Technical

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 defensive, take it personally, or become righteously justified.