Medical Supplies Phone Screening

Help call center agents qualify patients interested in diabetic supplies, power chairs or CPAP equipment. It records patient details, insurance, the treating doctor and the checks the agent confirms on the call.

Use this template

In the Claude connectors directory

Call Center Agent Name

First Name

Last Name

Customer Name

First Name

Last Name

Birth Date

Address

Street Address

City

State / Province

ZIP / Postal Code

Are you diabetic?

What is your primary insurance?

How many times per day do you test?

Medicare Claim Number

Gender

Doctor's Name

First Name

Last Name

Doctor's Region

Doctor's NPI

Doctor's Phone

Doctor's Fax

Doctor's Address

Doctor's City

Doctor's ZIP Code

Patient Comments

Have you been diagnosed with diabetes?

What type of insurance do you have?

Do you also have Medicare?

Would you switch suppliers for better service?

Primary insurance carrier

Are you under 65?

Brand of your current testing meter

Where do you get your supplies now?

How many times per day do you test?

How do you receive your supplies?

Favorite color (verification question)

Would you like a specialist to contact you about home delivery of supplies?

Qualified mobility lead

Do you use a cane or walker, or have trouble getting around?

Has a doctor prescribed you a power chair in the last 5 years?

What is your primary insurance?

May a power chair adviser call you about low- or no-cost options?

Do you have sleep apnea or use a CPAP or BiPAP machine?

May we check whether you qualify for a newer model at no cost?

Have you had your PAP machine for more than 5 years?

What is your current insurance?

May a CPAP specialist call you about low- or no-cost options?

Agent verified the patient uses at least one of the products above

Agent verified the insurance matches the one listed above

Agent verified the patient is open to changing suppliers

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