New Patient Visit
1 min
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 Paperwork 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 sit tight 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)