Call Trader /Rx Pharmacy Script
Hello, May I speak with (Customer name)? Hi (Customer name) this is (Name) from the Health Scout. We are trying to reach about a pharmacy service that you request to help you manage the sorting and delivery of your prescription medications. I just need to ask you quick questions before we can get this started for you. For quality and accuracy purposes, this call will be recorded.
Qualifying questions:
1.- Are you taking at least 6 medications? (Must be YES) If NO: 2- Do you have Medicare Insurance? (Must be YES) If No: IF MEDICARE or PRIVATE INSURANCE: Continue.. 3.- What is the name of your prescription insurance Company?
Pitch
You qualify for one of my favorite services through our partner, ExactCare Pharmacy. ExactCare is: *A pharmacy that makes it easier to take your medications by presorting them into packets marked with the date and time you should take them. *They deliver your medications directly to your door with free shipping. *One of their pharmacists will review your medications monthly to look for possible risks to you. *They will help with your prescription refills. I will connect you to one of our pharmacy advisors in a few minutes so you can take advantage of these services, okay? (Must be YES)
I just need to verify information I have, let me know if its not accurrate. *I have your name spelled as (Customer's first and last name), is that correct?. *And your address is (Lead's Address) is that correct?. * Your date of birth is (Customer date of birth), Is that correct?. *And the phone # I dialed you on, (Lead's phone), is that correct?.
Lead´s info verification
Prep for transfer
Ok, (Customer name), here is what will happen next. I will transfer you to the pharmacy advisor from ExactCare Pharmacy and they will need your insurance and medication list, do you have it handy?
Initiate Transfer:
We are on a transfer line. Thank you for your patience as we continue to wait for them. Once they pick up, I will introduce you to them. Stay on the line please.
Pharmacy advisor take the call
Hello, this is "Joana" From ExactCare Pharmacy, how can I help you?
Hand off
Hello, I have (Customer name) on the line who is interested in the pharmacy services. Their number is (Lead's phone). (Customer name) currently takes (# of prescription medications) prescription medications and has (Insurance Name) insurance. (Customer name), The ExactCare Pharmacy Advisor will take care of you now. Thank you both! I'll disconnect now.
Learning & Development
If No: I really appreciate your time today, but after review, this program is currently not available based on the information you provide. Have a great rest of your day! Thank you!
IF NOT HANDY: 1.- I can hold while you get it. (We can wait for the Customer between 1-2 minutes). 2.-Ask for the medicine bottles (All of them). 3.-"By any chance do you know all at the top of you memory/by memory". IF STILL NOT HANDY: 1.- Go to your courtesy close and schedule a callback.
**DO NOT transfer if lead has the following insurance company: * Humana *VA insurance. *TRI CARE Kaiser. **DO transfer if lead has the following insurance company: *United Healthcare. *Cigna. Blue Cross Blue Shield. *Aetna.
If No: I really appreciate your time today, but after review, this program is currently not available based on the information you provide. Have a great rest of your day! Thank you!
Inbound Call: Thank you for calling The Health Scout This is (Name ) speaking on a recorded line. Returning the call: Great! Were calling you about a pharmacy service that you requested to help you manage the sorting and delivery of your prescription medications. We just need to ask you questions before we can get this started for you.
Rx Pharmacy Script/ Call Trader
Patricia Tonantzin B
Created on August 23, 2023
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Transcript
Call Trader /Rx Pharmacy Script
Hello, May I speak with (Customer name)? Hi (Customer name) this is (Name) from the Health Scout. We are trying to reach about a pharmacy service that you request to help you manage the sorting and delivery of your prescription medications. I just need to ask you quick questions before we can get this started for you. For quality and accuracy purposes, this call will be recorded.
Qualifying questions:
1.- Are you taking at least 6 medications? (Must be YES) If NO: 2- Do you have Medicare Insurance? (Must be YES) If No: IF MEDICARE or PRIVATE INSURANCE: Continue.. 3.- What is the name of your prescription insurance Company?
Pitch
You qualify for one of my favorite services through our partner, ExactCare Pharmacy. ExactCare is: *A pharmacy that makes it easier to take your medications by presorting them into packets marked with the date and time you should take them. *They deliver your medications directly to your door with free shipping. *One of their pharmacists will review your medications monthly to look for possible risks to you. *They will help with your prescription refills. I will connect you to one of our pharmacy advisors in a few minutes so you can take advantage of these services, okay? (Must be YES)
I just need to verify information I have, let me know if its not accurrate. *I have your name spelled as (Customer's first and last name), is that correct?. *And your address is (Lead's Address) is that correct?. * Your date of birth is (Customer date of birth), Is that correct?. *And the phone # I dialed you on, (Lead's phone), is that correct?.
Lead´s info verification
Prep for transfer
Ok, (Customer name), here is what will happen next. I will transfer you to the pharmacy advisor from ExactCare Pharmacy and they will need your insurance and medication list, do you have it handy?
Initiate Transfer:
We are on a transfer line. Thank you for your patience as we continue to wait for them. Once they pick up, I will introduce you to them. Stay on the line please.
Pharmacy advisor take the call
Hello, this is "Joana" From ExactCare Pharmacy, how can I help you?
Hand off
Hello, I have (Customer name) on the line who is interested in the pharmacy services. Their number is (Lead's phone). (Customer name) currently takes (# of prescription medications) prescription medications and has (Insurance Name) insurance. (Customer name), The ExactCare Pharmacy Advisor will take care of you now. Thank you both! I'll disconnect now.
Learning & Development
If No: I really appreciate your time today, but after review, this program is currently not available based on the information you provide. Have a great rest of your day! Thank you!
IF NOT HANDY: 1.- I can hold while you get it. (We can wait for the Customer between 1-2 minutes). 2.-Ask for the medicine bottles (All of them). 3.-"By any chance do you know all at the top of you memory/by memory". IF STILL NOT HANDY: 1.- Go to your courtesy close and schedule a callback.
**DO NOT transfer if lead has the following insurance company: * Humana *VA insurance. *TRI CARE Kaiser. **DO transfer if lead has the following insurance company: *United Healthcare. *Cigna. Blue Cross Blue Shield. *Aetna.
If No: I really appreciate your time today, but after review, this program is currently not available based on the information you provide. Have a great rest of your day! Thank you!
Inbound Call: Thank you for calling The Health Scout This is (Name ) speaking on a recorded line. Returning the call: Great! Were calling you about a pharmacy service that you requested to help you manage the sorting and delivery of your prescription medications. We just need to ask you questions before we can get this started for you.