Patient Intake

**Do Not Ask** Select your name
Call Type
Thank you for calling Renew Bariatrics, this is [insert name], how can I can I help you?
So I can look up your chart let me get your name and email (you already have the number on caller ID, lookup in AC)
Hi this is [insert your name]. Our surgeons received your information for [insert procedure type or weight loss surgery]. I am not sure if we can help you yet, but so I can get a better understanding, tell me why are you looking into [Weight loss surgery, gastric sleeve, gastric bypass or gastric balloon]?
Name
So I can better understand if we can help, tell me why are you inquiring about [Weight loss surgery, gastric sleeve, gastric bypass or gastric balloon]?
Tell me about your weight loss journey, what things you have previously tried to lose weight?
Past History

We hear that from almost all of our patients. Most of them are sick and tired of being sick and tired. How long have you been feeling this way?
That can be frustrating. How old are they?
How long have you been dealing with that? (Take note of condition for HQ).
When you say you've tried dieting, what types of diets did you try?
Tell me more about that, what happened or why did you stop dieting?
Walk me through the types of weight loss medications have you tried?
What happened or why did you stop taking the medication?
When you say you've tried exercising, what types of exercises have you tried?
What happens when you exercise?
I'm sorry to hear that. Who specifically?
Do they suffer from any comorbidities like hypertension or diabetes or do you have those issues yet?
In the past or presently have you attempted to diet?
What types of diets have you tried?
Tell me more about that, what happened or why did you stop dieting?
I am assuming you have tried exercising?
What types of exercises have you tried?
What happened or why did you stop exercising?
Have you ever been prescribed or taken diet pills or weight loss medications?
What types of medications have you tried?
What happened or why did you stop taking the medication?
Thank you for going over everything you have tried with me, you definitely have tried quite a few things to lose weight and get healthy. We want to make sure that this is not your first option and that you have tried other weight loss methods.
You’ve put in a lot of effort already. What’s that been like for you?
That’s something we hear from so many of our patients before surgery.
Do you have a family history of Obesity?
I'm sorry to hear that. Who specifically?
Do they suffer from any comorbidities like hypertension or diabetes or do you have those issues yet?

Qualifying

How long have you been at your current weight?
Do you expect your weight to stay the same or increase?
Would you say the excess weight is having an impact on you mentally?
**Do not ask** Is PQ or HQ previously completed?
What is your current height and weight?
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
26-30 Balloon, 30-65 Sleeve, 30-55 Bypass (Perez 50)
What has you looking into doing this outside of your insurance in Mexico?
That is frustrating, we hear that from almost all of our patients.
**Do not ask** Is there a preferred date in AC or mentioned in conversation?
You mentioned wanting to come [insert date]. Is there a reason why you are wanting to come around that time?
How did you hear about our practice?
Did they come to us?
Note name of referral and surgeon (if mentioned)
If it makes sense we can go over some more about your health history to find out if you are qualified for the surgery. Does it make sense to find out if the Doctor would approve you? **Don't ask if HQ Completed.
P5 Document
Health Questionnaire

Quote

Where are you now in terms of your weight, in other words what is your goal weight?
Got it, thats is a realistic goal with [procedure type]. So after everything we went over that you’ve already tried like [diets, exercise, meds they mentioned] what made you finally decide, ‘I need to do something different now’?

That makes total sense. You’ve clearly put in the work. Most people reach this point because they want something that finally works long-term, not another short-term fix.

The setup here is designed specifically for people who want that permanent solution but also want to know they’re in safe, experienced hands.

We work a little differently than other providers I’ll point out a few of those things for you. Everything we do is all-inclusive, meaning once you arrive, there’s nothing extra to worry about.
You’ll have your own private hospital room inside a hospital that’s completely specialized for bariatric surgery, not a general clinic.

Your post-op medications are included, so you won’t need to find a pharmacy or pay for anything out-of-pocket.
You’ll have access to our nutritionist for free for guidance before and after surgery.

We’ve completed over 10,000 successful surgeries with our top board-certified bariatric surgeons, and every package comes with our All-Inclusive Guarantee which means what we quote is exactly what you pay. You won’t get a bill in the end like you will with other companies.

