Can I have a script for making an appointment with a doctor? Idk what kinds of things I need to tell them on the phone when I make the appointment so it would be very helpful!!
Sure! I don’t know what kind of appointment you’re making, so I can’t tell you exactly what you will need. But I would suggest having your insurance info ready (carrier, insurance number ect) as well as your social security #.
You: Hi! Is this Dr. **Smith’s** office?
Them: Yes it is, how can I help you?
You: I was looking to schedule an appointment with Dr. **Smith** to discuss **service you need**.
Them: Alright, are you a new patient?
You: Yes I am.
Them: Alright, can I have your name a date of birth?
You: **Luke Skywalker** and my DOB is **April 13, 1995**
Them: And who is your insurance provider?
You: **MedicalMutual**
Them Great! That's all we need. Now it looks like Dr. **Smith’s** next appointment is in two weeks. Would Thursday at three work for you?
You: Yes it will, Thank you! Is there anything else you need or anything I should bring to the appointment?
Them: No, that's it. Have a nice day!
You: You too!
It's always good to ask if you need to bring anything else, they sometimes need your social security number or other insurance information. The secretary will prompt you for pretty much everything, so don’t worry about it too much. If they ask you for info you don’t have on hand just say “I’m sorry, could you give me a moment to find that for you?” and find what they need. They’ll be patient. Good luck!











