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Script text
Good [Morning or Afternoon], [Practice Name]! This is [Your Name].
Are we calling to schedule a new visit today, or are you a returning patient we're welcoming back?
[If new patient:]
Wonderful! We'd love to welcome you to the practice. I just need to ask you a couple of quick questions so I can find the best appointment for you.
What brings you in — is this for [Type of service — e.g. a routine check-up, a specific concern, a consultation]?
And do you have insurance with us, or will you be paying out of pocket today? [Confirm insurance details if applicable.]
Perfect. Let me find you a time that works...
[If returning patient:]
Great to hear from you again! Can I get your name and date of birth to pull up your file?
[Pull file.] Got it — welcome back, [Patient Name]. What can we help you with today?
