Call support guides
Call intake for orthopedic therapy clinics
Give orthopedic therapy clinics a focused phone intake pattern for referrals, evaluations, insurance questions, and appointment requests.
Start with the caller's purpose
Identify the request around referral versus existing-patient purpose. The opening should be calm and specific, so the person handling the next step understands why the call matters.
Capture the decision details
Record referral source, body area as stated, location, and availability. Use approved fields and the caller's own words where precision matters. Avoid collecting unrelated personal information.
Protect the handoff
keep clinical judgment with the licensed team. Give only an approved expectation and record the owner of the next action. A transfer without context creates another call and another chance for confusion.
Review the next step
Review repeat calls, incomplete records, and wrong transfers for this topic. Adjust the opening question or directory when the same gap repeats.