
4.7.2025 - Welcome Call/Intake
Authored by Gresya Tejada
Other
Professional Development
Used 3+ times

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20 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: A patient says, "I don't want your services. Stop calling me! How do you even get my phone number?"
Argue with the customer about their need for the services
Apologize for the inconvenience and ask if they'd like to have their number removed from the list
Hang up immediately
Keep calling until they agree to listen
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: A patient says, "I cannot take your call right now."
"I understand, let me know when I can call you back. Here is my phone number [your number] You can reach out to me whenever works best for you. Have a great day!"
"Why not? I need to speak with you now!"
"That's too bad. I'll keep calling until I get through."
"Okay, I’ll leave a voicemail and hope you listen to it."
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: A patient asks, "Are these services necessary?"
"I think it’s obvious that they are necessary. You should just trust us."
"You don’t really have a choice, they’re mandatory."
"That's a great question! Our services can be really helpful, especially when it comes to monitoring your condition and reporting changes to your physician."
"I’m not sure. It’s up to you to decide."
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: A patient says, "Can we hold off visits for now? I am still undecided about those services."
"No problem, I’ll just continue calling until you decide."
"It’s fine, you’ll have to make a decision soon."
"Okay, I’ll just wait and call you back at random."
"Of course, we can hold off any visits until you’re ready. I can send you more details about our services if that would help. Feel free to reach out whenever you’re ready."
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: The patient expresses urgent concerns or medical need that require immediate attention, such as recent health changes.
"I’ll note your concerns and follow up with you whenever I get the chance."
"I understand your concern. I'll make sure our nurse contacts you as soon as possible to discuss your condition and evaluate you further."
"That sounds serious, but I’m not qualified to help."
"You should call your doctor yourself."
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: The call drops or there are issues with the quality of the call (e.g., poor signal or difficulty hearing).
Ignore the issue and continue speaking
End the call abruptly and don’t follow up
Blame the customer for the poor signal
Politely apologize for the issue, and suggest calling back or trying an alternative method of communication such as text message
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Scenario: The patient says, "I already have a provider for those services. Why should I switch to yours?"
"We understand that, but our services are better, and you should consider switching."
"Well, we think ours is the best, but it's up to you."
"I respect that you already have a provider. If you’d like, our nurse or clinical managers can tell you more about what makes our services unique and how they may benefit you."
"You’ll regret not switching if you don’t try us."
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