Clinic Call Handling Audit Form
Checklist for assessing the quality and effectiveness of clinic phone call handling.
Date and time of call
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Staff member handling the call (if known)
Type of call
*
Appointment inquiry
Test results
Prescription request
General information
Other
Was the call answered promptly?
*
Yes
No
Greeting and introduction quality
*
1
2
3
4
5
Professionalism and courtesy during call
*
1
2
3
4
5
Was the caller's query or issue resolved?
*
Resolved
Partially resolved
Not resolved
Closing and farewell quality
*
1
2
3
4
5
Overall call handling rating
*
1
2
3
4
5
Additional comments or recommendations
Submit Audit
Should be Empty: