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New Patient Telephone Contact Sheet

July 15th, 2006 · No Comments



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


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