- What the patient says is going on, in their own words
- The clinician wants the sentence the patient actually used, not somebody's paraphrase of it. It is free to capture on the call and impossible to recover afterwards.
- Whether anything they have described is on the practice's escalation list
- The list is written by the clinicians in advance. The desk's job is to recognise an item on it, stop, and follow the rule — never to weigh up how serious something sounds.
- Whether they are on the list already, and when they were last seen
- A registration, a review and a same-day problem are three different appointment types with three different lengths. Booking the wrong one costs the practice the slot and the patient a wasted trip.
- The plan they hold and the identifiers a verification needs
- Taken on the first call, the check runs before the visit and the patient arrives knowing where they stand. Taken at the desk on the day, it becomes a queue in reception and an argument about a figure nobody quoted.
- Whether anything already needs authorising, and what has been submitted
- An appointment that arrives without its authorisation is a wasted room, a wasted hour and a patient who has taken time off for nothing.
- Where they were before, and whether records have been requested
- Requesting records on the day of registration means they are there for the first appointment. Requesting them the week after means the first appointment happens without them.
- Every medicine they are actually taking, including the ones from elsewhere
- It is captured verbatim for the clinician to review, never interpreted by the desk. What matters is that the list in front of the clinician is the real one.
- Who may be spoken to about this patient, and who may not
- A spouse, an adult child, a carer, a workplace. It is settled once, in advance and in writing, rather than improvised by whoever answers the phone in a hurry.
- Whether an interpreter or an accessibility arrangement is needed
- Both take longer to arrange than the appointment does to book, and discovering the need in the waiting room means the visit does not happen.
- Whether they can attend at short notice
- The waiting list is only worth having if it records who can genuinely come tomorrow. Without that, a cancelled slot is offered to people who cannot take it and then stays empty.
- The channel they actually reply in
- Reminders, results notifications and the offer of an earlier appointment all fail silently against a number nobody checks, and the practice records that failure as a patient who did not care.
- Whether they have already been elsewhere with this
- Somebody who has been seen somewhere in the last fortnight is a different appointment with different paperwork, and it is much cheaper to learn on the phone than in the room.