Sit stiffly and professional in the chair.

If there are questions you cannot answer, say so and let the patient know that you will return with follow-up answers.

Greet the patient by the name that they prefer to be addressed.

Avoid making the patient tired during the interview. You do not need to complete the interview in one session.

At the end of the interview, ask the client to summarize the discussion.

Respect silence and be flexible and open-minded.

Login into the computer system when you enter the room so you can document the information as you complete the interview.