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Prescreen Checklist for Staff to Review with Patients

Wondering what to say when you prescreen patients for appointments as you reopen your practice? Use this checklist.

Whether you’ve remained open during the COVID-19 crisis or are reopening, it’s likely the way your practice operates has changed in the last couple of months. You’re more mindful of little things that can have a big impact on the health and safety of your staff and your patients.

One of the questions that came up quite a lot during our recent webinar series was:

“What should I ask in prescreen calls?”

We’ve developed a sample prescreen checklist that includes some of the questions and answers you might find useful as you speak to patients. This is simply a guideline, a template that you can tweak so that it fits your practice environment. Add, delete or change as you see fit. If you use a similar document it might be a good idea to save the responses in the patient’s file. As we hear so often – document, document, document. 

Stay safe!

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