Telephone Etiquette
Angry/Aggressive Caller
Email Etiquette
Intake Workflow
Message Documentation
100

If we are not able to answer the phone by the first ring, what ring should we answer by?

Third

100

Display _________ and active listening skills.

Professionalism

100

If we are using all caps in an email message what tone would be interpreted?

Receiver is being shouted and/or yelled at.

100
When taking the patient back to the exam room we walk ahead of the patient.  True or False.

False

100

When completing a message for the medication refill who should this message be directed to?

Clinical team or Physician

200

Being Present is an example of a ____________ ___________ skill in telephone etiquette.

Active Listening

200

Speaking loudly and calmly is appropriate approach with angry callers.  True or False

False- Speaking in lower tones and calmly

200

How should you conclude your email message?

Thank you or Sincerely

200

Before taking the patient back to the exam room we should verify their?

Name and date of birth

200

A patient is calling regarding a medical bill what are examples of information we would take down in the message for the medical billing department?

Name, Date of birth, date of service, amount of bill, contact information for patient.

300

Being __________ and friendly sets a positive tone with the caller on the call.

Pleasant

300

Its okay to interrupt and ask questions while speaking with the angry caller to gather information.  True or False

False- Do not interrupt ask questions when patient has completed speaking

300

Why would we write out the word in an email versus using an abbreviation to save in typing?

We should not use abbreviations as the receiver may not know the meaning of them which leads to misinterpretation of the message.

300

What are examples of vitals we may take on a patient during intake?

Blood pressure, pulse ox, temperature, weight, and height

300

What are examples of information we would take down in a message regarding test results?

Name, date of birth, date of test, where test was completed at, type of test and contact information for the patient.

400

What should we have nearby to prepare for a call?

Pen and paper

400

Acknowledge the importance of the call and reassure your caller you are there to assist them is a proper approach in working with angry callers.  True or False

True

400

Begin your email with a _____________.

Greeting

400

The medical assistant may ask the patient questions related to their _________ _____________ which is why they are being seen by the provider.

Chief complaint

400

If we are taking a message down for a patient complaint during an episode of medical care who do you think that message would be directed to?

Physician or Administrator

500

If we need to make a call that will involve patient health information we can complete this call at the front desk area.  True or False

False- Secure confidential area

500

When the angry caller is yelling is it okay to disconnect the call?  Why or why not?

If they are getting more aggressive on the call we can request an administrator to step in to manage the call further.  Disconnecting them will only anger the patient further which we want to avoid.

500

To protect patient health information if used in an email we should add either in the beginning of the email or end of the email a?

Confidentiality statement

500

The medical assistant may ask the patient questions related to their _________, ______________, ____________ histories.

Medical, social and family

500

When taking a message what is the information we should include on our messages?

Name of the caller

Name of who the call should be directed to- Ex: Provider, Clinical Dept, Billing Dept, Administrator, etc.

Contact information for caller

Reason for call and action to be taken

Date and time of call and initials of person taking message

If the call is related to “STAT” test results we will gather patient information, caller information and transfer these calls to the doctor



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