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

      • If new patient to the office, you must verify which location there 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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