THE NEW PATIENT VISIT

look at the calendar and see what patient is at the slot and greet them by their first/last name "good afternoon, ms jones?" introduce yourself and ask them to sign in "i'm , nice to meet you please sign in" present the new patient intake information to them (we will discuss how to explain to them) collect insurance cards and photo id "ms jones, can you please provide me with your insurance card and photo id, so we can copy it you are more than welcome to sit down and i will bring them back to you " (give cards to insurance person) once completed, make sure the patient filled out the intake properly and signed all pages then sign the witness section on the hippa form give the patient a tour of the office tour instructions take the patient's vitals (height, weight, pulse, blood pressure) let the doctor know he has a new patient "ok, ms jones, please have a seat and relax while dr mays reviews your intake he will be with you shortly" dr mays will give you a day he would like to see the patient back "ms jones, dr mays would like to see you back this week to discuss his exam findings do you prefer mornings or afternoons?" (we will learn how to schedule)