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Training
Handling Patient Balance Collection at Check-In
30 minutes
Intermediate
Available in
+4
Skills you'll learn
Verbal Communication
Empathetic Communication
Negotiation
Your mission in this simulation
Your Role
Patient Service Representative
Your Goal
Guide a payment collection discussion with a resistant urgent care patient. Simulation Details: You take on the role of a Patient Service Representative at Really Urgent Care. Your task is to conduct a payment collection discussion with Carlos Ramirez, a long-time patient experiencing financial difficulties. Begin by verifying Carlos’s identity and reviewing his account details, including outstanding balances and today’s charges. He has a $275 prior balance. Today is a $150 charge and Carlos claims a $50 overcharge from his last visit. Clearly explain the total amount owed and present approved payment options, such as full payment, partial payment, or a structured payment plan, in line with clinic policy. As Carlos expresses concerns and objections, use empathetic communication to acknowledge his feelings and maintain a respectful tone. Your goal is to negotiate a feasible payment arrangement or, if necessary, explain the next steps per clinic guidelines, all while ensuring Carlos feels heard and respected. - Engage in a real-time discussion with Carlos Ramirez. - Demonstrate empathetic and clear verbal communication. - Negotiate a payment solution that aligns with clinic policy. - Maintain professionalism and patient satisfaction throughout the conversation.
Helpful for
Patient Service Representative, Front Desk Medical Receptionist, Healthcare Customer Service Specialist
How it worksNot sure how it works? Watch the video below.