Whom Do I Ask?


There will be times, when it's appropriate to direct a question you get from a client, to another staff member. See if you can choose the correct person to direct each question to.
<b>Scenario #1 .</b> Mrs. Smith wants to know if she can bring Max in for his annual today. The schedule is kind of full, and someone called out sick so the staff is already spread thin. Mrs. Smith is one of your top clients however, so you want to accommodate her if at all possible.
You ask your co-worker
You ask the Lead CSR/Practice Manager/Owner