Pricing List
So, based on your health profile and procedure, the all-inclusive cost would be $[insert price]. I don't suppose you have the funding or budget for that?
Insert amount quoted

Solution

*** Do not ask – Is there a date/timeframe in AC or mentioned in conversation?
List date/timeframe
So you mentioned wanting to come around [insert date], let me take a look at the calendar and see if it is even open.
Availability Calendar
*** Do not ask*** – Is HQ approved?
So based on your chart, I need to get the Doctor’s feedback before we hold that date. Does it make sense to follow-up when I have his feedback and confirm if the date is still available?
So based on your chart, we need to get some information from your Doctor on [Insert condition] before we hold that date. Our medical support team will be sending you a form for your Doctors to fill out. Once we have that back our Doctors will review it and I can contact you with the approval and see if that date is still available. Does that make sense?
So based on your chart, unfortunately you are not approve [or not approved at the time]. I know that is frustrating, but our surgeons value your health and don’t feel believe bariatric surgery is appropriate for you [insert now if applicable].

Closing

Based on your chart you’re pretty much are approved. Does it make sense to hold the date with the hospital?
Ok, do you want to use a Debit or Credit Card to place the $300 deposit to hold it?

Deposit

Deposit Links
  • What is the name exactly as it appears on the card, including middle initial?
  • What is the billing zip code?
  • What is the Card Number?
  • What is the Expiration Date?
  • What is the CVC code?
  • I want to confirm that today, you are authorizing Renew Bariatrics to initiate a one-time credit card debit for $300 for the reservation of [INSERT Surgery Date].
  • Do you agree to authorize this transaction for the card ending in [INSERT last 4 digits of card number]?
Are you in our Facebook support group?
So I can add you, let me get your facebook name and I will send you a friend request which will then allow me to add you to the group.
Booking form
Post Booking Rundown

Objections

Objection type
May I ask why you don’t want to hold the date?(Based on answer select reason above)

Patient: “You know I really like this…. I just don’t have the budget for this.”

You: “Yea that’s not a problem.. Tell me if you did have the funds… is this something that would work for you?”

Patient: “Yea I really do” 

You:  “Why do you feel like it would though?” 

Patient: “Well because you mentioned the great support and the X and the Y and the Z…”

You: “Well I can appreciate that money can be an issue for you… how do you think you can resolve that to where you can find the funding so you can lose weight?”

Patient: “XXX” 

You: “What other avenues do you have where you could find the funding so that you can get the surgery?…”

Patient: “ Yes or I don’t know.” (Stop if yes and schedule) 

You: “Can I make a suggestion? What I can do is walk you through some of the ways our other clients come up with the funding so that you’d be able to have surgery.”

Patient: “Sure.” 

You: “Other patients that are serious about wanting the surgery have used one of out 3rd party financing partners or scheduled far enough out with the small $300 deposit and then make payments because they are so serious about wanting to get the surgery. Does it make sense to do one of those options?”

Patient:  “The price is too expensive.”


You: “That’s not a problem, when you say it’s too expensive, what do you mean exactly?”

Patient: “Well money is tight right now blah blah blah….” 

You: “Well how does the cost compare to actually getting the results you’re wanting though?”

Patient: “I just need some time to think this through.”

You: “Yea that’s not a problem. What’s your time frame on getting back to me in the next day or two just to see if I’d be available for you?”

Patient: “Well, I guess I could call you back later in the week..”

You: “Possibly… I’m not sure I’d be available later this week, I’d have to check my schedule. What I can do if you have your calendar handy, is I could let you schedule something in the next day or two so you don’t have to call me and chase me down and visa versa… would that help you? Also would it make sense to call you with the Doctor’s instruction and chart review if you are approved? And make sure the date is even still available?”

Patient: “Sure.”

You: “Now before I go here, what were you hoping to go over in your mind over the next couple days?” (Get the REAL concern)

Patient: “Can you just email or give me a quote?” 

You: “Yea no worries.. What are you hoping to see in a quote? Just so I understand”

Patient: “Well I’d be hoping to see if I have the budget available for this”

You: “Well I’d have to know a bit more about what you’ve used for weight loss in the past and your health, just to see if we can help you in the first place, because maybe you don’t even need us. Have you tried dieting in the past?” (Go to the start of the script and then HQ). 

Patient: “Yes.”

You: “If we go over some more of your health what I can do is start putting that quote together for you.  Does it make sense to do that?” 

Patient: “Well this sounds great, can you just send me some info?” 

