TRAINING BINDER 2025
PHONE SCRIPT
Scheduling Appointment
1 min
"it's a great day at health first, this is " say it with a smile on your face speak clearly and in a professional manner patient "hi, ! i would like to schedule an appointment" "i'd be more than happy to take care of that for you; may i ask will this be your first time seeing dr mays?' patient "yes, it will be" "great! do you prefer mornings or afternoons" this is how you always schedule appointments, never ask when do they want to come in> you lead the scheduling patient "i prefer an afternoon appointment" "we have a np opening for this afternoon do you prefer 3 30 pm or 4 30 pm?" patient "4 30 works great!" "i have reserved your appointment for 4 30 pm let me collect some information so dr mays knows that he will be meeting with you today may i have your first and last name ? date of birth ? your zip code ? and the best contact number to reach you? also ask how did you hear about our office ? we always document how a patient was referred to our office always "ms jones for ur patient's convenience, you have the ability to fill out our health history intake online and you also have the option to fill out in the office which do you prefer?" patient online "great! if you can provide me tith an email, i can send the link to your patient portal where you will be able to provide dr mays with all of your information and save it directly to our system so there is no need to print it" confirm information, appointment date and time and make sure the patient knows how to find our office

