PRE (when client is with EP)
- Make sure they are booked in for the correct appointments e.g 4 or more appointments unless EP specified otherwise
- Note if next two appointments are different: check if that is still correct
- Check funding e.g. end of referral, Correct price/appointment type
- Listen to EP's hand over
DURING (client is at front desk)
- ask how their appointment went
- check next two appointments with them (listen if EP's have changed to fortnightly, monthly)
- take payment
- "I've got you booked in next for _____ does that time still work for you"
- Do you need anything else i can help you with (would you like me to get the door, did you want to wait inside for taxi, travel)
- Great, see you then!
POST (after client has left clinic)
- Process Rebate
- Follow up on any reports or emails the client/EP need sent off etc