Label the steps 1–10, with 1 being the first step and 10 being the last step when a patient calls for a physician or provider.
___ Take a detailed message, including time, date, and what the patient needs.
___ Contact patient with provider response.
___ Let patient know when they will get a call back.
___ Pull file and put with message.
___ Follow provider directions for patients request.
___ File chart, electronic or paper.
___ Answer telephone by third ring.
___ Document complete message in patient file with date and signature.
___ Ask patient what he or she needs.
___ Speak with provider about the message.
3 Take a detailed message, including time, date, and what the patient needs.
8 Contact patient with provider response.
4 Let patient know when they will get a call back.
5 Pull file and put with message.
7 Follow provider directions for patients request.
10 File chart, electronic or paper.
1 Answer telephone by third ring.
9 Document complete message in patient file with date and signature.
2 Ask patient what he or she needs.
6 Speak with provider about the message.
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