Your Functional Medicine Blueprint Audio Downloads
Click the links below to download each chapter:
CHAPTER 1 : WHAT IS FUNCTIONAL MEDICINE
CHAPTER 3 : WHAT IS YOUR USP AND NICHE
CHAPTER 4 : INCORPORATING SUPPLEMENTS
CHAPTER 5 : INCORPORATING FUNCTIONAL MEDICINE LABS
CHAPTER 6 : PATIENT EDUCATION AND COMPLIANCE
CHAPTER 8 : NEWSLETTERS AND AUTO-RESPONDERS
CHAPTER 12 : CHOOSING THE RIGHT KEYWORDS
CHAPTER 13 : MARKETING IN YOUR COMMUNITY
CHAPTER 14 : IN OFFICE MARKETING
CHAPTER 15 : MARKETING CALENDAR
CHAPTER 17 : AFFILIATE MARKETING
Getting Started
If you are just getting started in your office, there are a number of components to consider:
- Office Space
- Hiring Staff
- Office Supplies/Forms
- Website for online presence
- Insurance plans vs. Cash
- Office Policy and Procedures Manual (see below for template)
- Overhead
- Helpful Scripts to Use in Office:
Office Manual (See Chapter 7 or the FM Blueprint Ebook)
In this section, you will find a general guide to office operations. This guideline is only a template. You should review it and make appropriate changes based on your office flow and protocols. I recommend having a manual like this for purposes of training staff and holding staff accountable for the day to day functions and protocols in your office.
Functional Medicine Office Template – General Guidelines for Office Operations:
If you need to get a hold of The Doctor
Cell: xxx-xxx-xxxx (enter Doctor’s number here)
Home: xxx-xxx-xxxx
PHONE ETIQUETTE GUIDELINES:
General Guidelines:
- Lines should be kept open as much as possible (Private use limited for emergencies only)
- Smile before answering the phone (patients can hear a smile on your face)
- Try to answer on the first ring (2nd at the latest)
- Be polite, but direct
- Avoid non-pertinent conversation
- Be conscious of the caller’s time
- Always thank the caller
- Sincerely emphasize comments such as : GREAT ! WONDERFUL ! TERRIFIC !
- Avoid mediocre terms like: FINE or O.K.
WHEN A NEW PATIENT CALLS IN TO SCHEDULE:
- Take insurance information, name, phone number in order to verify the patient’s benefits (see Verification Form)
- Collect $150 deposit to hold the time (refundable) and applicable towards initial visit
- All cancellations must be made within 24 hours of appointment ($150 fee if less than 24 hour notice is given.)
- New patient forms should be housed on line – office website.
- Forms are downloaded by patient at DrPeterOsborne.com (Become A Patient-button on home page)
- This paperwork MUST be filled out prior to their visit or else it will back up the schedule and delay other patients
**Each patient is on a case by case basis, never try to price quote over the phone**
Always ask how the patient found your office:
- “Which one of our patients referred you to us?”
- “Who can we thank for referring you to us?”
Before you hang up, make sure patient knows how to find our office, and aways thank them for calling and choosing Town Center Wellness.
A NOTE ON SCHEDULING PATIENTS
When scheduling new patients, ask them how they found Dr. O or who referred them to our office
Scheduling Patients – It’s WHAT you say that counts!
From the very first phone call, a procedure regarding scheduling sets the tone of who is in charge.
Does the staff say to a patient, “when do you want to come in?”
When they should be saying, “We reserve special times for our new patients.”
By allowing patients to set their own time, the wrong precedent is set and future appointments with this patient will take twice as long to set up and eat up your staff’s resources.
Always give the patient two choices,
“We have an opening at 10:15am or 3:30pm, which is better for you?”
OFFICE PRICING:
**Each patient is on a case by case basis, never try to price quote over the phone**
PROTOCOL FOR NEW PATIENTS:
Initial appointment will take up to 60 minutes
At the end of the initial consultation, laboratory work will be ordered and the patient will need instructions
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