Title Page

  • Name of Employee

  • Conducted on

  • Prepared by

TMS Intake Quality Control

  • Did the TMS Intake Coordinator follow the proper script (External or Internal)?

  • Did they adhere to any legal or regulatory requirements? e.g. HIPAA, call being monitored, etc

  • Did the TMS Intake Coordinator actively listen to the patient's needs and demonstrate empathy?

  • Did the patient remain on hold for an unreasonable amount of time?

  • Did the TMS Intake Coordinator effectively gather and document all necessary information from the patient?

  • Was the patient asked for their medication and therapy history?

  • Did the TMS Intake Coordinator send all of the appropriate documentation to the patient? e.g. waivers, consents, releases, etc

  • Was the TMS Intake Coordinator's speech clear and easy to understand?

  • Did the TMS Intake Coordinator effectively manage the call duration?

  • Did they verify insurance and/or provide pricing?

  • Was their tone natural and confident, avoiding filler words and sounding uncertain?

  • Was the TMS Intake Coordinator professional and courteous throughout the call?

  • Did the TMS Intake Coordinator provide the patient with clear instructions for the next steps?

  • Did they provide the patient with a direct method of communication? e.g. extension, email address, SMS direct phone number

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