New Patient Telephone Contact Sheet

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    Anonymous
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    Here area few vital items that should be included in that Initial New Patient Telephone Contact:

    â– Name
    â– Referral Source
    â– Practice Descriptive Statement
    â– Reason For Appointment
    â– Home Address
    ■All Contact #’s for verification
    â– Credit Card Number to Reserve Appointment Non Refundable if no show
    â– Packet if Time
    â– Web site Address to Fill Out Forms On Line
    â– Info Must be at Office 48 Hrs in advance
    â– Initial Feeling Regarding Client
    â– Appointment Date & Time

    This is valuable information to gather prior to scheduling a New Patient in your office. It will help you start to develop a relationship with them and help them see that you are different from the rest.

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