Discharge Planner Call Script

Before you dial

Fill in your information and who you're calling. The script will use your real name, credential, and specialization so you don't have to remember the blanks.

How to use this tool

1Enter your name, credential, phone, and specialization once — it auto-saves across every call script.

2Enter who you're calling, then hit Start — the script walks you through word for word.

3After each response, click the branch that matches what they said — the script adjusts instantly.

4At the end, copy the call summary and paste it into your Outreach Tracker.

Who this script is for: Discharge planners, social workers, and case managers at hospitals, rehab facilities, and skilled nursing facilities. They are the people families ask "Do you know anyone good for home care?" — your job is to get your name on their desk before that question gets asked.

Your information auto-saved

Your full name

Credential

Phone (to give on call)

City / service area

Your specialization sentence (paste from Specialization Worksheet)

Hourly rate

Minimum per visit

Your email

Who you're calling today

Their first name

Organization / facility

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Voicemail Script

They didn't answer — leave this message

Speak slowly and clearly. Say your phone number twice. Keep your tone warm and professional — not rushed or salesy. If they have an email on their website, follow up within 24 hours with a short email and your one-pager attached.

After you leave the voicemail: