Goldberg Consulting

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Call, voicemail and follow-up email scripts

Every call about a new referral, in one set of words. A live call, three voicemails, and the email that goes out after each voicemail. Fill in the brackets once and your whole team sounds the same.

Copy all the scripts at once, then fill in the brackets.

Live call

Hello, this is [your name] from [clinic name]. I am calling about a referral we received for [patient first name] from [referring doctor].

Am I speaking with [parent or patient name]?

We would like to book a first appointment. The earliest we have is [day, date] at [time]. Does that work for you?

If not: I can also offer [second option]. If neither works, I will add you to our cancellation list and call you as soon as something opens.

Before we finish: the appointment is at [address]. Please bring [documents]. You will get an email with these details today. Our direct number is [phone] and our email is [email].

Voicemail 1

Hello, this is [your name] from [clinic name], calling for [parent or patient name] about a referral for [patient first name] from [referring doctor].

We would like to book a first appointment. Please call us back on [phone], or reply to the email we are sending you now at the address on file. You can also reach us through [website].

Thank you.

Email after voicemail 1

Subject: Booking an appointment for [patient first name]

Hello [parent or patient name],

We received a referral for [patient first name] from [referring doctor] and would like to book a first appointment.

The earliest we can offer is [day, date] at [time]. Reply to this email to accept it, or tell us which days suit you better.

You can also call us on [phone], [opening hours].

[Your name], [clinic name]

Voicemail 2

Hello, this is [your name] from [clinic name] again, calling for [parent or patient name] about [patient first name]'s referral.

We have sent you an email with an appointment time. Please reply to it or call us on [phone] so we can hold the slot for you.

Thank you.

Email after voicemail 2

Subject: Second try: appointment for [patient first name]

Hello [parent or patient name],

We tried to reach you by phone today about [patient first name]'s referral from [referring doctor].

We can still offer [day, date] at [time]. Reply to this email to accept, or call us on [phone].

[Your name], [clinic name]

Voicemail 3

Hello, this is [your name] from [clinic name], with a last call about [patient first name]'s referral from [referring doctor].

If we do not hear from you by [date], we will let [referring doctor] know we could not reach you, so they can follow up with you directly.

You can still call us on [phone] or reply to our email. Thank you.

Email after voicemail 3

Subject: Last try: appointment for [patient first name]

Hello [parent or patient name],

This is our third try to book [patient first name]'s first appointment. If we do not hear from you by [date], we will return the referral to [referring doctor], who can follow up with you.

To book, reply to this email or call us on [phone]. We would be glad to see you.

[Your name], [clinic name]

Where the scripts fit in the day. Read the playbook.

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