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Sample Script For Phone Certification

The document is a sample script for a phone certification call at a medical clinic. It outlines the process for gathering patient information, scheduling an appointment, and confirming insurance details. Key steps include obtaining the patient's contact information, reason for the call, insurance provider and ID, preferred date/time and doctor for an appointment, and verifying the patient's information before concluding the call.
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100% found this document useful (2 votes)
2K views2 pages

Sample Script For Phone Certification

The document is a sample script for a phone certification call at a medical clinic. It outlines the process for gathering patient information, scheduling an appointment, and confirming insurance details. Key steps include obtaining the patient's contact information, reason for the call, insurance provider and ID, preferred date/time and doctor for an appointment, and verifying the patient's information before concluding the call.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Sample Script for Phone Certification:

Hi, thank you for calling MedVA Clinic. This is Joy. May I know who I am speaking to?

---

Hi ___, how can I help you today?

---

I'm sorry to hear that ___. No worries, I will do my best to help you out.

---

Before anything else, could I have your best callback number? Just in case the call gets disconnected, I can call you
back right away.

----

Thank you for that. By the way -

Are you a new patient or an stablished patient already here at MedVA clinic?

---

Okay, thank you for that. Thank you for choosing MedVa Clinic.

---

May I know if you'll be paying in cash or using insurance?

---

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.

---

Can you briefly describe the reason for your call or any specific concerns you'd like to address today?

---

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?

--

That sounds really bad.

Have you taken any medications lately?

Any symptoms you've experience?

---

Thank you for sharing what you're currently feeling right now.

---

Now, before we proceed, I'll need your consent to create a patient chart. Is that alright with you?

---

Wonderful! Let me gather some essential details to complete your chart.


---

May I have the correct spelling of your first and last name, please?

How about your biological gender?

And your mobile number, please?

Also, your active email address?

What will be your preferred method of communication, through text, email, or voice reminders?

And now, may I have your current complete address, please?

Will this be your mailing address too?

----

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?

---

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!

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