Sample Script For Phone Certification
Sample Script For Phone Certification
Hi, thank you for calling MedVA Clinic. This is Joy. May I know who I am speaking to?
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I'm sorry to hear that ___. No worries, I will do my best to help you out.
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Before anything else, could I have your best callback number? Just in case the call gets disconnected, I can call you
back right away.
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Are you a new patient or an stablished patient already here at MedVA clinic?
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Okay, thank you for that. Thank you for choosing MedVa Clinic.
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Could you share the name of your insurance provider, and the plans name and type, please? This helps us ensure we
schedule your appointment with an in-network provider, if possible.
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Can you briefly describe the reason for your call or any specific concerns you'd like to address today?
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As we speak, if you had to rate the pain score, with 0 being no pain and 10 being the worst pain, what would you like
to score the pain?
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Thank you for sharing what you're currently feeling right now.
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Now, before we proceed, I'll need your consent to create a patient chart. Is that alright with you?
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May I have the correct spelling of your first and last name, please?
What will be your preferred method of communication, through text, email, or voice reminders?
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Perfect. Since I have all your personal information, let's work on scheduling your appointment. What date and time
would be convenient for you? And also, do you already have a preferred doctor here or not?
Thank you for sharing that information. Based on your preferences, I've scheduled your appointment for [date and
time] with [provider]. Does that work for you?
A while ago, you mentioned that you have insurance through Aetna - that is HMO - Aetna assured plus. Is this your
primary and only insurance? Are you the subscriber to this plan? Perfect - Could I have now the Insurance ID, Group
ID, Effective date - termination date. Do you know your copay amount for a specialist visit?
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Excellent! I've created your patient chart with the information provided. You're all set for your upcoming appointment.
Is there anything else you'd like to discuss?
Before we conclude, let's make sure all your information is correct. We have your appointment scheduled for [date and
time] with Dr. _____.
You'll be receiving an email shortly. Please fill out the patient intake form so that we can confirm your appointment.
You could bring one companion with you, and please wear a mask for health purposes.
Is there anything else you'd like to add or clarify? Great! We look forward to assisting you during your appointment
____. If you have any further questions or need additional assistance, feel free to reach out, okay?
Once again, thank you for calling MedVa Clinic. This is Joy__. Have a great day. Take care, Aaliyah!