When transferring a patient's call, what is the first action you should take?

When transferring a patient's call, the first action should be to provide the caller with the phone number and the name of the person they are being transferred to. This step is crucial as it ensures the caller knows who they will be speaking with, creating transparency and setting the correct expectations for the conversation. It helps to streamline communication and reassures the patient that their concerns are being properly addressed by the right person.

Providing the caller with basic identification information, such as the individual's name and phone number, facilitates a smoother transition between calls and can minimize confusion. This approach is especially important in a medical office where clarity and professionalism are essential, as it helps maintain trust and confidence in the administrative process.

The other actions listed, while potentially helpful, do not prioritize the necessary preliminary step of clearly identifying the person they are being transferred to, which is vital for effective communication.