New Patient Intake at Your Medical Practice: A Nine-Step Process


Consultant Gail Levy shares nine steps to ensure your practice is orienting new patients efficiently and effectively.

Many medical practices may experience higher new patient demand due to health reform initiatives that focus on broadening patient access to insurance. Your practice needs to be prepared.

In this presentation, Gail Levy, founder and president of The Levy Advantage consulting firm, shares a simple nine-step process that medical practices should follow when patients call to set up their first appointments.

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