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To create a Phone Script & Workflow chart Guide that your call center staff can use when patients call about referrals. This script ensures they first check the basics in Epic before deciding if the call should be transferred to your referral department. • Flowchart Structure (top to bottom, left → right arrows) with colored decision boxes: • Step 1: Greeting & Verify Patient Info • Step 2: Look up referral in Epic → (Insert full-width screenshot labeled Step 2) • Step 3: Branch → New / Pending / Authorized • New → Give processing time script • Pending → Give submission details + transfer ext. 0359 • Authorized → Provide location/provider/contact info • Arrows → colored, showing flow (green = proceed, orange = pending, blue = authorized, red = transfer/escalate). • Full-Width Screenshots → placed under each step box (not thumbnails). • Step Labels on Screenshots (e.g., “Step 3a – Pending Status”). • Flag Indicators for urgency or transfer. Step-by-Step Script (Clinical/Professional Tone): 1. Greeting & Verification – Standard opening line + patient identifiers. 2. Referral Status Review – How to check Epic (with notes). • New Referral → “Processing time is 7–10 business days. If you do not receive notification within 2 weeks, please call us back.” • Pending Referral → Confirm referral placement date + IPA submission date. Advise turnaround, then transfer to Referral Dept. ext. 0359. • Authorized Referral → Provide documented details (provider, location, contact info). 3. Escalation Rules – When to immediately transfer to referral staff (urgent, patient upset, complex questions). I would like the screenshot under each step and the script wording to be detailed for what the staff would say to the caller with the information
Project ID: 39724714
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My name is Rabia Faisal, I am working in the writing industry since 2011. During this time, I have served countless clients with a full amount of satisfaction by providing them with TOP Quality Solutions. I have command of all references APA, Harvard, IEEE, MLA & Chicago, etc. I will provide plagiarism-free work with 100 percent accurate grammar within your given deadline. Please message me to get Top Class Services. I am waiting; https://www.freelancer.com/u/TopWritingGuru
$30 USD in 1 day
6.6
6.6

Call Guide & Workflow I am award winning writer with over 6 years of experience, I specialize in SEO blogs, business and marketing plans, presentations, scripts, research tasks, reports writing, technical writing, resumes, feasibility studies, eBooks, and many more. I’ve successfully delivered impactful, reader-friendly, and plagiarism-free content to 4,000+ clients, ensuring their messages stand out and achieve their goals. Why Work with Me? ✅ SEO-Optimized, Engaging, and Well-Researched Writing ✅ 100% Original, Error-Free Content ✅ Unlimited Revisions Until You’re Satisfied ✅ Timely Delivery and Open, Reliable Communication Explore My Work and Achievements: https://www.freelancer.com/u/QualityHub Let’s connect and bring your project to life—I’m just a message away!
$30 USD in 1 day
5.9
5.9

My name is "Usama Safdar" and I am a Ph.D degree holder which means I am highly-capable to tackle this project "Content Editor " with 100 percent accuracy. I am a professional writer with over 6 years of experience in writing; Essays, Research Summaries, Thesis, Dissertation, Lab Reports and Case Studies. I always provide High-Quality Solutions within the shortest possible time with all instructions followed against very reasonable prices. I can manage works even with shortest deadlines like; "2500 words work in just 6 Hours" with very reasonable time. As a pro academic writer I am also familiar with all the referencing styles; such as APA, Harvard, OSCOLA, IEE, MLA etc. I always provide plagiarism-free solutions and as a prove I also provide "FREE Turnitin reports". For Samples, please visit my profile https://www.freelancer.com/u/SolutionMart Please message me to start the discussion. Thank You
$30 USD in 1 day
5.5
5.5

Call Guide & Workflow I am PhD writer with over 7 years of experience in various writing fields. I have completed thousands of projects, ensuring 100% accuracy and meeting client requirements. You can trust me to deliver plagiarism-free work within the agreed deadline while maintaining your privacy. I specialize in creating diverse content, from assignments and quizzes to business plans, sales and marketing plans, SEO articles, blogs, and more. Feel free to join the chat box and give me a try. I am dedicated to fulfilling and surpassing all your expectations, and I guarantee you won't be let down. I'm looking forward to hearing back from you. It's my portfolio link. https://www.freelancer.com/u/Stopsolution I’d love to hear about your Project. Message me!!
$30 USD in 1 day
4.5
4.5

Hello Steven M., We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Technical Writing, Customer Service, Telephone Handling, Call Center, Flow Charts, Epic Systems, Instructional Design, Content Creation, Content Development, Script Writing Lets connect in chat so that We discuss further. Regards
$140 USD in 7 days
0.0
0.0

[Please give me a shot and initiate a chat so we can get started] Hi, I can create this script and workflow for you. I worked for Los Meridian Services (Santa Ana, CA) at their India call center in Kolkata. My roles included desktop support, chat support, and outbound telecalling for ACA. I know how to build clear, practical scripts that agents can actually use. Industry rates for call center scripts and workflow design start around $1500. I can do it for much less, the bid is a placeholder. You’ll get a clean flowchart with screenshots under each step, color-coded decisions, and staff-ready dialogue for New, Pending, and Authorized referrals. My account here is new, but I have over 11 years of experience working with thousands of customers across different processes. Regards
$50 USD in 7 days
0.0
0.0

Most call center scripts fail because they don’t give staff clear decision points or the exact words to use, leading to inconsistent patient experiences and unnecessary transfers. I create step-by-step phone scripts + workflow charts that blend visual clarity (colored flow arrows, labeled screenshots, urgency flags) with a professional, clinical tone. The result: staff know exactly what to say at each stage and when to escalate, reducing errors and patient frustration. I’ve designed similar Epic-based call guides for healthcare teams where staff could quickly verify referrals, give accurate timelines, and transfer only when necessary. This kept calls shorter, patients calmer, and referral staff less overloaded. Before I start, a few clarifications: 1. Will you provide Epic screenshots, or should I design placeholders for now? 2. Do you want the workflow chart in PowerPoint, Visio, or PDF for easy staff training? 3. Should escalation rules also include patient satisfaction scripting (e.g., for upset callers)? With these details, I can deliver a clear, ready-to-use script and flowchart guide your staff can pick up and use immediately. Shall I outline a draft structure for your review first?
$140 USD in 7 days
0.0
0.0

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