an uplifting voice.

Names. S

Never say, “Who’s calling?” 

Focus your attention on the caller. –

Say, “May I say who’s calling?”

Visualize the patient as if he/she was standing there in front of you.

If needed, clarify the pronunciation of the patient’s name. –

Say: “We are having a problem with our telephones today, would you please repeat your name (what you said)?

Spell their name phonetically.

Repeat the caller’s name three times during the course of your conversation. 

Qualification. S

Never say, “Are you a new patient?” 

Always call them by their last name.

Say, “When was your last visit to our office?”

Give the patient a choice of two appointments. –

Today or tomorrow.

Morning or afternoon.

Early or late.


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