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In this tutorial, you'll learn how to schedule an appointment for a new patient and assess the urgency of their visit. First, greet the caller, obtain their full name, date of birth, and contact information. Verify details, especially the spelling of their name, to ensure accuracy. Ask if they were referred by another provider, as you may need additional information. Inquire about how they heard about the practice and determine the patient's main complaint, including when their symptoms began. This process is essential for collecting necessary information and preparing for the patient's visit.