New Patient Campaign
February
Housekeeping/Reminders
DO NOT tell patients we are using an auto dialer system.
Phone System
New Patient Campaign Script Basics
Importance of intro/agenda statement
Importance of following script
Checking if patient received welcome call
Treating every patient the same regardless of copay amount
Presenting Funding: Structure
Align with patient: Build rapport/trust Get them to listen!
Post Questionnaire Call Wrap-Up: what to expect next
Transition Statement: Capture attention so we can introduce funding
Introduce funding as option: what is it? Paint a picture!
Explain Process Simply: using Positive Language
Funding Calls
Call 1
Call 2
Call 3
Call 4
Call 5
Call 6
New Patient Welcome Call Script(s)
New Patient- Received Welcome Call
New Patient- No Welcome Call
- Patients who did not receive a welcome call (no attempt was made OR LVM) should receive full welcome call script call.
- They do not know about DirectRx, we need to give them full information before scheduling medication.
- Patients who we have successfuly spoke with and completed a welcome call
- They should know a bit more about DirectRx, so we can use a modified welcome script call.
- If they show signs of confusion, take the time to talk about who we are again.
Feb Training
Training Team
Created on January 29, 2026
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Transcript
New Patient Campaign
February
Housekeeping/Reminders
DO NOT tell patients we are using an auto dialer system.
Phone System
New Patient Campaign Script Basics
Importance of intro/agenda statement
Importance of following script
Checking if patient received welcome call
Treating every patient the same regardless of copay amount
Presenting Funding: Structure
Align with patient: Build rapport/trust Get them to listen!
Post Questionnaire Call Wrap-Up: what to expect next
Transition Statement: Capture attention so we can introduce funding
Introduce funding as option: what is it? Paint a picture!
Explain Process Simply: using Positive Language
Funding Calls
Call 1
Call 2
Call 3
Call 4
Call 5
Call 6
New Patient Welcome Call Script(s)
New Patient- Received Welcome Call
New Patient- No Welcome Call