Medical Account Set-up Information
This form is used to gather information to assist us in setting up new accounts.  If you have any questions or need something not detailed on this paperwork, please contact Marie - marie@callanswertel.com or Chris - chris@callanswertel.com or call us at 256-230-9404.  
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What is the desired start date?  We cannot guarantee this based on several factors, but, will certainly try.  
What is the name of your business or office?
What is your physical address?
What is the mailing address, if different from the physical address?
What is your telephone number?
Do you have other back numbers (or roll over numbers)?
What is your fax number?
What email should general memos to be sent to?
What email should invoices to be sent?
What rate plan do you choose?
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Do you want a text plan ?  
Do you want a personalized greeting?  This greeting can give office hours, specialized information, etc. to your callers before an agent comes on the line.    
What is your Federal ID #?
What phrase would you like us to answer your line with?
What type practice is this? (Just a brief description)
What are your office hours and normal lunch hours?
We routinely get the name of the caller, phone number, patient name and what regarding.  Please note any other information that you need us to get.  If more than 3 additional questions, additional programming fees may be necessary.  
Do you prefer we try to get a complete message on all calls, or just those who feel they cannot wait until the office opens?  Or only on certain types of calls?  
It is very important that we understand how you want the calls to be dispatched.  Please feel free to contact Marie McGuire or Chris Teeples for recommendations if you aren't sure what you would like.  
How much time do want us to wait between attempts if the oncall doesn't respond to the first method?
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What method do you prefer we try first when contacting the oncall?
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What method do you prefer we try second if there is no response within the designated time? We can repeat the same method if you prefer.  
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What method do you prefer we try for the third attempt if there is no response within the designated time?  
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Do you prefer to send us an oncall schedule each month, week, or program it using the online portal?
How does your oncall schedule run?  (Daily, Weekly, 7a-7a, Mon 7a-Mon 7a, Fri 5p-Fri 5p, etc) Please send us a copy of your oncall schedule with this paperwork.  
Do you want messages to be emailed to your office?
Do you handle medication requests after hours?
Please send a list of all staff that we will need to be in contact with, including an office manager or secretary that we can contact for office matters.  Please include a residence and/or mobile number.  The list can either be written here or emailed to marie@callanswertel.com.  
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