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In this procedure, you will learn how to schedule a new patient and assess the urgency of their visit. Begin by collecting the patient's full name, date of birth, and contact information. Verify spelling and details, especially if there are communication challenges. If the patient is referred by another provider, request additional information from that office, as a consultation report will be needed after the visit. Additionally, inquire how the patient heard about the practice and ascertain the chief complaint. It's important to note when the symptoms began to determine the urgency of the visit.