The way a message is taken from a caller can be critical to how you respond to a patient or client.  Good message taking can save time and prevent customer service errors. Failure to successfully collect the appropriate information can damage your relationship with you patients/clients and thereby jeopardize your business.

Identifying the information your business needs in advance in order to respond appropriately to your patients/clients is just as vital to the message as the person taking it.  Additionally, the person taking the message should have patience and be appropriately trained in communicating with and servicing customers.

We have provided for you a few sample forms we currently use that may assist you in getting the right information from your caller the first time. Click here for Message Template Samples.

Or download our free e-book Telephone Techniques: Improve Your Office Communication Through Better Messaging