Exam Pass Notes

Core Explanation
- Reception staff ask brief questions so the practice can route the request to the correct process, person or team.
- Questions are not a judgement of whether the patient deserves care.
- Use "we" and "the practice process" to show the question is part of an agreed system.
- Explain the purpose before asking for sensitive or personal information.
Trust and Confidentiality
- Tell patients that information is handled confidentially by the practice team.
- Ask only for the brief outline or the specific detail required by the local process.
- Do not promise absolute secrecy where safety, safeguarding or urgent escalation may require action.
- Offer privacy where possible, especially at a public reception desk.
Objections and Gatekeeping Concerns
- Patients may object because they feel embarrassed, judged, blocked, unsafe or tired of repeating themselves.
- Do not argue about gatekeeping. Acknowledge the concern and explain the practical purpose of the questions.
- If a patient refuses to answer, do not guess. Offer privacy and escalate if safe routing is not possible.
- Avoid defensive phrases such as "I am just doing my job" or "everyone has to answer".
Clear Next Steps
- End by explaining what process the request has entered.
- Check contact details, safe-contact needs and communication support.
- Give the expected response or call-back timeframe using local wording.
- Tell the patient what to do if their concern changes or becomes urgent.

