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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
  • 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.