Title Page
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Name of Employee
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Conducted on
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Prepared by
TMS Intake Quality Control
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Did the TMS Intake Coordinator follow the proper script (External or Internal)?
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Did they adhere to any legal or regulatory requirements? e.g. HIPAA, call being monitored, etc
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Did the TMS Intake Coordinator actively listen to the patient's needs and demonstrate empathy?
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Did the patient remain on hold for an unreasonable amount of time?
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Did the TMS Intake Coordinator effectively gather and document all necessary information from the patient?
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Was the patient asked for their medication and therapy history?
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Did the TMS Intake Coordinator send all of the appropriate documentation to the patient? e.g. waivers, consents, releases, etc
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Was the TMS Intake Coordinator's speech clear and easy to understand?
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Did the TMS Intake Coordinator effectively manage the call duration?
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Did they verify insurance and/or provide pricing?
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Was their tone natural and confident, avoiding filler words and sounding uncertain?
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Was the TMS Intake Coordinator professional and courteous throughout the call?
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Did the TMS Intake Coordinator provide the patient with clear instructions for the next steps?
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Did they provide the patient with a direct method of communication? e.g. extension, email address, SMS direct phone number