Question

When should you NOT transfer a call/chart to Patient Services?

Answer 1

You should not transfer a call/chart to Patient Services when the request or issue can be resolved by another department or individual within the organization.

Step-by-step explanation:

When you should NOT transfer a call/chart to Patient Services is when the request or issue can be resolved by another department or individual within the organization.

For example, if a patient calls asking for an appointment, it would be more efficient to transfer the call to the scheduling department instead of Patient Services. Similarly, if a patient has a billing question, it would be appropriate to transfer the call to the billing department.

By avoiding unnecessary transfers to Patient Services, it helps streamline the workflow and ensures that the appropriate staff members handle specific inquiries or concerns.