Answering the Phone and Taking Down New Patient Information

  • When answering the phone for any call, use the following greeting.  "Good (morning/afternoon/evening)!  Behavioral Medicine, PC, This is (insert name).  How can i help you?"

  • When taking down new patient information:

    • Get a "New Patient Pre-Screening" Packet​

    • Explain to the caller what to expect on this call.  Explain that you will take down information (personal, insurance, reason for being seen). Then explain you will verify insurance information and call him/her back with insurance information and appointment time offer.

    • Ask for each piece of information on the first page of the packet and write their answers in the appropriate space.