You: “Yea that’s not a problem, just so I can send you the correct info, what type of information would be helpful for you?”(Find the real concern)

Patient: “Well I want to see X”

You: “Now let’s pretend for a moment you were able to see X and get the information you wanted. What do you see the next steps are from there?” 

Patient: “I would like to talk with my [insert who] about this before scheduling”.

You: “Ya that is not a problem. Do you feel like your spouse would be supportive of you in this endeavor?  Getting this so that you can lose the weight you want? “

Patient: "Yeah I just really wanna go over it with them." 

You: “That’s totally understandable. Could I ask you something? If you went to your [insert who] and shared what you think about this and how important you feel it is for you to get the surgery so you can lose weight. How do you feel they're going to respond?”

Patient: “I think they're gonna be behind me 100%, I just wanna talk to them about it.”

You: “Is there any reason why they would not be behind you in moving forward with scheduling?”

Patient: “Yes or no.”

If no reason: 

You: “Yeah! got it. What if we did this, we get you all set up to go, get you onboarded, get you in all scheduled and everything, and then if, on the off chance that they don’t want to support you like you think they will, then we can postpone the date. What do you think if we did that? That way you're being proactive and taking action, but you're also able to talk with your spouse before doing anything permanent. Does that sound good or how would you like to proceed from here?” 

Patient: “Yes, ok.” (Stop and schedule.)

Patient: I am not ready to move forward yet. 

You: Oh hey, yeah I completely understand. Usually when I hear this, it means I didn't fully explain everything clearly. I apologize for leaving any uncertainty in your mind. This usually means one of two things. I'm not interested or I'm interested, I'm just not sure. May I ask, which one is it?

Patient: “I'm not interested or I'm interested, I'm just not sure”

(If I’m Interested, I’m just not sure) You: Thank you, usually when I hear 'I'm interested, just not sure, it's based on three things. Fit, feature, or finance. So let me ask you, does our services fit all of your needs?

Patient: “Yes or No.”

(If yes) You: “Great, and does our services have all the features you need?”

Patient: “Yes or No.”

(If yes) You: Perfect, let's talk about finance. Is this not a feasible number for you at this time?"

Patient: “Yes or No.” 

Patient: “I am already scheduled with another Doctor”.


You: Ya, that is not a problem and in fact that is great. What doctor or company are you scheduled with?


Patient: “Doctor/Company Name”


You: “Ok wonderful, because we work a little bit differently than them can I ask why you chose them?


Patient: “Explains why”.


You: “Thank you for that information, it helps us understand why you did not choose our five star rated, all-inclusive package. If anything changes or you have any issues please don’t hesitate to reach back out to us. We have had a lot of other patients switch to us for peace of mind and other issues. I wish you all the best on your journey.” 

Patient: “Can I call you back (or can you call me back later)?”

You: “Sure no problem, just to see if it’s relevant, can I ask you a quick question, why are you inquiring about bariatric surgery?”


Patient: “[Response]”


You: “Ok we hear that from most of our patients.  Have you tried dieting or exercising? 


Patient: “Yes.”


You: What sort of time were you thinking for a call back so I can check that I’d even be available for you?”

Patient: “I would like to talk with my work about time off before scheduling”.

You: “Ya that is not a problem. Do you feel like your work will be supportive of you in this endeavor?  Getting this so that you CAN lose the weight you want? “

Patient: "Yeah I just really wanna make sure I have the date off." 

You: ‘Totally understandable. Could I ask you something? If you went to your boss and shared with them what you think about this and how important it is for you to get the time off so you can get healthy, and you shared with them the kind of impact you feel it would have for you and your ability to lose weight. How do you feel they're going to respond?” 

Patient: “I think they're gonna be behind me 100%, I just wanna talk to them about it.“

You: “Yeah! got it. What if we did this, we get you all set up to go, get you onboarded, get you in all scheduled and everything, and then if, on the OFF CHANCE that they DON'T want to support you like you think they will, then we can postpone the date. What do you think if we did that? That way you're being proactive and taking action, but you're also able to talk with your work before doing anything permanent. Does that sound good? “

Patient: “Yes, ok.” (Stop and schedule.)

Patient: “[Insert objection].”


You: “Can you tell me what you mean by that exactly?”


Patient: “[Insert explanation]”


You: “Ok thank you for that information. If there was a way you could overcome this, would this work for you?


Patient: “Yes or no.”

