EHR & Demo Set Flashcards
Get the EHR.
Hey there, this is Tim from Luma Health. I’d like to send some information about our Patient Engagement Tool that syncs with your scheduling system… What EHR do you use for scheduling appointments?
Thank-you.
And who’s the Practice Administrator I can send this information to?
Perfect, and what’s their best email?
Got it, and just for my notes, how many providers do you have?
Thank-you and have a great day!
What’s this about? Where are you calling from?
I’m calling from Luma Health and we do communications for your scheduling system. It’s a patient engagement Tool built specially for the system and I’d like to send some information on it…. what EHR are you using?
Why providers?
It’s so I don’t send you wrong information.
IT Department?
We work with administrators that oversee the day-to-day operations of the practice, not the IT Department.
Let me transfer you
He/she’s not expecting my call and I only have an email for him/her. What’s his/her work email? Doesn’t NAME prefer email rather than an unexpected call? Isn’t that the best way to get him information rather than catch him/her off guard with a call?
Fax it
It’s an email.
Can’t give you their email
Ok how about this, what’s your email? You can fwd it to (PA) for me.
Get PA when you have the EHR
Hey there, this is Tim and I have some information regarding (EHR)… Who’s the Practice Administrator I can send this too?
Transferred over
Hey NAME it’s Tim from Luma Health and we do communications for (EHR). We’re a staff enablement tool that automates the entire patient lifecycle. I’d love to send you some information on it. Since I’m sure I caught you off guard let’s circle back later if you have interest. What’s your email?
Who is calling?
This is ____, I’m following up with (name of contact).
Why are you calling?
It’s regarding (EHR), we do communications for the system.
Are they (executive) expecting your call?
I’m following up with them regarding the information I sent.
Confirm email (bounced)
Hi, I’m trying to send (Prospect name) some information regarding (EHR) and I’m getting a bounce back for some reason.
Can I confirm the email I have with you?
(listen)
Great, I have (prospect email).
Voicemail
This is Tim from Luma Health… Wanted to follow-up on the info I sent about our Staff Enablement Tool that helps you automate the entire patient lifecycle. I would love to connect with you to find out what’s important to you and your practice regarding patient engagement, calendar utilization, or staff efficiencies. Gonna shoot you a quick email… feel free to reply to the email or call me at 415-742-2985. Thanks (name).
Qualify prospect:
Just so I know I’m talking to the right person, are you typically where the conversation starts when evaluating patient engagement software for the clinic?
Get everybody on board
It sounds like we need to coordinate between a few teams.
Who do you want to get on board with us? I can attach them to an email thread so we can figure out a time.
