What are the medical office phone etiquette and techniques?

Email, WhatsApp, Instant Messaging, Facebook, Twitter, Instagram, Snapchat - there are so many ways to communicate with customers and clients nowadays! However, despite all the new ways we have to speak with our Customers, Patients and clients, many of them still prefer to hear a friendly and competent voice over the phone.

In a Healthcare environment, we should be extra mindful of how we are communicating to Patients/Clients.

Here's why good telephone etiquette should still be an important feature of your business or Healthcare Practice...

What are the medical office phone etiquette and techniques?

1. Representing the Practice:

When you’re speaking to patients or clients on the phone you are the first representation that they have. Being polite and clear will go a long way!

2. Handling difficult calls

Online communication is great, but most of the time Patients and/or clients will prefer to speak to someone friendly and helpful – particularly if they are experiencing problems.

3. Customer Service

The baseline of providing excellent customer service is to communicate well with your patient/clients and this is especially important when speaking to them on the phone.

4. Efficiency

Answering the phone quickly and dealing with enquiries swiftly will give your Practice a good reputation and help customers to feel valued.

5. Smile :)

When you smile whether you are talking on the phone or face to face, your voice sounds different. Consider how smiling might enhance the callers' experience when listening to your voice. (where appropriate of course)

Upcoming workshop on Advanced Telephone Skills and Reception Etiquette. Details below and link to tickets is at the end.

Full day interactive workshop taking place in Galway on November 27th.

This workshop is designed for:

  • Medical Secretary/Receptionists 
  • Anyone who has an interest in working in the Healthcare Sector 

☎️Advanced Telephone Skills☎️

  • -The important things when answering the phone
  • -The 4 P’s of telephoning
  • -The Patient/Client – The Caller
  • -Managing Difficult Conversations
  • -Receiving a telephone call
  • -Making a telephone call
  • -Chinese whispers
  • -Taking accurate messages
  • -Passing on a verbal message or call

😊Reception Etiquette📞

  • -First Impressions
  • -YOU! The receptionist
  • -What is the most important role of the Medical Receptionist
  • -Confidentiality
  • -A positive approach
  • -Multi-tasking & Prioritising
  • -The story of 4 people
  • -Procedures and Protocols
  • -Daily checklist
  • -Sparkle

Click on the link below for further details & tickets

https://www.bestpractice.ie/…/telephone-skills-reception-e…/

The first interactions that your practice has with patients usually occurs over the phone. These interactions are critical in setting the tone and outward appearance of your practice. Ensuring that an organization’s front facing staff abide by proper phone etiquette can make a large difference in how an organization is perceived. This document will review tips and best practice guidelines for handling phone calls in your organization.

  1. Maintain Confidentiality: This tip pertains especially to healthcare providers who have a strict duty in ensuring patient information is kept secure. To make sure that patient information is not being improperly disclosed, the first step of any call is to ascertain the identity of the caller and, by checking your records, their ability to hear a patient’s information.
  2. Answer a call promptly: Whenever possible, answering immediately can help put your client in a better mood and so ease the following conversation. This step also helps with the perception that your office is ‘on the ball’ with a responsive capable staff.
  3. Introduce Yourself: Making a short introduction reminds your client or patient that they are speaking to another person on the other end of the line. It also will provide context on the role of whoever is answering the phone; some patients might call expecting to hear medical advice from their doctor when really an administrative professional is on line.
  4. Listen and Take Notes on the Call: Actively listening to your patients will help them feel that the organization is understanding what they want. While taking notes provides a document that you and your practice can refer back to after the phone call.
  5. Use Plain and Proper Language: Avoid overly complex jargon, or improper language.
  6. Be Honest if you can’t provide an Answer: Sometimes you’re asked for information that you cannot provide whether because you don’t know it or due to confidentiality. In both cases, it’s important to be honest with the client on why you are not able at the moment to answer their question and how they might get an answer.
  7. Be Mindful of Speed and Volume: Keeping a normal speaking speed and volume is critical to ensuring your information is conveyed properly.
  8. Ask before Putting a Client on Hold: Making sure that your clients are aware and willing to be put on hold is important to keeping them happy throughout the phone call. Whenever possible, keep the hold short or check in throughout the hold so that they know you haven’t abandoned them.
  9. Never interrupt a client: Letting your client speak helps them feel in control of a call.
  10. End the call smoothly: The end of the call is your client’s final impression of your organization. Ending it politely by relaying the conversation and going over main takeaways will help your client in the long run. Don’t forget to thank them for their call!

Telephone calls are a vital means of communication for a medical office. For this reason, many physicians have their phones answered 24 hours a day, seven days a week, by using a phone answering service outside of office hours. Efficient and effective phone call procedures will serve the needs of the patients and staff in a professional manner.

Handling Incoming Calls

What are the medical office phone etiquette and techniques?

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Know what information is needed from patients. When answering the phone, focus your attention on the caller. Speak clearly and slowly. Record notes as you converse. Have the caller state his name. Address the caller by name during the conversation. Many calls will be patients needing to make appointments, but some will require medical advice from a nurse or doctor. If a callback is needed, record the person’s name and phone number. Ask him to spell his name. If his records will be accessed in order to respond to his request, ask for identifying information such as date of birth. This insures that the correct records will be consulted as the patient name and birth date must both match. Make clear, brief notes as to the nature of the call. Note the time, date and your initials. Give the patient an indication as to when he can expect a return call. Smile as you speak. Smiling effects how you sound. Before completing the call, ask if you have addressed all of the caller’s questions.

Handling Requests for Prescription Refills

What are the medical office phone etiquette and techniques?

When a patient requests a prescription refill, you will need the following information: patient name and phone number, name of medication, length of time patient has been taking it, symptoms, pharmacy name and pharmacy phone number. Inform the patient if you will be calling back to confirm that the refill has been ordered.

Handling Patient Requests to Speak With Doctor

What are the medical office phone etiquette and techniques?

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Your doctor will determine what constitutes an emergency requiring his immediate presence on the phone. Generally, doctors do not answer phone calls except from other physicians and members of their family. All other calls except emergency calls are returned at their convenience during the course of the day or at the end of the day. Assure the patient that the doctor will call back, and provide an approximate time of the day if that is possible.

Other Office Phone Essentials

What are the medical office phone etiquette and techniques?

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Do not drink, eat or chew gum while answering the phone. Answer the phone by the third ring. Do not use slang or unprofessional words and phrases. Always ask before putting a caller on hold. Check back with the caller within 30 seconds. If necessary, ask if you can call the patient back in a few minutes. Avoid putting several calls on hold at once. Always remember you are in a professional setting.

A large pediatric practice routinely answered the phone by stating its business name and saying,“Please hold,” before the caller could utter a word. This unprofessional manner was provoking. It ceased when one of the doctors in the practice phoned in and received the same treatment as the patients’ parents. He immediately revised their phone answering protocol.