New Patient – Do You Take My Insurance (GET New Patient Relationship Form)

Team Member: This is (name) from Lakeside Dental & Wellness. May I have your name please?

Caller: (Name)

Team Member: Hi (Name), how can I help you?

Caller: Do you take my insurance?

Team Member: Thanks for the question. With which insurance company are your dental benefits?

Caller: (XYZ Company).

Team Member: We have a lot of patients that have benefits with XYZ Company. In fact, we are an unrestricted provider which means we can work with all types of dental benefits. We don’t happen to be contracted with that company. Would you like to know why our patients with XYZ benefits choose our practice?

Caller: Yes!

Team Member: What our patients with XYZ benefits tell us is that they prefer to come to Dr. ____ because of the quality of care and service and that even when they tried other options, they have not been able to find what they find here anywhere else. In addition, we help all of our patients file their benefits so they can get the maximum reimbursement that is available to them. Why don’t we go ahead and schedule your initial visit with Dr. ____. I am sure you will see exactly that our patients are talking about.

Would ____ or _____ (day) be better for you?

Caller: ____ (Day)

Team Member: Morning or afternoon?

Caller: Afternoon

Team Member: How about (Date) at (Time)?

Caller: That’s sounds good.

Follow the rest of the New Patient Relationship Form

Team Member: How did you hear about us?

Caller: I heard about you guy from one of my friends, Jill.

Team Member: Oh yes, we love Jill! In case, we are disconnected, is this the best number to get back to you?

Caller: Yes, this number I am calling you from.

Team Member: How long has it been since you have been to the dentist?

Caller: It has been over 5 years.

Team Member: What motivated you to call us today?

Caller: I need to finally get my teeth fixed.

Team Member: Are you having any immediate problems/concerns?

Caller: No, I’m not having any pain.

Team Member: What is the most important thing to you about your first visit (PI)?

Caller: I want to be comfortable. I have a history of dental anxiety.

Team Member: Absolutely, we will make sure you are comfortable here. What other concerns do you have that you want to make sure we address (PC)?

Caller: None.

Team Member: Let me share with you how we got started with Jill, how we get started with all our new patients, and how we will get started with you. You’ll come in for a routine exam with the doctor who will give you an update on your current dental health and then the two of you will map out the next step. Does that make sense?

Caller: Yes.

Team Member: What day of the week do you have the most control over your schedule?

Caller: Mondays.

Team Member: Do you prefer morning or afternoon appointments?

Caller: Afternoon.

Team Member: How about DAY at TIME?

Caller: Yes, that works!

Team Member: May I send your new patient forms to you? What is your preferred contact method? Mail/ E-mail/ or Text?

Caller: Email please, my email is EMAIL.

** Make sure to get the patient’s email if they have one, and mention that we will be sending the New Patient paperwork to them via email/text prior to their appointment if they want to save time and fill it out. OTHERWISE- Ask patient to arrive 10-15 mins early for their appointment to fill out health history

Team Member: Have you ever had to take antibiotics prior to a dental visit?

Caller: No

Team Member: Do you have any dental insurance savings you would like to take advantage of?

Critical Information to obtain in initial New Patient phone call:

1. Insurance Company (if any)
2. Employer
3. Subscriber
4. ID# on Card/ SSN:
5. DOB of Pt:
6. DOB of Subscriber

Team Member: Okay, (Name), we have you reserved for an appointment on (Date) at (Time). Will you be here?

Caller: Yes.

Team Member: Do you know where our office is located?

Caller: No.

Team Member: We are located to 2814 Ohio St, Augusta, KS 67010.

Team Member: Who else should we go ahead and schedule while it is convenient and we are on the phone?

Team Member: Thanks again for calling and we look forward to seeing you on (Date) at (Time).

Caller: See you then! Bye!