What to change
Explain who initiates the call and use contact arrangements verified by the practice. Avoid publishing universal caller-identification claims that the team cannot support.
A worked example
Illustrative example
A practice explains that its team calls the patient using the number confirmed during booking. It tells patients how to check that number beforehand and where to contact the practice if the call is missed.


Put it into practice
Ask the team whether the outgoing call appears under a recognisable number, and describe that accurately where useful. Do not make people infer the process from an appointment time alone or wait beside a phone when they were expected to call.
Make the instruction clear for someone who has changed their number since booking. Give the practice's route for correcting contact details so the call arrangement remains useful on the day.
What to agree before publishing
Settle who initiates the call and which number the practice will use before writing the appointment description. If the outgoing number is unfamiliar or unavailable for return calls, explain the confirmed arrangement where useful. Give the route for updating contact details before the appointment. Then compare the reminder with the service page. A time in the diary does not tell someone whether to call reception or wait, so those instructions need to be explicit rather than left to a familiar template.
How to check the result
The patient knows their role in connecting to the appointment and can prepare the relevant contact details.
A mistake to avoid
Do not tell patients to answer every unknown call as though that alone verifies the caller's identity.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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