Referring Provider Outreach Call Script
Use this when: Your clinic wants to build relationships with providers who may refer patients.
Opening "Hi, this is [your name] from [clinic]. I help coordinate referrals. Could I speak with the person who handles referrals for your office?" Introduce the clinic "We provide [services] in [area], and our current wait time for a new patient is [your real wait time]." Questions - "When you refer for this kind of care, what's most frustrating about the process?" - "What information do you need back after a patient is seen?" - "What's the best way to send referrals: fax, portal or something else?" Offer "Could I send you our one-page referral guide, so your staff have it?" Close "Thank you. Who should I follow up with if anything changes?"
Before you use this: Never discuss identifiable patients on this call. Follow your college's rules on advertising and referrals.
Fill in the items in square brackets and adapt this to your business. It's a starting point, not legal or professional advice. You can also check the AI & Privacy Checker.
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