Clinical Scheduling Calls
Phone intake for orthotics and prosthetics appointments
Capture referral, device, scheduling, and accessibility needs while keeping clinical and coverage decisions with qualified staff.
Find out what the appointment is for
Ask whether the caller is seeking a new evaluation, adjustment, repair, follow-up, or supply. Capture the patient name using the clinic's identity procedure, a callback number, referral status, and any deadline already provided by a clinician.
Keep the device description in the caller's words
Record the body area, device type if known, and the practical problem the caller reports. Do not diagnose fit, skin, pain, gait, or device failure. Clinical concerns go to a practitioner or the clinic's approved urgent-review path.
Check the visit requirements
Use the current scheduling instructions for referral documents, prior records, arrival time, interpreter needs, mobility access, and caregiver attendance. A requested time is not booked until the scheduling system accepts it.
Leave coverage decisions to the right team
The assistant may record insurer and referral details when the clinic requires them. It should not promise eligibility, authorization, reimbursement, or a particular device. End by reading back the confirmed appointment status and missing items.