Front Desk

Sample Effective Actions for Every Role

 

Phone

 

1. Answer a phone with a smile within 3 rings.

2. Deliver phone script naturally on new patient call.

3. Mention that “you’ll just love” the assigned doctor or hygienist.

 

Appointments

 

1. Fill a same-day opening in a doctor’s schedule.

2. Correct an incorrectly booked appointment.

3.  Book an appointment anywhere in an associate’s schedule.

4.  Book an owner/doc’s patient in an associate’s schedule.   

 

Financial

 

1) Ask a patient their preferred method of payment.

2) Have a conversation that explains that the doctors pay the co-pays for preventative care.

3) Find an insurance restriction for payment prior to patient treatment

 

 

F2F

 

1)  A patient smiles at your greeting.

2)  Initiate a greeting with a patient using their name.

3)  Laugh with a patient on the phone.

4)  Sense and attend to apprehension in a patient’s voice.