(If yes) You: “So tell me why would this work for you?”

You: "I can see that this has made a lot of sense for you today, but it seems like you just might be worried of making a wrong decision. I can completely understand that feeling. May I ask what you feel the worst case scenario would be if you moved forward with us today? And what would you imagine the best case scenario being if we got this process started today?”

Patient: “I’m afraid of [concern]” 

You: “Ok, so what I'm hearing is you are fearful that [insert concern] could happen and if I could promise you beyond a shadow of a doubt that we will work above and beyond to meet your needs and ensure the best case scenario every step of the way, would you be willing to set aside your fears for now, and let me prove that this was the right decision for you?"

Patient: “Yes or No.” (If yes, stop and schedule.)

***Don't ask** – Were you able to overcome objection?
Deposit Links
  • Ok great, would you like to use a debit or credit card?
  • What is the name exactly as it appears on the card, including middle initial?
  • What is the billing zip code?
  • What is the Card Number?
  • What is the Expiration Date?
  • What is the CVC code?
  • I want to confirm that today, you are authorizing Renew Bariatrics to initiate a one-time credit card debit for $300 for the reservation of [INSERT Surgery Date].
  • Do you agree to authorize this transaction for the card ending in [INSERT last 4 digits of card number]?
Are you in our Facebook support group? I can add you to the group if you want so you can see other patients and their experience? What is your name on Facebook?
So I can add you, let me get your facebook name and I will send you a friend request which will then allow me to add you to the group.

APPLY
GET QUOTE
  • Procedures
    • Gastric Sleeve
      • Gastric Sleeve Info
      • Cost
      • Right For Me?
      • Expected Weight Loss?
      • Recovery Time?
      • Revision Surgery
    • Gastric Bypass
      • Gastric Bypass Info
      • Cost of Gastric Bypass
      • Right For Me?
      • Side Effects
      • Mini-Gastric Bypass
      • Gastric Bypass Revision
    • Gastric Balloon Procedure
      • Gastric Balloon Info
      • Gastric Balloon Cost
    • Gastric Banding
      • Cost of Gastric Banding
      • Lap-Band Failure, Removal
      • Gastric Banding Revisional Surgery
    • Duodenal Switch
      • Cost of Duodenal Switch
      • Complications
  • Surgeons
  • Cost
    • Financing Options
    • Gastric Sleeve
    • Gastric Bypass
    • Gastric Balloon Cost
    • Duodenal Switch
    • Gastric Banding
  • GLP-1 Medications
  • Patient Reviews
    • Reviews of Renew Bariatrics
    • Why We Are Different
    • How We Compare
  • About
    • Facilities
      • SER Hospital – Tijuana
      • Obesity Surgical Center – Tijuana
      • Hospital Joya – Cancun
    • Locations
      • Tijuana Office
      • Cancun Office
    • Hotel Accomodations
    • Traveling to Mexico
    • FAQs
    • Contact Us
  • Apply
  • Procedures
    • Gastric Sleeve
      • Gastric Sleeve Info
      • Cost
      • Right For Me?
      • Expected Weight Loss?
      • Recovery Time?
      • Revision Surgery
    • Gastric Bypass
      • Gastric Bypass Info
      • Cost of Gastric Bypass
      • Right For Me?
      • Side Effects
      • Mini-Gastric Bypass
      • Gastric Bypass Revision
    • Gastric Balloon Procedure
      • Gastric Balloon Info
      • Gastric Balloon Cost
    • Gastric Banding
      • Cost of Gastric Banding
      • Lap-Band Failure, Removal
      • Gastric Banding Revisional Surgery
    • Duodenal Switch
      • Cost of Duodenal Switch
      • Complications
  • Surgeons
  • Cost
    • Financing Options
    • Gastric Sleeve
    • Gastric Bypass
    • Gastric Balloon Cost
    • Duodenal Switch
    • Gastric Banding
  • GLP-1 Medications
  • Patient Reviews
    • Reviews of Renew Bariatrics
    • Why We Are Different
    • How We Compare
  • About
    • Facilities
      • SER Hospital – Tijuana
      • Obesity Surgical Center – Tijuana
      • Hospital Joya – Cancun
    • Locations
      • Tijuana Office
      • Cancun Office
    • Hotel Accomodations
    • Traveling to Mexico
    • FAQs
    • Contact Us
  • Apply
  • (844) 736-3963
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