- Whether the caller is in pain right now, and what the pain is doing
- It decides whether this is an appointment or an emergency fit, and it is the first thing the practice wants to know. Somebody saying it kept them awake is not describing a check-up, and the words they use belong on the file exactly as they said them.
- Whether there is any swelling, and whether it has spread
- Every practice has a written rule about swelling and where it has reached, because it is the one presentation nobody wants sitting in a queue. The desk's job is to ask, record and follow the rule — not to decide what the answer means.
- Whether they are an existing patient, and when they were last seen
- A returning patient two years overdue and a patient seen in the spring need different appointment types and different lengths. Booking the wrong one costs the practice the whole slot and the patient a second trip.
- Which tooth, in the patient's own words, and how long it has been going on
- The clinician wants the history before the patient sits down, and it is free to capture on the call. Reconstructed afterwards from a note saying toothache, it is worth nothing.
- Whether anything is broken, loose or out — a crown, a bridge, a denture, an appliance
- A lost crown, a fractured cusp and a broken denture are three different appointments needing three different things ready in the room. They are frequently all described as my tooth broke.
- Whether the tooth has been treated recently, and by whom
- Work done elsewhere last month changes the appointment entirely, and it also decides whether records need requesting before the visit rather than during it.
- Anything the clinicians have asked to be flagged before a patient is seated
- The practice decides what is on that list — a medication, an allergy, a history that changes the appointment length. It is captured word for word for the clinician to read, and not one word of it is interpreted.
- The plan they hold and the identifiers a verification needs
- Captured on the first call, the check runs before the visit and the patient arrives knowing where they stand. Captured at the desk on the day, it becomes a queue in reception and an argument about a figure nobody quoted.
- Who is bringing the patient, and who consents for them
- A child, an older patient and somebody attending with a carer all raise the same question before the appointment rather than at the chair, and it is a question the desk has always had to ask.
- How much notice they need, and the times they genuinely cannot do
- A patient booked into a slot they can never make is a failed appointment with a longer lead time. The short-notice list is only useful if it records who can actually come at short notice.
- How they found the practice
- A new-patient call is the only one of its kind that person will ever make, and the practice deserves to know which of its efforts produced it. Nobody remembers to ask this on a busy morning.
- The best number today, and whether they can receive a text
- Confirmations, reminders and the offer of an earlier slot all fail silently against a number nobody checks. The channel a patient replies in is worth capturing once and using for everything afterwards.