What information should the front desk collect on every new patient phone call?
Get the caller’s contact details and enough about their situation to follow up, and get it on the very first call. This sounds basic, and that’s exactly why practices skip it and bleed money. If you don’t capture who they are at the start, every downstream process is dead on arrival. You can’t follow up on a name you don’t have. The trick is using a system so you collect what you need while you still stay focused on the person, not fumbling for a form. Put it in your database, a CRM, even a simple sheet, but capture it. I’ve seen offices advertise for over a decade with nothing to show, no list, no way to reach a single past caller. Imagine being able to mail all of them once a year saying we’re still here, come see us. That list is gold, and it starts on call one.
If the answers you are finding here resonate with you, my team and I work with a small group of clients each year. The next step is a complimentary Discovery Consultation and Practice Review with Dr. McAnally.