Note: If a caller mentions needing emergency care, state the following:
"If you think you’re having a medical emergency, please hang up and dial 911, or your local emergency number now. We are unable to provide emergency care." Note in details section of intake form: Advised 911 per emergency script; caller acknowledged/declined.
"Thank you for calling Simply Health Integrated Medical, this is {name}, how can I help you?"
Fill out the intake form
Schedule the discovery call with the medical team
If unable to schedule the discovery call, choose that option in the "Call Result" dropdown and note in the 'Additional Details' the reason.
Submit the Intake Form
If they are an existing or previous patient:
Let them know we can either take down their information and have someone call them back, or they can call the number again and select the option for existing patient
If they want to leave their information for a call back, complete a message-only intake form.
Schedule the Free Discovery Call:
"We appreciate you taking the time to share this information with us. I have sent this information to our scheduling team, and they will reach back out within {see callback expectations} to schedule an appointment."
"Is there anything else I can do for you today?"
"Thank you again for calling Simply Health Integrated Medical, have a great day!"
Callback Expectations:
Monday - Thursday 10am - 6pm CST: As soon as possible
Afterhours, Weekends, Holidays: Next Business Day
"We appreciate you taking the time to share this information with us. I have sent this information to the team, and they will contact you at your scheduled appointment time."
"Is there anything else I can do for you today?"
"Thank you again for calling Simply Health Integrated Medical, have a great day!"