An inquiry call scorecard, 100 points.
Points are illustrative, so fit them to your treatments and the front desk training your practice runs.
| Criterion | Observable behavior | Points |
|---|---|---|
| Practice identified | Names the practice and offers help in the greeting | 10 |
| Source captured | Asks how the caller heard about the practice and records it | 15 |
| Interest understood | Asks what concern or treatment the caller has in mind | 15 |
| Consultation offered | Answers the price question with a consultation offer | 20 |
| Booking made | Books a specific date, time, and provider | 15 |
| Policies stated | States the deposit, confirmation, and cancellation policies | 10 |
| Financing mentioned | Mentions the financing options the practice offers | 5 |
| Follow up flagged | Records an unbooked caller for a follow up call | 10 |
| Total | 100 |
Illustrative review flags
- A treatment result or outcome guaranteed over the phone
- A treatment, dose, or candidacy decision recommended by a coordinator without a licensed provider
- A caller’s treatment history or appointment shared with a third party without the authorization the practice’s privacy policy requires
