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Phone script · Doctor's office front desk

Booking with a new doctor's office

Have your insurance card in hand. Ask if they take your plan and are seeing new patients.

Have this ready

  • Your insurance card
  • A short list of why you want to be seen
  • Your calendar

What to say

  1. Open

    “Hi, I'd like to make an appointment as a new patient.”

  2. Check your plan

    “Do you take [plan name from your card]? Is Dr. [name] taking new patients?”

  3. Say why

    “It's for [a checkup / a specific problem].”

  4. Ask about cost

    “Is a checkup covered as preventive care under my plan, or should I check with my insurer?”

  5. Close

    “Is there anything I should bring or fill out before the visit?”

Write down the date, the name of the person you spoke with, and what they said.

After the call

  • Your plan's provider directory, or the number on your card, can confirm the office is in network (HealthCare.gov).
  • Most plans must cover certain preventive services at no cost in network (HealthCare.gov).
  • Bring your card, a list of your medicines and your questions. MedlinePlus explains how to choose a primary care provider (MedlinePlus).

The full lesson: Finding a primary care doctor

Sources

  1. HealthCare.gov Getting medical care
  2. HealthCare.gov Preventive care benefits
  3. MedlinePlus Choosing a primary care provider

Last checked October 2, 2026 against the sources listed. See a mistake?