01
New patient call
Welcome the caller, learn the goal, answer the main question, and offer a next step.
- “I can help with that.”
- “What would you like to improve first?”
- “Let me show you the best next visit.”
- Confirm the time and follow-up
Staff script library
Give the team a clear next sentence.
Good scripts do not make people sound like robots. They help the team listen, answer, and guide the patient.
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Price question
Do not dodge the question. Explain what changes the cost and help the caller reach a useful next step.
- Acknowledge the question
- Give a clear range only when approved
- Explain what the visit will answer
- Offer the consultation
03
Missed-call follow-up
Reply fast and make it easy to continue.
- Name the office
- Acknowledge the missed call
- Offer call or text
- Keep health details out of text
Do not start from a blank page
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The planner turns these ideas into a plan for your goal and market.