How does appointment setting work for medical & dental?
Every call and text goes out with patient consent captured at registration and with do-not-call scrubbing for anything promotional, inside calling hours, under a BAA and the HIPAA marketing rules. The setter works from lists pulled in your practice management system, uses a script your provider approves that names the reason for the visit only where the patient's consent and the channel allow, books directly into the provider template, and confirms the appointment with the patient's preferred method. Patients who decline are marked so they are not called again for that cycle. The setter is an employee with a backup, supervised by SS Support Network's healthcare desk, and the daily report shows calls made, patients reached, appointments booked and the reasons given for declining, which tells you where your recall message needs work.
What tasks does appointment setting cover for medical and dental practices?
- Call overdue hygiene and wellness recall lists with your approved script
- Follow up unscheduled treatment plans and provider-ordered follow-ups
- Reactivate patients not seen in 18 months with patient consent
- Schedule patients after incoming referrals within your target
- Book directly into provider templates and confirm by preferred method
- Mark declines and opt-outs so no patient is called twice in a cycle
- Scrub promotional outreach against do-not-call lists before every shift
- Report calls, reached, booked and decline reasons daily
