December’14 Call of The Month Evaluation
Please listen to the call, and then read our Evaluation.
Call Analysis and Recommendations
Three main determinants in a successfully scheduled appointment from a first-time caller are 1). How early and often did the Team Member use the Caller’s name 2). How early and often did the Team Member show the Caller he/she cared about them and 3). To what extent did the Team Member demonstrate efficiency and competency in addressing the Caller’s need(s)?
In this instance, the caller actually had a prior relationship with the practice, and was also highly motivated by a desire to help get his wife out of pain. This certainly helped ‘grease the skids’ in ensuring the desired outcome, namely, a solid patient appointment.
The Team Member exhibits a caring tone throughout the call.
When it comes to insurance, the Team Member’s presentation, while somewhat disjointed and a bit choppy, did not derail the call.
Areas for improvement include avoiding negatively charged words, phrases, and inflection such as:
Doctor is NOT in the plan.
It IS a PPO right?
IF it’s a PPO
On the plus side, the Team Member used some good phrases too such as:
Sometimes the benefits are the same as if doctor is in the network
I especially liked how, once the Caller said “okay,” the Team Member moved on to getting the appointment scheduled.