High-Conversion Patient Intake Call Script 

📞 Step 1: Warm Introduction (0:00 - 1:30)

✅ Tone: Friendly, confident, and empathetic.

"Thank you for calling [Practice Name], this is [Your Name]. How can I help you today?"

(Patient states their concern or asks about services.)

"I’m so glad you reached out. Before we go any further, I’d love to get a better understanding of what’s going on so we can make sure you get the best possible care. Can I ask you a few quick questions?"

(Wait for confirmation, then proceed.)

Step 2: Uncover Their Pain & Goals (1:30 - 6:00)

✅ Goal: Understand their problem and what they want to achieve.

"Tell me a little bit about what’s been going on. When did you first start noticing this issue?"
(Let them talk—don’t interrupt.)

"How is this affecting your daily life? Work? Family? Energy levels?"
(Let them elaborate. Acknowledge their response.)

"What have you tried so far to fix it?"
(Listen for frustrations, failed attempts, or previous treatments that didn’t work.)

"What’s your biggest concern if this doesn’t improve?"
(Let them express fear or urgency—this creates emotional buy-in.)

"If you could wake up tomorrow and this problem was completely gone, what would that mean for you?"
(Let them visualize the outcome—this builds desire.)

🏥 Step 3: Presenting the Solution (6:00 - 8:00)

✅ Goal: Make them feel confident your practice is the right choice.

"I really appreciate you sharing all of that with me. Based on what you’ve told me, it sounds like [clinic/service] would be a great fit because we specialize in helping people with [their specific problem]."

"Here’s what we do differently—rather than just treating symptoms, we focus on getting to the root cause so that you’re not just feeling better for a few weeks, but for the long run."

"When we work with patients like you, we focus on [brief overview of your unique approach—e.g., customized treatment plans, whole-body wellness, advanced technology, hands-on therapy, etc.]."

📅 Step 4: Schedule the Appointment First—THEN Collect Insurance Info & Explain Verification Process (8:00 - 10:00)

✅ Goal: Get them booked before discussing cost, then gather insurance details for verification.

"Based on everything you’ve shared, it sounds like we can definitely help. Let’s get you scheduled so we can take the next step toward getting you relief. We have availability on [Day & Time] or [Alternate Day & Time]. Which one works best for you?"

(If they hesitate, reassure them.)
"I know it’s easy to put this off, but you’ve already taken the hardest step—reaching out. Let’s get you on the schedule so we can start working toward a solution."

(After they confirm the appointment, transition into insurance.)

"Before I let you go, I’d like to collect your insurance information so we can verify your benefits before your appointment. That way, we can provide you with a clear breakdown of what’s covered and any out-of-pocket costs ahead of time."

(Gather insurance details: Provider name, Member ID, Group ID, etc.)

"Once we verify your benefits, we’ll give you a call before your visit—if we get the information back soon enough—to go over everything so there are no surprises. Either way, we’ll discuss it in detail when you come in."

"The most important thing is making sure you get the care you need, and we’ll take care of the details for you."

✅ Step 5: Confirm & Wrap Up (10:00 - End)

✅ Goal: Reduce no-shows & set clear expectations.

"I have you scheduled for [Date & Time]. You’ll meet with [Provider’s Name], who is amazing at [something positive about the provider]. They’ll walk you through the best plan to get you feeling better."

"We’ll send you a quick text and email confirmation. Do you have any questions before we wrap up?"

"Great! We can’t wait to see you on [Date]! You’re going to love working with our team."