This is simply a Pass/Fail category. The requirements are as follows:

  • If a new patient, you must verify which location their appt is at.
  • Collected necessary information
  • HIPPA regulations
  • Use of required elements, Patient name, leaving call back number
  • You must never take responsibility for that which is an insurance company’s responsibility, just empathize or immediate failure!

Angry Patient- 4 steps to pass

  • Listen and take notes: don’t speak
  • Validate,
  • Take ownership (not necessarily responsibility). Promise you will get back to him in X number of days. “Can I look into this?”
  • What not to do: Become defensivetake it personally, or become righteously justified.
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