BEFORE THE CALL:
Look at the dates and look at FO note. Note if the FO note has anything unusual in it.
Dial customer phone. If no answer or the person cant speak, dial the contact number.
Hi my name is (STATE YOUR NAME) from Medical Supply Inc, I am calling about the order for (CUSTOMER NAME). May I ask with whom I am speaking with?
We just want to let you know that your order for medical supplies will leave our warehouse on (ORDER DATE) and should arrive on or about (DELIVERY DATE). You are receiving — (ENUMERATE PRODUCTS TO BE RECEIVED). Can you tell me approximately how many items you have left?
Has your address changed? Is your House number 2339?
Are you aware of any changes in your insurance since last order?
Do you have any other issues or comments?
IF YES THE CUSTOMER HAS ISSUES…
Would you like to receive a call from a customer service representative? Or I can transfer your call now?
In your order, there will be a refer a friend form, if you know someone who has MEDICAID and they need incontinence supplies please pass it along and we can send them samples of our products AT NO COST.
If completed answer yes, to exit out without saving the call you need to click no
If you left a voicemail please select yes
LEAVING A VOICE MAIL.
Hi my name is (STATE YOUR NAME) from Medical Supply Inc. I would like to let you know that the order for Jane Smith is leaving our warehouse on (ORDER DATE) and will arrive on or about (DELIVERY DATE).
If you need to make any changes to your order or if your address or insurance have changed, please call us at 1800 777 6647 speak with any of our customer service agents.
Thank you and have a great day
IF THE PERSON WHO PICKS UP THE VOICEMAIL NEITHER BEARS CUSTOMER’S NAME OR THE EMERGENCY
CONTACT PERSONS NAME:
Hi my name is (YOUR NAME) from Medical Supply Inc. I would like to let you know that the order for Jane Smith is leaving our warehouse on (ORDER DATE) and will arrive on or about (DELIVERY DATE).
If you by any chance are not in any way connect to (name of patient) please give us a call so we can update our records our
number is 1800 777 6647 and speak with any of our customer service agents.